Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 698 institutions that hold shares in the stock, with a total of 94.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
3,375
shares
|
$331,897
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
3,375
shares
|
$331,897
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,342
shares
|
$328,652
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,335
shares
|
$327,963
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,284
shares
|
$322,948
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,223
shares
|
$316,949
0.01% of portfolio
|
Q2 2025
Added 4858.46%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,200
shares
|
$314,688
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,187
shares
|
$313,409
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
3,163
shares
|
$311,049
0.21% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,090
shares
|
$303,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
3,082
shares
|
$303,083
0.03% of portfolio
|
Q2 2025
Reduced 40.02%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
3,077
shares
|
$302,592
0.0% of portfolio
|
Q2 2025
Reduced 70.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,057
shares
|
$300,625
0.05% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$295,020
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,981
shares
|
$293,151
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,950
shares
|
$290,103
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,947
shares
|
$289,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,938
shares
|
$288,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,920
shares
|
$287,152
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,917
shares
|
$286,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
2,909
shares
|
$286,071
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
2,908
shares
|
$285,972
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,907
shares
|
$285,874
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,898
shares
|
$284,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,852
shares
|
$280,465
0.0% of portfolio
|
Q2 2025
Reduced 32.8%
|