Arm Holdings plc (ARM)
What changed in recent filings
- Institutions — 4 new · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Arm Holdings plc
How many of the institutions we track reported holding this stock, quarter by quarter.
2023 Q3: 7 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Arm Holdings plc
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.14% of portfolio · since 2025 Q3
- Bridgewater Associates0.01% of portfolio · since 2025 Q4
- Duquesne Family Office0.19% of portfolio · since 2026 Q1
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
- Sands Capital Management0.85% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.18% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.05% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
The dominant player in chip-design IP. About 99% of smartphone chips are based on ARM architecture, and it is expanding into data-center and automotive chips.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Arm Holdings plc is classified under the Semiconductors sector. See peers below.
Arm Holdings plc key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Arm Holdings plc vs Semiconductors sector benchmark
Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Arm Holdings plc
Per SEC N-PORT · 2026-06-30 · by weight · factual
ARM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Semiconductors average
Peers · Semiconductors
ARM FAQ
What is Arm Holdings plc (ARM)?
The dominant player in chip-design IP. About 99% of smartphone chips are based on ARM architecture, and it is expanding into data-center and automotive chips.
What sector is Arm Holdings plc in?
Arm Holdings plc is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Arm Holdings plc's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 25.1%, Operating margin 7.1%, Net margin 20.2%. Definitions and interpretation are available on Stocklore.
Where can I analyze Arm Holdings plc (ARM) stock?
On Stocklore you can see ARM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.