Arm Holdings PLC
ARM- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001973239
近 90 天，Arm Holdings PLC 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 961 家機構在 13F 申報持有，市值合計 $349.8 億；Altimeter 資本、杜肯家族辦公室等 3 位大師持有。
2023 年第 4 季 13F 持有人
Arm Holdings PLC 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，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
- 271
- 較 2023 年第 3 季 +62 家
- 持有股數
- 7,740 萬
- 較 2023 年第 3 季 +340.2 萬 (+4.6%)
- 總市值
- $58.2 億
- 較 2023 年第 3 季 +$18.5 億 (+46.5%)
- 新進機構
- 119
- 另有 79 家加碼
- 清倉機構
- 57
- 另有 43 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ARM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 961 | $349.8 億 |
| 2026 年第 1 季 | 745 | $137.5 億 |
| 2025 年第 4 季 | 654 | $89.7 億 |
| 2025 年第 3 季 | 659 | $105.8 億 |
| 2025 年第 2 季 | 669 | $131.4 億 |
| 2025 年第 1 季 | 636 | $80.9 億 |
| 2024 年第 4 季 | 641 | $79.3 億 |
| 2024 年第 3 季 | 615 | $86.6 億 |
| 2024 年第 2 季 | 568 | $99.5 億 |
| 2024 年第 1 季 | 410 | $76.3 億 |
| 2023 年第 4 季 | 271 | $58.2 億 |
| 2023 年第 3 季 | 210 | $39.7 億 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 4 季持有機構
每家機構持有 Arm Holdings PLC 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FFG Partners, LLC | 4,000 | $30.1 萬 | 0.16% | +4,000 | 新進 |
| Compagnie Lombard Odier SCmA | 4,200 | $31.6 萬 | 0.01% | +2,200+110.0% | 加碼 |
| Silvant Capital Management LLC | 4,325 | $32.5 萬 | 0.02% | −656−13.2% | 減碼 |
| Sonora Investment Management Group, LLC | 4,365 | $32.8 萬 | 0.03% | +100+2.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,535 | $34.1 萬 | 0.01% | +2,000+78.9% | 加碼 |
| Cresset Asset Management, LLC | 4,547 | $34.2 萬 | 0.00% | +4,547 | 新進 |
| MML Investors Services, LLC | 4,568 | $34.3 萬 | 0.00% | +4,568 | 新進 |
| Oppenheimer Asset Management Inc. | 4,856 | $36.5 萬 | 0.01% | +943+24.1% | 加碼 |
| Harbour Capital Advisors, LLC | 5,500 | $37.4 萬 | 0.10% | +5,500 | 新進 |
| Dumac, Inc. | 5,000 | $37.6 萬 | 1.16% | 00.0% | 不變 |
| Boston Private Wealth LLC | 5,000 | $37.6 萬 | 0.01% | +5,000 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,014 | $37.7 萬 | 0.12% | +120+2.5% | 加碼 |
| Aft, Forsyth & Company, Inc. | 5,057 | $38.0 萬 | 0.24% | +5,057 | 新進 |
| Cornerstone Wealth Management, LLC | 5,075 | $38.1 萬 | 0.03% | −175−3.3% | 減碼 |
| Lazard Asset Management LLC | 5,119 | $38.4 萬 | 0.00% | +5,119 | 新進 |
| Hoey Investments, Inc | 5,116 | $38.4 萬 | 0.11% | +4,616+923.2% | 加碼 |
| National Asset Management, Inc. | 5,158 | $38.8 萬 | 0.01% | +5,158 | 新進 |
| Sequoia Financial Advisors, LLC | 5,348 | $40.2 萬 | 0.00% | +5,348 | 新進 |
| Toroso Investments, LLC | 5,486 | $41.2 萬 | 0.01% | +5,486 | 新進 |
| SG Americas Securities, LLC | 5,494 | $41.3 萬 | 0.00% | +2,311+72.6% | 加碼 |
| XTX Topco Ltd | 5,692 | $42.8 萬 | 0.09% | +5,692 | 新進 |
| HRT Financial LP | 5,774 | $43.3 萬 | 0.00% | +5,774 | 新進 |
| Scientech Research LLC | 5,834 | $43.8 萬 | 0.44% | +5,834 | 新進 |
| Thompson Davis & Co., Inc. | 5,850 | $44.0 萬 | 0.37% | +5,850 | 新進 |
