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、0 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 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 | $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 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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 373,117 | $6,669 萬 | 1.03% | −51,526−12.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 371,983 | $6,648 萬 | 0.38% | +323,416+665.9% | 加碼 |
| Baillie Gifford & Co | 371,605 | $6,642 萬 | 0.05% | +371,605 | 新進 |
| Contrarius Group Holdings Ltd | 365,117 | $6,526 萬 | 2.95% | +209,391+134.5% | 加碼 |
| Kadensa Capital Ltd | 359,919 | $6,433 萬 | 6.62% | −144,903−28.7% | 減碼 |
| Ameriprise Financial Inc | 356,127 | $6,373 萬 | 0.01% | −128,657−26.5% | 減碼 |
| Saudi Central Bank | 334,566 | $5,980 萬 | 2.27% | 00.0% | 不變 |
| Todd Asset Management LLC | 333,465 | $5,960 萬 | 1.21% | −15,110−4.3% | 減碼 |
| Anomaly Capital Management, LP | 328,793 | $5,877 萬 | 1.73% | +328,793 | 新進 |
| SEI Investments Co | 298,038 | $5,327 萬 | 0.06% | +174,387+141.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 294,446 | $5,287 萬 | 0.40% | −141,651−32.5% | 減碼 |
| Walleye Trading LLC | 292,487 | $5,228 萬 | 0.84% | −211,507−42.0% | 減碼 |
| Clark Capital Management Group, Inc. | 290,459 | $5,191 萬 | 0.33% | −61,601−17.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 288,948 | $5,165 萬 | 0.56% | +279,600+2,991.0% | 加碼 |
| Artemis Investment Management LLP | 278,201 | $4,972 萬 | 0.62% | +278,201 | 新進 |
| Caledonia Investments PLC | 278,000 | $4,967 萬 | 4.89% | 00.0% | 不變 |
| Sustainable Growth Advisers, LP | 277,817 | $4,965 萬 | 0.29% | +185,433+200.7% | 加碼 |
| Forest Avenue Capital Management LP | 277,798 | $4,965 萬 | 3.73% | +277,798 | 新進 |
| Credit Agricole S A | 274,706 | $4,910 萬 | 0.16% | +274,706 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 272,841 | $4,876 萬 | 5.45% | +102,841+60.5% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $4,823 萬 | 0.23% | 00.0% | 不變 |
| WT Asset Management Ltd | 260,000 | $4,647 萬 | 2.15% | +260,000 | 新進 |
| Alta Park Capital, LP | 259,292 | $4,634 萬 | 4.67% | +259,292 | 新進 |
| Novo Holdings A/S | 257,327 | $4,599 萬 | 2.96% | −115,000−30.9% | 減碼 |
| State of Michigan Retirement System | 257,000 | $4,593 萬 | 0.22% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 250,000 | $4,468 萬 | 2.89% | +250,000 | 新進 |
| Natixis Advisors, L.P. | 248,844 | $4,448 萬 | 0.06% | −8,807−3.4% | 減碼 |
| CIBC World Markets Inc. | 245,595 | $4,390 萬 | 0.09% | −91,364−27.1% | 減碼 |
| Think Investments LP | 242,548 | $4,335 萬 | 5.73% | 00.0% | 不變 |
| Capital International Investors | 241,426 | $4,316 萬 | 0.01% | +12,305+5.4% | 加碼 |
| Tairen Capital Ltd | 240,876 | $4,305 萬 | 4.65% | +240,876 | 新進 |
