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 4 季 13F 持有人
Arm Holdings PLC 在 2024/12/31 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
- 641
- 較 2024 年第 3 季 +40 家
- 持有股數
- 6,435 萬
- 較 2024 年第 3 季 +391.2 萬 (+6.5%)
- 總市值
- $79.3 億
- 較 2024 年第 3 季 −$6.29 億 (−7.3%)
- 新進機構
- 123
- 另有 251 家加碼
- 清倉機構
- 83
- 另有 168 家減碼
另有 14 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,674,147 | $4.53 億 | 0.48% | −235,010−6.0% | 減碼 |
| Goldman Sachs Group Inc | 3,270,730 | $4.03 億 | 0.08% | −869,614−21.0% | 減碼 |
| Morgan Stanley | 3,242,501 | $4.00 億 | 0.03% | +338,621+11.7% | 加碼 |
| Schroder Investment Management Group | 3,054,331 | $3.77 億 | 0.36% | +464,719+17.9% | 加碼 |
| BlackRock, Inc. | 2,963,264 | $3.66 億 | 0.01% | +464,854+18.6% | 加碼 |
| Artisan Partners Limited Partnership | 2,651,489 | $3.27 億 | 0.50% | +860,716+48.1% | 加碼 |
| FMR LLC | 2,199,197 | $2.71 億 | 0.02% | +133,034+6.4% | 加碼 |
| Alphabet Inc. | 1,960,784 | $2.42 億 | 14.08% | 00.0% | 不變 |
| UBS Group AG | 1,898,190 | $2.34 億 | 0.05% | +1,121,350+144.3% | 加碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $1.85 億 | 0.91% | 00.0% | 不變 |
| Bank of America Corp | 1,437,695 | $1.77 億 | 0.02% | −1,677,113−53.8% | 減碼 |
| Hudson Bay Capital Management LP | 1,200,000 | $1.48 億 | 0.89% | +1,200,000 | 新進 |
| NVIDIA Corp | 1,101,249 | $1.36 億 | 44.61% | −859,535−43.8% | 減碼 |
| Wellington Management Group LLP | 1,075,974 | $1.33 億 | 0.02% | −51,419−4.6% | 減碼 |
| Franklin Resources Inc | 926,639 | $1.14 億 | 0.03% | −354,845−27.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 926,417 | $1.14 億 | 0.09% | +926,417 | 新進 |
| Walleye Trading LLC | 893,495 | $1.10 億 | 2.17% | −182,920−17.0% | 減碼 |
| First Trust Advisors LP | 888,817 | $1.10 億 | 0.10% | +16,400+1.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 808,953 | $1.08 億 | 0.33% | +791,392+4,506.5% | 加碼 |
| Loomis Sayles & Co L P | 854,524 | $1.05 億 | 0.13% | −42,176−4.7% | 減碼 |
| Robeco Schweiz AG | 845,005 | $1.04 億 | 2.23% | −210,005−19.9% | 減碼 |
| Barclays PLC | 807,559 | $9,962 萬 | 0.05% | +475,019+142.8% | 加碼 |
| Employees Provident Fund Board | 800,000 | $9,869 萬 | 1.23% | +90,000+12.7% | 加碼 |
| Polar Capital Holdings Plc | 763,939 | $9,424 萬 | 0.53% | +77,420+11.3% | 加碼 |
| Citigroup Inc | 720,281 | $8,885 萬 | 0.09% | +75,239+11.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 682,166 | $8,415 萬 | 1.85% | +682,166 | 新進 |
| Verition Fund Management LLC | 594,328 | $7,332 萬 | 0.37% | +5,689+1.0% | 加碼 |
| Primecap Management Co | 546,620 | $6,743 萬 | 0.05% | −22,870−4.0% | 減碼 |
| Invesco Ltd. | 526,215 | $6,491 萬 | 0.01% | +55,163+11.7% | 加碼 |
| Nuveen Asset Management, LLC | 521,174 | $6,429 萬 | 0.02% | 00.0% | 不變 |
| SEI Investments Co | 507,507 | $6,261 萬 | 0.08% | +83,489+19.7% | 加碼 |
