Arcos Dorados Holdings Inc.
ARCO- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0001508478
In the last 90 days, Arcos Dorados Holdings Inc. insiders filed 0 open-market purchases and 1 sale; 176 institutions reported holding it in 13F filings for Q2 2026, worth $774.2M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Arcos Dorados Holdings Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 163
- +6 vs. Q3 2025
- Shares held
- 88.7M
- +2.76M (+3.2%) vs. Q3 2025
- Total value
- $651.2M
- +$71.0M (+12.2%) vs. Q3 2025
- New holders
- 27
- 61 more added
- Sold out
- 21
- 53 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ARCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 176 | $774.2M |
| Q1 2026 | 161 | $762.8M |
| Q4 2025 | 163 | $651.2M |
| Q3 2025 | 158 | $580.3M |
| Q2 2025 | 151 | $679.8M |
| Q1 2025 | 164 | $674.5M |
| Q4 2024 | 160 | $611.3M |
| Q3 2024 | 167 | $719.6M |
| Q2 2024 | 181 | $780.2M |
| Q1 2024 | 180 | $943.0M |
| Q4 2023 | 176 | $1.04B |
| Q3 2023 | 144 | $725.1M |
| Q2 2023 | 157 | $797.8M |
| Q1 2023 | 145 | $579.4M |
| Q4 2022 | 136 | $648.1M |
| Q3 2022 | 130 | $559.6M |
| Q2 2022 | 122 | $504.2M |
| Q1 2022 | 120 | $628.6M |
| Q4 2021 | 110 | $435.3M |
| Q3 2021 | 106 | $381.2M |
| Q2 2021 | 110 | $441.2M |
| Q1 2021 | 122 | $416.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Arcos Dorados Holdings Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 21,471,672 | $157.6M | 0.27% | +1,343,195+6.7% | Added |
| Pzena Investment Management LLC | 10,562,564 | $77.5M | 0.23% | −864,730−7.6% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 7,551,676 | $55.4M | 5.67% | +1,209,055+19.1% | Added |
| Morgan Stanley | 4,045,638 | $29.7M | 0.00% | +505,698+14.3% | Added |
| Moerus Capital Management LLC | 3,556,906 | $26.1M | 11.26% | +226,912+6.8% | Added |
| Brightlight Capital Management LP | 3,466,800 | $25.4M | 18.09% | +1,232,800+55.2% | Added |
| Private Management Group Inc | 3,378,055 | $24.8M | 0.72% | −1,2250.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,699,452 | $19.8M | 0.03% | +68,788+2.6% | Added |
| SEI Investments Co | 1,496,461 | $11.0M | 0.01% | +1,480,712+9,401.9% | Added |
| State of New Jersey Common Pension Fund D | 1,486,822 | $10.9M | 0.04% | 00.0% | Unchanged |
| Managed Asset Portfolios, LLC | 1,476,299 | $10.8M | 1.31% | +39,250+2.7% | Added |
| Perpetual Ltd | 1,447,814 | $10.6M | 0.15% | −287,600−16.6% | Reduced |
| Goldman Sachs Group Inc | 1,127,060 | $8.27M | 0.00% | +511,468+83.1% | Added |
| JPMorgan Chase & Co | 1,107,655 | $8.13M | 0.00% | −87,219−7.3% | Reduced |
| Renaissance Technologies LLC | 1,049,734 | $7.71M | 0.01% | +795,400+312.7% | Added |
| Emeth Value Capital, LLC | 1,045,701 | $7.68M | 9.47% | −927,966−47.0% | Reduced |
| Invesco Ltd. | 982,026 | $7.21M | 0.00% | −41,295−4.0% | Reduced |
| General American Investors Co Inc | 950,178 | $6.97M | 0.43% | +250,000+35.7% | Added |
| Citadel Advisors LLC | 927,535 | $6.81M | 0.00% | −28,797−3.0% | Reduced |
| Clearbridge Investments, LLC | 831,113 | $6.10M | 0.00% | +15,661+1.9% | Added |
| BNP Paribas Arbitrage, SA | 818,810 | $6.01M | 0.00% | −99,253−10.8% | Reduced |