| Milestone Resources Group Ltd | 5,970 | $44.9 萬 | 0.02% | 00.0% | 不變 |
| Rathbone Brothers plc | 6,210 | $46.7 萬 | 0.00% | −181−2.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 6,500 | $48.8 萬 | 0.01% | +6,500 | 新進 |
| waypoint wealth counsel | 6,550 | $49.2 萬 | 0.42% | +6,550 | 新進 |
| Creative Planning | 6,555 | $49.3 萬 | 0.00% | +6,555 | 新進 |
| Pictet Asset Management Holding SA | 6,678 | $50.2 萬 | 0.00% | −270,170−97.6% | 減碼 |
| Cladis Investment Advisory, LLC | 6,800 | $51.1 萬 | 0.40% | +6,800 | 新進 |
| Americana Partners, LLC | 7,203 | $54.1 萬 | 0.05% | +7,203 | 新進 |
| HSBC Holdings PLC | 7,250 | $54.2 萬 | 0.00% | +3,150+76.8% | 加碼 |
| HighTower Advisors, LLC | 7,343 | $55.7 萬 | 0.00% | +2,359+47.3% | 加碼 |
| Deutsche Bank AG | 7,800 | $58.6 萬 | 0.00% | −25,639−76.7% | 減碼 |
| GWM Advisors LLC | 8,464 | $63.6 萬 | 0.01% | +988+13.2% | 加碼 |
| Capital Markets Trading UK LLP | 8,484 | $63.8 萬 | 0.47% | +3,813+81.6% | 加碼 |
| O'Neil Global Advisors, Inc. | 8,830 | $66.4 萬 | 0.39% | +8,830 | 新進 |
| Atria Wealth Solutions, Inc. | 8,846 | $66.5 萬 | 0.01% | +8,846 | 新進 |
| Cerity Partners LLC | 9,063 | $68.1 萬 | 0.00% | +2,635+41.0% | 加碼 |
| Walleye Trading LLC | 9,357 | $70.3 萬 | 0.01% | −324−3.3% | 減碼 |
| Centiva Capital, LP | 9,401 | $70.6 萬 | 0.04% | +9,401 | 新進 |
| Independent Financial Group, LLC | 9,494 | $71.3 萬 | 0.04% | +9,494 | 新進 |
| Midwest Professional Planners, LTD. | 9,498 | $71.4 萬 | 0.28% | +9,498 | 新進 |
| Pentwater Capital Management LP | 10,000 | $75.1 萬 | 0.01% | −7,500−42.9% | 減碼 |
| Qube Research & Technologies Ltd | 10,220 | $76.8 萬 | 0.00% | −19,735−65.9% | 減碼 |
| Stoneridge Investment Partners LLC | 11,273 | $84.7 萬 | 0.36% | +11,273 | 新進 |
| United Capital Financial Advisers, LLC | 11,522 | $86.6 萬 | 0.01% | −5,147−30.9% | 減碼 |
| Cutler Group LP | 11,717 | $88.0 萬 | 0.12% | −7,640−39.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 12,566 | $94.4 萬 | 0.00% | +12,566 | 新進 |
| L & S Advisors Inc | 12,653 | $95.1 萬 | 0.12% | +12,653 | 新進 |
| Credit Suisse AG | 13,405 | $100.7 萬 | 0.00% | +13,405 | 新進 |
| Dakota Wealth Management | 13,415 | $100.8 萬 | 0.04% | +13,415 | 新進 |
| Madden Securities Corp | 13,435 | $101.0 萬 | 0.53% | +13,435 | 新進 |
| Truist Financial Corp | 13,580 | $102.0 萬 | 0.00% | −13,108−49.1% | 減碼 |
| Wolverine Trading, LLC | 13,797 | $103.7 萬 | 0.01% | −4,103−22.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 14,000 | $105.2 萬 | 0.09% | +4,000+40.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 14,961 | $112.4 萬 | 0.00% | +2,296+18.1% | 加碼 |
| Oppenheimer & Co Inc | 15,338 | $115.3 萬 | 0.02% | +10,492+216.5% | 加碼 |
| Symmetry Peak Management LLC | 15,500 | $116.5 萬 | 4.52% | +15,500 | 新進 |
| Marex Group plc | 15,895 | $119.4 萬 | 0.05% | +15,895 | 新進 |
| Green Square Capital Advisors LLC | 16,350 | $122.9 萬 | 0.17% | +16,350 | 新進 |
