Arrow Electronics Inc (ARW) — Who's Buying and Selling (13F, Q2 2026)

ARW ranks #884 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ARW is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

ARW is a top-conviction position for Oldfield Partners LLP — at 16.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ARW belongs to BlackRock, Inc., but the position matters far more to Oldfield Partners LLP, who has 16.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its ARW position for two straight quarters, increasing it by $60.7M to reach $68.4M today.

Essential Partners LLC has trimmed its ARW position for two straight quarters, cutting it by $239.0K while still holding $387.7K.

ARW is down 2.5% today, but institutions show net buying of $2.3B this quarter — a divergence between today's price move and the underlying institutional flow.

ARW posted net income of $811.6M over the trailing twelve months, and currently trades at a P/E of 13.8.

• Profitable — net income of $811.6M over the trailing twelve months
• Revenue grew 26.1% year over year
• Net income improved year over year, from $467.2M to $811.6M
• Generated $64.0M in positive operating cash flow
• Current ratio of 1.36x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting