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; 962 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, Q1 2024
Institutional positions in Arm Holdings PLC as of Mar 31, 2024. 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
- 410
- +141 vs. Q4 2023
- Shares held
- 61.1M
- −16.3M (−21.1%) vs. Q4 2023
- Total value
- $7.63B
- +$1.81B (+31.1%) vs. Q4 2023
- New holders
- 197
- 98 more added
- Sold out
- 56
- 89 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 962 | $35.0B |
| Q1 2026 | 745 | $13.7B |
| Q4 2025 | 654 | $8.97B |
| Q3 2025 | 659 | $10.6B |
| Q2 2025 | 669 | $13.1B |
| Q1 2025 | 636 | $8.09B |
| Q4 2024 | 641 | $7.93B |
| Q3 2024 | 615 | $8.66B |
| Q2 2024 | 568 | $9.95B |
| Q1 2024 | 410 | $7.63B |
| Q4 2023 | 271 | $5.82B |
| Q3 2023 | 210 | $3.97B |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Arm Holdings PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 1,727 | $215.9K | 0.01% | +1,727 | New |
| Independent Advisor Alliance | 1,718 | $214.7K | 0.01% | +1,718 | New |
| Transcend Wealth Collective, LLC | 1,700 | $212.5K | 0.02% | +1,700 | New |
| Qube Research & Technologies Ltd | 1,683 | $210.4K | 0.00% | −8,537−83.5% | Reduced |
| Nwam LLC | 1,882 | $207.6K | 0.02% | +1,882 | New |
| Equitable Holdings, Inc. | 1,653 | $206.6K | 0.00% | +1,653 | New |
| Southern Capital Advisors, LLC | 1,621 | $202.6K | 0.12% | −1,429−46.9% | Reduced |
| Claro Advisors LLC | 1,607 | $200.9K | 0.03% | +1,607 | New |
| Lincoln National Corp | 1,606 | $200.7K | 0.00% | +1,606 | New |
| JTC Employer Solutions Trusteee Ltd | 1,550 | $195.0K | 0.01% | +200+14.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $184.9K | 0.07% | +1,480 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,416 | $177.0K | 0.00% | −139−8.9% | Reduced |
| Sunbelt Securities, Inc. | 1,350 | $168.7K | 0.02% | +1,350 | New |
| HSBC Holdings PLC | 1,345 | $168.1K | 0.00% | −5,905−81.4% | Reduced |
| Proequities, Inc. | 1,334 | $166.7K | 0.01% | +1,297+3,505.4% | Added |
| Ronald Blue Trust, Inc. | 1,294 | $161.7K | 0.00% | +1,294 | New |
| Parallel Advisors, LLC | 1,252 | $156.5K | 0.00% | +200+19.0% | Added |
| IFP Advisors, Inc | 1,153 | $144.1K | 0.01% | −659−36.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,000 | $125.0K | 0.02% | +1,000 | New |
| State of Wyoming | 1,000 | $125.0K | 0.02% | +1,000 | New |
| EMC Capital Management | 1,000 | $124.0K | 0.07% | +1,000 | New |
| Ancora Advisors, LLC | 990 | $123.7K | 0.00% | +390+65.0% | Added |
| Gen-Wealth Partners Inc | 970 | $121.2K | 0.06% | +970 | New |
| Optiver Holding B.V. | 904 | $113.0K | 0.00% | +787+672.6% | Added |
| Pacer Advisors, Inc. | 838 | $104.7K | 0.00% | −28−3.2% | Reduced |
| Global Retirement Partners, LLC | 815 | $101.9K | 0.00% | +815 | New |
| Brown, Lisle/Cummings, Inc. | 750 | $93.7K | 0.03% | +750 | New |
| Atticus Wealth Management, LLC | 746 | $93.2K | 0.03% | −579−43.7% | Reduced |
| BFSG, LLC | 700 | $87.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 700 | $87.5K | 0.00% | +700 | New |
| Fifth Third Bancorp | 685 | $85.6K | 0.00% | +685 | New |
| DSM Capital Partners LLC | 670 | $83.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 669 | $83.6K | 0.00% | −3,866−85.2% | Reduced |
| Rakuten Investment Management, Inc. | 594 | $74.2K | 0.00% | −544−47.8% | Reduced |
| SJS Investment Consulting Inc. | 560 | $70.0K | 0.01% | +560 | New |
| Harbour Investments, Inc. | 535 | $66.9K | 0.00% | +435+435.0% | Added |
| Spotlight Asset Group, Inc. | 500 | $62.5K | 0.04% | +500 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 430 | $53.7K | 0.00% | −17,370−97.6% | Reduced |
| Sandy Spring Bank | 425 | $53.1K | 0.00% | +100+30.8% | Added |
| Bokf, NA | 400 | $50.8K | 0.00% | +100+33.3% | Added |
| Crewe Advisors LLC | 400 | $50.0K | 0.01% | +400 | New |
