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, Q3 2024
Institutional positions in Arm Holdings PLC as of Sep 30, 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
- 615
- +53 vs. Q2 2024
- Shares held
- 61.2M
- +2.69M (+4.6%) vs. Q2 2024
- Total value
- $8.66B
- −$905.4M (−9.5%) vs. Q2 2024
- New holders
- 124
- 270 more added
- Sold out
- 71
- 136 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 | 961 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Arm Holdings PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Naples Money Management LLC | 476 | $68.1K | 0.06% | +6+1.3% | Added |
| First Community Trust NA | 486 | $69.5K | 0.06% | +486 | New |
| JTC Employer Solutions Trusteee Ltd | 500 | $71.0K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 521 | $74.5K | 0.01% | +171+48.9% | Added |
| Sandy Spring Bank | 525 | $75.1K | 0.00% | +100+23.5% | Added |
| Allworth Financial LP | 526 | $75.3K | 0.00% | +44+9.1% | Added |
| Valley National Advisers Inc | 541 | $77.0K | 0.01% | +226+71.7% | Added |
| Armstrong Advisory Group, Inc | 575 | $82.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 580 | $82.9K | 0.00% | +212+57.6% | Added |
| Hexagon Capital Partners LLC | 627 | $89.7K | 0.02% | +77+14.0% | Added |
| Harbour Investments, Inc. | 644 | $92.1K | 0.00% | −118−15.5% | Reduced |
| DSM Capital Partners LLC | 670 | $95.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 700 | $100.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 719 | $102.8K | 0.00% | −381−34.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 750 | $107.3K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 770 | $110.1K | 0.08% | +770 | New |
| Gen-Wealth Partners Inc | 720 | $111.2K | 0.05% | +200+38.5% | Added |
| Ransom Advisory, Ltd | 845 | $120.8K | 0.06% | +845 | New |
| Silver Oak Securities, Inc | 932 | $135.7K | 0.01% | +932 | New |
| Larson Financial Group LLC | 1,041 | $148.9K | 0.01% | +751+259.0% | Added |
| Northwest Financial Advisors | 1,215 | $173.8K | 0.14% | +1,215 | New |
| CoreCap Advisors, LLC | 1,221 | $174.6K | 0.01% | +1,221 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $178.8K | 0.05% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,297 | $185.5K | 0.07% | +1,297 | New |
| Creative Financial Designs Inc | 1,313 | $187.8K | 0.02% | +38+3.0% | Added |
| Mission Wealth Management, LP | 1,362 | $194.8K | 0.00% | +140+11.5% | Added |
| Brookstone Capital Management | 1,411 | $201.8K | 0.00% | +156+12.4% | Added |
| Hobbs Group Advisors, LLC | 1,454 | $207.9K | 0.07% | +100+7.4% | Added |
| Altfest L J & Co Inc | 1,458 | $209.0K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,475 | $210.9K | 0.01% | +1,475 | New |
| Morse Asset Management, Inc | 1,480 | $211.7K | 0.05% | +1,480 | New |
| Wellington Shields Capital Management, LLC | 1,500 | $214.5K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 1,500 | $214.5K | 0.00% | +1,500 | New |
| West Tower Group, LLC | 1,500 | $214.5K | 0.46% | +1,500 | New |
| Lewis Asset Management, LLC | 1,500 | $214.5K | 0.16% | +1,500 | New |
| MUFG Securities EMEA plc | 1,504 | $215.1K | 0.01% | +1,504 | New |
| RFG Holdings, Inc. | 1,508 | $215.7K | 0.08% | +1,508 | New |
| Pine Valley Investments Ltd Liability Co | 1,524 | $217.9K | 0.02% | −294−16.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,541 | $220.4K | 0.03% | +1,541 | New |
| Perennial Investment Advisors, LLC | 1,545 | $220.9K | 0.03% | −105−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 1,556 | $222.5K | 0.00% | +1,556 | New |
| China Universal Asset Management Co., Ltd. | 1,587 | $227.0K | 0.03% | +876+123.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,601 | $229.0K | 0.00% | +1,601 | New |
| Southern Capital Advisors, LLC | 1,621 | $231.8K | 0.13% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,621 | $231.8K | 0.02% | +566+53.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,633 | $233.5K | 0.02% | +335+25.8% | Added |
