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。
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
- 7,574 萬
- 較 2024 年第 4 季 +1,199 萬 (+18.8%)
- 總市值
- $80.9 億
- 較 2024 年第 4 季 +$2.35 億 (+3.0%)
- 新進機構
- 106
- 另有 258 家加碼
- 清倉機構
- 98
- 另有 174 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 | $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 |
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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 13,969 | $149.2 萬 | 0.05% | +13,969 | 新進 |
| Oak Grove Capital LLC | 14,000 | $149.5 萬 | 0.36% | +11,700+508.7% | 加碼 |
| Daiwa Securities Group Inc. | 14,153 | $151.1 萬 | 0.01% | +4,399+45.1% | 加碼 |
| Shelton Capital Management | 14,283 | $152.5 萬 | 0.04% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 14,411 | $153.9 萬 | 0.03% | +606+4.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 14,453 | $154.3 萬 | 0.02% | −3,247−18.3% | 減碼 |
| Van Eck Associates Corp | 14,641 | $156.4 萬 | 0.00% | +4,880+50.0% | 加碼 |
| Cerity Partners LLC | 14,671 | $156.7 萬 | 0.00% | +2,358+19.2% | 加碼 |
| Capital International Inc | 14,899 | $159.1 萬 | 0.02% | +14,899 | 新進 |
| Profund Advisors LLC | 14,972 | $159.9 萬 | 0.07% | +1,151+8.3% | 加碼 |
| KP Management LLC | 15,000 | $160.2 萬 | 0.61% | 00.0% | 不變 |
| Warm Springs Advisors Inc. | 15,005 | $160.2 萬 | 1.61% | 00.0% | 不變 |
| Southern Capital Advisors, LLC | 15,101 | $161.3 萬 | 0.89% | +15,101 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,234 | $162.7 萬 | 0.02% | +10,704+236.3% | 加碼 |
| Mercer Global Advisors Inc | 18,848 | $164.6 萬 | 0.00% | +30+0.2% | 加碼 |
| Alberta Investment Management Corp | 15,420 | $164.7 萬 | 0.01% | −2,175−12.4% | 減碼 |
| Advisory Services Network, LLC | 15,572 | $166.3 萬 | 0.03% | −2,100−11.9% | 減碼 |
| Cresset Asset Management, LLC | 15,592 | $166.5 萬 | 0.01% | +4,135+36.1% | 加碼 |
| Chicago Capital, LLC | 15,653 | $167.2 萬 | 0.05% | +3,349+27.2% | 加碼 |
| Morse Asset Management, Inc | 15,761 | $168.3 萬 | 0.42% | +13,727+674.9% | 加碼 |
| Savoie Capital LLC | 13,700 | $169.0 萬 | 0.20% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 16,351 | $174.6 萬 | 0.94% | +400+2.5% | 加碼 |
| Rakuten Investment Management, Inc. | 16,210 | $174.7 萬 | 0.01% | +16,210 | 新進 |
| Snowden Capital Advisors LLC | 16,398 | $175.1 萬 | 0.06% | −569−3.4% | 減碼 |
| Mitchell Capital Management Co | 16,400 | $175.1 萬 | 0.33% | +424+2.7% | 加碼 |
| SG Americas Securities, LLC | 16,479 | $176.0 萬 | 0.01% | −167,577−91.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 16,571 | $177.0 萬 | 0.40% | +278+1.7% | 加碼 |
| Wolverine Trading, LLC | 16,614 | $179.1 萬 | 0.06% | −27,908−62.7% | 減碼 |
| Next Century Growth Investors LLC | 16,916 | $180.6 萬 | 0.16% | +13+0.1% | 加碼 |
