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 ($19.8m this quarter). Holder counts are more reliable. Shares outstanding: 51.5m as of 2025-10-23, 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 ≈ $121.01. Options: 6 managers hold calls ($1.8m notional), 5 hold puts ($2.0m).
Trends to Q3 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 |
| Q3 2025 | 488 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 226 | 240 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $3.1m | $3.0m | 0.97 |
| Q1 2025 | $2.4m | $1.6m | 0.68 |
| Q2 2025 | $9.3m | $892.0k | 0.10 |
| Q3 2025 | $1.8m | $2.0m | 1.11 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +871.6k |
| JPMORGAN CHASE & CO | Added | +393.9k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +303.9k |
| ACR Alpine Capital Research, LLC | Added | +260.4k |
| VANGUARD GROUP INC | Added | +204.0k |
| ALGERT GLOBAL LLC | Added | +131.5k |
| Amundi | New | +112.7k |
| Arax Advisory Partners | Added | +88.1k |
| LYRICAL ASSET MANAGEMENT LP | Added | +78.5k |
| ROYCE & ASSOCIATES LP | New | +73.2k |
Biggest sellers
| COOKE & BIELER LP | Reduced | -682.8k |
| Pacer Advisors, Inc. | Reduced | -442.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -237.3k |
| ARGA Investment Management, LP | Reduced | -226.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -137.4k |
| Blue Grotto Capital, LLC | Reduced | -106.1k |
| D. E. Shaw & Co., Inc. | Reduced | -98.9k |
| ROYAL BANK OF CANADA | Reduced | -88.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -82.7k |
| LSV ASSET MANAGEMENT | Reduced | -77.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $665.5k5.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $508.2k4.2k shares |
| JANE STREET GROUP, LLC | Reduced | $326.7k2.7k shares |
| WOLVERINE TRADING, LLC | New | $241.2k2.0k shares |
| SIMPLEX TRADING, LLC | New | $36.0k300 shares |
| GROUP ONE TRADING LLC | Reduced | $24.2k200 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.1m8.7k shares |
| PEAK6 LLC | New | $435.6k3.6k shares |
| WOLVERINE TRADING, LLC | New | $289.4k2.4k shares |
| JANE STREET GROUP, LLC | New | $205.7k1.7k shares |
| SIMPLEX TRADING, LLC | New | $24.0k200 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 1 | $991.7k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-08-01 | Kerins Sean J President and CEO, director | Bought | $991.7k8.6k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.1m $736.3m | Added +204.0k |
| BlackRock, Inc. 0.01% of their portfolio | 5.0m $600.8m | Added +41.3k |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 3.2m $384.8m | Added +871.6k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.0m $360.5m | Reduced -13.6k |
| Boston Partners 0.33% of their portfolio | 2.7m $324.5m | Reduced -59.2k |
| ACR Alpine Capital Research, LLC 5.00% of their portfolio | 2.4m $292.4m | Added +260.4k |
| LSV ASSET MANAGEMENT 0.55% of their portfolio | 2.1m $250.6m | Reduced -77.6k |
| GREENHAVEN ASSOCIATES INC 3.49% of their portfolio | 1.9m $229.7m | Reduced -14.3k |
| FIDUCIARY MANAGEMENT INC /WI/ 2.07% of their portfolio | 1.7m $204.8m | Reduced -8.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $202.6m | Reduced -18.8k |
| EARNEST PARTNERS LLC 0.78% of their portfolio | 1.5m $179.0m | Added +5.1k |
| LYRICAL ASSET MANAGEMENT LP 2.41% of their portfolio | 1.4m $170.8m | Added +78.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $132.2m | Reduced -8.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $130.6m | Added +39.7k |
| FMR LLC 0.01% of their portfolio | 1.1m $129.5m | Reduced -56.9k |
| FIL Ltd 0.09% of their portfolio | 920.9k $111.4m | Reduced -2.8k |
| SEI INVESTMENTS CO 0.11% of their portfolio | 814.8k $98.6m | Added +33.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 765.3k $92.6m | Added +393.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 615.7k $74.5m | Reduced -20.8k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 5.29% of their portfolio | 577.4k $69.9m | Reduced -47.0k |
| MORGAN STANLEY 0.00% of their portfolio | 568.0k $68.7m | Reduced -31.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 521.2k $63.1m | Added +1.5k |
| COOKE & BIELER LP 0.63% of their portfolio | 500.1k $60.5m | Reduced -682.8k |
| DNB Asset Management AS 0.21% of their portfolio | 471.8k $57.1m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 458.0k $55.4m | Added +303.9k |
| UBS Group AG 0.01% of their portfolio | 413.5k $50.0m | Added +65.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 393.6k $47.6m | Reduced -57.8k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 379.0k $45.9m | Added +54.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.49% of their portfolio | 370.6k $44.8m | Added +1.1k |
| Oldfield Partners LLP 13.85% of their portfolio | 366.6k $44.4m | Reduced -700 |
| ARGA Investment Management, LP 1.11% of their portfolio | 345.0k $41.7m | Reduced -226.6k |
| Lind Value II ApS 15.66% of their portfolio | 342.9k $41.5m | Added +38.0k |
| Analog Century Management LP 2.22% of their portfolio | 342.0k $41.4m | Reduced -22.4k |
| Polaris Capital Management, LLC 2.68% of their portfolio | 336.9k $40.8m | Added +54.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.32% of their portfolio | 295.8k $35.8m | Added +11.5k |
