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 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 | 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 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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 217,068 | $3,071 萬 | 0.77% | +217,068 | 新進 |
| Susquehanna International Group, LLP | 221,053 | $3,128 萬 | 0.05% | −164,142−42.6% | 減碼 |
| Nwi Management LP | 225,000 | $3,184 萬 | 3.14% | 00.0% | 不變 |
| Banque Transatlantique SA | 227,749 | $3,227 萬 | 0.79% | −1,884−0.8% | 減碼 |
| Primecap Management Co | 235,340 | $3,330 萬 | 0.03% | −250−0.1% | 減碼 |
| SEI Investments Co | 241,876 | $3,422 萬 | 0.04% | −280,437−53.7% | 減碼 |
| Mawer Investment Management Ltd. | 269,784 | $3,817 萬 | 0.20% | −5,963−2.2% | 減碼 |
| Penserra Capital Management LLC | 270,899 | $3,833 萬 | 0.46% | +50,395+22.9% | 加碼 |
| LPL Financial LLC | 297,033 | $4,203 萬 | 0.01% | +12,034+4.2% | 加碼 |
| Mark Asset Management LP | 298,132 | $4,218 萬 | 4.31% | +56,412+23.3% | 加碼 |
| Raymond James Financial Inc | 299,537 | $4,238 萬 | 0.01% | −15,858−5.0% | 減碼 |
| Walleye Trading LLC | 304,023 | $4,302 萬 | 0.69% | −514,544−62.9% | 減碼 |
| Swedbank AB | 313,000 | $4,429 萬 | 0.04% | +57,300+22.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 314,261 | $4,446 萬 | 0.08% | −6,749−2.1% | 減碼 |
| Wells Fargo & Company | 347,276 | $4,914 萬 | 0.01% | −123,976−26.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 348,067 | $4,925 萬 | 0.50% | +978+0.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 367,964 | $5,206 萬 | 0.16% | −67,938−15.6% | 減碼 |
| Royal Bank of Canada | 445,871 | $6,309 萬 | 0.01% | +192,635+76.1% | 加碼 |
| Rafferty Asset Management, LLC | 447,232 | $6,328 萬 | 0.21% | −59,642−11.8% | 減碼 |
| NZS Capital, LLC | 447,955 | $6,338 萬 | 1.94% | +110,765+32.8% | 加碼 |
| State Street Corp | 473,328 | $6,697 萬 | 0.00% | +31,883+7.2% | 加碼 |
| Renaissance Technologies LLC | 495,400 | $7,009 萬 | 0.09% | +308,800+165.5% | 加碼 |
| Zevenbergen Capital Investments LLC | 499,772 | $7,071 萬 | 1.37% | +22,483+4.7% | 加碼 |
| Citigroup Inc | 519,326 | $7,348 萬 | 0.05% | −76,862−12.9% | 減碼 |
| Price T Rowe Associates Inc | 523,414 | $7,406 萬 | 0.01% | +517,950+9,479.3% | 加碼 |
| American Century Companies Inc | 570,291 | $8,069 萬 | 0.04% | −26,289−4.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 576,972 | $8,164 萬 | 0.12% | +56,507+10.9% | 加碼 |
| Baillie Gifford & Co | 640,877 | $9,068 萬 | 0.07% | +640,877 | 新進 |
| First Trust Advisors LP | 650,296 | $9,201 萬 | 0.07% | +46,000+7.6% | 加碼 |
| Barclays PLC | 660,401 | $9,344 萬 | 0.03% | +132,783+25.2% | 加碼 |
| Robeco Schweiz AG | 675,400 | $9,556 萬 | 2.15% | −56,096−7.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 695,330 | $9,838 萬 | 0.28% | −169,330−19.6% | 減碼 |
| Employees Provident Fund Board | 800,000 | $1.13 億 | 0.91% | +66,481+9.1% | 加碼 |
| Marshall Wace, LLP | 818,637 | $1.16 億 | 0.13% | +335,685+69.5% | 加碼 |
| Loomis Sayles & Co L P | 850,281 | $1.20 億 | 0.14% | +22,141+2.7% | 加碼 |
| Artisan Partners Limited Partnership | 860,625 | $1.22 億 | 0.18% | −1,173,910−57.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 876,284 | $1.24 億 | 0.10% | −218,581−20.0% | 減碼 |
| Nuveen, LLC | 911,376 | $1.29 億 | 0.03% | +911,376 | 新進 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,098,139 | $1.55 億 | 2.05% | +164,931+17.7% | 加碼 |
| NVIDIA Corp | 1,101,249 | $1.56 億 | 4.05% | 00.0% | 不變 |
| BlackRock, Inc. | 1,104,503 | $1.56 億 | 0.00% | −30,886−2.7% | 減碼 |
| JPMorgan Chase & Co | 1,114,279 | $1.58 億 | 0.01% | +960,792+626.0% | 加碼 |
| Franklin Resources Inc | 1,451,025 | $2.00 億 | 0.05% | +33,196+2.3% | 加碼 |