| Fifth Third Bancorp | 17,322 | $185.0 萬 | 0.01% | −2,305−11.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,452 | $186.4 萬 | 0.01% | +13,232+313.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,689 | $188.9 萬 | 0.02% | +2,155+13.9% | 加碼 |
| Independent Financial Group, LLC | 18,183 | $194.2 萬 | 0.07% | −1,737−8.7% | 減碼 |
| Haven Capital Group, Inc. | 18,336 | $195.8 萬 | 2.16% | −1,091−5.6% | 減碼 |
| Westwood Wealth Management | 18,350 | $196.0 萬 | 0.84% | +8,625+88.7% | 加碼 |
| Smith Group Asset Management, LLC | 19,200 | $205.0 萬 | 0.15% | −4,800−20.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 19,200 | $205.0 萬 | 0.08% | −526−2.7% | 減碼 |
| Driehaus Capital Management LLC | 19,317 | $206.3 萬 | 0.02% | +19,317 | 新進 |
| Virtu Financial LLC | 19,318 | $206.3 萬 | 0.11% | −48,662−71.6% | 減碼 |
| Modus Advisors, LLC | 19,455 | $207.8 萬 | 0.68% | +1,520+8.5% | 加碼 |
| Renaissance Technologies LLC | 19,500 | $208.2 萬 | 0.00% | +19,500 | 新進 |
| Nomura Asset Management Co Ltd | 20,373 | $217.6 萬 | 0.01% | +4,892+31.6% | 加碼 |
| Rockefeller Capital Management L.P. | 20,428 | $218.2 萬 | 0.01% | +4,604+29.1% | 加碼 |
| Tower View Investment Management & Research LLC | 20,569 | $219.7 萬 | 1.28% | +5,937+40.6% | 加碼 |
| Guardian Capital LP | 20,616 | $220.2 萬 | 0.09% | +387+1.9% | 加碼 |
| Ascent Wealth Partners, LLC | 20,646 | $220.5 萬 | 0.30% | +401+2.0% | 加碼 |
| Mission Wealth Management, LP | 21,297 | $227.4 萬 | 0.06% | +19,730+1,259.1% | 加碼 |
| GAM Holding AG | 21,619 | $230.9 萬 | 0.18% | +2,896+15.5% | 加碼 |
| Rakuten Securities, Inc. | 21,754 | $232.3 萬 | 1.17% | −6,157−22.1% | 減碼 |
| PFG Investments, LLC | 21,953 | $234.4 萬 | 0.15% | +3,759+20.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 22,113 | $236.1 萬 | 0.03% | +17,263+355.9% | 加碼 |
| GWN Securities Inc. | 17,778 | $236.5 萬 | 0.13% | +17,778 | 新進 |
| Sofos Investments, Inc. | 22,370 | $238.9 萬 | 0.52% | +22,370 | 新進 |
| GPS Wealth Strategies Group, LLC | 22,467 | $239.9 萬 | 0.32% | +296+1.3% | 加碼 |
| CIBC Asset Management Inc | 22,583 | $241.2 萬 | 0.01% | +940+4.3% | 加碼 |
| Icapital Wealth LLC | 22,618 | $241.5 萬 | 1.47% | −375−1.6% | 減碼 |
| Robocap Asset Management Ltd | 23,754 | $253.7 萬 | 1.90% | +23,754 | 新進 |
| Dakota Wealth Management | 24,083 | $257.2 萬 | 0.06% | +9,120+61.0% | 加碼 |
| LMR Partners LLP | 24,351 | $260.0 萬 | 0.05% | +24,351 | 新進 |
| Vontobel Holding Ltd. | 24,630 | $263.0 萬 | 0.01% | −16,518−40.1% | 減碼 |
| GF Fund Management Co. Ltd. | 24,797 | $264.8 萬 | 0.06% | +522+2.2% | 加碼 |
| Telligent Fund, LP | 25,000 | $267.0 萬 | 2.97% | −2,000−7.4% | 減碼 |
| HighTower Advisors, LLC | 25,321 | $270.4 萬 | 0.00% | −14,681−36.7% | 減碼 |
| Capital International Ltd | 25,475 | $272.0 萬 | 0.12% | +25,475 | 新進 |
| Price T Rowe Associates Inc | 25,751 | $275.1 萬 | 0.00% | +15,751+157.5% | 加碼 |
