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 |
|---|---|---|---|---|---|
| Blair William & Co | 77,380 | $954.6 萬 | 0.03% | +28,217+57.4% | 加碼 |
| New York State Common Retirement Fund | 73,235 | $903.4 萬 | 0.01% | +41,760+132.7% | 加碼 |
| Broadleaf Partners, LLC | 73,192 | $902.9 萬 | 2.11% | −891−1.2% | 減碼 |
| Pinebridge Investments, L.P. | 71,063 | $876.6 萬 | 0.07% | +1,590+2.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,773 | $843.3 萬 | 0.01% | +11,287+23.3% | 加碼 |
| Colony Group, LLC | 68,138 | $840.6 萬 | 0.02% | +3,500+5.4% | 加碼 |
| Virtu Financial LLC | 67,980 | $838.6 萬 | 0.44% | +59,846+735.8% | 加碼 |
| APG Asset Management N.V. | 68,300 | $813.7 萬 | 0.02% | +68,300 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 63,746 | $798.1 萬 | 0.08% | +56,273+753.0% | 加碼 |
| Nissay Asset Management Corp | 59,483 | $768.5 萬 | 0.05% | +6,905+13.1% | 加碼 |
| Nomura Holdings Inc | 60,549 | $746.9 萬 | 0.04% | −278,345−82.1% | 減碼 |
| Allianz Asset Management GmbH | 60,213 | $742.8 萬 | 0.01% | +30,222+100.8% | 加碼 |
| La Banque Postale Asset Management SA | 59,400 | $732.8 萬 | 0.10% | +59,400 | 新進 |
| Victory Capital Management Inc | 57,611 | $710.7 萬 | 0.01% | +1,190+2.1% | 加碼 |
| Jump Financial, LLC | 55,377 | $683.1 萬 | 0.14% | +16,984+44.2% | 加碼 |
| Oppenheimer & Co Inc | 53,784 | $663.5 萬 | 0.10% | −6,830−11.3% | 減碼 |
| Commonwealth Equity Services, LLC | 51,341 | $633.3 萬 | 0.01% | +7,695+17.6% | 加碼 |
| Canada Pension Plan Investment Board | 50,486 | $622.8 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Securities (USA) Inc. | 50,131 | $618.4 萬 | 0.29% | −50,176−50.0% | 減碼 |
| Dock Street Asset Management Inc | 49,011 | $604.6 萬 | 0.72% | +4,020+8.9% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 47,400 | $596.8 萬 | 2.37% | −385−0.8% | 減碼 |
| Millennium Management LLC | 48,233 | $595.0 萬 | 0.01% | +10,637+28.3% | 加碼 |
| Bank of Montreal | 46,987 | $579.6 萬 | 0.00% | +10,535+28.9% | 加碼 |
| Ratan Capital Management LP | 42,099 | $572.5 萬 | 0.88% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 40,344 | $566.8 萬 | 0.31% | +40,344 | 新進 |
| Wolverine Trading, LLC | 44,522 | $560.6 萬 | 0.13% | +29,812+202.7% | 加碼 |
| J. Goldman & Co LP | 45,000 | $555.1 萬 | 0.20% | +45,000 | 新進 |
| Guggenheim Capital LLC | 44,579 | $549.9 萬 | 0.05% | −5,087−10.2% | 減碼 |
| Stifel Financial Corp | 44,315 | $546.7 萬 | 0.01% | +3,145+7.6% | 加碼 |
| Envestnet Asset Management Inc | 43,124 | $532.0 萬 | 0.00% | +353+0.8% | 加碼 |
| Elite Wealth Management, Inc. | 41,437 | $511.2 萬 | 1.20% | −101−0.2% | 減碼 |
| Vontobel Holding Ltd. | 41,148 | $507.6 萬 | 0.02% | +15,046+57.6% | 加碼 |
