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Arm控股 · 13F 机构持仓分析
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Arm控股

ARM HOLDINGS PLCARM
持有机构数
976
机构合计市值 (Q2 2026)
$550.50亿
机构合计股数 (Q2 2026)
1.56亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,713.3万股
604 · 316 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,138.4万股
351 · 91 清仓 · ≈
⚖️ 净额
+1,574.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$550.50亿
持有机构数
976
新买入
316
加仓
288
减仓
260
清仓
91
持股不变
112
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.53%0.28%#133$67.98亿1,917.2万股$25.08亿1,657.7万股+259.5万股+15.65%加仓
景顺Invesco Ltd.
0.36%0.07%#174$45.44亿1,281.7万股$4.47亿295.2万股+986.4万股+334.13%加仓
简街集团JANE STREET GROUP, LLC
0.34%0.17%#185$40.69亿1,147.5万股$13.49亿891.9万股+255.6万股+28.66%加仓
城堡顾问CITADEL ADVISORS LLC
0.36%0.16%#175$31.32亿883.3万股$9.88亿653.1万股+230.1万股+35.23%加仓
DZ 银行 AG Deutsche Zentral Genossenschafts 银行 Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1.77%1.32%#51$23.06亿650.4万股$14.87亿982.6万股-332.2万股-33.81%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.15%0.07%#298$17.36亿489.7万股$6.23亿412.0万股+77.7万股+18.87%加仓
资本世界投资者Capital World Investors
0.18%#271$15.35亿433.1万股$00股+433.1万股新买入
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.64%0.08%#117$14.52亿409.5万股$1.43亿94.5万股+315.0万股+333.23%加仓
富达投资FMR LLC
0.06%0.02%#448$14.41亿406.3万股$3.70亿244.9万股+161.4万股+65.90%加仓
巴克莱BARCLAYS PLC
0.26%0.18%#214$13.84亿390.3万股$7.39亿488.5万股-98.2万股-20.10%减仓
范埃克联合公司VAN ECK ASSOCIATES CORP
0.56%0.25%#124$9.22亿260.1万股$3.35亿221.3万股+38.8万股+17.52%加仓
Walleye交易Walleye Trading LLC
1.01%0.94%#84$8.85亿249.6万股$5.64亿372.9万股-123.3万股-33.06%减仓
资本研究全球投资者Capital Research Global Investors
0.12%0.1%#342$8.51亿240.1万股$6.38亿421.9万股-181.7万股-43.08%减仓
Alkeon资本管理ALKEON CAPITAL MANAGEMENT LLC
1.06%#80$7.84亿221.2万股$00股+221.2万股新买入
摩根士丹利MORGAN STANLEY
0.04%0.03%#518$7.65亿215.8万股$5.29亿373.8万股-157.9万股-42.25%减仓
PEAK6PEAK6 LLC
1.55%1.03%#58$7.52亿212.2万股$4.37亿288.8万股-76.6万股-26.53%减仓
瑞银集团UBS Group AG
0.09%0.05%#380$7.34亿207.1万股$3.57亿236.2万股-29.1万股-12.33%减仓
资本国际投资者Capital International Investors
0.15%0.04%#300$7.27亿205.0万股$1.76亿116.6万股+88.5万股+75.91%加仓
贝莱德BlackRock, Inc.
0.01%<0.01%#718$7.22亿203.6万股$1.88亿124.3万股+79.3万股+63.84%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.15%0.05%#307$7.18亿202.4万股$2.35亿155.1万股+47.3万股+30.49%加仓
Alphabet公司Alphabet Inc.
