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 $350.1 億；Altimeter 資本、杜肯家族辦公室等 3 位大師持有。
2026 年第 1 季 13F 持有人
Arm Holdings PLC 在 2026/3/31 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
- 745
- 較 2025 年第 4 季 +105 家
- 持有股數
- 9,161 萬
- 較 2025 年第 4 季 +845.2 萬 (+10.2%)
- 總市值
- $138.6 億
- 較 2025 年第 4 季 +$47.6 億 (+52.3%)
- 新進機構
- 189
- 另有 230 家加碼
- 清倉機構
- 84
- 另有 212 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $350.1 億 |
| 2026 年第 1 季 | 745 | $138.6 億 |
| 2025 年第 4 季 | 654 | $91.0 億 |
| 2025 年第 3 季 | 659 | $108.1 億 |
| 2025 年第 2 季 | 669 | $132.2 億 |
| 2025 年第 1 季 | 636 | $81.1 億 |
| 2024 年第 4 季 | 641 | $79.4 億 |
| 2024 年第 3 季 | 615 | $87.7 億 |
| 2024 年第 2 季 | 568 | $100.9 億 |
| 2024 年第 1 季 | 410 | $80.0 億 |
| 2023 年第 4 季 | 272 | $59.3 億 |
| 2023 年第 3 季 | 210 | $40.1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,376,278 | $14.2 億 | 1.29% | +7,245,019+339.9% | 加碼 |
| Invesco Ltd. | 5,883,125 | $8.90 億 | 0.09% | +348,032+6.3% | 加碼 |
| Morgan Stanley | 4,463,815 | $6.75 億 | 0.04% | +680,809+18.0% | 加碼 |
| Capital Research Global Investors | 4,218,729 | $6.38 億 | 0.10% | +2,413,619+133.7% | 加碼 |
| Schroder Investment Management Group | 3,824,345 | $5.79 億 | 0.47% | +1,933,035+102.2% | 加碼 |
| FMR LLC | 2,449,030 | $3.70 億 | 0.02% | +718,456+41.5% | 加碼 |
| Van Eck Associates Corp | 2,212,884 | $3.35 億 | 0.25% | +2,162,503+4,292.3% | 加碼 |
| Sustainable Growth Advisers, LP | 2,007,159 | $3.04 億 | 2.86% | −660,971−24.8% | 減碼 |
| Alphabet Inc. | 1,960,784 | $2.97 億 | 7.39% | 00.0% | 不變 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,715,440 | $2.60 億 | 4.55% | +1,715,440 | 新進 |
| UBS Group AG | 1,677,045 | $2.54 億 | 0.05% | −1490.0% | 減碼 |
| Wellington Management Group LLP | 1,655,703 | $2.50 億 | 0.05% | −493,456−23.0% | 減碼 |
| Goldman Sachs Group Inc | 1,629,861 | $2.47 億 | 0.03% | −2,244,096−57.9% | 減碼 |
| Hyperion Asset Management Ltd | 1,598,537 | $2.42 億 | 7.71% | −237,648−12.9% | 減碼 |
| Franklin Resources Inc | 1,551,049 | $2.35 億 | 0.06% | +89,639+6.1% | 加碼 |
| Employees Provident Fund Board | 1,400,000 | $2.12 億 | 1.60% | +300,000+27.3% | 加碼 |
| Mubadala Investment Co PJSC | 1,376,960 | $2.08 億 | 1.02% | 00.0% | 不變 |
| BlackRock, Inc. | 1,242,684 | $1.88 億 | 0.00% | −65,343−5.0% | 減碼 |
| Capital International Investors | 1,165,530 | $1.76 億 | 0.04% | +1,165,530 | 新進 |
| Robeco Schweiz AG | 1,007,404 | $1.52 億 | 3.22% | +344,739+52.0% | 加碼 |
| Rathbone Brothers plc | 995,056 | $1.51 億 | 0.31% | −5,030−0.5% | 減碼 |
| SG Americas Securities, LLC | 971,067 | $1.47 億 | 0.16% | +705,459+265.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 945,152 | $1.43 億 | 0.08% | +872,644+1,203.5% | 加碼 |
| Lansdowne Partners (UK) LLP | 935,503 | $1.42 億 | 7.58% | +463,427+98.2% | 加碼 |
| Balyasny Asset Management LLC | 924,723 | $1.40 億 | 0.27% | +877,449+1,856.1% | 加碼 |
| Loomis Sayles & Co L P | 860,262 | $1.30 億 | 0.18% | +30,344+3.7% | 加碼 |
| Susquehanna International Group, LLP | 780,619 | $1.18 億 | 0.15% | −1,100,197−58.5% | 減碼 |
