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Arrow Electronics, Inc.

ARW Technology
$228.2 +$14.76 (6.92%)
Market Cap: $11.62 B
Gurus Holding
13
Popularity Rank
#214
% of Shares Held
5.32%
Net Activity (Q2 2026)
+$81.17 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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $617.91 M.

Top institutional holders include Cliff Asness and Richard Pzena.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $81.17 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jeremy Grantham reduced exposure by 94.8%.

Key Holders

Top 5 by Value

$463.33 M
$26.71 M
$21.63 M
$20.39 M
$19.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$130.55 M
Total Buy Value
New Buys 5
Additions 3
-$49.39 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
8

FAQs for Arrow Electronics, Inc. (ARW)

Major holders include Cliff Asness ($463.33 M), Richard Pzena ($26.71 M), Joel Greenblatt ($21.63 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 2.71 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $81.17 M, with 8 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 $49.39 M.

Yes, 5 managers opened new positions in ARW, and 3 increased their existing holdings. The total reported buy value was $130.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 27.1% 2,182,413 $463.33 M Q2 2026
0.08% Reduce -40.7% 125,168 $26.71 M Q2 2026
0.05% Add 47.4% 101,336 $21.63 M Q2 2026
0.03% New Buy 95,537 $20.39 M Q2 2026
0.06% Reduce -19.8% 93,604 $19.98 M Q2 2026
0.02% Reduce -59.1% 69,100 $14.75 M Q2 2026
0.01% New Buy 13,511 $2.88 M Q2 2026
0.21% Add 10.0% 12,839 $2.74 M Q2 2026
1.45% Reduce -19.8% 6,953 $1.48 M Q2 2026
0.01% New Buy 3,600 $768,276 Q2 2026
0.00% New Buy 2,531 $540,141 Q2 2026
0.00% Reduce -94.8% 1,143 $243,928 Q2 2026
0.00% New Buy 28 $6,018 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form