16.24%7.39%#1$6.96亿196.1万股$2.97亿196.1万股00.00%持仓不变
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
0.47%0.47%#145$6.64亿187.3万股$5.79亿382.4万股-195.1万股-51.02%减仓
Altimeter资本管理Altimeter Capital Management, LP
5.92%4.55%#11$5.82亿164.2万股$2.60亿171.5万股-7.3万股-4.28%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.07%0.01%#441$4.43亿124.8万股$7,293.9万48.2万股+76.6万股+158.87%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.01%#583$4.32亿121.9万股$1.07亿70.6万股+51.3万股+72.57%加仓
摩根大通JPMORGAN CHASE & CO
0.02%<0.01%#619$4.07亿118.5万股$2,446.4万17.9万股+100.6万股+563.18%加仓
LANSDOWNE PARTNERS (UK) LLP
15.64%7.58%#2$3.80亿107.2万股$1.42亿93.6万股+13.7万股+14.64%加仓
长青优质基金Evergreen Quality Fund GP, Ltd.
5.61%#12$3.48亿98.1万股$00股+98.1万股新买入
穆巴达拉投资公司Mubadala Investment Co PJSC
0.92%1.02%#92$3.20亿90.2万股$2.08亿137.7万股-47.5万股-34.50%减仓
马来西亚雇员公积金局(EPF)Employees Provident Fund Board
1.83%1.6%#45$3.19亿90.0万股$2.12亿140.0万股-50.0万股-35.71%减仓
D.E.肖D. E. Shaw & Co., Inc.
0.15%0.12%#301$3.16亿89.0万股$1.95亿129.1万股-40.1万股-31.04%减仓
花旗集团CITIGROUP INC
0.1%0.07%#374$2.96亿83.5万股$1.55亿102.6万股-19.1万股-18.61%减仓
荷宝(瑞士)Robeco Schweiz AG
4.71%3.22%#18$2.93亿82.7万股$1.52亿100.7万股-18.0万股-17.87%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.05%0.05%#483$2.87亿80.9万股$2.50亿165.6万股-84.6万股-51.11%减仓
卢米斯塞勒斯LOOMIS SAYLES & CO L P
0.35%0.18%#177$2.78亿78.5万股$1.30亿86.0万股-7.5万股-8.73%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.09%0.08%#394$2.58亿72.8万股$1.92亿126.6万股-53.8万股-42.51%减仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.03%0.01%#601$2.55亿71.9万股$7,471.3万49.4万股+22.5万股+45.64%加仓
Point72资产管理Point72 Asset Management, L.P.
0.27%0.17%#209$2.47亿69.7万股$1.35亿89.2万股-19.5万股-21.87%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.18%0.09%#275$2.42亿68.2万股$1.10亿72.7万股-4.5万股-6.21%减仓
Sands资本管理SANDS CAPITAL MANAGEMENT, LLC
0.85%#99$2.28亿64.3万股$00股+64.3万股新买入
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.33%0.17%#189$2.22亿62.5万股$5,767.4万38.1万股+24.4万股+64.00%加仓
阿尔茨舒勒·沙哈姆Altshuler Shaham Ltd
2.26%1.31%#36$2.09亿59.0万股$7,235.6万47.8万股+11.2万股+23.46%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.09%0.05%#378$1.96亿55.3万股$1.02亿24.5万股+30.8万股+125.76%加仓
Hyperion 资产管理Hyperion Asset Management Ltd
4.99%7.71%#16$1.88亿53.1万股$2.42亿159.9万股-106.7万股-66.76%减仓
Tidal投资Tidal Investments LLC
0.32%0.17%#196$1.82亿51.4万股$7,930.7万52.4万股-1.1万股-2.03%减仓
Rathbones集团Rathbones Group PLC
0.66%0.3%#111$1.78亿50.2万股$7,526.6万49.8万股+4,333股+0.87%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.01%#576$1.77亿50.0万股$5,536.9万36.6万股+13.4万股+36.67%加仓
Rafferty资产管理Rafferty Asset Management, LLC
0.4%0.23%#161$1.76亿49.5万股$5,780.1万38.2万股+11.3万股+29.67%加仓
都铎投资TUDOR INVESTMENT CORP ET AL
0.24%0.12%#222$1.73亿48.8万股$6,559.5万43.4万股+5.4万股+12.43%加仓
SquarepointSquarepoint Ops LLC
0.19%0.04%#266$1.70亿48.1万股$3,661.0万24.2万股+23.9万股+98.64%加仓

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