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 |
|---|---|---|---|---|---|
| Whale Rock Capital Management LLC | 452,384 | $6,844 萬 | 0.88% | +452,384 | 新進 |
| SEI Investments Co | 454,220 | $6,871 萬 | 0.06% | +183,045+67.5% | 加碼 |
| NZS Capital, LLC | 467,303 | $7,069 萬 | 2.36% | +55,555+13.5% | 加碼 |
| Altshuler Shaham Ltd | 478,289 | $7,236 萬 | 1.32% | +325,186+212.4% | 加碼 |
| Price T Rowe Associates Inc | 493,865 | $7,471 萬 | 0.01% | +16,825+3.5% | 加碼 |
| Rathbone Brothers plc | 497,528 | $7,527 萬 | 0.30% | −2,515−0.5% | 減碼 |
| Ameriprise Financial Inc | 521,298 | $7,919 萬 | 0.02% | +84,499+19.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 570,263 | $8,627 萬 | 0.12% | −877−0.2% | 減碼 |
| Two Sigma Investments, LP | 580,038 | $8,775 萬 | 0.07% | −679,117−53.9% | 減碼 |
| Bridgewater Associates, LP | 593,361 | $8,976 萬 | 0.40% | +267,041+81.8% | 加碼 |
| Baillie Gifford & Co | 611,897 | $9,257 萬 | 0.09% | −631−0.1% | 減碼 |
| Barclays PLC | 643,726 | $9,738 萬 | 0.03% | −323,877−33.5% | 減碼 |
| Artisan Partners Limited Partnership | 669,054 | $1.01 億 | 0.17% | −574,083−46.2% | 減碼 |
| Analog Century Management LP | 691,364 | $1.05 億 | 4.99% | +691,364 | 新進 |
| Bank of America Corp | 706,252 | $1.07 億 | 0.01% | −1,639,301−69.9% | 減碼 |
| First Trust Advisors LP | 740,398 | $1.12 億 | 0.08% | −209,615−22.1% | 減碼 |
| Citigroup Inc | 753,058 | $1.14 億 | 0.07% | +45,541+6.4% | 加碼 |
| Janus Henderson Group PLC | 767,534 | $1.16 億 | 0.06% | +767,534 | 新進 |
| Susquehanna International Group, LLP | 780,619 | $1.18 億 | 0.15% | −1,100,197−58.5% | 減碼 |
| Loomis Sayles & Co L P | 860,262 | $1.30 億 | 0.18% | +30,344+3.7% | 加碼 |
| Balyasny Asset Management LLC | 924,723 | $1.40 億 | 0.27% | +877,449+1,856.1% | 加碼 |
| Lansdowne Partners (UK) LLP | 935,503 | $1.42 億 | 7.58% | +463,427+98.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 945,152 | $1.43 億 | 0.08% | +872,644+1,203.5% | 加碼 |
| SG Americas Securities, LLC | 971,067 | $1.47 億 | 0.16% | +705,459+265.6% | 加碼 |
| Robeco Schweiz AG | 1,007,404 | $1.52 億 | 3.22% | +344,739+52.0% | 加碼 |
| Capital International Investors | 1,165,530 | $1.76 億 | 0.04% | +1,165,530 | 新進 |
| BlackRock, Inc. | 1,242,684 | $1.88 億 | 0.00% | −65,343−5.0% | 減碼 |
| Mubadala Investment Co PJSC | 1,376,960 | $2.08 億 | 1.02% | 00.0% | 不變 |
| Employees Provident Fund Board | 1,400,000 | $2.12 億 | 1.60% | +300,000+27.3% | 加碼 |
| Franklin Resources Inc | 1,551,049 | $2.35 億 | 0.06% | +89,639+6.1% | 加碼 |
| Hyperion Asset Management Ltd | 1,598,537 | $2.42 億 | 7.71% | −237,648−12.9% | 減碼 |
| Goldman Sachs Group Inc | 1,629,861 | $2.47 億 | 0.03% | −2,244,096−57.9% | 減碼 |
| Wellington Management Group LLP | 1,655,703 | $2.50 億 | 0.05% | −493,456−23.0% | 減碼 |
| UBS Group AG | 1,677,045 | $2.54 億 | 0.05% | −1490.0% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,715,440 | $2.60 億 | 4.55% | +1,715,440 | 新進 |
| Alphabet Inc. | 1,960,784 | $2.97 億 | 7.39% | 00.0% | 不變 |
| Sustainable Growth Advisers, LP | 2,007,159 | $3.04 億 | 2.86% | −660,971−24.8% | 減碼 |
| Van Eck Associates Corp | 2,212,884 | $3.35 億 | 0.25% | +2,162,503+4,292.3% | 加碼 |
| FMR LLC | 2,449,030 | $3.70 億 | 0.02% | +718,456+41.5% | 加碼 |
| Schroder Investment Management Group | 3,824,345 | $5.79 億 | 0.47% | +1,933,035+102.2% | 加碼 |
| Capital Research Global Investors | 4,218,729 | $6.38 億 | 0.10% | +2,413,619+133.7% | 加碼 |
| Morgan Stanley | 4,463,815 | $6.75 億 | 0.04% | +680,809+18.0% | 加碼 |
| Invesco Ltd. | 5,883,125 | $8.90 億 | 0.09% | +348,032+6.3% | 加碼 |
| 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 |
| Worth Financial Advisory Group, LLC | 14 | – | – | +14 | 新進 |
| Intesa Sanpaolo Wealth Management | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −2,300,000−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −1,165,776−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,128,252−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −712,100−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −454,683−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −343,576−100.0% | 清倉 |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −125,062−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −118,941−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −106,000−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −52,500−100.0% | 清倉 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,829−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −44,562−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,869−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −31,687−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,349−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −24,292−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,700−100.0% | 清倉 |
| Siren, L.L.C. | 0 | $0 | 0.00% | −21,500−100.0% | 清倉 |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −20,466−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Deeter Investments LLP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Guardian Capital LP | 0 | $0 | 0.00% | −19,906−100.0% | 清倉 |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −14,567−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,393−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,604−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,125−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,734−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,175−100.0% | 清倉 |
| Rye Brook Capital LLC | 0 | $0 | 0.00% | −6,015−100.0% | 清倉 |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −5,222−100.0% | 清倉 |
| Avanda Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −4,850−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −4,649−100.0% | 清倉 |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −4,597−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −4,101−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,667−100.0% | 清倉 |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −3,695−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,650−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,309−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,775−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,732−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,503−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,339−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,318−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,261−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −2,116−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,955−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,943−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −1,872−100.0% | 清倉 |