| RFG Advisory, LLC | 1,647 | $235.6K | 0.01% | +1,647 | New |
| Sara-Bay Financial | 1,650 | $236.0K | 0.10% | +1,650 | New |
| Holderness Investments Co | 1,651 | $236.1K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,657 | $237.0K | 0.00% | +229+16.0% | Added |
| Ronald Blue Trust, Inc. | 1,463 | $239.4K | 0.00% | +169+13.1% | Added |
| Modera Wealth Management, LLC | 1,690 | $241.7K | 0.00% | +1,690 | New |
| STF Management LP | 1,708 | $244.3K | 0.11% | −186−9.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,531 | $247.7K | 0.00% | +1,531 | New |
| Parallel Advisors, LLC | 1,732 | $247.8K | 0.01% | +182+11.7% | Added |
| Asset Dedication, LLC | 1,750 | $250.3K | 0.02% | +1,700+3,400.0% | Added |
| Crescent Sterling, Ltd. | 1,765 | $252.4K | 0.24% | +1,765 | New |
| Toronto Dominion Bank | 1,777 | $254.1K | 0.00% | +1,777 | New |
| Juncture Wealth Strategies, LLC | 1,790 | $256.0K | 0.10% | +1,790 | New |
| Westover Capital Advisors, LLC | 1,800 | $257.4K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,829 | $258.0K | 0.01% | +81+4.6% | Added |
| Private Trust Co NA | 1,811 | $259.0K | 0.03% | +1,776+5,074.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,820 | $260.3K | 0.01% | +1,820 | New |
| Zullo Investment Group, Inc. | 1,830 | $261.7K | 0.11% | −92−4.8% | Reduced |
| Lido Advisors, LLC | 1,833 | $262.3K | 0.00% | −1,995−52.1% | Reduced |
| First National Bank of Hutchinson | 1,847 | $264.1K | 0.17% | +1,847 | New |
| RSM US Wealth Management LLC | 1,977 | $269.0K | 0.00% | +1,977 | New |
| Tyche Wealth Partners LLC | 1,900 | $271.7K | 0.06% | +1,900 | New |
| Lindbrook Capital, LLC | 1,901 | $271.9K | 0.02% | +1,742+1,095.6% | Added |
| Asset Management One Co.,Ltd. | 1,904 | $272.3K | 0.00% | −578−23.3% | Reduced |
| Commerce Bank | 1,928 | $275.7K | 0.00% | +1,928 | New |
| Integrated Advisors Network LLC | 1,937 | $277.0K | 0.01% | +167+9.4% | Added |
| 360 Financial, Inc. | 1,947 | $278.4K | 0.10% | −600−23.6% | Reduced |
| ING Groep NV | 1,954 | $279.4K | 0.00% | −8,751−81.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,963 | $280.7K | 0.01% | +102+5.5% | Added |
| Griffin Asset Management, Inc. | 1,970 | $281.7K | 0.03% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,975 | $282.4K | 0.12% | +291+17.3% | Added |
| Addison Capital Co | 1,977 | $282.7K | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,994 | $285.2K | 0.00% | −249−11.1% | Reduced |
| Dearborn Partners LLC | 2,000 | $286.0K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,051 | $293.3K | 0.04% | +292+16.6% | Added |
| Quantinno Capital Management LP | 2,080 | $297.5K | 0.00% | +2,080 | New |
| Hoey Investments, Inc | 1,820 | $297.8K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,090 | $298.9K | 0.02% | −160−7.1% | Reduced |
| Viawealth, LLC | 2,100 | $300.3K | 0.18% | +2,100 | New |
| KCM Investment Advisors LLC | 2,185 | $312.5K | 0.01% | +2,185 | New |
| Cherry Creek Investment Advisors, Inc. | 2,188 | $312.9K | 0.16% | −400−15.5% | Reduced |
| Henshaw Capital LLC | 2,198 | $314.3K | 0.01% | +2,198 | New |
| Schnieders Capital Management LLC | 2,205 | $315.3K | 0.06% | 00.0% | Unchanged |
| Axq Capital, LP | 2,206 | $315.5K | 0.10% | +2,206 | New |
| Woodline Partners LP | 2,221 | $317.6K | 0.00% | +2,221 | New |
| JBR Co Financial Management Inc | 2,230 | $318.9K | 0.21% | +2,230 | New |
| Sage Capital Management, LLC | 2,232 | $319.2K | 0.15% | +157+7.6% | Added |
| Vise Technologies, Inc. | 2,267 | $324.2K | 0.04% | −273−10.7% | Reduced |
| Hudock, Inc. | 2,286 | $326.9K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,290 | $327.5K | 0.01% | −176−7.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,300 | $328.9K | 0.03% | −900−28.1% | Reduced |
| New Wave Wealth Advisors LLC | 2,323 | $332.2K | 0.15% | −44−1.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 2,323 | $332.2K | 0.15% | +2,323 | New |
| Apollon Wealth Management, LLC | 2,338 | $334.4K | 0.01% | +1,035+79.4% | Added |