Alibaba Group Holding Ltd
BABA- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001577552
近 90 天，Alibaba Group Holding Ltd 內部人申報 3 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 1,230 家機構在 13F 申報持有，市值合計 $222.9 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2025 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,405
- 較 2024 年第 4 季 +214 家
- 持有股數
- 3.59 億
- 較 2024 年第 4 季 +3,281 萬 (+10.1%)
- 總市值
- $466.7 億
- 較 2024 年第 4 季 +$190.5 億 (+69.0%)
- 新進機構
- 327
- 另有 431 家加碼
- 清倉機構
- 113
- 另有 456 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BABA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,230 | $222.9 億 |
| 2026 年第 1 季 | 1,351 | $311.7 億 |
| 2025 年第 4 季 | 1,439 | $390.1 億 |
| 2025 年第 3 季 | 1,420 | $473.8 億 |
| 2025 年第 2 季 | 1,276 | $307.5 億 |
| 2025 年第 1 季 | 1,405 | $466.7 億 |
| 2024 年第 4 季 | 1,210 | $276.9 億 |
| 2024 年第 3 季 | 1,238 | $389.0 億 |
| 2024 年第 2 季 | 1,110 | $249.3 億 |
| 2024 年第 1 季 | 1,126 | $248.0 億 |
| 2023 年第 4 季 | 1,159 | $262.8 億 |
| 2023 年第 3 季 | 1,159 | $307.2 億 |
| 2023 年第 2 季 | 1,157 | $308.0 億 |
| 2023 年第 1 季 | 1,253 | $365.9 億 |
| 2022 年第 4 季 | 1,173 | $332.3 億 |
| 2022 年第 3 季 | 1,141 | $295.7 億 |
| 2022 年第 2 季 | 1,306 | $454.1 億 |
| 2022 年第 1 季 | 1,323 | $454.5 億 |
| 2021 年第 4 季 | 1,413 | $567.4 億 |
| 2021 年第 3 季 | 1,539 | $859.9 億 |
| 2021 年第 2 季 | 1,900 | $1,486 億 |
| 2021 年第 1 季 | 1,880 | $2,014 億 |
2025 年第 1 季持有機構
每家機構持有 Alibaba Group Holding Ltd 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 523,895 | $6,927 萬 | 0.13% | +474,122+952.6% | 加碼 |
| Toronto Dominion Bank | 522,062 | $6,903 萬 | 0.18% | −40,058−7.1% | 減碼 |
| WT Asset Management Ltd | 513,722 | $6,793 萬 | 7.94% | −120,478−19.0% | 減碼 |
| TT International Asset Management LTD | 509,354 | $6,735 萬 | 10.06% | +232,792+84.2% | 加碼 |
| Pictet Asset Management Holding SA | 504,644 | $6,673 萬 | 0.07% | +264,033+109.7% | 加碼 |
| Legal & General Group Plc | 501,168 | $6,627 萬 | 0.02% | −72,756−12.7% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $6,612 萬 | 2.75% | 00.0% | 不變 |
| CIBC World Markets Inc. | 497,177 | $6,574 萬 | 0.15% | −4,199−0.8% | 減碼 |
| Thornburg Investment Management Inc | 493,774 | $6,529 萬 | 0.91% | −4,159−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 493,049 | $6,520 萬 | 0.16% | +343,092+228.8% | 加碼 |
| STRS Ohio | 479,715 | $6,343 萬 | 0.27% | −44,115−8.4% | 減碼 |
| Allianz Asset Management GmbH | 475,317 | $6,285 萬 | 0.09% | +311,966+191.0% | 加碼 |
| ARGA Investment Management, LP | 470,179 | $6,217 萬 | 2.08% | −798,117−62.9% | 減碼 |
| Holocene Advisors, LP | 464,743 | $6,145 萬 | 0.18% | +464,743 | 新進 |
| Clark Capital Management Group, Inc. | 462,480 | $6,115 萬 | 0.44% | −11,523−2.4% | 減碼 |
| Kadensa Capital Ltd | 456,864 | $6,041 萬 | 7.49% | +456,864 | 新進 |
| Baird Financial Group, Inc. | 456,663 | $6,038 萬 | 0.12% | +66,430+17.0% | 加碼 |
| Voya Investment Management LLC | 454,980 | $6,016 萬 | 0.07% | +415,380+1,048.9% | 加碼 |
| Ci Investments Inc. | 452,704 | $5,986 萬 | 0.25% | −261,685−36.6% | 減碼 |
| Barclays PLC | 444,605 | $5,879 萬 | 0.03% | −1,108,759−71.4% | 減碼 |
| Alta Park Capital, LP | 443,258 | $5,861 萬 | 11.37% | +443,258 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 433,147 | $5,728 萬 | 33.18% | +433,147 | 新進 |
