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 3 季 13F 持有人
Arm Holdings PLC 在 2025/9/30 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
- 659
- 較 2025 年第 2 季 +8 家
- 持有股數
- 7,480 萬
- 較 2025 年第 2 季 −621.1 萬 (−7.7%)
- 總市值
- $105.8 億
- 較 2025 年第 2 季 −$25.2 億 (−19.3%)
- 新進機構
- 105
- 另有 247 家加碼
- 清倉機構
- 97
- 另有 179 家減碼
另有 18 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 4,772,592 | $6.75 億 | 0.09% | −175,845−3.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,225,943 | $5.98 億 | 0.54% | +63,623+1.5% | 加碼 |
| Morgan Stanley | 3,737,692 | $5.29 億 | 0.03% | −38,936−1.0% | 減碼 |
| Goldman Sachs Group Inc | 3,409,592 | $4.82 億 | 0.07% | −256,131−7.0% | 減碼 |
| Sustainable Growth Advisers, LP | 2,881,709 | $4.08 億 | 2.39% | −575,511−16.6% | 減碼 |
| Coatue Management LLC大師Coatue | 2,259,826 | $3.20 億 | 0.78% | −2,373,628−51.2% | 減碼 |
| UBS Group AG | 2,062,762 | $2.92 億 | 0.06% | −1,229,572−37.3% | 減碼 |
| Alphabet Inc. | 1,960,784 | $2.77 億 | 11.52% | 00.0% | 不變 |
| Bank of America Corp | 1,802,973 | $2.55 億 | 0.02% | +326,230+22.1% | 加碼 |
| Invesco Ltd. | 1,772,123 | $2.51 億 | 0.04% | +390,217+28.2% | 加碼 |
| Capital Research Global Investors | 1,718,132 | $2.43 億 | 0.05% | +1,718,132 | 新進 |
| Schroder Investment Management Group | 1,704,275 | $2.41 億 | 0.19% | −3,041,682−64.1% | 減碼 |
| Wellington Management Group LLP | 1,516,150 | $2.15 億 | 0.04% | +456,479+43.1% | 加碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $2.13 億 | 1.19% | 00.0% | 不變 |
| FMR LLC | 1,497,054 | $2.12 億 | 0.01% | +68,579+4.8% | 加碼 |
| Hyperion Asset Management Ltd | 1,434,591 | $2.03 億 | 5.66% | +1,434,591 | 新進 |
| Franklin Resources Inc | 1,451,025 | $2.00 億 | 0.05% | +33,196+2.3% | 加碼 |
| JPMorgan Chase & Co | 1,114,279 | $1.58 億 | 0.01% | +960,792+626.0% | 加碼 |
| BlackRock, Inc. | 1,104,503 | $1.56 億 | 0.00% | −30,886−2.7% | 減碼 |
| NVIDIA Corp | 1,101,249 | $1.56 億 | 4.05% | 00.0% | 不變 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,098,139 | $1.55 億 | 2.05% | +164,931+17.7% | 加碼 |
| Nuveen, LLC | 911,376 | $1.29 億 | 0.03% | +911,376 | 新進 |
| BNP Paribas Arbitrage, SA | 876,284 | $1.24 億 | 0.10% | −218,581−20.0% | 減碼 |
| Artisan Partners Limited Partnership | 860,625 | $1.22 億 | 0.18% | −1,173,910−57.7% | 減碼 |
| Loomis Sayles & Co L P | 850,281 | $1.20 億 | 0.14% | +22,141+2.7% | 加碼 |
| Marshall Wace, LLP | 818,637 | $1.16 億 | 0.13% | +335,685+69.5% | 加碼 |
| Employees Provident Fund Board | 800,000 | $1.13 億 | 0.91% | +66,481+9.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 695,330 | $9,838 萬 | 0.28% | −169,330−19.6% | 減碼 |
| Robeco Schweiz AG | 675,400 | $9,556 萬 | 2.15% | −56,096−7.7% | 減碼 |
| Barclays PLC | 660,401 | $9,344 萬 | 0.03% | +132,783+25.2% | 加碼 |
| First Trust Advisors LP | 650,296 | $9,201 萬 | 0.07% | +46,000+7.6% | 加碼 |
