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 $350.1 億；Altimeter 資本、杜肯家族辦公室等 3 位大師持有。
2025 年第 1 季 13F 持有人
Arm Holdings PLC 在 2025/3/31 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
- 636
- 較 2024 年第 4 季 +8 家
- 持有股數
- 7,595 萬
- 較 2024 年第 4 季 +1,213 萬 (+19.0%)
- 總市值
- $81.1 億
- 較 2024 年第 4 季 +$2.49 億 (+3.2%)
- 新進機構
- 106
- 另有 259 家加碼
- 清倉機構
- 98
- 另有 175 家減碼
另有 13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $350.1 億 |
| 2026 年第 1 季 | 745 | $138.6 億 |
| 2025 年第 4 季 | 654 | $91.0 億 |
| 2025 年第 3 季 | 659 | $108.1 億 |
| 2025 年第 2 季 | 669 | $132.2 億 |
| 2025 年第 1 季 | 636 | $81.1 億 |
| 2024 年第 4 季 | 641 | $79.4 億 |
| 2024 年第 3 季 | 615 | $87.7 億 |
| 2024 年第 2 季 | 568 | $100.9 億 |
| 2024 年第 1 季 | 410 | $80.0 億 |
| 2023 年第 4 季 | 272 | $59.3 億 |
| 2023 年第 3 季 | 210 | $40.1 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 |
2025 年第 1 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 4 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 | 5,204,100 | $5.56 億 | 0.65% | +1,529,953+41.6% | 加碼 |
| Capital World Investors | 4,932,888 | $5.27 億 | 0.09% | +4,932,888 | 新進 |
| Goldman Sachs Group Inc | 3,690,654 | $3.94 億 | 0.07% | +419,924+12.8% | 加碼 |
| BlackRock, Inc. | 3,466,298 | $3.70 億 | 0.01% | +503,034+17.0% | 加碼 |
| Schroder Investment Management Group | 3,349,273 | $3.58 億 | 0.36% | +294,942+9.7% | 加碼 |
| Artisan Partners Limited Partnership | 3,338,996 | $3.57 億 | 0.58% | +687,507+25.9% | 加碼 |
| Morgan Stanley | 3,158,186 | $3.37 億 | 0.02% | −84,315−2.6% | 減碼 |
| UBS Group AG | 2,855,025 | $3.05 億 | 0.07% | +956,835+50.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,189,108 | $2.34 億 | 0.18% | +1,262,691+136.3% | 加碼 |
| Alphabet Inc. | 1,960,784 | $2.09 億 | 13.28% | 00.0% | 不變 |
| FMR LLC | 1,859,144 | $1.99 億 | 0.01% | −340,053−15.5% | 減碼 |
| Sustainable Growth Advisers, LP | 1,594,594 | $1.70 億 | 0.95% | +1,594,594 | 新進 |
| Mubadala Investment Co PJSC | 1,501,960 | $1.60 億 | 0.91% | 00.0% | 不變 |
| Bank of America Corp | 1,308,594 | $1.40 億 | 0.01% | −129,101−9.0% | 減碼 |
| PEAK6 LLC | 1,173,169 | $1.25 億 | 4.90% | +705,083+150.6% | 加碼 |
| Franklin Resources Inc | 1,108,131 | $1.18 億 | 0.03% | +181,492+19.6% | 加碼 |
| NVIDIA Corp | 1,101,249 | $1.18 億 | 10.25% | 00.0% | 不變 |
| Wellington Management Group LLP | 1,048,552 | $1.12 億 | 0.02% | −27,422−2.5% | 減碼 |
| Employees Provident Fund Board | 1,000,000 | $1.07 億 | 1.21% | +200,000+25.0% | 加碼 |
| Susquehanna International Group, LLP | 992,145 | $1.06 億 | 0.17% | +554,300+126.6% | 加碼 |
| Walleye Trading LLC | 922,778 | $9,854 萬 | 2.80% | +29,283+3.3% | 加碼 |
| First Trust Advisors LP | 906,849 | $9,684 萬 | 0.09% | +18,032+2.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 866,496 | $9,272 萬 | 0.30% | +57,543+7.1% | 加碼 |
| Loomis Sayles & Co L P | 844,776 | $9,021 萬 | 0.13% | −9,748−1.1% | 減碼 |
| Robeco Schweiz AG | 778,291 | $8,311 萬 | 2.04% | −66,714−7.9% | 減碼 |
| Barclays PLC | 770,375 | $8,227 萬 | 0.04% | −37,184−4.6% | 減碼 |
