Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 757 institutions that hold shares in the stock, with a total of 93.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,153
shares
|
$214,804
0.01% of portfolio
|
Q4 2025
Reduced 47.49%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,113
shares
|
$210,814
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,110
shares
|
$210,514
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,094
shares
|
$208,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,078
shares
|
$207,322
0.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,077
shares
|
$207,222
0.02% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,012
shares
|
$200,737
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
2,002
shares
|
$199,739
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$199,540
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Jan 21, 2026 Q4 2025 |
2,000
shares
|
$199,540
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,887
shares
|
$188,265
0.16% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,878
shares
|
$187,368
0.04% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,872
shares
|
$186,769
0.0% of portfolio
|
Q3 2025
Added 83.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$179,586
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,656
shares
|
$165,219
0.0% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,597
shares
|
$159,332
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
1,563
shares
|
$155,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,562
shares
|
$155,840
0.02% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,533
shares
|
$152,947
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
1,500
shares
|
$149,655
0.0% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,492
shares
|
$148,856
0.01% of portfolio
|
Q4 2025
Added 33.93%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,440
shares
|
$143,668
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
1,429
shares
|
$142,571
0.05% of portfolio
|
Q4 2025
Added 5.38%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,403
shares
|
$139,977
0.0% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
1,367
shares
|
$136,385
0.13% of portfolio
|
Q4 2025
New holding
|
|