Cliff Asness's ARW Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 2 M shares of Arrow Electronics, Inc. (ARW) worth $220.14 M, representing 0.12% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 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 1.31 M shares. Largest reduction occurred in Q4 2025, reducing 1.19 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.19 M | Reduce 37.28% | 2 M | $110.18 |
| Q3 2025 | +871,585 | Add 37.67% | 3.19 M | $120.80 |
| Q2 2025 | +1.31 M | Add 130.93% | 2.31 M | $127.43 |
| Q1 2025 | -56,563 | Reduce 5.34% | 1 M | $103.16 |
| Q4 2024 | -119,550 | Reduce 10.15% | 1.06 M | $113.12 |
| Q3 2024 | -85,889 | Reduce 6.79% | 1.18 M | $132.83 |
| Q2 2024 | -233,837 | Reduce 15.61% | 1.26 M | $120.76 |
| Q1 2024 | -282,879 | Reduce 15.89% | 1.5 M | $129.44 |
| Q4 2023 | -176,482 | Reduce 9.02% | 1.78 M | $122.25 |
| Q3 2023 | +43,790 | Add 2.29% | 1.96 M | $125.24 |
| Q2 2023 | -98,977 | Reduce 4.92% | 1.91 M | $142.45 |
| Q1 2023 | -68,443 | Reduce 3.29% | 2.01 M | $123.25 |
| Q4 2022 | -170,282 | Reduce 7.56% | 2.08 M | $104.15 |
| Q3 2022 | -216,025 | Reduce 8.76% | 2.25 M | $92.19 |
| Q2 2022 | +193,574 | Add 8.51% | 2.47 M | $109.26 |
| Q1 2022 | -21,004 | Reduce 0.92% | 2.27 M | $118.63 |
| Q4 2021 | -244,003 | Reduce 9.61% | 2.29 M | $134.27 |
| Q3 2021 | -194,842 | Reduce 7.13% | 2.54 M | $112.29 |
| Q2 2021 | -322,690 | Reduce 10.56% | 2.73 M | $113.83 |
| Q1 2021 | +10,991 | Add 0.36% | 3.06 M | $110.82 |
| Q4 2020 | -447,176 | Reduce 12.80% | 3.05 M | $96.90 |
| Q3 2020 | +618,611 | Add 21.53% | 3.49 M | $78.66 |
| Q2 2020 | -538,257 | Reduce 15.78% | 2.87 M | $67.23 |
| Q1 2020 | +295,465 | Add 9.48% | 3.41 M | $51.87 |
| Q4 2019 | +991,498 | Add 46.66% | 3.12 M | $84.74 |
| Q3 2019 | +200,700 | Add 10.43% | 2.12 M | $74.21 |
| Q2 2019 | +240,829 | Add 14.31% | 1.92 M | $70.60 |
| Q1 2019 | +64,507 | Add 3.98% | 1.68 M | $77.06 |
| Q4 2018 | -310,273 | Reduce 16.08% | 1.62 M | $68.95 |
| Q3 2018 | -618,623 | Reduce 24.28% | 1.93 M | $73.72 |
| Q2 2018 | +134,069 | Add 5.55% | 2.55 M | $75.43 |
| Q1 2018 | -184,882 | Reduce 7.11% | 2.41 M | $77.02 |
| Q4 2017 | +491,611 | Add 23.33% | 2.6 M | $80.41 |
| Q3 2017 | +40,279 | Add 1.95% | 2.11 M | $80.58 |
| Q2 2017 | -370,803 | Reduce 15.21% | 2.07 M | $78.42 |
| Q1 2017 | +101,413 | Add 4.34% | 2.44 M | $73.41 |
| Q4 2016 | +116,569 | Add 5.25% | 2.34 M | $71.30 |
| Q3 2016 | +335,602 | Add 17.81% | 2.22 M | $63.97 |
| Q2 2016 | +511,638 | Add 37.28% | 1.88 M | $61.90 |
| Q1 2016 | +429,736 | Add 45.59% | 1.37 M | $64.41 |
| Q4 2015 | +183,454 | Add 24.17% | 942,623 | $54.18 |
| Q3 2015 | -149,409 | Reduce 16.44% | 759,169 | $55.28 |
| Q2 2015 | -15,815 | Reduce 1.71% | 908,578 | $55.80 |
| Q1 2015 | +49,759 | Add 5.69% | 924,393 | $61.15 |
| Q4 2014 | +318,606 | Add 57.30% | 874,634 | $57.89 |
| Q3 2014 | -65,141 | Reduce 10.49% | 556,028 | $55.35 |
| Q2 2014 | +151,100 | Add 32.14% | 621,169 | $60.41 |
| Q1 2014 | -58,200 | Reduce 11.02% | 470,069 | $59.36 |
| Q4 2013 | +24,262 | Add 4.81% | 528,269 | $54.25 |
| Q3 2013 | -153,230 | Reduce 23.31% | 504,007 | $48.53 |
| Q2 2013 | +657,237 | Add 0.00% | 657,237 | $39.85 |
| Q4 2012 | +523,276 | Add 0.00% | 523,276 | $38.08 |
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 53 quarters since Q4 2012.
Cliff Asness's largest addition to Arrow Electronics, Inc. (ARW) was in Q2 2025, adding 2,313,997 shares worth $294.87 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,997,991 shares of Arrow Electronics, Inc. (ARW), valued at approximately $220.14 M.
As of the Q4 2025 filing, Arrow Electronics, Inc. (ARW) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Arrow Electronics, Inc. (ARW) was 3,492,312 shares, as reported at the end of Q3 2020.