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 |
|---|---|---|---|---|---|
| MIC Capital Management UK LLP | 150,000 | $1,701 萬 | 3.34% | 00.0% | 不變 |
| Tamar Securities, LLC | 150,141 | $1,703 萬 | 2.07% | +3,404+2.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 150,520 | $1,707 萬 | 0.01% | −50,192−25.0% | 減碼 |
| Marex Group plc | 151,120 | $1,714 萬 | 0.33% | −23,862−13.6% | 減碼 |
| Arnhold LLC | 152,130 | $1,725 萬 | 1.57% | 00.0% | 不變 |
| De Burlo Group Inc | 153,000 | $1,735 萬 | 2.29% | −11,000−6.7% | 減碼 |
| Contrarius Group Holdings Ltd | 155,726 | $1,766 萬 | 1.00% | −78,881−33.6% | 減碼 |
| Discovery Capital Management, LLC | 155,964 | $1,769 萬 | 1.39% | +89,964+136.3% | 加碼 |
| Public Employees Retirement System of Ohio | 157,227 | $1,783 萬 | 0.06% | −9,340−5.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 162,959 | $1,794 萬 | 0.30% | +127,161+355.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 160,247 | $1,817 萬 | 0.04% | −10,357−6.1% | 減碼 |
| Penserra Capital Management LLC | 160,716 | $1,823 萬 | 0.25% | −25,894−13.9% | 減碼 |
| UniSuper Management Pty Ltd | 162,449 | $1,842 萬 | 0.12% | −101,993−38.6% | 減碼 |
| Schroder Investment Management Group | 162,991 | $1,848 萬 | 0.02% | −36,096−18.1% | 減碼 |
| New York State Common Retirement Fund | 169,272 | $1,920 萬 | 0.03% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 170,000 | $1,928 萬 | 2.48% | +30,000+21.4% | 加碼 |
| GFS Advisors, LLC | 171,897 | $1,950 萬 | 2.67% | −375−0.2% | 減碼 |
| Meritage Portfolio Management | 172,796 | $1,960 萬 | 1.24% | −10,466−5.7% | 減碼 |
| DJE Kapital AG | 176,344 | $1,975 萬 | 0.48% | −443,866−71.6% | 減碼 |
| Cerity Partners LLC | 177,459 | $2,013 萬 | 0.04% | −66,581−27.3% | 減碼 |
| Foundations Investment Advisors, LLC | 182,286 | $2,067 萬 | 0.33% | +15,342+9.2% | 加碼 |
| Flossbach Von Storch AG | 184,000 | $2,087 萬 | 0.09% | −14,200−7.2% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 184,000 | $2,087 萬 | 9.63% | +3,400+1.9% | 加碼 |
| Vontobel Holding Ltd. | 184,702 | $2,095 萬 | 0.07% | −146,126−44.2% | 減碼 |
| Clough Capital Partners L P | 185,331 | $2,102 萬 | 2.11% | +185,331 | 新進 |
| Teewinot Capital Advisers, L.L.C. | 187,142 | $2,122 萬 | 1.74% | +187,142 | 新進 |
| Stifel Financial Corp | 190,250 | $2,158 萬 | 0.02% | −2,441−1.3% | 減碼 |
| Partners Value Investments LP | 194,375 | $2,204 萬 | 0.22% | 00.0% | 不變 |
| Daily Journal Corp大師每日期刊 | 195,000 | $2,211 萬 | 9.40% | 00.0% | 不變 |
| Creative Planning | 204,643 | $2,321 萬 | 0.02% | +41,939+25.8% | 加碼 |
| Verition Fund Management LLC | 206,015 | $2,336 萬 | 0.13% | −51,051−19.9% | 減碼 |
| Massachusetts Financial Services Co | 206,898 | $2,346 萬 | 0.01% | −1,208−0.6% | 減碼 |
| BlueCrest Capital Management Ltd | 211,574 | $2,399 萬 | 2.66% | +188,474+815.9% | 加碼 |
| Franklin Resources Inc | 216,786 | $2,459 萬 | 0.01% | −135,955−38.5% | 減碼 |
| Parus Finance (UK) Ltd | 216,905 | $2,460 萬 | 7.04% | +24,050+12.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 225,952 | $2,563 萬 | 0.17% | +14,906+7.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 226,610 | $2,570 萬 | 0.21% | +16,930+8.1% | 加碼 |
| Capital International Investors | 229,121 | $2,599 萬 | 0.00% | +8,639+3.9% | 加碼 |
| Main Street Research LLC | 226,019 | $2,608 萬 | 1.62% | +226,019 | 新進 |
| Think Investments LP | 242,548 | $2,751 萬 | 4.77% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 247,712 | $2,880 萬 | 0.05% | +88,490+55.6% | 加碼 |
| Private Management Group Inc | 256,606 | $2,910 萬 | 0.95% | −2,731−1.1% | 減碼 |
| State of Michigan Retirement System | 257,000 | $2,915 萬 | 0.15% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 257,651 | $2,922 萬 | 0.05% | −131,055−33.7% | 減碼 |
| Centiva Capital, LP | 259,416 | $2,942 萬 | 1.95% | +259,416 | 新進 |
| Pictet Asset Management Holding SA | 267,227 | $3,031 萬 | 0.03% | −237,417−47.0% | 減碼 |
| Newlands Management Operations LLC | 269,858 | $3,060 萬 | 0.16% | 00.0% | 不變 |
