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 |
|---|---|---|---|---|---|
| Telemark Asset Management, LLC | 100,000 | $1,617 萬 | 1.72% | 00.0% | 不變 |
| Renaissance Capital LLC | 99,563 | $1,610 萬 | 11.23% | −12,787−11.4% | 減碼 |
| Botty Investors LLC | 98,039 | $1,586 萬 | 4.66% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 98,021 | $1,585 萬 | 0.00% | −3,939−3.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 95,437 | $1,544 萬 | 0.05% | −14,283−13.0% | 減碼 |
| Silvant Capital Management LLC | 95,291 | $1,541 萬 | 0.58% | +649+0.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 95,100 | $1,538 萬 | 0.11% | +95,100 | 新進 |
| Silvercrest Asset Management Group LLC | 92,055 | $1,489 萬 | 0.10% | +92,055 | 新進 |
| Public Employees Retirement System of Ohio | 89,287 | $1,444 萬 | 0.05% | +4,399+5.2% | 加碼 |
| UNICOM Systems, Inc. | 89,000 | $1,439 萬 | 1.99% | 00.0% | 不變 |
| Nepsis, Inc. | 83,720 | $1,354 萬 | 3.77% | −2,267−2.6% | 減碼 |
| Jane Street Group, LLC | 80,523 | $1,302 萬 | 0.02% | −188,661−70.1% | 減碼 |
| Global X Japan Co., Ltd. | 80,239 | $1,298 萬 | 1.32% | +69,372+638.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,494 | $1,237 萬 | 0.01% | +322+0.4% | 加碼 |
| Toroso Investments, LLC | 74,759 | $1,209 萬 | 0.08% | +40,972+121.3% | 加碼 |
| Prudential PLC | 73,755 | $1,193 萬 | 0.07% | −34,898−32.1% | 減碼 |
| Broadleaf Partners, LLC | 72,433 | $1,172 萬 | 2.58% | +665+0.9% | 加碼 |
| Envestnet Asset Management Inc | 71,851 | $1,162 萬 | 0.00% | +30,692+74.6% | 加碼 |
| Clear Street LLC | 69,230 | $1,120 萬 | 0.07% | +69,230 | 新進 |
| Colony Group, LLC | 68,700 | $1,111 萬 | 0.02% | −121−0.2% | 減碼 |
| Marsico Capital Management LLC | 67,270 | $1,088 萬 | 0.30% | −140,380−67.6% | 減碼 |
| Commonwealth Equity Services, LLC | 64,928 | $1,050 萬 | 0.01% | +6,388+10.9% | 加碼 |
| Assetmark, Inc | 64,564 | $1,044 萬 | 0.02% | +15,562+31.8% | 加碼 |
| APG Asset Management N.V. | 73,700 | $1,015 萬 | 0.03% | +3,600+5.1% | 加碼 |
| Diversify Advisory Services, LLC | 71,040 | $1,012 萬 | 0.39% | +5,069+7.7% | 加碼 |
| Nissay Asset Management Corp | 59,534 | $962.9 萬 | 0.06% | −6,330−9.6% | 減碼 |
| Victory Capital Management Inc | 58,855 | $951.9 萬 | 0.01% | +787+1.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 54,298 | $878.2 萬 | 0.01% | +4,495+9.0% | 加碼 |
| SG Americas Securities, LLC | 54,280 | $877.9 萬 | 0.04% | +37,801+229.4% | 加碼 |
| NCP Inc. | 54,000 | $873.4 萬 | 8.23% | +51,000+1,700.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 52,141 | $843.3 萬 | 1.37% | +5,595+12.0% | 加碼 |
| Cantor Fitzgerald, L. P. | 50,936 | $823.8 萬 | 0.20% | +21,375+72.3% | 加碼 |
| Jones Financial Companies LLLP | 47,885 | $792.3 萬 | 0.01% | +8,402+21.3% | 加碼 |
| Allianz Asset Management GmbH | 48,615 | $786.3 萬 | 0.01% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 47,660 | $770.9 萬 | 0.19% | +40,661+581.0% | 加碼 |
| Hidden Lake Asset Management LP | 46,620 | $754.0 萬 | 3.71% | +46,620 | 新進 |
| Stifel Financial Corp | 46,462 | $751.5 萬 | 0.01% | −1,618−3.4% | 減碼 |
| Polar Asset Management Partners Inc. | 45,766 | $740.2 萬 | 0.18% | +45,766 | 新進 |
| Guggenheim Capital LLC | 44,159 | $714.2 萬 | 0.06% | +5,845+15.3% | 加碼 |
| Point72 (DIFC) Ltd | 44,000 | $711.7 萬 | 0.57% | +44,000 | 新進 |
| Pinebridge Investments, L.P. | 43,691 | $706.7 萬 | 0.06% | −8,753−16.7% | 減碼 |
| Oppenheimer & Co Inc | 42,477 | $687.0 萬 | 0.09% | +999+2.4% | 加碼 |
| Capital International Sarl | 41,290 | $667.8 萬 | 0.13% | +2,376+6.1% | 加碼 |
| National Bank of Canada | 40,409 | $653.5 萬 | 0.01% | +11,523+39.9% | 加碼 |
| Intrinsic Edge Capital Management LLC | 40,000 | $647.0 萬 | 0.98% | +40,000 | 新進 |
| Brinker Capital Investments, LLC | 38,812 | $627.7 萬 | 0.05% | +38,812 | 新進 |
| Jackson Square Capital, LLC | 38,526 | $623.1 萬 | 1.38% | −908−2.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 37,147 | $600.8 萬 | 0.05% | +37,147 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 36,964 | $597.9 萬 | 0.00% | +2,977+8.8% | 加碼 |
| Venture Visionary Partners LLC | 36,045 | $583.0 萬 | 0.22% | +2,235+6.6% | 加碼 |
| Pinnacle Associates Ltd | 35,357 | $571.9 萬 | 0.08% | −1,660−4.5% | 減碼 |
| Exchange Traded Concepts, LLC | 35,120 | $568.0 萬 | 0.07% | −2,639−7.0% | 減碼 |
| Lagoda Investment Management, L.P. | 34,125 | $551.9 萬 | 3.13% | +34,125 | 新進 |
| Charles Schwab Investment Management Inc | 33,948 | $549.1 萬 | 0.00% | +869+2.6% | 加碼 |
| XTX Topco Ltd | 33,250 | $537.8 萬 | 0.22% | +33,250 | 新進 |
| Blue Fin Capital, Inc. | 32,878 | $531.8 萬 | 0.91% | +1,870+6.0% | 加碼 |
| Covenant Asset Management, LLC | 32,827 | $530.9 萬 | 1.09% | −3,475−9.6% | 減碼 |
| Bank of Montreal | 32,636 | $527.9 萬 | 0.00% | −113,483−77.7% | 減碼 |
| Janney Montgomery Scott LLC | 32,194 | $520.7 萬 | 0.01% | +617+2.0% | 加碼 |
| Telligent Fund, LP | 32,000 | $517.6 萬 | 4.73% | +7,000+28.0% | 加碼 |
| GWM Advisors LLC | 31,852 | $515.2 萬 | 0.03% | −1,022−3.1% | 減碼 |
| Canada Pension Plan Investment Board | 30,949 | $500.6 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 30,654 | $495.8 萬 | 0.01% | −1,861−5.7% | 減碼 |
| TD Asset Management Inc | 30,216 | $488.7 萬 | 0.00% | −2,841−8.6% | 減碼 |
| Pacer Advisors, Inc. | 29,789 | $481.8 萬 | 0.01% | +22,379+302.0% | 加碼 |
| HighTower Advisors, LLC | 29,301 | $473.9 萬 | 0.01% | +3,980+15.7% | 加碼 |
