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 |
|---|---|---|---|---|---|
| Norges Bank | 45,898 | $1,627 萬 | 0.00% | +45,898 | 新進 |
| Man Group plc | 46,410 | $1,646 萬 | 0.03% | −53,100−53.4% | 減碼 |
| Ardsley Advisory Partners LP | 47,000 | $1,662 萬 | 1.80% | +29,000+161.1% | 加碼 |
| Nixon Peabody Trust Co | 47,757 | $1,693 萬 | 1.20% | +650+1.4% | 加碼 |
| Krane Funds Advisors LLC | 48,236 | $1,710 萬 | 0.61% | +30,786+176.4% | 加碼 |
| SG Americas Securities, LLC | 48,661 | $1,725 萬 | 0.01% | −922,406−95.0% | 減碼 |
| Cetera Investment Advisers | 49,339 | $1,749 萬 | 0.02% | +10,331+26.5% | 加碼 |
| iA Global Asset Management Inc. | 49,470 | $1,754 萬 | 0.21% | +32,701+195.0% | 加碼 |
| Brighton Jones LLC | 49,716 | $1,763 萬 | 0.33% | +49,716 | 新進 |
| Harvest Fund Management Co., Ltd | 51,512 | $1,826 萬 | 0.60% | +9,197+21.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,664 | $1,903 萬 | 0.01% | +31,927+146.9% | 加碼 |
| CSM Advisors, LLC | 54,946 | $1,948 萬 | 0.42% | −56,763−50.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 55,794 | $1,989 萬 | 0.12% | +28,086+101.4% | 加碼 |
| Capital International Ltd | 56,366 | $1,999 萬 | 0.65% | +29,562+110.3% | 加碼 |
| United Capital Management of KS, Inc. | 56,993 | $2,021 萬 | 2.65% | −57,983−50.4% | 減碼 |
| Stifel Financial Corp | 57,182 | $2,027 萬 | 0.02% | −11,575−16.8% | 減碼 |
| Jump Financial, LLC | 57,247 | $2,030 萬 | 0.18% | +39,412+221.0% | 加碼 |
| Pictet Asset Management Holding SA | 58,644 | $2,079 萬 | 0.02% | +54,929+1,478.6% | 加碼 |
| Spear Advisors LLC | 59,860 | $2,122 萬 | 7.29% | +59,860 | 新進 |
| Zevenbergen Capital Investments LLC | 60,965 | $2,162 萬 | 0.49% | +3,865+6.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,386 | $2,177 萬 | 0.01% | −20,188−24.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 61,401 | $2,177 萬 | 0.05% | +4,000+7.0% | 加碼 |
| Ami Asset Management Corp | 62,867 | $2,229 萬 | 1.28% | +62,867 | 新進 |
| Capital International Inc | 62,911 | $2,231 萬 | 0.16% | +37,885+151.4% | 加碼 |
| USS Investment Management Ltd | 64,083 | $2,272 萬 | 0.09% | +33,854+112.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 66,345 | $2,352 萬 | 0.11% | +63,495+2,227.9% | 加碼 |
| Intrinsic Edge Capital Management LLC | 69,266 | $2,456 萬 | 3.03% | +42,300+156.9% | 加碼 |
| Nomura Asset Management Co Ltd | 71,206 | $2,525 萬 | 0.05% | +53,172+294.8% | 加碼 |
| Handelsbanken Fonder AB | 74,374 | $2,637 萬 | 0.08% | −7,115−8.7% | 減碼 |
| IMC-Chicago, LLC | 76,670 | $2,718 萬 | 0.25% | +76,670 | 新進 |
| Whittier Trust Co of Nevada Inc | 91,308 | $2,743 萬 | 0.51% | +67,182+278.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 78,794 | $2,802 萬 | 0.07% | +67,497+597.5% | 加碼 |
