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 |
|---|---|---|---|---|---|
| Nepsis, Inc. | 85,987 | $918.3 萬 | 2.27% | +85,987 | 新進 |
| Handelsbanken Fonder AB | 85,454 | $912.6 萬 | 0.04% | −5,248−5.8% | 減碼 |
| Public Employees Retirement System of Ohio | 84,888 | $906.5 萬 | 0.03% | −10,652−11.1% | 減碼 |
| La Banque Postale Asset Management SA | 80,869 | $863.6 萬 | 0.13% | +21,469+36.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 80,089 | $855.3 萬 | 0.01% | −176,010−68.7% | 減碼 |
| Capstone Investment Advisors, LLC | 79,127 | $845.0 萬 | 0.08% | +79,127 | 新進 |
| HSBC Holdings PLC | 77,142 | $820.1 萬 | 0.01% | −3,308−4.1% | 減碼 |
| Ensign Peak Advisors, Inc | 76,390 | $815.8 萬 | 0.02% | +76,390 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,172 | $813.4 萬 | 0.01% | +16,399+27.4% | 加碼 |
| Ratan Capital Management LP | 74,044 | $790.7 萬 | 2.55% | +31,945+75.9% | 加碼 |
| Broadleaf Partners, LLC | 71,768 | $766.4 萬 | 2.01% | −1,424−1.9% | 減碼 |
| Jump Financial, LLC | 69,756 | $744.9 萬 | 0.11% | +14,379+26.0% | 加碼 |
| Diversify Advisory Services, LLC | 65,971 | $736.6 萬 | 0.46% | +25,627+63.5% | 加碼 |
| Colony Group, LLC | 68,821 | $734.9 萬 | 0.02% | +683+1.0% | 加碼 |
| TownSquare Capital, LLC | 66,975 | $715.2 萬 | 0.08% | +62,717+1,472.9% | 加碼 |
| Squarepoint Ops LLC | 65,954 | $704.3 萬 | 0.02% | +30,859+87.9% | 加碼 |
| Nissay Asset Management Corp | 65,864 | $703.4 萬 | 0.05% | +6,381+10.7% | 加碼 |
| APG Asset Management N.V. | 70,100 | $693.0 萬 | 0.02% | +1,800+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 58,540 | $625.1 萬 | 0.01% | +7,199+14.0% | 加碼 |
| Victory Capital Management Inc | 58,068 | $620.1 萬 | 0.01% | +457+0.8% | 加碼 |
| HAP Trading, LLC | 57,896 | $618.3 萬 | 2.20% | +43,665+306.8% | 加碼 |
| Pinebridge Investments, L.P. | 52,444 | $560.0 萬 | 0.05% | −18,619−26.2% | 減碼 |
| Marex Group plc | 52,058 | $555.9 萬 | 0.11% | +35,990+224.0% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 50,000 | $534.0 萬 | 2.00% | +50,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 49,803 | $531.8 萬 | 0.00% | +13,861+38.6% | 加碼 |
| Assetmark, Inc | 49,002 | $523.3 萬 | 0.01% | +48,992+489,920.0% | 加碼 |
| Allianz Asset Management GmbH | 48,615 | $519.2 萬 | 0.01% | −11,598−19.3% | 減碼 |
| Stifel Financial Corp | 48,080 | $513.4 萬 | 0.01% | +3,765+8.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 46,546 | $497.1 萬 | 1.21% | +20,380+77.9% | 加碼 |
| Woodline Partners LP | 45,802 | $489.1 萬 | 0.03% | −167,436−78.5% | 減碼 |
| Quantbot Technologies LP | 42,113 | $449.7 萬 | 0.14% | +37,565+826.0% | 加碼 |
| Nomura Holdings Inc | 41,832 | $446.7 萬 | 0.02% | −18,717−30.9% | 減碼 |
