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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 118,891 | $4,216 萬 | 0.00% | −98−0.1% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 114,025 | $4,043 萬 | 1.79% | −74−0.1% | 減碼 |
| CIBC Asset Management Inc | 111,380 | $3,949 萬 | 0.09% | +86,747+352.2% | 加碼 |
| Public Employees Retirement System of Ohio | 107,962 | $3,828 萬 | 0.11% | −149,826−58.1% | 減碼 |
| Capital International Sarl | 104,537 | $3,707 萬 | 0.52% | +55,748+114.3% | 加碼 |
| La Banque Postale Asset Management SA | 102,949 | $3,650 萬 | 0.36% | −56,058−35.3% | 減碼 |
| Liontrust Investment Partners LLP | 102,359 | $3,629 萬 | 0.53% | −244,980−70.5% | 減碼 |
| Banque Transatlantique SA | 169,154 | $3,591 萬 | 0.78% | +44,840+36.1% | 加碼 |
| TD Asset Management Inc | 100,930 | $3,579 萬 | 0.03% | −9,558−8.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 100,180 | $3,552 萬 | 0.04% | −470,083−82.4% | 減碼 |
| Bank of Montreal | 97,748 | $3,466 萬 | 0.01% | +44,309+82.9% | 加碼 |
| Guggenheim Capital LLC | 97,653 | $3,462 萬 | 0.22% | +50,849+108.6% | 加碼 |
| Prospera Financial Services Inc | 97,603 | $3,461 萬 | 0.50% | +78,093+400.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 97,416 | $3,454 萬 | 0.05% | +60,792+166.0% | 加碼 |
| Alliancebernstein L.P. | 226,427 | $3,425 萬 | 0.01% | +8,428+3.9% | 加碼 |
| Eurizon Capital SGR S.p.A. | 94,959 | $3,358 萬 | 0.09% | −68,219−41.8% | 減碼 |
| HighTower Advisors, LLC | 94,388 | $3,347 萬 | 0.03% | +700+0.7% | 加碼 |
| Envestnet Asset Management Inc | 91,677 | $3,251 萬 | 0.01% | +20,606+29.0% | 加碼 |
| Rheos Capital Works Inc. | 90,000 | $3,191 萬 | 1.82% | −99,600−52.5% | 減碼 |
| UNICOM Systems, Inc. | 89,000 | $3,156 萬 | 2.06% | 00.0% | 不變 |
| NEOS Investment Management LLC | 87,397 | $3,099 萬 | 0.11% | +15,554+21.6% | 加碼 |
| SBI Securities Co., Ltd. | 87,222 | $3,093 萬 | 0.70% | −6,863−7.3% | 減碼 |
| Vident Advisory, LLC | 85,324 | $3,025 萬 | 0.22% | +71,585+521.0% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 84,359 | $2,991 萬 | 0.90% | +39,089+86.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,100 | $2,982 萬 | 0.02% | −6,673−7.4% | 減碼 |
| APG Asset Management N.V. | 95,515 | $2,962 萬 | 0.07% | +27,179+39.8% | 加碼 |
| Jane Street Group, LLC | 83,470 | $2,960 萬 | 0.02% | −232,057−73.5% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 103,002 | $2,909 萬 | 0.56% | +103,002 | 新進 |
| Assetmark, Inc | 81,799 | $2,900 萬 | 0.05% | +172+0.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 78,794 | $2,802 萬 | 0.07% | +67,497+597.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 91,308 | $2,743 萬 | 0.51% | +67,182+278.5% | 加碼 |
| IMC-Chicago, LLC | 76,670 | $2,718 萬 | 0.25% | +76,670 | 新進 |