| Man Group plc | 490,743 | $6,054 萬 | 0.18% | −68,757−12.3% | 減碼 |
| Acadian Asset Management LLC | 483,152 | $5,957 萬 | 0.17% | +475,161+5,946.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 470,533 | $5,804 萬 | 1.18% | +76,576+19.4% | 加碼 |
| PEAK6 LLC | 468,086 | $5,774 萬 | 2.26% | +468,086 | 新進 |
| Susquehanna International Group, LLP | 437,845 | $5,401 萬 | 0.08% | −235,880−35.0% | 減碼 |
| Citadel Advisors LLC | 433,349 | $5,346 萬 | 0.05% | −24,023−5.3% | 減碼 |
| IMC-Chicago, LLC | 424,908 | $5,242 萬 | 1.43% | +96,157+29.2% | 加碼 |
| Marshall Wace, LLP | 420,725 | $5,190 萬 | 0.07% | +420,725 | 新進 |
| Rafferty Asset Management, LLC | 407,653 | $5,029 萬 | 0.18% | −1,462−0.4% | 減碼 |
| State Street Corp | 402,517 | $4,965 萬 | 0.00% | +180,663+81.4% | 加碼 |
| Neuberger Berman Group LLC | 395,144 | $4,874 萬 | 0.04% | −751,228−65.5% | 減碼 |
| Twin Tree Management, LP | 361,471 | $4,459 萬 | 1.08% | +226,550+167.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 345,809 | $4,458 萬 | 0.18% | −13,296−3.7% | 減碼 |
| Capital Fund Management S.A. | 348,539 | $4,300 萬 | 0.43% | +286,059+457.8% | 加碼 |
| Wells Fargo & Company | 335,721 | $4,141 萬 | 0.01% | +1,160+0.3% | 加碼 |
| American Century Companies Inc | 331,284 | $4,087 萬 | 0.02% | +221,203+200.9% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 327,843 | $4,044 萬 | 0.44% | −17,586−5.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 310,913 | $3,835 萬 | 0.08% | +287,125+1,207.0% | 加碼 |
| Jane Street Group, LLC | 308,664 | $3,808 萬 | 0.06% | +247,408+403.9% | 加碼 |
| Banque Transatlantique SA | 298,614 | $3,744 萬 | 0.95% | +298,614 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 300,000 | $3,701 萬 | 0.14% | 00.0% | 不變 |
| Raymond James Financial Inc | 264,707 | $3,265 萬 | 0.01% | +264,707 | 新進 |
| D. E. Shaw & Co., Inc. | 256,099 | $3,159 萬 | 0.03% | −204,443−44.4% | 減碼 |
| Rheos Capital Works Inc. | 244,900 | $3,021 萬 | 1.67% | +56,000+29.6% | 加碼 |
| LPL Financial LLC | 234,004 | $2,887 萬 | 0.01% | +11,852+5.3% | 加碼 |
| CIBC World Markets Inc. | 219,613 | $2,709 萬 | 0.06% | +34,847+18.9% | 加碼 |
| Marsico Capital Management LLC | 216,553 | $2,671 萬 | 0.73% | +13,599+6.7% | 加碼 |
| Voya Investment Management LLC | 214,684 | $2,644 萬 | 0.03% | −19,795−8.4% | 減碼 |
| Woodline Partners LP | 213,238 | $2,631 萬 | 0.18% | +211,017+9,501.0% | 加碼 |
| Deutsche Bank AG | 204,499 | $2,523 萬 | 0.01% | +137,095+203.4% | 加碼 |
| Mark Asset Management LP | 201,900 | $2,491 萬 | 3.84% | −81,185−28.7% | 減碼 |
| Simplex Trading, LLC | 185,802 | $2,292 萬 | 0.65% | −81,947−30.6% | 減碼 |
| SG Americas Securities, LLC | 184,056 | $2,271 萬 | 0.10% | +184,056 | 新進 |
| Ameriprise Financial Inc | 182,726 | $2,254 萬 | 0.01% | +2,626+1.5% | 加碼 |
