ARROW ELECTRS INC ARW
COM · Common Stock · CUSIP 042735100 · ISIN US0427351004
* 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 ($12.9m this quarter). Holder counts are more reliable. Shares outstanding: 51.5m as of 2025-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $127.44. Options: 6 managers hold calls ($9.3m notional), 5 hold puts ($892.0k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 444 |
| Q4 2022 | 455 |
| Q1 2023 | 472 |
| Q2 2023 | 476 |
| Q3 2023 | 454 |
| Q4 2023 | 496 |
| Q1 2024 | 473 |
| Q2 2024 | 457 |
| Q3 2024 | 470 |
| Q4 2024 | 464 |
| Q1 2025 | 460 |
| Q2 2025 | 499 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 169 | 263 |
| Q4 2023 | 226 | 223 |
| Q1 2024 | 210 | 259 |
| Q2 2024 | 192 | 230 |
| Q3 2024 | 210 | 218 |
| Q4 2024 | 182 | 251 |
| Q1 2025 | 201 | 237 |
| Q2 2025 | 250 | 224 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $4.5m | $1.5m | 0.34 |
| Q4 2024 | $3.1m | $3.0m | 0.97 |
| Q1 2025 | $2.4m | $1.6m | 0.68 |
| Q2 2025 | $9.3m | $892.0k | 0.10 |
Biggest buyers
| ACR Alpine Capital Research, LLC | Added | +2.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.3m |
| OPPENHEIMER ASSET MANAGEMENT INC. | Added | +364.6k |
| Boston Partners | Added | +305.2k |
| ARGA Investment Management, LP | Added | +278.1k |
| GOLDMAN SACHS GROUP INC | Added | +203.8k |
| FIDUCIARY MANAGEMENT INC /WI/ | Added | +164.9k |
| UBS Group AG | Added | +122.3k |
| ROYAL BANK OF CANADA | Added | +122.0k |
| IEQ CAPITAL, LLC | Added | +106.3k |
Biggest sellers
| COOKE & BIELER LP | Reduced | -583.9k |
| Alyeska Investment Group, L.P. | Sold out | -342.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -238.5k |
| Lind Value II ApS | Reduced | -227.6k |
| Pacer Advisors, Inc. | Reduced | -222.4k |
| DNB Asset Management AS | Reduced | -213.2k |
| Khrom Capital Management LLC | Reduced | -206.7k |
| Assenagon Asset Management S.A. | Reduced | -191.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -187.6k |
| Qube Research & Technologies Ltd | Reduced | -183.7k |
Biggest calls
| JANE STREET GROUP, LLC | New | $5.9m46.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m16.8k shares |
| CITADEL ADVISORS LLC | Reduced | $917.5k7.2k shares |
| GROUP ONE TRADING LLC | New | $216.6k1.7k shares |
| Walleye Trading LLC | New | $89.2k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $344.1k2.7k shares |
| CITADEL ADVISORS LLC | Reduced | $280.3k2.2k shares |
| Walleye Trading LLC | New | $229.4k1.8k shares |
| GROUP ONE TRADING LLC | Added | $38.2k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 9.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: ACR Alpine Capital Research, LLC (2.9%, 2026-08-05), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), AQR CAPITAL MANAGEMENT LLC (3.9%, 2026-02-12), Boston Partners (4.9%, 2026-01-16)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $488.8k | — |
| Q2 2024 | 0 | — | 2 | $788.1k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $197.8k | 1 | $65.3k | — |
| Q2 2025 | 0 | — | 4 | $3.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-12 | Zech Gretchen SVP, Chief Gov, Sust, HR Offr | Sold | $1.7m13.7k shares |
| 2025-06-11 | Jean-Claude Carine Lamercie SVP, CLCO and Secretary | Sold | $331.5k2.7k shares |
| 2025-05-12 | Nowak Eric President, Global ECS | Sold | $820.6k6.7k shares |
| 2025-05-12 | HAMILTON GAIL Director | Sold | $178.4k1.5k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.9m $749.5m | Reduced -71.2k |
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $627.4m | Added +7.0k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.0m $381.3m | Added +63.7k |
| Boston Partners 0.39% of their portfolio | 2.7m $348.5m | Added +305.2k |
| AQR CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 2.3m $294.9m | Added +1.3m |
| ACR Alpine Capital Research, LLC 4.92% of their portfolio | 2.2m $274.8m | Added +2.1m |