| M&G Plc | 429,460 | $5,669 萬 | 0.27% | −136,336−24.1% | 減碼 |
| Envestnet Asset Management Inc | 419,468 | $5,547 萬 | 0.02% | +16,960+4.2% | 加碼 |
| Natixis Advisors, L.P. | 388,706 | $5,140 萬 | 0.09% | −3,721−0.9% | 減碼 |
| Aviva PLC | 379,124 | $5,013 萬 | 0.12% | −35,992−8.7% | 減碼 |
| Alberta Investment Management Corp | 378,358 | $5,003 萬 | 0.34% | +23,904+6.7% | 加碼 |
| Blue Pool Management Ltd. | 374,500 | $4,952 萬 | 100.00% | −1,583,000−80.9% | 減碼 |
| Novo Holdings A/S | 372,327 | $4,923 萬 | 3.75% | −80,000−17.7% | 減碼 |
| Walleye Trading LLC | 369,273 | $4,883 萬 | 1.39% | −434,147−54.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 360,034 | $4,771 萬 | 0.48% | −133,193−27.0% | 減碼 |
| Alyeska Investment Group, L.P. | 359,118 | $4,749 萬 | 0.19% | −3,619,859−91.0% | 減碼 |
| Franklin Resources Inc | 352,741 | $4,664 萬 | 0.01% | −135,615−27.8% | 減碼 |
| Shengqi Capital (Hong Kong) Ltd | 350,718 | $4,638 萬 | 42.02% | +350,718 | 新進 |
| CTC LLC | 345,578 | $4,570 萬 | 7.34% | +30,365+9.6% | 加碼 |
| Vontobel Holding Ltd. | 330,828 | $4,375 萬 | 0.16% | +76,616+30.1% | 加碼 |
| Great West Life Assurance Co | 330,694 | $4,373 萬 | 0.08% | +70,351+27.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 4,378,671 | $4,324 萬 | 0.18% | +4,246,564+3,214.5% | 加碼 |
| Todd Asset Management LLC | 315,315 | $4,169 萬 | 0.98% | +6,080+2.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 312,201 | $4,128 萬 | 0.25% | −51,118−14.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 310,297 | $4,103 萬 | 0.13% | +22,985+8.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 307,321 | $4,060 萬 | 0.05% | +226,688+281.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 300,000 | $3,967 萬 | 0.41% | +300,000 | 新進 |
| Kora Management LP | 300,000 | $3,967 萬 | 5.19% | +300,000 | 新進 |
| Credit Agricole S A | 292,443 | $3,867 萬 | 0.15% | +245,522+523.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 381,787 | $3,794 萬 | 0.08% | −56,546−12.9% | 減碼 |
| Ancient Art, L.P. | 286,629 | $3,790 萬 | 11.24% | 00.0% | 不變 |
| Caledonia Investments PLC | 278,000 | $3,675 萬 | 4.27% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 270,984 | $3,583 萬 | 0.01% | +98,236+56.9% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $3,568 萬 | 0.24% | 00.0% | 不變 |
| Rheos Capital Works Inc. | 268,600 | $3,552 萬 | 2.89% | +258,600+2,586.0% | 加碼 |
| UniSuper Management Pty Ltd | 264,442 | $3,497 萬 | 0.26% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 260,388 | $3,443 萬 | 2.46% | −284,869−52.2% | 減碼 |
| Private Management Group Inc | 259,337 | $3,429 萬 | 1.22% | −24,700−8.7% | 減碼 |
| IMC-Chicago, LLC | 258,904 | $3,423 萬 | 1.33% | +110,535+74.5% | 加碼 |
| Verition Fund Management LLC | 257,066 | $3,399 萬 | 0.20% | +102,088+65.9% | 加碼 |
| State of Michigan Retirement System | 257,000 | $3,398 萬 | 0.20% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 254,798 | $3,369 萬 | 0.23% | +242,050+1,898.7% | 加碼 |
| Cerity Partners LLC | 244,040 | $3,227 萬 | 0.07% | −188,137−43.5% | 減碼 |
| Think Investments LP | 242,548 | $3,207 萬 | 6.26% | 00.0% | 不變 |
| Moore Capital Management, LP | 238,000 | $3,147 萬 | 1.05% | +209,500+735.1% | 加碼 |
