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 2024
Institutional positions in Arm Holdings PLC as of Dec 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
- 641
- +40 vs. Q3 2024
- Shares held
- 64.3M
- +3.91M (+6.5%) vs. Q3 2024
- Total value
- $7.93B
- −$628.6M (−7.3%) vs. Q3 2024
- New holders
- 123
- 251 more added
- Sold out
- 83
- 168 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Arm Holdings PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 179 | $26.0K | 0.00% | −267−59.9% | Reduced |
| Caitlin John, LLC | 234 | $28.9K | 0.02% | +69+41.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 235 | $29.0K | 0.01% | +26+12.4% | Added |
| Godsey & Gibb Associates | 250 | $30.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 257 | $31.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 258 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 261 | $32.2K | 0.00% | +27+11.5% | Added |
| RiverPark Advisors, LLC | 263 | $32.4K | 0.03% | +8+3.1% | Added |
| GeoWealth Management, LLC | 263 | $32.4K | 0.00% | +92+53.8% | Added |
| Oakworth Capital, Inc. | 288 | $35.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 311 | $38.4K | 0.00% | −910−74.5% | Reduced |
| Rhumbline Advisers | 316 | $39.0K | 0.00% | −20−6.0% | Reduced |
| Colonial Trust Co | 321 | $40.4K | 0.01% | +321 | New |
| Close Asset Management Ltd | 345 | $43.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $49.3K | 0.04% | +400 | New |
| SOA Wealth Advisors, LLC. | 432 | $53.3K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 510 | $62.9K | 0.04% | +24+4.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $63.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 525 | $64.8K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 525 | $64.8K | 0.00% | +525 | New |
| IFP Advisors, Inc | 571 | $70.4K | 0.00% | −3,466−85.9% | Reduced |
| Armstrong Advisory Group, Inc | 575 | $70.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 586 | $72.3K | 0.00% | +6+1.0% | Added |
| Valley National Advisers Inc | 613 | $75.0K | 0.01% | +72+13.3% | Added |
| Hexagon Capital Partners LLC | 639 | $78.8K | 0.01% | +12+1.9% | Added |
| Hoey Investments, Inc | 650 | $80.2K | 0.01% | −1,170−64.3% | Reduced |
| Ransom Advisory, Ltd | 670 | $82.7K | 0.04% | −175−20.7% | Reduced |
| MCF Advisors LLC | 671 | $82.8K | 0.01% | +671 | New |
| BFSG, LLC | 700 | $86.4K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 700 | $86.4K | 0.07% | +700 | New |
| MAI Capital Management | 710 | $87.6K | 0.00% | +710 | New |
| Ancora Advisors, LLC | 719 | $88.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 750 | $92.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 870 | $107.4K | 0.00% | +453+108.6% | Added |
| Harbour Investments, Inc. | 902 | $111.3K | 0.00% | +258+40.1% | Added |
| Strategic Investment Solutions, Inc. | 1,522 | $115.8K | 0.04% | +1,423+1,437.4% | Added |
| Rialto Wealth Management, LLC | 1,000 | $123.4K | 0.04% | +1,000 | New |
| Spire Wealth Management | 1,015 | $125.2K | 0.00% | +1,015 | New |
| Stonebridge Financial Group, LLC | 1,040 | $128.3K | 0.01% | +1,040 | New |
| R Squared Ltd | 1,050 | $129.5K | 0.13% | +1,050 | New |
| Avestar Capital, LLC | 1,115 | $137.5K | 0.01% | +594+114.0% | Added |
| Aventura Private Wealth, LLC | 1,154 | $142.4K | 0.08% | +1,154 | New |
| Financial Life Planners | 1,194 | $147.2K | 0.12% | +1,194 | New |
| Larson Financial Group LLC | 1,213 | $149.6K | 0.01% | +172+16.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $154.2K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,263 | $155.8K | 0.01% | −50−3.8% | Reduced |
| Golden State Wealth Management, LLC | 1,420 | $175.2K | 0.03% | +1,420 | New |
| GAMMA Investing LLC | 1,465 | $180.7K | 0.02% | +1,465 | New |
| Allworth Financial LP | 1,023 | $184.1K | 0.00% | +497+94.5% | Added |
| Wellington Shields Capital Management, LLC | 185,040 | $185.0K | 0.03% | +183,540+12,236.0% | Added |