| CTC LLC | 239,839 | $4,287 萬 | 1.75% | −328,194−57.8% | 減碼 |
| Warther Private Wealth, LLC | 239,332 | $4,278 萬 | 10.12% | −44,847−15.8% | 減碼 |
| Pictet Asset Management Holding SA | 237,911 | $4,252 萬 | 0.04% | −29,316−11.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 236,055 | $4,219 萬 | 0.25% | +10,103+4.5% | 加碼 |
| Rokos Capital Management LLP | 235,757 | $4,213 萬 | 0.53% | +86,996+58.5% | 加碼 |
| Creative Planning | 234,911 | $4,199 萬 | 0.03% | +30,268+14.8% | 加碼 |
| Private Management Group Inc | 232,346 | $4,153 萬 | 1.24% | −24,260−9.5% | 減碼 |
| Penserra Capital Management LLC | 230,423 | $4,118 萬 | 0.49% | +69,707+43.4% | 加碼 |
| Advisor Group Holdings, Inc. | 262,977 | $4,105 萬 | 0.06% | +15,265+6.2% | 加碼 |
| Oriental Harbor Investment Fund | 221,003 | $3,950 萬 | 3.06% | +221,003 | 新進 |
| Parus Finance (UK) Ltd | 216,805 | $3,875 萬 | 10.18% | −1000.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 212,619 | $3,800 萬 | 0.02% | +172,704+432.7% | 加碼 |
| M&G Plc | 210,015 | $3,759 萬 | 0.20% | −116,536−35.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 210,178 | $3,757 萬 | 0.22% | +210,178 | 新進 |
| Arrowstreet Capital, Limited Partnership | 208,938 | $3,734 萬 | 0.02% | +58,418+38.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 208,580 | $3,728 萬 | 0.28% | −18,030−8.0% | 減碼 |
| Massachusetts Financial Services Co | 203,807 | $3,643 萬 | 0.01% | −3,091−1.5% | 減碼 |
| SIH Partners, LLLP | 200,737 | $3,588 萬 | 3.14% | −935,306−82.3% | 減碼 |
| Millennium Management LLC | 199,599 | $3,567 萬 | 0.03% | −1,860,936−90.3% | 減碼 |
| Keystone Investors Pte Ltd | 198,435 | $3,547 萬 | 4.10% | +198,435 | 新進 |
| Foundations Investment Advisors, LLC | 197,512 | $3,530 萬 | 0.51% | +15,226+8.4% | 加碼 |
| Susquehanna International Group, LLP | 197,239 | $3,525 萬 | 0.05% | −561,502−74.0% | 減碼 |
| Vontobel Holding Ltd. | 195,891 | $3,501 萬 | 0.11% | +11,189+6.1% | 加碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $3,485 萬 | 13.29% | 00.0% | 不變 |
| National Bank of Canada | 194,501 | $3,475 萬 | 0.04% | −407,732−67.7% | 減碼 |
| Fred Alger Management, LLC | 189,024 | $3,378 萬 | 0.13% | +189,024 | 新進 |
| Marex Group plc | 186,006 | $3,324 萬 | 0.41% | +34,886+23.1% | 加碼 |
| Liontrust Investment Partners LLP | 183,228 | $3,275 萬 | 0.48% | +62,635+51.9% | 加碼 |
| Stifel Financial Corp | 182,999 | $3,271 萬 | 0.03% | −7,251−3.8% | 減碼 |
| Monolith Management Ltd | 180,778 | $3,231 萬 | 14.24% | +180,778 | 新進 |
| Cerity Partners LLC | 179,346 | $3,205 萬 | 0.05% | +1,887+1.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 179,006 | $3,199 萬 | 0.31% | +153,118+591.5% | 加碼 |
| GFS Advisors, LLC | 171,462 | $3,065 萬 | 3.91% | −435−0.3% | 減碼 |
| ExodusPoint Capital Management, LP | 171,089 | $3,058 萬 | 0.43% | +137,768+413.5% | 加碼 |
| GMT Capital Corp | 166,200 | $2,970 萬 | 1.35% | −270,000−61.9% | 減碼 |
