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 |
|---|---|---|---|---|---|
| Ruffer LLP | 127,142 | $934.7K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 145,111 | $1.07M | 0.00% | +145,111 | New |
| Clough Capital Partners L P | 147,294 | $1.08M | 0.10% | +147,294 | New |
| VELA Investment Management, LLC | 151,000 | $1.11M | 0.30% | 00.0% | Unchanged |
| Trexquant Investment LP | 152,799 | $1.12M | 0.01% | −1,794−1.2% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 154,584 | $1.13M | 0.12% | +154,584 | New |
| Deltec Asset Management LLC | 155,400 | $1.14M | 0.19% | −11,000−6.6% | Reduced |
| West Tower Group, LLC | 158,736 | $1.17M | 2.68% | 00.0% | Unchanged |
| Citigroup Inc | 171,122 | $1.26M | 0.00% | +5,373+3.2% | Added |
| XTX Topco Ltd | 177,326 | $1.30M | 0.03% | +177,326 | New |
| Catalyst Capital Advisors LLC | 182,090 | $1.34M | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 182,931 | $1.34M | 0.07% | +182,931 | New |
| American Capital Advisory, LLC | 187,809 | $1.38M | 0.60% | −89,330−32.2% | Reduced |
| Bleakley Financial Group, LLC | 203,855 | $1.50M | 0.03% | −4,543−2.2% | Reduced |
| American Trust Investment Advisors, LLC | 209,313 | $1.54M | 0.82% | +9,682+4.8% | Added |
| Black Creek Investment Management Inc. | 210,000 | $1.54M | 0.08% | −85,000−28.8% | Reduced |
| Acorn Financial Advisory Services Inc | 221,138 | $1.62M | 0.24% | +3,974+1.8% | Added |
| Handelsbanken Fonder AB | 240,928 | $1.77M | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 245,501 | $1.79M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 263,307 | $1.93M | 0.00% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 287,900 | $2.11M | 1.49% | −11,200−3.7% | Reduced |
| D. E. Shaw & Co., Inc. | 289,725 | $2.13M | 0.00% | −82,251−22.1% | Reduced |
| Boston Partners | 298,262 | $2.19M | 0.00% | +6,764+2.3% | Added |
| PDT Partners, LLC | 330,780 | $2.43M | 0.16% | −107,686−24.6% | Reduced |
| Wells Fargo & Company | 362,897 | $2.66M | 0.00% | +88,322+32.2% | Added |
| Envestnet Asset Management Inc | 369,470 | $2.71M | 0.00% | +64,874+21.3% | Added |
| Inlet Private Wealth, LLC | 384,188 | $2.82M | 0.65% | −27,800−6.7% | Reduced |
| Auxier Asset Management | 398,992 | $2.93M | 0.41% | +29,071+7.9% | Added |
| Seafarer Capital Partners, LLC | 400,000 | $2.94M | 0.76% | 00.0% | Unchanged |
| Jane Street Group, LLC | 401,309 | $2.95M | 0.00% | +343,291+591.7% | Added |
| Rockefeller Capital Management L.P. | 433,863 | $3.18M | 0.01% | +59,340+15.8% | Added |
| Royal Bank of Canada | 507,461 | $3.72M | 0.00% | +56,390+12.5% | Added |
| UBS Group AG | 518,530 | $3.81M | 0.00% | +91,952+21.6% | Added |
| Bank of America Corp | 528,403 | $3.88M | 0.00% | +13,084+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 528,900 | $3.88M | 0.07% | +243,000+85.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 529,728 | $3.89M | 1.01% | +12,872+2.5% | Added |
| TimesSquare Capital Management, LLC | 549,322 | $4.03M | 0.06% | −107,430−16.4% | Reduced |
| Point72 Asset Management, L.P. | 588,072 | $4.32M | 0.01% | +564,044+2,347.4% | Added |
| Qube Research & Technologies Ltd | 598,162 | $4.39M | 0.01% | +146,169+32.3% | Added |
| Amundi | 784,255 | $5.76M | 0.00% | +87,203+12.5% | Added |
| INCA Investments LLC | 788,001 | $5.78M | 2.02% | −427,563−35.2% | Reduced |
| Globeflex Capital L P | 815,609 | $5.99M | 0.92% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 818,810 | $6.01M | 0.00% | −99,253−10.8% | Reduced |
| Clearbridge Investments, LLC | 831,113 | $6.10M | 0.00% | +15,661+1.9% | Added |
| Citadel Advisors LLC | 927,535 | $6.81M | 0.00% | −28,797−3.0% | Reduced |
| General American Investors Co Inc | 950,178 | $6.97M | 0.43% | +250,000+35.7% | Added |
| Invesco Ltd. | 982,026 | $7.21M | 0.00% | −41,295−4.0% | Reduced |
| Emeth Value Capital, LLC | 1,045,701 | $7.68M | 9.47% | −927,966−47.0% | Reduced |
| Renaissance Technologies LLC | 1,049,734 | $7.71M | 0.01% | +795,400+312.7% | Added |
| JPMorgan Chase & Co | 1,107,655 | $8.13M | 0.00% | −87,219−7.3% | Reduced |
| Goldman Sachs Group Inc | 1,127,060 | $8.27M | 0.00% | +511,468+83.1% | Added |
| Perpetual Ltd | 1,447,814 | $10.6M | 0.15% | −287,600−16.6% | Reduced |
| Managed Asset Portfolios, LLC | 1,476,299 | $10.8M | 1.31% | +39,250+2.7% | Added |
| State of New Jersey Common Pension Fund D | 1,486,822 | $10.9M | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 1,496,461 | $11.0M | 0.01% | +1,480,712+9,401.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,699,452 | $19.8M | 0.03% | +68,788+2.6% | Added |
| Private Management Group Inc | 3,378,055 | $24.8M | 0.72% | −1,2250.0% | Reduced |
| Brightlight Capital Management LP | 3,466,800 | $25.4M | 18.09% | +1,232,800+55.2% | Added |
| Moerus Capital Management LLC | 3,556,906 | $26.1M | 11.26% | +226,912+6.8% | Added |
| Morgan Stanley | 4,045,638 | $29.7M | 0.00% | +505,698+14.3% | Added |
| SPX Equities Gestao de Recursos Ltda | 7,551,676 | $55.4M | 5.67% | +1,209,055+19.1% | Added |
| Pzena Investment Management LLC | 10,562,564 | $77.5M | 0.23% | −864,730−7.6% | Reduced |
| Lazard Asset Management LLC | 21,471,672 | $157.6M | 0.27% | +1,343,195+6.7% | Added |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −536,643−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −81,892−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −65,779−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −54,469−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −48,049−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −30,918−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,979−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −23,811−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −20,623−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,937−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −11,997−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,768−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |