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 |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
788
shares
|
$77,491
0.11% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
785
shares
|
$77,196
0.02% of portfolio
|
Q2 2025
Reduced 36.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
744
shares
|
$73,164
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
670
shares
|
$65,887
0.0% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
622
shares
|
$61,167
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
597
shares
|
$58,708
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
595
shares
|
$58,512
0.02% of portfolio
|
Q2 2025
Added 859.68%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
581
shares
|
$57,135
0.0% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
556
shares
|
$54,677
0.0% of portfolio
|
Q3 2022
Reduced 4.3%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
543
shares
|
$53,398
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
527
shares
|
$51,825
0.0% of portfolio
|
Q2 2025
Reduced 83.46%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
502
shares
|
$49,366
0.02% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$49,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$49,170
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$49,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Symmetry Peak Management LLC
Radnor, PA |
Aug 14, 2025 Q2 2025 |
490
shares
|
$48,186
0.02% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
463
shares
|
$45,531
0.01% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
461
shares
|
$45,334
0.0% of portfolio
|
Q2 2025
Added 234.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
457
shares
|
$44,941
0.0% of portfolio
|
Q2 2025
Added 327.1%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
421
shares
|
$41,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
421
shares
|
$41,401
0.0% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
421
shares
|
$41,401
0.0% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
400
shares
|
$39,336
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
393
shares
|
$38,647
0.0% of portfolio
|
Q2 2025
Added 69.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
372
shares
|
$36,582
0.0% of portfolio
|
Q2 2025
Reduced 50.47%
|