| Contrarius Group Holdings Ltd | 234,607 | $3,102 萬 | 2.12% | −164,258−41.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 234,100 | $3,096 萬 | 0.50% | −117,200−33.4% | 減碼 |
| Commonwealth Equity Services, LLC | 223,303 | $2,953 萬 | 0.04% | +54,264+32.1% | 加碼 |
| Warther Private Wealth, LLC | 221,940 | $2,935 萬 | 9.77% | +19,483+9.6% | 加碼 |
| Capital International Investors | 220,482 | $2,916 萬 | 0.01% | +9,285+4.4% | 加碼 |
| Tudor Investment Corp Et Al | 214,955 | $2,842 萬 | 0.25% | −53,424−19.9% | 減碼 |
| Pinpoint Asset Management Ltd | 213,115 | $2,818 萬 | 4.93% | +213,115 | 新進 |
| O'Shaughnessy Asset Management, LLC | 211,046 | $2,791 萬 | 0.22% | +47,473+29.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 210,400 | $2,782 萬 | 0.24% | −30,000−12.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 209,680 | $2,773 萬 | 0.25% | +7,600+3.8% | 加碼 |
| Massachusetts Financial Services Co | 208,106 | $2,752 萬 | 0.01% | −59,577−22.3% | 減碼 |
| Groupe la Francaise | 197,992 | $2,685 萬 | 0.57% | +12,568+6.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 200,712 | $2,654 萬 | 0.02% | +182,906+1,027.2% | 加碼 |
| Schroder Investment Management Group | 199,087 | $2,637 萬 | 0.03% | −3,222−1.6% | 減碼 |
| Flossbach Von Storch AG | 198,200 | $2,621 萬 | 0.11% | −50,900−20.4% | 減碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $2,578 萬 | 11.95% | 00.0% | 不變 |
| Partners Value Investments LP | 194,375 | $2,570 萬 | 0.31% | 00.0% | 不變 |
| Parus Finance (UK) Ltd | 192,855 | $2,550 萬 | 8.71% | +110,533+134.3% | 加碼 |
| Stifel Financial Corp | 192,691 | $2,548 萬 | 0.03% | −28,332−12.8% | 減碼 |
| Liontrust Investment Partners LLP | 188,172 | $2,488 萬 | 0.39% | +10,878+6.1% | 加碼 |
| Penserra Capital Management LLC | 186,610 | $2,467 萬 | 0.44% | +56,294+43.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 186,300 | $2,463 萬 | 0.22% | +186,300 | 新進 |
| Long Focus Capital Management, LLC | 185,000 | $2,446 萬 | 1.66% | −572,000−75.6% | 減碼 |
| RWC Asset Management LLP | 184,940 | $2,445 萬 | 1.26% | −30,178−14.0% | 減碼 |
| Meritage Portfolio Management | 183,262 | $2,423 萬 | 1.61% | −3,485−1.9% | 減碼 |
| Soros Capital Management LLC | 181,250 | $2,397 萬 | 6.14% | +181,250 | 新進 |
| IvyRock Asset Management (HK) Ltd | 180,600 | $2,388 萬 | 11.22% | +177,500+5,725.8% | 加碼 |
| Marex Group plc | 174,982 | $2,314 萬 | 0.44% | +51,605+41.8% | 加碼 |
| GFS Advisors, LLC | 172,272 | $2,278 萬 | 4.57% | +1,850+1.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 170,604 | $2,256 萬 | 0.06% | −20,269−10.6% | 減碼 |
| New York State Common Retirement Fund | 169,272 | $2,238 萬 | 0.03% | −181,320−51.7% | 減碼 |
| Foundations Investment Advisors, LLC | 166,944 | $2,207 萬 | 0.41% | +11,504+7.4% | 加碼 |
| Public Employees Retirement System of Ohio | 166,567 | $2,203 萬 | 0.08% | −43,897−20.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 164,948 | $2,181 萬 | 3.78% | +112,348+213.6% | 加碼 |
| De Burlo Group Inc | 164,000 | $2,169 萬 | 3.20% | +164,000 | 新進 |
| Creative Planning | 162,704 | $2,151 萬 | 0.02% | +27,212+20.1% | 加碼 |
| Advisor Group Holdings, Inc. | 159,222 | $2,107 萬 | 0.05% | +29,262+22.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 159,040 | $2,103 萬 | 1.35% | −38,858−19.6% | 減碼 |
| Myriad Asset Management US LP | 158,536 | $2,096 萬 | 8.82% | +158,536 | 新進 |