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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
76
shares
|
$7,582
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
75
shares
|
$7,482
0.0% of portfolio
|
Q4 2025
Added 316.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
73
shares
|
$7,283
0.0% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
73
shares
|
$7,283
0.0% of portfolio
|
Q2 2025
Reduced 52.29%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
68
shares
|
$6,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
65
shares
|
$6,485
0.0% of portfolio
|
Q3 2025
Reduced 97.98%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
65
shares
|
$6,485
0.0% of portfolio
|
Q1 2025
Reduced 96.05%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
65
shares
|
$6,485
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$5,986
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
60
shares
|
$5,986
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
55
shares
|
$5,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
55
shares
|
$5,487
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51
shares
|
$5,088
0.0% of portfolio
|
Q4 2023
Added 104.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
50
shares
|
$4,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
46
shares
|
$4,589
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
45
shares
|
$4,489
0.0% of portfolio
|
Q3 2023
Reduced 81.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
44
shares
|
$4,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
42
shares
|
$4,190
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
40
shares
|
$3,990
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
40
shares
|
$3,990
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$3,990
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
40
shares
|
$3,990
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
39
shares
|
$3,891
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
37
shares
|
$3,691
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
37
shares
|
$3,691
0.0% of portfolio
|
Q3 2025
Added 164.29%
|
|