| Cetera Investment Advisers | 40,975 | $505.5 萬 | 0.01% | −4,806−10.5% | 減碼 |
| Longitude (Cayman) Ltd. | 40,500 | $499.6 萬 | 5.73% | +14,000+52.8% | 加碼 |
| Maytus Capital Management, LLC | 40,500 | $499.6 萬 | 1.75% | +40,500 | 新進 |
| HighTower Advisors, LLC | 40,002 | $493.5 萬 | 0.01% | +3,150+8.5% | 加碼 |
| Jackson Square Capital, LLC | 39,867 | $491.8 萬 | 1.19% | −15,445−27.9% | 減碼 |
| Exchange Traded Concepts, LLC | 38,930 | $480.2 萬 | 0.10% | −912−2.3% | 減碼 |
| Covenant Asset Management, LLC | 38,866 | $479.5 萬 | 1.06% | +6,554+20.3% | 加碼 |
| Pinnacle Associates Ltd | 38,637 | $476.6 萬 | 0.06% | +4,037+11.7% | 加碼 |
| Toroso Investments, LLC | 37,558 | $463.3 萬 | 0.04% | +8,091+27.5% | 加碼 |
| GWM Advisors LLC | 36,508 | $450.4 萬 | 0.03% | −1,400−3.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 35,942 | $443.4 萬 | 0.00% | +5,833+19.4% | 加碼 |
| Creative Planning | 35,931 | $443.2 萬 | 0.00% | −2,051−5.4% | 減碼 |
| Squarepoint Ops LLC | 35,095 | $432.9 萬 | 0.01% | −144,438−80.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 35,175 | $432.9 萬 | 0.20% | +15,073+75.0% | 加碼 |
| NCP Inc. | 35,000 | $431.8 萬 | 2.22% | 00.0% | 不變 |
| TD Asset Management Inc | 32,556 | $401.6 萬 | 0.00% | −280−0.9% | 減碼 |
| Mizuho Markets Cayman LP | 32,484 | $400.7 萬 | 9.93% | +1,101+3.5% | 加碼 |
| Erste Asset Management GmbH | 30,000 | $387.6 萬 | 0.05% | −50,000−62.5% | 減碼 |
| Concentric Capital Strategies, LP | 31,167 | $384.5 萬 | 0.24% | +25,362+436.9% | 加碼 |
| Blue Fin Capital, Inc. | 30,864 | $380.7 萬 | 0.70% | +1,611+5.5% | 加碼 |
| Venture Visionary Partners LLC | 30,645 | $378.0 萬 | 0.16% | +19,800+182.6% | 加碼 |
| Optiver Holding B.V. | 30,123 | $371.6 萬 | 0.12% | −64,131−68.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,494 | $363.8 萬 | 0.00% | −1,993−6.3% | 減碼 |
| Credit Agricole S A | 29,345 | $362.0 萬 | 0.01% | +11,084+60.7% | 加碼 |
| Jones Financial Companies LLLP | 28,352 | $349.8 萬 | 0.00% | +5,328+23.1% | 加碼 |
| Atika Capital Management LLC | 28,100 | $346.6 萬 | 0.45% | +18,100+181.0% | 加碼 |
| USS Investment Management Ltd | 28,076 | $346.3 萬 | 0.03% | −1,188−4.1% | 減碼 |
| Rakuten Securities, Inc. | 27,911 | $344.3 萬 | 1.36% | −35,799−56.2% | 減碼 |
| Two Sigma Advisers, LP | 27,600 | $340.5 萬 | 0.01% | +4,000+16.9% | 加碼 |
| National Bank of Canada | 27,080 | $334.1 萬 | 0.00% | +17,877+194.3% | 加碼 |
| Telligent Fund, LP | 27,000 | $333.1 萬 | 3.17% | +27,000 | 新進 |
| Janney Montgomery Scott LLC | 26,835 | $331.0 萬 | 0.01% | −11,218−29.5% | 減碼 |
| David J Yvars Group | 26,445 | $326.2 萬 | 1.99% | −2,807−9.6% | 減碼 |
