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 ($13.9m this quarter). Holder counts are more reliable. Shares outstanding: 51.1m as of 2026-02-03, 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 ≈ $110.18. Options: 3 managers hold calls ($1.7m notional), 2 hold puts ($1.4m).
Trends to Q4 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 |
| Q4 2025 | 474 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 190 | 274 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $2.4m | $1.6m | 0.68 |
| Q2 2025 | $9.3m | $892.0k | 0.10 |
| Q3 2025 | $1.8m | $2.0m | 1.11 |
| Q4 2025 | $1.7m | $1.4m | 0.84 |
Biggest buyers
| ACR Alpine Capital Research, LLC | Added | +1.0m |
| AMERICAN CENTURY COMPANIES INC | Added | +397.2k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +382.4k |
| FIL Ltd | Added | +310.9k |
| Alyeska Investment Group, L.P. | New | +265.5k |
| D. E. Shaw & Co., Inc. | Added | +245.8k |
| DNB Asset Management AS | Added | +234.9k |
| Woodline Partners LP | New | +197.8k |
| RENAISSANCE TECHNOLOGIES LLC | New | +163.1k |
| MUFG Securities EMEA plc | New | +132.0k |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.2m |
| JPMORGAN CHASE & CO | Reduced | -624.0k |
| OPPENHEIMER ASSET MANAGEMENT INC. | Sold out | -370.6k |
| Analog Century Management LP | Sold out | -342.0k |
| COOKE & BIELER LP | Reduced | -335.2k |
| Khrom Capital Management LLC | Sold out | -233.0k |
| UBS Group AG | Reduced | -148.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -137.6k |
| ALGERT GLOBAL LLC | Reduced | -135.4k |
| IEQ CAPITAL, LLC | Reduced | -119.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $903.5k8.2k shares |
| CITADEL ADVISORS LLC | Reduced | $539.9k4.9k shares |
| SIMPLEX TRADING, LLC | Added | $209.3k1.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $738.2k6.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $650.1k5.9k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.1m $674.6m | Added +37.4k |
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $535.9m | Reduced -101.6k |
| ACR Alpine Capital Research, LLC 5.92% of their portfolio | 3.4m $379.6m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.0m $330.1m | Added +16.6k |
| Boston Partners 0.29% of their portfolio | 2.6m $284.7m | Reduced -99.2k |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 2.0m $220.1m | Reduced -1.2m |
| LSV ASSET MANAGEMENT 0.47% of their portfolio | 2.0m $216.0m | Reduced -110.2k |
| GREENHAVEN ASSOCIATES INC 3.39% of their portfolio | 1.9m $209.3m | Added +1.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $183.5m | Reduced -9.0k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.94% of their portfolio | 1.6m $176.8m | Reduced -88.3k |
| EARNEST PARTNERS LLC 0.69% of their portfolio | 1.5m $161.1m | Reduced -17.7k |
| LYRICAL ASSET MANAGEMENT LP 1.91% of their portfolio | 1.3m $146.4m | Reduced -83.0k |
| FIL Ltd 0.10% of their portfolio | 1.2m $135.7m | Added +310.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $119.9m | Added +8.3k |
| FMR LLC 0.01% of their portfolio | 1.0m $111.7m | Reduced -56.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 989.5k $109.0m | Reduced -103.4k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 895.7k $98.7m | Added +80.9k |
| DNB Asset Management AS 0.27% of their portfolio | 706.7k $77.9m | Added +234.9k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 620.0k $68.3m | Added +397.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 591.7k $65.2m | Reduced -24.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 528.8k $58.3m | Added +7.6k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 4.01% of their portfolio | 523.4k $57.7m | Reduced -54.0k |
| MORGAN STANLEY 0.00% of their portfolio | 483.6k $53.3m | Reduced -84.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 445.8k $49.1m | Reduced -12.3k |
| BRANDES INVESTMENT PARTNERS, LP 0.34% of their portfolio | 409.5k $45.1m | Added +382.4k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 385.2k $42.4m | Added +6.2k |
| Lind Value II ApS 13.64% of their portfolio | 383.3k $42.2m | Added +40.3k |
| Oldfield Partners LLP 11.45% of their portfolio | 366.6k $40.4m | Unchanged |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 366.2k $40.3m | Added +245.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 352.2k $38.8m | Reduced -41.4k |
| ARGA Investment Management, LP 1.03% of their portfolio | 343.7k $37.9m | Reduced -1.4k |
| Polaris Capital Management, LLC 2.70% of their portfolio | 295.4k $32.5m | Reduced -41.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.34% of their portfolio | 293.2k $32.3m | Reduced -2.6k |
| Invesco Ltd. 0.00% of their portfolio | 288.4k $31.8m | Added +14.8k |
| Alyeska Investment Group, L.P. 0.08% of their portfolio | 265.5k $29.3m | New |
| UBS Group AG 0.01% of their portfolio | 265.3k $29.2m | Reduced -148.2k |
| Bragg Financial Advisors, Inc 0.95% of their portfolio | 265.2k $29.2m | Added +19.3k |
