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。
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
- 9,091 萬
- 較 2025 年第 4 季 +898.6 萬 (+11.0%)
- 總市值
- $137.5 億
- 較 2025 年第 4 季 +$47.9 億 (+53.4%)
- 新進機構
- 189
- 另有 233 家加碼
- 清倉機構
- 84
- 另有 209 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 | $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 |
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 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | 57,100 | $863.8 萬 | 0.25% | +1,410+2.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 57,401 | $868.4 萬 | 0.02% | +6,195+12.1% | 加碼 |
| Whittier Trust Co | 58,793 | $874.7 萬 | 0.10% | +58,793 | 新進 |
| APG Asset Management N.V. | 68,336 | $897.2 萬 | 0.03% | −417−0.6% | 減碼 |
| Victory Capital Management Inc | 60,368 | $913.2 萬 | 0.01% | −1,900−3.1% | 減碼 |
| Nissay Asset Management Corp | 61,653 | $932.7 萬 | 0.05% | +1,724+2.9% | 加碼 |
| National Bank of Canada | 61,838 | $935.4 萬 | 0.01% | −3,766−5.7% | 減碼 |
| Havemeyer Place LP | 64,097 | $969.7 萬 | 1.12% | +64,097 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 64,704 | $978.2 萬 | 0.05% | +33,347+106.3% | 加碼 |
| Jones Financial Companies LLLP | 70,885 | $1,022 萬 | 0.00% | +7,552+11.9% | 加碼 |
| Stifel Financial Corp | 68,757 | $1,040 萬 | 0.01% | +6,816+11.0% | 加碼 |
| Bank of New York Mellon Corp | 69,904 | $1,058 萬 | 0.00% | −2,550−3.5% | 減碼 |
| Envestnet Asset Management Inc | 71,071 | $1,075 萬 | 0.00% | +23,084+48.1% | 加碼 |
| NEOS Investment Management LLC | 71,843 | $1,087 萬 | 0.05% | +16,340+29.4% | 加碼 |
| Advisor Group Holdings, Inc. | 74,519 | $1,127 萬 | 0.02% | −23,270−23.8% | 減碼 |
| Rockefeller Capital Management L.P. | 77,696 | $1,175 萬 | 0.02% | +50,951+190.5% | 加碼 |
| Berkshire Capital Holdings Inc | 80,450 | $1,217 萬 | 4.39% | +80,440+804,400.0% | 加碼 |
| Diversify Advisory Services, LLC | 60,893 | $1,228 萬 | 1.88% | −4,562−7.0% | 減碼 |
| Handelsbanken Fonder AB | 81,489 | $1,233 萬 | 0.04% | +1,066+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 81,574 | $1,234 萬 | 0.01% | +9,243+12.8% | 加碼 |
| Assetmark, Inc | 81,627 | $1,235 萬 | 0.03% | +16,149+24.7% | 加碼 |
| Renaissance Capital LLC | 59,145 | $1,244 萬 | 9.01% | −10,698−15.3% | 減碼 |
| Sora Investors LLC | 85,000 | $1,286 萬 | 1.18% | +85,000 | 新進 |
| HRT Financial LP | 85,816 | $1,298 萬 | 0.03% | +85,816 | 新進 |
| XTX Topco Ltd | 87,304 | $1,321 萬 | 0.23% | +87,304 | 新進 |
| UNICOM Systems, Inc. | 89,000 | $1,346 萬 | 1.38% | 00.0% | 不變 |
| New York State Common Retirement Fund | 89,032 | $1,347 萬 | 0.02% | +48,945+122.1% | 加碼 |
| Credit Agricole S A | 89,056 | $1,347 萬 | 0.04% | +17,105+23.8% | 加碼 |
| Allianz Asset Management GmbH | 89,177 | $1,349 萬 | 0.02% | +51,847+138.9% | 加碼 |
| Catalyst Funds Management Pty Ltd | 90,198 | $1,365 萬 | 2.31% | +90,198 | 新進 |
