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 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 −$158.3 億 (−34.0%)
- 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 | $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 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 |
|---|---|---|---|---|---|
| Academy Capital Management Inc | 28,686 | $325.3 萬 | 0.46% | −1,904−6.2% | 減碼 |
| Myriad Asset Management US LP | 28,688 | $325.4 萬 | 2.16% | −129,848−81.9% | 減碼 |
| Insigneo Advisory Services, LLC | 28,772 | $326.3 萬 | 0.28% | +5,354+22.9% | 加碼 |
| Banque Pictet & Cie SA | 29,000 | $328.9 萬 | 0.03% | −20,670−41.6% | 減碼 |
| EULAV Asset Management | 29,000 | $328.9 萬 | 0.08% | −1,000−3.3% | 減碼 |
| Quadrant Capital Group LLC | 29,050 | $329.5 萬 | 0.12% | +13,140+82.6% | 加碼 |
| Madison Asset Management, LLC | 29,233 | $331.5 萬 | 0.04% | −7,823−21.1% | 減碼 |
| Maytus Capital Management, LLC | 29,931 | $339.4 萬 | 0.63% | −32,643−52.2% | 減碼 |
| Fund 1 Investments, LLC | 30,000 | $340.2 萬 | 0.48% | +30,000 | 新進 |
| Walleye Capital LLC | 30,020 | $340.5 萬 | 0.03% | −13,468−31.0% | 減碼 |
| RD Finance Ltd | 30,050 | $340.8 萬 | 4.45% | +30,050 | 新進 |
| Jones Financial Companies LLLP | 29,943 | $341.6 萬 | 0.00% | +187+0.6% | 加碼 |
| Cypress Capital Group | 30,175 | $342.2 萬 | 0.43% | −1,404−4.4% | 減碼 |
| SeaBridge Investment Advisors LLC | 30,432 | $345.1 萬 | 0.64% | +3,255+12.0% | 加碼 |
| AMG National Trust Bank | 30,472 | $345.6 萬 | 0.09% | −4,942−14.0% | 減碼 |
| First Washington CORP | 30,473 | $345.6 萬 | 1.11% | +5,248+20.8% | 加碼 |
| Investment House LLC | 30,700 | $348.2 萬 | 0.18% | +28,700+1,435.0% | 加碼 |
| Brown Brothers Harriman & Co | 30,928 | $350.8 萬 | 0.02% | −27−0.1% | 減碼 |
| Capstone Investment Advisors, LLC | 30,942 | $350.9 萬 | 0.03% | +22,185+253.3% | 加碼 |
| Premier Fund Managers Ltd | 31,000 | $353.4 萬 | 0.13% | −27,200−46.7% | 減碼 |
| Integrated Quantitative Investments LLC | 31,767 | $360.3 萬 | 1.06% | +1,067+3.5% | 加碼 |
| Erste Asset Management GmbH | 32,249 | $365.6 萬 | 0.03% | −56,570−63.7% | 減碼 |
| Pittenger & Anderson Inc | 32,600 | $369.7 萬 | 0.14% | 00.0% | 不變 |
| Greenland Capital Management LP | 32,925 | $373.4 萬 | 0.48% | +29,925+997.5% | 加碼 |
| Brinker Capital Investments, LLC | 33,111 | $375.5 萬 | 0.03% | +1,239+3.9% | 加碼 |
| GFG Capital, LLC | 33,206 | $376.6 萬 | 1.13% | −12,338−27.1% | 減碼 |
| ExodusPoint Capital Management, LP | 33,321 | $377.9 萬 | 0.05% | +28,036+530.5% | 加碼 |
| Aperture Investors, LLC | 33,864 | $384.1 萬 | 0.52% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 34,225 | $388.1 萬 | 0.09% | +22,701+197.0% | 加碼 |
| Pathstone Holdings, LLC | 34,189 | $388.5 萬 | 0.02% | +7,175+26.6% | 加碼 |
