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 962 家機構在 13F 申報持有，市值合計 $349.9 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 | 962 | $349.9 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 |
|---|---|---|---|---|---|
| AXA S.A. | 421,922 | $4,506 萬 | 0.15% | +413,293+4,789.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 438,926 | $4,729 萬 | 0.19% | +93,117+26.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 471,527 | $5,035 萬 | 1.23% | +994+0.2% | 加碼 |
| Capula Management Ltd | 544,813 | $5,818 萬 | 0.43% | +544,813 | 新進 |
| Twin Tree Management, LP | 548,968 | $5,862 萬 | 1.29% | +187,497+51.9% | 加碼 |
| Invesco Ltd. | 576,020 | $6,151 萬 | 0.01% | +49,805+9.5% | 加碼 |
| Polar Capital Holdings Plc | 611,759 | $6,533 萬 | 0.40% | −152,180−19.9% | 減碼 |
| SEI Investments Co | 630,767 | $6,736 萬 | 0.09% | +123,260+24.3% | 加碼 |
| Citigroup Inc | 683,401 | $7,298 萬 | 0.06% | −36,880−5.1% | 減碼 |
| American Century Companies Inc | 703,365 | $7,511 萬 | 0.05% | +372,081+112.3% | 加碼 |
| Barclays PLC | 770,375 | $8,227 萬 | 0.04% | −37,184−4.6% | 減碼 |
| Robeco Schweiz AG | 778,291 | $8,311 萬 | 2.04% | −66,714−7.9% | 減碼 |
| Loomis Sayles & Co L P | 844,776 | $9,021 萬 | 0.13% | −9,748−1.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 866,496 | $9,272 萬 | 0.30% | +57,543+7.1% | 加碼 |
| First Trust Advisors LP | 906,849 | $9,684 萬 | 0.09% | +18,032+2.0% | 加碼 |
| Walleye Trading LLC | 922,778 | $9,854 萬 | 2.80% | +29,283+3.3% | 加碼 |
| Susquehanna International Group, LLP | 992,145 | $1.06 億 | 0.17% | +554,300+126.6% | 加碼 |
| Employees Provident Fund Board | 1,000,000 | $1.07 億 | 1.21% | +200,000+25.0% | 加碼 |
| Wellington Management Group LLP | 1,048,552 | $1.12 億 | 0.02% | −27,422−2.5% | 減碼 |
| NVIDIA Corp | 1,101,249 | $1.18 億 | 10.25% | 00.0% | 不變 |
| Franklin Resources Inc | 1,108,131 | $1.18 億 | 0.03% | +181,492+19.6% | 加碼 |
| PEAK6 LLC | 1,173,169 | $1.25 億 | 4.90% | +705,083+150.6% | 加碼 |
| Bank of America Corp | 1,308,594 | $1.40 億 | 0.01% | −129,101−9.0% | 減碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $1.60 億 | 0.91% | 00.0% | 不變 |
| Sustainable Growth Advisers, LP | 1,594,594 | $1.70 億 | 0.95% | +1,594,594 | 新進 |
| FMR LLC | 1,859,144 | $1.99 億 | 0.01% | −340,053−15.5% | 減碼 |
| Alphabet Inc. | 1,960,784 | $2.09 億 | 13.28% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 2,189,108 | $2.34 億 | 0.18% | +1,262,691+136.3% | 加碼 |
| UBS Group AG | 2,855,025 | $3.05 億 | 0.07% | +956,835+50.4% | 加碼 |
| Morgan Stanley | 3,158,186 | $3.37 億 | 0.02% | −84,315−2.6% | 減碼 |
| Artisan Partners Limited Partnership | 3,338,996 | $3.57 億 | 0.58% | +687,507+25.9% | 加碼 |
| Schroder Investment Management Group | 3,349,273 | $3.58 億 | 0.36% | +294,942+9.7% | 加碼 |
| BlackRock, Inc. | 3,466,298 | $3.70 億 | 0.01% | +503,034+17.0% | 加碼 |
| Goldman Sachs Group Inc | 3,690,654 | $3.94 億 | 0.07% | +419,924+12.8% | 加碼 |
| Capital World Investors | 4,932,888 | $5.27 億 | 0.09% | +4,932,888 | 新進 |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,803−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,200,000−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −244,900−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −178,394−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −111,338−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −50,131−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −40,500−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −31,167−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −28,100−100.0% | 清倉 |
| David J Yvars Group | 0 | $0 | 0.00% | −26,445−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −25,998−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −22,400−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,761−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Churchill Management Corp | 0 | $0 | 0.00% | −18,803−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,784−100.0% | 清倉 |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −13,790−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,612−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −13,001−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −12,092−100.0% | 清倉 |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,545−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −10,330−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,928−100.0% | 清倉 |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −9,876−100.0% | 清倉 |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −9,669−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,305−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −7,729−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −6,982−100.0% | 清倉 |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −5,930−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,276−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −6,051−100.0% | 清倉 |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −5,807−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −5,787−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −5,024−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4,265−100.0% | 清倉 |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| DJE Kapital AG | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −3,995−100.0% | 清倉 |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −3,817−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,729−100.0% | 清倉 |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −3,650−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −3,008−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −2,838−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,720−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,488−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,317−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,264−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,201−100.0% | 清倉 |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −2,150−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −2,126−100.0% | 清倉 |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −1,743−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,075−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −2,051−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −2,027−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,002−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,966−100.0% | 清倉 |
| Crescent Sterling, Ltd. | 0 | $0 | 0.00% | −1,879−100.0% | 清倉 |