| Legal & General Group Plc | 179,202 | $2,211 萬 | 0.01% | +49,582+38.3% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 178,394 | $2,201 萬 | 0.62% | +156,784+725.5% | 加碼 |
| Royal Bank of Canada | 159,250 | $1,965 萬 | 0.00% | −40,626−20.3% | 減碼 |
| Telemark Asset Management, LLC | 150,000 | $1,850 萬 | 1.85% | 00.0% | 不變 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 150,000 | $1,850 萬 | 0.20% | 00.0% | 不變 |
| ProShare Advisors LLC | 148,866 | $1,836 萬 | 0.04% | +28,311+23.5% | 加碼 |
| Quinn Opportunity Partners LLC | 138,503 | $1,709 萬 | 1.23% | +2,000+1.5% | 加碼 |
| SBI Securities Co., Ltd. | 137,267 | $1,693 萬 | 0.52% | +137,267 | 新進 |
| NZS Capital, LLC | 135,534 | $1,672 萬 | 0.71% | +1,126+0.8% | 加碼 |
| State of Michigan Retirement System | 128,200 | $1,581 萬 | 0.08% | 00.0% | 不變 |
| Vident Advisory, LLC | 126,022 | $1,555 萬 | 0.27% | +70,782+128.1% | 加碼 |
| CWM, LLC | 118,116 | $1,457 萬 | 0.06% | +9,744+9.0% | 加碼 |
| Advisor Group Holdings, Inc. | 117,712 | $1,452 萬 | 0.03% | +3,383+3.0% | 加碼 |
| Liontrust Investment Partners LLP | 117,230 | $1,446 萬 | 0.21% | +70,230+149.4% | 加碼 |
| Alliancebernstein L.P. | 112,555 | $1,388 萬 | 0.00% | −7,894−6.6% | 減碼 |
| Alta Park Capital, LP | 111,338 | $1,373 萬 | 1.80% | +111,338 | 新進 |
| UBS Asset Management Americas Inc | 111,100 | $1,371 萬 | 0.00% | +104,550+1,596.2% | 加碼 |
| UNICOM Systems, Inc. | 110,840 | $1,367 萬 | 3.32% | +110,840 | 新進 |
| JPMorgan Chase & Co | 109,934 | $1,356 萬 | 0.00% | −588,903−84.3% | 減碼 |
| Franklin Street Advisors Inc | 108,895 | $1,343 萬 | 0.89% | −263−0.2% | 減碼 |
| Prudential PLC | 108,653 | $1,340 萬 | 0.07% | 00.0% | 不變 |
| Geode Capital Management, LLC | 108,531 | $1,339 萬 | 0.00% | +848+0.8% | 加碼 |
| Renaissance Capital LLC | 105,802 | $1,305 萬 | 8.56% | +690+0.7% | 加碼 |
| Bank of New York Mellon Corp | 105,300 | $1,299 萬 | 0.00% | +5,440+5.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 104,910 | $1,294 萬 | 0.04% | −14,562−12.2% | 減碼 |
| Westwood Holdings Group Inc. | 104,912 | $1,294 萬 | 0.10% | −5,367−4.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 95,775 | $1,182 萬 | 0.02% | −4,004−4.0% | 減碼 |
| Public Employees Retirement System of Ohio | 95,540 | $1,179 萬 | 0.04% | +95,540 | 新進 |
| Silvant Capital Management LLC | 94,403 | $1,165 萬 | 0.48% | −108−0.1% | 減碼 |
| Handelsbanken Fonder AB | 90,702 | $1,119 萬 | 0.04% | +90,702 | 新進 |
| United Capital Management of KS, Inc. | 90,671 | $1,119 萬 | 2.04% | +2,331+2.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 90,615 | $1,118 萬 | 0.59% | +53,606+144.8% | 加碼 |
| Westend Capital Management, LLC | 82,901 | $1,023 萬 | 3.04% | +572+0.7% | 加碼 |
| HSBC Holdings PLC | 80,450 | $994.5 萬 | 0.01% | +7,251+9.9% | 加碼 |
| Stony Point Capital LLC | 78,533 | $968.8 萬 | 2.23% | 00.0% | 不變 |