Arcos Dorados Holdings Inc. (ARCO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

209,700,855Shares Outstanding

3,953,610Shares held by institutions

$33,052,180Value of institutional holdings

41.49%Institutional ownership %

4.73%Shares Changed QoQ

152No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Arcos Dorados Holdings Inc. (NYSE:ARCO) includes 152 filers as of the latest reporting cycle ending December 2025.

The percentage of Arcos Dorados Holdings owned by institutions changed from 40.9% in September 2025 to 41.5% in December 2025, marking a slight up trend.
Institutional share ownership changed by 4.73% QoQ, while the number of institutional owners saw a decrease of 3.80% YoY.
A review of institutional activity for Arcos Dorados Holdings shows 82 of 152 filers increasing their positions, while 50 reduced their stake, and 20 remained unchanged.
The total number of shares held by institutions in Arcos Dorados Holdings increased to 87.01Mn as of December 2025, a net change of up by 3.93Mn shares quarter on quarter, and up 3.62Mn shares year over year.
The top institutional stake in Arcos Dorados Holdings as of December 31, 2025 belongs to LAZARD ASSET MANAGEMENT LLC, which owns 21.47Mn shares, or 10.24% of the company.
Among the most significant buyers of Arcos Dorados Holdings during December 2025 were SEI INVESTMENTS CO (1.48Mn), LAZARD ASSET MANAGEMENT LLC (1.34Mn), BRIGHTLIGHT CAPITAL MANAGEMENT LP (1.23Mn), SPX Gestao de Recursos Ltda (1.21Mn), RENAISSANCE TECHNOLOGIES LLC (795.40K).
Leading sellers of Arcos Dorados Holdings stock in December 2025 included FRANKLIN RESOURCES INC (1.77Mn), Emeth Value Capital, LLC (927.97K), BlackRock, Inc. (879.16K), PZENA INVESTMENT MANAGEMENT LLC (864.73K), MILLENNIUM MANAGEMENT LLC (569.01K).
The top 10 institutional holders of Arcos Dorados Holdings for the quarter ending December 2025 included LAZARD ASSET MANAGEMENT LLC (21.47Mn), PZENA INVESTMENT MANAGEMENT LLC (10.56Mn), SPX Gestao de Recursos Ltda (7.55Mn), MORGAN STANLEY (4.05Mn), Moerus Capital Management LLC (3.56Mn), BRIGHTLIGHT CAPITAL MANAGEMENT LP (3.47Mn), PRIVATE MANAGEMENT GROUP INC (3.38Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (2.70Mn), SEI INVESTMENTS CO (1.50Mn), State of New Jersey Common Pension Fund D (1.49Mn).

152 Institutional Holders

3,953,610 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
LAZARD ASSET MANAGEMENT LLC	31 Dec, 2025	21,471,672	1,343,195	6.67%	$157,602,074.00
PZENA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	10,562,564	-864,730	-7.57%	$77,529,220.00
SPX Gestao de Recursos Ltda	31 Dec, 2025	7,551,676	1,209,055	19.06%	$55,429,302.00
MORGAN STANLEY	31 Dec, 2025	4,045,638	505,698	14.29%	$29,694,987.00
Moerus Capital Management LLC	31 Dec, 2025	3,556,906	226,912	6.81%	$26,107,690.00
BRIGHTLIGHT CAPITAL MANAGEMENT LP	31 Dec, 2025	3,466,800	1,232,800	55.18%	$25,446,312.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	3,378,055	-1,225	-0.04%	$24,794,924.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	2,699,452	68,788	2.61%	$19,813,978.00
SEI INVESTMENTS CO	31 Dec, 2025	1,496,461	1,480,712	9,401.94%	$10,984,016.00
State of New Jersey Common Pension Fund D	31 Dec, 2025	1,486,822	0	0.00%	$10,913,273.00
MANAGED ASSET PORTFOLIOS, LLC	31 Dec, 2025	1,476,299	39,250	2.73%	$10,836,033.00
Perpetual Ltd	31 Dec, 2025	1,447,814	-287,600	-16.57%	$10,626,955.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,127,060	511,468	83.09%	$8,272,620.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,107,655	-87,219	-7.30%	$8,130,187.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	1,049,734	795,400	312.74%	$7,705,048.00
Emeth Value Capital, LLC	31 Dec, 2025	1,045,701	-927,966	-47.02%	$7,675,445.00
GENERAL AMERICAN INVESTORS CO INC	31 Dec, 2025	950,178	250,000	35.71%	$6,974,307.00
CITADEL ADVISORS LLC	31 Dec, 2025	927,535	-28,797	-3.01%	$6,808,107.00
Clearbridge Investments, LLC	31 Dec, 2025	831,113	15,661	1.92%	$6,100,372.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	818,810	-99,253	-10.81%	$6,010,065.00

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