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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
95
shares
|
$8,075
0.0% of portfolio
|
Q3 2021
Reduced 24.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
87
shares
|
$7,395
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
85
shares
|
$7,225
0.0% of portfolio
|
Q1 2024
Reduced 54.05%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
81
shares
|
$6,885
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
80
shares
|
$6,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
80
shares
|
$6,800
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
76
shares
|
$6,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
73
shares
|
$6,205
0.0% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
71
shares
|
$6,035
0.0% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$5,525
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
65
shares
|
$5,525
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$5,100
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
60
shares
|
$5,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
60
shares
|
$5,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
55
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51
shares
|
$4,335
0.0% of portfolio
|
Q4 2023
Added 104.0%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$4,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
50
shares
|
$4,250
0.0% of portfolio
|
Q3 2024
Added 257.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
46
shares
|
$3,910
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
45
shares
|
$3,825
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
45
shares
|
$3,825
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
45
shares
|
$3,825
0.0% of portfolio
|
Q3 2023
Reduced 81.63%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
40
shares
|
$3,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$3,400
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$3,400
0.0% of portfolio
|
Q1 2023
New holding
|