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 |
|---|---|---|---|---|---|
| ShawSpring Partners LLC | 378,155 | $5,543 萬 | 10.44% | +378,155 | 新進 |
| Brevan Howard Capital Management LP | 379,350 | $5,531 萬 | 1.06% | +265,245+232.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 375,874 | $5,521 萬 | 0.38% | +81,428+27.7% | 加碼 |
| STRS Ohio | 373,807 | $5,479 萬 | 0.20% | −91,453−19.7% | 減碼 |
| Kadensa Capital Ltd | 370,388 | $5,429 萬 | 5.64% | +10,469+2.9% | 加碼 |
| Centiva Capital, LP | 363,149 | $5,323 萬 | 3.22% | +363,149 | 新進 |
| Envestnet Asset Management Inc | 358,973 | $5,262 萬 | 0.02% | −44,087−10.9% | 減碼 |
| Artemis Investment Management LLP | 358,551 | $5,256 萬 | 0.63% | +80,350+28.9% | 加碼 |
| Massar Capital Management, LP | 356,393 | $5,224 萬 | 10.28% | +339,393+1,996.4% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 355,811 | $5,215 萬 | 3.83% | −104,839−22.8% | 減碼 |
| Alyeska Investment Group, L.P. | 353,320 | $5,179 萬 | 0.15% | −180,684−33.8% | 減碼 |
| SEI Investments Co | 350,743 | $5,141 萬 | 0.05% | +52,705+17.7% | 加碼 |
| Aviva PLC | 348,228 | $5,104 萬 | 0.09% | −34,094−8.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 343,098 | $5,029 萬 | 0.28% | −28,885−7.8% | 減碼 |
| Russell Investments Group, Ltd. | 342,968 | $5,028 萬 | 0.05% | −61,231−15.1% | 減碼 |
| Verition Fund Management LLC | 342,895 | $5,026 萬 | 0.27% | +342,895 | 新進 |
| Parallax Volatility Advisers, L.P. | 337,770 | $4,951 萬 | 1.54% | +291,985+637.7% | 加碼 |
| Saudi Central Bank | 334,566 | $4,904 萬 | 1.83% | 00.0% | 不變 |
| Todd Asset Management LLC | 329,018 | $4,823 萬 | 0.94% | −4,447−1.3% | 減碼 |
| Squarepoint Ops LLC | 323,260 | $4,738 萬 | 0.10% | −268,676−45.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 321,847 | $4,718 萬 | 0.67% | −51,270−13.7% | 減碼 |
| Think Investments LP | 320,500 | $4,698 萬 | 6.01% | +77,952+32.1% | 加碼 |
| Armistice Capital, LLC | 319,100 | $4,677 萬 | 1.15% | +163,100+104.6% | 加碼 |
| Carrhae Capital LLP | 308,639 | $4,524 萬 | 3.01% | −189,595−38.1% | 減碼 |
| IMC-Chicago, LLC | 307,902 | $4,513 萬 | 0.79% | +307,902 | 新進 |
| Credit Agricole S A | 304,227 | $4,459 萬 | 0.12% | +29,521+10.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 288,498 | $4,229 萬 | 0.36% | −450−0.2% | 減碼 |
| Sustainable Growth Advisers, LP | 280,402 | $4,110 萬 | 0.29% | +2,585+0.9% | 加碼 |
| PEAK6 LLC | 278,232 | $4,078 萬 | 1.11% | +278,232 | 新進 |
| Caledonia Investments PLC | 278,000 | $4,074 萬 | 4.51% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 276,080 | $4,047 萬 | 0.20% | +276,080 | 新進 |
| Newlands Management Operations LLC | 269,858 | $3,956 萬 | 0.20% | 00.0% | 不變 |
| Marshall Wace, LLP | 268,531 | $3,936 萬 | 0.04% | −282,592−51.3% | 減碼 |
