Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 656 institutions that hold shares in the stock, with a total of 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
150
shares
|
$12,750
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
150
shares
|
$12,750
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$12,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
138
shares
|
$11,730
0.0% of portfolio
|
Q2 2023
Reduced 32.35%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
131
shares
|
$11,135
0.0% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
130
shares
|
$11,050
0.0% of portfolio
|
Q2 2022
Added 30.0%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
123
shares
|
$10,455
0.0% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
121
shares
|
$10,285
0.0% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
117
shares
|
$9,945
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
113
shares
|
$9,605
0.0% of portfolio
|
Q4 2022
Added 13.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
110
shares
|
$9,350
0.01% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
107
shares
|
$9,095
0.0% of portfolio
|
Q4 2024
Added 328.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
106
shares
|
$9,010
0.0% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103
shares
|
$8,755
0.0% of portfolio
|
Q2 2022
Added 3.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
100
shares
|
$8,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$8,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
100
shares
|
$8,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
100
shares
|
$8,500
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
100
shares
|
$8,500
0.0% of portfolio
|
Q4 2022
New holding
|