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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 5,000 | $715.0K | 0.08% | +5,000 | New |
| Washington Trust Advisors, Inc. | 4,997 | $714.6K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,938 | $706.2K | 0.11% | +2,273+85.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,804 | $687.0K | 0.04% | +4,804 | New |
| National Asset Management, Inc. | 4,833 | $683.1K | 0.02% | +337+7.5% | Added |
| Sovereign Financial Group, Inc. | 4,752 | $679.6K | 0.16% | +763+19.1% | Added |
| IAM Advisory, LLC | 4,691 | $670.9K | 0.17% | +4,691 | New |
| Ci Investments Inc. | 4,672 | $668.0K | 0.00% | −176,641−97.4% | Reduced |
| StoneCrest Wealth Management, Inc. | 4,625 | $661.4K | 0.48% | −142−3.0% | Reduced |
| Prospect Hill Management, LLC | 4,595 | $657.1K | 0.33% | +4,595 | New |
| Sonora Investment Management Group, LLC | 4,590 | $656.4K | 0.05% | +225+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,563 | $652.6K | 0.00% | −1,680−26.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,556 | $651.6K | 0.01% | +783+20.8% | Added |
| Prosperity Wealth Management, Inc. | 4,520 | $646.4K | 0.26% | −430−8.7% | Reduced |
| High Falls Advisors, Inc | 4,500 | $643.5K | 0.15% | +500+12.5% | Added |
| Modus Advisors, LLC | 4,482 | $641.0K | 0.21% | +786+21.3% | Added |
| Kestra Private Wealth Services, LLC | 4,458 | $637.5K | 0.01% | +1,071+31.6% | Added |
| LJI Wealth Management, LLC | 4,400 | $629.2K | 0.13% | +4,400 | New |
| Tufton Capital Management | 4,360 | $623.5K | 0.12% | +125+3.0% | Added |
| Centiva Capital, LP | 4,359 | $623.4K | 0.03% | +4,359 | New |
| CastleKnight Management LP | 4,340 | $620.7K | 0.07% | −760−14.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,299 | $614.8K | 0.04% | +335+8.5% | Added |
| Wealth Effects LLC | 4,200 | $600.6K | 0.21% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,162 | $595.0K | 0.04% | +2,801+205.8% | Added |
| Principal Securities, Inc. | 4,123 | $589.6K | 0.01% | +245+6.3% | Added |
| Clare Market Investments LLC | 4,100 | $586.3K | 0.15% | +875+27.1% | Added |
| Good Life Advisors, LLC | 4,090 | $584.9K | 0.04% | +1,039+34.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,060 | $580.6K | 0.16% | +915+29.1% | Added |
| Horizon Investments, LLC | 4,049 | $579.0K | 0.02% | −192−4.5% | Reduced |
| IFP Advisors, Inc | 4,037 | $577.3K | 0.02% | −1,181−22.6% | Reduced |
| WealthTrust Asset Management, LLC | 4,024 | $575.5K | 0.43% | −2,598−39.2% | Reduced |
| Polymer Capital Management (HK) LTD | 4,000 | $572.0K | 0.13% | −9,306−69.9% | Reduced |
| Southport Management, L.L.C. | 4,000 | $572.0K | 2.13% | +2,000+100.0% | Added |
| Crossmark Global Holdings, Inc. | 4,001 | $572.0K | 0.01% | +4,001 | New |
| Empowered Funds, LLC | 3,995 | $571.3K | 0.01% | +1,098+37.9% | Added |
| Meridian Wealth Management, LLC | 3,975 | $568.5K | 0.03% | +3,975 | New |
| Arkadios Wealth Advisors | 3,953 | $565.3K | 0.03% | +333+9.2% | Added |
| NEOS Investment Management LLC | 3,926 | $561.5K | 0.02% | +483+14.0% | Added |
| Regal Investment Advisors LLC | 3,879 | $554.7K | 0.04% | −5,532−58.8% | Reduced |
| Banque Cantonale Vaudoise | 3,865 | $553.0K | 0.02% | +1,874+94.1% | Added |
| Balboa Wealth Partners | 3,845 | $549.9K | 0.14% | +3,845 | New |
| Captrust Financial Advisors | 3,817 | $545.9K | 0.00% | +963+33.7% | Added |
| Focus Financial Network, Inc. | 3,814 | $545.4K | 0.02% | +125+3.4% | Added |
| United Advisor Group, LLC | 3,810 | $544.9K | 0.12% | +3,810 | New |
| Lattice Capital Management, LLC | 3,800 | $543.4K | 0.49% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,800 | $543.4K | 0.02% | +3,800 | New |
| Ameritas Investment Partners, Inc. | 3,765 | $538.4K | 0.02% | +332+9.7% | Added |
| Stratos Wealth Advisors, LLC | 3,744 | $535.4K | 0.02% | −1,888−33.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,671 | $525.0K | 0.10% | −1,203−24.7% | Reduced |