| American Century Companies Inc | 703,365 | $7,511 萬 | 0.05% | +372,081+112.3% | 加碼 |
| Citigroup Inc | 683,401 | $7,298 萬 | 0.06% | −36,880−5.1% | 減碼 |
| SEI Investments Co | 630,767 | $6,736 萬 | 0.09% | +123,260+24.3% | 加碼 |
| Polar Capital Holdings Plc | 611,759 | $6,533 萬 | 0.40% | −152,180−19.9% | 減碼 |
| Invesco Ltd. | 576,020 | $6,151 萬 | 0.01% | +49,805+9.5% | 加碼 |
| Twin Tree Management, LP | 548,968 | $5,862 萬 | 1.29% | +187,497+51.9% | 加碼 |
| Capula Management Ltd | 544,813 | $5,818 萬 | 0.43% | +544,813 | 新進 |
| Zevenbergen Capital Investments LLC | 471,527 | $5,035 萬 | 1.23% | +994+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 438,926 | $4,729 萬 | 0.19% | +93,117+26.9% | 加碼 |
| AXA S.A. | 421,922 | $4,506 萬 | 0.15% | +413,293+4,789.6% | 加碼 |
| Voya Investment Management LLC | 411,676 | $4,386 萬 | 0.02% | +196,992+91.8% | 加碼 |
| Man Group plc | 398,463 | $4,255 萬 | 0.13% | −92,280−18.8% | 減碼 |
| Rafferty Asset Management, LLC | 387,011 | $4,133 萬 | 0.18% | −20,642−5.1% | 減碼 |
| State Street Corp | 384,789 | $4,109 萬 | 0.00% | −17,728−4.4% | 減碼 |
| Wells Fargo & Company | 373,290 | $3,986 萬 | 0.01% | +37,569+11.2% | 加碼 |
| Group One Trading, L.P. | 356,137 | $3,803 萬 | 1.58% | +356,137 | 新進 |
| Gilder Gagnon Howe & Co LLC | 346,426 | $3,699 萬 | 0.48% | +18,583+5.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 330,815 | $3,533 萬 | 0.08% | +19,902+6.4% | 加碼 |
| Capital Fund Management S.A. | 320,858 | $3,426 萬 | 0.44% | −27,681−7.9% | 減碼 |
| Neuberger Berman Group LLC | 309,967 | $3,310 萬 | 0.03% | −85,177−21.6% | 減碼 |
| Marshall Wace, LLP | 275,743 | $2,945 萬 | 0.04% | −144,982−34.5% | 減碼 |
| Raymond James Financial Inc | 273,687 | $2,923 萬 | 0.01% | +8,980+3.4% | 加碼 |
| Primecap Management Co | 273,610 | $2,922 萬 | 0.02% | −273,010−49.9% | 減碼 |
| Jane Street Group, LLC | 269,184 | $2,875 萬 | 0.05% | −39,480−12.8% | 減碼 |
| CIBC World Markets Inc. | 253,347 | $2,705 萬 | 0.06% | +33,734+15.4% | 加碼 |
| LPL Financial LLC | 252,933 | $2,701 萬 | 0.01% | +18,929+8.1% | 加碼 |
| Simplex Trading, LLC | 252,824 | $2,700 萬 | 0.96% | +67,022+36.1% | 加碼 |
| IMC-Chicago, LLC | 252,432 | $2,696 萬 | 1.05% | −172,476−40.6% | 減碼 |
| Mark Asset Management LP | 241,896 | $2,583 萬 | 3.89% | +39,996+19.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 240,571 | $2,569 萬 | 0.83% | −441,595−64.7% | 減碼 |
| Vident Advisory, LLC | 236,312 | $2,524 萬 | 0.37% | +110,290+87.5% | 加碼 |
| Deutsche Bank AG | 232,743 | $2,485 萬 | 0.01% | +28,244+13.8% | 加碼 |
| JPMorgan Chase & Co | 206,228 | $2,456 萬 | 0.00% | +96,294+87.6% | 加碼 |
| Citadel Advisors LLC | 229,260 | $2,448 萬 | 0.02% | −204,089−47.1% | 減碼 |
| Marsico Capital Management LLC | 207,650 | $2,217 萬 | 0.76% | −8,903−4.1% | 減碼 |
| Banque Transatlantique SA | 200,420 | $2,141 萬 | 0.65% | −98,194−32.9% | 減碼 |
| Royal Bank of Canada | 192,126 | $2,052 萬 | 0.00% | +32,876+20.6% | 加碼 |