| Globeflex Capital L P | 815,609 | $5.99M | 0.92% | 00.0% | Unchanged |
| INCA Investments LLC | 788,001 | $5.78M | 2.02% | −427,563−35.2% | Reduced |
| Amundi | 784,255 | $5.76M | 0.00% | +87,203+12.5% | Added |
| Qube Research & Technologies Ltd | 598,162 | $4.39M | 0.01% | +146,169+32.3% | Added |
| Point72 Asset Management, L.P. | 588,072 | $4.32M | 0.01% | +564,044+2,347.4% | Added |
| TimesSquare Capital Management, LLC | 549,322 | $4.03M | 0.06% | −107,430−16.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 529,728 | $3.89M | 1.01% | +12,872+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 528,900 | $3.88M | 0.07% | +243,000+85.0% | Added |
| Bank of America Corp | 528,403 | $3.88M | 0.00% | +13,084+2.5% | Added |
| UBS Group AG | 518,530 | $3.81M | 0.00% | +91,952+21.6% | Added |
| Royal Bank of Canada | 507,461 | $3.72M | 0.00% | +56,390+12.5% | Added |
| Rockefeller Capital Management L.P. | 433,863 | $3.18M | 0.01% | +59,340+15.8% | Added |
| Jane Street Group, LLC | 401,309 | $2.95M | 0.00% | +343,291+591.7% | Added |
| Seafarer Capital Partners, LLC | 400,000 | $2.94M | 0.76% | 00.0% | Unchanged |
| Auxier Asset Management | 398,992 | $2.93M | 0.41% | +29,071+7.9% | Added |
| Inlet Private Wealth, LLC | 384,188 | $2.82M | 0.65% | −27,800−6.7% | Reduced |
| Envestnet Asset Management Inc | 369,470 | $2.71M | 0.00% | +64,874+21.3% | Added |
| Wells Fargo & Company | 362,897 | $2.66M | 0.00% | +88,322+32.2% | Added |
| PDT Partners, LLC | 330,780 | $2.43M | 0.16% | −107,686−24.6% | Reduced |
| Boston Partners | 298,262 | $2.19M | 0.00% | +6,764+2.3% | Added |
| D. E. Shaw & Co., Inc. | 289,725 | $2.13M | 0.00% | −82,251−22.1% | Reduced |
| Hedges Asset Management LLC | 287,900 | $2.11M | 1.49% | −11,200−3.7% | Reduced |
| Price T Rowe Associates Inc | 263,307 | $1.93M | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 245,501 | $1.79M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 240,928 | $1.77M | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 221,138 | $1.62M | 0.24% | +3,974+1.8% | Added |
| Black Creek Investment Management Inc. | 210,000 | $1.54M | 0.08% | −85,000−28.8% | Reduced |
| American Trust Investment Advisors, LLC | 209,313 | $1.54M | 0.82% | +9,682+4.8% | Added |
| Bleakley Financial Group, LLC | 203,855 | $1.50M | 0.03% | −4,543−2.2% | Reduced |
| American Capital Advisory, LLC | 187,809 | $1.38M | 0.60% | −89,330−32.2% | Reduced |
| CenterBook Partners LP | 182,931 | $1.34M | 0.07% | +182,931 | New |
| Catalyst Capital Advisors LLC | 182,090 | $1.34M | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 177,326 | $1.30M | 0.03% | +177,326 | New |
| Citigroup Inc | 171,122 | $1.26M | 0.00% | +5,373+3.2% | Added |
| West Tower Group, LLC | 158,736 | $1.17M | 2.68% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 155,400 | $1.14M | 0.19% | −11,000−6.6% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 154,584 | $1.13M | 0.12% | +154,584 | New |
| Trexquant Investment LP | 152,799 | $1.12M | 0.01% | −1,794−1.2% | Reduced |
| VELA Investment Management, LLC | 151,000 | $1.11M | 0.30% | 00.0% | Unchanged |