| Hyperion Asset Management Ltd | 1,434,591 | $2.03 億 | 5.66% | +1,434,591 | 新進 |
| FMR LLC | 1,497,054 | $2.12 億 | 0.01% | +68,579+4.8% | 加碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $2.13 億 | 1.19% | 00.0% | 不變 |
| Wellington Management Group LLP | 1,516,150 | $2.15 億 | 0.04% | +456,479+43.1% | 加碼 |
| Schroder Investment Management Group | 1,704,275 | $2.41 億 | 0.19% | −3,041,682−64.1% | 減碼 |
| Capital Research Global Investors | 1,718,132 | $2.43 億 | 0.05% | +1,718,132 | 新進 |
| Invesco Ltd. | 1,772,123 | $2.51 億 | 0.04% | +390,217+28.2% | 加碼 |
| Bank of America Corp | 1,802,973 | $2.55 億 | 0.02% | +326,230+22.1% | 加碼 |
| Alphabet Inc. | 1,960,784 | $2.77 億 | 11.52% | 00.0% | 不變 |
| UBS Group AG | 2,062,762 | $2.92 億 | 0.06% | −1,229,572−37.3% | 減碼 |
| Coatue Management LLC大師Coatue | 2,259,826 | $3.20 億 | 0.78% | −2,373,628−51.2% | 減碼 |
| Sustainable Growth Advisers, LP | 2,881,709 | $4.08 億 | 2.39% | −575,511−16.6% | 減碼 |
| Goldman Sachs Group Inc | 3,409,592 | $4.82 億 | 0.07% | −256,131−7.0% | 減碼 |
| Morgan Stanley | 3,737,692 | $5.29 億 | 0.03% | −38,936−1.0% | 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 |
| Capital World Investors | 4,772,592 | $6.75 億 | 0.09% | −175,845−3.6% | 減碼 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −4,567−100.0% | 清倉 |
| Covestor Ltd | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,306,115−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −629,816−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −525,825−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −473,725−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −437,769−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −403,700−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −273,048−100.0% | 清倉 |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −183,815−100.0% | 清倉 |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −135,144−100.0% | 清倉 |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −128,200−100.0% | 清倉 |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −126,100−100.0% | 清倉 |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −106,985−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,260−100.0% | 清倉 |
| Botty Investors LLC | 0 | $0 | 0.00% | −98,039−100.0% | 清倉 |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −95,100−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −73,755−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −46,620−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,766−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −44,000−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −26,661−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −25,533−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,900−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −21,924−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,867−100.0% | 清倉 |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −17,024−100.0% | 清倉 |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −16,924−100.0% | 清倉 |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −15,005−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,584−100.0% | 清倉 |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −14,463−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −13,086−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| KP Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,392−100.0% | 清倉 |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −6,597−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −6,480−100.0% | 清倉 |
| Prospect Hill Management, LLC | 0 | $0 | 0.00% | −6,214−100.0% | 清倉 |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |