Arcos Dorados Holdings Inc. Class AARCO

13F holders, Q4 2025 (December 31)
163holders +5
23new positions
19sold out
5famous investors
$7.34avg. 13F price*

At the end of Q4 2025, 163 institutions reported holding Arcos Dorados Holdings Inc. Class A (ARCO) in their 13F filings, up 5 from Q3 2025. 23 opened new positions and 19 sold out. The largest holders were Lazard Asset Management LLC ($157.6M), Pzena Investment Management LLC ($77.5M) and SPX Gestao de Recursos Ltda ($55.4M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Arcos Dorados Holdings Inc. Class A
CUSIP
G0457F107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 179Q1 2024Q2 2024: 181Q2 2024Q3 2024: 167Q3 2024Q4 2024: 160Q4 2024Q1 2025: 164Q1 2025Q2 2025: 151Q2 2025Q3 2025: 158Q3 2025Q4 2025: 163Q4 2025Q1 2026: 161Q1 2026Q2 2026: 176Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$8.3M
Exits19$6.9M

All 13F filers, Q3 2025 → Q4 2025: 10,818,825 shares bought and 8,184,226 shares sold, net +2,634,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 163 holders

Lazard Asset Management LLC 0.27% Add +6.7% 21,471,672 $157.6M
Pzena Investment Management LLC 0.23% Reduce -7.6% 10,562,564 $77.5M
SPX Gestao de Recursos Ltda 5.67% Add +19.1% 7,551,676 $55.4M
Morgan Stanley 0.00% Add +14.3% 4,045,638 $29.7M
Moerus Capital Management LLC 11.26% Add +6.8% 3,556,906 $26.1M
Brightlight Capital Management LP 18.09% Add +55.2% 3,466,800 $25.4M
Private Management Group Inc. 0.72% Reduce -0.0% 3,378,055 $24.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +2.6% 2,699,452 $19.8M
Sei Investments Co. 0.01% Add +9401.9% 1,496,461 $11.0M
State of New Jersey Common Pension Fund D 0.04% No change 1,486,822 $10.9M
Managed Asset Portfolios, LLC 1.31% Add +2.7% 1,476,299 $10.8M
Perpetual Ltd 0.15% Reduce -16.6% 1,447,814 $10.6M
Goldman Sachs Group Inc. 0.00% Add +83.1% 1,127,060 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -7.3% 1,107,655 $8.1M
Renaissance Technologies 0.01% Add +312.7% 1,049,734 $7.7M
Emeth Value Capital, LLC 9.47% Reduce -47.0% 1,045,701 $7.7M
Invesco Ltd. 0.00% Reduce -4.0% 982,026 $7.2M
General American Investors Co. Inc. 0.43% Add +35.7% 950,178 $7.0M
Citadel Advisors 0.00% Reduce -3.0% 927,535 $6.8M
Clearbridge Investments, LLC 0.00% Add +1.9% 831,113 $6.1M
BNP Paribas Financial Markets 0.00% Reduce -10.8% 818,810 $6.0M
Globeflex Capital L P 0.92% No change 815,609 $6.0M
INCA Investments LLC 2.02% Reduce -35.2% 788,001 $5.8M
Amundi 0.00% Add +12.5% 784,255 $5.8M
Qube Research & Technologies Ltd 0.01% Add +32.3% 598,162 $4.4M
Point72 Asset Management 0.01% Add +2347.4% 588,072 $4.3M
TimesSquare Capital Management, LLC 0.06% Reduce -16.4% 549,322 $4.0M
O'Keefe Stevens Advisory, Inc. 1.01% Add +2.5% 529,728 $3.9M
Thompson Siegel & Walmsley LLC 0.07% Add +85.0% 528,900 $3.9M
Bank of America Corp. 0.00% Add +2.5% 528,403 $3.9M
UBS Group AG 0.00% Add +21.6% 518,530 $3.8M
Royal Bank of Canada 0.00% Add +12.5% 507,461 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +15.8% 433,863 $3.2M
Jane Street Group, LLC 0.00% Add +591.7% 401,309 $2.9M
Seafarer Capital Partners, LLC 0.76% No change 400,000 $2.9M
Auxier Asset Management LLC 0.41% Add +7.9% 398,992 $2.9M
Inlet Private Wealth, LLC 0.65% Reduce -6.8% 384,188 $2.8M
Envestnet Asset Management Inc. 0.00% Add +21.3% 369,470 $2.7M
Wells Fargo & Company 0.00% Add +32.2% 362,897 $2.7M
PDT Partners, LLC 0.16% Reduce -24.6% 330,780 $2.4M
Boston Partners 0.00% Add +2.3% 298,262 $2.2M
