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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
155
shares
|
$15,242
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
150
shares
|
$14,751
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
150
shares
|
$14,751
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$14,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
149
shares
|
$14,652
0.01% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
140
shares
|
$13,767
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
130
shares
|
$12,784
0.0% of portfolio
|
Q2 2022
Added 30.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
130
shares
|
$12,784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
126
shares
|
$12,390
0.0% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
125
shares
|
$12,292
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
125
shares
|
$12,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
122
shares
|
$11,997
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$11,800
0.0% of portfolio
|
Q2 2025
Added 471.43%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
113
shares
|
$11,112
0.0% of portfolio
|
Q4 2022
Added 13.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
112
shares
|
$11,014
0.0% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
110
shares
|
$10,817
0.01% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103
shares
|
$10,129
0.0% of portfolio
|
Q2 2022
Added 3.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$9,834
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q3 2024
New holding
|