Who owns BABA (BABA)
Which tracked institutional funds hold BABA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BABA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BABA is one-sided between 2025-Q4 and 2026-Q1: 166 added or opened and 529 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BABA’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes BABA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BABA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1337 tracked filers holding BABA, 594 increased or opened the position and 675 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BABA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 44
- CapitalatWork S.A.$109M
- OLD MISSION CAPITAL LLC$67M
- ALKEON CAPITAL MANAGEMENT LLC$63M
- Capital Research Global Investors$53M
- CIBC Bancorp USA Inc.$52M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$48M
Full exits 96
- H&H International Investment, LLC$375M
- Third Point LLC$121M
- SYQUANT CAPITAL SAS$91M
- JANUS HENDERSON GROUP PLC$82M
- CIBC Private Wealth Group LLC$60M
- Artemis Investment Management LLP$53M
Largest adds
- SIH Partners, LLLP$447M
- NORGES BANK$333M
- DEUTSCHE BANK AG\$252M
- CITADEL ADVISORS LLC$147M
- PRICE T ROWE ASSOCIATES INC /MD/$147M
- Carrhae Capital LLP$122M
Largest trims
- JPMORGAN CHASE & CO$674M
- FMR LLC$520M
- HHLR ADVISORS, LTD.$488M
- PRIMECAP MANAGEMENT CO/CA/$433M
- Capital World Investors$432M
- GOLDMAN SACHS GROUP INC$408M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 20,491,140 | $2.5B | 8.4% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 18,722,316 | $2.3B | 7.9% | 2026-Q1 |
| UBS Group AG trimmed | 10,621,236 | $1.3B | 4.5% | 2026-Q1 |
| DODGE & COX trimmed | 9,917,770 | $1.2B | 4.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 9,122,953 | $1.1B | 3.8% | 2026-Q1 |
| FMR LLC trimmed | 7,847,855 | $985M | 3.3% | 2026-Q1 |
| NORGES BANK added | 7,015,681 | $928M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 6,144,720 | $771M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,705,942 | $716M | 2.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,534,815 | $694M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,222,753 | $655M | 2.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 5,122,135 | $643M | 2.2% | 2026-Q1 |
| SIH Partners, LLLP added | 4,921,133 | $617M | 2.1% | 2026-Q1 |
| Capital World Investors trimmed | 4,158,097 | $522M | 1.8% | 2026-Q1 |
| CITIGROUP INC added | 3,466,362 | $435M | 1.5% | 2026-Q1 |
| Appaloosa LP trimmed | 3,465,000 | $435M | 1.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,140,332 | $394M | 1.3% | 2026-Q1 |
| BARCLAYS PLC added | 2,740,973 | $344M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,733,233 | $343M | 1.2% | 2026-Q1 |
| Discerene Group LP trimmed | 2,642,678 | $332M | 1.1% | 2026-Q1 |
| HHLR ADVISORS, LTD. trimmed | 2,453,657 | $308M | 1.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 2,360,589 | $296M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,280,383 | $286M | 1.0% | 2026-Q1 |
| AMF Tjanstepension AB added | 2,206,634 | $277M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,163,887 | $271M | 0.9% | 2026-Q1 |
| RWWM, Inc. trimmed | 2,161,777 | $271M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,823,782 | $229M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,799,828 | $226M | 0.8% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 1,486,176 | $186M | 0.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,454,927 | $182M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,435,941 | $180M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,428,424 | $179M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,340,707 | $168M | 0.6% | 2026-Q1 |
| Carrhae Capital LLP added | 1,334,070 | $167M | 0.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,317,443 | $165M | 0.6% | 2026-Q1 |
| Temasek Holdings (Private) Ltd | 1,313,262 | $165M | 0.6% | 2026-Q1 |
| Ruffer LLP added | 1,171,229 | $147M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,171,596 | $143M | 0.5% | 2026-Q1 |
| Altshuler Shaham Ltd added | 1,094,619 | $137M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,091,858 | $137M | 0.5% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 1,091,253 | $137M | 0.5% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 1,068,890 | $134M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,062,204 | $133M | 0.4% | 2026-Q1 |