| True Light Capital Pte. Ltd. | 267,275 | $3,918 萬 | 17.68% | +267,275 | 新進 |
| AustralianSuper Pty Ltd | 261,344 | $3,831 萬 | 0.18% | +251,133+2,459.4% | 加碼 |
| Novo Holdings A/S | 257,327 | $3,772 萬 | 2.93% | 00.0% | 不變 |
| State of Michigan Retirement System | 257,000 | $3,767 萬 | 0.18% | 00.0% | 不變 |
| CIBC World Markets Inc. | 254,414 | $3,729 萬 | 0.07% | +8,819+3.6% | 加碼 |
| Vontobel Holding Ltd. | 254,213 | $3,726 萬 | 0.12% | +58,322+29.8% | 加碼 |
| Defiance ETFs, LLC | 251,478 | $3,706 萬 | 1.21% | +251,478 | 新進 |
| Capital International Investors | 251,841 | $3,692 萬 | 0.01% | +10,415+4.3% | 加碼 |
| Penserra Capital Management LLC | 251,478 | $3,686 萬 | 0.44% | +21,055+9.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 249,987 | $3,664 萬 | 0.20% | +13,932+5.9% | 加碼 |
| Wedbush Fund Advisers, LLC | 249,927 | $3,663 萬 | 3.79% | +249,927 | 新進 |
| Creative Planning | 249,223 | $3,653 萬 | 0.03% | +14,312+6.1% | 加碼 |
| Balyasny Asset Management LLC | 248,023 | $3,636 萬 | 0.07% | −202,451−44.9% | 減碼 |
| Pictet Asset Management Holding SA | 238,011 | $3,489 萬 | 0.03% | +1000.0% | 加碼 |
| Advisor Group Holdings, Inc. | 235,761 | $3,458 萬 | 0.05% | −27,216−10.3% | 減碼 |
| Warther Private Wealth, LLC | 232,259 | $3,404 萬 | 8.14% | −7,073−3.0% | 減碼 |
| M&G Plc | 228,645 | $3,361 萬 | 0.17% | +18,630+8.9% | 加碼 |
| DJE Kapital AG | 226,022 | $3,355 萬 | 0.93% | +49,678+28.2% | 加碼 |
| Simplex Trading, LLC | 228,100 | $3,343 萬 | 0.94% | +227,757+66,401.5% | 加碼 |
| Citadel Advisors LLC | 227,212 | $3,330 萬 | 0.02% | +134,264+144.5% | 加碼 |
| Foundations Investment Advisors, LLC | 225,415 | $3,304 萬 | 0.43% | +27,903+14.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 235,495 | $3,243 萬 | 0.54% | +88,890+60.6% | 加碼 |
| Parus Finance (UK) Ltd | 220,055 | $3,226 萬 | 8.48% | +3,250+1.5% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 216,527 | $3,174 萬 | 3.14% | −56,314−20.6% | 減碼 |
| LMR Partners LLP | 212,321 | $3,112 萬 | 0.30% | −190,057−47.2% | 減碼 |
| Contrarius Group Holdings Ltd | 212,054 | $3,108 萬 | 1.51% | −153,063−41.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 208,580 | $3,057 萬 | 0.23% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 207,431 | $3,041 萬 | 0.45% | +24,203+13.2% | 加碼 |
| Quadrature Capital Ltd | 206,606 | $3,028 萬 | 0.31% | +206,606 | 新進 |
| Capital Wealth Planning, LLC | 189,136 | $2,942 萬 | 0.19% | +54,730+40.7% | 加碼 |
| Natixis Advisors, L.P. | 199,154 | $2,919 萬 | 0.04% | −49,690−20.0% | 減碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $2,858 萬 | 10.33% | 00.0% | 不變 |
| Private Management Group Inc | 194,579 | $2,852 萬 | 0.83% | −37,767−16.3% | 減碼 |
| Marex Group plc | 194,435 | $2,850 萬 | 0.31% | +8,429+4.5% | 加碼 |