| Venturi Wealth Management, LLC | 1,500 | $185.0K | 0.01% | +1,500 | New |
| Caitong International Asset Management Co., Ltd | 1,522 | $187.8K | 0.18% | +1,522 | New |
| Mission Wealth Management, LP | 1,567 | $193.3K | 0.00% | +205+15.1% | Added |
| Mutual Advisors, LLC | 1,379 | $203.4K | 0.01% | −450−24.6% | Reduced |
| Traynor Capital Management, Inc. | 1,654 | $204.0K | 0.02% | +33+2.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,667 | $205.6K | 0.02% | +34+2.1% | Added |
| Griffin Asset Management, Inc. | 1,670 | $206.0K | 0.02% | −300−15.2% | Reduced |
| Perennial Investment Advisors, LLC | 1,690 | $208.5K | 0.02% | +145+9.4% | Added |
| Transcend Wealth Collective, LLC | 1,690 | $208.5K | 0.02% | −400−19.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,694 | $209.0K | 0.00% | +231+15.8% | Added |
| Arete Wealth Advisors, LLC | 1,690 | $209.0K | 0.02% | −1,502−47.1% | Reduced |
| Asset Dedication, LLC | 1,700 | $209.7K | 0.02% | −50−2.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,705 | $210.3K | 0.03% | +1,705 | New |
| TigerOak Management, L.L.C. | 1,725 | $212.8K | 0.08% | +1,725 | New |
| Numerai GP LLC | 1,729 | $213.3K | 0.06% | +1,729 | New |
| Mizuho Securities Co. Ltd. | 1,720 | $216.6K | 3.27% | −12,060−87.5% | Reduced |
| Holderness Investments Co | 1,761 | $217.2K | 0.05% | +110+6.7% | Added |
| 360 Financial, Inc. | 1,777 | $219.2K | 0.08% | −170−8.7% | Reduced |
| Westover Capital Advisors, LLC | 1,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,802 | $222.4K | 0.01% | +70+4.0% | Added |
| Private Trust Co NA | 1,811 | $223.4K | 0.02% | 00.0% | Unchanged |
| STF Management LP | 1,831 | $225.9K | 0.10% | +123+7.2% | Added |
| Crescent Sterling, Ltd. | 1,879 | $231.8K | 0.24% | +114+6.5% | Added |
| Global Retirement Partners, LLC | 1,880 | $231.9K | 0.01% | −1,598−45.9% | Reduced |
| Lindbrook Capital, LLC | 1,901 | $234.5K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,904 | $234.9K | 0.01% | −860−31.1% | Reduced |
| Zullo Investment Group, Inc. | 1,915 | $236.2K | 0.10% | +85+4.6% | Added |
| Bridgefront Capital, LLC | 1,922 | $237.1K | 0.08% | +1,922 | New |
| Commerce Bank | 1,928 | $237.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,971 | $243.1K | 0.00% | +1,971 | New |
| Purus Wealth Management, LLC | 1,975 | $243.6K | 0.10% | 00.0% | Unchanged |
| Addison Capital Co | 1,977 | $243.9K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,966 | $245.4K | 0.00% | −11−0.6% | Reduced |
| First National Bank of Hutchinson | 1,996 | $246.2K | 0.15% | +149+8.1% | Added |
| Cladis Investment Advisory, LLC | 2,000 | $246.7K | 0.17% | −1,650−45.2% | Reduced |
| GKV Capital Management Co., Inc. | 2,000 | $246.7K | 0.10% | +2,000 | New |
| Integrated Advisors Network LLC | 2,002 | $247.0K | 0.01% | +65+3.4% | Added |
| Resources Investment Advisors, LLC. | 2,027 | $250.1K | 0.00% | +471+30.3% | Added |
| Morse Asset Management, Inc | 2,034 | $250.9K | 0.06% | +554+37.4% | Added |
| Captrust Financial Advisors | 2,036 | $251.2K | 0.00% | −1,781−46.7% | Reduced |
| Claro Advisors LLC | 2,051 | $253.0K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 2,059 | $254.0K | 0.11% | −147−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 2,075 | $256.0K | 0.00% | −3,453−62.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,743 | $257.3K | 0.14% | +1,743 | New |
| Insigneo Advisory Services, LLC | 2,126 | $262.3K | 0.03% | −513−19.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,127 | $262.4K | 0.00% | +133+6.7% | Added |
| JBR Co Financial Management Inc | 2,132 | $263.0K | 0.16% | −98−4.4% | Reduced |
| Dearborn Partners LLC | 2,150 | $265.2K | 0.01% | +150+7.5% | Added |
| Atomi Financial Group, Inc. | 2,185 | $269.5K | 0.01% | +2,185 | New |
| Cynosure Management, LLC | 2,193 | $270.5K | 0.04% | −359−14.1% | Reduced |