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 2 季 13F 持有人
Arm Holdings PLC 在 2026/6/30 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
- 961
- 較 2026 年第 1 季 +227 家
- 持有股數
- 9,904 萬
- 較 2026 年第 1 季 +908.9 萬 (+10.1%)
- 總市值
- $349.8 億
- 較 2026 年第 1 季 +$213.8 億 (+157.1%)
- 新進機構
- 312
- 另有 285 家加碼
- 清倉機構
- 85
- 另有 258 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Invesco Ltd. | 12,816,588 | $45.4 億 | 0.36% | +6,933,463+117.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,504,147 | $23.1 億 | 1.81% | −2,872,131−30.6% | 減碼 |
| Capital World Investors | 4,330,875 | $15.4 億 | 0.18% | +4,330,875 | 新進 |
| Arrowstreet Capital, Limited Partnership | 4,094,696 | $14.5 億 | 0.64% | +3,149,544+333.2% | 加碼 |
| FMR LLC | 4,062,977 | $14.4 億 | 0.06% | +1,613,947+65.9% | 加碼 |
| Goldman Sachs Group Inc | 2,922,908 | $10.4 億 | 0.11% | +1,293,047+79.3% | 加碼 |
| Van Eck Associates Corp | 2,600,597 | $9.22 億 | 0.56% | +387,713+17.5% | 加碼 |
| Capital Research Global Investors | 2,401,422 | $8.51 億 | 0.12% | −1,817,307−43.1% | 減碼 |
| Morgan Stanley | 2,158,428 | $7.65 億 | 0.04% | −2,305,387−51.6% | 減碼 |
| Capital International Investors | 2,050,241 | $7.27 億 | 0.15% | +884,711+75.9% | 加碼 |
| BlackRock, Inc. | 2,035,975 | $7.22 億 | 0.01% | +793,291+63.8% | 加碼 |
| Franklin Resources Inc | 2,024,003 | $7.18 億 | 0.16% | +472,954+30.5% | 加碼 |
| Alphabet Inc. | 1,960,784 | $6.95 億 | 0.70% | 00.0% | 不變 |
| Schroder Investment Management Group | 1,873,306 | $6.64 億 | 0.47% | −1,951,039−51.0% | 減碼 |
| UBS Group AG | 1,648,810 | $5.85 億 | 0.09% | −28,235−1.7% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,641,972 | $5.82 億 | 5.92% | −73,468−4.3% | 減碼 |
| Susquehanna International Group, LLP | 1,627,121 | $5.77 億 | 0.51% | +846,502+108.4% | 加碼 |
| Bank of America Corp | 1,218,800 | $4.32 億 | 0.03% | +512,548+72.6% | 加碼 |
| JPMorgan Chase & Co | 1,184,566 | $4.07 億 | 0.02% | +1,005,946+563.2% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,072,493 | $3.80 億 | 15.64% | +136,990+14.6% | 加碼 |
| Royal Bank of Canada | 1,068,616 | $3.79 億 | 0.06% | +837,570+362.5% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 981,449 | $3.48 億 | 5.61% | +981,449 | 新進 |
| Mubadala Investment Co PJSC | 901,960 | $3.20 億 | 0.92% | −475,000−34.5% | 減碼 |
| Employees Provident Fund Board | 900,000 | $3.19 億 | 1.83% | −500,000−35.7% | 減碼 |
| Citigroup Inc | 834,904 | $2.96 億 | 0.14% | +81,846+10.9% | 加碼 |
| Robeco Schweiz AG | 827,366 | $2.93 億 | 4.71% | −180,038−17.9% | 減碼 |
| Wellington Management Group LLP | 809,451 | $2.87 億 | 0.05% | −846,252−51.1% | 減碼 |
| Loomis Sayles & Co L P | 785,168 | $2.78 億 | 0.35% | −75,094−8.7% | 減碼 |
| Price T Rowe Associates Inc | 719,274 | $2.55 億 | 0.03% | +225,409+45.6% | 加碼 |
| Barclays PLC | 661,355 | $2.34 億 | 0.07% | +17,629+2.7% | 加碼 |
