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 $429.0 億；孤松資本和索羅斯基金管理兩位大師持有。
2026 年第 1 季 13F 持有人
Nebius Group N.V. 在 2026/3/31 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
- 733
- 較 2025 年第 4 季 +118 家
- 持有股數
- 1.19 億
- 較 2025 年第 4 季 +1,401 萬 (+13.4%)
- 總市值
- $121.6 億
- 較 2025 年第 4 季 +$35.1 億 (+40.7%)
- 新進機構
- 191
- 另有 290 家加碼
- 清倉機構
- 73
- 另有 169 家減碼
另有 10 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $429.0 億 |
| 2026 年第 1 季 | 733 | $121.6 億 |
| 2025 年第 4 季 | 625 | $86.8 億 |
| 2025 年第 3 季 | 574 | $109.2 億 |
| 2025 年第 2 季 | 409 | $45.7 億 |
| 2025 年第 1 季 | 333 | $17.0 億 |
| 2024 年第 4 季 | 304 | $28.1 億 |
| 2024 年第 3 季 | 196 | $3.78 億 |
| 2024 年第 2 季 | 196 | $3.38 億 |
| 2024 年第 1 季 | 203 | $3.53 億 |
| 2023 年第 4 季 | 214 | $5.71 億 |
| 2023 年第 3 季 | 213 | $5.69 億 |
| 2023 年第 2 季 | 222 | $6.88 億 |
| 2023 年第 1 季 | 236 | $4.07 億 |
| 2022 年第 4 季 | 248 | $9.01 億 |
| 2022 年第 3 季 | 245 | $8.59 億 |
| 2022 年第 2 季 | 253 | $8.72 億 |
| 2022 年第 1 季 | 254 | $11.1 億 |
| 2021 年第 4 季 | 324 | $145.1 億 |
| 2021 年第 3 季 | 305 | $192.8 億 |
| 2021 年第 2 季 | 308 | $170.6 億 |
| 2021 年第 1 季 | 309 | $153.2 億 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,937,586 | $10.3 億 | 0.02% | +506,186+5.4% | 加碼 |
| Fred Alger Management, LLC | 9,599,306 | $9.96 億 | 4.38% | +1,661,403+20.9% | 加碼 |
| Orbis Allan Gray Ltd | 8,314,766 | $8.63 億 | 3.64% | +4,979,408+149.3% | 加碼 |
| Value Aligned Research Advisors, LLC | 5,813,450 | $6.03 億 | 7.14% | +2,507,674+75.9% | 加碼 |
| Accel Leaders 4 Associates L.P. | 4,580,952 | $4.75 億 | 100.00% | 00.0% | 不變 |
| Morgan Stanley | 3,665,034 | $3.80 億 | 0.02% | −39,625−1.1% | 減碼 |
| State Street Corp | 3,501,460 | $3.63 億 | 0.01% | +282,134+8.8% | 加碼 |
| Capital Research Global Investors | 3,359,169 | $3.48 億 | 0.05% | +591,889+21.4% | 加碼 |
| Janus Henderson Group PLC | 3,221,553 | $3.34 億 | 0.16% | +416,733+14.9% | 加碼 |
| UBS Group AG | 3,119,738 | $3.24 億 | 0.06% | −1,462,065−31.9% | 減碼 |
| Goldman Sachs Group Inc | 3,084,095 | $3.20 億 | 0.04% | +418,871+15.7% | 加碼 |
| Clear Street Group Inc. | 3,058,590 | $3.17 億 | 1.78% | −453,066−12.9% | 減碼 |
| Two Sigma Investments, LP | 2,795,083 | $2.90 億 | 0.24% | +2,706,887+3,069.2% | 加碼 |
| Accel Leaders 3 Associates L.P. | 2,251,905 | $2.34 億 | 100.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 2,090,589 | $2.15 億 | 0.01% | +43,790+2.1% | 加碼 |
| Rovida Investment Management Ltd | 1,893,647 | $1.96 億 | 24.62% | +65,000+3.6% | 加碼 |
| Invesco Ltd. | 1,764,360 | $1.83 億 | 0.02% | −967,430−35.4% | 減碼 |
| Jennison Associates LLC | 1,700,223 | $1.76 億 | 0.12% | +1,700,223 | 新進 |
| UBS Asset Management Americas Inc | 1,551,669 | $1.61 億 | 0.03% | +90,173+6.2% | 加碼 |
| Bank of America Corp | 1,498,631 | $1.55 億 | 0.01% | +496,700+49.6% | 加碼 |
| Jane Street Group, LLC | 1,451,981 | $1.51 億 | 0.16% | +1,111+0.1% | 加碼 |
| Amundi | 1,343,954 | $1.39 億 | 0.04% | +128,380+10.6% | 加碼 |
| JPMorgan Chase & Co | 1,458,636 | $1.35 億 | 0.01% | +160,424+12.4% | 加碼 |
| NVIDIA Corp | 1,190,476 | $1.24 億 | 0.67% | 00.0% | 不變 |
