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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 92,055 | $1,302 萬 | 0.09% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 90,782 | $1,284 萬 | 0.04% | +1,495+1.7% | 加碼 |
| Nomura Holdings Inc | 89,895 | $1,272 萬 | 0.06% | +89,895 | 新進 |
| AXA Investment Managers S.A. | 89,548 | $1,267 萬 | 0.03% | +89,548 | 新進 |
| UNICOM Systems, Inc. | 89,000 | $1,259 萬 | 1.24% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 88,954 | $1,259 萬 | 0.02% | −19,010−17.6% | 減碼 |
| La Banque Postale Asset Management SA | 87,757 | $1,242 萬 | 0.15% | −14,712−14.4% | 減碼 |
| Envestnet Asset Management Inc | 85,107 | $1,204 萬 | 0.00% | +13,256+18.4% | 加碼 |
| Diversify Advisory Services, LLC | 69,509 | $1,172 萬 | 0.39% | −1,531−2.2% | 減碼 |
| Manchester Global Management (UK) Ltd | 81,000 | $1,146 萬 | 1.51% | +81,000 | 新進 |
| Cantor Fitzgerald, L. P. | 76,958 | $1,089 萬 | 0.21% | +26,022+51.1% | 加碼 |
| Marsico Capital Management LLC | 74,378 | $1,052 萬 | 0.27% | +7,108+10.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 74,279 | $1,051 萬 | 0.03% | −21,158−22.2% | 減碼 |
| HSBC Holdings PLC | 74,275 | $1,038 萬 | 0.01% | −26,871−26.6% | 減碼 |
| Broadleaf Partners, LLC | 71,316 | $1,009 萬 | 2.10% | −1,117−1.5% | 減碼 |
| Global X Japan Co., Ltd. | 71,308 | $1,009 萬 | 0.87% | −8,931−11.1% | 減碼 |
| Credit Agricole S A | 71,109 | $1,006 萬 | 0.03% | +71,109 | 新進 |
| Citadel Advisors LLC | 70,635 | $999.4 萬 | 0.01% | −456,986−86.6% | 減碼 |
| Pacer Advisors, Inc. | 69,702 | $986.2 萬 | 0.03% | +39,913+134.0% | 加碼 |
| Nepsis, Inc. | 69,646 | $985.4 萬 | 3.12% | −14,074−16.8% | 減碼 |
| Natixis | 68,123 | $963.9 萬 | 0.05% | +60,477+791.0% | 加碼 |
| Assetmark, Inc | 67,689 | $957.7 萬 | 0.02% | +3,125+4.8% | 加碼 |
| Bank of New York Mellon Corp | 66,284 | $937.9 萬 | 0.00% | −31,737−32.4% | 減碼 |
| APG Asset Management N.V. | 75,900 | $914.0 萬 | 0.03% | +2,200+3.0% | 加碼 |
| Alliancebernstein L.P. | 62,859 | $889.4 萬 | 0.00% | −39,865−38.8% | 減碼 |
| Marex Group plc | 62,535 | $884.6 萬 | 0.11% | +46,260+284.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,384 | $868.5 萬 | 0.01% | +7,086+13.1% | 加碼 |
| NCP Inc. | 60,000 | $848.9 萬 | 6.31% | +6,000+11.1% | 加碼 |
| Lansdowne Partners (UK) LLP | 59,975 | $848.6 萬 | 0.72% | +59,975 | 新進 |
| Victory Capital Management Inc | 59,297 | $839.0 萬 | 0.01% | +442+0.8% | 加碼 |
| Creative Planning | 58,856 | $832.8 萬 | 0.01% | +53,531+1,005.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 58,535 | $828.2 萬 | 1.24% | +6,394+12.3% | 加碼 |
| Tudor Investment Corp Et Al | 57,498 | $813.5 萬 | 0.05% | +57,498 | 新進 |
| Jones Financial Companies LLLP | 57,968 | $809.3 萬 | 0.01% | +10,083+21.1% | 加碼 |
| Quinn Opportunity Partners LLC | 52,877 | $748.2 萬 | 0.55% | +52,877 | 新進 |
| Nissay Asset Management Corp | 52,792 | $747.0 萬 | 0.04% | −6,742−11.3% | 減碼 |
| Stifel Financial Corp | 50,160 | $709.7 萬 | 0.01% | +3,698+8.0% | 加碼 |
| Telemark Asset Management, LLC | 50,000 | $707.5 萬 | 0.67% | −50,000−50.0% | 減碼 |
| Allianz Asset Management GmbH | 48,615 | $687.9 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 46,812 | $662.3 萬 | 0.02% | +25,189+116.5% | 加碼 |
| Guggenheim Capital LLC | 44,997 | $636.7 萬 | 0.05% | +838+1.9% | 加碼 |
| Cetera Investment Advisers | 44,767 | $633.4 萬 | 0.01% | +14,113+46.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,997 | $629.9 萬 | 0.05% | +31,087+223.5% | 加碼 |
| Stanley-Laman Group, Ltd. | 43,952 | $621.9 萬 | 0.89% | +43,952 | 新進 |
| Royal Fund Management, LLC | 43,060 | $609.3 萬 | 0.75% | +36,700+577.0% | 加碼 |
| Oppenheimer & Co Inc | 42,602 | $602.8 萬 | 0.07% | +125+0.3% | 加碼 |
| Capital International Sarl | 42,384 | $599.7 萬 | 0.10% | +1,094+2.6% | 加碼 |
| NEOS Investment Management LLC | 41,343 | $585.0 萬 | 0.04% | +19,310+87.6% | 加碼 |
| Commonwealth Equity Services, LLC | 41,194 | $582.8 萬 | 0.01% | −23,734−36.6% | 減碼 |
