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、5 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 $227.5 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2025 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/6/30 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
- 1,276
- 較 2025 年第 1 季 −106 家
- 持有股數
- 2.71 億
- 較 2025 年第 1 季 −8,667 萬 (−24.2%)
- 總市值
- $307.5 億
- 較 2025 年第 1 季 −$164.2 億 (−34.8%)
- 新進機構
- 125
- 另有 422 家加碼
- 清倉機構
- 231
- 另有 491 家減碼
另有 23 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | $227.5 億 |
| 2026 年第 1 季 | 1,351 | $311.9 億 |
| 2025 年第 4 季 | 1,439 | $403.4 億 |
| 2025 年第 3 季 | 1,420 | $506.6 億 |
| 2025 年第 2 季 | 1,276 | $310.4 億 |
| 2025 年第 1 季 | 1,405 | $476.0 億 |
| 2024 年第 4 季 | 1,210 | $278.1 億 |
| 2024 年第 3 季 | 1,238 | $403.9 億 |
| 2024 年第 2 季 | 1,110 | $258.1 億 |
| 2024 年第 1 季 | 1,126 | $285.7 億 |
| 2023 年第 4 季 | 1,160 | $280.2 億 |
| 2023 年第 3 季 | 1,159 | $310.2 億 |
| 2023 年第 2 季 | 1,157 | $443.5 億 |
| 2023 年第 1 季 | 1,253 | $376.7 億 |
| 2022 年第 4 季 | 1,173 | $340.3 億 |
| 2022 年第 3 季 | 1,141 | $300.2 億 |
| 2022 年第 2 季 | 1,307 | $466.5 億 |
| 2022 年第 1 季 | 1,323 | $463.6 億 |
| 2021 年第 4 季 | 1,413 | $577.1 億 |
| 2021 年第 3 季 | 1,539 | $866.1 億 |
| 2021 年第 2 季 | 1,900 | $1,505 億 |
| 2021 年第 1 季 | 1,881 | $2,025 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 20,764,276 | $23.5 億 | 1.87% | +140,579+0.7% | 加碼 |
| JPMorgan Chase & Co | 19,906,419 | $22.6 億 | 0.16% | −2,876,536−12.6% | 減碼 |
| Goldman Sachs Group Inc | 12,675,245 | $14.4 億 | 0.23% | +2,368,681+23.0% | 加碼 |
| Dodge & Cox | 10,964,270 | $12.4 億 | 0.70% | −355,300−3.1% | 減碼 |
| FMR LLC | 9,146,526 | $10.4 億 | 0.06% | −7,623,746−45.5% | 減碼 |
| Sanders Capital, LLC | 8,533,159 | $9.68 億 | 1.30% | −223,860−2.6% | 減碼 |
| HSBC Holdings PLC | 8,267,876 | $9.38 億 | 0.60% | −4,335−0.1% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 7,067,271 | $8.01 億 | 12.43% | −2,162,729−23.4% | 減碼 |
| UBS Group AG | 7,046,547 | $7.99 億 | 0.17% | +2,855,773+68.1% | 加碼 |
| Morgan Stanley | 6,541,390 | $7.42 億 | 0.05% | −3,667,972−35.9% | 減碼 |
| Bank of America Corp | 5,867,001 | $6.65 億 | 0.05% | −1,387,729−19.1% | 減碼 |
| Fisher Asset Management, LLC | 5,267,441 | $5.97 億 | 0.24% | +390,883+8.0% | 加碼 |
| UBS Asset Management Americas Inc | 4,989,619 | $5.66 億 | 0.11% | −3,567,876−41.7% | 減碼 |
| Norges Bank | 4,649,003 | $5.27 億 | 0.07% | −2,366,678−33.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,446,111 | $5.04 億 | 0.50% | +3,777,539+565.0% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,746,230 | $4.25 億 | 3.68% | −235,900−5.9% | 減碼 |
| Invesco Ltd. | 3,268,576 | $3.71 億 | 0.06% | −244,436−7.0% | 減碼 |
| Discerene Group LP | 2,985,487 | $3.39 億 | 36.58% | +18,400+0.6% | 加碼 |
| BlackRock, Inc. | 2,823,177 | $3.20 億 | 0.01% | −2,517,744−47.1% | 減碼 |
| AMF Pensionsforsakring AB | 2,691,686 | $3.06 億 | 2.03% | +216,571+8.7% | 加碼 |
| Citigroup Inc | 2,638,514 | $2.99 億 | 0.21% | −10,932−0.4% | 減碼 |
| RWWM, Inc. | 2,557,852 | $2.90 億 | 23.95% | −34,006−1.3% | 減碼 |
| American Century Companies Inc | 2,539,055 | $2.88 億 | 0.16% | +245,970+10.7% | 加碼 |
