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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/12/31 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
- 1,439
- 較 2025 年第 3 季 +42 家
- 持有股數
- 2.66 億
- 較 2025 年第 3 季 +218.7 萬 (+0.8%)
- 總市值
- $390.1 億
- 較 2025 年第 3 季 −$81.1 億 (−17.2%)
- 新進機構
- 232
- 另有 502 家加碼
- 清倉機構
- 190
- 另有 454 家減碼
另有 23 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 21,647,160 | $31.7 億 | 0.21% | +4,737,245+28.0% | 加碼 |
| Primecap Management Co | 18,977,436 | $27.8 億 | 2.11% | −1,010,730−5.1% | 減碼 |
| UBS Group AG | 10,709,880 | $15.7 億 | 0.31% | +2,282,305+27.1% | 加碼 |
| FMR LLC | 10,265,691 | $15.0 億 | 0.08% | −1,701,092−14.2% | 減碼 |
| Dodge & Cox | 10,016,870 | $14.7 億 | 0.79% | −958,500−8.7% | 減碼 |
| HSBC Holdings PLC | 8,595,904 | $12.6 億 | 0.72% | +575,386+7.2% | 加碼 |
| Goldman Sachs Group Inc | 7,665,627 | $11.2 億 | 0.16% | −4,107,232−34.9% | 減碼 |
| Capital World Investors | 6,505,165 | $9.54 億 | 0.13% | +466,847+7.7% | 加碼 |
| UBS Asset Management Americas Inc | 5,750,996 | $8.43 億 | 0.18% | −11,265−0.2% | 減碼 |
| Bank of America Corp | 5,603,941 | $8.21 億 | 0.06% | −702,679−11.1% | 減碼 |
| Morgan Stanley | 5,445,261 | $7.98 億 | 0.05% | +401,973+8.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,430,346 | $7.96 億 | 25.65% | +2,140,680+65.1% | 加碼 |
| Fisher Asset Management, LLC | 5,335,894 | $7.82 億 | 0.27% | +42,297+0.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 5,137,931 | $7.53 億 | 10.99% | −1,312,069−20.3% | 減碼 |
| Norges Bank | 4,055,651 | $5.94 億 | 0.06% | +4,055,651 | 新進 |
| BlackRock, Inc. | 3,817,181 | $5.60 億 | 0.01% | −1,649,122−30.2% | 減碼 |
| American Century Companies Inc | 3,293,118 | $4.83 億 | 0.24% | +305,579+10.2% | 加碼 |
| Discerene Group LP | 2,980,844 | $4.37 億 | 44.46% | −4,643−0.2% | 減碼 |
| Citigroup Inc | 2,844,328 | $4.17 億 | 0.28% | +663,777+30.4% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 2,560,500 | $3.75 億 | 2.15% | −216,830−7.8% | 減碼 |
| RWWM, Inc. | 2,378,559 | $3.49 億 | 23.96% | −88,170−3.6% | 減碼 |
| Nomura Asset Management International Inc. | 2,261,330 | $3.31 億 | 0.50% | +2,261,330 | 新進 |
| AMF Pensionsforsakring AB | 2,120,021 | $3.11 億 | 1.93% | −105,984−4.8% | 減碼 |
| Barclays PLC | 2,100,129 | $3.08 億 | 0.12% | −46,907−2.2% | 減碼 |
| Royal Bank of Canada | 2,007,605 | $2.94 億 | 0.05% | −249,234−11.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,964,176 | $2.88 億 | 0.06% | −64,483−3.2% | 減碼 |
| Wells Fargo & Company | 1,900,503 | $2.79 億 | 0.05% | −510,931−21.2% | 減碼 |
| Landesbank Baden-Wuerttemberg | 1,800,000 | $2.66 億 | 48.83% | +1,800,000 | 新進 |
| Northern Trust Corp | 1,811,228 | $2.65 億 | 0.03% | +67,421+3.9% | 加碼 |
| Invesco Ltd. | 1,725,802 | $2.53 億 | 0.02% | +383,795+28.6% | 加碼 |
| SG Americas Securities, LLC | 1,703,760 | $2.50 億 | 0.33% | +1,617,616+1,877.8% | 加碼 |
