Ranked by reported Q2 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 | 24.7M | $199.0M | +6.5% | 11.719% | 0.30% |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | 10.8M | $87.1M | +0.6% | 5.129% | 0.26% |
| 3 | SPX Gestao de Recursos Ltda | 4.5M | $36.3M | -24.3% | 2.137% | 2.02% |
| 4 | Moerus Capital Management LLC | 4.3M | $34.5M | +0.3% | 2.029% | 15.36% |
| 5 | MORGAN STANLEY | 4.0M | $32.3M | -4.3% | 1.900% | 0.00% |
| 6 | PRIVATE MANAGEMENT GROUP INC | 3.3M | $26.7M | -1.1% | 1.575% | 0.70% |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.0M | $24.3M | +7.1% | 1.429% | 0.03% |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.7M | $21.6M | β | 1.272% | 0.01% |
| 9 | Invesco Ltd. | 2.1M | $16.6M | +0.4% | 0.979% | 0.00% |
| 10 | CAUSEWAY CAPITAL MANAGEMENT LLC | 2.0M | $15.8M | β | 0.931% | 0.17% |
| 11 | SEI INVESTMENTS CO | 1.8M | $14.9M | -47.0% | 0.876% | 0.01% |
| 12 | MANAGED ASSET PORTFOLIOS, LLC | 1.6M | $12.5M | +0.6% | 0.738% | 1.43% |
| 13 | State of New Jersey Common Pension Fund D | 1.5M | $12.0M | 0.0% | 0.706% | 0.04% |
| 14 | Perpetual Ltd | 1.4M | $11.4M | -1.6% | 0.670% | 0.16% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.4M | $11.3M | +922.1% | 0.667% | 0.00% |
| 16 | JPMORGAN CHASE & CO | 1.3M | $10.2M | +25.7% | 0.598% | 0.00% |
| 17 | JANE STREET GROUP, LLC | 1.2M | $9.8M | +133.4% | 0.575% | 0.00% |
| 18 | Boston Partners | 1.1M | $8.5M | +35.3% | 0.499% | 0.01% |
| 19 | Point72 Asset Management, L.P. | 987K | $8.0M | +102.6% | 0.468% | 0.01% |
| 20 | GENERAL AMERICAN INVESTORS CO INC | 860K | $6.9M | -9.5% | 0.408% | 0.41% |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 819K | $6.6M | 0.0% | 0.389% | 0.00% |
| 22 | GLOBEFLEX CAPITAL L P | 816K | $6.6M | 0.0% | 0.387% | 0.84% |
| 23 | Fundamenta Capital S.A. | 769K | $6.2M | -18.0% | 0.365% | 3.60% |
| 24 | Clearbridge Investments, LLC | 763K | $6.2M | -0.7% | 0.362% | 0.01% |
| 25 | Amundi | 733K | $5.9M | 0.0% | 0.348% | 0.00% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 176 | +10% | 45.37% | +1.70 pp | $757M | +3.3% |
| Q1 2026 | 160 | +0.0% | 43.67% | +1.72 pp | $733M | +15% |
| Q4 2025 | 160 | +3.9% | 41.95% | +1.27 pp | $640M | +12% |
| Q3 2025 | 154 | +3.4% | 40.68% | 0.07 pp | $571M | +6.7% |
| Q2 2025 | 149 | 8.0% | 40.75% | +1.41 pp | $535M | 6.9% |
| Q1 2025 | 162 | +3.2% | 39.34% | 0.29 pp | $575M | +15% |
| Q4 2024 | 157 | 4.8% | 39.63% | +0.76 pp | $501M | 18% |
| Q3 2024 | 165 | β | 38.87% | β | $612M | 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 Q2 2026 13F filings, institutional ownership of Arcos Dorados Holdings Inc. stands at 45.4%, held across 176 reporting institutions.
LAZARD ASSET MANAGEMENT LLC is the largest reported institutional holder of ARCO, with approximately 24,687,429 shares worth $0.20B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of ARCO, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for ARCO is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in ARCO during Q2 2026, while 15 fully exited. 48 added to existing positions and 90 trimmed.
ARCO institutional ownership rose by 1.70 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 65.2% of all reported 13F value in ARCO, and the top 25 account for 83.3%.
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