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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$255
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$255
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2
shares
|
$170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2
shares
|
$170
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$170
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1
shares
|
$85
0.0% of portfolio
|
Q3 2024
Reduced 99.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1
shares
|
$85
0.0% of portfolio
|
Q1 2024
Reduced 99.21%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|