| Charles Schwab Investment Management Inc | 26,191 | $323.1 萬 | 0.00% | +7,734+41.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 26,166 | $322.8 萬 | 0.83% | +12,507+91.6% | 加碼 |
| AE Wealth Management LLC | 25,998 | $320.7 萬 | 0.03% | −1,932−6.9% | 減碼 |
| GF Fund Management Co. Ltd. | 24,275 | $299.5 萬 | 0.07% | +24,275 | 新進 |
| Smith Group Asset Management, LLC | 24,000 | $296.1 萬 | 0.22% | +24,000 | 新進 |
| Tower Research Capital LLC (TRC) | 23,608 | $291.2 萬 | 0.06% | +16,498+232.0% | 加碼 |
| Adams Wealth Management | 23,217 | $286.4 萬 | 0.55% | −20.0% | 減碼 |
| CacheTech Inc. | 23,217 | $286.4 萬 | 0.54% | −20.0% | 減碼 |
| Icapital Wealth LLC | 22,993 | $283.6 萬 | 1.62% | −2,562−10.0% | 減碼 |
| Andar Capital Management HK Ltd | 22,400 | $276.3 萬 | 3.56% | +22,400 | 新進 |
| GPS Wealth Strategies Group, LLC | 22,171 | $273.5 萬 | 0.35% | +5,183+30.5% | 加碼 |
| Mariner, LLC | 22,163 | $273.4 萬 | 0.00% | +562+2.6% | 加碼 |
| CIBC Asset Management Inc | 21,643 | $267.0 萬 | 0.01% | +1,058+5.1% | 加碼 |
| Royal Fund Management, LLC | 21,300 | $262.8 萬 | 0.29% | +21,300 | 新進 |
| Financial Gravity Companies, Inc. | 21,287 | $262.6 萬 | 0.60% | +21,287 | 新進 |
| ExodusPoint Capital Management, LP | 20,761 | $256.1 萬 | 0.03% | +20,761 | 新進 |
| CMT Capital Markets Trading GmbH | 20,408 | $251.8 萬 | 1.50% | −292−1.4% | 減碼 |
| Ascent Wealth Partners, LLC | 20,245 | $249.7 萬 | 0.34% | +512+2.6% | 加碼 |
| Guardian Capital LP | 20,229 | $249.5 萬 | 0.09% | +1,421+7.6% | 加碼 |
| New Age Alpha Advisors, LLC | 20,000 | $246.7 萬 | 0.10% | −15,000−42.9% | 減碼 |
| Ardsley Advisory Partners LP | 20,000 | $246.7 萬 | 0.48% | +20,000 | 新進 |
| Independent Financial Group, LLC | 19,920 | $245.7 萬 | 0.08% | −141−0.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 19,726 | $243.3 萬 | 0.09% | +495+2.6% | 加碼 |
| Fifth Third Bancorp | 19,627 | $242.1 萬 | 0.01% | −743−3.6% | 減碼 |
| Centiva Capital, LP | 19,538 | $241.0 萬 | 0.09% | +15,179+348.2% | 加碼 |
| Groupe la Francaise | 18,335 | $240.6 萬 | 0.06% | +18,335 | 新進 |
| Haven Capital Group, Inc. | 19,427 | $239.7 萬 | 2.25% | +19,427 | 新進 |
| Churchill Management Corp | 18,803 | $232.0 萬 | 0.03% | +18,803 | 新進 |
| GAM Holding AG | 18,723 | $231.0 萬 | 0.17% | −974−4.9% | 減碼 |
| PFG Investments, LLC | 18,194 | $224.4 萬 | 0.14% | −1,619−8.2% | 減碼 |
| Modus Advisors, LLC | 17,935 | $221.2 萬 | 0.69% | +13,453+300.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 17,700 | $219.1 萬 | 0.02% | +12,300+227.8% | 加碼 |
| Advisory Services Network, LLC | 17,672 | $218.0 萬 | 0.04% | +978+5.9% | 加碼 |
| Alberta Investment Management Corp | 17,595 | $217.1 萬 | 0.01% | −2,983−14.5% | 減碼 |
| Snowden Capital Advisors LLC | 16,967 | $209.3 萬 | 0.07% | −369−2.1% | 減碼 |