| Naples Money Management LLC | 340 | $42.5K | 0.04% | +110+47.8% | Added |
| Allworth Financial LP | 338 | $42.2K | 0.00% | +319+1,678.9% | Added |
| PSI Advisors, LLC | 325 | $40.6K | 0.01% | +100+44.4% | Added |
| Armstrong Advisory Group, Inc | 500 | $37.6K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 295 | $37.0K | 0.00% | +295 | New |
| US Bancorp | 296 | $37.0K | 0.00% | −14−4.5% | Reduced |
| JJJ Advisors Inc. | 293 | $36.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 285 | $36.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 280 | $35.0K | 0.01% | +280 | New |
| CIBC Private Wealth Group, LLC | 270 | $34.3K | 0.00% | −16,675−98.4% | Reduced |
| Godsey & Gibb Associates | 250 | $31.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 243 | $30.4K | 0.01% | +88+56.8% | Added |
| Farther Finance Advisors, LLC | 227 | $28.8K | 0.00% | −36−13.7% | Reduced |
| Dogwood Wealth Management LLC | 202 | $25.2K | 0.02% | +202 | New |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $25.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $25.0K | 0.01% | +200 | New |
| Spirit of America Management Corp | 200 | $25.0K | 0.01% | +200 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $25.0K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 200 | $25.0K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 210 | $24.6K | 0.00% | +210 | New |
| Capital Analysts, LLC | 186 | $23.0K | 0.00% | +186 | New |
| CVA Family Office, LLC | 180 | $22.5K | 0.00% | +180 | New |
| Signaturefd, LLC | 170 | $21.2K | 0.00% | +150+750.0% | Added |
| RiverPark Advisors, LLC | 170 | $21.2K | 0.02% | +170 | New |
| Y.D. More Investments Ltd | 169 | $21.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 160 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 160 | $20.0K | 0.01% | +160 | New |
| Retirement Group, LLC | 159 | $19.9K | 0.01% | +159 | New |
| Gilliland Jeter Wealth Management LLC | 141 | $17.6K | 0.01% | +141 | New |
| WR Wealth Planners, LLC | 138 | $17.2K | 0.01% | +138 | New |
| Rhumbline Advisers | 138 | $17.2K | 0.00% | +21+17.9% | Added |
| Rothschild Investment LLC | 137 | $17.1K | 0.00% | +137 | New |
| Rocky Mountain Advisers, LLC | 131 | $16.4K | 0.01% | +131 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $13.5K | 0.00% | +108 | New |
| Adirondack Trust Co | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $12.5K | 0.00% | +100 | New |
| Centerpoint Advisors, LLC | 100 | $12.0K | 0.00% | −500−83.3% | Reduced |
| Bogart Wealth, LLC | 91 | $11.4K | 0.00% | +91 | New |
| Register Financial Advisors LLC | 75 | $9.37K | 0.00% | +75 | New |
| First PREMIER Bank | 70 | $9.00K | 0.00% | +70 | New |
| Lindbrook Capital, LLC | 53 | $6.62K | 0.00% | +53 | New |
| Tanglewood Legacy Advisors, LLC | 50 | $6.25K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $6.25K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 50 | $6.25K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 50 | $6.25K | 0.00% | +50 | New |
| Valley National Advisers Inc | 54 | $6.00K | 0.00% | +54 | New |
| Hollencrest Capital Management | 46 | $5.75K | 0.00% | −154−77.0% | Reduced |
| ICA Group Wealth Management, LLC | 40 | $5.00K | 0.00% | −10−20.0% | Reduced |
| Stone House Investment Management, LLC | 35 | $4.38K | 0.00% | +35 | New |
| RFP Financial Group LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 30 | $3.75K | 0.00% | +30 | New |
| Cedar Mountain Advisors, LLC | 30 | $3.75K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 29 | $3.63K | 0.00% | +29 | New |
| Tradewinds Capital Management, LLC | 25 | $3.13K | 0.00% | −1−3.8% | Reduced |
| Financial Management Professionals, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 24 | $2.99K | 0.00% | −4−14.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 20 | $2.50K | 0.00% | +20 | New |