| New York State Common Retirement Fund | 41,672 | $445.0 萬 | 0.01% | −31,563−43.1% | 減碼 |
| Oppenheimer & Co Inc | 41,478 | $442.9 萬 | 0.07% | −12,306−22.9% | 減碼 |
| Envestnet Asset Management Inc | 41,159 | $439.5 萬 | 0.00% | −1,965−4.6% | 減碼 |
| Credit Agricole S A | 40,679 | $434.4 萬 | 0.02% | +11,334+38.6% | 加碼 |
| Jones Financial Companies LLLP | 39,483 | $425.6 萬 | 0.00% | +11,131+39.3% | 加碼 |
| Jackson Square Capital, LLC | 39,434 | $421.1 萬 | 1.37% | −433−1.1% | 減碼 |
| Capital International Sarl | 38,914 | $415.6 萬 | 0.09% | +38,914 | 新進 |
| Guggenheim Capital LLC | 38,314 | $409.2 萬 | 0.04% | −6,265−14.1% | 減碼 |
| Exchange Traded Concepts, LLC | 37,759 | $403.2 萬 | 0.07% | −1,171−3.0% | 減碼 |
| Pinnacle Associates Ltd | 37,017 | $395.3 萬 | 0.06% | −1,620−4.2% | 減碼 |
| Creative Planning | 36,856 | $393.6 萬 | 0.00% | +925+2.6% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 36,770 | $392.7 萬 | 1.85% | −10,630−22.4% | 減碼 |
| Covenant Asset Management, LLC | 36,302 | $387.7 萬 | 0.97% | −2,564−6.6% | 減碼 |
| Leonteq Securities AG | 36,446 | $385.7 萬 | 0.29% | +23,071+172.5% | 加碼 |
| Millennium Management LLC | 36,115 | $385.7 萬 | 0.00% | −12,118−25.1% | 減碼 |
| Ardsley Advisory Partners LP | 34,850 | $372.2 萬 | 0.86% | +14,850+74.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,987 | $362.9 萬 | 0.00% | +4,493+15.2% | 加碼 |
| Venture Visionary Partners LLC | 33,810 | $361.1 萬 | 0.15% | +3,165+10.3% | 加碼 |
| Toroso Investments, LLC | 33,787 | $360.8 萬 | 0.03% | −3,771−10.0% | 減碼 |
| Charles Schwab Investment Management Inc | 33,079 | $353.3 萬 | 0.00% | +6,888+26.3% | 加碼 |
| TD Asset Management Inc | 33,057 | $353.0 萬 | 0.00% | +501+1.5% | 加碼 |
| GWM Advisors LLC | 32,874 | $351.1 萬 | 0.02% | −3,634−10.0% | 減碼 |
| Cetera Investment Advisers | 32,515 | $347.2 萬 | 0.01% | −8,460−20.6% | 減碼 |
| Headlands Technologies LLC | 32,410 | $346.1 萬 | 0.39% | +32,410 | 新進 |
| Mizuho Markets Cayman LP | 31,757 | $339.1 萬 | 14.13% | −727−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 31,577 | $337.2 萬 | 0.01% | +4,742+17.7% | 加碼 |
| Blue Fin Capital, Inc. | 31,008 | $331.1 萬 | 0.64% | +144+0.5% | 加碼 |
| Canada Pension Plan Investment Board | 30,949 | $330.5 萬 | 0.00% | −19,537−38.7% | 減碼 |
| Erste Asset Management GmbH | 30,000 | $323.4 萬 | 0.04% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 29,561 | $315.7 萬 | 0.12% | +29,561 | 新進 |
| Clear Street Derivatives LLC | 29,257 | $312.4 萬 | 0.05% | +29,257 | 新進 |
| National Bank of Canada | 28,886 | $308.5 萬 | 0.00% | +1,806+6.7% | 加碼 |
