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 3 季 13F 持有人
Arm Holdings PLC 在 2024/9/30 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
- 615
- 較 2024 年第 2 季 +53 家
- 持有股數
- 6,115 萬
- 較 2024 年第 2 季 +268.6 萬 (+4.6%)
- 總市值
- $86.6 億
- 較 2024 年第 2 季 −$9.05 億 (−9.5%)
- 新進機構
- 124
- 另有 270 家加碼
- 清倉機構
- 71
- 另有 136 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 4,140,344 | $5.92 億 | 0.11% | −207,839−4.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,909,157 | $5.59 億 | 0.58% | +2,885,945+282.0% | 加碼 |
| Bank of America Corp | 3,114,808 | $4.45 億 | 0.04% | −2,855,294−47.8% | 減碼 |
| Morgan Stanley | 2,903,880 | $4.15 億 | 0.03% | +894,152+44.5% | 加碼 |
| Schroder Investment Management Group | 2,589,612 | $3.70 億 | 0.38% | −753,980−22.6% | 減碼 |
| BlackRock, Inc. | 2,498,410 | $3.57 億 | 0.01% | +2,498,410 | 新進 |
| FMR LLC | 2,066,163 | $2.95 億 | 0.02% | −205,124−9.0% | 減碼 |
| NVIDIA Corp | 1,960,784 | $2.80 億 | 64.77% | 00.0% | 不變 |
| Alphabet Inc. | 1,960,784 | $2.80 億 | 15.22% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 1,790,773 | $2.56 億 | 0.38% | −620,837−25.7% | 減碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $2.15 億 | 1.14% | 00.0% | 不變 |
| Franklin Resources Inc | 1,281,484 | $2.07 億 | 0.06% | +228,467+21.7% | 加碼 |
| Neuberger Berman Group LLC | 1,146,372 | $1.64 億 | 0.13% | −180,735−13.6% | 減碼 |
| Wellington Management Group LLP | 1,127,393 | $1.61 億 | 0.03% | −198,314−15.0% | 減碼 |
| Walleye Trading LLC | 1,076,415 | $1.54 億 | 3.70% | +352,703+48.7% | 加碼 |
| Renaissance Technologies LLC | 1,070,000 | $1.53 億 | 0.23% | +396,300+58.8% | 加碼 |
| Robeco Schweiz AG | 1,055,010 | $1.51 億 | 2.83% | −112,000−9.6% | 減碼 |
| Loomis Sayles & Co L P | 896,700 | $1.28 億 | 0.17% | −75,387−7.8% | 減碼 |
| First Trust Advisors LP | 872,417 | $1.25 億 | 0.12% | +54,753+6.7% | 加碼 |
| UBS Group AG | 776,840 | $1.11 億 | 0.03% | +100,326+14.8% | 加碼 |
| JPMorgan Chase & Co | 698,837 | $1.04 億 | 0.01% | +221,653+46.5% | 加碼 |
| Employees Provident Fund Board | 710,000 | $1.02 億 | 1.39% | +460,000+184.0% | 加碼 |
| Polar Capital Holdings Plc | 686,519 | $9,818 萬 | 0.58% | +47,908+7.5% | 加碼 |
| Susquehanna International Group, LLP | 673,725 | $9,635 萬 | 0.16% | +639,745+1,882.7% | 加碼 |
| Citigroup Inc | 645,042 | $9,225 萬 | 0.09% | +316,968+96.6% | 加碼 |
| Verition Fund Management LLC | 588,639 | $8,418 萬 | 0.57% | +585,271+17,377.4% | 加碼 |
| Primecap Management Co | 569,490 | $8,144 萬 | 0.06% | −25,100−4.2% | 減碼 |
| Man Group plc | 559,500 | $8,001 萬 | 0.23% | +7,793+1.4% | 加碼 |
| Nuveen Asset Management, LLC | 521,174 | $7,453 萬 | 0.02% | 00.0% | 不變 |
| Invesco Ltd. | 471,052 | $6,737 萬 | 0.01% | +123,273+35.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 460,542 | $6,586 萬 | 0.09% | −1,621,573−77.9% | 減碼 |
