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 2 季 13F 持有人
Arm Holdings PLC 在 2025/6/30 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
- 669
- 較 2025 年第 1 季 +41 家
- 持有股數
- 8,122 萬
- 較 2025 年第 1 季 +555.6 萬 (+7.3%)
- 總市值
- $131.4 億
- 較 2025 年第 1 季 +$50.5 億 (+62.5%)
- 新進機構
- 131
- 另有 216 家加碼
- 清倉機構
- 90
- 另有 213 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 9,221 | $149.1 萬 | 0.01% | −512−5.3% | 減碼 |
| Fiduciary Trust Co | 9,429 | $152.5 萬 | 0.02% | −40−0.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 9,495 | $153.5 萬 | 0.04% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 9,505 | $153.7 萬 | 0.01% | −137−1.4% | 減碼 |
| CIBC World Markets Corp | 9,530 | $154.1 萬 | 0.01% | +9,530 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,566 | $154.7 萬 | 0.00% | −7,886−45.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,691 | $156.7 萬 | 0.01% | −1,901−16.4% | 減碼 |
| BNP Paribas | 9,719 | $157.2 萬 | 0.05% | +305+3.2% | 加碼 |
| Louisiana State Employees Retirement System | 9,800 | $158.5 萬 | 0.03% | +200+2.1% | 加碼 |
| KP Management LLC | 10,000 | $161.7 萬 | 0.66% | −5,000−33.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 10,000 | $161.7 萬 | 0.10% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 10,060 | $162.7 萬 | 0.02% | −405−3.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,065 | $162.9 萬 | 0.01% | +1,009+11.1% | 加碼 |
| Willner & Heller, LLC | 10,090 | $163.2 萬 | 1.37% | +1,780+21.4% | 加碼 |
| Captrust Financial Advisors | 10,232 | $165.5 萬 | 0.00% | +7,159+233.0% | 加碼 |
| Kestra Advisory Services, LLC | 10,244 | $165.7 萬 | 0.01% | +565+5.8% | 加碼 |
| Cresset Asset Management, LLC | 10,247 | $165.7 萬 | 0.01% | −5,345−34.3% | 減碼 |
| Smith Group Asset Management, LLC | 10,300 | $166.6 萬 | 0.11% | −8,900−46.4% | 減碼 |
| Rathbone Brothers plc | 10,482 | $169.5 萬 | 0.01% | +20+0.2% | 加碼 |
| Toronto Dominion Bank | 10,613 | $171.6 萬 | 0.00% | +4,488+73.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,747 | $173.8 萬 | 0.02% | +6,642+161.8% | 加碼 |
| Aft, Forsyth & Sober, LLC | 10,800 | $174.7 萬 | 0.59% | +600+5.9% | 加碼 |
| Rakuten Securities, Inc. | 10,868 | $175.8 萬 | 0.69% | −10,886−50.0% | 減碼 |
| Daiwa Securities Group Inc. | 10,965 | $177.4 萬 | 0.01% | −3,188−22.5% | 減碼 |
| Mizuho Securities Co. Ltd. | 10,970 | $177.4 萬 | 6.41% | +3,920+55.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,459 | $185.3 萬 | 0.02% | −6,230−35.2% | 減碼 |
| Mizuho Markets Cayman LP | 11,922 | $192.8 萬 | 0.14% | −19,835−62.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,956 | $193.4 萬 | 0.00% | +25+0.2% | 加碼 |
| Baker Chad R | 12,155 | $196.6 萬 | 0.37% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 12,313 | $199.1 萬 | 0.64% | +874+7.6% | 加碼 |
