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 2025
Institutional positions in Arm Holdings PLC as of Mar 31, 2025. 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
- 636
- +8 vs. Q4 2024
- Shares held
- 75.7M
- +12.0M (+18.8%) vs. Q4 2024
- Total value
- $8.09B
- +$234.6M (+3.0%) vs. Q4 2024
- New holders
- 106
- 258 more added
- Sold out
- 98
- 174 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 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 2025
Shares, value and share of portfolio for each institution holding Arm Holdings PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3,185 | $340.1K | 0.03% | +400+14.4% | Added |
| Crossmark Global Holdings, Inc. | 3,180 | $339.6K | 0.01% | −829−20.7% | Reduced |
| KCM Investment Advisors LLC | 3,115 | $332.7K | 0.01% | +55+1.8% | Added |
| Brown Advisory Inc | 3,090 | $330.0K | 0.00% | −7−0.2% | Reduced |
| Captrust Financial Advisors | 3,073 | $328.2K | 0.00% | +1,037+50.9% | Added |
| Geneos Wealth Management Inc. | 3,035 | $324.1K | 0.01% | +328+12.1% | Added |
| NCP Inc. | 3,000 | $320.4K | 0.43% | −32,000−91.4% | Reduced |
| D.A. Davidson & Co. | 2,996 | $319.9K | 0.00% | −458−13.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,971 | $317.3K | 0.01% | −348−10.5% | Reduced |
| Baird Financial Group, Inc. | 2,961 | $316.2K | 0.00% | −152−4.9% | Reduced |
| Fountainhead AM, LLC | 2,949 | $314.9K | 0.05% | +2,949 | New |
| Fearless Solutions, LLC dba Best Invest | 2,896 | $309.3K | 0.24% | −200−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,825 | $301.7K | 0.01% | −196−6.5% | Reduced |
| EMC Capital Management | 2,800 | $298.0K | 0.18% | +2,600+1,300.0% | Added |
| Cynosure Management, LLC | 2,765 | $295.3K | 0.04% | +572+26.1% | Added |
| Balboa Wealth Partners | 2,725 | $291.0K | 0.07% | −1,050−27.8% | Reduced |
| AdvisorNet Financial, Inc | 2,717 | $290.1K | 0.02% | +139+5.4% | Added |
| Argonautica Private Wealth Management, Inc | 2,677 | $285.9K | 0.10% | +2,677 | New |
| TSFG, LLC | 2,667 | $285.0K | 0.06% | −660−19.8% | Reduced |
| Henry James International Management, Inc. | 2,620 | $279.8K | 0.10% | −18−0.7% | Reduced |
| Scientech Research LLC | 2,611 | $278.8K | 0.07% | +215+9.0% | Added |
| IHT Wealth Management, LLC | 2,604 | $278.1K | 0.01% | +328+14.4% | Added |
| Crown Wealth Group, LLC | 2,604 | $278.1K | 0.14% | +200+8.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,596 | $277.2K | 0.01% | +2,596 | New |
| TFB Advisors LLC | 2,584 | $275.9K | 0.08% | +2,584 | New |
| Manchester Capital Management LLC | 2,537 | $270.9K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,523 | $269.4K | 0.01% | −502−16.6% | Reduced |
| Fortis Capital Advisors, LLC | 2,523 | $269.4K | 0.05% | −502−16.6% | Reduced |
| Meridian Wealth Management, LLC | 2,516 | $268.7K | 0.01% | −1,466−36.8% | Reduced |
| Kaizen Financial Strategies | 2,500 | $267.0K | 0.15% | −100−3.8% | Reduced |
| Pittenger & Anderson Inc | 2,500 | $267.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,490 | $265.9K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 2,460 | $262.7K | 0.02% | −206−7.7% | Reduced |
| Focus Financial Network, Inc. | 2,432 | $259.7K | 0.01% | −33−1.3% | Reduced |
| Northwest Financial Advisors | 2,415 | $257.9K | 0.21% | +2,415 | New |
| Sigma Planning Corp | 2,409 | $257.3K | 0.01% | +163+7.3% | Added |
| Costello Asset Management, INC | 2,394 | $255.7K | 0.10% | +2,394 | New |
| Congress Wealth Management LLC | 2,356 | $254.5K | 0.00% | +2,356 | New |
| Ritholtz Wealth Management | 2,377 | $253.8K | 0.01% | +473+24.8% | Added |
| MBL Wealth, LLC | 2,374 | $253.5K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,311 | $246.8K | 0.03% | +621+36.7% | Added |
| Atomi Financial Group, Inc. | 2,305 | $246.2K | 0.01% | +120+5.5% | Added |
| Independent Advisor Alliance | 2,284 | $243.9K | 0.01% | −24−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,275 | $242.9K | 0.01% | +36+1.6% | Added |
| Sagespring Wealth Partners, LLC | 2,237 | $238.9K | 0.01% | +4+0.2% | Added |
| Sage Capital Management, LLC | 2,232 | $238.3K | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,230 | $238.1K | 0.05% | +25+1.1% | Added |
