Institutional Ownership Roche Hldg LTD Spons Adr (RHHBY)
This table provides information about the institutional ownership of Roche Hldg LTD Spons Adr (RHHBY). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 8.54 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
24,225
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
23,516
shares
|
$985,790
0.03% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,554
shares
|
$903,543
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
16,215
shares
|
$679,732
0.13% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
16,050
shares
|
$672,816
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
15,911
shares
|
$666,989
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,904
shares
|
$666,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
14,491
shares
|
$607,462
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
12,620
shares
|
$529,030
0.05% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
12,314
shares
|
$516,202
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
12,100
shares
|
$507,232
0.05% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,850
shares
|
$496,752
0.05% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,091
shares
|
$464,934
0.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
9,794
shares
|
$410,564
0.06% of portfolio
|
Q4 2024
Reduced 32.84%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,550
shares
|
$400,336
0.01% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
9,500
shares
|
$398,240
0.03% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
9,000
shares
|
$377,280
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$356,320
0.15% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
8,036
shares
|
$336,869
0.16% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
7,724
shares
|
$323,790
0.1% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,333
shares
|
$307,399
0.02% of portfolio
|
Q3 2023
Reduced 1.73%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
6,810
shares
|
$285,475
0.06% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
6,200
shares
|
$259,904
0.03% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
5,991
shares
|
$251,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
4,351
shares
|
$182,393
0.06% of portfolio
|
Q4 2024
Reduced 6.45%
|