Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
6
shares
|
$598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q2 2025
Reduced 69.23%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$399
0.0% of portfolio
|
Q2 2022
Reduced 78.95%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$399
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$299
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$299
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3
shares
|
$299
0.0% of portfolio
|
Q1 2022
Reduced 97.83%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
3
shares
|
$299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2024
Reduced 99.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|