L3VLUP

ARM in the 13F filings

Arm Holdings PLC · CUSIP 042068205

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
latest of these filings; the earliest 9 Nov 2026
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 1 listed it in both
Shares listed
1,866,230
combined, among listed positions
Reported value
$541m
combined, at the quarter end

Among the 5 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,418,272.

Managers listing ARM in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Baillie Gifford & Co1,855,171$537m0.51%Added+1,413,8069 Nov 2026 (the filing on sec.gov)
Acadian Asset Management LLC11,059$3.2munder 0.1%Added+4,4669 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q4 2024 to 1 in Q3 2026

Tracked managers listing it, at least.

05101520Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q3 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARM by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202319$836mn.a.n.a.
Q4 20235$413m311
Q1 202412$1.7bn100
Q2 202411$1.6bn110
Q3 202410$1.1bn45
Q4 202411$984m64
Q1 202511$1.1bn57
Q2 20259$2.5bn73
Q3 202512$2.1bn86
Q4 202513$2.1bn1915
Q1 202613$2.9bn1716
Q2 202617$12.2bn1519
Q3 20261$537m20

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARM and NVDA →ARM and AVGO →ARM and MU →Choose a stock to compare with ARM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARM, latest filings →Back to the 13F Explorer →