| USS Investment Management Ltd | 28,427 | $459.7 萬 | 0.03% | +351+1.3% | 加碼 |
| Mariner, LLC | 27,238 | $440.5 萬 | 0.01% | +536+2.0% | 加碼 |
| Robocap Asset Management Ltd | 26,847 | $434.2 萬 | 2.74% | +3,093+13.0% | 加碼 |
| Millennium Management LLC | 26,704 | $431.9 萬 | 0.00% | −9,411−26.1% | 減碼 |
| New York State Common Retirement Fund | 26,661 | $431.2 萬 | 0.01% | −15,011−36.0% | 減碼 |
| GF Fund Management Co. Ltd. | 26,644 | $430.9 萬 | 0.09% | +1,847+7.4% | 加碼 |
| Thames Capital Management LLC | 25,533 | $413.0 萬 | 0.94% | +25,533 | 新進 |
| Capital International Ltd | 25,475 | $412.0 萬 | 0.16% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 24,399 | $394.6 萬 | 1.90% | +18,333+302.2% | 加碼 |
| Slow Capital, Inc. | 24,396 | $394.6 萬 | 0.48% | +24,396 | 新進 |
| HAP Trading, LLC | 24,286 | $392.8 萬 | 1.71% | −33,610−58.1% | 減碼 |
| Boothbay Fund Management, LLC | 23,900 | $386.6 萬 | 0.12% | +23,900 | 新進 |
| Financial Gravity Companies, Inc. | 23,880 | $386.2 萬 | 0.76% | +23,880 | 新進 |
| 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 |
| Russell Investments Group, Ltd. | 23,480 | $379.8 萬 | 0.00% | +15,712+202.3% | 加碼 |
| Nomura Asset Management Co Ltd | 23,307 | $377.0 萬 | 0.01% | +2,934+14.4% | 加碼 |
| Rockefeller Capital Management L.P. | 23,225 | $375.6 萬 | 0.01% | +2,797+13.7% | 加碼 |
| Independent Financial Group, LLC | 23,176 | $374.8 萬 | 0.10% | +4,993+27.5% | 加碼 |
| CIBC Asset Management Inc | 22,255 | $360.0 萬 | 0.01% | −328−1.5% | 減碼 |
| NEOS Investment Management LLC | 22,033 | $356.4 萬 | 0.04% | +15,576+241.2% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 21,924 | $354.6 萬 | 0.44% | +21,924 | 新進 |
| ExodusPoint Capital Management, LP | 21,867 | $353.7 萬 | 0.04% | +21,867 | 新進 |
| Vontobel Holding Ltd. | 21,623 | $349.7 萬 | 0.01% | −3,007−12.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 20,950 | $338.8 萬 | 0.39% | −1,517−6.8% | 減碼 |
| Tower View Investment Management & Research LLC | 20,809 | $336.6 萬 | 1.74% | +240+1.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 20,674 | $334.0 萬 | 0.08% | −1,439−6.5% | 減碼 |
| Modus Advisors, LLC | 20,608 | $333.3 萬 | 0.99% | +1,153+5.9% | 加碼 |
| Guardian Capital LP | 20,481 | $331.3 萬 | 0.12% | −135−0.7% | 減碼 |
| GAM Holding AG | 20,314 | $328.6 萬 | 0.23% | −1,305−6.0% | 減碼 |
| Fortress Investment Group LLC | 20,000 | $323.5 萬 | 0.46% | +20,000 | 新進 |
| Lazard Freres Gestion S.A.S. | 0 | $323.4 萬 | 0.07% | −12,000−100.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 18,544 | $299.9 萬 | 0.15% | −656−3.4% | 減碼 |
| Equitable Holdings, Inc. | 18,312 | $296.2 萬 | 0.02% | +7,063+62.8% | 加碼 |