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 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 | $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 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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 254,213 | $3,726 萬 | 0.12% | +58,322+29.8% | 加碼 |
| CIBC World Markets Inc. | 254,414 | $3,729 萬 | 0.07% | +8,819+3.6% | 加碼 |
| State of Michigan Retirement System | 257,000 | $3,767 萬 | 0.18% | 00.0% | 不變 |
| Novo Holdings A/S | 257,327 | $3,772 萬 | 2.93% | 00.0% | 不變 |
| AustralianSuper Pty Ltd | 261,344 | $3,831 萬 | 0.18% | +251,133+2,459.4% | 加碼 |
| True Light Capital Pte. Ltd. | 267,275 | $3,918 萬 | 17.68% | +267,275 | 新進 |
| Marshall Wace, LLP | 268,531 | $3,936 萬 | 0.04% | −282,592−51.3% | 減碼 |
| Newlands Management Operations LLC | 269,858 | $3,956 萬 | 0.20% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 276,080 | $4,047 萬 | 0.20% | +276,080 | 新進 |
| Caledonia Investments PLC | 278,000 | $4,074 萬 | 4.51% | 00.0% | 不變 |
| PEAK6 LLC | 278,232 | $4,078 萬 | 1.11% | +278,232 | 新進 |
| Sustainable Growth Advisers, LP | 280,402 | $4,110 萬 | 0.29% | +2,585+0.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 288,498 | $4,229 萬 | 0.36% | −450−0.2% | 減碼 |
| Credit Agricole S A | 304,227 | $4,459 萬 | 0.12% | +29,521+10.7% | 加碼 |
| IMC-Chicago, LLC | 307,902 | $4,513 萬 | 0.79% | +307,902 | 新進 |
| Carrhae Capital LLP | 308,639 | $4,524 萬 | 3.01% | −189,595−38.1% | 減碼 |
| Armistice Capital, LLC | 319,100 | $4,677 萬 | 1.15% | +163,100+104.6% | 加碼 |
| Think Investments LP | 320,500 | $4,698 萬 | 6.01% | +77,952+32.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 321,847 | $4,718 萬 | 0.67% | −51,270−13.7% | 減碼 |
| Squarepoint Ops LLC | 323,260 | $4,738 萬 | 0.10% | −268,676−45.4% | 減碼 |
| Todd Asset Management LLC | 329,018 | $4,823 萬 | 0.94% | −4,447−1.3% | 減碼 |
| Saudi Central Bank | 334,566 | $4,904 萬 | 1.83% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 337,770 | $4,951 萬 | 1.54% | +291,985+637.7% | 加碼 |
| Verition Fund Management LLC | 342,895 | $5,026 萬 | 0.27% | +342,895 | 新進 |
| Russell Investments Group, Ltd. | 342,968 | $5,028 萬 | 0.05% | −61,231−15.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 343,098 | $5,029 萬 | 0.28% | −28,885−7.8% | 減碼 |
| Aviva PLC | 348,228 | $5,104 萬 | 0.09% | −34,094−8.9% | 減碼 |
| SEI Investments Co | 350,743 | $5,141 萬 | 0.05% | +52,705+17.7% | 加碼 |
| Alyeska Investment Group, L.P. | 353,320 | $5,179 萬 | 0.15% | −180,684−33.8% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 355,811 | $5,215 萬 | 3.83% | −104,839−22.8% | 減碼 |
| Massar Capital Management, LP | 356,393 | $5,224 萬 | 10.28% | +339,393+1,996.4% | 加碼 |
| Artemis Investment Management LLP | 358,551 | $5,256 萬 | 0.63% | +80,350+28.9% | 加碼 |
| Envestnet Asset Management Inc | 358,973 | $5,262 萬 | 0.02% | −44,087−10.9% | 減碼 |
| Centiva Capital, LP | 363,149 | $5,323 萬 | 3.22% | +363,149 | 新進 |
| Kadensa Capital Ltd | 370,388 | $5,429 萬 | 5.64% | +10,469+2.9% | 加碼 |
| STRS Ohio | 373,807 | $5,479 萬 | 0.20% | −91,453−19.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 375,874 | $5,521 萬 | 0.38% | +81,428+27.7% | 加碼 |
| Brevan Howard Capital Management LP | 379,350 | $5,531 萬 | 1.06% | +265,245+232.5% | 加碼 |
| ShawSpring Partners LLC | 378,155 | $5,543 萬 | 10.44% | +378,155 | 新進 |
| Alliancebernstein L.P. | 391,732 | $5,742 萬 | 0.02% | −28,117−6.7% | 減碼 |
| Federated Hermes, Inc. | 395,993 | $5,804 萬 | 0.10% | +389,786+6,279.8% | 加碼 |
| Ameriprise Financial Inc | 404,497 | $5,929 萬 | 0.01% | +48,370+13.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 406,693 | $5,961 萬 | 0.10% | +5,928+1.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 409,023 | $5,994 萬 | 0.69% | +230,017+128.5% | 加碼 |
| TT International Asset Management LTD | 424,818 | $6,227 萬 | 13.15% | −517,358−54.9% | 減碼 |
| Qube Research & Technologies Ltd | 426,956 | $6,258 萬 | 0.09% | +426,956 | 新進 |
| Walleye Trading LLC | 434,841 | $6,374 萬 | 1.03% | +142,354+48.7% | 加碼 |
