Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 94.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,497
shares
|
$348,895
0.11% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,497
shares
|
$348,895
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,488
shares
|
$347,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
3,428
shares
|
$342,011
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,400
shares
|
$339,218
0.09% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,394
shares
|
$338,619
0.0% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,375
shares
|
$336,723
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
3,375
shares
|
$336,723
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
3,359
shares
|
$335,127
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,352
shares
|
$334,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,335
shares
|
$332,732
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,317
shares
|
$330,937
0.01% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
3,292
shares
|
$328,442
0.03% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,287
shares
|
$327,943
0.07% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,214
shares
|
$320,660
0.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,213
shares
|
$320,561
0.24% of portfolio
|
Q3 2025
Added 307.74%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
3,202
shares
|
$319,463
0.09% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,177
shares
|
$316,969
0.02% of portfolio
|
Q3 2025
Added 31670.0%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
3,163
shares
|
$315,572
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,162
shares
|
$315,472
0.0% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
3,147
shares
|
$313,976
0.02% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
3,129
shares
|
$312,180
0.22% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,121
shares
|
$311,382
0.0% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,104
shares
|
$309,686
0.0% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$309,287
0.1% of portfolio
|
Q3 2025
New holding
|
|