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ARM in the 13F filings

Arm Holdings PLC · CUSIP 042068205

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 7 listed it in both
Shares listed
14,707,586
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ARM in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Capital World Investors4,772,592$675m0.09%Trimmed-175,84513 Nov 2025 (the filing on sec.gov)
Coatue Management LLC2,259,826$320m0.78%Trimmed-2,373,62814 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors1,718,132$243munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP1,516,150$215munder 0.1%Added+456,47914 Nov 2025 (the filing on sec.gov)
Altimeter Capital Management LP1,098,139$155m2.05%Added+164,93114 Nov 2025 (the filing on sec.gov)
Artisan Partners LP860,625$122m0.17%Trimmed-1,173,91012 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP818,637$116m0.12%Added+335,68513 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co640,877$91m0.07%Newnew31 Oct 2025 (the filing on sec.gov)
Renaissance Technologies LLC495,400$70m0.09%Addedn.a.13 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP209,411$30munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Man Group PLC163,397$23munder 0.1%Trimmed-54,24314 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP154,400$22munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (4)

Exited (2)

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.
10 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

05101520Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 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

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 →