Arista NetworksANET
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,982 institutions reported holding Arista Networks Inc. (ANET) in their 13F filings, up 108 from Q3 2025. 159 opened new positions and 157 sold out. The largest holders were Vanguard Group Inc. ($13.3B), BlackRock, Inc. ($12.5B) and State Street Corp. ($6.2B). 14 famous investors held it, including Francois Rochon (1.8% of Giverny Capital's portfolio), Steve Cohen (1.6% of Point72 Asset Management's portfolio) and Daniel Sundheim (1.2% of D1 Capital Partners's portfolio).
- Company
- Arista Networks Inc.
- Sector
- Telecommunications
- CUSIP
- 040413205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 159 | $698.5M |
| Exits | 157 | $425.4M |
All 13F filers, Q3 2025 → Q4 2025: 59,988,258 shares bought and 53,865,155 shares sold, net +6,123,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,982 holders
| Vanguard Group Inc. | 0.19% | Add +1.2% | 101,189,629 | $13.3B |
| BlackRock, Inc. | 0.21% | Add +6.9% | 95,448,955 | $12.5B |
| State Street Corp. | 0.21% | Add +1.4% | 46,970,697 | $6.2B |
| FMR LLC | 0.26% | Add +21.8% | 39,038,299 | $5.1B |
| T. Rowe Price Associates Inc. | 0.53% | Add +1.0% | 37,171,766 | $4.9B |
| Geode Capital Management, LLC | 0.21% | Add +1.8% | 26,447,629 | $3.5B |
| Cresset Asset Management, LLC | 11.53% | Reduce -5.0% | 20,694,095 | $2.7B |
| Morgan Stanley | 0.14% | Reduce -2.4% | 18,179,893 | $2.4B |
| Capital Research Global Investors | 0.37% | Reduce -13.8% | 15,299,794 | $2.0B |
| Nuveen, LLC | 0.42% | Reduce -7.3% | 12,184,753 | $1.6B |
| Norges Bank | 0.17% | — | 11,894,702 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Reduce -39.1% | 11,609,132 | $1.5B |
| Northern Trust Corp. | 0.17% | Reduce -1.6% | 10,151,007 | $1.3B |
| Ameriprise Financial Inc. | 0.29% | Add +21.7% | 9,819,361 | $1.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.26% | Add +3.1% | 9,528,887 | $1.2B |
| Arrowstreet Capital, Limited Partnership | 0.72% | Reduce -1.9% | 9,401,393 | $1.2B |
| Deutsche Bank AG | 0.40% | Add +8.4% | 9,307,396 | $1.2B |
| Schroder Investment Management Group | 0.87% | Add +1.5% | 8,716,211 | $1.1B |
| Amundi | 0.34% | Add +5.3% | 8,573,270 | $1.1B |
| Wellington Management Group LLP | 0.19% | Reduce -17.6% | 8,168,410 | $1.1B |
| Legal & General Group Plc | 0.23% | Add +1.8% | 7,988,853 | $1.0B |
| Franklin Resources Inc. | 0.26% | Add +59.3% | 7,878,360 | $1.0B |
| Invesco Ltd. | 0.09% | Reduce -24.6% | 7,612,814 | $997.5M |
| Point72 Asset Management | 1.62% | Add +37.2% | 7,560,117 | $990.6M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +4.1% | 7,452,683 | $976.5M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -14.7% | 7,385,897 | $967.8M |
| Swedbank AB | 0.93% | Add +3.6% | 7,364,990 | $965.0M |
| AQR Capital Management | 0.51% | Add +17.3% | 7,346,710 | $962.6M |
| Bank of America Corp. | 0.06% | Reduce -7.9% | 5,931,083 | $777.1M |
| State Farm Mutual Automobile Insurance Co. | 0.58% | No change | 5,619,228 | $736.3M |
| Bank of New York Mellon Corp | 0.13% | Reduce -0.7% | 5,578,658 | $731.0M |
| Massachusetts Financial Services Co. | 0.23% | Reduce -5.8% | 5,389,355 | $706.2M |
| UBS Group AG | 0.12% | Reduce -20.4% | 4,770,154 | $625.0M |
| Royal Bank of Canada | 0.11% | Add +8.9% | 4,576,465 | $599.7M |
| Wells Fargo & Company | 0.11% | Reduce -3.5% | 4,152,122 | $544.1M |
| Nordea Investment Management AB | 0.46% | Reduce -35.0% | 4,021,514 | $532.0M |
| First Trust Advisors LP | 0.36% | Reduce -2.0% | 3,801,901 | $498.2M |
| Robeco Institutional Asset Management B.V. | 0.68% | Reduce -7.5% | 3,651,698 | $478.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.42% | Add +239.9% | 3,599,141 | $471.6M |
| Janus Henderson Group PLC | 0.20% | Add +69.8% | 3,377,685 | $442.5M |
| National Pension Service | 0.29% | Reduce -2.7% | 3,012,415 | $394.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.45% | Add +35.4% | 2,984,100 | $391.1M |
| Swiss National Bank | 0.23% | Reduce -4.9% | 2,927,600 | $383.6M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.9% | 2,921,257 | $382.8M |
| DSM Capital Partners LLC | 5.40% | Reduce -5.1% | 2,783,018 | $364.7M |
| Assenagon Asset Management S.A. | 0.55% | Reduce -5.3% | 2,773,940 | $363.5M |