| Invesco Ltd. 0.01% of their portfolio | 273.6k $33.1m | Added +22.1k |
| Bragg Financial Advisors, Inc 0.98% of their portfolio | 245.9k $29.8m | Added +1.4k |
| Khrom Capital Management LLC 2.93% of their portfolio | 233.0k $28.2m | Added +2.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 222.8k $27.0m | Reduced -15.7k |
| PZENA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 211.1k $25.5m | Reduced -10.1k |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 190.8k $23.1m | Added +67.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 188.3k $22.8m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 185.5k $22.4m | Reduced -50.9k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 184.5k $22.3m | Added +14.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 178.5k $21.6m | Reduced -66.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 176.2k $21.3m | Reduced -82.7k |
| Bridgewater Associates, LP 0.08% of their portfolio | 170.9k $20.7m | Added +43.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 167.7k $20.3m | Reduced -982 |
| Hound Partners, LLC 2.55% of their portfolio | 163.9k $19.8m | Added +1.5k |
| SPEECE THORSON CAPITAL GROUP INC 3.71% of their portfolio | 153.6k $18.6m | Reduced -1.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 143.4k $17.4m | Added +276 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 143.0k $17.3m | Reduced -237.3k |
| ALGERT GLOBAL LLC 0.29% of their portfolio | 142.7k $17.3m | Added +131.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 136.3k $16.5m | Reduced -60.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 135.6k $16.4m | Reduced -21.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 128.9k $15.6m | Added +3.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 123.9k $15.0m | Reduced -7.5k |
| Legal & General Group Plc 0.00% of their portfolio | 121.7k $14.7m | Reduced -11.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 120.4k $14.6m | Reduced -98.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 114.4k $13.8m | Reduced -3.2k |
| Skandinaviska Enskilda Banken AB (publ) 0.05% of their portfolio | 112.9k $13.7m | Added +4.7k |
| Amundi 0.00% of their portfolio | 112.7k $13.9m | New |
| Swiss National Bank 0.01% of their portfolio | 100.5k $12.2m | Added +1.4k |
| BARCLAYS PLC 0.00% of their portfolio | 95.7k $11.6m | Added +49.5k |
| Quantinno Capital Management LP 0.03% of their portfolio | 95.0k $11.5m | Added +16.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 89.9k $10.9m | Reduced -7.7k |
| GoodHaven Capital Management, LLC 3.47% of their portfolio | 89.0k $10.8m | Added +290 |
| Arax Advisory Partners 0.15% of their portfolio | 88.4k $10.7m | Added +88.1k |
| Nuveen, LLC 0.00% of their portfolio | 88.1k $10.7m | Reduced -2.6k |
| Mariner, LLC 0.01% of their portfolio | 81.2k $9.8m | Added +63.9k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 79.4k $9.6m | Added +23.0k |
| CWM, LLC 0.03% of their portfolio | 79.1k $9.6m | Added +37.0k |
| ENGLISH CAPITAL MANAGEMENT LLC 6.24% of their portfolio | 78.9k $9.5m | Unchanged |
| TOWLE & CO 2.36% of their portfolio | 77.4k $9.4m | Reduced -15.8k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 73.2k $8.9m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 70.2k $8.5m | Reduced -88.6k |
| Cerity Partners LLC 0.01% of their portfolio | 65.4k $7.9m | Added +23.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 64.5k $7.8m | Added +17.7k |
| HRT FINANCIAL LP 0.03% of their portfolio | 62.7k $7.6m | Added +58.6k |
| Retirement Systems of Alabama 0.03% of their portfolio | 62.3k $7.5m | Reduced -1.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 61.7k $7.5m | Reduced -1.7k |
| Buttonwood Financial Advisors Inc. 2.49% of their portfolio | 59.9k $7.2m | Added +3.0k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 59.8k $7.2m | New |
| Blue Grotto Capital, LLC 0.83% of their portfolio | 59.4k $7.2m | Reduced -106.1k |
| Atria Investments, Inc 0.07% of their portfolio | 54.1k $6.5m | Added +50.9k |
| Verition Fund Management LLC 0.04% of their portfolio | 54.0k $6.5m | Added +42.1k |
| ExodusPoint Capital Management, LP 0.09% of their portfolio | 52.5k $6.4m | Added +30.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 49.7k $6.0m | Reduced -2.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 49.5k $6.0m | Reduced -687 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.9k $5.9m | Reduced -64 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 48.9k $5.9m | Added +1.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 48.8k $5.9m | Reduced -50.0k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.99% of their portfolio | 48.3k $5.8m | Reduced -1.4k |
| Moody Aldrich Partners LLC 1.11% of their portfolio | 48.2k $5.8m | Added +22.9k |
| Susquehanna Portfolio Strategies, LLC 0.09% of their portfolio | 47.7k $5.8m | Reduced -28.8k |
| Edgestream Partners, L.P. 0.16% of their portfolio | 46.4k $5.6m | New |
| South Dakota Investment Council 0.11% of their portfolio | 46.4k $5.6m | Reduced -7.5k |
| CITIGROUP INC 0.00% of their portfolio | 46.0k $5.6m | Added +19.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.9k $5.6m | Reduced -47.3k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 43.4k $5.2m | Added +22.0k |