Who Owns ARM HOLDINGS PLC (ARM)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $199.1M of ARM HOLDINGS PLC (ARM) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($145.0M), UNICOM Systems, Inc. ($31.6M), 180 WEALTH ADVISORS, LLC ($7.2M), WILLNER & HELLER, LLC ($3.2M), Castle Rock Wealth Management, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $145.0M | 409,049 | New |
| 2 | UNICOM Systems, Inc. | $31.6M | 89,000 | Hold |
| 3 | 180 WEALTH ADVISORS, LLC | $7.2M | 20,260 | Trimmed |
| 4 | WILLNER & HELLER, LLC | $3.2M | 9,021 | Trimmed |
| 5 | Castle Rock Wealth Management, LLC | $3.1M | 9,244 | New |
| 6 | Hennion & Walsh Asset Management, Inc. | $1.8M | 4,979 | Added |
| 7 | Connective Portfolio Management, LLC | $992,796 | 2,800 | New |
| 8 | FNY Investment Advisers, LLC | $886,000 | 2,500 | Trimmed |
| 9 | KERR FINANCIAL PLANNING Corp | $859,833 | 2,425 | Hold |
| 10 | CoreCap Advisors, LLC | $703,467 | 1,984 | Added |
| 11 | Mirador Capital Partners LP | $636,453 | 1,795 | Trimmed |
| 12 | Crescent Sterling, Ltd. | $504,553 | 1,423 | Trimmed |
| 13 | RDA Financial Network | $496,043 | 1,399 | Added |
| 14 | Strategic Investment Solutions, Inc. /IL | $474,415 | 1,338 | Added |
| 15 | Victrix Investment Advisors | $282,238 | 796 | New |
| 16 | Dynamic Advisor Solutions LLC | $262,462 | 740 | New |
| 17 | TLWM | $234,372 | 661 | New |
| 18 | Balefire, LLC | $214,515 | 605 | New |
| 19 | DWR WEALTH MANAGEMENT, LLC | $206,473 | 601 | New |
| 20 | EASTERN BANK | $202,814 | 572 | New |
| 21 | GAMMA Investing LLC | $143,955 | 406 | Added |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $53,186 | 150 | Hold |
| 23 | Hilltop National Bank | $23,756 | 67 | Hold |
| 24 | Versant Capital Management, Inc | $18,083 | 51 | Hold |
| 25 | Roxbury Financial LLC | $16,310 | 46 | New |
Source: SEC Form 13F filings · as of 2026-06-30