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Arm Holdings PLC

ARM
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001973239

In the last 90 days, Arm Holdings PLC insiders filed 0 open-market purchases and 2 sales; 961 institutions reported holding it in 13F filings for Q2 2026, worth $35.0B in total; 3 superinvestors hold it, including Altimeter Capital and Duquesne Family Office.

13F holders, Q4 2023

Institutional positions in Arm Holdings PLC as of Dec 31, 2023. 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
271
+62 vs. Q3 2023
Shares held
77.4M
+3.40M (+4.6%) vs. Q3 2023
Total value
$5.82B
+$1.85B (+46.5%) vs. Q3 2023
New holders
119
79 more added
Sold out
57
43 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ARM 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.

Institutional holdersQ4 2023: 271 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 210 institutionsQ4 2023: 271 institutionsQ1 2024: 410 institutionsQ2 2024: 568 institutionsQ3 2024: 615 institutionsQ4 2024: 641 institutionsQ1 2025: 636 institutionsQ2 2025: 669 institutionsQ3 2025: 659 institutionsQ4 2025: 654 institutionsQ1 2026: 745 institutionsQ2 2026: 961 institutions
Value heldQ4 2023: $5.82B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $3.97BQ4 2023: $5.82BQ1 2024: $7.63BQ2 2024: $9.95BQ3 2024: $8.66BQ4 2024: $7.93BQ1 2025: $8.09BQ2 2025: $13.1BQ3 2025: $10.6BQ4 2025: $8.97BQ1 2026: $13.7BQ2 2026: $35.0B
Institutions holding ARM and their total value by quarter
QuarterHoldersValue
Q2 2026961$35.0B
Q1 2026745$13.7B
Q4 2025654$8.97B
Q3 2025659$10.6B
Q2 2025669$13.1B
Q1 2025636$8.09B
Q4 2024641$7.93B
Q3 2024615$8.66B
Q2 2024568$9.95B
Q1 2024410$7.63B
Q4 2023271$5.82B
Q3 2023210$3.97B
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Arm Holdings PLC; share changes are against Q3 2023.

