InvestorLens

ARM — ARM HOLDINGS PLC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ARM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Strong distribution · 1 buying vs 4 selling last quarter
21
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their ARM position last quarter, 1 bought and 4 sold (20% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ken Griffin)
  • +5 tracked investors reported holding ARM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (4 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ARM HOLDINGS PLC (ARM)

ARM HOLDINGS PLC (ARM) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $3.1B. Across recent filings, tracked investors recorded 11 new positions, 17 increased, 11 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ARM

64
/100
Institutional Accumulation
Added / Increased28
Reduced11
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track ARM

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ARM Ownership Composition

How ARM HOLDINGS PLC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
5
tracked investors
Total Reported
$3.6B
combined 13F value
Types2
  • Multi-Strategy / Quant99.7%
  • Macro0.3%
Multi-Strategy / Quant(3)
99.7%
Macro(2)
0.3%

Tracked investors currently reporting ARM

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    8.8M
    Value
    $3.1B
    % Portfolio
    0.36%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    727.8K
    Value
    $258.1M
    % Portfolio
    0.09%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    696.9K
    Value
    $247.1M
    % Portfolio
    0.27%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    4.9K
    Value
    $1.7M
    % Portfolio
    0.01%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    28.1K
    Value
    $10M
    % Portfolio
    0.19%

Previously held ARM

These investors reported ARM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management2.3M$251.4MDec 31, 2025
Paul Tudor JonesTudor Investment Corp1.1M$152.2MSep 30, 2025
Chase ColemanTiger Global Management300K$37MDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold ARM?
5 tracked institutional investors disclosed a position in ARM (ARM HOLDINGS PLC) in their most recent 13F filing.
Who is the largest institutional holder of ARM?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in ARM, valued at $3.1B.
Did institutional ownership of ARM increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 17 increased, 11 reduced, and 5 fully exited ARM.
Where does this ARM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ARM (ARM HOLDINGS PLC) — Institutional Holders & 13F History — InvestorLens