ARM HOLDINGS PLC ARM
SPONSORED ADS · ADR · CUSIP 042068205 · ISIN US0420682058
British multinational semiconductor and software design company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($31.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $151.24. Options: 52 managers hold calls ($4.1bn notional), 48 hold puts ($5.3bn).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 212 |
| Q4 2023 | 274 |
| Q1 2024 | 412 |
| Q2 2024 | 568 |
| Q3 2024 | 614 |
| Q4 2024 | 639 |
| Q1 2025 | 635 |
| Q2 2025 | 669 |
| Q3 2025 | 660 |
| Q4 2025 | 653 |
| Q1 2026 | 745 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 404 | 154 |
| Q3 2024 | 387 | 209 |
| Q4 2024 | 323 | 252 |
| Q1 2025 | 355 | 273 |
| Q2 2025 | 338 | 300 |
| Q3 2025 | 340 | 279 |
| Q4 2025 | 313 | 308 |
| Q1 2026 | 409 | 295 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $7.6bn | $5.6bn | 0.73 |
| Q3 2025 | $5.6bn | $5.8bn | 1.04 |
| Q4 2025 | $4.1bn | $5.0bn | 1.22 |
| Q1 2026 | $4.1bn | $5.3bn | 1.31 |
Biggest buyers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +7.2m |
| Capital Research Global Investors | Added | +2.4m |
| VAN ECK ASSOCIATES CORP | Added | +2.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +1.9m |
| Altimeter Capital Management, LP | New | +1.7m |
| Capital International Investors | New | +1.2m |
| Balyasny Asset Management L.P. | Added | +877.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +872.6k |
| JANUS HENDERSON GROUP PLC | New | +767.5k |
| FMR LLC | Added | +718.5k |
Biggest sellers
| COATUE MANAGEMENT LLC | Sold out | -2.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.2m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.6m |
| Walleye Trading LLC | Reduced | -1.3m |
| Capital World Investors | Sold out | -1.2m |
| MARSHALL WACE, LLP | Sold out | -1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.1m |
| Nuveen, LLC | Reduced | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -801.1k |
| TWO SIGMA ADVISERS, LP | Sold out | -712.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn7.5m shares |
| JANE STREET GROUP, LLC | Reduced | $546.7m3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $407.3m2.7m shares |
| IMC-Chicago, LLC | Reduced | $356.7m2.4m shares |
| Walleye Trading LLC | Reduced | $238.7m1.6m shares |
| PEAK6 LLC | Reduced | $172.9m1.1m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $159.4m1.1m shares |
| GROUP ONE TRADING LLC | Reduced | $127.4m842.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $86.3m570.4k shares |
| Point72 Asset Management, L.P. | Added | $77.1m509.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3bn8.3m shares |
| JANE STREET GROUP, LLC | Reduced | $754.8m5.0m shares |
| BARCLAYS PLC | Reduced | $570.3m3.8m shares |
| CITADEL ADVISORS LLC | Reduced | $537.1m3.6m shares |
| Walleye Trading LLC | Reduced | $321.7m2.1m shares |
| IMC-Chicago, LLC | Added | $250.8m1.7m shares |
| PEAK6 LLC | Reduced | $249.8m1.7m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $217.3m1.4m shares |
| SIMPLEX TRADING, LLC | Reduced | $117.9m779.4k shares |
| Centiva Capital, LP | Reduced | $103.0m680.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $8.3m | $8.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-26 | Haas Rene A. Chief Executive Officer, director | Sold plan | $1.3m8.0k shares |
| 2026-03-25 | Haas Rene A. Chief Executive Officer, director | Sold plan | $3.8m23.9k shares |
| 2026-03-25 | Child Jason Chief Financial Officer | Sold plan | $3.2m21.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.29% of their portfolio | 9.4m $1.4bn | Added +7.2m |
| Invesco Ltd. 0.09% of their portfolio | 5.9m $890.0m | Added +348.0k |
| MORGAN STANLEY 0.04% of their portfolio | 4.5m $675.3m | Added +680.8k |
| Capital Research Global Investors 0.10% of their portfolio | 4.2m $638.1m | Added +2.4m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.47% of their portfolio | 3.8m $578.5m | Added +1.9m |