| PZENA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 211.1k $23.3m | Added +9 |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 203.5k $22.4m | Added +67.2k |
| Woodline Partners LP 0.08% of their portfolio | 197.8k $21.8m | New |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 191.3k $21.1m | Added +6.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 179.2k $19.7m | Reduced -9.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 173.9k $19.2m | Reduced -2.3k |
| COOKE & BIELER LP 0.19% of their portfolio | 165.0k $18.2m | Reduced -335.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 163.8k $18.0m | Reduced -4.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 163.1k $18.0m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 154.8k $17.1m | Reduced -30.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 150.3k $16.6m | Added +118.1k |
| SPEECE THORSON CAPITAL GROUP INC 3.46% of their portfolio | 145.2k $16.0m | Reduced -8.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141.3k $15.6m | Reduced -624.0k |
| Hound Partners, LLC 2.07% of their portfolio | 135.7k $15.0m | Reduced -28.2k |
| MUFG Securities EMEA plc 0.17% of their portfolio | 132.0k $14.5m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 124.0k $13.7m | Added +26 |
| Bridgewater Associates, LP 0.05% of their portfolio | 121.3k $13.4m | Reduced -49.6k |
| Nuveen, LLC 0.00% of their portfolio | 119.2k $13.1m | Added +31.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 117.9k $13.0m | Reduced -25.1k |
| Amundi 0.00% of their portfolio | 114.6k $12.6m | Added +1.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 112.2k $12.4m | Reduced -23.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 110.8k $12.2m | Reduced -3.6k |
| Edgestream Partners, L.P. 0.33% of their portfolio | 106.5k $11.7m | Added +60.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 103.6k $11.4m | Reduced -25.3k |
| Swiss National Bank 0.01% of their portfolio | 101.6k $11.2m | Added +1.1k |
| Legal & General Group Plc 0.00% of their portfolio | 99.4k $10.9m | Reduced -22.3k |
| South Dakota Investment Council 0.19% of their portfolio | 93.0k $10.2m | Added +46.6k |
| NORGES BANK 0.00% of their portfolio | 90.4k $10.0m | Not comparable |
| Corient Private Wealth LP 0.01% of their portfolio | 88.3k $8.5m | Added +47.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 80.6k $8.9m | Reduced -9.3k |
| Atria Investments, Inc 0.10% of their portfolio | 80.1k $8.8m | Added +26.0k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 80.1k $8.8m | Added +56.0k |
| Quantinno Capital Management LP 0.02% of their portfolio | 79.8k $8.8m | Reduced -15.2k |
| ENGLISH CAPITAL MANAGEMENT LLC 5.43% of their portfolio | 78.9k $8.7m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 76.8k $8.5m | New |
| Mariner, LLC 0.01% of their portfolio | 76.7k $8.4m | Reduced -4.5k |
| BARCLAYS PLC 0.00% of their portfolio | 73.9k $8.1m | Reduced -21.8k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 71.3k $7.9m | Reduced -119.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 70.3k $7.7m | New |
| GoodHaven Capital Management, LLC 2.49% of their portfolio | 69.9k $7.7m | Reduced -19.1k |
| ROYCE & ASSOCIATES LP 0.07% of their portfolio | 66.3k $7.3m | Reduced -6.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 66.0k $7.3m | Added +65.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 63.5k $7.0m | Added +14.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 62.4k $6.9m | Reduced -81.0k |
| Retirement Systems of Alabama 0.02% of their portfolio | 61.8k $6.8m | Reduced -448 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 60.8k $6.7m | Reduced -931 |
| RBF Capital, LLC 0.15% of their portfolio | 60.0k $6.6m | Added +30.0k |
| CITIGROUP INC 0.00% of their portfolio | 56.3k $6.2m | Added +10.3k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 55.9k $6.2m | Reduced -57.0k |
| Cetera Investment Advisers 0.01% of their portfolio | 54.0k $6.0m | Added +14.9k |
| Buttonwood Financial Advisors Inc. 1.94% of their portfolio | 52.9k $5.8m | Reduced -7.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 49.5k $5.5m | Added +627 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.8k $5.4m | Reduced -38 |
| Moody Aldrich Partners LLC 0.99% of their portfolio | 48.2k $5.3m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 46.7k $5.1m | Reduced -2.1k |
| CWM, LLC 0.01% of their portfolio | 46.1k $5.1m | Reduced -33.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 45.6k $5.1m | Added +24.8k |
| Cerity Partners LLC 0.01% of their portfolio | 42.7k $4.7m | Reduced -22.7k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 42.6k $4.7m | Reduced -36.7k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 42.5k $4.7m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.2k $4.6m | Added +817 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 41.8k $4.6m | Reduced -4.0k |
| Freestone Grove Partners LP 0.03% of their portfolio | 41.2k $4.5m | New |