| Citadel Advisors LLC | 457,372 | $6,541 萬 | 0.07% | +416,567+1,020.9% | 加碼 |
| SEI Investments Co | 424,018 | $6,064 萬 | 0.08% | −155,312−26.8% | 減碼 |
| Rafferty Asset Management, LLC | 409,115 | $5,851 萬 | 0.20% | +331,609+427.8% | 加碼 |
| PEAK6 Investments LLC | 406,795 | $5,818 萬 | 2.91% | +271,230+200.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 393,957 | $5,634 萬 | 1.18% | +39,932+11.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 359,105 | $5,228 萬 | 0.23% | +233,909+186.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 345,429 | $4,940 萬 | 0.59% | +25,508+8.0% | 加碼 |
| Nomura Holdings Inc | 338,894 | $4,847 萬 | 0.37% | +294,092+656.4% | 加碼 |
| Wells Fargo & Company | 334,561 | $4,785 萬 | 0.01% | +36,529+12.3% | 加碼 |
| Barclays PLC | 332,540 | $4,756 萬 | 0.02% | +113,472+51.8% | 加碼 |
| IMC-Chicago, LLC | 328,751 | $4,701 萬 | 1.36% | +287,658+700.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 300,000 | $4,290 萬 | 0.18% | 00.0% | 不變 |
| Mark Asset Management LP | 283,085 | $4,048 萬 | 5.00% | +44,496+18.6% | 加碼 |
| Simplex Trading, LLC | 267,749 | $3,829 萬 | 1.29% | +122,552+84.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 262,432 | $3,753 萬 | 1.58% | −172,527−39.7% | 減碼 |
| Ghisallo Capital Management LLC | 250,000 | $3,575 萬 | 1.77% | 00.0% | 不變 |
| Voya Investment Management LLC | 234,479 | $3,331 萬 | 0.03% | −495,839−67.9% | 減碼 |
| LPL Financial LLC | 222,152 | $3,177 萬 | 0.01% | +37,595+20.4% | 加碼 |
| State Street Corp | 221,854 | $3,173 萬 | 0.00% | +35,720+19.2% | 加碼 |
| Marsico Capital Management LLC | 202,954 | $2,902 萬 | 0.81% | 00.0% | 不變 |
| Royal Bank of Canada | 199,876 | $2,858 萬 | 0.01% | −12,625−5.9% | 減碼 |
| Rheos Capital Works Inc. | 188,900 | $2,702 萬 | 1.41% | −80,000−29.8% | 減碼 |
| CIBC World Markets Inc. | 184,766 | $2,642 萬 | 0.06% | +61,762+50.2% | 加碼 |
| Ameriprise Financial Inc | 180,100 | $2,576 萬 | 0.01% | +7,623+4.4% | 加碼 |
| Squarepoint Ops LLC | 179,533 | $2,568 萬 | 0.08% | +3,533+2.0% | 加碼 |
| Raymond James & Associates | 151,744 | $2,170 萬 | 0.01% | +21,360+16.4% | 加碼 |
| Telemark Asset Management, LLC | 150,000 | $2,145 萬 | 2.17% | −150,000−50.0% | 減碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 150,000 | $2,145 萬 | 0.20% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 136,503 | $1,952 萬 | 1.95% | +97,503+250.0% | 加碼 |
| Twin Tree Management, LP | 134,921 | $1,930 萬 | 0.45% | +134,921 | 新進 |
| NZS Capital, LLC | 134,408 | $1,922 萬 | 0.75% | +27,026+25.2% | 加碼 |
| Legal & General Group Plc | 129,620 | $1,853 萬 | 0.00% | +51,850+66.7% | 加碼 |
| State of Michigan Retirement System | 128,200 | $1,833 萬 | 0.09% | 00.0% | 不變 |
| ProShare Advisors LLC | 120,555 | $1,724 萬 | 0.04% | +19,036+18.8% | 加碼 |
