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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 40,679 | $434.4 萬 | 0.02% | +11,334+38.6% | 加碼 |
| Envestnet Asset Management Inc | 41,159 | $439.5 萬 | 0.00% | −1,965−4.6% | 減碼 |
| Oppenheimer & Co Inc | 41,478 | $442.9 萬 | 0.07% | −12,306−22.9% | 減碼 |
| New York State Common Retirement Fund | 41,672 | $445.0 萬 | 0.01% | −31,563−43.1% | 減碼 |
| Nomura Holdings Inc | 41,832 | $446.7 萬 | 0.02% | −18,717−30.9% | 減碼 |
| Quantbot Technologies LP | 42,113 | $449.7 萬 | 0.14% | +37,565+826.0% | 加碼 |
| Woodline Partners LP | 45,802 | $489.1 萬 | 0.03% | −167,436−78.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 46,546 | $497.1 萬 | 1.21% | +20,380+77.9% | 加碼 |
| Stifel Financial Corp | 48,080 | $513.4 萬 | 0.01% | +3,765+8.5% | 加碼 |
| Allianz Asset Management GmbH | 48,615 | $519.2 萬 | 0.01% | −11,598−19.3% | 減碼 |
| Assetmark, Inc | 49,002 | $523.3 萬 | 0.01% | +48,992+489,920.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 49,803 | $531.8 萬 | 0.00% | +13,861+38.6% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 50,000 | $534.0 萬 | 2.00% | +50,000 | 新進 |
| Marex Group plc | 52,058 | $555.9 萬 | 0.11% | +35,990+224.0% | 加碼 |
| Pinebridge Investments, L.P. | 52,444 | $560.0 萬 | 0.05% | −18,619−26.2% | 減碼 |
| HAP Trading, LLC | 57,896 | $618.3 萬 | 2.20% | +43,665+306.8% | 加碼 |
| Victory Capital Management Inc | 58,068 | $620.1 萬 | 0.01% | +457+0.8% | 加碼 |
| Commonwealth Equity Services, LLC | 58,540 | $625.1 萬 | 0.01% | +7,199+14.0% | 加碼 |
| APG Asset Management N.V. | 70,100 | $693.0 萬 | 0.02% | +1,800+2.6% | 加碼 |
| Nissay Asset Management Corp | 65,864 | $703.4 萬 | 0.05% | +6,381+10.7% | 加碼 |
| Squarepoint Ops LLC | 65,954 | $704.3 萬 | 0.02% | +30,859+87.9% | 加碼 |
| TownSquare Capital, LLC | 66,975 | $715.2 萬 | 0.08% | +62,717+1,472.9% | 加碼 |
| Colony Group, LLC | 68,821 | $734.9 萬 | 0.02% | +683+1.0% | 加碼 |
| Diversify Advisory Services, LLC | 65,971 | $736.6 萬 | 0.46% | +25,627+63.5% | 加碼 |
| Jump Financial, LLC | 69,756 | $744.9 萬 | 0.11% | +14,379+26.0% | 加碼 |
| Broadleaf Partners, LLC | 71,768 | $766.4 萬 | 2.01% | −1,424−1.9% | 減碼 |
| Ratan Capital Management LP | 74,044 | $790.7 萬 | 2.55% | +31,945+75.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,172 | $813.4 萬 | 0.01% | +16,399+27.4% | 加碼 |
| Ensign Peak Advisors, Inc | 76,390 | $815.8 萬 | 0.02% | +76,390 | 新進 |
| HSBC Holdings PLC | 77,142 | $820.1 萬 | 0.01% | −3,308−4.1% | 減碼 |
| Capstone Investment Advisors, LLC | 79,127 | $845.0 萬 | 0.08% | +79,127 | 新進 |
| D. E. Shaw & Co., Inc. | 80,089 | $855.3 萬 | 0.01% | −176,010−68.7% | 減碼 |
