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 962 家機構在 13F 申報持有，市值合計 $349.9 億；Altimeter 資本、杜肯家族辦公室等 3 位大師持有。
2024 年第 2 季 13F 持有人
Arm Holdings PLC 在 2024/6/30 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
- 568
- 較 2024 年第 1 季 +162 家
- 持有股數
- 6,083 萬
- 較 2024 年第 1 季 −19.8 萬 (−0.3%)
- 總市值
- $99.5 億
- 較 2024 年第 1 季 +$23.3 億 (+30.5%)
- 新進機構
- 220
- 另有 197 家加碼
- 清倉機構
- 58
- 另有 95 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 962 | $349.9 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aquila Investment Management LLC | 21,000 | $343.6 萬 | 3.22% | +21,000 | 新進 |
| Fifth Third Bancorp | 21,042 | $344.3 萬 | 0.01% | +20,357+2,971.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,084 | $345.0 萬 | 0.00% | +21,084 | 新進 |
| Black Swift Group, LLC | 21,100 | $345.2 萬 | 0.80% | +21,100 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,440 | $350.8 萬 | 0.00% | +13,574+172.6% | 加碼 |
| Allianz Asset Management GmbH | 21,859 | $357.7 萬 | 0.01% | +1,400+6.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,622 | $358.8 萬 | 0.04% | +21,622 | 新進 |
| PFG Investments, LLC | 22,007 | $360.1 萬 | 0.26% | −6,171−21.9% | 減碼 |
| Independent Financial Group, LLC | 22,176 | $362.8 萬 | 0.15% | +19,228+652.2% | 加碼 |
| Wolverine Trading, LLC | 22,370 | $366.0 萬 | 0.06% | −46,683−67.6% | 減碼 |
| Adams Wealth Management | 23,011 | $376.5 萬 | 0.87% | +1,121+5.1% | 加碼 |
| CacheTech Inc. | 23,011 | $376.5 萬 | 0.87% | +23,011 | 新進 |
| Westwood Wealth Management | 23,675 | $387.4 萬 | 1.53% | +23,675 | 新進 |
| HSBC Holdings PLC | 24,940 | $407.9 萬 | 0.00% | +23,595+1,754.3% | 加碼 |
| Itau Unibanco Holding S.A. | 25,000 | $409.1 萬 | 0.17% | +25,000 | 新進 |
| KP Management LLC | 25,000 | $409.1 萬 | 1.54% | +25,000 | 新進 |
| Sandler Capital Management | 25,600 | $418.9 萬 | 0.82% | +25,600 | 新進 |
| Sofos Investments, Inc. | 26,036 | $426.7 萬 | 1.07% | −29,093−52.8% | 減碼 |
| AXA S.A. | 26,497 | $433.5 萬 | 0.01% | +26,497 | 新進 |
| Northwestern Mutual Wealth Management Co | 26,672 | $436.4 萬 | 0.00% | +23,741+810.0% | 加碼 |
| David J Yvars Group | 27,009 | $441.9 萬 | 2.77% | +4,660+20.9% | 加碼 |
| Ratan Capital Management LP | 27,099 | $443.4 萬 | 1.36% | +17,099+171.0% | 加碼 |
| Ensign Peak Advisors, Inc | 28,900 | $472.9 萬 | 0.01% | +28,900 | 新進 |
| AE Wealth Management LLC | 30,158 | $493.4 萬 | 0.05% | +30,158 | 新進 |
| Optiver Holding B.V. | 31,447 | $514.5 萬 | 0.10% | +30,543+3,378.7% | 加碼 |
| Creative Planning | 31,601 | $517.1 萬 | 0.01% | +25,733+438.5% | 加碼 |
| Covenant Asset Management, LLC | 32,027 | $524.0 萬 | 1.18% | +32,027 | 新進 |
| Russell Investments Group, Ltd. | 32,039 | $524.2 萬 | 0.01% | −103,781−76.4% | 減碼 |
| TD Asset Management Inc | 32,059 | $524.5 萬 | 0.00% | +5,602+21.2% | 加碼 |
| TD Waterhouse Canada Inc. | 33,245 | $528.7 萬 | 0.05% | +30,631+1,171.8% | 加碼 |