| Diversify Wealth Management, LLC | 67,852 | $1,369 萬 | 0.24% | +67,852 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 90,773 | $1,373 萬 | 0.01% | +53,914+146.3% | 加碼 |
| PEAK6 LLC | 93,460 | $1,414 萬 | 0.41% | −207,815−69.0% | 減碼 |
| HighTower Advisors, LLC | 93,688 | $1,417 萬 | 0.02% | +70,933+311.7% | 加碼 |
| SBI Securities Co., Ltd. | 94,085 | $1,423 萬 | 0.39% | −14,399−13.3% | 減碼 |
| Cantor Fitzgerald, L. P. | 97,920 | $1,481 萬 | 0.54% | +12,488+14.6% | 加碼 |
| Defender Capital, LLC. | 98,940 | $1,497 萬 | 5.31% | −2,000−2.0% | 減碼 |
| Man Group plc | 99,510 | $1,505 萬 | 0.03% | −25,716−20.5% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 106,700 | $1,614 萬 | 0.55% | +106,700 | 新進 |
| Tairen Capital Ltd | 107,400 | $1,625 萬 | 1.76% | +107,400 | 新進 |
| TD Asset Management Inc | 110,488 | $1,671 萬 | 0.01% | −13,276−10.7% | 減碼 |
| CSM Advisors, LLC | 111,709 | $1,690 萬 | 0.42% | +111,709 | 新進 |
| Reynders McVeigh Capital Management, LLC | 114,099 | $1,726 萬 | 0.87% | −303−0.3% | 減碼 |
| United Capital Management of KS, Inc. | 114,976 | $1,739 萬 | 2.64% | +10,615+10.2% | 加碼 |
| Neuberger Berman Group LLC | 115,225 | $1,743 萬 | 0.01% | −17,082−12.9% | 減碼 |
| Quinn Opportunity Partners LLC | 115,850 | $1,753 萬 | 0.92% | −48,137−29.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 116,595 | $1,763 萬 | 0.02% | −88,838−43.2% | 減碼 |
| Geode Capital Management, LLC | 118,989 | $1,800 萬 | 0.00% | +3,246+2.8% | 加碼 |
| Talos Asset Management LP | 121,200 | $1,834 萬 | 3.13% | +121,200 | 新進 |
| Banque Transatlantique SA | 124,314 | $1,882 萬 | 0.45% | −83,724−40.2% | 減碼 |
| CWM, LLC | 131,727 | $1,993 萬 | 0.05% | +1,267+1.0% | 加碼 |
| CIBC World Markets Inc. | 131,971 | $1,996 萬 | 0.04% | −50,005−27.5% | 減碼 |
| Pacer Advisors, Inc. | 139,386 | $2,109 萬 | 0.06% | +22,765+19.5% | 加碼 |
| Alliancebernstein L.P. | 217,999 | $2,383 萬 | 0.01% | +192,871+767.6% | 加碼 |
| La Banque Postale Asset Management SA | 159,007 | $2,405 萬 | 0.33% | +49,147+44.7% | 加碼 |
| JPMorgan Chase & Co | 178,620 | $2,446 萬 | 0.00% | −801,117−81.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 163,178 | $2,467 萬 | 0.08% | +45,524+38.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 164,754 | $2,492 萬 | 0.93% | +164,754 | 新進 |
| Qube Research & Technologies Ltd | 168,020 | $2,542 萬 | 0.04% | +120,095+250.6% | 加碼 |
| Silvant Capital Management LLC | 168,598 | $2,551 萬 | 0.88% | +69,462+70.1% | 加碼 |
| UBS Asset Management Americas Inc | 171,463 | $2,594 萬 | 0.01% | −46,226−21.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 173,336 | $2,622 萬 | 0.08% | +173,336 | 新進 |
| ProShare Advisors LLC | 177,885 | $2,691 萬 | 0.04% | −37,986−17.6% | 減碼 |
| Legal & General Group Plc | 179,172 | $2,709 萬 | 0.01% | +5,657+3.3% | 加碼 |
| Centiva Capital, LP | 186,321 | $2,819 萬 | 1.31% | +175,519+1,624.9% | 加碼 |
| Rheos Capital Works Inc. | 189,600 | $2,868 萬 | 1.91% | +10,000+5.6% | 加碼 |
| American Century Companies Inc | 193,381 | $2,926 萬 | 0.02% | −351,117−64.5% | 減碼 |
| Clear Street Group Inc. | 200,879 | $3,039 萬 | 0.17% | +78,146+63.7% | 加碼 |
| Nwi Management LP | 206,730 | $3,127 萬 | 1.91% | 00.0% | 不變 |
| Dock Street Asset Management Inc | 214,885 | $3,251 萬 | 3.42% | −1,350−0.6% | 減碼 |
| Colony Group, LLC | 230,852 | $3,492 萬 | 0.04% | +121,607+111.3% | 加碼 |
| Royal Bank of Canada | 231,046 | $3,495 萬 | 0.01% | −49,579−17.7% | 減碼 |
| Primecap Management Co | 233,880 | $3,538 萬 | 0.03% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 240,520 | $3,639 萬 | 0.02% | −344,985−58.9% | 減碼 |
| Public Employees Retirement System of Ohio | 257,788 | $3,900 萬 | 0.13% | +151,005+141.4% | 加碼 |
| LPL Financial LLC | 260,253 | $3,937 萬 | 0.01% | −7,477−2.8% | 減碼 |
| Millennium Management LLC | 270,164 | $4,087 萬 | 0.03% | +126,473+88.0% | 加碼 |
| Tran Capital Management, L.P. | 272,907 | $4,129 萬 | 5.67% | +83,411+44.0% | 加碼 |
| State Street Corp | 279,616 | $4,230 萬 | 0.00% | −4,584−1.6% | 減碼 |
| Raymond James Financial Inc | 285,505 | $4,319 萬 | 0.01% | +78,488+37.9% | 加碼 |
| Citadel Advisors LLC | 288,820 | $4,369 萬 | 0.03% | −217,895−43.0% | 減碼 |
| Tensor Edge Capital, LLC | 289,461 | $4,379 萬 | 7.53% | +289,461 | 新進 |
| 1832 Asset Management L.P. | 300,000 | $4,538 萬 | 0.06% | +300,000 | 新進 |
| Nuveen, LLC | 303,909 | $4,598 萬 | 0.01% | −1,060,192−77.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 306,620 | $4,639 萬 | 0.04% | +178,405+139.1% | 加碼 |
| Voya Investment Management LLC | 309,512 | $4,682 萬 | 0.05% | +50,280+19.4% | 加碼 |
| Jane Street Group, LLC | 315,527 | $4,773 萬 | 0.05% | +253,166+406.0% | 加碼 |
| Pacific Heights Asset Management LLC | 325,000 | $4,917 萬 | 1.65% | +50,000+18.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 345,322 | $5,224 萬 | 0.43% | +345,322 | 新進 |
| Liontrust Investment Partners LLP | 347,339 | $5,255 萬 | 0.90% | +202,410+139.7% | 加碼 |
| Mark Asset Management LP | 351,641 | $5,320 萬 | 7.06% | +67,824+23.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 361,706 | $5,472 萬 | 0.06% | +261,563+261.2% | 加碼 |
| Wells Fargo & Company | 366,000 | $5,537 萬 | 0.01% | +954+0.3% | 加碼 |
| Toroso Investments, LLC | 371,037 | $5,613 萬 | 0.18% | +159,199+75.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 381,242 | $5,767 萬 | 0.17% | −36,533−8.7% | 減碼 |
| Rafferty Asset Management, LLC | 382,080 | $5,780 萬 | 0.23% | −102,528−21.2% | 減碼 |
| Penserra Capital Management LLC | 383,257 | $5,798 萬 | 0.68% | +29,110+8.2% | 加碼 |
| Defiance ETFs, LLC | 387,564 | $5,863 萬 | 0.84% | +33,417+9.4% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 408,257 | $6,176 萬 | 0.74% | +41,528+11.3% | 加碼 |
| Swedbank AB | 421,000 | $6,369 萬 | 0.07% | +57,000+15.7% | 加碼 |