| Two Sigma Investments, LP | 660,156 | $2.34 億 | 0.18% | +80,118+13.8% | 加碼 |
| Sands Capital Management, LLC | 642,829 | $2.28 億 | 0.85% | +642,829 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 625,235 | $2.22 億 | 0.42% | +243,993+64.0% | 加碼 |
| Altshuler Shaham Ltd | 590,484 | $2.09 億 | 2.61% | +112,195+23.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 549,399 | $1.95 億 | 0.10% | +308,879+128.4% | 加碼 |
| Hyperion Asset Management Ltd | 531,331 | $1.88 億 | 4.99% | −1,067,206−66.8% | 減碼 |
| Rathbone Brothers plc | 501,861 | $1.78 億 | 0.66% | +4,333+0.9% | 加碼 |
| Wells Fargo & Company | 500,220 | $1.77 億 | 0.03% | +134,220+36.7% | 加碼 |
| Rafferty Asset Management, LLC | 495,435 | $1.76 億 | 0.40% | +113,355+29.7% | 加碼 |
| Allianz Asset Management GmbH | 486,755 | $1.73 億 | 0.16% | +397,578+445.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 461,461 | $1.64 億 | 1.69% | +53,204+13.0% | 加碼 |
| Baillie Gifford & Co | 441,365 | $1.56 億 | 0.14% | −170,532−27.9% | 減碼 |
| ProShare Advisors LLC | 412,575 | $1.46 億 | 0.21% | +234,690+131.9% | 加碼 |
| Congress Asset Management Co | 409,049 | $1.45 億 | 0.89% | +409,049 | 新進 |
| Clear Street Group Inc. | 401,475 | $1.42 億 | 0.45% | +200,596+99.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 400,000 | $1.42 億 | 0.55% | +400,000 | 新進 |
| Sustainable Growth Advisers, LP | 385,965 | $1.37 億 | 1.34% | −1,621,194−80.8% | 減碼 |
| Voya Investment Management LLC | 380,675 | $1.35 億 | 0.12% | +71,163+23.0% | 加碼 |
| Toroso Investments, LLC | 368,074 | $1.31 億 | 0.32% | −2,963−0.8% | 減碼 |
| Raymond James Financial Inc | 366,955 | $1.30 億 | 0.04% | +81,450+28.5% | 加碼 |
| Ameriprise Financial Inc | 355,496 | $1.28 億 | 0.03% | −165,802−31.8% | 減碼 |
| State Street Corp | 359,440 | $1.27 億 | 0.00% | +79,824+28.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 350,919 | $1.24 億 | 0.12% | −10,787−3.0% | 減碼 |
| First Trust Advisors LP | 349,627 | $1.24 億 | 0.07% | −390,771−52.8% | 減碼 |
| American Century Companies Inc | 348,989 | $1.24 億 | 0.05% | +155,608+80.5% | 加碼 |
| Pacific Heights Asset Management LLC | 325,000 | $1.15 億 | 3.65% | 00.0% | 不變 |
| LPL Financial LLC | 310,127 | $1.10 億 | 0.02% | +49,874+19.2% | 加碼 |
| Neuberger Berman Group LLC | 303,311 | $1.08 億 | 0.07% | +188,086+163.2% | 加碼 |
| Swedbank AB | 300,800 | $1.07 億 | 0.09% | −120,200−28.6% | 減碼 |
| Penserra Capital Management LLC | 295,071 | $1.05 億 | 0.80% | −88,186−23.0% | 減碼 |
| Defiance ETFs, LLC | 308,010 | $1.04 億 | 1.45% | −79,554−20.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 283,151 | $1.00 億 | 0.12% | +166,556+142.9% | 加碼 |
| Legal & General Group Plc | 281,969 | $9,998 萬 | 0.02% | +102,797+57.4% | 加碼 |
| Artisan Partners Limited Partnership | 279,829 | $9,922 萬 | 0.16% | −389,225−58.2% | 減碼 |
| Mark Asset Management LP | 275,310 | $9,762 萬 | 9.89% | −76,331−21.7% | 減碼 |