| Susquehanna International Group, LLP | 33,980 | $556.0 萬 | 0.01% | −93,868−73.4% | 減碼 |
| GWM Advisors LLC | 34,386 | $562.6 萬 | 0.04% | +12,078+54.1% | 加碼 |
| Himension Fund | 34,637 | $566.7 萬 | 0.40% | −25,503−42.4% | 減碼 |
| Bank of Montreal | 34,527 | $568.4 萬 | 0.00% | +34,527 | 新進 |
| NCP Inc. | 35,000 | $572.7 萬 | 3.62% | +28,800+464.5% | 加碼 |
| Pinnacle Associates Ltd | 35,740 | $584.8 萬 | 0.09% | +4,855+15.7% | 加碼 |
| American Century Companies Inc | 35,966 | $588.5 萬 | 0.00% | +35,966 | 新進 |
| Zweig-DiMenna Associates LLC | 36,025 | $589.4 萬 | 0.67% | +36,025 | 新進 |
| Morgens Waterfall Vintiadis & Co Inc | 37,000 | $605.4 萬 | 4.75% | +9,000+32.1% | 加碼 |
| Stifel Financial Corp | 37,076 | $606.6 萬 | 0.01% | +13,053+54.3% | 加碼 |
| Envestnet Asset Management Inc | 37,902 | $620.2 萬 | 0.00% | +6,311+20.0% | 加碼 |
| Cetera Investment Advisers | 38,973 | $637.7 萬 | 0.01% | +11,572+42.2% | 加碼 |
| Quinn Opportunity Partners LLC | 39,000 | $638.1 萬 | 0.74% | +39,000 | 新進 |
| Millennium Management LLC | 39,050 | $638.9 萬 | 0.01% | −385,279−90.8% | 減碼 |
| Janney Montgomery Scott LLC | 39,093 | $639.6 萬 | 0.02% | +11,471+41.5% | 加碼 |
| Rakuten Securities, Inc. | 39,346 | $643.8 萬 | 2.76% | −4,479−10.2% | 減碼 |
| Commonwealth Equity Services, LLC | 39,881 | $652.5 萬 | 0.01% | +5,396+15.6% | 加碼 |
| Alight Capital Management LP | 40,000 | $654.5 萬 | 1.62% | +40,000 | 新進 |
| HighTower Advisors, LLC | 40,248 | $656.4 萬 | 0.01% | +25,639+175.5% | 加碼 |
| Dock Street Asset Management Inc | 40,211 | $657.9 萬 | 0.92% | +40,211 | 新進 |
| Exchange Traded Concepts, LLC | 40,748 | $666.7 萬 | 0.17% | −20,698−33.7% | 減碼 |
| Citadel Advisors LLC | 40,805 | $667.7 萬 | 0.01% | −2,488,157−98.4% | 減碼 |
| IMC-Chicago, LLC | 41,093 | $672.4 萬 | 0.22% | −367,504−89.9% | 減碼 |
| Elite Wealth Management, Inc. | 41,496 | $679.0 萬 | 1.48% | +19,633+89.8% | 加碼 |
| Jackson Square Capital, LLC | 42,101 | $688.9 萬 | 1.70% | −13,591−24.4% | 減碼 |
| Canada Pension Plan Investment Board | 44,711 | $731.6 萬 | 0.01% | 00.0% | 不變 |
| Nomura Holdings Inc | 44,802 | $733.1 萬 | 0.05% | −312,448−87.5% | 減碼 |
| New York State Common Retirement Fund | 45,662 | $747.1 萬 | 0.01% | −114,063−71.4% | 減碼 |
| Vestor Capital, LLC | 46,139 | $754.9 萬 | 0.61% | +46,139 | 新進 |
| Berkshire Capital Holdings Inc | 46,290 | $757.4 萬 | 3.06% | −13,220−22.2% | 減碼 |
| Liontrust Investment Partners LLP | 47,000 | $769.0 萬 | 0.11% | +47,000 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 48,781 | $798.2 萬 | 3.04% | +1,221+2.6% | 加碼 |
| Guggenheim Capital LLC | 48,961 | $801.1 萬 | 0.06% | +48,961 | 新進 |
| Westend Capital Management, LLC | 50,641 | $804.3 萬 | 2.83% | +50,641 | 新進 |
| Gunderson Capital Management Inc. | 52,814 | $864.1 萬 | 3.71% | +52,814 | 新進 |
