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、1 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 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/9/30 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
- 1,420
- 較 2025 年第 2 季 +165 家
- 持有股數
- 2.65 億
- 較 2025 年第 2 季 +53.0 萬 (+0.2%)
- 總市值
- $473.8 億
- 較 2025 年第 2 季 +$173.8 億 (+57.9%)
- 新進機構
- 287
- 另有 479 家加碼
- 清倉機構
- 122
- 另有 450 家減碼
另有 21 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 19,988,166 | $35.7 億 | 2.74% | −776,110−3.7% | 減碼 |
| JPMorgan Chase & Co | 16,909,915 | $30.2 億 | 0.19% | −2,996,504−15.1% | 減碼 |
| FMR LLC | 11,966,783 | $21.4 億 | 0.11% | +2,820,257+30.8% | 加碼 |
| Goldman Sachs Group Inc | 11,772,859 | $21.0 億 | 0.30% | −902,386−7.1% | 減碼 |
| Dodge & Cox | 10,975,370 | $19.6 億 | 1.06% | +11,100+0.1% | 加碼 |
| UBS Group AG | 8,427,575 | $15.1 億 | 0.29% | +1,381,028+19.6% | 加碼 |
| HSBC Holdings PLC | 8,020,518 | $14.4 億 | 0.85% | −247,358−3.0% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 6,450,000 | $11.5 億 | 15.61% | −617,271−8.7% | 減碼 |
| Bank of America Corp | 6,306,620 | $11.3 億 | 0.08% | +439,619+7.5% | 加碼 |
| Capital World Investors | 6,038,318 | $10.8 億 | 0.15% | +5,524,354+1,074.9% | 加碼 |
| UBS Asset Management Americas Inc | 5,762,261 | $10.3 億 | 0.22% | +772,642+15.5% | 加碼 |
| BlackRock, Inc. | 5,466,303 | $9.77 億 | 0.02% | +2,643,126+93.6% | 加碼 |
| Fisher Asset Management, LLC | 5,293,597 | $9.46 億 | 0.34% | +26,156+0.5% | 加碼 |
| Morgan Stanley | 5,043,288 | $9.01 億 | 0.05% | −1,498,102−22.9% | 減碼 |
| Sanders Capital, LLC | 3,607,811 | $6.45 億 | 0.79% | −4,925,348−57.7% | 減碼 |
| Bank of Montreal | 3,562,814 | $6.37 億 | 0.26% | +3,121,206+706.8% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,289,666 | $5.88 億 | 14.37% | +2,139,966+186.1% | 加碼 |
| Jane Street Group, LLC | 3,036,847 | $5.43 億 | 0.63% | +3,034,418+124,924.6% | 加碼 |
| American Century Companies Inc | 2,987,539 | $5.34 億 | 0.27% | +448,484+17.7% | 加碼 |
| Discerene Group LP | 2,985,487 | $5.34 億 | 48.34% | 00.0% | 不變 |
| H&H International Investment, LLC大師H&H 國際投資 | 2,777,330 | $4.96 億 | 3.38% | −968,900−25.9% | 減碼 |
| RWWM, Inc. | 2,466,729 | $4.41 億 | 31.48% | −91,123−3.6% | 減碼 |
| Wells Fargo & Company | 2,411,434 | $4.31 億 | 0.09% | +899,511+59.5% | 加碼 |
| Macquarie Group Ltd | 2,283,302 | $4.08 億 | 0.48% | +13,006+0.6% | 加碼 |
| Royal Bank of Canada | 2,256,839 | $4.03 億 | 0.07% | +424,810+23.2% | 加碼 |
| AMF Pensionsforsakring AB | 2,226,005 | $3.98 億 | 2.52% | −465,681−17.3% | 減碼 |
| Citigroup Inc | 2,180,551 | $3.90 億 | 0.27% | −457,963−17.4% | 減碼 |
| Barclays PLC | 2,147,036 | $3.84 億 | 0.14% | +1,523,488+244.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,028,659 | $3.63 億 | 0.08% | +166,134+8.9% | 加碼 |
| Coatue Management LLC大師Coatue | 1,996,593 | $3.57 億 | 0.87% | +1,128,826+130.1% | 加碼 |