| LSV ASSET MANAGEMENT 0.64% of their portfolio | 2.1m $273.8m | Reduced -62.4k |
| GREENHAVEN ASSOCIATES INC 3.63% of their portfolio | 1.9m $243.7m | Reduced -1.1k |
| FIDUCIARY MANAGEMENT INC /WI/ 2.08% of their portfolio | 1.7m $216.8m | Added +164.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $215.8m | Reduced -43.1k |
| EARNEST PARTNERS LLC 0.85% of their portfolio | 1.5m $187.9m | Added +5.8k |
| LYRICAL ASSET MANAGEMENT LP 2.45% of their portfolio | 1.3m $169.9m | Reduced -99.6k |
| COOKE & BIELER LP 1.51% of their portfolio | 1.2m $150.7m | Reduced -583.9k |
| FMR LLC 0.01% of their portfolio | 1.1m $143.6m | Reduced -96.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $140.4m | Reduced -11.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $132.4m | Reduced -2.0k |
| FIL Ltd 0.10% of their portfolio | 923.7k $117.7m | Reduced -3.0k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 781.3k $99.6m | Added +20.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 636.5k $81.1m | Reduced -35.8k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 6.06% of their portfolio | 624.4k $79.6m | Added +77.0k |
| MORGAN STANLEY 0.00% of their portfolio | 599.5k $76.4m | Reduced -103.9k |
| ARGA Investment Management, LP 1.99% of their portfolio | 571.6k $72.8m | Added +278.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 519.7k $66.2m | Added +10.0k |
| DNB Asset Management AS 0.25% of their portfolio | 471.8k $60.1m | Reduced -213.2k |
| Pacer Advisors, Inc. 0.15% of their portfolio | 453.6k $57.8m | Reduced -222.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 451.5k $57.5m | Reduced -3.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 380.3k $48.5m | Added +203.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 371.4k $47.3m | Reduced -49.9k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.54% of their portfolio | 369.5k $47.1m | Added +364.6k |
| Oldfield Partners LLP 16.08% of their portfolio | 367.3k $46.8m | Added +36.8k |
| Analog Century Management LP 2.72% of their portfolio | 364.4k $46.4m | Added +26.3k |
| UBS Group AG 0.01% of their portfolio | 348.5k $44.4m | Added +122.3k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 324.2k $41.3m | Added +38.8k |
| Lind Value II ApS 17.08% of their portfolio | 304.9k $38.9m | Reduced -227.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.34% of their portfolio | 284.3k $36.2m | Reduced -24.3k |
| Polaris Capital Management, LLC 2.39% of their portfolio | 282.1k $35.9m | Reduced -7.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 258.9k $33.0m | Added +58.9k |
| Invesco Ltd. 0.01% of their portfolio | 251.5k $32.0m | Reduced -73.3k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 244.9k $31.2m | Reduced -11.0k |
| Bragg Financial Advisors, Inc 1.11% of their portfolio | 244.5k $31.2m | Added +2.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 238.4k $30.4m | Added +46.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 236.3k $30.1m | Reduced -43.2k |
| Khrom Capital Management LLC 3.27% of their portfolio | 230.4k $29.4m | Reduced -206.7k |
| PZENA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 221.2k $28.2m | Unchanged |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 219.3k $27.9m | Reduced -85.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 197.2k $25.1m | Reduced -47.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 188.3k $24.0m | Added +2.6k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 169.8k $21.6m | Added +1.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 168.7k $21.5m | Reduced -3.2k |
| Blue Grotto Capital, LLC 2.54% of their portfolio | 165.5k $21.1m | Added +49.0k |
| Hound Partners, LLC 2.80% of their portfolio | 162.4k $20.7m | Reduced -17.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 158.8k $20.2m | Added +122.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 156.7k $20.0m | Reduced -6.0k |