| Massachusetts Financial Services Co | 193,982 | $2,843 萬 | 0.01% | −9,825−4.8% | 減碼 |
| Stifel Financial Corp | 187,461 | $2,748 萬 | 0.02% | +4,462+2.4% | 加碼 |
| Cerity Partners LLC | 181,695 | $2,663 萬 | 0.04% | +2,349+1.3% | 加碼 |
| ARGA Investment Management, LP | 177,174 | $2,597 萬 | 0.71% | −275,677−60.9% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 175,413 | $2,571 萬 | 1.02% | +125,293+250.0% | 加碼 |
| GFS Advisors, LLC | 171,311 | $2,511 萬 | 2.98% | −151−0.1% | 減碼 |
| Contrarian Capital Management, L.L.C. | 165,787 | $2,430 萬 | 6.40% | +22,027+15.3% | 加碼 |
| Tamar Securities, LLC | 161,011 | $2,360 萬 | 2.50% | +5,448+3.5% | 加碼 |
| Leonteq Securities AG | 160,263 | $2,349 萬 | 1.26% | +73,740+85.2% | 加碼 |
| Public Employees Retirement System of Ohio | 158,635 | $2,325 萬 | 0.07% | +708+0.4% | 加碼 |
| Nishkama Capital, LLC | 153,870 | $2,255 萬 | 3.05% | +72,344+88.7% | 加碼 |
| Schroder Investment Management Group | 153,404 | $2,249 萬 | 0.02% | +60,220+64.6% | 加碼 |
| Arnhold LLC | 150,736 | $2,209 萬 | 1.68% | 00.0% | 不變 |
| MIC Capital Management UK LLP | 150,000 | $2,199 萬 | 4.98% | 00.0% | 不變 |
| SPX Equities Gestao de Recursos Ltda | 150,000 | $2,199 萬 | 2.25% | +116,500+347.8% | 加碼 |
| Ma Investment Partnership, LP | 150,000 | $2,199 萬 | 19.19% | +150,000 | 新進 |
| Fiduciary Alliance LLC | 149,648 | $2,194 萬 | 1.43% | +552+0.4% | 加碼 |
| Clough Capital Partners L P | 147,310 | $2,159 萬 | 1.94% | +30,610+26.2% | 加碼 |
| Millennium Management LLC | 146,487 | $2,147 萬 | 0.02% | −53,112−26.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 144,958 | $2,127 萬 | 0.07% | +144,958 | 新進 |
| Assenagon Asset Management S.A. | 141,703 | $2,077 萬 | 0.03% | −1,313,776−90.3% | 減碼 |
| RWC Asset Management LLP | 140,786 | $2,064 萬 | 1.01% | −8,810−5.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 140,025 | $2,052 萬 | 0.29% | −19,085−12.0% | 減碼 |
| BlueCrest Capital Management Ltd | 138,911 | $2,036 萬 | 0.79% | +126,211+993.8% | 加碼 |
| Alpine Investment Management Ltd | 138,800 | $2,035 萬 | 9.14% | +138,800 | 新進 |
| Schonfeld Strategic Advisors LLC | 138,143 | $2,025 萬 | 0.10% | +932+0.7% | 加碼 |
| Zweig-DiMenna Associates LLC | 137,000 | $2,008 萬 | 1.42% | +82,150+149.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 135,728 | $1,989 萬 | 0.08% | +10,534+8.4% | 加碼 |
| Cetera Investment Advisers | 135,354 | $1,984 萬 | 0.02% | −23,195−14.6% | 減碼 |
| Fred Alger Management, LLC | 134,569 | $1,973 萬 | 0.08% | −54,455−28.8% | 減碼 |
| Symmetry Investments LP | 134,000 | $1,964 萬 | 3.66% | +94,000+235.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 131,900 | $1,933 萬 | 0.43% | −3,600−2.7% | 減碼 |
| Meritage Portfolio Management | 131,873 | $1,933 萬 | 1.28% | −3,611−2.7% | 減碼 |