Nebius Group N.V.
NBIS- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001513845
近 90 天，Nebius Group N.V. 內部人申報 0 筆公開市場買進、11 筆賣出；2026 年第 2 季末有 1,069 家機構在 13F 申報持有，市值合計 $429.4 億；孤松資本和索羅斯基金管理兩位大師持有。
2026 年第 2 季 13F 持有人
Nebius Group N.V. 在 2026/6/30 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
- 1,069
- 較 2026 年第 1 季 +345 家
- 持有股數
- 1.58 億
- 較 2026 年第 1 季 +4,209 萬 (+36.4%)
- 總市值
- $429.4 億
- 較 2026 年第 1 季 +$311.2 億 (+263.4%)
- 新進機構
- 407
- 另有 298 家加碼
- 清倉機構
- 62
- 另有 280 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 NBIS 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 | 1,069 | $429.4 億 |
| 2026 年第 1 季 | 733 | $121.6 億 |
| 2025 年第 4 季 | 625 | $86.9 億 |
| 2025 年第 3 季 | 574 | $110.8 億 |
| 2025 年第 2 季 | 409 | $45.9 億 |
| 2025 年第 1 季 | 333 | $17.3 億 |
| 2024 年第 4 季 | 304 | $28.2 億 |
| 2024 年第 3 季 | 196 | $4.14 億 |
| 2024 年第 2 季 | 196 | $3.77 億 |
| 2024 年第 1 季 | 203 | $4.28 億 |
| 2023 年第 4 季 | 214 | $6.29 億 |
| 2023 年第 3 季 | 213 | $5.78 億 |
| 2023 年第 2 季 | 222 | $6.94 億 |
| 2023 年第 1 季 | 236 | $4.82 億 |
| 2022 年第 4 季 | 248 | $9.10 億 |
| 2022 年第 3 季 | 245 | $8.69 億 |
| 2022 年第 2 季 | 253 | $8.81 億 |
| 2022 年第 1 季 | 254 | $11.2 億 |
| 2021 年第 4 季 | 324 | $146.2 億 |
| 2021 年第 3 季 | 305 | $192.8 億 |
| 2021 年第 2 季 | 308 | $171.9 億 |
| 2021 年第 1 季 | 309 | $153.3 億 |
2026 年第 2 季持有機構
每家機構持有 Nebius Group N.V. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,531,270 | $31.8 億 | 0.05% | +1,593,684+16.0% | 加碼 |
| Goldman Sachs Group Inc | 9,799,741 | $27.1 億 | 0.28% | +6,715,646+217.8% | 加碼 |
| Invesco Ltd. | 6,943,270 | $19.2 億 | 0.15% | +5,178,910+293.5% | 加碼 |
| Orbis Allan Gray Ltd | 6,494,719 | $17.9 億 | 6.16% | −1,820,047−21.9% | 減碼 |
| Bank of America Corp | 6,138,513 | $17.0 億 | 0.11% | +4,639,882+309.6% | 加碼 |
| Value Aligned Research Advisors, LLC | 6,104,121 | $16.9 億 | 10.08% | +290,671+5.0% | 加碼 |
| Fred Alger Management, LLC | 5,726,557 | $15.8 億 | 5.27% | −3,872,749−40.3% | 減碼 |
| UBS Group AG | 5,244,785 | $14.5 億 | 0.23% | +2,125,047+68.1% | 加碼 |
| Situational Awareness LP | 4,464,260 | $12.3 億 | 6.11% | +4,464,260 | 新進 |
| Lone Pine Capital LLC大師孤松資本 | 4,258,008 | $11.8 億 | 7.19% | +4,258,008 | 新進 |
| State Street Corp | 4,069,875 | $11.2 億 | 0.03% | +568,415+16.2% | 加碼 |
| Jennison Associates LLC | 3,983,899 | $11.0 億 | 0.66% | +2,283,676+134.3% | 加碼 |
| JPMorgan Chase & Co | 3,995,496 | $10.4 億 | 0.06% | +2,536,860+173.9% | 加碼 |
| Morgan Stanley | 3,758,312 | $10.4 億 | 0.05% | +93,278+2.5% | 加碼 |
| Accel Leaders 4 Associates L.P. | 3,664,762 | $10.1 億 | 100.00% | −916,190−20.0% | 減碼 |
| Clear Street Group Inc. | 3,618,657 | $9.99 億 | 3.16% | +560,067+18.3% | 加碼 |
| Norges Bank | 2,911,196 | $8.04 億 | 0.08% | +2,911,196 | 新進 |
| Jupiter Topco LLC | 2,586,119 | $7.14 億 | 0.29% | +2,586,119 | 新進 |
| Accel Leaders 3 Associates L.P. | 2,251,905 | $6.22 億 | 100.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 2,114,212 | $5.79 億 | 0.03% | +23,623+1.1% | 加碼 |
| Amundi | 2,002,187 | $5.53 億 | 0.13% | +658,233+49.0% | 加碼 |
| Rovida Investment Management Ltd | 1,996,147 | $5.51 億 | 37.56% | +102,500+5.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,978,639 | $5.46 億 | 0.78% | +1,978,639 | 新進 |