| Loomis Sayles & Co L P | 2,510,190 | $2.85 億 | 0.36% | −1,388,995−35.6% | 減碼 |
| Macquarie Group Ltd | 2,270,296 | $2.57 億 | 0.32% | −3,983−0.2% | 減碼 |
| North of South Capital LLP | 2,092,869 | $2.37 億 | 24.95% | +264,005+14.4% | 加碼 |
| Millennium Management LLC | 2,060,535 | $2.34 億 | 0.21% | +471,155+29.6% | 加碼 |
| Assenagon Asset Management S.A. | 2,006,591 | $2.28 億 | 0.36% | +2,006,591 | 新進 |
| Dimensional Fund Advisors LP | 1,862,525 | $2.11 億 | 0.05% | +71,552+4.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 1,850,754 | $2.10 億 | 0.81% | −3,659,594−66.4% | 減碼 |
| Royal Bank of Canada | 1,832,029 | $2.08 億 | 0.04% | −84,440−4.4% | 減碼 |
| UG Investment Advisers Ltd. | 1,764,091 | $2.00 億 | 38.19% | +972,852+123.0% | 加碼 |
| Alkeon Capital Management LLC | 1,625,000 | $1.84 億 | 0.90% | +1,625,000 | 新進 |
| Northern Trust Corp | 1,614,627 | $1.83 億 | 0.03% | −25,291−1.5% | 減碼 |
| Man Group plc | 1,566,758 | $1.78 億 | 0.38% | −125,826−7.4% | 減碼 |
| Wells Fargo & Company | 1,511,923 | $1.71 億 | 0.04% | +47,409+3.2% | 加碼 |
| Squarepoint Ops LLC | 1,390,859 | $1.58 億 | 0.35% | +717,183+106.5% | 加碼 |
| Polunin Capital Partners Ltd | 1,426,634 | $1.54 億 | 25.18% | +101,514+7.7% | 加碼 |
| Nordea Investment Management AB | 1,340,818 | $1.51 億 | 0.14% | +51,670+4.0% | 加碼 |
| Martin Currie Ltd | 1,314,941 | $1.49 億 | 5.72% | −111,123−7.8% | 減碼 |
| Axiom Investors LLC | 1,262,023 | $1.43 億 | 1.17% | −832,127−39.7% | 減碼 |
| Nuveen, LLC | 1,257,204 | $1.43 億 | 0.04% | −1,455,865−53.7% | 減碼 |
| Causeway Capital Management LLC | 1,242,469 | $1.41 億 | 2.23% | −113,541−8.4% | 減碼 |
| Two Sigma Advisers, LP | 1,218,700 | $1.38 億 | 0.28% | +1,218,700 | 新進 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,149,700 | $1.30 億 | 4.20% | −2,758,055−70.6% | 減碼 |
| SIH Partners, LLLP | 1,136,043 | $1.29 億 | 12.23% | +1,075,670+1,781.7% | 加碼 |
| Lazard Asset Management LLC | 1,122,289 | $1.27 億 | 0.18% | −2,720,292−70.8% | 減碼 |
| Price T Rowe Associates Inc | 1,116,954 | $1.27 億 | 0.01% | −7,478,315−87.0% | 減碼 |
| AXA S.A. | 1,100,953 | $1.25 億 | 0.36% | +383,573+53.5% | 加碼 |
| Eminence Capital, LP | 1,099,091 | $1.25 億 | 1.84% | −162,341−12.9% | 減碼 |
| Wellington Management Group LLP | 1,086,221 | $1.23 億 | 0.02% | −29,859−2.7% | 減碼 |
| Renaissance Technologies LLC | 1,071,231 | $1.21 億 | 0.16% | −358,105−25.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,062,341 | $1.20 億 | 0.23% | +56,059+5.6% | 加碼 |
| Cantor Fitzgerald, L. P. | 1,020,160 | $1.16 億 | 2.84% | +1,020,160 | 新進 |
| Bamco Inc | 948,015 | $1.08 億 | 0.29% | −574,800−37.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 933,442 | $1.06 億 | 0.08% | −7,199,005−88.5% | 減碼 |
| Coatue Management LLC大師Coatue | 867,767 | $9,841 萬 | 0.27% | −2,933,936−77.2% | 減碼 |
| Janus Henderson Group PLC | 850,500 | $9,644 萬 | 0.05% | −2,082,374−71.0% | 減碼 |
| Neuberger Berman Group LLC | 843,525 | $9,566 萬 | 0.07% | −480,422−36.3% | 減碼 |
| CapitalatWork S.A. | 820,115 | $9,301 萬 | 2.82% | +10,187+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 761,803 | $8,640 萬 | 0.19% | +268,754+54.5% | 加碼 |