Institutions holding ARM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GQG Partners LLC15,369,239$1.15B2.44%−1,020,603−6.2%Reduced
Jennison Associates LLC7,346,660$552.1M0.41%+994,551+15.7%Added
Schroder Investment Management Group6,390,228$480.2M0.62%+6,390,228New
Wellington Management Group LLP4,468,720$335.8M0.06%+1,611,926+56.4%Added
Goldman Sachs Group Inc3,550,217$266.8M0.06%+528,019+17.5%Added
FMR LLC3,000,812$225.5M0.02%−1,536,033−33.9%Reduced
BlackRock Inc.2,442,277$183.5M0.00%−484,987−16.6%Reduced
Robeco Schweiz AG2,130,000$160.1M2.69%+1,465,000+220.3%Added
Mubadala Investment Co PJSC2,001,960$150.4M0.51%+2,001,960New
Alphabet Inc.1,960,784$147.3M6.83%00.0%Unchanged
NVIDIA Corp1,960,784$147.3M63.95%+1,960,784New
Franklin Resources Inc1,812,273$136.2M0.06%−169,368−8.5%Reduced
Invesco Ltd.1,360,433$102.2M0.02%−1,313,186−49.1%Reduced
Citadel Advisors LLC1,358,358$102.1M0.10%−2,086,848−60.6%Reduced
Morgan Stanley1,267,588$95.3M0.01%+1,026,719+426.3%Added
Ghisallo Capital Management LLC1,200,000$90.2M9.32%00.0%Unchanged
Intel Corp1,176,470$88.4M29.24%00.0%Unchanged
Macquarie Group Ltd1,042,403$78.3M0.09%+706+0.1%Added
Loomis Sayles & Co L P1,031,843$77.5M0.12%−33,241−3.1%Reduced
Primecap Management Co953,740$71.7M0.06%−19,260−2.0%Reduced
American Century Companies Inc939,440$70.6M0.05%−84,485−8.3%Reduced
Capstone Investment Advisors, LLC902,000$67.8M1.17%+707,000+362.6%Added
Bank of America Corp853,315$64.1M0.01%+566,880+197.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main739,413$55.6M0.07%+350,683+90.2%Added
1832 Asset Management L.P.624,000$46.9M0.09%+624,000New
Russell Investments Group, Ltd.519,619$39.0M0.07%+154,460+42.3%Added
Neuberger Berman Group LLC428,842$32.2M0.03%−346,655−44.7%Reduced
FengHe Fund Management Pte. Ltd.426,914$32.1M5.63%+56,351+15.2%Added
Avala Global LP400,000$30.1M2.32%00.0%Unchanged
Telemark Asset Management, LLC400,000$30.1M4.48%+100,000+33.3%Added
Ameriprise Financial Inc391,840$29.4M0.01%+189,291+93.5%Added
Alliancebernstein L.P.361,774$27.2M0.01%+236,917+189.8%Added
Balyasny Asset Management LLC339,987$25.5M0.07%−1,214,640−78.1%Reduced
Arrowstreet Capital, Limited Partnership330,539$24.8M0.03%+330,539New
Wells Fargo & Company310,654$23.3M0.01%+196,899+173.1%Added
Anatole Investment Management Ltd309,887$23.3M5.95%+309,887New
Federated Hermes, Inc.301,098$22.6M0.06%−250.0%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management300,000$22.5M0.16%00.0%Unchanged
Diameter Capital Partners LP300,000$22.5M5.56%00.0%Unchanged
Price T Rowe Associates Inc276,363$20.8M0.00%−494,332−64.1%Reduced
SEI Investments Co274,386$20.6M0.03%+110,345+67.3%Added
State Street Corp269,731$20.3M0.00%+146,461+118.8%Added
Fullerton Fund Management Co Ltd.266,670$20.0M1.17%+266,670New
Jane Street Group, LLC226,075$17.0M0.02%−499,262−68.8%Reduced
Squarepoint Ops LLC225,250$16.9M0.07%00.0%Unchanged
Itau Unibanco Holding S.A.215,000$16.7M0.55%+215,000New
New York State Common Retirement Fund213,883$16.1M0.02%−19,408−8.3%Reduced
Man Group plc202,854$15.2M0.04%––
Royal Bank of Canada202,512$15.2M0.00%+121,542+150.1%Added
Woodline Partners LP195,760$14.7M0.16%−93,824−32.4%Reduced
JPMorgan Chase & Co186,489$14.0M0.00%−208,090−52.7%Reduced
Rheos Capital Works Inc.173,500$13.0M0.72%+83,500+92.8%Added
Seven Grand Managers, LLC150,000$11.3M10.76%00.0%Unchanged
UBS Group AG132,442$9.95M0.00%+118,737+866.4%Added
Exchange Traded Concepts, LLC127,558$9.59M0.26%+127,558New
Thornburg Investment Management Inc118,463$8.90M0.13%+68,463+136.9%Added
DekaBank Deutsche Girozentrale83,000$6.50M0.01%+43,000+107.5%Added
Geode Capital Management, LLC81,626$6.13M0.00%+5,344+7.0%Added
Barclays PLC80,971$6.08M0.00%+80,971New
Daiwa Securities Group Inc.40,285$5.99M0.04%00.0%Unchanged
Jackson Square Capital, LLC78,595$5.91M1.90%+78,595New
AMF Pensionsforsakring AB75,000$5.64M0.05%00.0%Unchanged
Northern Trust Corp74,143$5.57M0.00%+27,832+60.1%Added
Employees Retirement System of Texas74,056$5.57M0.07%−8,211−10.0%Reduced
First Trust Advisors LP71,522$5.37M0.01%+71,522New
Nomura Holdings Inc70,121$5.27M0.05%−21,294−23.3%Reduced
Citigroup Inc68,210$5.13M0.01%+61,777+960.3%Added
Renaissance Capital LLC65,618$4.93M2.42%+65,618New
Envestnet Asset Management Inc64,132$4.82M0.00%+22,597+54.4%Added
LPL Financial LLC60,279$4.53M0.00%+29,908+98.5%Added
Mark Asset Management LP59,944$4.50M0.73%+19,944+49.9%Added
Munro Partners57,365$4.31M0.20%+30,825+116.1%Added
Bank of New York Mellon Corp55,322$4.16M0.00%+49,722+887.9%Added
Gilder Gagnon Howe & Co LLC54,420$4.09M0.06%+2,525+4.9%Added
Optimas Capital Ltd54,395$4.09M3.86%+18,195+50.3%Added
Stifel Financial Corp53,258$4.00M0.01%+30,428+133.3%Added
Polymer Capital Management (HK) LTD50,100$3.76M1.32%+50,100New
Commonwealth Equity Services, LLC49,408$3.71M0.01%+37,654+320.4%Added
CIBC World Markets Inc.45,746$3.44M0.01%+45,746New
Natixis42,200$3.17M0.02%+35,142+497.9%Added
Advisor Group Holdings, Inc.41,566$3.12M0.01%+28,191+210.8%Added
MYDA Advisors LLC40,000$3.01M1.33%+40,000New
WT Asset Management Ltd40,000$3.01M0.38%+40,000New
Mizuho Securities Co. Ltd.39,810$2.99M10.72%+39,810New
Sumitomo Mitsui Trust Holdings, Inc.37,469$2.82M0.00%+8,052+27.4%Added
Janney Montgomery Scott LLC35,468$2.67M0.01%+22,763+179.2%Added
Pinnacle Associates Ltd34,600$2.60M0.04%+34,600New
La Banque Postale Asset Management SA33,196$2.49M0.05%+33,196New
Westwood Holdings Group Inc.32,011$2.40M0.02%+32,011New
Aquila Investment Management LLC31,000$2.33M2.02%+19,000+158.3%Added
Liontrust Investment Partners LLP30,000$2.25M0.03%+16,000+114.3%Added
Seven Eight Capital, LP29,876$2.25M0.26%+29,876New
Sofos Investments, Inc.28,547$2.15M0.60%+28,547New
Mirae Asset Global Investments Co., Ltd.27,263$2.05M0.00%+14,821+119.1%Added
Adams Wealth Management25,655$1.93M0.57%+25,655New
Ci Investments Inc.24,935$1.87M0.01%+12,760+104.8%Added
Schonfeld Strategic Advisors LLC24,523$1.84M0.02%−52,977−68.4%Reduced
Vontobel Holding Ltd.23,480$1.76M0.01%+12,623+116.3%Added
Longitude (Cayman) Ltd.22,500$1.69M2.70%+1,500+7.1%Added
Cambridge Investment Research Advisors, Inc.22,210$1.67M0.01%+6,571+42.0%Added