Cliff Asness's ARW Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 3.2M shares of Arrow Electronics, Inc. (ARW) worth $384.82 M, representing 0.25% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in ARW, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 1.3M shares. Largest reduction occurred in Q3 2018, reducing 618.6K shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Arrow Electronics (ARW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arrow Electronics (ARW) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +523,277 | Add 0.00% | 523,276 | $38.08 |
| Q2 2013 | +657,238 | Add 0.00% | 657,237 | $39.85 |
| Q3 2013 | -153,230 | Reduce 23.31% | 504,007 | $48.53 |
| Q4 2013 | +24,262 | Add 4.81% | 528,269 | $54.25 |
| Q1 2014 | -58,200 | Reduce 11.02% | 470,069 | $59.36 |
| Q2 2014 | +151,100 | Add 32.14% | 621,169 | $60.41 |
| Q3 2014 | -65,141 | Reduce 10.49% | 556,028 | $55.35 |
| Q4 2014 | +318,606 | Add 57.30% | 874,634 | $57.89 |
| Q1 2015 | +49,759 | Add 5.69% | 924,393 | $61.15 |
| Q2 2015 | -15,815 | Reduce 1.71% | 908,578 | $55.80 |
| Q3 2015 | -149,409 | Reduce 16.44% | 759,169 | $55.28 |
| Q4 2015 | +183,454 | Add 24.17% | 942,623 | $54.18 |
| Q1 2016 | +429,736 | Add 45.59% | 1.37 M | $64.41 |
| Q2 2016 | +511,638 | Add 37.28% | 1.88 M | $61.90 |
| Q3 2016 | +335,602 | Add 17.81% | 2.22 M | $63.97 |
| Q4 2016 | +116,569 | Add 5.25% | 2.34 M | $71.30 |
| Q1 2017 | +101,413 | Add 4.34% | 2.44 M | $73.41 |
| Q2 2017 | -370,803 | Reduce 15.21% | 2.07 M | $78.42 |
| Q3 2017 | +40,279 | Add 1.95% | 2.11 M | $80.58 |
| Q4 2017 | +491,611 | Add 23.33% | 2.6 M | $80.41 |
| Q1 2018 | -184,882 | Reduce 7.11% | 2.41 M | $77.02 |
| Q2 2018 | +134,069 | Add 5.55% | 2.55 M | $75.43 |
| Q3 2018 | -618,623 | Reduce 24.28% | 1.93 M | $73.72 |
| Q4 2018 | -310,273 | Reduce 16.08% | 1.62 M | $68.95 |
| Q1 2019 | +64,507 | Add 3.98% | 1.68 M | $77.06 |
| Q2 2019 | +240,829 | Add 14.31% | 1.92 M | $70.60 |
| Q3 2019 | +200,700 | Add 10.43% | 2.12 M | $74.21 |
| Q4 2019 | +991,498 | Add 46.66% | 3.12 M | $84.74 |
| Q1 2020 | +295,465 | Add 9.48% | 3.41 M | $51.87 |
| Q2 2020 | -538,257 | Reduce 15.78% | 2.87 M | $67.23 |
| Q3 2020 | +618,611 | Add 21.53% | 3.49 M | $78.66 |
| Q4 2020 | -447,176 | Reduce 12.80% | 3.05 M | $96.90 |
| Q1 2021 | +10,991 | Add 0.36% | 3.06 M | $110.82 |
| Q2 2021 | -322,690 | Reduce 10.56% | 2.73 M | $113.83 |
| Q3 2021 | -194,842 | Reduce 7.13% | 2.54 M | $112.29 |
| Q4 2021 | -244,003 | Reduce 9.61% | 2.29 M | $134.27 |
| Q1 2022 | -21,004 | Reduce 0.92% | 2.27 M | $118.63 |
| Q2 2022 | +193,574 | Add 8.51% | 2.47 M | $109.26 |
| Q3 2022 | -216,025 | Reduce 8.76% | 2.25 M | $92.19 |
| Q4 2022 | -170,282 | Reduce 7.56% | 2.08 M | $104.15 |
| Q1 2023 | -68,443 | Reduce 3.29% | 2.01 M | $123.25 |
| Q2 2023 | -98,977 | Reduce 4.92% | 1.91 M | $142.45 |
| Q3 2023 | +43,790 | Add 2.29% | 1.96 M | $125.24 |
| Q4 2023 | -176,482 | Reduce 9.02% | 1.78 M | $122.25 |
| Q1 2024 | -282,879 | Reduce 15.89% | 1.5 M | $129.44 |
| Q2 2024 | -233,837 | Reduce 15.61% | 1.26 M | $120.76 |
| Q3 2024 | -85,889 | Reduce 6.79% | 1.18 M | $132.83 |
| Q4 2024 | -119,550 | Reduce 10.15% | 1.06 M | $113.12 |
| Q1 2025 | -56,563 | Reduce 5.34% | 1 M | $103.16 |
| Q2 2025 | +1.31 M | Add 130.93% | 2.31 M | $127.43 |
| Q3 2025 | +871,585 | Add 37.67% | 3.19 M | $120.80 |
Cliff Asness's Arrow Electronics Investment FAQs
Cliff Asness first purchased Arrow Electronics, Inc. (ARW) in Q4 2012, acquiring 523,276 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Arrow Electronics, Inc. (ARW) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Arrow Electronics, Inc. (ARW) was in Q2 2025, adding 2,313,997 shares worth $294.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 3,185,582 shares of Arrow Electronics, Inc. (ARW), valued at approximately $384.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Arrow Electronics, Inc. (ARW) represents approximately 0.25% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Arrow Electronics, Inc. (ARW) was 3,492,312 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.