| USS Investment Management Ltd | 28,076 | $299.9 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 26,702 | $285.2 萬 | 0.00% | +4,539+20.5% | 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 |
| Balyasny Asset Management LLC | 26,307 | $280.9 萬 | 0.01% | +11,865+82.2% | 加碼 |
| Elite Wealth Management, Inc. | 26,228 | $280.1 萬 | 0.81% | −15,209−36.7% | 減碼 |
| Groupe la Francaise | 24,642 | $277.1 萬 | 0.06% | +6,307+34.4% | 加碼 |
| Price T Rowe Associates Inc | 25,751 | $275.1 萬 | 0.00% | +15,751+157.5% | 加碼 |
| Capital International Ltd | 25,475 | $272.0 萬 | 0.12% | +25,475 | 新進 |
| HighTower Advisors, LLC | 25,321 | $270.4 萬 | 0.00% | −14,681−36.7% | 減碼 |
| Telligent Fund, LP | 25,000 | $267.0 萬 | 2.97% | −2,000−7.4% | 減碼 |
| GF Fund Management Co. Ltd. | 24,797 | $264.8 萬 | 0.06% | +522+2.2% | 加碼 |
| Vontobel Holding Ltd. | 24,630 | $263.0 萬 | 0.01% | −16,518−40.1% | 減碼 |
| LMR Partners LLP | 24,351 | $260.0 萬 | 0.05% | +24,351 | 新進 |
| Dakota Wealth Management | 24,083 | $257.2 萬 | 0.06% | +9,120+61.0% | 加碼 |
| Robocap Asset Management Ltd | 23,754 | $253.7 萬 | 1.90% | +23,754 | 新進 |
| Icapital Wealth LLC | 22,618 | $241.5 萬 | 1.47% | −375−1.6% | 減碼 |
| CIBC Asset Management Inc | 22,583 | $241.2 萬 | 0.01% | +940+4.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 22,467 | $239.9 萬 | 0.32% | +296+1.3% | 加碼 |
| Sofos Investments, Inc. | 22,370 | $238.9 萬 | 0.52% | +22,370 | 新進 |
| GWN Securities Inc. | 17,778 | $236.5 萬 | 0.13% | +17,778 | 新進 |
| Atria Wealth Solutions, Inc. | 22,113 | $236.1 萬 | 0.03% | +17,263+355.9% | 加碼 |
| PFG Investments, LLC | 21,953 | $234.4 萬 | 0.15% | +3,759+20.7% | 加碼 |
| Rakuten Securities, Inc. | 21,754 | $232.3 萬 | 1.17% | −6,157−22.1% | 減碼 |
| GAM Holding AG | 21,619 | $230.9 萬 | 0.18% | +2,896+15.5% | 加碼 |
| Mission Wealth Management, LP | 21,297 | $227.4 萬 | 0.06% | +19,730+1,259.1% | 加碼 |
| Ascent Wealth Partners, LLC | 20,646 | $220.5 萬 | 0.30% | +401+2.0% | 加碼 |
| Guardian Capital LP | 20,616 | $220.2 萬 | 0.09% | +387+1.9% | 加碼 |
| Tower View Investment Management & Research LLC | 20,569 | $219.7 萬 | 1.28% | +5,937+40.6% | 加碼 |
| Rockefeller Capital Management L.P. | 20,428 | $218.2 萬 | 0.01% | +4,604+29.1% | 加碼 |
| Nomura Asset Management Co Ltd | 20,373 | $217.6 萬 | 0.01% | +4,892+31.6% | 加碼 |
| Renaissance Technologies LLC | 19,500 | $208.2 萬 | 0.00% | +19,500 | 新進 |
| Modus Advisors, LLC | 19,455 | $207.8 萬 | 0.68% | +1,520+8.5% | 加碼 |
| Virtu Financial LLC | 19,318 | $206.3 萬 | 0.11% | −48,662−71.6% | 減碼 |
| Driehaus Capital Management LLC | 19,317 | $206.3 萬 | 0.02% | +19,317 | 新進 |
| Smith Group Asset Management, LLC | 19,200 | $205.0 萬 | 0.15% | −4,800−20.0% | 減碼 |