ARM HOLDINGS PLC /UK

ARM
交易所
Nasdaq
產業
Semiconductors & Related Devices
SEC CIK
0001973239

13F 持有人:2026 年第 2 季

持倉截至 2026/6/30。

管理 1 億美元以上美股的投資機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
961
較 2026 年第 1 季 +216
持有股數
9,911.51 萬
較 2026 年第 1 季 +750.31 萬 (+8.2%)
總市值
$350.09 億
較 2026 年第 1 季 +$211.54 億 (+152.7%)

跟 2026 年第 1 季 比較:新進與清倉的機構

歷年持有家數

2023 年第 3 季 210 家 → 2026 年第 2 季 961 家

看各季數字

持有機構

2026 年第 2 季 持有 ARM 的機構
機構股數市值佔組合 %股數變化動作
Invesco Ltd.12,816,588$45.44 億0.36%+6,933,463+117.9%加碼
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,504,147$23.06 億1.81%−2,872,131−30.6%減碼
Capital World Investors4,330,875$15.35 億0.18%+4,330,875新進
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,094,696$14.52 億0.64%+3,149,544+333.2%加碼
FMR LLC4,062,977$14.41 億0.06%+1,613,947+65.9%加碼
GOLDMAN SACHS GROUP INC2,922,908$10.36 億0.11%+1,293,047+79.3%加碼
VAN ECK ASSOCIATES CORP2,600,597$9.22 億0.56%+387,713+17.5%加碼
Capital Research Global Investors2,401,422$8.51 億0.12%−1,817,307−43.1%減碼
MORGAN STANLEY2,158,428$7.65 億0.04%−2,305,387−51.6%減碼
Capital International Investors2,050,241$7.27 億0.15%+884,711+75.9%加碼
BlackRock, Inc.2,035,975$7.22 億0.01%+793,291+63.8%加碼
FRANKLIN RESOURCES INC2,024,003$7.18 億0.16%+472,954+30.5%加碼
Alphabet Inc.1,960,784$6.95 億0.70%00.0%不變
SCHRODER INVESTMENT MANAGEMENT GROUP1,873,306$6.64 億0.47%−1,951,039−51.0%減碼
UBS Group AG1,648,810$5.85 億0.09%−28,235−1.7%減碼
Altimeter Capital Management, LP大師Altimeter 資本1,641,972$5.82 億5.92%−73,468−4.3%減碼
SUSQUEHANNA INTERNATIONAL GROUP, LLP1,627,121$5.77 億0.51%+846,502+108.4%加碼
BANK OF AMERICA CORP /DE/1,218,800$4.32 億0.03%+512,548+72.6%加碼
JPMORGAN CHASE & CO1,184,566$4.07 億0.02%+1,005,946+563.2%加碼
LANSDOWNE PARTNERS (UK) LLP1,072,493$3.8 億15.64%+136,990+14.6%加碼
ROYAL BANK OF CANADA1,068,616$3.79 億0.06%+837,570+362.5%加碼
Evergreen Quality Fund GP, Ltd.981,449$3.48 億5.61%+981,449新進
Mubadala Investment Co PJSC901,960$3.2 億0.92%−475,000−34.5%減碼
Employees Provident Fund Board900,000$3.19 億1.83%−500,000−35.7%減碼
CITIGROUP INC834,904$2.96 億0.14%+81,846+10.9%加碼
Robeco Schweiz AG827,366$2.93 億4.71%−180,038−17.9%減碼
WELLINGTON MANAGEMENT GROUP LLP809,451$2.87 億0.05%−846,252−51.1%減碼
LOOMIS SAYLES & CO L P785,168$2.78 億0.35%−75,094−8.7%減碼
PRICE T ROWE ASSOCIATES INC /MD/719,274$2.55 億0.03%+225,409+45.6%加碼
BARCLAYS PLC661,355$2.34 億0.07%+17,629+2.7%加碼
TWO SIGMA INVESTMENTS, LP660,156$2.34 億0.18%+80,118+13.8%加碼
SANDS CAPITAL MANAGEMENT, LLC642,829$2.28 億0.85%+642,829新進
Mirae Asset Global Investments Co., Ltd.625,235$2.22 億0.42%+243,993+64.0%加碼
Altshuler Shaham Ltd590,484$2.09 億2.61%+112,195+23.5%加碼
BNP PARIBAS ARBITRAGE, SA549,399$1.95 億0.10%+308,879+128.4%加碼
Hyperion Asset Management Ltd531,331$1.88 億4.99%−1,067,206−66.8%減碼
Rathbone Brothers plc501,861$1.78 億0.66%−493,195−49.6%減碼
WELLS FARGO & COMPANY/MN500,220$1.77 億0.03%+134,220+36.7%加碼
Rafferty Asset Management, LLC495,435$1.76 億0.40%+113,355+29.7%加碼
Allianz Asset Management GmbH486,755$1.73 億0.16%+397,578+445.8%加碼
GILDER GAGNON HOWE & CO LLC461,461$1.64 億1.69%+53,204+13.0%加碼
BAILLIE GIFFORD & CO441,365$1.56 億0.14%−170,532−27.9%減碼
ProShare Advisors LLC412,575$1.46 億0.21%+234,690+131.9%加碼
CONGRESS ASSET MANAGEMENT CO /MA409,049$1.45 億0.89%+409,049新進
Clear Street Group Inc.401,475$1.42 億0.45%+200,596+99.9%加碼
MENORA MIVTACHIM HOLDINGS LTD.400,000$1.42 億0.55%+400,000新進
Sustainable Growth Advisers, LP385,965$1.37 億1.34%−1,621,194−80.8%減碼