| Legal & General Group Plc | 1,187,682 | $1.23 億 | 0.03% | +95,476+8.7% | 加碼 |
| Kora Management LP | 1,055,816 | $1.10 億 | 15.62% | +203,000+23.8% | 加碼 |
| Northern Trust Corp | 1,023,147 | $1.06 億 | 0.01% | +105,357+11.5% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,070,000 | $9,872 萬 | 42.44% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 951,093 | $9,869 萬 | 1.18% | −62,893−6.2% | 減碼 |
| Susquehanna International Group, LLP | 764,289 | $7,930 萬 | 0.10% | −152,223−16.6% | 減碼 |
| Swiss National Bank | 739,190 | $7,670 萬 | 0.04% | +160,100+27.6% | 加碼 |
| Marex Group plc | 713,063 | $7,399 萬 | 0.77% | −267,462−27.3% | 減碼 |
| SEI Investments Co | 655,488 | $6,801 萬 | 0.06% | +178,414+37.4% | 加碼 |
| Deutsche Bank AG | 614,799 | $6,379 萬 | 0.02% | −572−0.1% | 減碼 |
| LPL Financial LLC | 601,274 | $6,239 萬 | 0.02% | +143,644+31.4% | 加碼 |
| Ghisallo Capital Management LLC | 575,000 | $5,966 萬 | 1.64% | 00.0% | 不變 |
| Anther Capital Ltd | 548,192 | $5,688 萬 | 1.49% | +548,192 | 新進 |
| WCM Investment Management, LLC | 595,840 | $5,497 萬 | 0.13% | +432,475+264.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 517,317 | $5,368 萬 | 0.03% | +221,559+74.9% | 加碼 |
| Nuveen, LLC | 502,668 | $5,216 萬 | 0.01% | −4,827−1.0% | 減碼 |
| Raymond James Financial Inc | 457,222 | $4,744 萬 | 0.01% | +143,994+46.0% | 加碼 |
| Citadel Advisors LLC | 456,668 | $4,738 萬 | 0.03% | −69,578−13.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 406,516 | $4,290 萬 | 0.07% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 373,881 | $3,879 萬 | 0.07% | +373,881 | 新進 |
| M37 Management LP | 350,000 | $3,632 萬 | 14.47% | +350,000 | 新進 |
| Toroso Investments, LLC | 347,754 | $3,608 萬 | 0.11% | +65,209+23.1% | 加碼 |
| Bank of New York Mellon Corp | 339,462 | $3,522 萬 | 0.01% | −720.0% | 減碼 |
| Envestnet Asset Management Inc | 332,168 | $3,447 萬 | 0.01% | +152,568+84.9% | 加碼 |
| Royal Bank of Canada | 304,401 | $3,159 萬 | 0.01% | +54,277+21.7% | 加碼 |
| Himension Fund | 293,019 | $3,040 萬 | 2.34% | +82,830+39.4% | 加碼 |
| Cetera Investment Advisers | 292,669 | $3,037 萬 | 0.03% | +114,149+63.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 317,867 | $2,949 萬 | 0.03% | +2,283+0.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 280,000 | $2,905 萬 | 1.34% | +280,000 | 新進 |
| California State Teachers Retirement System | 268,977 | $2,791 萬 | 0.03% | −567−0.2% | 減碼 |
| Woodline Partners LP | 265,013 | $2,750 萬 | 0.10% | +261,104+6,679.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264,962 | $2,749 萬 | 0.02% | +28,013+11.8% | 加碼 |
| 1832 Asset Management L.P. | 260,700 | $2,705 萬 | 0.04% | +260,700 | 新進 |
| Vanguard Asset Management, Ltd | 254,141 | $2,637 萬 | 0.02% | +254,141 | 新進 |
| California Public Employees Retirement System | 240,388 | $2,494 萬 | 0.02% | +190,388+380.8% | 加碼 |
| Barclays PLC | 231,928 | $2,406 萬 | 0.01% | −75,516−24.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 231,011 | $2,397 萬 | 0.07% | +109,192+89.6% | 加碼 |