| Marex Group plc | 266,382 | $9,445 萬 | 0.70% | +235,343+758.2% | 加碼 |
| 1832 Asset Management L.P. | 249,400 | $8,843 萬 | 0.11% | −50,600−16.9% | 減碼 |
| Tran Capital Management, L.P. | 241,540 | $8,564 萬 | 9.86% | −31,367−11.5% | 減碼 |
| Bank of New York Mellon Corp | 236,313 | $8,379 萬 | 0.01% | +166,409+238.1% | 加碼 |
| Primecap Management Co | 233,680 | $8,286 萬 | 0.05% | −200−0.1% | 減碼 |
| Nordea Investment Management AB | 234,772 | $8,270 萬 | 0.07% | +234,772 | 新進 |
| NZS Capital, LLC | 229,378 | $8,133 萬 | 2.11% | −237,925−50.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 220,321 | $7,812 萬 | 0.24% | +46,985+27.1% | 加碼 |
| Royal London Asset Management Ltd | 214,787 | $7,616 萬 | 0.14% | +214,787 | 新進 |
| Jones Financial Companies LLLP | 224,696 | $7,511 萬 | 0.03% | +153,811+217.0% | 加碼 |
| Dock Street Asset Management Inc | 210,605 | $7,467 萬 | 6.91% | −4,280−2.0% | 減碼 |
| Whittier Trust Co | 217,837 | $7,020 萬 | 0.69% | +159,044+270.5% | 加碼 |
| SEI Investments Co | 196,491 | $6,967 萬 | 0.06% | −257,729−56.7% | 減碼 |
| Munro Partners | 193,733 | $6,869 萬 | 1.56% | +193,733 | 新進 |
| Colony Group, LLC | 193,094 | $6,847 萬 | 0.07% | −37,758−16.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 188,153 | $6,671 萬 | 1.25% | +23,399+14.2% | 加碼 |
| National Bank of Canada | 185,466 | $6,576 萬 | 0.06% | +123,628+199.9% | 加碼 |
| Victory Capital Management Inc | 177,220 | $6,284 萬 | 0.04% | +116,852+193.6% | 加碼 |
| Deutsche Bank AG | 176,136 | $6,245 萬 | 0.02% | +122,202+226.6% | 加碼 |
| Silvant Capital Management LLC | 172,817 | $6,128 萬 | 1.78% | +4,219+2.5% | 加碼 |
| Citadel Advisors LLC | 167,727 | $5,947 萬 | 0.03% | −121,093−41.9% | 減碼 |
| Rockefeller Capital Management L.P. | 155,106 | $5,500 萬 | 0.08% | +77,410+99.6% | 加碼 |
| Tensor Edge Capital, LLC | 154,141 | $5,465 萬 | 3.83% | −135,320−46.7% | 減碼 |
| UBS Asset Management Americas Inc | 153,355 | $5,438 萬 | 0.01% | −18,108−10.6% | 減碼 |
| AustralianSuper Pty Ltd | 151,983 | $5,389 萬 | 0.23% | +151,983 | 新進 |
| Oriental Harbor Investment Fund | 150,573 | $5,339 萬 | 3.24% | +150,573 | 新進 |
| Jupiter Topco LLC | 146,297 | $5,187 萬 | 0.02% | +146,297 | 新進 |
| Pacer Advisors, Inc. | 144,383 | $5,119 萬 | 0.13% | +4,997+3.6% | 加碼 |
| Advisor Group Holdings, Inc. | 138,926 | $4,926 萬 | 0.06% | +64,407+86.4% | 加碼 |
| Ci Investments Inc. | 137,295 | $4,868 萬 | 0.16% | +137,295 | 新進 |
| CIBC World Markets Inc. | 130,813 | $4,638 萬 | 0.08% | −1,158−0.9% | 減碼 |
| Bessemer Group Inc | 121,827 | $4,320 萬 | 0.06% | +121,717+110,651.8% | 加碼 |
| Natixis Advisors, L.P. | 121,769 | $4,318 萬 | 0.05% | +121,769 | 新進 |
| GF Fund Management Co. Ltd. | 119,924 | $4,252 萬 | 0.51% | +91,572+323.0% | 加碼 |
| Nissay Asset Management Corp | 119,495 | $4,237 萬 | 0.18% | +57,842+93.8% | 加碼 |