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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 60,165 | $984.4 萬 | 0.40% | +60,165 | 新進 |
| Oppenheimer & Co Inc | 58,197 | $952.2 萬 | 0.15% | +41,948+258.2% | 加碼 |
| Victory Capital Management Inc | 53,676 | $878.2 萬 | 0.01% | +53,676 | 新進 |
| Gunderson Capital Management Inc. | 52,814 | $864.1 萬 | 3.71% | +52,814 | 新進 |
| Westend Capital Management, LLC | 50,641 | $804.3 萬 | 2.83% | +50,641 | 新進 |
| Guggenheim Capital LLC | 48,961 | $801.1 萬 | 0.06% | +48,961 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 48,781 | $798.2 萬 | 3.04% | +1,221+2.6% | 加碼 |
| Liontrust Investment Partners LLP | 47,000 | $769.0 萬 | 0.11% | +47,000 | 新進 |
| Berkshire Capital Holdings Inc | 46,290 | $757.4 萬 | 3.06% | −13,220−22.2% | 減碼 |
| Vestor Capital, LLC | 46,139 | $754.9 萬 | 0.61% | +46,139 | 新進 |
| New York State Common Retirement Fund | 45,662 | $747.1 萬 | 0.01% | −114,063−71.4% | 減碼 |
| Nomura Holdings Inc | 44,802 | $733.1 萬 | 0.05% | −312,448−87.5% | 減碼 |
| Canada Pension Plan Investment Board | 44,711 | $731.6 萬 | 0.01% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 42,101 | $688.9 萬 | 1.70% | −13,591−24.4% | 減碼 |
| Elite Wealth Management, Inc. | 41,496 | $679.0 萬 | 1.48% | +19,633+89.8% | 加碼 |
| IMC-Chicago, LLC | 41,093 | $672.4 萬 | 0.22% | −367,504−89.9% | 減碼 |
| Citadel Advisors LLC | 40,805 | $667.7 萬 | 0.01% | −2,488,157−98.4% | 減碼 |
| Exchange Traded Concepts, LLC | 40,748 | $666.7 萬 | 0.17% | −20,698−33.7% | 減碼 |
| Dock Street Asset Management Inc | 40,211 | $657.9 萬 | 0.92% | +40,211 | 新進 |
| HighTower Advisors, LLC | 40,248 | $656.4 萬 | 0.01% | +25,639+175.5% | 加碼 |
| Alight Capital Management LP | 40,000 | $654.5 萬 | 1.62% | +40,000 | 新進 |
| Commonwealth Equity Services, LLC | 39,881 | $652.5 萬 | 0.01% | +5,396+15.6% | 加碼 |
| Rakuten Securities, Inc. | 39,346 | $643.8 萬 | 2.76% | −4,479−10.2% | 減碼 |
| Janney Montgomery Scott LLC | 39,093 | $639.6 萬 | 0.02% | +11,471+41.5% | 加碼 |
| Millennium Management LLC | 39,050 | $638.9 萬 | 0.01% | −385,279−90.8% | 減碼 |
| Quinn Opportunity Partners LLC | 39,000 | $638.1 萬 | 0.74% | +39,000 | 新進 |
| Cetera Investment Advisers | 38,973 | $637.7 萬 | 0.01% | +11,572+42.2% | 加碼 |
| Envestnet Asset Management Inc | 37,902 | $620.2 萬 | 0.00% | +6,311+20.0% | 加碼 |
| Stifel Financial Corp | 37,076 | $606.6 萬 | 0.01% | +13,053+54.3% | 加碼 |
| Morgens Waterfall Vintiadis & Co Inc | 37,000 | $605.4 萬 | 4.75% | +9,000+32.1% | 加碼 |
| Zweig-DiMenna Associates LLC | 36,025 | $589.4 萬 | 0.67% | +36,025 | 新進 |
| American Century Companies Inc | 35,966 | $588.5 萬 | 0.00% | +35,966 | 新進 |
| Pinnacle Associates Ltd | 35,740 | $584.8 萬 | 0.09% | +4,855+15.7% | 加碼 |
| NCP Inc. | 35,000 | $572.7 萬 | 3.62% | +28,800+464.5% | 加碼 |
| Bank of Montreal | 34,527 | $568.4 萬 | 0.00% | +34,527 | 新進 |
| Himension Fund | 34,637 | $566.7 萬 | 0.40% | −25,503−42.4% | 減碼 |
| GWM Advisors LLC | 34,386 | $562.6 萬 | 0.04% | +12,078+54.1% | 加碼 |
| Susquehanna International Group, LLP | 33,980 | $556.0 萬 | 0.01% | −93,868−73.4% | 減碼 |
| TD Waterhouse Canada Inc. | 33,245 | $528.7 萬 | 0.05% | +30,631+1,171.8% | 加碼 |
| TD Asset Management Inc | 32,059 | $524.5 萬 | 0.00% | +5,602+21.2% | 加碼 |
| Russell Investments Group, Ltd. | 32,039 | $524.2 萬 | 0.01% | −103,781−76.4% | 減碼 |
| Covenant Asset Management, LLC | 32,027 | $524.0 萬 | 1.18% | +32,027 | 新進 |
| Creative Planning | 31,601 | $517.1 萬 | 0.01% | +25,733+438.5% | 加碼 |
| Optiver Holding B.V. | 31,447 | $514.5 萬 | 0.10% | +30,543+3,378.7% | 加碼 |
| AE Wealth Management LLC | 30,158 | $493.4 萬 | 0.05% | +30,158 | 新進 |
| Ensign Peak Advisors, Inc | 28,900 | $472.9 萬 | 0.01% | +28,900 | 新進 |
| Ratan Capital Management LP | 27,099 | $443.4 萬 | 1.36% | +17,099+171.0% | 加碼 |
| David J Yvars Group | 27,009 | $441.9 萬 | 2.77% | +4,660+20.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 26,672 | $436.4 萬 | 0.00% | +23,741+810.0% | 加碼 |