| Handelsbanken Fonder AB | 74,374 | $2,637 萬 | 0.08% | −7,115−8.7% | 減碼 |
| Nomura Asset Management Co Ltd | 71,206 | $2,525 萬 | 0.05% | +53,172+294.8% | 加碼 |
| Intrinsic Edge Capital Management LLC | 69,266 | $2,456 萬 | 3.03% | +42,300+156.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 66,345 | $2,352 萬 | 0.11% | +63,495+2,227.9% | 加碼 |
| USS Investment Management Ltd | 64,083 | $2,272 萬 | 0.09% | +33,854+112.0% | 加碼 |
| Capital International Inc | 62,911 | $2,231 萬 | 0.16% | +37,885+151.4% | 加碼 |
| Ami Asset Management Corp | 62,867 | $2,229 萬 | 1.28% | +62,867 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 61,401 | $2,177 萬 | 0.05% | +4,000+7.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,386 | $2,177 萬 | 0.01% | −20,188−24.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 60,965 | $2,162 萬 | 0.49% | +3,865+6.8% | 加碼 |
| Spear Advisors LLC | 59,860 | $2,122 萬 | 7.29% | +59,860 | 新進 |
| Pictet Asset Management Holding SA | 58,644 | $2,079 萬 | 0.02% | +54,929+1,478.6% | 加碼 |
| Jump Financial, LLC | 57,247 | $2,030 萬 | 0.18% | +39,412+221.0% | 加碼 |
| Stifel Financial Corp | 57,182 | $2,027 萬 | 0.02% | −11,575−16.8% | 減碼 |
| United Capital Management of KS, Inc. | 56,993 | $2,021 萬 | 2.65% | −57,983−50.4% | 減碼 |
| Capital International Ltd | 56,366 | $1,999 萬 | 0.65% | +29,562+110.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 55,794 | $1,989 萬 | 0.12% | +28,086+101.4% | 加碼 |
| CSM Advisors, LLC | 54,946 | $1,948 萬 | 0.42% | −56,763−50.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,664 | $1,903 萬 | 0.01% | +31,927+146.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 51,512 | $1,826 萬 | 0.60% | +9,197+21.7% | 加碼 |
| Brighton Jones LLC | 49,716 | $1,763 萬 | 0.33% | +49,716 | 新進 |
| iA Global Asset Management Inc. | 49,470 | $1,754 萬 | 0.21% | +32,701+195.0% | 加碼 |
| Cetera Investment Advisers | 49,339 | $1,749 萬 | 0.02% | +10,331+26.5% | 加碼 |
| SG Americas Securities, LLC | 48,661 | $1,725 萬 | 0.01% | −922,406−95.0% | 減碼 |
| Krane Funds Advisors LLC | 48,236 | $1,710 萬 | 0.61% | +30,786+176.4% | 加碼 |
| Nixon Peabody Trust Co | 47,757 | $1,693 萬 | 1.20% | +650+1.4% | 加碼 |
| Ardsley Advisory Partners LP | 47,000 | $1,662 萬 | 1.80% | +29,000+161.1% | 加碼 |
| Man Group plc | 46,410 | $1,646 萬 | 0.03% | −53,100−53.4% | 減碼 |
| Norges Bank | 45,898 | $1,627 萬 | 0.00% | +45,898 | 新進 |
| Stanley-Laman Group, Ltd. | 45,843 | $1,625 萬 | 1.65% | −1,346−2.9% | 減碼 |
| Canada Pension Plan Investment Board | 45,137 | $1,600 萬 | 0.01% | +45,137 | 新進 |
| HSBC Holdings PLC | 44,553 | $1,589 萬 | 0.01% | +19,763+79.7% | 加碼 |
| Daiwa Securities Group Inc. | 44,643 | $1,583 萬 | 0.04% | +3,799+9.3% | 加碼 |
| Renaissance Capital LLC | 44,595 | $1,581 萬 | 8.72% | −14,550−24.6% | 減碼 |
| Global X Japan Co., Ltd. | 44,587 | $1,581 萬 | 0.58% | +36,755+469.3% | 加碼 |
| Slow Capital, Inc. | 43,964 | $1,559 萬 | 1.82% | −1,777−3.9% | 減碼 |
| Shelton Capital Management | 43,722 | $1,550 萬 | 0.29% | +28,052+179.0% | 加碼 |
| Midwest Trust Co | 43,665 | $1,548 萬 | 0.18% | +14,124+47.8% | 加碼 |
| Creative Planning | 43,634 | $1,547 萬 | 0.01% | +30,011+220.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 43,611 | $1,547 萬 | 0.06% | −21,093−32.6% | 減碼 |
| Ratan Capital Management LP | 43,515 | $1,543 萬 | 4.98% | +43,515 | 新進 |
| Janney Montgomery Scott LLC | 41,057 | $1,456 萬 | 0.03% | −8,000−16.3% | 減碼 |
| Diversify Wealth Management, LLC | 52,208 | $1,390 萬 | 0.23% | −15,644−23.1% | 減碼 |
| Diversify Advisory Services, LLC | 52,208 | $1,390 萬 | 0.23% | −8,685−14.3% | 減碼 |
| Berkshire Capital Holdings Inc | 38,840 | $1,377 萬 | 2.98% | −41,610−51.7% | 減碼 |
| Natixis | 37,713 | $1,337 萬 | 0.06% | +37,713 | 新進 |
| New York State Common Retirement Fund | 37,367 | $1,325 萬 | 0.02% | −51,665−58.0% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 37,258 | $1,321 萬 | 0.88% | −345−0.9% | 減碼 |
| Advisory Services Network, LLC | 36,382 | $1,290 萬 | 0.15% | +20,386+127.4% | 加碼 |
| AnglePoint Asset Management Ltd | 36,364 | $1,289 萬 | 8.38% | +36,364 | 新進 |
| Profund Advisors LLC | 35,479 | $1,258 萬 | 0.35% | +20,074+130.3% | 加碼 |
| Oppenheimer & Co Inc | 35,472 | $1,258 萬 | 0.13% | −7,167−16.8% | 減碼 |
| Broadleaf Partners, LLC | 34,484 | $1,223 萬 | 2.37% | +723+2.1% | 加碼 |
| Commonwealth Equity Services, LLC | 34,172 | $1,212 萬 | 0.02% | +9,985+41.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 35,342 | $1,181 萬 | 0.28% | −11,007−23.7% | 減碼 |
| Pinnacle Associates Ltd | 32,277 | $1,144 萬 | 0.12% | −5,810−15.3% | 減碼 |
| Generate Investment Management Ltd | 31,878 | $1,130 萬 | 0.47% | +31,878 | 新進 |
| Concurrent Investment Advisors, LLC | 30,570 | $1,084 萬 | 0.09% | +21,559+239.3% | 加碼 |
| Waratah Capital Advisors Ltd. | 30,070 | $1,066 萬 | 0.82% | +30,070 | 新進 |
| Peregrine Investment Management Inc | 30,000 | $1,064 萬 | 4.53% | +30,000 | 新進 |
| Kadensa Capital Ltd | 29,799 | $1,057 萬 | 2.25% | +29,799 | 新進 |
| Voloridge Investment Management, LLC | 29,773 | $1,056 萬 | 0.04% | +29,773 | 新進 |
| Union Bancaire Privee, UBP SA | 34,287 | $1,050 萬 | 0.16% | +30,942+925.0% | 加碼 |
| Westwood Wealth Management | 28,860 | $1,023 萬 | 2.97% | +3,725+14.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 28,780 | $1,020 萬 | 0.10% | +10,670+58.9% | 加碼 |
| Chicago Capital, LLC | 28,679 | $1,017 萬 | 0.24% | +252+0.9% | 加碼 |
| Lagoda Investment Management, L.P. | 28,525 | $1,011 萬 | 5.56% | +2,440+9.4% | 加碼 |
| Jackson Square Capital, LLC | 28,218 | $1,001 萬 | 1.39% | 00.0% | 不變 |