| Acadian Asset Management LLC | 12,357 | $199.6 萬 | 0.00% | −102,354−89.2% | 減碼 |
| Phoenix Holdings Ltd. | 10,000 | $202.0 萬 | 0.03% | +10,000 | 新進 |
| Elite Wealth Management, Inc. | 12,785 | $206.8 萬 | 0.68% | −13,443−51.3% | 減碼 |
| Adviser Investments LLC | 13,086 | $211.7 萬 | 0.03% | +13,086 | 新進 |
| E Fund Management Co., Ltd. | 13,367 | $216.2 萬 | 0.10% | +10,036+301.3% | 加碼 |
| PFG Investments, LLC | 13,680 | $221.3 萬 | 0.13% | −8,273−37.7% | 減碼 |
| Midwest Professional Planners, LTD. | 13,689 | $221.4 萬 | 0.58% | −233−1.7% | 減碼 |
| Savoie Capital LLC | 13,700 | $221.6 萬 | 0.28% | 00.0% | 不變 |
| Cerity Partners LLC | 13,735 | $222.1 萬 | 0.00% | −936−6.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,910 | $228.1 萬 | 0.02% | −76,149−84.6% | 減碼 |
| Oak Grove Capital LLC | 14,200 | $229.7 萬 | 0.53% | +200+1.4% | 加碼 |
| Point72 Italy, S.r.l. | 14,463 | $233.9 萬 | 1.15% | +14,463 | 新進 |
| Morse Asset Management, Inc | 14,566 | $235.6 萬 | 0.52% | −1,195−7.6% | 減碼 |
| Squarepoint Ops LLC | 14,584 | $235.9 萬 | 0.01% | −51,370−77.9% | 減碼 |
| iA Global Asset Management Inc. | 14,821 | $239.7 萬 | 0.04% | +410+2.8% | 加碼 |
| Shelton Capital Management | 14,889 | $240.8 萬 | 0.06% | +606+4.2% | 加碼 |
| Warm Springs Advisors Inc. | 15,005 | $242.7 萬 | 2.08% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 15,203 | $245.9 萬 | 0.02% | +750+5.2% | 加碼 |
| Hoey Investments, Inc | 15,206 | $245.9 萬 | 0.37% | +9,341+159.3% | 加碼 |
| Ascent Wealth Partners, LLC | 15,333 | $248.0 萬 | 0.31% | −5,313−25.7% | 減碼 |
| Cim Investment Mangement Inc | 17,574 | $250.4 萬 | 0.48% | +8,770+99.6% | 加碼 |
| Caption Management, LLC | 15,500 | $250.7 萬 | 0.23% | +6,800+78.2% | 加碼 |
| Advisory Services Network, LLC | 17,963 | $253.9 萬 | 0.04% | +2,391+15.4% | 加碼 |
| Snowden Capital Advisors LLC | 15,712 | $254.1 萬 | 0.08% | −686−4.2% | 減碼 |
| Chicago Capital, LLC | 15,732 | $254.4 萬 | 0.06% | +79+0.5% | 加碼 |
| Aft, Forsyth & Company, Inc. | 15,733 | $254.5 萬 | 1.31% | −618−3.8% | 減碼 |
| Van Eck Associates Corp | 15,855 | $256.4 萬 | 0.00% | +1,214+8.3% | 加碼 |
| Westwood Wealth Management | 16,100 | $260.4 萬 | 0.87% | −2,250−12.3% | 減碼 |
| Marex Group plc | 16,275 | $263.2 萬 | 0.05% | −35,783−68.7% | 減碼 |
| Capital International Inc | 16,314 | $263.9 萬 | 0.03% | +1,415+9.5% | 加碼 |
| Profund Advisors LLC | 16,655 | $269.4 萬 | 0.10% | +1,683+11.2% | 加碼 |
| Next Century Growth Investors LLC | 16,924 | $273.7 萬 | 0.21% | +80.0% | 加碼 |
| Icapital Wealth LLC | 17,024 | $275.3 萬 | 1.56% | −5,594−24.7% | 減碼 |
| Independent Solutions Wealth Management, LLC | 17,069 | $276.1 萬 | 0.54% | +498+3.0% | 加碼 |
| Blair William & Co | 17,317 | $280.1 萬 | 0.01% | −71,119−80.4% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 17,335 | $280.4 萬 | 1.12% | −19,435−52.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 17,770 | $287.3 萬 | 0.14% | +8,718+96.3% | 加碼 |