| La Banque Postale Asset Management SA | 80,869 | $863.6 萬 | 0.13% | +21,469+36.1% | 加碼 |
| Public Employees Retirement System of Ohio | 84,888 | $906.5 萬 | 0.03% | −10,652−11.1% | 減碼 |
| Handelsbanken Fonder AB | 85,454 | $912.6 萬 | 0.04% | −5,248−5.8% | 減碼 |
| Nepsis, Inc. | 85,987 | $918.3 萬 | 2.27% | +85,987 | 新進 |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 90,059 | $949.5 萬 | 0.10% | +26,313+41.3% | 加碼 |
| UNICOM Systems, Inc. | 89,000 | $950.4 萬 | 1.93% | −21,840−19.7% | 減碼 |
| United Capital Management of KS, Inc. | 94,210 | $1,006 萬 | 2.08% | +3,539+3.9% | 加碼 |
| Silvant Capital Management LLC | 94,642 | $1,011 萬 | 0.46% | +239+0.3% | 加碼 |
| Botty Investors LLC | 98,039 | $1,047 萬 | 3.44% | +98,039 | 新進 |
| Telemark Asset Management, LLC | 100,000 | $1,068 萬 | 1.40% | −50,000−33.3% | 減碼 |
| Bank of New York Mellon Corp | 101,960 | $1,089 萬 | 0.00% | −3,340−3.2% | 減碼 |
| Westwood Holdings Group Inc. | 103,466 | $1,105 萬 | 0.08% | −1,446−1.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 107,728 | $1,150 萬 | 0.02% | +11,953+12.5% | 加碼 |
| Franklin Street Advisors Inc | 108,639 | $1,160 萬 | 0.82% | −256−0.2% | 減碼 |
| Prudential PLC | 108,653 | $1,160 萬 | 0.06% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 109,720 | $1,172 萬 | 0.04% | +4,810+4.6% | 加碼 |
| Geode Capital Management, LLC | 110,018 | $1,175 萬 | 0.00% | +1,487+1.4% | 加碼 |
| Natixis | 112,371 | $1,179 萬 | 0.07% | +112,371 | 新進 |
| Renaissance Capital LLC | 112,350 | $1,200 萬 | 9.26% | +6,548+6.2% | 加碼 |
| Acadian Asset Management LLC | 114,711 | $1,224 萬 | 0.03% | −368,441−76.3% | 減碼 |
| Stony Point Capital LLC | 114,992 | $1,228 萬 | 1.33% | +36,459+46.4% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 118,279 | $1,263 萬 | 0.71% | +27,664+30.5% | 加碼 |
| Advisor Group Holdings, Inc. | 122,383 | $1,307 萬 | 0.03% | +4,671+4.0% | 加碼 |
| CWM, LLC | 127,737 | $1,364 萬 | 0.05% | +9,621+8.1% | 加碼 |
| State of Michigan Retirement System | 128,200 | $1,369 萬 | 0.08% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 130,078 | $1,389 萬 | 0.46% | −7,189−5.2% | 減碼 |
| Nwi Management LP | 135,000 | $1,442 萬 | 1.92% | +135,000 | 新進 |
| 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 |
| Bank of Montreal | 146,119 | $1,560 萬 | 0.01% | +99,132+211.0% | 加碼 |
| Dock Street Asset Management Inc | 151,321 | $1,616 萬 | 1.91% | +102,310+208.7% | 加碼 |
| Legal & General Group Plc | 161,481 | $1,723 萬 | 0.00% | −17,721−9.9% | 減碼 |
| Alliancebernstein L.P. | 163,444 | $1,745 萬 | 0.01% | +50,889+45.2% | 加碼 |