| Temasek Holdings (Private) Ltd | 1,850,754 | $3.31 億 | 1.15% | 00.0% | 不變 |
| Northern Trust Corp | 1,743,807 | $3.12 億 | 0.04% | +129,180+8.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,623,721 | $2.90 億 | 0.42% | +1,623,721 | 新進 |
| UG Investment Advisers Ltd. | 1,556,654 | $2.78 億 | 43.55% | −207,437−11.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,542,317 | $2.76 億 | 0.21% | +608,875+65.2% | 加碼 |
| Assenagon Asset Management S.A. | 1,455,479 | $2.60 億 | 0.38% | −551,112−27.5% | 減碼 |
| Polunin Capital Partners Ltd | 1,381,634 | $2.60 億 | 38.20% | −45,000−3.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,416,814 | $2.53 億 | 0.20% | −3,029,297−68.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,399,205 | $2.50 億 | 0.40% | +336,864+31.7% | 加碼 |
| Invesco Ltd. | 1,342,007 | $2.40 億 | 0.04% | −1,926,569−58.9% | 減碼 |
| Man Group plc | 1,320,997 | $2.36 億 | 0.46% | −245,761−15.7% | 減碼 |
| Nordea Investment Management AB | 1,293,175 | $2.32 億 | 0.20% | −47,643−3.6% | 減碼 |
| Causeway Capital Management LLC | 1,231,464 | $2.20 億 | 2.91% | −11,005−0.9% | 減碼 |
| Clearbridge Investments, LLC | 1,227,178 | $2.19 億 | 0.17% | +1,227,178 | 新進 |
| AXA Investment Managers S.A. | 1,224,093 | $2.19 億 | 0.59% | +1,224,093 | 新進 |
| Trivest Advisors Ltd | 1,130,900 | $2.02 億 | 6.45% | +1,130,900 | 新進 |
| Neuberger Berman Group LLC | 1,102,818 | $1.97 億 | 0.14% | +259,293+30.7% | 加碼 |
| Lazard Asset Management LLC | 1,071,580 | $1.92 億 | 0.26% | −50,709−4.5% | 減碼 |
| Wellington Management Group LLP | 1,066,611 | $1.91 億 | 0.03% | −19,610−1.8% | 減碼 |
| Bamco Inc | 1,003,699 | $1.79 億 | 0.48% | +55,684+5.9% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 969,100 | $1.73 億 | 2.28% | +969,100 | 新進 |
| TT International Asset Management LTD | 942,176 | $1.68 億 | 32.61% | +349,162+58.9% | 加碼 |
| Nuveen, LLC | 894,571 | $1.60 億 | 0.04% | −362,633−28.8% | 減碼 |
| Eminence Capital, LP | 865,537 | $1.55 億 | 2.27% | −233,554−21.2% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 843,409 | $1.51 億 | 3.39% | +378,409+81.4% | 加碼 |
| CapitalatWork S.A. | 795,387 | $1.42 億 | 4.13% | −24,728−3.0% | 減碼 |
| Handelsbanken Fonder AB | 759,556 | $1.36 億 | 0.43% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 744,361 | $1.33 億 | 0.16% | −1,765,829−70.3% | 減碼 |
| Clear Street Group Inc. | 725,753 | $1.30 億 | 0.63% | +725,753 | 新進 |
| Rockefeller Capital Management L.P. | 715,555 | $1.28 億 | 0.25% | −46,248−6.1% | 減碼 |
| Bank of New York Mellon Corp | 714,794 | $1.28 億 | 0.02% | +337,758+89.6% | 加碼 |
| Raymond James Financial Inc | 660,126 | $1.18 億 | 0.04% | +10,906+1.7% | 加碼 |
| Brandes Investment Partners, LP | 657,221 | $1.17 億 | 0.94% | +23,489+3.7% | 加碼 |
| Polar Capital Holdings Plc | 648,396 | $1.16 億 | 0.56% | −63,329−8.9% | 減碼 |