| UniSuper Management Pty Ltd | 162,449 | $2,903 萬 | 0.18% | 00.0% | 不變 |
| Triata Capital Ltd | 162,241 | $2,900 萬 | 3.38% | +94,600+139.9% | 加碼 |
| HRT Financial LP | 161,451 | $2,886 萬 | 0.11% | +161,451 | 新進 |
| Mane Global Capital Management LP | 160,057 | $2,861 萬 | 1.34% | +160,057 | 新進 |
| Crossmark Global Holdings, Inc. | 159,110 | $2,844 萬 | 0.43% | +30,774+24.0% | 加碼 |
| Cetera Investment Advisers | 158,549 | $2,834 萬 | 0.03% | +52,155+49.0% | 加碼 |
| Public Employees Retirement System of Ohio | 157,927 | $2,823 萬 | 0.09% | +700+0.4% | 加碼 |
| Armistice Capital, LLC | 156,000 | $2,788 萬 | 0.88% | +98,000+169.0% | 加碼 |
| Tamar Securities, LLC | 155,563 | $2,780 萬 | 3.17% | +5,422+3.6% | 加碼 |
| Flossbach Von Storch AG | 155,000 | $2,770 萬 | 0.11% | −29,000−15.8% | 減碼 |
| New York State Common Retirement Fund | 152,912 | $2,733 萬 | 0.04% | −16,360−9.7% | 減碼 |
| Arnhold LLC | 150,736 | $2,694 萬 | 2.25% | −1,394−0.9% | 減碼 |
| MIC Capital Management UK LLP | 150,000 | $2,681 萬 | 5.36% | 00.0% | 不變 |
| RWC Asset Management LLP | 149,596 | $2,674 萬 | 1.29% | +3,588+2.5% | 加碼 |
| Fiduciary Alliance LLC | 149,096 | $2,665 萬 | 1.79% | +9,726+7.0% | 加碼 |
| Ovata Capital Management Ltd | 143,855 | $2,618 萬 | 5.24% | +1,513+1.1% | 加碼 |
| Contrarian Capital Management, L.L.C. | 143,760 | $2,569 萬 | 6.48% | +143,760 | 新進 |
| Union Bancaire Privee, UBP SA | 146,605 | $2,563 萬 | 0.53% | −16,354−10.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 137,211 | $2,452 萬 | 0.17% | −9,009−6.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 135,500 | $2,422 萬 | 0.45% | 00.0% | 不變 |
| Meritage Portfolio Management | 135,484 | $2,422 萬 | 1.61% | −37,312−21.6% | 減碼 |
| Capital Wealth Planning, LLC | 134,406 | $2,402 萬 | 0.17% | +80,951+151.4% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 131,200 | $2,345 萬 | 2.14% | +83,600+175.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 125,194 | $2,238 萬 | 0.09% | +4,689+3.9% | 加碼 |
| Westend Capital Management, LLC | 124,756 | $2,230 萬 | 6.50% | +124,590+75,054.2% | 加碼 |
| Wolverine Trading, LLC | 120,294 | $2,164 萬 | 0.44% | −25,137−17.3% | 減碼 |
| Headwater Capital Co Ltd | 120,000 | $2,145 萬 | 5.25% | +120,000 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 119,868 | $2,142 萬 | 0.05% | −40,379−25.2% | 減碼 |
| Clough Capital Partners L P | 116,700 | $2,086 萬 | 1.86% | −68,631−37.0% | 減碼 |
| Franklin Resources Inc | 115,841 | $2,070 萬 | 0.01% | −100,945−46.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 115,586 | $2,066 萬 | 0.56% | +3,175+2.8% | 加碼 |
| Brevan Howard Capital Management LP | 114,105 | $2,039 萬 | 0.29% | +88,046+337.9% | 加碼 |
| GWM Advisors LLC | 113,479 | $2,028 萬 | 0.09% | +12,295+12.2% | 加碼 |
| NWF Advisory Services Inc. | 113,217 | $2,024 萬 | 2.22% | +1,135+1.0% | 加碼 |