| SPEECE THORSON CAPITAL GROUP INC 4.03% of their portfolio | 155.4k $19.8m | Added +3.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 154.1k $19.6m | Added +4.7k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 143.1k $18.2m | Reduced -66.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 137.4k $17.5m | Reduced -187.6k |
| Legal & General Group Plc 0.00% of their portfolio | 132.8k $16.9m | Added +4.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 131.5k $16.8m | Reduced -238.5k |
| Bridgewater Associates, LP 0.07% of their portfolio | 127.8k $16.3m | Reduced -13.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 125.2k $16.0m | Unchanged |
| IEQ CAPITAL, LLC 0.10% of their portfolio | 123.8k $15.8m | Added +106.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 117.6k $15.0m | Reduced -2.5k |
| Skandinaviska Enskilda Banken AB (publ) 0.06% of their portfolio | 108.1k $13.8m | Added +73.1k |
| Swiss National Bank 0.01% of their portfolio | 99.1k $12.6m | Reduced -2.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 98.8k $12.6m | Added +13.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 97.6k $12.4m | Added +13.8k |
| Ruffer LLP 0.54% of their portfolio | 96.3k $12.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 93.2k $11.9m | Added +59.8k |
| TOWLE & CO 2.79% of their portfolio | 93.2k $11.9m | Reduced -25.8k |
| Nuveen, LLC 0.00% of their portfolio | 90.7k $11.6m | Reduced -21.3k |
| NORGES BANK 0.00% of their portfolio | 89.2k $11.4m | Reduced -645 |
| GoodHaven Capital Management, LLC 3.93% of their portfolio | 88.7k $11.3m | Unchanged |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 87.6k $11.2m | Reduced -191.1k |
| ENGLISH CAPITAL MANAGEMENT LLC 6.64% of their portfolio | 78.9k $10.1m | Added +5.0k |
| Quantinno Capital Management LP 0.04% of their portfolio | 78.5k $10.0m | Added +9.9k |
| Squarepoint Ops LLC 0.02% of their portfolio | 77.5k $9.9m | Reduced -160.4k |
| Susquehanna Portfolio Strategies, LLC 0.21% of their portfolio | 76.5k $9.8m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.34% of their portfolio | 66.6k $8.5m | Added +56.7k |
| Retirement Systems of Alabama 0.03% of their portfolio | 63.4k $8.1m | Reduced -98 |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 63.4k $8.1m | Added +19.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 63.2k $8.1m | Reduced -183.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 62.8k $8.0m | Reduced -12.7k |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1.24% of their portfolio | 61.8k $7.9m | Added +11.9k |
| Buttonwood Financial Advisors Inc. 2.91% of their portfolio | 56.9k $7.3m | Reduced -284 |
| Gotham Asset Management, LLC 0.04% of their portfolio | 56.3k $7.2m | Added +38.3k |
| South Dakota Investment Council 0.13% of their portfolio | 53.9k $6.9m | Unchanged |
| Trexquant Investment LP 0.08% of their portfolio | 53.1k $6.8m | Added +17.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 51.7k $6.6m | Reduced -8.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 51.3k $6.5m | Added +47.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 50.2k $6.4m | Reduced -10.7k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.40% of their portfolio | 49.7k $6.3m | Added +2.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.9k $6.2m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 48.1k $6.1m | Reduced -144.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 47.3k $6.0m | Reduced -569 |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 46.7k $6.0m | Added +4.2k |
| BARCLAYS PLC 0.00% of their portfolio | 46.2k $5.9m | Reduced -35.5k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 45.9k $5.8m | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 45.3k $5.8m | Added +23.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 43.8k $5.6m | Reduced -200 |