Arcos Dorados Holdings Inc. Class AARCO
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $8.3M |
| Exits | 19 | $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.