| FMR LLC 0.02% of their portfolio | 2.4m $370.5m | Added +718.5k |
| VAN ECK ASSOCIATES CORP 0.25% of their portfolio | 2.2m $334.8m | Added +2.2m |
| Sustainable Growth Advisers, LP 2.86% of their portfolio | 2.0m $303.6m | Reduced -661.0k |
| Alphabet Inc. 7.39% of their portfolio | 2.0m $296.6m | Unchanged |
| Altimeter Capital Management, LP 4.55% of their portfolio | 1.7m $259.5m | New |
| UBS Group AG 0.05% of their portfolio | 1.7m $253.7m | Reduced -149 |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.7m $250.5m | Reduced -493.5k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.6m $246.6m | Reduced -2.2m |
| Hyperion Asset Management Ltd 7.71% of their portfolio | 1.6m $241.8m | Reduced -237.6k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.6m $234.6m | Added +89.6k |
| Employees Provident Fund Board 1.60% of their portfolio | 1.4m $211.8m | Added +300.0k |
| Mubadala Investment Co PJSC 1.02% of their portfolio | 1.4m $208.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $188.0m | Reduced -65.3k |
| Capital International Investors 0.04% of their portfolio | 1.2m $176.3m | New |
| Robeco Schweiz AG 3.22% of their portfolio | 1.0m $152.4m | Added +344.7k |
| Rathbones Group PLC 0.31% of their portfolio | 995.1k $150.5m | Reduced -5.0k |
| SG Americas Securities, LLC 0.16% of their portfolio | 971.1k $146.9m | Added +705.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 945.2k $143.0m | Added +872.6k |
| LANSDOWNE PARTNERS (UK) LLP 7.58% of their portfolio | 935.5k $141.5m | Added +463.4k |
| Balyasny Asset Management L.P. 0.27% of their portfolio | 924.7k $139.9m | Added +877.4k |
| LOOMIS SAYLES & CO L P 0.18% of their portfolio | 860.3k $130.1m | Added +30.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.15% of their portfolio | 780.6k $118.1m | Reduced -1.1m |
| JANUS HENDERSON GROUP PLC 0.06% of their portfolio | 767.5k $116.1m | New |
| CITIGROUP INC 0.07% of their portfolio | 753.1k $113.9m | Added +45.5k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 740.4k $112.0m | Reduced -209.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 706.3k $106.8m | Reduced -1.6m |
| Analog Century Management LP 4.99% of their portfolio | 691.4k $104.6m | New |
| Artisan Partners Limited Partnership 0.17% of their portfolio | 669.1k $101.2m | Reduced -574.1k |
| BARCLAYS PLC 0.03% of their portfolio | 643.7k $97.4m | Reduced -323.9k |
| BAILLIE GIFFORD & CO 0.09% of their portfolio | 611.9k $92.6m | Reduced -631 |
| Bridgewater Associates, LP 0.40% of their portfolio | 593.4k $89.8m | Added +267.0k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 580.0k $87.7m | Reduced -679.1k |
| Robeco Institutional Asset Management B.V. 0.12% of their portfolio | 570.3k $86.3m | Reduced -877 |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 521.3k $79.2m | Added +84.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 493.9k $74.7m | Added +16.8k |
| Altshuler Shaham Ltd 1.33% of their portfolio | 478.3k $72.4m | Added +325.2k |
| NZS Capital, LLC 2.36% of their portfolio | 467.3k $70.7m | Added +55.6k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 454.2k $68.7m | Added +183.0k |
| Whale Rock Capital Management LLC 0.88% of their portfolio | 452.4k $68.4m | New |
| Swedbank AB 0.07% of their portfolio | 421.0k $63.7m | Added +57.0k |
| NWI MANAGEMENT LP 1.91% of their portfolio | 413.5k $62.5m | Unchanged |
| GILDER GAGNON HOWE & CO LLC 0.74% of their portfolio | 408.3k $61.8m | Added +41.5k |
| Defiance ETFs, LLC 0.84% of their portfolio | 387.6k $58.6m | Added +33.4k |
| Penserra Capital Management LLC 0.68% of their portfolio | 383.3k $58.0m | Added +29.1k |
| Rafferty Asset Management, LLC 0.23% of their portfolio | 382.1k $57.8m | Reduced -102.5k |
| Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio | 381.2k $57.7m | Reduced -36.5k |