| CWA Asset Management Group, LLC | 34,431 | $390.5 萬 | 0.16% | −34,865−50.3% | 減碼 |
| US Bancorp | 34,534 | $391.7 萬 | 0.00% | −9,719−22.0% | 減碼 |
| Eagle Global Advisors LLC | 34,573 | $392.1 萬 | 0.16% | +40+0.1% | 加碼 |
| Twenty Acre Capital LP | 35,200 | $399.2 萬 | 2.85% | +6,500+22.6% | 加碼 |
| Pingora Partners LLC | 35,459 | $402.1 萬 | 3.00% | −240−0.7% | 減碼 |
| Hantz Financial Services, Inc. | 35,695 | $404.8 萬 | 0.07% | +7,332+25.9% | 加碼 |
| M&T Bank Corp | 36,038 | $408.7 萬 | 0.01% | +2,115+6.2% | 加碼 |
| Virtus Family Office LLC | 35,450 | $408.9 萬 | 5.24% | −15,798−30.8% | 減碼 |
| CI Private Wealth, LLC | 36,607 | $416.1 萬 | 0.01% | −4,963−11.9% | 減碼 |
| Poehling Capital Management, LLC | 37,152 | $421.3 萬 | 0.98% | +289+0.8% | 加碼 |
| Angeles Wealth Management, LLC | 37,673 | $427.2 萬 | 0.29% | +174+0.5% | 加碼 |
| Limestone Investment Advisors LP | 38,475 | $436.3 萬 | 1.89% | +38,475 | 新進 |
| Formidable Asset Management, LLC | 33,059 | $437.1 萬 | 0.73% | 00.0% | 不變 |
| Woodbridge Co Ltd | 39,000 | $442.3 萬 | 0.01% | +39,000 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 39,013 | $442.4 萬 | 1.58% | +297+0.8% | 加碼 |
| DCF Advisers, LLC | 39,150 | $444.0 萬 | 2.14% | +350+0.9% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 39,330 | $446.0 萬 | 3.16% | −32,479−45.2% | 減碼 |
| Quilter Plc | 39,439 | $447.3 萬 | 0.08% | −158−0.4% | 減碼 |
| Engineers Gate Manager LP | 39,785 | $451.2 萬 | 0.06% | +24,575+161.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,915 | $452.7 萬 | 0.00% | −6,182−13.4% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 40,305 | $457.1 萬 | 0.16% | 00.0% | 不變 |
| Horiko Capital Management LLC | 40,585 | $461.2 萬 | 1.20% | −776−1.9% | 減碼 |
| Scotia Capital Inc. | 40,868 | $463.5 萬 | 0.02% | +11,052+37.1% | 加碼 |
| Canal Capital Management, LLC | 40,901 | $463.9 萬 | 0.73% | +1,650+4.2% | 加碼 |
| Atria Investments LLC | 41,289 | $468.3 萬 | 0.06% | −4,645−10.1% | 減碼 |
| Kestra Advisory Services, LLC | 41,466 | $470.3 萬 | 0.02% | +1,938+4.9% | 加碼 |
| Assetmark, Inc | 41,478 | $470.4 萬 | 0.01% | +25,380+157.7% | 加碼 |
| Banco Santander, S.A. | 41,718 | $473.1 萬 | 0.04% | −7,406−15.1% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 41,900 | $475.2 萬 | 2.60% | 00.0% | 不變 |
| Oak Harvest Investment Services | 41,905 | $475.2 萬 | 0.60% | +4,878+13.2% | 加碼 |
| Nations Financial Group Inc, | 42,242 | $479.1 萬 | 0.33% | +1,468+3.6% | 加碼 |
| Ramirez Asset Management, Inc. | 43,013 | $487.8 萬 | 0.74% | −34,309−44.4% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 43,357 | $491.7 萬 | 3.71% | +4,276+10.9% | 加碼 |
| Hohimer Wealth Management, LLC | 43,437 | $492.6 萬 | 0.87% | −124−0.3% | 減碼 |
| Antipodes Partners Ltd | 43,622 | $494.8 萬 | 0.15% | 00.0% | 不變 |