| Price T Rowe Associates Inc | 1,688,109 | $2.47 億 | 0.03% | +1,208,219+251.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,661,553 | $2.44 億 | 0.36% | +262,348+18.7% | 加碼 |
| Polunin Capital Partners Ltd | 1,383,722 | $2.29 億 | 35.26% | +2,088+0.2% | 加碼 |
| Capula Management Ltd | 1,449,316 | $2.12 億 | 1.38% | +1,040,688+254.7% | 加碼 |
| Jane Street Group, LLC | 1,433,768 | $2.10 億 | 0.25% | −1,603,079−52.8% | 減碼 |
| UG Investment Advisers Ltd. | 1,359,363 | $1.99 億 | 45.91% | −197,291−12.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,313,262 | $1.92 億 | 0.62% | −537,492−29.0% | 減碼 |
| Bank of Montreal | 1,297,520 | $1.90 億 | 0.08% | −2,265,294−63.6% | 減碼 |
| Nordea Investment Management AB | 1,240,360 | $1.81 億 | 0.16% | −52,815−4.1% | 減碼 |
| Neuberger Berman Group LLC | 1,203,866 | $1.76 億 | 0.13% | +101,048+9.2% | 加碼 |
| Causeway Capital Management LLC | 1,203,049 | $1.76 億 | 2.43% | −28,415−2.3% | 減碼 |
| Clearbridge Investments, LLC | 1,167,370 | $1.71 億 | 0.14% | −59,808−4.9% | 減碼 |
| SIH Partners, LLLP | 1,165,325 | $1.71 億 | 9.94% | +964,588+480.5% | 加碼 |
| Handelsbanken Fonder AB | 1,161,556 | $1.70 億 | 0.51% | +402,000+52.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,151,403 | $1.69 億 | 0.11% | −390,914−25.3% | 減碼 |
| Man Group plc | 1,106,553 | $1.62 億 | 0.31% | −214,444−16.2% | 減碼 |
| Altshuler Shaham Ltd | 1,094,350 | $1.60 億 | 2.45% | +1,094,350 | 新進 |
| Bamco Inc | 1,071,647 | $1.57 億 | 0.43% | +67,948+6.8% | 加碼 |
| Lazard Asset Management LLC | 1,030,104 | $1.51 億 | 0.26% | −41,476−3.9% | 減碼 |
| Wellington Management Group LLP | 1,017,259 | $1.49 億 | 0.03% | −49,352−4.6% | 減碼 |
| Ci Investments Inc. | 990,036 | $1.45 億 | 0.64% | +482,493+95.1% | 加碼 |
| Bank of New York Mellon Corp | 971,353 | $1.42 億 | 0.03% | +256,559+35.9% | 加碼 |
| Artisan Partners Limited Partnership | 919,312 | $1.35 億 | 0.21% | −704,409−43.4% | 減碼 |
| Nuveen, LLC | 906,910 | $1.33 億 | 0.03% | +12,339+1.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 694,305 | $1.29 億 | 0.15% | +690,708+19,202.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 843,409 | $1.24 億 | 3.06% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 827,351 | $1.21 億 | 0.17% | +630,112+319.5% | 加碼 |
| Eminence Capital, LP | 825,761 | $1.21 億 | 1.91% | −39,776−4.6% | 減碼 |
| Third Point LLC大師第三點資本 | 825,000 | $1.21 億 | 1.66% | +825,000 | 新進 |
| Baillie Gifford & Co | 740,365 | $1.09 億 | 0.09% | +368,760+99.2% | 加碼 |
| Bbfit Investments Pte Ltd | 728,800 | $1.07 億 | 10.65% | +728,800 | 新進 |
| Clear Street Group Inc. | 725,753 | $1.06 億 | 0.56% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 717,596 | $1.05 億 | 0.08% | −699,218−49.4% | 減碼 |
| CapitalatWork S.A. | 708,496 | $1.04 億 | 3.17% | −86,891−10.9% | 減碼 |
| Loomis Sayles & Co L P | 663,819 | $9,730 萬 | 0.12% | −80,542−10.8% | 減碼 |