| Two Sigma Investments, LP | 1,504,937 | $4.16 億 | 0.31% | −1,290,146−46.2% | 減碼 |
| California Public Employees Retirement System | 1,231,662 | $3.40 億 | 0.19% | +991,274+412.4% | 加碼 |
| Northern Trust Corp | 1,204,040 | $3.33 億 | 0.04% | +180,893+17.7% | 加碼 |
| Holocene Advisors, LP | 1,203,154 | $3.32 億 | 0.76% | +1,203,154 | 新進 |
| NVIDIA Corp | 1,190,476 | $3.29 億 | 0.52% | 00.0% | 不變 |
| Legal & General Group Plc | 1,189,276 | $3.28 億 | 0.07% | +1,594+0.1% | 加碼 |
| Anatole Investment Management Ltd | 1,093,920 | $3.02 億 | 51.22% | +1,093,920 | 新進 |
| Voloridge Investment Management, LLC | 1,073,592 | $2.96 億 | 1.26% | +1,073,592 | 新進 |
| Citigroup Inc | 1,039,920 | $2.87 億 | 0.13% | +865,188+495.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 870,776 | $2.40 億 | 2.48% | −80,317−8.4% | 減碼 |
| Deutsche Bank AG | 811,687 | $2.24 億 | 0.07% | +196,888+32.0% | 加碼 |
| Marex Group plc | 775,567 | $2.14 億 | 1.59% | +62,504+8.8% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 700,000 | $1.93 億 | 55.05% | −370,000−34.6% | 減碼 |
| First Trust Advisors LP | 696,799 | $1.92 億 | 0.11% | +643,051+1,196.4% | 加碼 |
| FMR LLC | 686,080 | $1.89 億 | 0.01% | +684,896+57,845.9% | 加碼 |
| Swiss National Bank | 685,590 | $1.89 億 | 0.10% | −53,600−7.3% | 減碼 |
| Barclays PLC | 659,157 | $1.82 億 | 0.06% | +427,229+184.2% | 加碼 |
| Wells Fargo & Company | 629,046 | $1.74 億 | 0.03% | +439,313+231.5% | 加碼 |
| Price T Rowe Associates Inc | 610,056 | $1.68 億 | 0.02% | +445,235+270.1% | 加碼 |
| WCM Investment Management, LLC | 633,765 | $1.66 億 | 0.30% | +37,925+6.4% | 加碼 |
| Citadel Advisors LLC | 581,703 | $1.61 億 | 0.09% | +125,035+27.4% | 加碼 |
| LPL Financial LLC | 562,832 | $1.55 億 | 0.03% | −38,442−6.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 542,820 | $1.50 億 | 0.08% | +442,041+438.6% | 加碼 |
| Bank of Montreal | 527,618 | $1.46 億 | 0.05% | +353,982+203.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 516,134 | $1.43 億 | 0.08% | −1,183−0.2% | 減碼 |
| Nuveen, LLC | 493,824 | $1.36 億 | 0.03% | −8,844−1.8% | 減碼 |
| Raymond James Financial Inc | 490,968 | $1.36 億 | 0.04% | +33,746+7.4% | 加碼 |
| SEI Investments Co | 466,987 | $1.29 億 | 0.11% | −188,501−28.8% | 減碼 |
| Kora Management LP | 466,616 | $1.29 億 | 15.29% | −589,200−55.8% | 減碼 |
| SG Americas Securities, LLC | 456,684 | $1.26 億 | 0.07% | +376,798+471.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 449,416 | $1.24 億 | 3.22% | +169,416+60.5% | 加碼 |
| Royal Bank of Canada | 447,919 | $1.24 億 | 0.02% | +143,518+47.1% | 加碼 |
| Bank of New York Mellon Corp | 441,672 | $1.22 億 | 0.02% | +102,210+30.1% | 加碼 |
| 1832 Asset Management L.P. | 410,900 | $1.13 億 | 0.14% | +150,200+57.6% | 加碼 |
| Ghisallo Capital Management LLC | 400,000 | $1.10 億 | 2.17% | −175,000−30.4% | 減碼 |
| Toroso Investments, LLC | 385,024 | $1.06 億 | 0.26% | +37,270+10.7% | 加碼 |
| Susquehanna International Group, LLP | 361,150 | $9,974 萬 | 0.09% | −403,139−52.7% | 減碼 |
| Analog Century Management LP | 356,181 | $9,837 萬 | 3.60% | +356,181 | 新進 |
| TTRF Capital Ltd | 322,931 | $8,918 萬 | 58.81% | +322,931 | 新進 |