| Rokos Capital Management LLP | 442,758 | $6,489 萬 | 0.95% | +207,001+87.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 448,310 | $6,571 萬 | 0.04% | +235,691+110.9% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 450,000 | $6,596 萬 | 0.43% | 00.0% | 不變 |
| RWC Asset Advisors (US) LLC | 450,350 | $6,601 萬 | 12.51% | −32,153−6.7% | 減碼 |
| National Bank of Canada | 452,759 | $6,636 萬 | 0.07% | +258,258+132.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 464,181 | $6,804 萬 | 0.19% | +59,154+14.6% | 加碼 |
| State Street Corp | 473,632 | $6,942 萬 | 0.00% | −114,878−19.5% | 減碼 |
| Ruffer LLP | 481,064 | $7,062 萬 | 3.22% | +96,178+25.0% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 482,703 | $7,075 萬 | 57.72% | −68,425−12.4% | 減碼 |
| Allianz Asset Management GmbH | 488,608 | $7,162 萬 | 0.08% | +6,540+1.4% | 加碼 |
| Davis Asset Management, L.P. | 500,000 | $7,329 萬 | 2.62% | 00.0% | 不變 |
| Legal & General Group Plc | 543,026 | $7,959 萬 | 0.02% | −54,536−9.1% | 減碼 |
| Voya Investment Management LLC | 548,393 | $8,038 萬 | 0.08% | +10,385+1.9% | 加碼 |
| Janus Henderson Group PLC | 557,742 | $8,175 萬 | 0.04% | +557,742 | 新進 |
| Baird Financial Group, Inc. | 565,418 | $8,288 萬 | 0.13% | −29,132−4.9% | 減碼 |
| Raymond James Financial Inc | 568,386 | $8,331 萬 | 0.03% | −91,740−13.9% | 減碼 |
| Thornburg Investment Management Inc | 584,028 | $8,561 萬 | 1.08% | +30,644+5.5% | 加碼 |
| Polar Capital Holdings Plc | 590,917 | $8,662 萬 | 0.40% | −57,479−8.9% | 減碼 |
| Toronto Dominion Bank | 598,760 | $8,777 萬 | 0.15% | −2050.0% | 減碼 |
| HighTower Advisors, LLC | 605,243 | $8,872 萬 | 0.10% | +38,262+6.7% | 加碼 |
| Syquant Capital SAS | 621,505 | $9,110 萬 | 11.15% | +621,505 | 新進 |
| LPL Financial LLC | 635,179 | $9,310 萬 | 0.03% | +8,922+1.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 637,808 | $9,349 萬 | 0.62% | +427,630+203.5% | 加碼 |
| Brandes Investment Partners, LP | 639,228 | $9,370 萬 | 0.71% | −17,993−2.7% | 減碼 |
| Rockefeller Capital Management L.P. | 650,077 | $9,529 萬 | 0.17% | −65,478−9.2% | 減碼 |
| Amundi | 656,627 | $9,625 萬 | 0.03% | +65,869+11.1% | 加碼 |
| Loomis Sayles & Co L P | 663,819 | $9,730 萬 | 0.12% | −80,542−10.8% | 減碼 |
| CapitalatWork S.A. | 708,496 | $1.04 億 | 3.17% | −86,891−10.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 717,596 | $1.05 億 | 0.08% | −699,218−49.4% | 減碼 |
| Clear Street Group Inc. | 725,753 | $1.06 億 | 0.56% | 00.0% | 不變 |
| Bbfit Investments Pte Ltd | 728,800 | $1.07 億 | 10.65% | +728,800 | 新進 |
| Baillie Gifford & Co | 740,365 | $1.09 億 | 0.09% | +368,760+99.2% | 加碼 |
| Third Point LLC大師第三點資本 | 825,000 | $1.21 億 | 1.66% | +825,000 | 新進 |
| Eminence Capital, LP | 825,761 | $1.21 億 | 1.91% | −39,776−4.6% | 減碼 |
| Susquehanna International Group, LLP | 827,351 | $1.21 億 | 0.17% | +630,112+319.5% | 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 694,305 | $1.29 億 | 0.15% | +690,708+19,202.3% | 加碼 |
| Nuveen, LLC | 906,910 | $1.33 億 | 0.03% | +12,339+1.4% | 加碼 |
| Artisan Partners Limited Partnership | 919,312 | $1.35 億 | 0.21% | −704,409−43.4% | 減碼 |
| Bank of New York Mellon Corp | 971,353 | $1.42 億 | 0.03% | +256,559+35.9% | 加碼 |
| Ci Investments Inc. | 990,036 | $1.45 億 | 0.64% | +482,493+95.1% | 加碼 |
| Wellington Management Group LLP | 1,017,259 | $1.49 億 | 0.03% | −49,352−4.6% | 減碼 |
| Lazard Asset Management LLC | 1,030,104 | $1.51 億 | 0.26% | −41,476−3.9% | 減碼 |
| Bamco Inc | 1,071,647 | $1.57 億 | 0.43% | +67,948+6.8% | 加碼 |
| Altshuler Shaham Ltd | 1,094,350 | $1.60 億 | 2.45% | +1,094,350 | 新進 |
| Man Group plc | 1,106,553 | $1.62 億 | 0.31% | −214,444−16.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,151,403 | $1.69 億 | 0.11% | −390,914−25.3% | 減碼 |
| Handelsbanken Fonder AB | 1,161,556 | $1.70 億 | 0.51% | +402,000+52.9% | 加碼 |
| SIH Partners, LLLP | 1,165,325 | $1.71 億 | 9.94% | +964,588+480.5% | 加碼 |
| Clearbridge Investments, LLC | 1,167,370 | $1.71 億 | 0.14% | −59,808−4.9% | 減碼 |
| Causeway Capital Management LLC | 1,203,049 | $1.76 億 | 2.43% | −28,415−2.3% | 減碼 |
| Neuberger Berman Group LLC | 1,203,866 | $1.76 億 | 0.13% | +101,048+9.2% | 加碼 |
| Nordea Investment Management AB | 1,240,360 | $1.81 億 | 0.16% | −52,815−4.1% | 減碼 |