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 79 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
4,351
shares
|
$195,577
0.06% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,916
shares
|
$176,024
0.12% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,853
shares
|
$128,242
0.01% of portfolio
|
Q3 2025
Added 256.63%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,790
shares
|
$125,410
0.01% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
2,393
shares
|
$107,565
0.04% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,843
shares
|
$82,842
0.0% of portfolio
|
Q2 2025
Added 81.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,373
shares
|
$61,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
904
shares
|
$40,634
0.01% of portfolio
|
Q3 2025
Added 213.89%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
870
shares
|
$39,106
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
629
shares
|
$28,273
0.01% of portfolio
|
Q3 2022
Added 31.04%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
600
shares
|
$26,970
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
583
shares
|
$26,205
0.0% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
463
shares
|
$20,811
0.0% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
400
shares
|
$17,980
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
308
shares
|
$13,844
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
279
shares
|
$12,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
200
shares
|
$8,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
200
shares
|
$8,990
0.0% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
170
shares
|
$7,641
0.0% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
159
shares
|
$7,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
148
shares
|
$6,652
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
142
shares
|
$6,382
0.0% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
103
shares
|
$4,629
0.0% of portfolio
|
Q2 2023
Reduced 56.9%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
91
shares
|
$4,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
71
shares
|
$3,191
0.0% of portfolio
|
Q3 2023
Reduced 77.88%
|
|