| Colony Group, LLC | 43,723 | $495.9 萬 | 0.01% | +25,730+143.0% | 加碼 |
| D L Carlson Investment Group Inc | 43,941 | $498.3 萬 | 0.91% | −765−1.7% | 減碼 |
| QRG Capital Management, Inc. | 44,143 | $500.6 萬 | 0.04% | +1,801+4.3% | 加碼 |
| Sanctuary Advisors, LLC | 44,275 | $502.1 萬 | 0.03% | −10,849−19.7% | 減碼 |
| Parametrica Management Ltd | 44,730 | $507.3 萬 | 9.44% | −42,770−48.9% | 減碼 |
| Panagora Asset Management Inc | 44,854 | $508.7 萬 | 0.02% | +2,672+6.3% | 加碼 |
| Nwi Management LP | 45,000 | $510.3 萬 | 0.47% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 45,536 | $516.4 萬 | 0.00% | +3,133+7.4% | 加碼 |
| Helios Capital Management Pte. Ltd | 45,600 | $517.1 萬 | 3.98% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 45,609 | $517.3 萬 | 1.97% | +300+0.7% | 加碼 |
| Equitable Holdings, Inc. | 45,751 | $518.9 萬 | 0.04% | +598+1.3% | 加碼 |
| Ritholtz Wealth Management | 46,066 | $522.4 萬 | 0.12% | +1,461+3.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 46,502 | $527.4 萬 | 0.02% | +15,649+50.7% | 加碼 |
| Farley Capital L.P. | 47,216 | $535.5 萬 | 4.20% | +440+0.9% | 加碼 |
| Harber Asset Management LLC | 47,442 | $538.0 萬 | 1.73% | −33,144−41.1% | 減碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $538.7 萬 | 1.74% | 00.0% | 不變 |
| FengHe Fund Management Pte. Ltd. | 47,600 | $539.8 萬 | 0.88% | −4,600−8.8% | 減碼 |
| CastleKnight Management LP | 47,600 | $539.8 萬 | 0.36% | +47,600 | 新進 |
| Calamos Advisors LLC | 47,740 | $541.4 萬 | 0.02% | −18,725−28.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 48,567 | $550.8 萬 | 0.04% | +6,785+16.2% | 加碼 |
| Quantinno Capital Management LP | 49,455 | $560.9 萬 | 0.02% | +15,187+44.3% | 加碼 |
| Boston Partners | 49,989 | $566.9 萬 | 0.01% | +27,312+120.4% | 加碼 |
| Global Frontier Investments LLC | 50,000 | $567.1 萬 | 1.35% | +50,000 | 新進 |
| GenTrust, LLC | 49,771 | $574.4 萬 | 0.27% | 00.0% | 不變 |
| First Trust Advisors LP | 50,738 | $575.4 萬 | 0.00% | −59,297−53.9% | 減碼 |
| Deutsche Bank AG | 51,803 | $587.5 萬 | 0.00% | −510,875−90.8% | 減碼 |
| AI-Squared Management Ltd | 52,400 | $594.3 萬 | 26.81% | +16,100+44.4% | 加碼 |
| Great West Life Assurance Co | 52,595 | $596.3 萬 | 0.01% | −278,099−84.1% | 減碼 |
| Asset Management One Co.,Ltd. | 52,759 | $598.3 萬 | 0.02% | +52,759 | 新進 |
| Infusive Asset Management Inc. | 53,093 | $602.1 萬 | 2.68% | +9,628+22.2% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 53,109 | $602.3 萬 | 1.50% | +1,051+2.0% | 加碼 |
| Pzena Investment Management LLC | 53,338 | $604.9 萬 | 0.02% | +268+0.5% | 加碼 |
| Capital Wealth Planning, LLC | 53,455 | $606.2 萬 | 0.05% | +30,920+137.2% | 加碼 |
| Oppenheimer & Co Inc | 53,707 | $609.1 萬 | 0.08% | −14,536−21.3% | 減碼 |
| MMBG Investment Advisors Co. | 52,820 | $609.7 萬 | 0.61% | −1,045−1.9% | 減碼 |