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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 2,200 | $271.4K | 0.16% | +100+4.8% | Added |
| Apollon Wealth Management, LLC | 2,201 | $271.5K | 0.01% | −137−5.9% | Reduced |
| Schnieders Capital Management LLC | 2,205 | $272.0K | 0.05% | 00.0% | Unchanged |
| Compass Capital Corp | 1,765 | $275.3K | 0.11% | +1,765 | New |
| Sage Capital Management, LLC | 2,232 | $275.3K | 0.14% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,233 | $275.4K | 0.01% | +2,233 | New |
| Great Valley Advisor Group, Inc. | 2,239 | $276.2K | 0.01% | +276+14.1% | Added |
| IPG Investment Advisors LLC | 2,242 | $276.6K | 0.06% | −508−18.5% | Reduced |
| Sigma Planning Corp | 2,246 | $277.0K | 0.01% | −14,755−86.8% | Reduced |
| Lido Advisors, LLC | 2,264 | $279.3K | 0.00% | +431+23.5% | Added |
| IHT Wealth Management, LLC | 2,276 | $280.8K | 0.01% | −786−25.7% | Reduced |
| Hudock, Inc. | 2,286 | $282.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,300 | $283.7K | 0.02% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 2,300 | $283.7K | 0.06% | +2,300 | New |
| Independent Advisor Alliance | 2,308 | $284.7K | 0.00% | +18+0.8% | Added |
| Penserra Capital Management LLC | 2,317 | $285.0K | 0.01% | −15,648−87.1% | Reduced |
| MBL Wealth, LLC | 2,374 | $292.9K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,392 | $295.1K | 0.04% | +2,392 | New |
| Scientech Research LLC | 2,396 | $295.6K | 0.08% | −8,631−78.3% | Reduced |
| Crown Wealth Group, LLC | 2,404 | $296.6K | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 2,441 | $301.1K | 0.01% | +2,441 | New |
| Focus Financial Network, Inc. | 2,465 | $304.1K | 0.01% | −1,349−35.4% | Reduced |
| Juncture Wealth Strategies, LLC | 2,488 | $306.9K | 0.11% | +698+39.0% | Added |
| HHM Wealth Advisors, LLC | 2,490 | $307.2K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,500 | $308.4K | 0.01% | −400−13.8% | Reduced |
| Quantinno Capital Management LP | 2,505 | $309.0K | 0.00% | +425+20.4% | Added |
| Manchester Capital Management LLC | 2,537 | $313.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,578 | $318.0K | 0.03% | +167+6.9% | Added |
| Kaizen Financial Strategies | 2,600 | $320.7K | 0.18% | −200−7.1% | Reduced |
| Prelude Capital Management, LLC | 2,600 | $320.7K | 0.03% | +2,600 | New |
| Proequities, Inc. | 1,803 | $324.4K | 0.02% | −1,087−37.6% | Reduced |
| Henry James International Management, Inc. | 2,638 | $325.4K | 0.12% | +2,638 | New |
| Wedbush Securities Inc | 2,662 | $328.0K | 0.01% | −370−12.2% | Reduced |
| Nwam LLC | 2,666 | $328.9K | 0.02% | +55+2.1% | Added |
| Arkadios Wealth Advisors | 2,705 | $333.7K | 0.02% | −1,248−31.6% | Reduced |
| Geneos Wealth Management Inc. | 2,707 | $333.9K | 0.01% | +2,707 | New |
| Kovitz Investment Group Partners, LLC | 2,720 | $335.5K | 0.00% | −500−15.5% | Reduced |
| RFG Holdings, Inc. | 2,725 | $336.2K | 0.11% | +1,217+80.7% | Added |
| Blueshift Asset Management, LLC | 2,732 | $337.0K | 0.12% | +2,732 | New |
| Prime Capital Investment Advisors, LLC | 2,750 | $339.2K | 0.00% | +370+15.5% | Added |
| Kingsview Wealth Management, LLC | 2,773 | $342.1K | 0.01% | +350+14.4% | Added |
| CIBC World Markets Corp | 2,838 | $350.1K | 0.00% | +96+3.5% | Added |
| Sunbelt Securities, Inc. | 2,785 | $350.7K | 0.03% | +110+4.1% | Added |
| Bryn Mawr Trust Co | 2,931 | $361.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,960 | $365.2K | 0.03% | +2+0.1% | Added |
| Caption Management, LLC | 3,000 | $370.1K | 0.02% | −2,200−42.3% | Reduced |
| Fisher Asset Management, LLC | 3,008 | $371.1K | 0.00% | +1,351+81.5% | Added |
| Edmond de Rothschild Holding S.A. | 3,021 | $372.7K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,903 | $375.1K | 0.00% | +999+52.5% | Added |
| KCM Investment Advisors LLC | 3,060 | $377.5K | 0.01% | +875+40.0% | Added |