| NZS Capital, LLC | 191,331 | $2,043 萬 | 0.92% | +55,797+41.2% | 加碼 |
| Liontrust Investment Partners LLP | 191,182 | $2,042 萬 | 0.32% | +73,952+63.1% | 加碼 |
| Ameriprise Financial Inc | 189,462 | $2,023 萬 | 0.01% | +6,736+3.7% | 加碼 |
| Jefferies Financial Group Inc. | 183,212 | $1,957 萬 | 0.34% | +183,212 | 新進 |
| Verition Fund Management LLC | 182,448 | $1,948 萬 | 0.11% | −411,880−69.3% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 175,600 | $1,875 萬 | 0.38% | +175,600 | 新進 |
| ProShare Advisors LLC | 174,711 | $1,866 萬 | 0.04% | +25,845+17.4% | 加碼 |
| Alliancebernstein L.P. | 163,444 | $1,745 萬 | 0.01% | +50,889+45.2% | 加碼 |
| Legal & General Group Plc | 161,481 | $1,723 萬 | 0.00% | −17,721−9.9% | 減碼 |
| Dock Street Asset Management Inc | 151,321 | $1,616 萬 | 1.91% | +102,310+208.7% | 加碼 |
| Bank of Montreal | 146,119 | $1,560 萬 | 0.01% | +99,132+211.0% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 139,551 | $1,490 萬 | 0.13% | −10,449−7.0% | 減碼 |
| Nwi Management LP | 135,000 | $1,442 萬 | 1.92% | +135,000 | 新進 |
| SBI Securities Co., Ltd. | 130,078 | $1,389 萬 | 0.46% | −7,189−5.2% | 減碼 |
| State of Michigan Retirement System | 128,200 | $1,369 萬 | 0.08% | 00.0% | 不變 |
| CWM, LLC | 127,737 | $1,364 萬 | 0.05% | +9,621+8.1% | 加碼 |
| Advisor Group Holdings, Inc. | 122,383 | $1,307 萬 | 0.03% | +4,671+4.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 118,279 | $1,263 萬 | 0.71% | +27,664+30.5% | 加碼 |
| Stony Point Capital LLC | 114,992 | $1,228 萬 | 1.33% | +36,459+46.4% | 加碼 |
| Acadian Asset Management LLC | 114,711 | $1,224 萬 | 0.03% | −368,441−76.3% | 減碼 |
| Renaissance Capital LLC | 112,350 | $1,200 萬 | 9.26% | +6,548+6.2% | 加碼 |
| Natixis | 112,371 | $1,179 萬 | 0.07% | +112,371 | 新進 |
| Geode Capital Management, LLC | 110,018 | $1,175 萬 | 0.00% | +1,487+1.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 109,720 | $1,172 萬 | 0.04% | +4,810+4.6% | 加碼 |
| Prudential PLC | 108,653 | $1,160 萬 | 0.06% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 108,639 | $1,160 萬 | 0.82% | −256−0.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 107,728 | $1,150 萬 | 0.02% | +11,953+12.5% | 加碼 |
| Westwood Holdings Group Inc. | 103,466 | $1,105 萬 | 0.08% | −1,446−1.4% | 減碼 |
| Bank of New York Mellon Corp | 101,960 | $1,089 萬 | 0.00% | −3,340−3.2% | 減碼 |
| Telemark Asset Management, LLC | 100,000 | $1,068 萬 | 1.40% | −50,000−33.3% | 減碼 |
| Botty Investors LLC | 98,039 | $1,047 萬 | 3.44% | +98,039 | 新進 |
| Silvant Capital Management LLC | 94,642 | $1,011 萬 | 0.46% | +239+0.3% | 加碼 |
| United Capital Management of KS, Inc. | 94,210 | $1,006 萬 | 2.08% | +3,539+3.9% | 加碼 |
| UNICOM Systems, Inc. | 89,000 | $950.4 萬 | 1.93% | −21,840−19.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 90,059 | $949.5 萬 | 0.10% | +26,313+41.3% | 加碼 |
| Quinn Opportunity Partners LLC | 88,436 | $944.4 萬 | 0.66% | −50,067−36.1% | 減碼 |
| Blair William & Co | 88,436 | $944.4 萬 | 0.03% | +11,056+14.3% | 加碼 |