| Clough Capital Partners L P | 147,294 | $1.08M | 0.10% | +147,294 | New |
| Balyasny Asset Management LLC | 145,111 | $1.07M | 0.00% | +145,111 | New |
| Ruffer LLP | 127,142 | $934.7K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 116,214 | $853.0K | 0.01% | +96,237+481.7% | Added |
| Dodge & Cox | 112,966 | $829.2K | 0.00% | +3,000+2.7% | Added |
| Susquehanna International Group, LLP | 110,011 | $807.5K | 0.00% | −2,111−1.9% | Reduced |
| Verition Fund Management LLC | 105,385 | $773.5K | 0.00% | −41,807−28.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 107,625 | $771.2K | 0.06% | +107,625 | New |
| Hussman Strategic Advisors, Inc. | 105,000 | $770.7K | 0.19% | +105,000 | New |
| Schonfeld Strategic Advisors LLC | 94,706 | $695.1K | 0.00% | −71,904−43.2% | Reduced |
| Optimize Financial Inc | 86,291 | $633.4K | 0.32% | +1,240+1.5% | Added |
| Northern Trust Corp | 83,795 | $615.1K | 0.00% | −270.0% | Reduced |
| Squarepoint Ops LLC | 78,581 | $576.8K | 0.00% | −63,708−44.8% | Reduced |
| Millennium Management LLC | 77,462 | $568.6K | 0.00% | −569,008−88.0% | Reduced |
| Fidelis Capital Partners, LLC | 75,000 | $550.5K | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 73,127 | $536.8K | 0.00% | −1,772,355−96.0% | Reduced |
| Fox Run Management, L.L.C. | 72,818 | $534.5K | 0.08% | −4,873−6.3% | Reduced |
| Raymond James Financial Inc | 68,365 | $501.8K | 0.00% | +864+1.3% | Added |
| Stifel Financial Corp | 62,922 | $461.8K | 0.00% | −12,684−16.8% | Reduced |
| Dumac, Inc. | 60,857 | $446.7K | 0.07% | +60,857 | New |
| Van Eck Associates Corp | 58,661 | $431.0K | 0.00% | −91−0.2% | Reduced |
| HRT Financial LP | 58,535 | $429.0K | 0.00% | −16,216−21.7% | Reduced |
| Nomura Asset Management International Inc. | 54,469 | $400.0K | 0.00% | +54,469 | New |
| Baker Ellis Asset Management LLC | 53,300 | $391.2K | 0.05% | +8,800+19.8% | Added |
| Jump Financial, LLC | 51,332 | $376.8K | 0.00% | −62,498−54.9% | Reduced |
| Moors & Cabot, Inc. | 49,409 | $362.7K | 0.02% | +2,023+4.3% | Added |
| Bank of New York Mellon Corp | 43,393 | $318.5K | 0.00% | +11,036+34.1% | Added |
| Gsa Capital Partners LLP | 42,211 | $310.0K | 0.03% | +16,024+61.2% | Added |
| PharVision Advisers, LLC | 41,830 | $307.0K | 0.16% | +1,976+5.0% | Added |
| State of Wisconsin Investment Board | 41,590 | $305.3K | 0.00% | +41,590 | New |
| State Street Corp | 36,687 | $269.3K | 0.00% | −87−0.2% | Reduced |
| Quantbot Technologies LP | 36,662 | $269.1K | 0.01% | −66,422−64.4% | Reduced |
| LPL Financial LLC | 33,295 | $244.4K | 0.00% | +5,055+17.9% | Added |
| Merit Financial Group, LLC | 32,503 | $238.6K | 0.00% | +32,503 | New |
| BlackRock, Inc. | 32,468 | $238.3K | 0.00% | −879,156−96.4% | Reduced |
| CIBC World Markets Inc. | 32,350 | $237.4K | 0.00% | +5,500+20.5% | Added |
| Sanctuary Advisors, LLC | 31,770 | $233.2K | 0.00% | +6,013+23.3% | Added |
| WJ Financial Advisors LLC | 31,620 | $232.1K | 0.21% | +31,620 | New |
| Skopos Labs, Inc. | 30,458 | $223.3K | 0.01% | +30,458 | New |
| Diligent Investors, LLC | 27,619 | $202.7K | 0.05% | −496−1.8% | Reduced |