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Arrow Electronics, Inc.

ARW Technology
$185.98 +$1.96 (1.07%)
Market Cap: $9.5 B
Gurus Holding
11
Popularity Rank
#343
% of Shares Held
5.43%
Net Activity (Q4 2025)
-$124.92 M

Guru Ownership Trend

Guru Analysis for Arrow Electronics, Inc. (ARW)

Arrow Electronics, Inc. (ARW), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $515.74 M.

Top institutional holders include Cliff Asness and Richard Pzena.

Institutional sentiment is currently Bearish. This is evidenced by a $124.92 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 46.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$18.71 M
Total Buy Value
New Buys 2
Additions 4
-$143.62 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Arrow Electronics, Inc. (ARW)

Major holders include Cliff Asness ($220.14 M), Richard Pzena ($30.27 M), Renaissance Technologies (RenTech) ($17.97 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.77 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $124.92 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited ARW. The total reported sell value was $143.62 M.

Yes, 2 managers opened new positions in ARW, and 4 increased their existing holdings. The total reported buy value was $18.71 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Reduce -37.3% 1,997,991 $220.14 M Q4 2025
0.10% Reduce 0.0% 211,048 $30.27 M Q1 2026
0.03% New Buy 163,100 $17.97 M Q4 2025
0.04% Add 0.0% 123,964 $13.66 M Q4 2025
0.05% Reduce -29.0% 121,334 $13.37 M Q4 2025
0.07% Reduce -9.3% 66,327 $7.31 M Q4 2025
0.02% Reduce -46.3% 42,638 $4.7 M Q4 2025
0.01% Reduce -45.8% 26,951 $2.97 M Q4 2025
1.49% Reduce -27.5% 8,672 $1.24 M Q1 2026
0.07% Add 16.7% 7,530 $829,655 Q4 2025
0.00% New Buy 3,517 $387,503 Q4 2025
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Transaction
Value
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Position / Chg
SEC Form