D. E. Shaw & Co. 0.00% Reduce -22.1% 289,725 $2.1M
Hedges Asset Management LLC 1.49% Reduce -3.7% 287,900 $2.1M
T. Rowe Price Associates Inc. 0.00% No change 263,307 $1.9M
Sapient Capital LLC 0.03% No change 245,501 $1.8M
Handelsbanken Fonder AB 0.01% No change 240,928 $1.8M
Acorn Financial Advisory Services Inc. 0.24% Add +1.8% 221,138 $1.6M
Black Creek Investment Management Inc. 0.08% Reduce -28.8% 210,000 $1.5M
American Trust Investment Advisors, LLC 0.82% Add +4.8% 209,313 $1.5M
Bleakley Financial Group, LLC 0.03% Reduce -2.2% 203,855 $1.5M
American Capital Advisory, LLC 0.60% Reduce -32.2% 187,809 $1.4M
CenterBook Partners LP 0.07% New 182,931 $1.3M
Catalyst Capital Advisors LLC 0.03% No change 182,090 $1.3M
XTX Topco Ltd 0.03% New 177,326 $1.3M
Citigroup Inc. 0.00% Add +3.2% 171,122 $1.3M
West Tower Group, LLC 2.68% No change 158,736 $1.2M
Deltec Asset Management LLC 0.19% Reduce -6.6% 155,400 $1.1M
Absolute Gestao de Investimentos Ltda. 0.12% New 154,584 $1.1M
Trexquant Investment LP 0.01% Reduce -1.2% 152,799 $1.1M
VELA Investment Management, LLC 0.30% No change 151,000 $1.1M
Clough Capital Partners L P 0.10% New 147,294 $1.1M
Balyasny Asset Management L.P. 0.00% New 145,111 $1.1M
Ruffer LLP 0.04% No change 127,142 $935K
Engineers Gate Manager LP 0.01% Add +481.7% 116,214 $853K
Dodge & Cox 0.00% Add +2.7% 112,966 $829K
Susquehanna International Group, LLP 0.00% Reduce -1.9% 110,011 $807K
Verition Fund Management LLC 0.00% Reduce -28.4% 105,385 $774K
Fideuram Asset Management (Ireland) dac 0.06% — 107,625 $771K
Hussman Strategic Advisors, Inc. 0.19% New 105,000 $771K
Schonfeld Strategic Advisors LLC 0.00% Reduce -43.2% 94,706 $695K
Optimize Financial Inc. 0.32% Add +1.5% 86,291 $633K
Northern Trust Corp. 0.00% Reduce -0.0% 83,795 $615K
Squarepoint Ops LLC 0.00% Reduce -44.8% 78,581 $577K
Millennium Management 0.00% Reduce -88.0% 77,462 $569K
Fidelis Capital Partners, LLC 0.04% No change 75,000 $551K
Franklin Resources Inc. 0.00% Reduce -96.0% 73,127 $537K
Fox Run Management, L.L.C. 0.08% Reduce -6.3% 72,818 $534K
Raymond James Financial Inc. 0.00% Add +1.3% 68,365 $502K
Stifel Financial Corp. 0.00% Reduce -16.8% 62,922 $462K
Dumac, Inc. 0.07% — 60,857 $447K
Van Eck Associates Corp. 0.00% Reduce -0.1% 58,661 $431K
HRT Financial LP 0.00% Reduce -21.7% 58,535 $429K
Nomura Asset Management International Inc. 0.00% — 54,469 $400K
Baker Ellis Asset Management LLC 0.05% Add +19.8% 53,300 $391K
Jump Financial, LLC 0.01% Reduce -54.9% 51,332 $377K
Moors & Cabot, Inc. 0.02% Add +4.3% 49,409 $363K
Bank of New York Mellon Corp 0.00% Add +34.1% 43,393 $319K
Gsa Capital Partners LLP 0.03% Add +61.2% 42,211 $310K
PharVision Advisers, LLC 0.16% Add +5.0% 41,830 $307K
State of Wisconsin Investment Board 0.00% New 41,590 $305K
State Street Corp. 0.00% Reduce -0.2% 36,687 $269K
Quantbot Technologies LP 0.01% Reduce -64.4% 36,662 $269K
LPL Financial LLC 0.00% Add +17.9% 33,295 $244K
Merit Financial Group, LLC 0.00% New 32,503 $239K
BlackRock, Inc. 0.00% Reduce -96.4% 32,468 $238K
Cibc World Market Inc. 0.00% Add +20.5% 32,350 $237K
Sanctuary Advisors, LLC 0.00% Add +23.4% 31,770 $233K
WJ Financial Advisors LLC 0.21% New 31,620 $232K
Brooklyn Investment Group 0.01% New 30,458 $223K
Diligent Investors, LLC 0.05% Reduce -1.8% 27,619 $203K

"% of holder's portfolio" is ARCO's weight in each manager's 13F, not the share of Arcos Dorados Holdings Inc. Class A the manager owns.

Show all 163 holders