| Haven Capital Group, Inc. | 17,944 | $290.2 萬 | 2.56% | −392−2.1% | 減碼 |
| 180 Wealth Advisors, LLC | 18,149 | $293.5 萬 | 0.41% | +9,962+121.7% | 加碼 |
| Equitable Holdings, Inc. | 18,312 | $296.2 萬 | 0.02% | +7,063+62.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 18,544 | $299.9 萬 | 0.15% | −656−3.4% | 減碼 |
| Lazard Freres Gestion S.A.S. | 0 | $323.4 萬 | 0.07% | −12,000−100.0% | 減碼 |
| Fortress Investment Group LLC | 20,000 | $323.5 萬 | 0.46% | +20,000 | 新進 |
| GAM Holding AG | 20,314 | $328.6 萬 | 0.23% | −1,305−6.0% | 減碼 |
| Guardian Capital LP | 20,481 | $331.3 萬 | 0.12% | −135−0.7% | 減碼 |
| Modus Advisors, LLC | 20,608 | $333.3 萬 | 0.99% | +1,153+5.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 20,674 | $334.0 萬 | 0.08% | −1,439−6.5% | 減碼 |
| Tower View Investment Management & Research LLC | 20,809 | $336.6 萬 | 1.74% | +240+1.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 20,950 | $338.8 萬 | 0.39% | −1,517−6.8% | 減碼 |
| Vontobel Holding Ltd. | 21,623 | $349.7 萬 | 0.01% | −3,007−12.2% | 減碼 |
| ExodusPoint Capital Management, LP | 21,867 | $353.7 萬 | 0.04% | +21,867 | 新進 |
| CloudAlpha Capital Management Limited/Hong Kong | 21,924 | $354.6 萬 | 0.44% | +21,924 | 新進 |
| NEOS Investment Management LLC | 22,033 | $356.4 萬 | 0.04% | +15,576+241.2% | 加碼 |
| CIBC Asset Management Inc | 22,255 | $360.0 萬 | 0.01% | −328−1.5% | 減碼 |
| Independent Financial Group, LLC | 23,176 | $374.8 萬 | 0.10% | +4,993+27.5% | 加碼 |
| Rockefeller Capital Management L.P. | 23,225 | $375.6 萬 | 0.01% | +2,797+13.7% | 加碼 |
| Nomura Asset Management Co Ltd | 23,307 | $377.0 萬 | 0.01% | +2,934+14.4% | 加碼 |
| Russell Investments Group, Ltd. | 23,480 | $379.8 萬 | 0.00% | +15,712+202.3% | 加碼 |
| Adams Wealth Management | 23,756 | $384.2 萬 | 0.73% | −2,675−10.1% | 減碼 |
| CacheTech Inc. | 23,756 | $384.2 萬 | 0.71% | −2,675−10.1% | 減碼 |
| Financial Gravity Companies, Inc. | 23,880 | $386.2 萬 | 0.76% | +23,880 | 新進 |
| Boothbay Fund Management, LLC | 23,900 | $386.6 萬 | 0.12% | +23,900 | 新進 |
| HAP Trading, LLC | 24,286 | $392.8 萬 | 1.71% | −33,610−58.1% | 減碼 |
| Slow Capital, Inc. | 24,396 | $394.6 萬 | 0.48% | +24,396 | 新進 |
| CMT Capital Markets Trading GmbH | 24,399 | $394.6 萬 | 1.90% | +18,333+302.2% | 加碼 |
| Capital International Ltd | 25,475 | $412.0 萬 | 0.16% | 00.0% | 不變 |
| Thames Capital Management LLC | 25,533 | $413.0 萬 | 0.94% | +25,533 | 新進 |
| GF Fund Management Co. Ltd. | 26,644 | $430.9 萬 | 0.09% | +1,847+7.4% | 加碼 |
| New York State Common Retirement Fund | 26,661 | $431.2 萬 | 0.01% | −15,011−36.0% | 減碼 |
| Millennium Management LLC | 26,704 | $431.9 萬 | 0.00% | −9,411−26.1% | 減碼 |