Guru Ownership Over Time
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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $443.65 M.
Top institutional holders include Cliff Asness and Richard Pzena.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $120.15 M net inflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 105.4%. Conversely, HOTCHKIS & WILEY reduced exposure by 5.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.25% | Add 37.7% | 3,185,582 | $384.82 M | Q3 2025 | |
| 0.08% | Reduce -4.6% | 211,097 | $25.54 M | Q3 2025 | |
| 0.08% | Add 33.7% | 170,949 | $20.68 M | Q3 2025 | |
| 0.05% | Reduce -5.7% | 123,938 | $15 M | Q3 2025 | |
| 0.04% | Add 40.9% | 79,371 | $9.6 M | Q3 2025 | |
| 0.09% | New Buy | 73,163 | $8.85 M | Q3 2025 | |
| 0.02% | Reduce -3.9% | 49,715 | $6.02 M | Q3 2025 | |
| 1.11% | Reduce -1.2% | 9,894 | $1.2 M | Q3 2025 | |
| 0.07% | Add 105.4% | 6,450 | $780,450 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arrow Electronics, Inc. (ARW)
Top Guru holders include Cliff Asness ($384.82 M), Richard Pzena ($25.54 M), Ray Dalio ($20.68 M). Collectively, tracked Gurus hold 3.91 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $120.15 M, with 5 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of ARW completely. Total sell value was $2.4 M.
Yes, 1 Gurus opened new positions in ARW, and 4 added to their existing holdings. Total buy value was $122.55 M.