| Assetmark, Inc | 81,799 | $2,900 萬 | 0.05% | +172+0.2% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 103,002 | $2,909 萬 | 0.56% | +103,002 | 新進 |
| Jane Street Group, LLC | 83,470 | $2,960 萬 | 0.02% | −232,057−73.5% | 減碼 |
| APG Asset Management N.V. | 95,515 | $2,962 萬 | 0.07% | +27,179+39.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,100 | $2,982 萬 | 0.02% | −6,673−7.4% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 84,359 | $2,991 萬 | 0.90% | +39,089+86.3% | 加碼 |
| Vident Advisory, LLC | 85,324 | $3,025 萬 | 0.22% | +71,585+521.0% | 加碼 |
| SBI Securities Co., Ltd. | 87,222 | $3,093 萬 | 0.70% | −6,863−7.3% | 減碼 |
| NEOS Investment Management LLC | 87,397 | $3,099 萬 | 0.11% | +15,554+21.6% | 加碼 |
| UNICOM Systems, Inc. | 89,000 | $3,156 萬 | 2.06% | 00.0% | 不變 |
| Rheos Capital Works Inc. | 90,000 | $3,191 萬 | 1.82% | −99,600−52.5% | 減碼 |
| Envestnet Asset Management Inc | 91,677 | $3,251 萬 | 0.01% | +20,606+29.0% | 加碼 |
| HighTower Advisors, LLC | 94,388 | $3,347 萬 | 0.03% | +700+0.7% | 加碼 |
| Eurizon Capital SGR S.p.A. | 94,959 | $3,358 萬 | 0.09% | −68,219−41.8% | 減碼 |
| Alliancebernstein L.P. | 226,427 | $3,425 萬 | 0.01% | +8,428+3.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 97,416 | $3,454 萬 | 0.05% | +60,792+166.0% | 加碼 |
| Prospera Financial Services Inc | 97,603 | $3,461 萬 | 0.50% | +78,093+400.3% | 加碼 |
| Guggenheim Capital LLC | 97,653 | $3,462 萬 | 0.22% | +50,849+108.6% | 加碼 |
| Bank of Montreal | 97,748 | $3,466 萬 | 0.01% | +44,309+82.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 100,180 | $3,552 萬 | 0.04% | −470,083−82.4% | 減碼 |
| TD Asset Management Inc | 100,930 | $3,579 萬 | 0.03% | −9,558−8.7% | 減碼 |
| Banque Transatlantique SA | 169,154 | $3,591 萬 | 0.78% | +44,840+36.1% | 加碼 |
| Liontrust Investment Partners LLP | 102,359 | $3,629 萬 | 0.53% | −244,980−70.5% | 減碼 |
| La Banque Postale Asset Management SA | 102,949 | $3,650 萬 | 0.36% | −56,058−35.3% | 減碼 |
| Capital International Sarl | 104,537 | $3,707 萬 | 0.52% | +55,748+114.3% | 加碼 |
| Public Employees Retirement System of Ohio | 107,962 | $3,828 萬 | 0.11% | −149,826−58.1% | 減碼 |
| CIBC Asset Management Inc | 111,380 | $3,949 萬 | 0.09% | +86,747+352.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 114,025 | $4,043 萬 | 1.79% | −74−0.1% | 減碼 |
| Geode Capital Management, LLC | 118,891 | $4,216 萬 | 0.00% | −98−0.1% | 減碼 |
| Nissay Asset Management Corp | 119,495 | $4,237 萬 | 0.18% | +57,842+93.8% | 加碼 |
| GF Fund Management Co. Ltd. | 119,924 | $4,252 萬 | 0.51% | +91,572+323.0% | 加碼 |
| Natixis Advisors, L.P. | 121,769 | $4,318 萬 | 0.05% | +121,769 | 新進 |
| Bessemer Group Inc | 121,827 | $4,320 萬 | 0.06% | +121,717+110,651.8% | 加碼 |
| CIBC World Markets Inc. | 130,813 | $4,638 萬 | 0.08% | −1,158−0.9% | 減碼 |