| Janus Henderson Group PLC | 767,534 | $1.16 億 | 0.06% | +767,534 | 新進 |
| Citigroup Inc | 753,058 | $1.14 億 | 0.07% | +45,541+6.4% | 加碼 |
| First Trust Advisors LP | 740,398 | $1.12 億 | 0.08% | −209,615−22.1% | 減碼 |
| Bank of America Corp | 706,252 | $1.07 億 | 0.01% | −1,639,301−69.9% | 減碼 |
| Analog Century Management LP | 691,364 | $1.05 億 | 4.99% | +691,364 | 新進 |
| Artisan Partners Limited Partnership | 669,054 | $1.01 億 | 0.17% | −574,083−46.2% | 減碼 |
| Barclays PLC | 643,726 | $9,738 萬 | 0.03% | −323,877−33.5% | 減碼 |
| Baillie Gifford & Co | 611,897 | $9,257 萬 | 0.09% | −631−0.1% | 減碼 |
| Bridgewater Associates, LP | 593,361 | $8,976 萬 | 0.40% | +267,041+81.8% | 加碼 |
| Two Sigma Investments, LP | 580,038 | $8,775 萬 | 0.07% | −679,117−53.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 570,263 | $8,627 萬 | 0.12% | −877−0.2% | 減碼 |
| Ameriprise Financial Inc | 521,298 | $7,919 萬 | 0.02% | +84,499+19.3% | 加碼 |
| Price T Rowe Associates Inc | 493,865 | $7,471 萬 | 0.01% | +16,825+3.5% | 加碼 |
| Altshuler Shaham Ltd | 478,289 | $7,236 萬 | 1.32% | +325,186+212.4% | 加碼 |
| NZS Capital, LLC | 467,303 | $7,069 萬 | 2.36% | +55,555+13.5% | 加碼 |
| SEI Investments Co | 454,220 | $6,871 萬 | 0.06% | +183,045+67.5% | 加碼 |
| Whale Rock Capital Management LLC | 452,384 | $6,844 萬 | 0.88% | +452,384 | 新進 |
| Swedbank AB | 421,000 | $6,369 萬 | 0.07% | +57,000+15.7% | 加碼 |
| Nwi Management LP | 413,460 | $6,255 萬 | 1.91% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 408,257 | $6,176 萬 | 0.74% | +41,528+11.3% | 加碼 |
| Defiance ETFs, LLC | 387,564 | $5,863 萬 | 0.84% | +33,417+9.4% | 加碼 |
| Penserra Capital Management LLC | 383,257 | $5,798 萬 | 0.68% | +29,110+8.2% | 加碼 |
| Rafferty Asset Management, LLC | 382,080 | $5,780 萬 | 0.23% | −102,528−21.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 381,242 | $5,767 萬 | 0.17% | −36,533−8.7% | 減碼 |
| Toroso Investments, LLC | 371,037 | $5,613 萬 | 0.18% | +159,199+75.2% | 加碼 |
| Wells Fargo & Company | 366,000 | $5,537 萬 | 0.01% | +954+0.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 361,706 | $5,472 萬 | 0.06% | +261,563+261.2% | 加碼 |
| Mark Asset Management LP | 351,641 | $5,320 萬 | 7.06% | +67,824+23.9% | 加碼 |
| Liontrust Investment Partners LLP | 347,339 | $5,255 萬 | 0.90% | +202,410+139.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 345,322 | $5,224 萬 | 0.43% | +345,322 | 新進 |
| Pacific Heights Asset Management LLC | 325,000 | $4,917 萬 | 1.65% | +50,000+18.2% | 加碼 |
| Jane Street Group, LLC | 315,527 | $4,773 萬 | 0.05% | +253,166+406.0% | 加碼 |
| Voya Investment Management LLC | 309,512 | $4,682 萬 | 0.05% | +50,280+19.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 306,620 | $4,639 萬 | 0.04% | +178,405+139.1% | 加碼 |
| Nuveen, LLC | 303,909 | $4,598 萬 | 0.01% | −1,060,192−77.7% | 減碼 |
| 1832 Asset Management L.P. | 300,000 | $4,538 萬 | 0.06% | +300,000 | 新進 |
