Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARCO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 23.2M | $191.2M | +7.9% | 11.001% | 0.31% |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | 10.7M | $88.6M | +1.7% | 5.099% | 0.29% |
| 3 | SPX Equities Gestao de Recursos Ltda | 5.9M | $49.1M | -21.2% | 2.824% | 4.09% |
| 4 | Moerus Capital Management LLC | 4.3M | $35.2M | +19.9% | 2.024% | 12.99% |
| 5 | MORGAN STANLEY | 4.2M | $34.5M | +3.4% | 1.985% | 0.00% |
| 6 | SEI INVESTMENTS CO | 3.5M | $28.7M | +132.8% | 1.654% | 0.03% |
| 7 | PRIVATE MANAGEMENT GROUP INC | 3.4M | $27.7M | -0.7% | 1.593% | 0.80% |
| 8 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | 3.3M | $27.5M | -3.8% | 1.583% | 27.14% |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.8M | $23.2M | +4.1% | 1.334% | 0.03% |
| 10 | Invesco Ltd. | 2.1M | $17.0M | +109.3% | 0.976% | 0.00% |
| 11 | MANAGED ASSET PORTFOLIOS, LLC | 1.5M | $12.7M | +4.7% | 0.733% | 1.53% |
| 12 | State of New Jersey Common Pension Fund D | 1.5M | $12.3M | 0.0% | 0.706% | 0.05% |
| 13 | Perpetual Ltd | 1.4M | $11.8M | -0.9% | 0.681% | 0.18% |
| 14 | GENERAL AMERICAN INVESTORS CO INC | 950K | $7.8M | 0.0% | 0.451% | 0.52% |
| 15 | Fundamenta Capital S.A. | 938K | $7.7M | β | 0.445% | 6.65% |
| 16 | BNP PARIBAS ARBITRAGE, SA | 819K | $6.8M | 0.0% | 0.389% | 0.00% |
| 17 | GLOBEFLEX CAPITAL L P | 816K | $6.7M | 0.0% | 0.387% | 1.02% |
| 18 | Boston Partners | 776K | $6.4M | +160.2% | 0.368% | 0.01% |
| 19 | Clearbridge Investments, LLC | 769K | $6.3M | -7.5% | 0.365% | 0.01% |
| 20 | Amundi | 733K | $6.0M | -6.5% | 0.348% | 0.00% |
| 21 | INCA Investments LLC | 654K | $5.4M | -17.0% | 0.311% | 1.92% |
| 22 | O'Keefe Stevens Advisory, Inc. | 632K | $5.2M | +19.3% | 0.300% | 1.29% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 546K | $4.5M | -48.0% | 0.259% | 0.01% |
| 24 | WELLS FARGO & COMPANY/MN | 543K | $4.5M | +49.6% | 0.258% | 0.00% |
| 25 | TimesSquare Capital Management, LLC | 539K | $4.4M | -1.9% | 0.256% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ARCO β a direct measure of their conviction.
Filings activity in ARCO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ARCO position in Q1 2026
Institutions that fully closed their ARCO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 154 | 3.8% | 38.70% | +4.30 pp | $720M | +12% |
| Q4 2025 | 160 | +5.3% | 34.40% | +3.77 pp | $640M | +12% |
| Q3 2025 | 152 | +2.0% | 30.63% | +1.88 pp | $570M | +6.5% |
| Q2 2025 | 149 | 8.0% | 28.75% | 2.14 pp | $535M | 6.9% |
| Q1 2025 | 162 | +3.2% | 30.89% | +3.94 pp | $575M | +15% |
| Q4 2024 | 157 | 4.8% | 26.95% | 5.97 pp | $501M | 18% |
| Q3 2024 | 165 | 7.8% | 32.92% | 3.56 pp | $612M | 9.8% |
| Q2 2024 | 179 | β | 36.48% | β | $679M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARCO stock.
Based on Q1 2026 13F filings, institutional ownership of Arcos Dorados Holdings Inc. stands at 38.7%, held across 154 reporting institutions.
LAZARD ASSET MANAGEMENT LLC is the largest reported institutional holder of ARCO, with approximately 23,174,841 shares worth $0.19B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ARCO, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ARCO is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in ARCO during Q1 2026, while 35 fully exited. 99 added to existing positions and 26 trimmed.
ARCO institutional ownership rose by 4.30 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 72.6% of all reported 13F value in ARCO, and the top 25 account for 87.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Arcos Dorados Holdings Inc. (ARCO) Institutional Ownership