InvestorLens

ARW — ARROW ELECTRONICS INC - US

Public company

Sign in to save3 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 ARW?

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

Confidence
95
Institutional Conviction
Net accumulation · 3 buying vs 0 selling last quarter
70
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their ARW position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Paul Tudor Jones)
  • +3 tracked investors reported holding ARW at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −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 8/20/2026.

About ARROW ELECTRONICS INC - US (ARW)

ARROW ELECTRONICS INC - US (ARW) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $41M. Across recent filings, tracked investors recorded 7 new positions, 6 increased, 11 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ARW

46
/100
Mixed Activity
Added / Increased13
Reduced11
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track ARW

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ARW Ownership Composition

How ARROW ELECTRONICS INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
70% of tracked value
Institutions
3
tracked investors
Total Reported
$68.7M
combined 13F value
Types2
  • Multi-Strategy / Quant70.3%
  • Macro29.7%
Multi-Strategy / Quant(2)
70.3%
Macro(1)
29.7%

Tracked investors currently reporting ARW

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    103.8K
    Value
    $22.1M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    122.8K
    Value
    $26.2M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    95.5K
    Value
    $20.4M
    % Portfolio
    0.03%

Previously held ARW

These investors reported ARW 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
Ray DalioBridgewater Associates127.8K$16.3MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold ARW?
3 tracked institutional investors disclosed a position in ARW (ARROW ELECTRONICS INC - US) in their most recent 13F filing.
Who is the largest institutional holder of ARW?
Izzy Englander, Millennium Management, holds the largest disclosed position in ARW, valued at $41M.
Did institutional ownership of ARW increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 6 increased, 11 reduced, and 4 fully exited ARW.
Where does this ARW 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.