| Victory Capital Management Inc | 53,676 | $878.2 萬 | 0.01% | +53,676 | 新進 |
| Oppenheimer & Co Inc | 58,197 | $952.2 萬 | 0.15% | +41,948+258.2% | 加碼 |
| Gratus Capital LLC | 60,165 | $984.4 萬 | 0.40% | +60,165 | 新進 |
| Deutsche Bank AG | 60,453 | $989.1 萬 | 0.00% | +51,603+583.1% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 61,900 | $1,013 萬 | 1.44% | +53,900+673.8% | 加碼 |
| Hampton Road Capital Management LP | 62,788 | $1,027 萬 | 1.61% | +62,788 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 71,295 | $1,167 萬 | 0.02% | +26,051+57.6% | 加碼 |
| Dakota Wealth Management | 72,233 | $1,182 萬 | 0.28% | +25,905+55.9% | 加碼 |
| Broadleaf Partners, LLC | 73,913 | $1,209 萬 | 2.93% | +27,601+59.6% | 加碼 |
| Seven Grand Managers, LLC | 75,000 | $1,227 萬 | 5.54% | 00.0% | 不變 |
| SG Americas Securities, LLC | 75,159 | $1,230 萬 | 0.08% | +55,350+279.4% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 75,310 | $1,232 萬 | 0.79% | +75,310 | 新進 |
| Rafferty Asset Management, LLC | 77,506 | $1,268 萬 | 0.05% | +77,506 | 新進 |
| Legal & General Group Plc | 77,770 | $1,274 萬 | 0.00% | +70,145+919.9% | 加碼 |
| Atika Capital Management LLC | 79,000 | $1,293 萬 | 1.50% | +79,000 | 新進 |
| Pinebridge Investments, L.P. | 81,531 | $1,335 萬 | 0.11% | −17,148−17.4% | 減碼 |
| Toroso Investments, LLC | 82,081 | $1,343 萬 | 0.19% | +65,432+393.0% | 加碼 |
| Franklin Street Advisors Inc | 82,354 | $1,348 萬 | 0.96% | +82,354 | 新進 |
| Penserra Capital Management LLC | 85,097 | $1,392 萬 | 0.18% | −9,925−10.4% | 減碼 |
| United Capital Management of KS, Inc. | 86,301 | $1,412 萬 | 3.11% | +86,301 | 新進 |
| CWM, LLC | 90,603 | $1,482 萬 | 0.07% | +86,850+2,314.1% | 加碼 |
| Silvant Capital Management LLC | 94,573 | $1,547 萬 | 0.69% | +14,716+18.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 94,941 | $1,554 萬 | 0.04% | +94,941 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 96,464 | $1,578 萬 | 0.06% | +40,293+71.7% | 加碼 |
| Renaissance Capital LLC | 98,205 | $1,607 萬 | 8.97% | +30,623+45.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 100,000 | $1,636 萬 | 0.75% | +100,000 | 新進 |
| Geode Capital Management, LLC | 100,724 | $1,648 萬 | 0.00% | +16,053+19.0% | 加碼 |
| ProShare Advisors LLC | 101,519 | $1,661 萬 | 0.04% | +101,519 | 新進 |
| BOCHK Asset Management Ltd | 101,980 | $1,669 萬 | 5.46% | +101,980 | 新進 |
| Apollo Management Holdings, L.P. | 103,000 | $1,685 萬 | 0.29% | +103,000 | 新進 |
| NZS Capital, LLC | 107,382 | $1,757 萬 | 0.72% | +107,382 | 新進 |
| Advisor Group Holdings, Inc. | 107,923 | $1,765 萬 | 0.04% | +24,322+29.1% | 加碼 |
| Prudential PLC | 108,653 | $1,778 萬 | 0.12% | +29,992+38.1% | 加碼 |
| Bank of New York Mellon Corp | 118,094 | $1,932 萬 | 0.00% | +58,216+97.2% | 加碼 |
| CIBC World Markets Inc. | 123,004 | $2,013 萬 | 0.05% | +71,521+138.9% | 加碼 |