| Handelsbanken Fonder AB | 759,556 | $8,614 萬 | 0.31% | +10,000+1.3% | 加碼 |
| Susquehanna International Group, LLP | 758,741 | $8,605 萬 | 0.13% | −646,884−46.0% | 減碼 |
| Polar Capital Holdings Plc | 711,725 | $8,072 萬 | 0.42% | −1,431,716−66.8% | 減碼 |
| IMC-Chicago, LLC | 702,578 | $7,968 萬 | 1.99% | +443,674+171.4% | 加碼 |
| Raymond James Financial Inc | 649,220 | $7,363 萬 | 0.03% | −196,165−23.2% | 減碼 |
| Jennison Associates LLC | 642,239 | $7,284 萬 | 0.04% | −84,456−11.6% | 減碼 |
| State Street Corp | 623,562 | $7,202 萬 | 0.00% | −15,932−2.5% | 減碼 |
| Brandes Investment Partners, LP | 633,732 | $7,187 萬 | 0.65% | +80,079+14.5% | 加碼 |
| Barclays PLC | 623,548 | $7,072 萬 | 0.03% | +178,943+40.2% | 加碼 |
| National Bank of Canada | 602,233 | $6,829 萬 | 0.07% | +475,053+373.5% | 加碼 |
| TT International Asset Management LTD | 593,014 | $6,725 萬 | 12.82% | +83,660+16.4% | 加碼 |
| Legal & General Group Plc | 584,901 | $6,633 萬 | 0.02% | +83,733+16.7% | 加碼 |
| Baird Financial Group, Inc. | 577,395 | $6,548 萬 | 0.11% | +120,732+26.4% | 加碼 |
| CTC LLC | 568,033 | $6,442 萬 | 4.11% | +222,455+64.4% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 564,376 | $6,401 萬 | 51.44% | +131,229+30.3% | 加碼 |
| Allianz Asset Management GmbH | 561,516 | $6,368 萬 | 0.08% | +86,199+18.1% | 加碼 |
| LMR Partners LLP | 551,236 | $6,252 萬 | 0.97% | +443,697+412.6% | 加碼 |
| LPL Financial LLC | 551,159 | $6,251 萬 | 0.02% | −11,658−2.1% | 減碼 |
| HighTower Advisors, LLC | 543,780 | $6,167 萬 | 0.08% | −110,316−16.9% | 減碼 |
| Qube Research & Technologies Ltd | 527,240 | $5,979 萬 | 0.08% | −97,303−15.6% | 減碼 |
| Toronto Dominion Bank | 526,420 | $5,970 萬 | 0.13% | +4,358+0.8% | 加碼 |
| Carrhae Capital LLP | 523,722 | $5,940 萬 | 5.68% | −35,251−6.3% | 減碼 |
| Clear Street LLC | 515,853 | $5,850 萬 | 0.35% | +515,853 | 新進 |
| Amundi | 527,646 | $5,842 萬 | 0.02% | −311,192−37.1% | 減碼 |
| Capital World Investors | 513,964 | $5,829 萬 | 0.01% | −52,777−9.3% | 減碼 |
| Ci Investments Inc. | 513,455 | $5,823 萬 | 0.22% | +60,751+13.4% | 加碼 |
| Russell Investments Group, Ltd. | 513,201 | $5,821 萬 | 0.07% | −31,957−5.9% | 減碼 |
| Kadensa Capital Ltd | 504,822 | $5,725 萬 | 9.12% | +47,958+10.5% | 加碼 |
| Walleye Trading LLC | 503,994 | $5,716 萬 | 1.40% | +134,721+36.5% | 加碼 |
| Davis Asset Management, L.P. | 500,000 | $5,671 萬 | 2.21% | 00.0% | 不變 |
| Patient Capital Management, LLC | 499,110 | $5,660 萬 | 2.55% | −34,979−6.5% | 減碼 |
| RWC Asset Advisors (US) LLC | 488,630 | $5,542 萬 | 13.37% | −126,535−20.6% | 減碼 |
| Ameriprise Financial Inc | 484,784 | $5,493 萬 | 0.01% | −94,920−16.4% | 減碼 |
| Thornburg Investment Management Inc | 484,152 | $5,491 萬 | 0.71% | −9,622−1.9% | 減碼 |
| STRS Ohio | 479,715 | $5,440 萬 | 0.20% | 00.0% | 不變 |
| PEAK6 LLC | 476,571 | $5,405 萬 | 1.84% | +476,571 | 新進 |
| Voya Investment Management LLC | 470,388 | $5,335 萬 | 0.05% | +15,408+3.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 465,000 | $5,274 萬 | 1.84% | −136,142−22.6% | 減碼 |
| ARGA Investment Management, LP | 452,851 | $5,136 萬 | 1.40% | −17,328−3.7% | 減碼 |