| ProShare Advisors LLC | 174,711 | $1,866 萬 | 0.04% | +25,845+17.4% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 175,600 | $1,875 萬 | 0.38% | +175,600 | 新進 |
| Verition Fund Management LLC | 182,448 | $1,948 萬 | 0.11% | −411,880−69.3% | 減碼 |
| Jefferies Financial Group Inc. | 183,212 | $1,957 萬 | 0.34% | +183,212 | 新進 |
| Ameriprise Financial Inc | 189,462 | $2,023 萬 | 0.01% | +6,736+3.7% | 加碼 |
| Liontrust Investment Partners LLP | 191,182 | $2,042 萬 | 0.32% | +73,952+63.1% | 加碼 |
| NZS Capital, LLC | 191,331 | $2,043 萬 | 0.92% | +55,797+41.2% | 加碼 |
| Royal Bank of Canada | 192,126 | $2,052 萬 | 0.00% | +32,876+20.6% | 加碼 |
| Banque Transatlantique SA | 200,420 | $2,141 萬 | 0.65% | −98,194−32.9% | 減碼 |
| Voya Investment Management LLC | 205,838 | $2,193 萬 | 0.02% | −8,846−4.1% | 減碼 |
| Marsico Capital Management LLC | 207,650 | $2,217 萬 | 0.76% | −8,903−4.1% | 減碼 |
| Citadel Advisors LLC | 229,260 | $2,448 萬 | 0.02% | −204,089−47.1% | 減碼 |
| JPMorgan Chase & Co | 206,228 | $2,456 萬 | 0.00% | +96,294+87.6% | 加碼 |
| Deutsche Bank AG | 232,743 | $2,485 萬 | 0.01% | +28,244+13.8% | 加碼 |
| Vident Advisory, LLC | 236,312 | $2,524 萬 | 0.37% | +110,290+87.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 240,571 | $2,569 萬 | 0.83% | −441,595−64.7% | 減碼 |
| Mark Asset Management LP | 241,896 | $2,583 萬 | 3.89% | +39,996+19.8% | 加碼 |
| IMC-Chicago, LLC | 252,432 | $2,696 萬 | 1.05% | −172,476−40.6% | 減碼 |
| Simplex Trading, LLC | 252,824 | $2,700 萬 | 0.96% | +67,022+36.1% | 加碼 |
| LPL Financial LLC | 252,933 | $2,701 萬 | 0.01% | +18,929+8.1% | 加碼 |
| CIBC World Markets Inc. | 253,347 | $2,705 萬 | 0.06% | +33,734+15.4% | 加碼 |
| Jane Street Group, LLC | 269,184 | $2,875 萬 | 0.05% | −39,480−12.8% | 減碼 |
| Primecap Management Co | 273,610 | $2,922 萬 | 0.02% | −273,010−49.9% | 減碼 |
| Raymond James Financial Inc | 273,687 | $2,923 萬 | 0.01% | +8,980+3.4% | 加碼 |
| Marshall Wace, LLP | 275,743 | $2,945 萬 | 0.04% | −144,982−34.5% | 減碼 |
| Neuberger Berman Group LLC | 309,967 | $3,310 萬 | 0.03% | −85,177−21.6% | 減碼 |
| Capital Fund Management S.A. | 320,858 | $3,426 萬 | 0.44% | −27,681−7.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 330,815 | $3,533 萬 | 0.08% | +19,902+6.4% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 346,426 | $3,699 萬 | 0.48% | +18,583+5.7% | 加碼 |
| Group One Trading, L.P. | 356,137 | $3,803 萬 | 1.58% | +356,137 | 新進 |
| Wells Fargo & Company | 373,290 | $3,986 萬 | 0.01% | +37,569+11.2% | 加碼 |
| State Street Corp | 384,789 | $4,109 萬 | 0.00% | −17,728−4.4% | 減碼 |
| Rafferty Asset Management, LLC | 387,011 | $4,133 萬 | 0.18% | −20,642−5.1% | 減碼 |
| Man Group plc | 398,463 | $4,255 萬 | 0.13% | −92,280−18.8% | 減碼 |