| HSBC Holdings PLC | 0.21% | Reduce -7.4% | 2,768,779 | $363.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Reduce -3.0% | 2,444,385 | $320.3M |
| Voya Investment Management LLC | 0.35% | Reduce -37.8% | 2,350,383 | $308.0M |
| American Century Companies Inc. | 0.15% | Add +2.7% | 2,347,212 | $307.6M |
| Bristol John W & Co. Inc. | 4.69% | Reduce -1.9% | 2,328,927 | $305.2M |
| Pictet Asset Management Holding SA | 0.29% | Add +310.6% | 2,280,122 | $298.9M |
| California Public Employees Retirement System | 0.17% | Add +4.4% | 2,260,136 | $296.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.20% | Add +6.2% | 2,216,224 | $296.1M |
| Man Group plc | 0.58% | Add +40.7% | 2,258,305 | $295.9M |
| Canada Pension Plan Investment Board | 0.19% | Add +19.6% | 2,203,808 | $288.8M |
| APG Asset Management N.V. | 0.81% | Add +101.7% | 2,552,884 | $284.8M |
| Jacobs Levy Equity Management, Inc. | 1.06% | Reduce -19.5% | 2,096,758 | $274.7M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.0% | 2,089,692 | $273.8M |
| TD Asset Management Inc | 0.22% | Reduce -14.1% | 2,078,402 | $272.3M |
| Barclays PLC | 0.11% | Reduce -18.2% | 2,075,637 | $272.0M |
| Capital Counsel LLC | 10.04% | Reduce -4.9% | 2,006,273 | $262.9M |
| Allspring Global Investments Holdings, LLC | 0.42% | Reduce -11.9% | 1,948,605 | $260.3M |
| Lord, Abbett & Co. LLC | 0.83% | Reduce -10.8% | 1,981,392 | $259.6M |
| Disciplined Growth Investors Inc. | 4.89% | Add +1.3% | 1,948,824 | $255.4M |
| Russell Investments Group, Ltd. | 0.28% | Add +1.2% | 1,929,360 | $253.0M |
| Caisse de depot et placement du Quebec | 0.43% | Add +10.8% | 1,914,860 | $250.9M |
| Winslow Capital Management, LLC | 0.83% | Add +16.8% | 1,896,528 | $248.5M |
| BNP Paribas Financial Markets | 0.15% | Add +58.9% | 1,837,715 | $240.8M |
| Allianz Asset Management GmbH | 0.27% | Reduce -1.4% | 1,809,525 | $237.1M |
| Rhumbline Advisers | 0.19% | Reduce -3.0% | 1,796,216 | $235.4M |
| Los Angeles Capital Management LLC | 0.79% | Reduce -7.0% | 1,468,670 | $232.7M |
| Holocene Advisors, LP | 0.49% | Add +358.5% | 1,775,726 | $232.7M |
| Congress Asset Management Co. | 1.62% | Reduce -2.2% | 1,758,303 | $230.4M |
| Two Sigma Investments, LP | 0.34% | Add +22.5% | 1,630,792 | $213.7M |
| California State Teachers Retirement System | 0.21% | Reduce -2.4% | 1,626,756 | $213.2M |
| Natixis Advisors, LLC | 0.28% | Reduce -1.4% | 1,534,883 | $201.1M |
| Acadian Asset Management LLC | 0.33% | Add +94.6% | 1,524,653 | $199.7M |
| Clearbridge Investments, LLC | 0.16% | New | 1,513,280 | $198.3M |
| Two Sigma Advisers, LP | 0.38% | Add +48.0% | 1,476,800 | $193.5M |
| Principal Financial Group Inc. | 0.10% | Reduce -11.6% | 1,471,872 | $192.9M |
| Panagora Asset Management Inc. | 0.68% | Reduce -3.1% | 1,470,867 | $192.7M |
| Alliancebernstein L.P. | 0.06% | Reduce -66.9% | 1,426,632 | $186.9M |
| Qube Research & Technologies Ltd | 0.27% | Add +3140.5% | 1,422,828 | $186.4M |
| Bank of Montreal | 0.08% | Reduce -19.4% | 1,415,636 | $185.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.39% | Add +5.6% | 1,362,535 | $178.5M |
| Bridgewater Associates | 0.64% | Add +95.4% | 1,329,442 | $174.2M |
| Victory Capital Management Inc. | 0.10% | Reduce -46.2% | 1,327,628 | $174.0M |
| Citigroup Inc. | 0.12% | Reduce -41.0% | 1,312,833 | $172.0M |
| Rockefeller Capital Management L.P. | 0.31% | Add +36.6% | 1,294,621 | $169.6M |
| D. E. Shaw & Co. | 0.14% | Add +141.5% | 1,271,035 | $166.5M |
| LPL Financial LLC | 0.05% | Add +2.8% | 1,260,469 | $165.2M |
| Life Cycle Investment Partners Ltd | 1.15% | — | 1,258,541 | $164.9M |
| Polar Capital Holdings Plc | 0.75% | Reduce -5.5% | 1,244,655 | $163.1M |
| TCW Group Inc. | 1.16% | Add +14.5% | 1,238,767 | $162.3M |
| Raymond James Financial Inc. | 0.05% | Add +6.0% | 1,231,026 | $161.4M |
| Tidal Investments LLC | 0.66% | Add +46.8% | 1,205,455 | $158.0M |
| Manufacturers Life Insurance Company, The | 0.13% | Add +11.1% | 1,204,768 | $157.9M |
| Federated Hermes, Inc. | 0.26% | Reduce -1.7% | 1,198,583 | $157.1M |
| New York State Common Retirement Fund | 0.20% | Reduce -13.6% | 1,170,572 | $153.4M |
"% of holder's portfolio" is ANET's weight in each manager's 13F, not the share of Arista Networks Inc. the manager owns.