| Aviva PLC | 370,564 | $2,376 萬 | 0.04% | +21,521+6.2% | 加碼 |
| CIBC World Markets Inc. | 221,430 | $2,298 萬 | 0.04% | +112,620+103.5% | 加碼 |
| Long Walk Management LP | 217,000 | $2,252 萬 | 6.55% | −77,500−26.3% | 減碼 |
| Investment House LLC | 216,472 | $2,246 萬 | 1.17% | −2,386−1.1% | 減碼 |
| Essex LLC | 205,412 | $2,131 萬 | 3.76% | +786+0.4% | 加碼 |
| ExodusPoint Capital Management, LP | 204,103 | $2,118 萬 | 0.21% | +15,546+8.2% | 加碼 |
| Oak Grove Capital LLC | 203,816 | $2,115 萬 | 3.63% | +19,045+10.3% | 加碼 |
| Verition Fund Management LLC | 201,694 | $2,093 萬 | 0.20% | −74,252−26.9% | 減碼 |
| Two Seas Capital LP | 196,475 | $2,039 萬 | 0.94% | −148,007−43.0% | 減碼 |
| Wells Fargo & Company | 189,733 | $1,969 萬 | 0.00% | +27,171+16.7% | 加碼 |
| Storebrand Asset Management AS | 186,495 | $1,935 萬 | 0.06% | +186,495 | 新進 |
| SIH Partners, LLLP | 182,940 | $1,898 萬 | 0.58% | +151,011+473.0% | 加碼 |
| Citigroup Inc | 174,732 | $1,813 萬 | 0.01% | −46,489−21.0% | 減碼 |
| Bank of Montreal | 173,636 | $1,802 萬 | 0.01% | −29,567−14.6% | 減碼 |
| Valliance Asset Management Ltd | 171,100 | $1,775 萬 | 14.56% | +171,100 | 新進 |
| Charles Schwab Investment Management Inc | 170,248 | $1,766 萬 | 0.00% | +10,796+6.8% | 加碼 |
| Marsico Capital Management LLC | 167,434 | $1,737 萬 | 0.51% | +167,434 | 新進 |
| Centaurus Financial, Inc. | 164,935 | $1,711 萬 | 0.81% | −38,455−18.9% | 減碼 |
| Price T Rowe Associates Inc | 164,821 | $1,710 萬 | 0.00% | −7,743−4.5% | 減碼 |
| Allianz Asset Management GmbH | 163,763 | $1,699 萬 | 0.02% | −83,057−33.7% | 減碼 |
| Vanguard Capital Management LLC | 162,092 | $1,682 萬 | 0.00% | +162,092 | 新進 |
| SEB Asset Management AB | 394,010 | $1,655 萬 | 0.07% | +394,010 | 新進 |
| Wedbush Fund Advisers, LLC | 159,191 | $1,652 萬 | 1.91% | −48,002−23.2% | 減碼 |
| Bridgewater Associates, LP | 157,064 | $1,630 萬 | 0.07% | +127,721+435.3% | 加碼 |
| HSBC Holdings PLC | 147,331 | $1,510 萬 | 0.01% | +42,674+40.8% | 加碼 |
| Vontobel Holding Ltd. | 136,768 | $1,419 萬 | 0.05% | +107,107+361.1% | 加碼 |
| Korea Investment CORP | 131,213 | $1,361 萬 | 0.03% | −8,390−6.0% | 減碼 |
| Advisor Group Holdings, Inc. | 130,979 | $1,359 萬 | 0.02% | +11,078+9.2% | 加碼 |
| TCW Group Inc | 130,337 | $1,352 萬 | 0.10% | +31,549+31.9% | 加碼 |
| Voleon Capital Management LP | 130,071 | $1,350 萬 | 0.29% | +126,407+3,450.0% | 加碼 |
| Exor Capital LLP | 128,945 | $1,338 萬 | 0.27% | +128,945 | 新進 |
| Scoggin Management LP | 125,000 | $1,297 萬 | 5.11% | −75,000−37.5% | 減碼 |
| Jain Global LLC | 122,775 | $1,274 萬 | 0.16% | +122,775 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 122,372 | $1,270 萬 | 0.03% | +14,831+13.8% | 加碼 |
| Pictet Asset Management Holding SA | 567,535 | $1,262 萬 | 0.01% | −9,827−1.7% | 減碼 |
| Howland Capital Management LLC | 117,540 | $1,220 萬 | 0.48% | −17,490−13.0% | 減碼 |
| Siren, L.L.C. | 113,614 | $1,179 萬 | 0.33% | +37,396+49.1% | 加碼 |
| Handelsbanken Fonder AB | 110,068 | $1,142 萬 | 0.04% | −6,266−5.4% | 減碼 |
| Ameriprise Financial Inc | 109,703 | $1,138 萬 | 0.00% | +26,386+31.7% | 加碼 |