| CIBC Private Wealth Group, LLC | 16,945 | $127.3 萬 | 0.00% | +16,945 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 17,800 | $127.4 萬 | 0.01% | −5,500−23.6% | 減碼 |
| Virtu Financial LLC | 17,085 | $128.4 萬 | 0.10% | +17,085 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 18,178 | $136.6 萬 | 0.06% | +18,178 | 新進 |
| Caption Management, LLC | 18,300 | $137.5 萬 | 0.15% | +18,300 | 新進 |
| Allianz Asset Management GmbH | 18,659 | $140.2 萬 | 0.00% | +8,659+86.6% | 加碼 |
| Rakuten Securities, Inc. | 19,204 | $144.3 萬 | 1.14% | +19,204 | 新進 |
| Sessa Capital IM, L.P. | 20,000 | $150.3 萬 | 0.07% | 00.0% | 不變 |
| Glenmede Trust Co NA | 20,105 | $151.1 萬 | 0.01% | +725+3.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,210 | $166.9 萬 | 0.01% | +6,571+42.0% | 加碼 |
| Longitude (Cayman) Ltd. | 22,500 | $169.1 萬 | 2.70% | +1,500+7.1% | 加碼 |
| Vontobel Holding Ltd. | 23,480 | $176.4 萬 | 0.01% | +12,623+116.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,523 | $184.3 萬 | 0.02% | −52,977−68.4% | 減碼 |
| Ci Investments Inc. | 24,935 | $187.4 萬 | 0.01% | +12,760+104.8% | 加碼 |
| Adams Wealth Management | 25,655 | $192.8 萬 | 0.57% | +25,655 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 27,263 | $204.9 萬 | 0.00% | +14,821+119.1% | 加碼 |
| Sofos Investments, Inc. | 28,547 | $214.5 萬 | 0.60% | +28,547 | 新進 |
| Seven Eight Capital, LP | 29,876 | $224.5 萬 | 0.26% | +29,876 | 新進 |
| Liontrust Investment Partners LLP | 30,000 | $225.4 萬 | 0.03% | +16,000+114.3% | 加碼 |
| Aquila Investment Management LLC | 31,000 | $232.9 萬 | 2.02% | +19,000+158.3% | 加碼 |
| Westwood Holdings Group Inc. | 32,011 | $240.5 萬 | 0.02% | +32,011 | 新進 |
| La Banque Postale Asset Management SA | 33,196 | $249.5 萬 | 0.05% | +33,196 | 新進 |
| Pinnacle Associates Ltd | 34,600 | $260.0 萬 | 0.04% | +34,600 | 新進 |
| Janney Montgomery Scott LLC | 35,468 | $266.5 萬 | 0.01% | +22,763+179.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 37,469 | $281.6 萬 | 0.00% | +8,052+27.4% | 加碼 |
| Mizuho Securities Co. Ltd. | 39,810 | $299.2 萬 | 10.72% | +39,810 | 新進 |
| MYDA Advisors LLC | 40,000 | $300.6 萬 | 1.33% | +40,000 | 新進 |
| WT Asset Management Ltd | 40,000 | $300.6 萬 | 0.38% | +40,000 | 新進 |
| Advisor Group Holdings, Inc. | 41,566 | $312.3 萬 | 0.01% | +28,191+210.8% | 加碼 |
| Natixis | 42,200 | $317.1 萬 | 0.02% | +35,142+497.9% | 加碼 |
| CIBC World Markets Inc. | 45,746 | $343.8 萬 | 0.01% | +45,746 | 新進 |
| Commonwealth Equity Services, LLC | 49,408 | $371.3 萬 | 0.01% | +37,654+320.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 50,100 | $376.5 萬 | 1.32% | +50,100 | 新進 |
| Stifel Financial Corp | 53,258 | $400.2 萬 | 0.01% | +30,428+133.3% | 加碼 |
| Optimas Capital Ltd | 54,395 | $408.8 萬 | 3.86% | +18,195+50.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 54,420 | $408.9 萬 | 0.06% | +2,525+4.9% | 加碼 |
| Bank of New York Mellon Corp | 55,322 | $415.7 萬 | 0.00% | +49,722+887.9% | 加碼 |
| Munro Partners | 57,365 | $431.1 萬 | 0.20% | +30,825+116.1% | 加碼 |