| Ci Investments Inc. | 137,295 | $4,868 萬 | 0.16% | +137,295 | 新進 |
| Advisor Group Holdings, Inc. | 138,926 | $4,926 萬 | 0.06% | +64,407+86.4% | 加碼 |
| Pacer Advisors, Inc. | 144,383 | $5,119 萬 | 0.13% | +4,997+3.6% | 加碼 |
| Jupiter Topco LLC | 146,297 | $5,187 萬 | 0.02% | +146,297 | 新進 |
| Oriental Harbor Investment Fund | 150,573 | $5,339 萬 | 3.24% | +150,573 | 新進 |
| AustralianSuper Pty Ltd | 151,983 | $5,389 萬 | 0.23% | +151,983 | 新進 |
| UBS Asset Management Americas Inc | 153,355 | $5,438 萬 | 0.01% | −18,108−10.6% | 減碼 |
| Tensor Edge Capital, LLC | 154,141 | $5,465 萬 | 3.83% | −135,320−46.7% | 減碼 |
| Rockefeller Capital Management L.P. | 155,106 | $5,500 萬 | 0.08% | +77,410+99.6% | 加碼 |
| Citadel Advisors LLC | 167,727 | $5,947 萬 | 0.03% | −121,093−41.9% | 減碼 |
| Silvant Capital Management LLC | 172,817 | $6,128 萬 | 1.78% | +4,219+2.5% | 加碼 |
| Deutsche Bank AG | 176,136 | $6,245 萬 | 0.02% | +122,202+226.6% | 加碼 |
| Victory Capital Management Inc | 177,220 | $6,284 萬 | 0.04% | +116,852+193.6% | 加碼 |
| National Bank of Canada | 185,466 | $6,576 萬 | 0.06% | +123,628+199.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 188,153 | $6,671 萬 | 1.25% | +23,399+14.2% | 加碼 |
| Colony Group, LLC | 193,094 | $6,847 萬 | 0.07% | −37,758−16.4% | 減碼 |
| Munro Partners | 193,733 | $6,869 萬 | 1.56% | +193,733 | 新進 |
| SEI Investments Co | 196,491 | $6,967 萬 | 0.06% | −257,729−56.7% | 減碼 |
| Whittier Trust Co | 217,837 | $7,020 萬 | 0.69% | +159,044+270.5% | 加碼 |
| Dock Street Asset Management Inc | 210,605 | $7,467 萬 | 6.91% | −4,280−2.0% | 減碼 |
| Jones Financial Companies LLLP | 224,696 | $7,511 萬 | 0.03% | +153,811+217.0% | 加碼 |
| Royal London Asset Management Ltd | 214,787 | $7,616 萬 | 0.14% | +214,787 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 220,321 | $7,812 萬 | 0.24% | +46,985+27.1% | 加碼 |
| NZS Capital, LLC | 229,378 | $8,133 萬 | 2.11% | −237,925−50.9% | 減碼 |
| Nordea Investment Management AB | 234,772 | $8,270 萬 | 0.07% | +234,772 | 新進 |
| Primecap Management Co | 233,680 | $8,286 萬 | 0.05% | −200−0.1% | 減碼 |
| Bank of New York Mellon Corp | 236,313 | $8,379 萬 | 0.01% | +166,409+238.1% | 加碼 |
| Tran Capital Management, L.P. | 241,540 | $8,564 萬 | 9.86% | −31,367−11.5% | 減碼 |
| 1832 Asset Management L.P. | 249,400 | $8,843 萬 | 0.11% | −50,600−16.9% | 減碼 |
| Marex Group plc | 266,382 | $9,445 萬 | 0.70% | +235,343+758.2% | 加碼 |
| Mark Asset Management LP | 275,310 | $9,762 萬 | 9.89% | −76,331−21.7% | 減碼 |
| Artisan Partners Limited Partnership | 279,829 | $9,922 萬 | 0.16% | −389,225−58.2% | 減碼 |
| Legal & General Group Plc | 281,969 | $9,998 萬 | 0.02% | +102,797+57.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 283,151 | $1.00 億 | 0.12% | +166,556+142.9% | 加碼 |