| Tidal Investments LLC 0.18% of their portfolio | 371.0k $56.1m | Added +159.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 366.0k $55.4m | Added +954 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 361.7k $54.7m | Added +261.6k |
| MARK ASSET MANAGEMENT LP 7.06% of their portfolio | 351.6k $53.2m | Added +67.8k |
| Liontrust Investment Partners LLP 0.90% of their portfolio | 347.3k $52.5m | Added +202.4k |
| Schonfeld Strategic Advisors LLC 0.43% of their portfolio | 345.3k $52.2m | New |
| Pacific Heights Asset Management LLC 1.65% of their portfolio | 325.0k $49.2m | Added +50.0k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 315.5k $47.7m | Added +253.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 309.5k $46.8m | Added +50.3k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 306.6k $46.4m | Added +178.4k |
| Nuveen, LLC 0.01% of their portfolio | 303.9k $46.0m | Reduced -1.1m |
| 1832 Asset Management L.P. 0.06% of their portfolio | 300.0k $45.4m | New |
| Tensor Edge Capital, LLC 7.53% of their portfolio | 289.5k $43.8m | New |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 288.8k $43.7m | Reduced -217.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 285.5k $43.2m | Added +78.5k |
| STATE STREET CORP 0.00% of their portfolio | 279.6k $42.3m | Reduced -4.6k |
| TRAN CAPITAL MANAGEMENT, L.P. 5.67% of their portfolio | 272.9k $41.3m | Added +83.4k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 270.2k $40.9m | Added +126.5k |
| LPL Financial LLC 0.01% of their portfolio | 260.3k $39.4m | Reduced -7.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.13% of their portfolio | 257.8k $39.0m | Added +151.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 240.5k $36.4m | Reduced -345.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 233.9k $35.4m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 231.0k $35.0m | Reduced -49.6k |
| Focus Partners Wealth 0.04% of their portfolio | 230.9k $34.9m | Added +121.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 218.0k $23.8m | Added +192.9k |
| DOCK STREET ASSET MANAGEMENT INC 3.42% of their portfolio | 214.9k $32.5m | Reduced -1.4k |
| Clear Street Group Inc. 0.17% of their portfolio | 200.9k $30.4m | Added +78.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 193.4k $29.3m | Reduced -351.1k |
| Rheos Capital Works Inc. 1.91% of their portfolio | 189.6k $28.7m | Added +10.0k |
| Centiva Capital, LP 1.31% of their portfolio | 186.3k $28.2m | Added +175.5k |
| Legal & General Group Plc 0.01% of their portfolio | 179.2k $27.1m | Added +5.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 178.6k $24.5m | Reduced -801.1k |
| ProShare Advisors LLC 0.04% of their portfolio | 177.9k $26.9m | Reduced -38.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 173.3k $26.2m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 171.5k $25.9m | Reduced -46.2k |
| Silvant Capital Management LLC 0.88% of their portfolio | 168.6k $25.5m | Added +69.5k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 168.0k $25.4m | Added +120.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.93% of their portfolio | 164.8k $24.9m | New |
| Eurizon Capital SGR S.p.A. 0.08% of their portfolio | 163.2k $24.7m | Added +45.5k |
| LBP AM SA 0.33% of their portfolio | 159.0k $24.1m | Added +49.1k |
| Pacer Advisors, Inc. 0.06% of their portfolio | 139.4k $21.1m | Added +22.8k |
| CIBC WORLD MARKET INC. 0.04% of their portfolio | 132.0k $20.0m | Reduced -50.0k |
| CWM, LLC 0.05% of their portfolio | 131.7k $19.9m | Added +1.3k |
| Banque Transatlantique SA 0.45% of their portfolio | 124.3k $18.8m | Reduced -83.7k |
| Talos Eurisko Asset Management LP 3.13% of their portfolio | 121.2k $18.3m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 119.0k $18.0m | Added +3.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 116.6k $17.6m | Reduced -88.8k |
| Quinn Opportunity Partners LLC 0.92% of their portfolio | 115.8k $17.5m | Reduced -48.1k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 115.2k $17.4m | Reduced -17.1k |