| Baillie Gifford & Co | 640,877 | $9,068 萬 | 0.07% | +640,877 | 新進 |
| Robeco Institutional Asset Management B.V. | 576,972 | $8,164 萬 | 0.12% | +56,507+10.9% | 加碼 |
| American Century Companies Inc | 570,291 | $8,069 萬 | 0.04% | −26,289−4.4% | 減碼 |
| Price T Rowe Associates Inc | 523,414 | $7,406 萬 | 0.01% | +517,950+9,479.3% | 加碼 |
| Citigroup Inc | 519,326 | $7,348 萬 | 0.05% | −76,862−12.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 499,772 | $7,071 萬 | 1.37% | +22,483+4.7% | 加碼 |
| Renaissance Technologies LLC | 495,400 | $7,009 萬 | 0.09% | +308,800+165.5% | 加碼 |
| State Street Corp | 473,328 | $6,697 萬 | 0.00% | +31,883+7.2% | 加碼 |
| NZS Capital, LLC | 447,955 | $6,338 萬 | 1.94% | +110,765+32.8% | 加碼 |
| Rafferty Asset Management, LLC | 447,232 | $6,328 萬 | 0.21% | −59,642−11.8% | 減碼 |
| Royal Bank of Canada | 445,871 | $6,309 萬 | 0.01% | +192,635+76.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 367,964 | $5,206 萬 | 0.16% | −67,938−15.6% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 348,067 | $4,925 萬 | 0.50% | +978+0.3% | 加碼 |
| Wells Fargo & Company | 347,276 | $4,914 萬 | 0.01% | −123,976−26.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 314,261 | $4,446 萬 | 0.08% | −6,749−2.1% | 減碼 |
| Swedbank AB | 313,000 | $4,429 萬 | 0.04% | +57,300+22.4% | 加碼 |
| Walleye Trading LLC | 304,023 | $4,302 萬 | 0.69% | −514,544−62.9% | 減碼 |
| Raymond James Financial Inc | 299,537 | $4,238 萬 | 0.01% | −15,858−5.0% | 減碼 |
| Mark Asset Management LP | 298,132 | $4,218 萬 | 4.31% | +56,412+23.3% | 加碼 |
| LPL Financial LLC | 297,033 | $4,203 萬 | 0.01% | +12,034+4.2% | 加碼 |
| Penserra Capital Management LLC | 270,899 | $3,833 萬 | 0.46% | +50,395+22.9% | 加碼 |
| Mawer Investment Management Ltd. | 269,784 | $3,817 萬 | 0.20% | −5,963−2.2% | 減碼 |
| SEI Investments Co | 241,876 | $3,422 萬 | 0.04% | −280,437−53.7% | 減碼 |
| Primecap Management Co | 235,340 | $3,330 萬 | 0.03% | −250−0.1% | 減碼 |
| Banque Transatlantique SA | 227,749 | $3,227 萬 | 0.79% | −1,884−0.8% | 減碼 |
| Nwi Management LP | 225,000 | $3,184 萬 | 3.14% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 221,053 | $3,128 萬 | 0.05% | −164,142−42.6% | 減碼 |
| PEAK6 LLC | 217,068 | $3,071 萬 | 0.77% | +217,068 | 新進 |
| Dock Street Asset Management Inc | 216,563 | $3,064 萬 | 2.68% | −8,889−3.9% | 減碼 |
| Two Sigma Investments, LP | 209,411 | $2,963 萬 | 0.05% | +209,411 | 新進 |
| Ameriprise Financial Inc | 206,370 | $2,920 萬 | 0.01% | −2,187−1.0% | 減碼 |
| Legal & General Group Plc | 204,990 | $2,900 萬 | 0.01% | +9,017+4.6% | 加碼 |
| Toroso Investments, LLC | 203,841 | $2,884 萬 | 0.12% | +129,082+172.7% | 加碼 |
| Voya Investment Management LLC | 202,443 | $2,864 萬 | 0.03% | +27,228+15.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 185,057 | $2,618 萬 | 0.42% | +185,057 | 新進 |