| Man Group plc trimmed | 1,007,661 | $126M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 989,164 | $124M | 0.4% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 958,245 | $120M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 952,850 | $120M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 952,010 | $119M | 0.4% | 2026-Q1 |
| TT International Asset Management LTD added | 927,535 | $116M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 915,289 | $115M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 911,725 | $114M | 0.4% | 2026-Q1 |
| CapitalatWork S.A. new | 867,053 | $109M | 0.4% | 2026-Q1 |
| EMINENCE CAPITAL, LP added | 861,326 | $108M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 854,036 | $107M | 0.4% | 2026-Q1 |
| Amundi added | 850,139 | $107M | 0.4% | 2026-Q1 |
| Polunin Capital Partners Ltd trimmed | 862,604 | $106M | 0.4% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 828,994 | $104M | 0.3% | 2026-Q1 |
| ARK Investment Management LLC added | 783,171 | $98M | 0.3% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 772,002 | $97M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 737,233 | $92M | 0.3% | 2026-Q1 |
| BBFIT INVESTMENTS PTE LTD | 728,800 | $91M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 726,244 | $91M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 707,391 | $89M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 703,727 | $88M | 0.3% | 2026-Q1 |
| Greenwoods Asset Management Hong Kong Ltd. trimmed | 703,009 | $88M | 0.3% | 2026-Q1 |
| Clear Street Group Inc. trimmed | 669,953 | $84M | 0.3% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 666,113 | $84M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 664,658 | $83M | 0.3% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 637,658 | $80M | 0.3% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 635,540 | $80M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 634,270 | $80M | 0.3% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 610,184 | $77M | 0.3% | 2026-Q1 |
| Davis Asset Management, L.P. added | 607,561 | $76M | 0.3% | 2026-Q1 |
| Walleye Trading LLC added | 587,859 | $74M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 584,247 | $73M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 578,963 | $73M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 575,193 | $72M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 573,409 | $72M | 0.2% | 2026-Q1 |
| Candriam S.C.A. added | 564,818 | $71M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 561,960 | $71M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 5,660,258 | $748M | 2.5% | 2025-Q1 stale |
| Sanders Capital, LLC trimmed | 3,607,811 | $645M | 2.2% | 2025-Q3 stale |
| H&H International Investment, LLC trimmed | 2,560,500 | $375M | 1.3% | 2025-Q4 stale |
| COATUE MANAGEMENT LLC added | 1,996,593 | $357M | 1.2% | 2025-Q3 stale |
| Slate Path Capital LP added | 2,036,000 | $269M | 0.9% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 1,224,093 | $219M | 0.7% | 2025-Q3 stale |
| PUBLIC INVESTMENT FUND | 1,610,654 | $213M | 0.7% | 2025-Q1 stale |
| Altimeter Capital Management, LP added | 969,100 | $173M | 0.6% | 2025-Q3 stale |
| MARTIN CURRIE LTD trimmed | 1,314,941 | $149M | 0.5% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,112,345 | $147M | 0.5% | 2025-Q1 stale |
| AXIOM INVESTORS LLC /DE trimmed | 1,262,023 | $143M | 0.5% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 1,218,700 | $138M | 0.5% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,071,231 | $121M | 0.4% | 2025-Q2 stale |
| Third Point LLC trimmed | 825,000 | $121M | 0.4% | 2025-Q4 stale |
| Clear Street Derivatives LLC added | 878,153 | $116M | 0.4% | 2025-Q1 stale |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC trimmed | 708,200 | $94M | 0.3% | 2025-Q1 stale |
| SYQUANT CAPITAL SAS new | 621,505 | $91M | 0.3% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC trimmed | 557,742 | $82M | 0.3% | 2025-Q4 stale |
| BRIGHT VALLEY CAPITAL Ltd added | 600,000 | $79M | 0.3% | 2025-Q1 stale |
| Maple Rock Capital Partners Inc. trimmed | 406,930 | $73M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.