ARM Holdings PLC (ARM)
- Sector
- Semiconductors
- Last price
- $235.90
- As of
Kresmion compiles this page from ARM's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
ARM HOLDINGS PLC /UK (ARM): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 6-K filed 2026-09-18.
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Preview the ARM dossierActive events for ARM
- mediumEarnings above estimates
Q2-2026: Beat consensus by 10.8%, EPS $0.45 vs $0.4061 estimate
- high13F: funds reduced
6 tracked funds reduced ARM this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 96% of ARM (2026Q2)
- high13F: funds reduced
4 tracked funds reduced ARM this 2026Q2, institutional consensus
- high13F: large reduction
MILLENNIUM MANAGEMENT LLC cut 99% of ARM (2026Q2)
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Every event on ARM, as it fires
You are seeing 5 of 24 events recorded on ARM since 2026-06-10.
The five above landed across 3 days. The other 19 were recorded on 4 other days. 18 of the 24 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in ARM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 042068205 · 2026Q2 | $234.1M | 0.17% | , |
| CITADEL ADVISORS LLCCUSIP 042068205 · 2026Q2 | $59.5M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 042068205 · 2026Q2 | $2M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 042068205 · 2026Q2 | $1.7M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 042068205 · 2026Q2 | $1M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, ARM
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 20-FSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
ARM against its peers
ARM's operating margin of 18.3% ranks in the 50th percentile of 18 Semiconductors sub-industry peers, fiscal periods ending between 2025-09-28 and 2026-09-03.
| Metric | ARM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 4.9B USD | 11.0B USD | 31 | 17 |
| Revenue YoY | 22.8% | 7.7% | 79 | 6 |
| Gross margin | 97.5% | 55.0% | 97 | 18 |
| Operating margin | 18.3% | 18.2% | 50 | 18 |
| Net margin | 18.4% | 15.3% | 55 | 18 |
| Return on equity | 10.9% | 13.6% | 45 | 18 |
| P / E | n/a | 82.0x | n/a | 13 |
| 1 year | 36.3% | 35.6% | 50 | 10 |
Peers (18): MRVL, TXN, ADI, QCOM, INTC, ASX, AMD, NXPI, MPWR, MU, ALAB, STM, MCHP, AVGO, CRDO, ON, GFS, TSEM. Left out: KXIAY (no annual filing), IFNNY (no annual filing), SKHY (no annual filing), UMC (period gap), GIDHF (no annual filing), TSM (period gap), CBRS (no annual filing). Fiscal periods ending between 2025-09-28 and 2026-09-03. Every figure is one full fiscal year read from one annual filing (ARM: 20-F), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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