| Pacific Heights Asset Management LLC | 185,000 | $2,618 萬 | 1.16% | +45,000+32.1% | 加碼 |
| Jane Street Group, LLC | 170,635 | $2,414 萬 | 0.03% | +90,112+111.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 168,559 | $2,385 萬 | 0.04% | +60,311+55.7% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 167,900 | $2,376 萬 | 0.60% | +167,900 | 新進 |
| Man Group plc | 163,397 | $2,312 萬 | 0.04% | −54,243−24.9% | 減碼 |
| CIBC World Markets Inc. | 154,850 | $2,191 萬 | 0.05% | −17,533−10.2% | 減碼 |
| Two Sigma Advisers, LP | 154,400 | $2,185 萬 | 0.04% | +154,400 | 新進 |
| Neuberger Berman Group LLC | 153,237 | $2,168 萬 | 0.02% | −4,954−3.1% | 減碼 |
| Rheos Capital Works Inc. | 149,600 | $2,117 萬 | 1.18% | +19,600+15.1% | 加碼 |
| ProShare Advisors LLC | 149,161 | $2,110 萬 | 0.04% | −34,185−18.6% | 減碼 |
| Liontrust Investment Partners LLP | 148,748 | $2,105 萬 | 0.31% | −29,161−16.4% | 減碼 |
| TD Asset Management Inc | 140,044 | $1,981 萬 | 0.02% | +109,828+363.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 138,943 | $1,966 萬 | 0.92% | +1,345+1.0% | 加碼 |
| Vident Advisory, LLC | 135,439 | $1,916 萬 | 0.19% | −17,116−11.2% | 減碼 |
| Jump Financial, LLC | 133,700 | $1,892 萬 | 0.24% | +126,929+1,874.6% | 加碼 |
| Groupe la Francaise | 125,078 | $1,771 萬 | 0.24% | +1,026+0.8% | 加碼 |
| CWM, LLC | 124,025 | $1,755 萬 | 0.05% | +9,451+8.2% | 加碼 |
| Millennium Management LLC | 123,600 | $1,749 萬 | 0.01% | +96,896+362.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 121,944 | $1,725 萬 | 0.51% | −471,682−79.5% | 減碼 |
| SBI Securities Co., Ltd. | 118,381 | $1,675 萬 | 0.43% | −2,837−2.3% | 減碼 |
| Geode Capital Management, LLC | 118,243 | $1,673 萬 | 0.00% | +4,908+4.3% | 加碼 |
| Handelsbanken Fonder AB | 118,015 | $1,670 萬 | 0.05% | −3,467−2.9% | 減碼 |
| Clear Street Group Inc. | 116,334 | $1,646 萬 | 0.08% | +116,334 | 新進 |
| Twin Tree Management, LP | 110,894 | $1,569 萬 | 0.73% | −96,530−46.5% | 減碼 |
| State of Wisconsin Investment Board | 110,800 | $1,568 萬 | 0.04% | +110,800 | 新進 |
| Centiva Capital, LP | 110,220 | $1,560 萬 | 1.45% | +110,220 | 新進 |
| Ardsley Advisory Partners LP | 108,000 | $1,528 萬 | 2.34% | +500+0.5% | 加碼 |
| Franklin Street Advisors Inc | 106,540 | $1,507 萬 | 0.87% | +860+0.8% | 加碼 |
| Stony Point Capital LLC | 106,096 | $1,501 萬 | 1.05% | +5,042+5.0% | 加碼 |
| Advisor Group Holdings, Inc. | 107,536 | $1,491 萬 | 0.02% | −18,632−14.8% | 減碼 |
| Renaissance Capital LLC | 104,090 | $1,473 萬 | 8.25% | +4,527+4.5% | 加碼 |
| United Capital Management of KS, Inc. | 100,865 | $1,427 萬 | 1.94% | −3,186−3.1% | 減碼 |
| Silvant Capital Management LLC | 98,986 | $1,401 萬 | 0.49% | +3,695+3.9% | 加碼 |
| Colony Group, LLC | 98,296 | $1,391 萬 | 0.02% | +29,596+43.1% | 加碼 |