Position in ARM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$765,313,810
+$90,027,884 QoQ
Shares Held
2,158,428
-51.6% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#9
of 955 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,005,311 across 67 Semiconductors names. ARM ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
356,420,089 | $71,316,095,597 | |
| 2 | AVGO |
Broadcom Inc.
|
79,037,987 | $29,856,599,581 | |
| 3 | MU |
Micron Technology Inc
|
18,470,449 | $21,320,254,565 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
24,286,371 | $14,108,195,768 | |
| 5 | INTC |
Intel Corp
|
61,516,453 | $8,589,542,323 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,847,816 | $7,568,441,474 | |
| 7 | TXN |
Texas Instruments Inc
|
13,031,975 | $3,884,440,778 | |
| 8 | ADI |
Analog Devices Inc
|
8,254,604 | $3,278,481,058 |
All Filings in ARM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,313,810 | 2,158,428 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $675,285,926 | 4,463,815 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $413,520,379 | 3,783,006 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $528,846,037 | 3,737,692 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $610,831,809 | 3,776,628 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $337,262,677 | 3,158,186 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $399,994,920 | 3,242,501 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $415,283,874 | 2,903,880 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $328,831,691 | 2,009,728 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $169,035,597 | 1,352,393 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $95,252,897 | 1,267,588 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,891,307 | 240,869 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||