Ami Asset Management 13F: Cuts ARM Stake by $567K

Ami Asset Management reduced its holdings in Arm Holdings plc (NASDAQ: ARM) by 3.1%, shedding 1,959 shares during the period. According to a Form 13F filing with the U.S. Securities and Exchange Commission on October 20, 2026, the firm held 60,908 shares valued at approximately $17.6 million at the close of the quarter.

ARM Arm Holdings plc

$226.59 ▲ +97.50% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Ami Asset Management's Arm Position

The fund trimmed its investment from 62,867 shares down to 60,908 shares. The remaining stake carries a reported value of $17,642,695. Arm Holdings closed at $210.06 on the filing date.

Other Institutional Activity in Arm Holdings

Other large investors adjusted their positions around the same time. Schonfeld Strategic Advisors picked up 345,322 shares for a total of 345,322 shares worth roughly $124.1 million. Bank of America cut its holdings by 69.9%, reducing its stake by 1,639,301 shares to finish with 706,252 shares valued at about $253.9 million. Proshare Advisors trimmed its position by 17.6%, dropping 37,986 shares to end with 177,885 shares worth about $78.2 million. Mirae Asset Global Etfs Holdings lowered its stake by 43.2%, shedding 88,838 shares to hold 116,595 shares valued at about $47.5 million. Meanwhile, DZ Bank AG trimmed its holdings by 30.6%, reducing its position by 2,871,876 shares to 6,504,147 shares worth about $1.47 billion.

Arm Holdings plc Stock Down 2.1%

Arm shares recently traded around $226.57 as of October 22, 2026, putting the stock up about 2.5% since the filing date. The stock has traded between a 52-week low of $100.02 and a 52-week high of $452.70.

Recent Earnings

The company reported trailing twelve-month revenue of $5.16 billion and basic earnings of $0.97 per share. The upcoming earnings report is scheduled for November 4, 2026.

Insider Buying and Selling at Arm Holdings plc

Insiders executed several transactions earlier in the year. Officer William Abbey sold 6,566 shares on June 1, 2026, for a total value of $2,644,252. Officer Laura Kathleen Bartels sold 11,306 shares on June 2, 2026, at an average price of $392.70, totaling $4,439,866. Chief Financial Officer Jason E Child sold 10,400 shares on August 27, 2026, at an average price of $255.33 for a total of $2,655,432, and later sold another 10,400 shares on September 21, 2026, at $300.00 per share for a total of $3,120,000.

Analysts Set New Price Targets

Wall Street firms updated their views on the chip designer prior to the filing. UBS maintained a buy rating while lowering its price target to $320.00 from $360.00 on July 30, 2026. Morgan Stanley kept an equal-weight rating and raised its target to $212.00 from $202.00 on the same day. RBC Capital maintained an outperform rating with a reduced target of $340.00, down from $475.00. TD Cowen maintained a buy rating while lowering its target from $475.00 to $350.00. Rosenblatt maintained a buy rating and trimmed its target to $250.00 from $270.00 on July 31, 2026.

About Arm Holdings

Arm Holdings plc designs and licenses central processing units, graphics processors, and related software architecture used across billions of mobile devices, servers, and tech hardware worldwide. Its intellectual property forms the core of many modern processors.

Bottom Line

Investors will look to the upcoming November earnings release for fresh details on licensing revenue and profit margins. Watch for subsequent SEC filings to see how institutional appetite evolves.