| Penserra Capital Management LLC | 315,207 | $8,705 萬 | 0.67% | +313,017+14,293.0% | 加碼 |
| National Pension Service | 312,303 | $8,625 萬 | 0.06% | +296,773+1,911.0% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 310,000 | $8,561 萬 | 1.12% | +310,000 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 303,676 | $8,387 萬 | 0.08% | −14,191−4.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 299,159 | $8,262 萬 | 0.16% | +68,148+29.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 282,940 | $7,814 萬 | 0.04% | +17,978+6.8% | 加碼 |
| Oak Grove Capital LLC | 281,948 | $7,787 萬 | 5.72% | +78,132+38.3% | 加碼 |
| Defiance ETFs, LLC | 334,346 | $7,663 萬 | 1.07% | +321,334+2,469.5% | 加碼 |
| Cetera Investment Advisers | 265,651 | $7,336 萬 | 0.07% | −27,018−9.2% | 減碼 |
| Envestnet Asset Management Inc | 264,254 | $7,298 萬 | 0.02% | −67,914−20.4% | 減碼 |
| Vanguard Asset Management, Ltd | 257,875 | $7,122 萬 | 0.05% | +3,734+1.5% | 加碼 |
| Liontrust Investment Partners LLP | 250,000 | $6,904 萬 | 1.01% | +250,000 | 新進 |
| Aviva PLC | 374,334 | $6,427 萬 | 0.09% | +3,770+1.0% | 加碼 |
| California State Teachers Retirement System | 225,091 | $6,216 萬 | 0.06% | −43,886−16.3% | 減碼 |
| Nomura Holdings Inc | 217,446 | $6,005 萬 | 0.25% | +169,761+356.0% | 加碼 |
| Investment House LLC | 209,648 | $5,790 萬 | 2.62% | −6,824−3.2% | 減碼 |
| Exor Capital LLP | 205,661 | $5,680 萬 | 1.22% | +76,716+59.5% | 加碼 |
| ProShare Advisors LLC | 204,892 | $5,659 萬 | 0.08% | +204,892 | 新進 |
| Essex LLC | 200,322 | $5,532 萬 | 8.40% | −5,090−2.5% | 減碼 |
| Hound Partners, LLC | 200,000 | $5,523 萬 | 6.40% | +200,000 | 新進 |
| Royal London Asset Management Ltd | 195,210 | $5,391 萬 | 0.10% | +172,484+759.0% | 加碼 |
| Millennium Management LLC | 193,901 | $5,355 萬 | 0.04% | +193,901 | 新進 |
| IMC-Chicago, LLC | 189,753 | $5,240 萬 | 0.48% | +117,791+163.7% | 加碼 |
| National Bank of Canada | 186,341 | $5,146 萬 | 0.05% | +185,705+29,198.9% | 加碼 |
| Point72 Asset Management, L.P. | 180,000 | $4,971 萬 | 0.08% | −193,881−51.9% | 減碼 |
| Vanguard Capital Management LLC | 177,106 | $4,891 萬 | 0.00% | +15,014+9.3% | 加碼 |
| Charles Schwab Investment Management Inc | 176,609 | $4,877 萬 | 0.01% | +6,361+3.7% | 加碼 |
| Himension Fund | 170,681 | $4,714 萬 | 2.89% | −122,338−41.8% | 減碼 |
| Saudi Central Bank | 167,819 | $4,635 萬 | 0.61% | +87,896+110.0% | 加碼 |
| Advisor Group Holdings, Inc. | 166,712 | $4,604 萬 | 0.05% | +35,733+27.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 163,815 | $4,524 萬 | 0.06% | +163,815 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 163,575 | $4,517 萬 | 0.05% | +118,220+260.7% | 加碼 |
| Soma Equity Partners LP | 162,685 | $4,493 萬 | 3.13% | +162,685 | 新進 |
| Storebrand Asset Management AS | 162,505 | $4,488 萬 | 0.11% | −23,990−12.9% | 減碼 |
| TIAA Wealth Investment Management LLC | 159,772 | $4,412 萬 | 0.29% | +159,772 | 新進 |
| HSBC Holdings PLC | 153,692 | $4,294 萬 | 0.02% | +6,361+4.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 154,566 | $4,269 萬 | 0.05% | +83,997+119.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 406,516 | $4,203 萬 | 0.07% | 00.0% | 不變 |