| Caledonia Investments PLC | 278,000 | $3,152 萬 | 3.10% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 284,179 | $3,223 萬 | 8.45% | +62,239+28.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 301,232 | $3,416 萬 | 0.10% | −9,065−2.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 300,000 | $3,426 萬 | 0.34% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 302,860 | $3,435 萬 | 1.38% | +201,113+197.7% | 加碼 |
| Infini Capital Management Ltd | 303,975 | $3,447 萬 | 22.74% | +303,950+1,215,800.0% | 加碼 |
| Rheos Capital Works Inc. | 308,600 | $3,500 萬 | 2.01% | +40,000+14.9% | 加碼 |
| Simplex Trading, LLC | 314,372 | $3,565 萬 | 0.96% | +314,372 | 新進 |
| Maxi Investments CY Ltd | 314,835 | $3,571 萬 | 5.93% | +292,500+1,309.6% | 加碼 |
| SG Americas Securities, LLC | 322,390 | $3,656 萬 | 0.16% | +303,054+1,567.3% | 加碼 |
| M&G Plc | 326,551 | $3,690 萬 | 0.20% | −102,909−24.0% | 減碼 |
| CIBC World Markets Inc. | 336,959 | $3,821 萬 | 0.08% | −160,218−32.2% | 減碼 |
| Saudi Central Bank | 334,566 | $3,861 萬 | 1.57% | +334,566 | 新進 |
| Ruffer LLP | 342,672 | $3,886 萬 | 1.72% | −867,737−71.7% | 減碼 |
| Todd Asset Management LLC | 348,575 | $3,953 萬 | 0.85% | +33,260+10.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 348,980 | $3,958 萬 | 0.14% | −4,029,691−92.0% | 減碼 |
| Clark Capital Management Group, Inc. | 352,060 | $3,993 萬 | 0.28% | −110,420−23.9% | 減碼 |
| Novo Holdings A/S | 372,327 | $4,223 萬 | 2.98% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 377,036 | $4,276 萬 | 0.01% | +106,052+39.1% | 加碼 |
| Citadel Advisors LLC | 383,777 | $4,352 萬 | 0.04% | −243,273−38.8% | 減碼 |
| Envestnet Asset Management Inc | 384,711 | $4,363 萬 | 0.01% | −34,757−8.3% | 減碼 |
| Aviva PLC | 391,170 | $4,436 萬 | 0.09% | +12,046+3.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 400,210 | $4,539 萬 | 0.08% | +18,423+4.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 424,643 | $4,816 萬 | 0.77% | −243,479−36.4% | 減碼 |
| Maple Rock Capital Partners Inc. | 425,230 | $4,823 萬 | 2.41% | −178,085−29.5% | 減碼 |
| Alliancebernstein L.P. | 431,983 | $4,899 萬 | 0.02% | −105,388−19.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 436,097 | $4,930 萬 | 0.45% | +76,063+21.1% | 加碼 |
| GMT Capital Corp | 436,200 | $4,947 萬 | 2.07% | −254,800−36.9% | 減碼 |
| Bank of Montreal | 441,608 | $5,008 萬 | 0.03% | −332,758−43.0% | 減碼 |
| ARGA Investment Management, LP | 452,851 | $5,136 萬 | 1.40% | −17,328−3.7% | 減碼 |
| 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 |
| Voya Investment Management LLC | 470,388 | $5,335 萬 | 0.05% | +15,408+3.4% | 加碼 |
| PEAK6 LLC | 476,571 | $5,405 萬 | 1.84% | +476,571 | 新進 |
| STRS Ohio | 479,715 | $5,440 萬 | 0.20% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 484,152 | $5,491 萬 | 0.71% | −9,622−1.9% | 減碼 |
| Ameriprise Financial Inc | 484,784 | $5,493 萬 | 0.01% | −94,920−16.4% | 減碼 |
| RWC Asset Advisors (US) LLC | 488,630 | $5,542 萬 | 13.37% | −126,535−20.6% | 減碼 |
| Patient Capital Management, LLC | 499,110 | $5,660 萬 | 2.55% | −34,979−6.5% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $5,671 萬 | 2.21% | 00.0% | 不變 |
| Walleye Trading LLC | 503,994 | $5,716 萬 | 1.40% | +134,721+36.5% | 加碼 |
| Kadensa Capital Ltd | 504,822 | $5,725 萬 | 9.12% | +47,958+10.5% | 加碼 |
| Russell Investments Group, Ltd. | 513,201 | $5,821 萬 | 0.07% | −31,957−5.9% | 減碼 |
| Ci Investments Inc. | 513,455 | $5,823 萬 | 0.22% | +60,751+13.4% | 加碼 |
| Capital World Investors | 513,964 | $5,829 萬 | 0.01% | −52,777−9.3% | 減碼 |
| Amundi | 527,646 | $5,842 萬 | 0.02% | −311,192−37.1% | 減碼 |
| Clear Street LLC | 515,853 | $5,850 萬 | 0.35% | +515,853 | 新進 |
| Carrhae Capital LLP | 523,722 | $5,940 萬 | 5.68% | −35,251−6.3% | 減碼 |
| Toronto Dominion Bank | 526,420 | $5,970 萬 | 0.13% | +4,358+0.8% | 加碼 |
| Qube Research & Technologies Ltd | 527,240 | $5,979 萬 | 0.08% | −97,303−15.6% | 減碼 |
| HighTower Advisors, LLC | 543,780 | $6,167 萬 | 0.08% | −110,316−16.9% | 減碼 |
| LPL Financial LLC | 551,159 | $6,251 萬 | 0.02% | −11,658−2.1% | 減碼 |
| LMR Partners LLP | 551,236 | $6,252 萬 | 0.97% | +443,697+412.6% | 加碼 |
| Allianz Asset Management GmbH | 561,516 | $6,368 萬 | 0.08% | +86,199+18.1% | 加碼 |