| Brinker Capital Investments, LLC | 40,723 | $576.2 萬 | 0.04% | +1,911+4.9% | 加碼 |
| Capital Fund Management S.A. | 40,300 | $570.2 萬 | 0.06% | +40,300 | 新進 |
| Intrinsic Edge Capital Management LLC | 40,000 | $566.0 萬 | 0.86% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 39,996 | $565.9 萬 | 0.05% | +4,876+13.9% | 加碼 |
| Lagoda Investment Management, L.P. | 38,670 | $547.1 萬 | 3.10% | +4,545+13.3% | 加碼 |
| Van Eck Associates Corp | 38,588 | $546.0 萬 | 0.01% | +22,733+143.4% | 加碼 |
| Deutsche Bank AG | 38,367 | $542.9 萬 | 0.00% | −242,019−86.3% | 減碼 |
| Bank of Montreal | 36,691 | $519.1 萬 | 0.00% | +4,055+12.4% | 加碼 |
| Venture Visionary Partners LLC | 35,835 | $507.0 萬 | 0.17% | −210−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 35,816 | $506.8 萬 | 0.01% | +3,622+11.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,469 | $501.9 萬 | 0.00% | −1,495−4.0% | 減碼 |
| Walleye Capital LLC | 35,143 | $497.2 萬 | 0.04% | +35,055+39,835.2% | 加碼 |
| Jackson Square Capital, LLC | 35,037 | $495.7 萬 | 1.08% | −3,489−9.1% | 減碼 |
| National Bank of Canada | 34,562 | $488.9 萬 | 0.01% | −5,847−14.5% | 減碼 |
| Group One Trading, L.P. | 33,495 | $473.9 萬 | 0.14% | −153,638−82.1% | 減碼 |
| GAM Holding AG | 33,314 | $471.4 萬 | 0.29% | +13,000+64.0% | 加碼 |
| Pinnacle Associates Ltd | 33,297 | $471.1 萬 | 0.06% | −2,060−5.8% | 減碼 |
| Covenant Asset Management, LLC | 33,128 | $468.7 萬 | 0.88% | +301+0.9% | 加碼 |
| Blue Fin Capital, Inc. | 33,104 | $468.4 萬 | 0.74% | +226+0.7% | 加碼 |
| Telligent Fund, LP | 32,000 | $452.8 萬 | 3.87% | 00.0% | 不變 |
| HighTower Advisors, LLC | 30,528 | $431.9 萬 | 0.00% | +1,227+4.2% | 加碼 |
| GWM Advisors LLC | 29,921 | $423.3 萬 | 0.02% | −1,931−6.1% | 減碼 |
| Long Corridor Asset Management Ltd | 28,800 | $407.5 萬 | 1.66% | +28,800 | 新進 |
| USS Investment Management Ltd | 28,427 | $402.1 萬 | 0.02% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 27,937 | $395.3 萬 | 0.03% | −15,754−36.1% | 減碼 |
| Simplex Trading, LLC | 27,036 | $382.5 萬 | 0.08% | +27,036 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,973 | $381.6 萬 | 0.00% | −49,521−64.7% | 減碼 |
| GF Fund Management Co. Ltd. | 26,644 | $377.0 萬 | 0.07% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 26,572 | $376.0 萬 | 0.01% | +3,347+14.4% | 加碼 |
| Charles Schwab Investment Management Inc | 26,458 | $374.4 萬 | 0.00% | −7,490−22.1% | 減碼 |
| Capital International Ltd | 25,475 | $360.4 萬 | 0.13% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 25,495 | $360.4 萬 | 0.15% | +7,725+43.5% | 加碼 |
| Mariner, LLC | 25,374 | $359.0 萬 | 0.00% | −1,864−6.8% | 減碼 |
| Slow Capital, Inc. | 24,591 | $347.9 萬 | 0.41% | +195+0.8% | 加碼 |
| Sofos Investments, Inc. | 24,434 | $345.7 萬 | 0.68% | +24,434 | 新進 |
| Baker Chad R | 24,225 | $342.8 萬 | 0.59% | +12,070+99.3% | 加碼 |
| Nomura Asset Management Co Ltd | 23,514 | $332.7 萬 | 0.01% | +207+0.9% | 加碼 |
| Russell Investments Group, Ltd. | 23,480 | $332.2 萬 | 0.00% | 00.0% | 不變 |
| Independent Financial Group, LLC | 22,987 | $325.2 萬 | 0.08% | −189−0.8% | 減碼 |
| CIBC Asset Management Inc | 22,255 | $314.9 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 25,362 | $314.5 萬 | 0.01% | +25,362 | 新進 |
| Modus Advisors, LLC | 22,010 | $311.4 萬 | 0.85% | +1,402+6.8% | 加碼 |
| Acadian Asset Management LLC | 21,711 | $306.7 萬 | 0.01% | +9,354+75.7% | 加碼 |
| Tower View Investment Management & Research LLC | 21,253 | $300.7 萬 | 1.56% | +444+2.1% | 加碼 |
| CacheTech Inc. | 20,645 | $292.1 萬 | 0.59% | −3,111−13.1% | 減碼 |
| Guardian Capital LP | 20,185 | $285.6 萬 | 0.09% | −296−1.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 20,150 | $285.1 萬 | 0.00% | +20,150 | 新進 |
| SIH Partners, LLLP | 20,000 | $283.0 萬 | 0.25% | +20,000 | 新進 |
| Chicago Capital, LLC | 19,411 | $274.6 萬 | 0.07% | +3,679+23.4% | 加碼 |
| SG Americas Securities, LLC | 19,202 | $271.7 萬 | 0.01% | −35,078−64.6% | 減碼 |
| Adams Wealth Management | 19,033 | $269.3 萬 | 0.58% | −4,723−19.9% | 減碼 |