Voya Investment Management LLC380,675$1.35 億0.12%+71,163+23.0%加碼
Toroso Investments, LLC368,074$1.31 億0.32%−2,963−0.8%減碼
RAYMOND JAMES FINANCIAL INC366,955$1.3 億0.04%+81,450+28.5%加碼
AMERIPRISE FINANCIAL INC355,496$1.28 億0.03%−165,802−31.8%減碼
STATE STREET CORP359,440$1.27 億0.00%+79,824+28.5%加碼
BNP PARIBAS ASSET MANAGEMENT Holding S.A.350,919$1.24 億0.12%−10,787−3.0%減碼
FIRST TRUST ADVISORS LP349,627$1.24 億0.07%−390,771−52.8%減碼
AMERICAN CENTURY COMPANIES INC348,989$1.24 億0.05%+155,608+80.5%加碼
PACIFIC HEIGHTS ASSET MANAGEMENT LLC325,000$1.15 億3.65%00.0%不變
LPL Financial LLC310,127$1.1 億0.02%+49,874+19.2%加碼
Neuberger Berman Group LLC303,311$1.08 億0.07%+188,086+163.2%加碼
Swedbank AB300,800$1.07 億0.09%−120,200−28.6%減碼
Penserra Capital Management LLC295,071$1.05 億0.80%−88,186−23.0%減碼
Defiance ETFs, LLC308,010$1.04 億1.45%−79,554−20.5%減碼
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.283,151$1 億0.12%+166,556+142.9%加碼
Legal & General Group Plc281,969$9,997.77 萬0.02%+102,797+57.4%加碼
Artisan Partners Limited Partnership279,829$9,921.9 萬0.16%−389,225−58.2%減碼
MARK ASSET MANAGEMENT LP275,310$9,761.67 萬9.89%−76,331−21.7%減碼
Marex Group plc266,382$9,445.11 萬0.70%+235,343+758.2%加碼
1832 Asset Management L.P.249,400$8,842.98 萬0.11%−50,600−16.9%減碼
TRAN CAPITAL MANAGEMENT, L.P.241,540$8,564.28 萬9.86%−31,367−11.5%減碼
Bank of New York Mellon Corp236,313$8,378.97 萬0.01%+166,409+238.1%加碼
PRIMECAP MANAGEMENT CO/CA/233,680$8,285.59 萬0.05%−200−0.1%減碼
NORDEA INVESTMENT MANAGEMENT AB234,772$8,270.2 萬0.07%+234,772新進
NZS Capital, LLC229,378$8,133.06 萬2.11%−237,925−50.9%減碼
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC220,321$7,811.92 萬0.24%+46,985+27.1%加碼
ROYAL LONDON ASSET MANAGEMENT LTD214,787$7,615.7 萬0.14%+214,787新進
JONES FINANCIAL COMPANIES LLLP224,696$7,510.95 萬0.03%+153,811+217.0%加碼
DOCK STREET ASSET MANAGEMENT INC210,605$7,467.42 萬6.91%−4,280−2.0%減碼
WHITTIER TRUST CO217,837$7,019.58 萬0.69%+159,044+270.5%加碼
SEI INVESTMENTS CO196,491$6,966.97 萬0.06%−257,729−56.7%減碼
Munro Partners193,733$6,869.19 萬1.56%+193,733新進
Colony Group, LLC193,094$6,846.53 萬0.07%−37,758−16.4%減碼
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC188,153$6,671.34 萬1.25%+23,399+14.2%加碼
NATIONAL BANK OF CANADA /FI/185,466$6,575.98 萬0.06%+123,628+199.9%加碼
VICTORY CAPITAL MANAGEMENT INC177,220$6,283.69 萬0.04%+116,852+193.6%加碼
DEUTSCHE BANK AG\176,136$6,245.25 萬0.02%+122,202+226.6%加碼
Silvant Capital Management LLC172,817$6,127.61 萬1.78%+4,219+2.5%加碼
CITADEL ADVISORS LLC167,727$5,947.1 萬0.03%−121,093−41.9%減碼
Rockefeller Capital Management L.P.155,106$5,499.59 萬0.08%+77,410+99.6%加碼
Tensor Edge Capital, LLC154,141$5,465.38 萬3.83%−135,320−46.7%減碼
UBS ASSET MANAGEMENT AMERICAS INC153,355$5,437.51 萬0.01%−18,108−10.6%減碼
AustralianSuper Pty Ltd151,983$5,388.86 萬0.23%+151,983新進
Oriental Harbor Investment Fund150,573$5,338.87 萬3.24%+150,573新進
Jupiter Topco LLC146,297$5,187.26 萬0.02%+146,297新進
Pacer Advisors, Inc.144,383$5,119.4 萬0.13%+4,997+3.6%加碼
ADVISOR GROUP HOLDINGS, INC.138,926$4,926.06 萬0.06%+64,407+86.4%加碼
CI INVESTMENTS INC.137,295$4,868.07 萬0.16%+137,295新進
CIBC World Markets Inc.130,813$4,638.24 萬0.08%−1,158−0.9%減碼
Cambridge Investment Research Advisors, Inc.122,802$4,354.2 萬0.05%+65,401+113.9%加碼
BESSEMER GROUP INC121,827$4,319.7 萬0.06%+121,717+110,651.8%加碼
NATIXIS ADVISORS, L.P.121,769$4,317.5 萬0.05%+121,769新進
GF FUND MANAGEMENT CO. LTD.119,924$4,252.15 萬0.51%+91,572+323.0%加碼