| Alliancebernstein L.P. | 120,449 | $1,723 萬 | 0.01% | −109,667−47.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 119,472 | $1,709 萬 | 0.06% | +23,008+23.9% | 加碼 |
| Advisor Group Holdings, Inc. | 114,329 | $1,635 萬 | 0.04% | +6,406+5.9% | 加碼 |
| Westwood Holdings Group Inc. | 110,279 | $1,577 萬 | 0.07% | +110,279 | 新進 |
| American Century Companies Inc | 110,081 | $1,574 萬 | 0.01% | +74,115+206.1% | 加碼 |
| Franklin Street Advisors Inc | 109,158 | $1,561 萬 | 1.05% | +26,804+32.5% | 加碼 |
| Prudential PLC | 108,653 | $1,554 萬 | 0.08% | 00.0% | 不變 |
| CWM, LLC | 108,372 | $1,550 萬 | 0.07% | +17,769+19.6% | 加碼 |
| Geode Capital Management, LLC | 107,683 | $1,540 萬 | 0.00% | +6,959+6.9% | 加碼 |
| Renaissance Capital LLC | 105,112 | $1,503 萬 | 9.89% | +6,907+7.0% | 加碼 |
| GTS Securities LLC | 104,690 | $1,497 萬 | 0.30% | −32,412−23.6% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 100,307 | $1,434 萬 | 0.83% | +24,997+33.2% | 加碼 |
| Bank of New York Mellon Corp | 99,860 | $1,428 萬 | 0.00% | −18,234−15.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 99,779 | $1,427 萬 | 0.03% | +4,838+5.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 97,250 | $1,391 萬 | 0.02% | +25,955+36.4% | 加碼 |
| Silvant Capital Management LLC | 94,511 | $1,352 萬 | 0.59% | −62−0.1% | 減碼 |
| Optiver Holding B.V. | 94,254 | $1,348 萬 | 0.34% | +62,807+199.7% | 加碼 |
| United Capital Management of KS, Inc. | 88,340 | $1,263 萬 | 2.75% | +2,039+2.4% | 加碼 |
| Westend Capital Management, LLC | 82,329 | $1,177 萬 | 4.03% | +31,688+62.6% | 加碼 |
| Erste Asset Management GmbH | 80,000 | $1,165 萬 | 0.14% | +80,000 | 新進 |
| Stony Point Capital LLC | 78,533 | $1,123 萬 | 2.68% | +78,533 | 新進 |
| Seven Grand Managers, LLC | 75,000 | $1,073 萬 | 2.39% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 74,083 | $1,059 萬 | 2.51% | +170+0.2% | 加碼 |
| HSBC Holdings PLC | 73,199 | $1,047 萬 | 0.01% | +48,259+193.5% | 加碼 |
| Summit Partners Public Asset Management, LLC | 70,000 | $1,001 萬 | 0.45% | −30,000−30.0% | 減碼 |
| Pinebridge Investments, L.P. | 69,473 | $993.5 萬 | 0.08% | −12,058−14.8% | 減碼 |
| BOCHK Asset Management Ltd | 68,050 | $973.2 萬 | 2.90% | −33,930−33.3% | 減碼 |
| Deutsche Bank AG | 67,404 | $963.9 萬 | 0.00% | +6,951+11.5% | 加碼 |
| Colony Group, LLC | 64,638 | $924.4 萬 | 0.03% | +61,912+2,271.2% | 加碼 |
| Rakuten Securities, Inc. | 63,710 | $911.1 萬 | 3.96% | +24,364+61.9% | 加碼 |
| Capital Fund Management S.A. | 62,480 | $893.5 萬 | 0.10% | +62,480 | 新進 |
| Jane Street Group, LLC | 61,256 | $876.0 萬 | 0.01% | −172,422−73.8% | 減碼 |
| Oppenheimer & Co Inc | 60,614 | $866.8 萬 | 0.13% | +2,417+4.2% | 加碼 |
| Avalon Global Asset Management LLC | 60,000 | $858.1 萬 | 2.64% | +60,000 | 新進 |
| Victory Capital Management Inc | 56,421 | $806.9 萬 | 0.01% | +2,745+5.1% | 加碼 |