| StoneCrest Wealth Management, Inc. | 3,090 | $381.2K | 0.25% | −1,535−33.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,094 | $381.7K | 0.02% | +1,570+103.0% | Added |
| Fearless Solutions, LLC dba Best Invest | 3,096 | $381.9K | 0.29% | +3,096 | New |
| Sentry Investment Management LLC | 3,094 | $382.0K | 0.18% | +3,094 | New |
| Brown Advisory Inc | 3,097 | $382.0K | 0.00% | +40+1.3% | Added |
| Baird Financial Group, Inc. | 3,113 | $384.0K | 0.00% | −22−0.7% | Reduced |
| Belpointe Asset Management LLC | 3,025 | $402.0K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,025 | $402.0K | 0.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,319 | $409.4K | 0.02% | +98+3.0% | Added |
| TSFG, LLC | 3,327 | $410.0K | 0.08% | −50−1.5% | Reduced |
| Essex Financial Services, Inc. | 3,329 | $410.7K | 0.03% | −26−0.8% | Reduced |
| D.A. Davidson & Co. | 3,454 | $426.1K | 0.00% | −5,777−62.6% | Reduced |
| Vise Technologies, Inc. | 3,480 | $429.3K | 0.04% | +1,213+53.5% | Added |
| Kovack Advisors, Inc. | 3,521 | $434.4K | 0.04% | +258+7.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,365 | $434.8K | 0.01% | −9,019−72.8% | Reduced |
| Good Life Advisors, LLC | 3,526 | $435.0K | 0.03% | −564−13.8% | Reduced |
| Veracity Capital LLC | 3,558 | $438.9K | 0.16% | +484+15.7% | Added |
| Accel Wealth Management | 3,559 | $439.0K | 0.17% | +3+0.1% | Added |
| Park Avenue Securities LLC | 3,590 | $443.0K | 0.00% | +810+29.1% | Added |
| Thompson Davis & Co., Inc. | 3,650 | $450.3K | 0.29% | +240+7.0% | Added |
| Fox Run Management, L.L.C. | 3,727 | $459.8K | 0.08% | +3,727 | New |
| Regions Financial Corp | 3,729 | $460.0K | 0.00% | +74+2.0% | Added |
| Balboa Wealth Partners | 3,775 | $465.7K | 0.11% | −70−1.8% | Reduced |
| Empowered Funds, LLC | 3,793 | $467.9K | 0.01% | −202−5.1% | Reduced |
| Lattice Capital Management, LLC | 3,800 | $468.8K | 0.39% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,817 | $470.9K | 0.09% | +7+0.2% | Added |
| Union Bancaire Privee, UBP SA | 3,800 | $471.3K | 0.01% | +3,800 | New |
| Advisors Asset Management, Inc. | 3,884 | $479.1K | 0.01% | +1,232+46.5% | Added |
| Toronto Dominion Bank | 3,893 | $480.2K | 0.00% | +2,116+119.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 3,896 | $480.6K | 0.09% | +225+6.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,932 | $485.1K | 0.04% | +453+13.0% | Added |
| Meridian Wealth Management, LLC | 3,982 | $491.2K | 0.02% | +7+0.2% | Added |
| Northern Trust Corp | 3,992 | $492.5K | 0.00% | +1,375+52.5% | Added |
| QRG Capital Management, Inc. | 3,994 | $492.7K | 0.01% | +3,994 | New |
| Sovereign Financial Group, Inc. | 3,995 | $492.8K | 0.11% | −757−15.9% | Reduced |
| Cito Capital Group, LLC | 4,000 | $493.0K | 0.18% | +1,500+60.0% | Added |
| Stephens Inc | 4,000 | $493.4K | 0.01% | −9,770−71.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,000 | $493.4K | 0.16% | −4,000−50.0% | Reduced |
| Southport Management, L.L.C. | 4,000 | $493.4K | 1.79% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,011 | $494.8K | 0.02% | +4,011 | New |
| Crossmark Global Holdings, Inc. | 4,009 | $495.0K | 0.01% | +8+0.2% | Added |
| Prakash Investment Advisors LLC | 4,025 | $496.5K | 0.49% | +4,025 | New |
| Roehl & Yi Investment Advisors, LLC | 4,059 | $500.7K | 0.28% | +4,059 | New |
| DJE Kapital AG | 4,000 | $502.4K | 0.01% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 4,075 | $502.7K | 0.02% | +310+8.2% | Added |
| WealthPLAN Partners, LLC | 4,081 | $503.4K | 0.07% | +479+13.3% | Added |
| Truist Financial Corp | 4,084 | $503.8K | 0.00% | +4,084 | New |
| Clare Market Investments LLC | 4,100 | $505.8K | 0.12% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,125 | $509.0K | 0.00% | +980+31.2% | Added |
| Huntleigh Advisors, Inc. | 4,170 | $514.4K | 0.11% | +4,170 | New |