| Tower Research Capital LLC (TRC) | 2,227 | $237.8K | 0.01% | −21,381−90.6% | Reduced |
| Sentry Investment Management LLC | 2,660 | $236.0K | 0.16% | −434−14.0% | Reduced |
| Zullo Investment Group, Inc. | 2,154 | $230.0K | 0.10% | +239+12.5% | Added |
| Sowell Financial Services LLC | 2,147 | $229.2K | 0.01% | +2,147 | New |
| Northstar Group, Inc. | 2,145 | $229.1K | 0.04% | +2,145 | New |
| Diversified Trust Co | 2,127 | $227.1K | 0.01% | −314−12.9% | Reduced |
| Veracity Capital LLC | 2,124 | $226.8K | 0.09% | −1,434−40.3% | Reduced |
| Advisor Resource Council | 2,116 | $226.0K | 0.02% | +2,116 | New |
| U.S. Capital Wealth Advisors, LLC | 2,099 | $224.2K | 0.01% | −1,912−47.7% | Reduced |
| IPG Investment Advisors LLC | 2,090 | $223.2K | 0.05% | −152−6.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,089 | $223.1K | 0.12% | −1,970−48.5% | Reduced |
| Hudock, Inc. | 2,081 | $222.2K | 0.04% | −205−9.0% | Reduced |
| First National Bank of Hutchinson | 2,052 | $219.1K | 0.14% | +56+2.8% | Added |
| Ovata Capital Management Ltd | 2,045 | $218.4K | 0.08% | +2,045 | New |
| Blueshift Asset Management, LLC | 2,039 | $217.7K | 0.09% | −693−25.4% | Reduced |
| Graham Capital Management, L.P. | 2,032 | $217.0K | 0.01% | +2,032 | New |
| R Squared Ltd | 2,020 | $215.7K | 0.23% | +970+92.4% | Added |
| Private Trust Co NA | 2,011 | $214.8K | 0.02% | +200+11.0% | Added |
| Cladis Investment Advisory, LLC | 2,000 | $213.6K | 0.15% | 00.0% | Unchanged |
| Truist Financial Corp | 1,988 | $212.3K | 0.00% | −2,096−51.3% | Reduced |
| Commerce Bank | 1,988 | $212.3K | 0.00% | +60+3.1% | Added |
| Addison Capital Co | 1,977 | $211.1K | 0.08% | 00.0% | Unchanged |
| Viawealth, LLC | 1,969 | $210.3K | 0.13% | −231−10.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,960 | $209.3K | 0.00% | +1,960 | New |
| Centiva Capital, LP | 1,951 | $208.3K | 0.01% | −17,587−90.0% | Reduced |
| JBR Co Financial Management Inc | 1,948 | $208.0K | 0.12% | −184−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,939 | $207.1K | 0.00% | +245+14.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,900 | $202.9K | 0.02% | −400−17.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,886 | $201.4K | 0.00% | −887−32.0% | Reduced |
| Banque Pictet & Cie SA | 1,873 | $200.0K | 0.00% | +1,873 | New |
| STF Management LP | 1,801 | $192.3K | 0.09% | −30−1.6% | Reduced |
| Parallel Advisors, LLC | 1,755 | $187.4K | 0.00% | −47−2.6% | Reduced |
| Asset Dedication, LLC | 1,700 | $181.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,684 | $179.8K | 0.00% | +1,098+187.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,679 | $179.3K | 0.02% | +12+0.7% | Added |
| Harbour Investments, Inc. | 1,655 | $176.7K | 0.01% | +753+83.5% | Added |
| Farther Finance Advisors, LLC | 1,616 | $172.9K | 0.00% | +746+85.7% | Added |
| Golden State Wealth Management, LLC | 1,460 | $155.9K | 0.02% | +40+2.8% | Added |
| Aventura Private Wealth, LLC | 1,428 | $152.5K | 0.08% | +274+23.7% | Added |
| Gordian Capital Singapore Pte Ltd | 1,317 | $140.6K | 0.09% | +1,220+1,257.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $133.5K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,223 | $130.6K | 0.00% | −1,708−58.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,220 | $130.3K | 0.06% | +1,220 | New |
| Spire Wealth Management | 1,174 | $125.4K | 0.00% | +159+15.7% | Added |
| Creative Financial Designs Inc | 1,131 | $120.8K | 0.01% | −132−10.5% | Reduced |
| Stonebridge Financial Group, LLC | 1,080 | $115.3K | 0.01% | +40+3.8% | Added |
| Rialto Wealth Management, LLC | 1,000 | $106.8K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,000 | $106.8K | 0.04% | +1,000 | New |
| Financial Life Planners | 991 | $105.8K | 0.10% | −203−17.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 941 | $100.5K | 0.03% | +191+25.5% | Added |
| Compagnie Lombard Odier SCmA | 880 | $94.0K | 0.00% | +880 | New |
| TCG Advisory Services, LLC | 869 | $92.8K | 0.00% | +344+65.5% | Added |
| Marathon Trading Investment Management LLC | 762 | $81.4K | 0.04% | −8,200−91.5% | Reduced |