| Amundi | 656,627 | $9,625 萬 | 0.03% | +65,869+11.1% | 加碼 |
| Rockefeller Capital Management L.P. | 650,077 | $9,529 萬 | 0.17% | −65,478−9.2% | 減碼 |
| Brandes Investment Partners, LP | 639,228 | $9,370 萬 | 0.71% | −17,993−2.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 637,808 | $9,349 萬 | 0.62% | +427,630+203.5% | 加碼 |
| LPL Financial LLC | 635,179 | $9,310 萬 | 0.03% | +8,922+1.4% | 加碼 |
| Syquant Capital SAS | 621,505 | $9,110 萬 | 11.15% | +621,505 | 新進 |
| HighTower Advisors, LLC | 605,243 | $8,872 萬 | 0.10% | +38,262+6.7% | 加碼 |
| Toronto Dominion Bank | 598,760 | $8,777 萬 | 0.15% | −2050.0% | 減碼 |
| Polar Capital Holdings Plc | 590,917 | $8,662 萬 | 0.40% | −57,479−8.9% | 減碼 |
| Thornburg Investment Management Inc | 584,028 | $8,561 萬 | 1.08% | +30,644+5.5% | 加碼 |
| Raymond James Financial Inc | 568,386 | $8,331 萬 | 0.03% | −91,740−13.9% | 減碼 |
| Baird Financial Group, Inc. | 565,418 | $8,288 萬 | 0.13% | −29,132−4.9% | 減碼 |
| Janus Henderson Group PLC | 557,742 | $8,175 萬 | 0.04% | +557,742 | 新進 |
| Voya Investment Management LLC | 548,393 | $8,038 萬 | 0.08% | +10,385+1.9% | 加碼 |
| Legal & General Group Plc | 543,026 | $7,959 萬 | 0.02% | −54,536−9.1% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $7,329 萬 | 2.62% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 488,608 | $7,162 萬 | 0.08% | +6,540+1.4% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 482,703 | $7,075 萬 | 57.72% | −68,425−12.4% | 減碼 |
| Ruffer LLP | 481,064 | $7,062 萬 | 3.22% | +96,178+25.0% | 加碼 |
| State Street Corp | 473,632 | $6,942 萬 | 0.00% | −114,878−19.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 464,181 | $6,804 萬 | 0.19% | +59,154+14.6% | 加碼 |
| National Bank of Canada | 452,759 | $6,636 萬 | 0.07% | +258,258+132.8% | 加碼 |
| RWC Asset Advisors (US) LLC | 450,350 | $6,601 萬 | 12.51% | −32,153−6.7% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 450,000 | $6,596 萬 | 0.43% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 448,310 | $6,571 萬 | 0.04% | +235,691+110.9% | 加碼 |
| Rokos Capital Management LLP | 442,758 | $6,489 萬 | 0.95% | +207,001+87.8% | 加碼 |
| Walleye Trading LLC | 434,841 | $6,374 萬 | 1.03% | +142,354+48.7% | 加碼 |
| Qube Research & Technologies Ltd | 426,956 | $6,258 萬 | 0.09% | +426,956 | 新進 |
| TT International Asset Management LTD | 424,818 | $6,227 萬 | 13.15% | −517,358−54.9% | 減碼 |
| Nikko Asset Management Americas, Inc. | 409,023 | $5,994 萬 | 0.69% | +230,017+128.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 406,693 | $5,961 萬 | 0.10% | +5,928+1.5% | 加碼 |
| Ameriprise Financial Inc | 404,497 | $5,929 萬 | 0.01% | +48,370+13.6% | 加碼 |
| Federated Hermes, Inc. | 395,993 | $5,804 萬 | 0.10% | +389,786+6,279.8% | 加碼 |
| Alliancebernstein L.P. | 391,732 | $5,742 萬 | 0.02% | −28,117−6.7% | 減碼 |