| Groupe la Francaise | 24,642 | $277.1 萬 | 0.06% | +6,307+34.4% | 加碼 |
| Elite Wealth Management, Inc. | 26,228 | $280.1 萬 | 0.81% | −15,209−36.7% | 減碼 |
| Balyasny Asset Management LLC | 26,307 | $280.9 萬 | 0.01% | +11,865+82.2% | 加碼 |
| Adams Wealth Management | 26,431 | $282.3 萬 | 0.55% | +3,214+13.8% | 加碼 |
| CacheTech Inc. | 26,431 | $282.3 萬 | 0.55% | +3,214+13.8% | 加碼 |
| Mariner, LLC | 26,702 | $285.2 萬 | 0.00% | +4,539+20.5% | 加碼 |
| USS Investment Management Ltd | 28,076 | $299.9 萬 | 0.02% | 00.0% | 不變 |
| National Bank of Canada | 28,886 | $308.5 萬 | 0.00% | +1,806+6.7% | 加碼 |
| Clear Street Derivatives LLC | 29,257 | $312.4 萬 | 0.05% | +29,257 | 新進 |
| Cantor Fitzgerald, L. P. | 29,561 | $315.7 萬 | 0.12% | +29,561 | 新進 |
| Erste Asset Management GmbH | 30,000 | $323.4 萬 | 0.04% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 30,949 | $330.5 萬 | 0.00% | −19,537−38.7% | 減碼 |
| Blue Fin Capital, Inc. | 31,008 | $331.1 萬 | 0.64% | +144+0.5% | 加碼 |
| Janney Montgomery Scott LLC | 31,577 | $337.2 萬 | 0.01% | +4,742+17.7% | 加碼 |
| Mizuho Markets Cayman LP | 31,757 | $339.1 萬 | 14.13% | −727−2.2% | 減碼 |
| Headlands Technologies LLC | 32,410 | $346.1 萬 | 0.39% | +32,410 | 新進 |
| Cetera Investment Advisers | 32,515 | $347.2 萬 | 0.01% | −8,460−20.6% | 減碼 |
| GWM Advisors LLC | 32,874 | $351.1 萬 | 0.02% | −3,634−10.0% | 減碼 |
| TD Asset Management Inc | 33,057 | $353.0 萬 | 0.00% | +501+1.5% | 加碼 |
| Charles Schwab Investment Management Inc | 33,079 | $353.3 萬 | 0.00% | +6,888+26.3% | 加碼 |
| Toroso Investments, LLC | 33,787 | $360.8 萬 | 0.03% | −3,771−10.0% | 減碼 |
| Venture Visionary Partners LLC | 33,810 | $361.1 萬 | 0.15% | +3,165+10.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,987 | $362.9 萬 | 0.00% | +4,493+15.2% | 加碼 |
| Ardsley Advisory Partners LP | 34,850 | $372.2 萬 | 0.86% | +14,850+74.3% | 加碼 |
| Millennium Management LLC | 36,115 | $385.7 萬 | 0.00% | −12,118−25.1% | 減碼 |
| Leonteq Securities AG | 36,446 | $385.7 萬 | 0.29% | +23,071+172.5% | 加碼 |
| Covenant Asset Management, LLC | 36,302 | $387.7 萬 | 0.97% | −2,564−6.6% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 36,770 | $392.7 萬 | 1.85% | −10,630−22.4% | 減碼 |
| Creative Planning | 36,856 | $393.6 萬 | 0.00% | +925+2.6% | 加碼 |
| Pinnacle Associates Ltd | 37,017 | $395.3 萬 | 0.06% | −1,620−4.2% | 減碼 |
| Exchange Traded Concepts, LLC | 37,759 | $403.2 萬 | 0.07% | −1,171−3.0% | 減碼 |
| Guggenheim Capital LLC | 38,314 | $409.2 萬 | 0.04% | −6,265−14.1% | 減碼 |
| Capital International Sarl | 38,914 | $415.6 萬 | 0.09% | +38,914 | 新進 |
| Jackson Square Capital, LLC | 39,434 | $421.1 萬 | 1.37% | −433−1.1% | 減碼 |
| Jones Financial Companies LLLP | 39,483 | $425.6 萬 | 0.00% | +11,131+39.3% | 加碼 |