| AXA S.A. | 26,497 | $433.5 萬 | 0.01% | +26,497 | 新進 |
| Sofos Investments, Inc. | 26,036 | $426.7 萬 | 1.07% | −29,093−52.8% | 減碼 |
| Sandler Capital Management | 25,600 | $418.9 萬 | 0.82% | +25,600 | 新進 |
| 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 |
| HSBC Holdings PLC | 24,940 | $407.9 萬 | 0.00% | +23,595+1,754.3% | 加碼 |
| Westwood Wealth Management | 23,675 | $387.4 萬 | 1.53% | +23,675 | 新進 |
| 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 |
| Wolverine Trading, LLC | 22,370 | $366.0 萬 | 0.06% | −46,683−67.6% | 減碼 |
| Independent Financial Group, LLC | 22,176 | $362.8 萬 | 0.15% | +19,228+652.2% | 加碼 |
| PFG Investments, LLC | 22,007 | $360.1 萬 | 0.26% | −6,171−21.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,622 | $358.8 萬 | 0.04% | +21,622 | 新進 |
| Allianz Asset Management GmbH | 21,859 | $357.7 萬 | 0.01% | +1,400+6.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,440 | $350.8 萬 | 0.00% | +13,574+172.6% | 加碼 |
| Black Swift Group, LLC | 21,100 | $345.2 萬 | 0.80% | +21,100 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,084 | $345.0 萬 | 0.00% | +21,084 | 新進 |
| Fifth Third Bancorp | 21,042 | $344.3 萬 | 0.01% | +20,357+2,971.8% | 加碼 |
| Aquila Investment Management LLC | 21,000 | $343.6 萬 | 3.22% | +21,000 | 新進 |
| Jump Financial, LLC | 20,413 | $334.0 萬 | 0.07% | +20,413 | 新進 |
| GAM Holding AG | 20,098 | $328.8 萬 | 0.25% | +20,098 | 新進 |
| Lazard Asset Management LLC | 19,928 | $326.0 萬 | 0.00% | −5,308−21.0% | 減碼 |
| Alberta Investment Management Corp | 19,737 | $322.9 萬 | 0.03% | +19,737 | 新進 |
| L & S Advisors Inc | 19,698 | $322.3 萬 | 0.37% | +19,698 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 19,272 | $315.3 萬 | 0.13% | +1,149+6.3% | 加碼 |
| CenterStar Asset Management, LLC | 19,157 | $314.1 萬 | 4.72% | −6,547−25.5% | 減碼 |
| Two Sigma Advisers, LP | 19,100 | $312.5 萬 | 0.01% | +19,100 | 新進 |
| CIBC Asset Management Inc | 18,745 | $306.7 萬 | 0.01% | +18,745 | 新進 |
| Marathon Trading Investment Management LLC | 18,677 | $305.6 萬 | 0.82% | +8,124+77.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 18,456 | $302.0 萬 | 0.05% | +16,306+758.4% | 加碼 |
| Mizuho Securities Co. Ltd. | 18,400 | $301.1 萬 | 7.00% | +11,220+156.3% | 加碼 |
| Vontobel Holding Ltd. | 18,312 | $299.6 萬 | 0.01% | −9,914−35.1% | 減碼 |
| Next Century Growth Investors LLC | 18,303 | $299.5 萬 | 0.25% | +5,650+44.7% | 加碼 |
| Greenwood Capital Associates LLC | 18,157 | $297.1 萬 | 0.39% | +18,157 | 新進 |
| Independent Solutions Wealth Management, LLC | 17,952 | $293.7 萬 | 0.67% | +1,911+11.9% | 加碼 |
| Mariner, LLC | 17,441 | $285.4 萬 | 0.01% | +5,121+41.6% | 加碼 |
| Advisory Services Network, LLC | 16,694 | $273.2 萬 | 0.06% | +4,666+38.8% | 加碼 |
| Guardian Capital LP | 16,525 | $270.4 萬 | 0.10% | +8,393+103.2% | 加碼 |
| Longitude (Cayman) Ltd. | 15,500 | $253.6 萬 | 4.00% | −7,500−32.6% | 減碼 |
| BNP Paribas | 14,834 | $242.7 萬 | 0.12% | +14,134+2,019.1% | 加碼 |
| Blue Fin Capital, Inc. | 14,750 | $241.3 萬 | 0.48% | +14,750 | 新進 |
| Shelton Capital Management | 14,283 | $233.7 萬 | 0.06% | +14,283 | 新進 |
| Snowden Capital Advisors LLC | 14,215 | $232.6 萬 | 0.07% | +14,215 | 新進 |
| Tower View Investment Management & Research LLC | 14,160 | $231.7 萬 | 1.33% | +4,933+53.5% | 加碼 |
| Gsa Capital Partners LLP | 14,007 | $229.2 萬 | 0.16% | +14,007 | 新進 |
| Jennison Associates LLC | 13,704 | $224.2 萬 | 0.00% | +13,704 | 新進 |
| Cubist Systematic Strategies, LLC | 13,516 | $221.1 萬 | 0.04% | −1,120−7.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 13,306 | $217.7 萬 | 0.44% | −5,394−28.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 11,544 | $213.2 萬 | 0.00% | +11,274+4,175.6% | 加碼 |
| Vident Advisory, LLC | 13,015 | $213.0 萬 | 0.06% | +5,316+69.0% | 加碼 |
| Rockefeller Capital Management L.P. | 12,968 | $212.2 萬 | 0.01% | −25,420−66.2% | 減碼 |