| LPL Financial LLC | 626,257 | $1.12 億 | 0.03% | +75,098+13.6% | 加碼 |
| Amundi | 590,758 | $1.11 億 | 0.04% | +63,112+12.0% | 加碼 |
| Toronto Dominion Bank | 598,965 | $1.07 億 | 0.21% | +72,545+13.8% | 加碼 |
| Legal & General Group Plc | 597,562 | $1.07 億 | 0.02% | +12,661+2.2% | 加碼 |
| Baird Financial Group, Inc. | 594,550 | $1.06 億 | 0.17% | +17,155+3.0% | 加碼 |
| Squarepoint Ops LLC | 591,936 | $1.06 億 | 0.22% | −798,923−57.4% | 減碼 |
| State Street Corp | 588,510 | $1.05 億 | 0.00% | −35,052−5.6% | 減碼 |
| HighTower Advisors, LLC | 566,981 | $1.01 億 | 0.12% | +23,201+4.3% | 加碼 |
| Thornburg Investment Management Inc | 553,384 | $9,891 萬 | 1.29% | +69,232+14.3% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 551,128 | $9,850 萬 | 55.93% | −13,248−2.3% | 減碼 |
| Marshall Wace, LLP | 551,123 | $9,850 萬 | 0.11% | +448,023+434.6% | 加碼 |
| Voya Investment Management LLC | 538,008 | $9,616 萬 | 0.10% | +67,620+14.4% | 加碼 |
| Alyeska Investment Group, L.P. | 534,004 | $9,544 萬 | 0.29% | +534,004 | 新進 |
| Ci Investments Inc. | 507,543 | $9,071 萬 | 0.33% | −5,912−1.2% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $8,937 萬 | 3.18% | 00.0% | 不變 |
| Carrhae Capital LLP | 498,234 | $8,905 萬 | 8.45% | −25,488−4.9% | 減碼 |
| Patient Capital Management, LLC | 489,677 | $8,752 萬 | 3.50% | −9,433−1.9% | 減碼 |
| RWC Asset Advisors (US) LLC | 482,503 | $8,624 萬 | 14.12% | −6,127−1.3% | 減碼 |
| Allianz Asset Management GmbH | 482,068 | $8,616 萬 | 0.11% | −79,448−14.1% | 減碼 |
| Price T Rowe Associates Inc | 479,890 | $8,577 萬 | 0.01% | −637,064−57.0% | 減碼 |
| BIT Capital GmbH | 473,427 | $8,462 萬 | 3.86% | +468,677+9,866.9% | 加碼 |
| STRS Ohio | 465,260 | $8,316 萬 | 0.30% | −14,455−3.0% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 460,650 | $8,233 萬 | 6.40% | +273,508+146.1% | 加碼 |
| ARGA Investment Management, LP | 452,851 | $8,094 萬 | 2.15% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 450,474 | $8,051 萬 | 0.16% | +312,858+227.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 450,000 | $8,043 萬 | 0.61% | +150,000+50.0% | 加碼 |
| Alliancebernstein L.P. | 419,849 | $7,504 萬 | 0.02% | −12,134−2.8% | 減碼 |
| Capula Management Ltd | 408,628 | $7,303 萬 | 0.54% | +382,226+1,447.7% | 加碼 |
| Maple Rock Capital Partners Inc. | 406,930 | $7,273 萬 | 2.94% | −18,300−4.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 405,027 | $7,239 萬 | 0.23% | +56,047+16.1% | 加碼 |
| Russell Investments Group, Ltd. | 404,199 | $7,225 萬 | 0.08% | −109,002−21.2% | 減碼 |
| Envestnet Asset Management Inc | 403,060 | $7,204 萬 | 0.02% | +18,349+4.8% | 加碼 |
| LMR Partners LLP | 402,378 | $7,192 萬 | 0.93% | −148,858−27.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 400,765 | $7,163 萬 | 0.12% | +555+0.1% | 加碼 |
| Ruffer LLP | 384,886 | $6,879 萬 | 3.82% | +42,214+12.3% | 加碼 |
| Aviva PLC | 382,322 | $6,833 萬 | 0.12% | −8,848−2.3% | 減碼 |