ARM Holdings PLC: which funds bought and sold
Institutions that bought and sold ARM Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 578 institutions that filed 13F reports for both quarters added to or opened positions in ARM Holdings, and 340 cut or closed them. Together they added a net 7.8M shares, +8.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+3.6%); index fund managers were net buyers of 1.2M shares (+54.5%). 296 opened a new position and 82 sold out entirely.
Bought, Q2 2026 578 institutions, 296 of them new holders Sold, Q2 2026 340 institutions, 82 of them sold out
Net change, all compared +7.8M shares (+8.6%)
Net change, active managers +1.1M shares (+3.6%), 35 bought, 37 sold
Buyers versus sellers
578 bought 105 340 sold
Active managers and hedge funds 35 bought · 37 sold · +1.1M
Index fund managers 7 bought · 3 sold · +1.2M
Other institutions 536 bought · 300 sold · +5.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invesco Ltd. | +6.9M +117.9% | 12.8M | $4.5B |
| Capital World Investors Active manager | +4.3M New position | 4.3M | $1.5B |
| Arrowstreet Capital, Limited Partnership Hedge fund | +3.1M +333.2% | 4.1M | $1.5B |
| FMR LLC Active manager | +1.6M +65.9% | 4.1M | $1.4B |
| Goldman Sachs Group Inc | +1.3M +79.3% | 2.9M | $1B |
| Jpmorgan Chase & Co | +1.0M +563.2% | 1.2M | $407M |
| Evergreen Quality Fund Gp, Ltd. | +981K New position | 981K | $348M |
| Capital International Investors Active manager | +885K +75.9% | 2.1M | $727M |
| Susquehanna International Group, LLP | +847K +108.4% | 1.6M | $577M |
| Royal Bank Of Canada | +838K +362.5% | 1.1M | $379M |
| Blackrock, Inc. Index funds | +793K +63.8% | 2.0M | $722M |
| Sands Capital Management, LLC Active manager | +643K New position | 643K | $228M |
| Bank Of America Corp | +513K +72.6% | 1.2M | $432M |
| Franklin Resources Inc Active manager | +473K +30.5% | 2.0M | $718M |
| Congress Asset Management Co Active manager | +409K New position | 409K | $145M |
| Menora Mivtachim Holdings Ltd. | +400K New position | 400K | $142M |
| Van Eck Associates Corp | +388K +17.5% | 2.6M | $922M |
| BNP Paribas Financial Markets | +309K +128.4% | 549K | $195M |
| Mirae Asset Global Investments Co., Ltd. | +244K +64.0% | 625K | $222M |
| Marex Group Ltd | +235K +758.2% | 266K | $94.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +4.3M New position | 4.3M | $1.5B |
| Arrowstreet Capital, Limited Partnership Hedge fund | +3.1M +333.2% | 4.1M | $1.5B |
| FMR LLC Active manager | +1.6M +65.9% | 4.1M | $1.4B |
| Capital International Investors Active manager | +885K +75.9% | 2.1M | $727M |
| Sands Capital Management, LLC Active manager | +643K New position | 643K | $228M |
| Franklin Resources Inc Active manager | +473K +30.5% | 2.0M | $718M |
| Congress Asset Management Co Active manager | +409K New position | 409K | $145M |
| Price T Rowe Associates Inc Active manager | +225K +45.6% | 719K | $255M |
| Munro Partners Active manager | +194K New position | 194K | $68.7M |
| Neuberger Berman Group LLC Active manager | +188K +163.2% | 303K | $108M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | −2.9M −30.6% | 6.5M | $2.3B |
| Morgan Stanley | −2.3M −51.6% | 2.2M | $765M |
| Schroder Investment Management Group Active manager | −2.0M −51.0% | 1.9M | $664M |
| Capital Research Global Investors Active manager | −1.8M −43.1% | 2.4M | $851M |
| Sustainable Growth Advisers, LP Active manager | −1.6M −80.8% | 386K | $137M |
| Hyperion Asset Management Ltd | −1.1M −66.8% | 531K | $188M |
| SG Americas Securities, LLC | −922K −95.0% | 49K | $17.3M |
| Balyasny Asset Management L.P. Hedge fund | −912K −98.6% | 13K | $4.6M |
| Wellington Management Group LLP Active manager | −846K −51.1% | 809K | $287M |
| Analog Century Management LP Hedge fund | −691K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −588K −99.2% | 4,924 | $1.7M |
| Employees Provident Fund Board | −500K −35.7% | 900K | $319M |
| Rathbones Group PLC | −493K −49.6% | 502K | $178M |
| Mubadala Investment Co Pjsc | −475K −34.5% | 902K | $320M |
| Robeco Institutional Asset Management B.V. | −470K −82.4% | 100K | $35.5M |
| Whale Rock Capital Management LLC Hedge fund | −452K Sold out | 0 | — |
| Nwi Management LP | −413K Sold out | 0 | — |
| First Trust Advisors LP | −391K −52.8% | 350K | $124M |
| Artisan Partners Limited Partnership Active manager | −389K −58.2% | 280K | $99.2M |
| Schonfeld Strategic Advisors LLC Hedge fund | −344K −99.6% | 1,515 | $537,173 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Schroder Investment Management Group Active manager | −2.0M −51.0% | 1.9M | $664M |
| Capital Research Global Investors Active manager | −1.8M −43.1% | 2.4M | $851M |
| Sustainable Growth Advisers, LP Active manager | −1.6M −80.8% | 386K | $137M |
| Balyasny Asset Management L.P. Hedge fund | −912K −98.6% | 13K | $4.6M |
| Wellington Management Group LLP Active manager | −846K −51.1% | 809K | $287M |
| Analog Century Management LP Hedge fund | −691K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −588K −99.2% | 4,924 | $1.7M |
| Whale Rock Capital Management LLC Hedge fund | −452K Sold out | 0 | — |
| Artisan Partners Limited Partnership Active manager | −389K −58.2% | 280K | $99.2M |
| Schonfeld Strategic Advisors LLC Hedge fund | −344K −99.6% | 1,515 | $537,173 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Capital World InvestorsActive manager | 4.3M | $1.5B |
| Evergreen Quality Fund Gp, Ltd. | 981K | $348M |
| Sands Capital Management, LLCActive manager | 643K | $228M |
| Congress Asset Management CoActive manager | 409K | $145M |
| Menora Mivtachim Holdings Ltd. | 400K | $142M |
| Nordea Investment Management AB | 235K | $82.7M |
| Royal London Asset Management Ltd | 215K | $76.2M |
| Munro PartnersActive manager | 194K | $68.7M |
| Australiansuper Pty Ltd | 152K | $53.9M |
| Oriental Harbor Investment Master Fund | 151K | $53.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Analog Century Management LPHedge fund | 691K | $105M |
| Whale Rock Capital Management LLCHedge fund | 452K | $68.4M |
| Nwi Management LP | 413K | $62.5M |
| Qube Research & Technologies LtdHedge fund | 168K | $25.4M |
| Talos Eurisko Asset Management LP | 121K | $18.3M |
| Quinn Opportunity Partners LLC | 116K | $17.5M |
| Tairen Capital Ltd | 107K | $16.2M |
| Cantor Fitzgerald, L. P. | 98K | $14.8M |
| Catalyst Funds Management Pty Ltd | 90K | $13.6M |
| HRT Financial LP | 86K | $13M |
Who holds the shares
- Institutions reporting
- 954
- Ten largest holders
- 44.6% of 13F-reported shares
- Index fund managers
- 3.5% of 13F-reported shares
- Active managers and hedge funds
- 32.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 35 | 37 | 15 | 7 | +1.1M | +3.6% |
| Index fund managers | 7 | 3 | 1 | 0 | +1.2M | +54.5% |
| Other institutions | 536 | 300 | 280 | 75 | +5.4M | +9.4% |