| Regions Financial Corp | 3,655 | $522.7K | 0.00% | −500−12.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,650 | $522.0K | 0.36% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,637 | $520.1K | 0.03% | +965+36.1% | Added |
| Pinkerton Retirement Specialists, LLC | 3,604 | $515.4K | 0.07% | +3,604 | New |
| WealthPLAN Partners, LLC | 3,602 | $515.1K | 0.07% | +392+12.2% | Added |
| Equitable Holdings, Inc. | 3,599 | $514.7K | 0.00% | +296+9.0% | Added |
| Essex Financial Services, Inc. | 3,355 | $511.9K | 0.04% | −11−0.3% | Reduced |
| Accel Wealth Management | 3,556 | $508.5K | 0.19% | +251+7.6% | Added |
| Inscription Capital, LLC | 3,509 | $501.8K | 0.07% | +1,417+67.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,479 | $497.5K | 0.04% | +3,479 | New |
| Global Retirement Partners, LLC | 3,478 | $497.4K | 0.02% | +1,462+72.5% | Added |
| Thompson Davis & Co., Inc. | 3,410 | $487.7K | 0.36% | −525−13.3% | Reduced |
| TSFG, LLC | 3,377 | $483.0K | 0.11% | +375+12.5% | Added |
| Game Plan Financial Advisors, LLC | 3,338 | $477.4K | 0.23% | +693+26.2% | Added |
| Kovack Advisors, Inc. | 3,263 | $466.6K | 0.05% | −225−6.5% | Reduced |
| Enzi Wealth | 2,882 | $466.4K | 0.18% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,221 | $460.6K | 0.02% | −400−11.0% | Reduced |
| Arete Wealth Advisors, LLC | 3,192 | $455.0K | 0.04% | −1,717−35.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,145 | $450.0K | 0.00% | +1,645+109.7% | Added |
| Baird Financial Group, Inc. | 3,135 | $448.3K | 0.00% | −948−23.2% | Reduced |
| Veracity Capital LLC | 3,074 | $439.6K | 0.17% | +539+21.3% | Added |
| Brown Advisory Inc | 3,057 | $437.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,041 | $435.0K | 0.00% | −137,958−97.8% | Reduced |
| Wedbush Securities Inc | 3,032 | $434.0K | 0.02% | −428−12.4% | Reduced |
| Belpointe Asset Management LLC | 3,025 | $432.6K | 0.03% | −874−22.4% | Reduced |
| Fortis Capital Advisors, LLC | 3,025 | $432.6K | 0.14% | −874−22.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,021 | $432.0K | 0.01% | −250−7.6% | Reduced |
| IHT Wealth Management, LLC | 3,062 | $430.0K | 0.01% | +1,151+60.2% | Added |
| Kovitz Investment Group Partners, LLC | 3,220 | $429.1K | 0.00% | −80−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,958 | $423.0K | 0.04% | +458+18.3% | Added |
| Bryn Mawr Trust Co | 2,931 | $419.2K | 0.01% | +2,931 | New |
| Seven Eight Capital, LP | 2,928 | $418.7K | 0.04% | +2,928 | New |
| Pittenger & Anderson Inc | 2,900 | $414.7K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,890 | $413.3K | 0.02% | +263+10.0% | Added |
| EMC Capital Management | 4,935 | $411.0K | 0.34% | +3,135+174.2% | Added |
| Jennison Associates LLC | 2,869 | $410.2K | 0.00% | −10,835−79.1% | Reduced |
| Kaizen Financial Strategies | 2,800 | $400.4K | 0.23% | +300+12.0% | Added |
| Legacy Financial Strategies, LLC | 2,795 | $399.7K | 0.09% | +2,795 | New |
| Park Avenue Securities LLC | 2,780 | $398.0K | 0.00% | +221+8.6% | Added |
| Ritholtz Wealth Management | 2,764 | $395.3K | 0.01% | +520+23.2% | Added |
| IPG Investment Advisors LLC | 2,750 | $393.3K | 0.09% | +730+36.1% | Added |
| CIBC World Markets Corp | 2,742 | $392.1K | 0.00% | −5,806−67.9% | Reduced |
| HB Wealth Management, LLC | 2,729 | $390.3K | 0.00% | +520+23.5% | Added |
| Van Eck Associates Corp | 2,714 | $387.0K | 0.00% | +2,714 | New |
| Sunbelt Securities, Inc. | 2,675 | $382.6K | 0.04% | +835+45.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 2,617 | $381.0K | 0.01% | +2,617 | New |
| Advisors Asset Management, Inc. | 2,652 | $379.3K | 0.01% | +1,579+147.2% | Added |
| Insigneo Advisory Services, LLC | 2,639 | $377.4K | 0.04% | −974−27.0% | Reduced |
| Change Path, LLC | 2,630 | $376.1K | 0.01% | −994−27.4% | Reduced |
| Ground Swell Capital, LLC | 2,630 | $376.1K | 0.54% | +2,630 | New |
| Alpha Cubed Investments, LLC | 2,628 | $375.8K | 0.02% | +124+5.0% | Added |