| Tensor Edge Capital, LLC | 289,461 | $4,379 萬 | 7.53% | +289,461 | 新進 |
| Citadel Advisors LLC | 288,820 | $4,369 萬 | 0.03% | −217,895−43.0% | 減碼 |
| Raymond James Financial Inc | 285,505 | $4,319 萬 | 0.01% | +78,488+37.9% | 加碼 |
| State Street Corp | 279,616 | $4,230 萬 | 0.00% | −4,584−1.6% | 減碼 |
| Tran Capital Management, L.P. | 272,907 | $4,129 萬 | 5.67% | +83,411+44.0% | 加碼 |
| Millennium Management LLC | 270,164 | $4,087 萬 | 0.03% | +126,473+88.0% | 加碼 |
| LPL Financial LLC | 260,253 | $3,937 萬 | 0.01% | −7,477−2.8% | 減碼 |
| Public Employees Retirement System of Ohio | 257,788 | $3,900 萬 | 0.13% | +151,005+141.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 240,520 | $3,639 萬 | 0.02% | −344,985−58.9% | 減碼 |
| Primecap Management Co | 233,880 | $3,538 萬 | 0.03% | 00.0% | 不變 |
| Royal Bank of Canada | 231,046 | $3,495 萬 | 0.01% | −49,579−17.7% | 減碼 |
| Colony Group, LLC | 230,852 | $3,492 萬 | 0.04% | +121,607+111.3% | 加碼 |
| Dock Street Asset Management Inc | 214,885 | $3,251 萬 | 3.42% | −1,350−0.6% | 減碼 |
| Clear Street Group Inc. | 200,879 | $3,039 萬 | 0.17% | +78,146+63.7% | 加碼 |
| American Century Companies Inc | 193,381 | $2,926 萬 | 0.02% | −351,117−64.5% | 減碼 |
| Rheos Capital Works Inc. | 189,600 | $2,868 萬 | 1.91% | +10,000+5.6% | 加碼 |
| Centiva Capital, LP | 186,321 | $2,819 萬 | 1.31% | +175,519+1,624.9% | 加碼 |
| Legal & General Group Plc | 179,172 | $2,709 萬 | 0.01% | +5,657+3.3% | 加碼 |
| ProShare Advisors LLC | 177,885 | $2,691 萬 | 0.04% | −37,986−17.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 173,336 | $2,622 萬 | 0.08% | +173,336 | 新進 |
| UBS Asset Management Americas Inc | 171,463 | $2,594 萬 | 0.01% | −46,226−21.2% | 減碼 |
| Silvant Capital Management LLC | 168,598 | $2,551 萬 | 0.88% | +69,462+70.1% | 加碼 |
| Qube Research & Technologies Ltd | 168,020 | $2,542 萬 | 0.04% | +120,095+250.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 164,754 | $2,492 萬 | 0.93% | +164,754 | 新進 |
| Eurizon Capital SGR S.p.A. | 163,178 | $2,467 萬 | 0.08% | +45,524+38.7% | 加碼 |
| JPMorgan Chase & Co | 178,620 | $2,446 萬 | 0.00% | −801,117−81.8% | 減碼 |
| La Banque Postale Asset Management SA | 159,007 | $2,405 萬 | 0.33% | +49,147+44.7% | 加碼 |
| Alliancebernstein L.P. | 217,999 | $2,383 萬 | 0.01% | +192,871+767.6% | 加碼 |
| Pacer Advisors, Inc. | 139,386 | $2,109 萬 | 0.06% | +22,765+19.5% | 加碼 |
| CIBC World Markets Inc. | 131,971 | $1,996 萬 | 0.04% | −50,005−27.5% | 減碼 |
| CWM, LLC | 131,727 | $1,993 萬 | 0.05% | +1,267+1.0% | 加碼 |
| Banque Transatlantique SA | 124,314 | $1,882 萬 | 0.45% | −83,724−40.2% | 減碼 |
| Talos Asset Management LP | 121,200 | $1,834 萬 | 3.13% | +121,200 | 新進 |
| Geode Capital Management, LLC | 118,989 | $1,800 萬 | 0.00% | +3,246+2.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 116,595 | $1,763 萬 | 0.02% | −88,838−43.2% | 減碼 |
| Quinn Opportunity Partners LLC | 115,850 | $1,753 萬 | 0.92% | −48,137−29.4% | 減碼 |
| Neuberger Berman Group LLC | 115,225 | $1,743 萬 | 0.01% | −17,082−12.9% | 減碼 |