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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
100
shares
|
$9,834
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
95
shares
|
$9,342
0.0% of portfolio
|
Q3 2021
Reduced 24.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
92
shares
|
$9,047
0.0% of portfolio
|
Q1 2025
Reduced 61.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
89
shares
|
$8,752
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
89
shares
|
$8,752
0.0% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
87
shares
|
$8,555
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
85
shares
|
$8,358
0.0% of portfolio
|
Q1 2024
Reduced 54.05%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
83
shares
|
$8,162
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
81
shares
|
$7,965
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
80
shares
|
$7,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
76
shares
|
$7,473
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
76
shares
|
$7,473
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
76
shares
|
$7,473
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
73
shares
|
$7,178
0.0% of portfolio
|
Q2 2025
Reduced 52.29%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
68
shares
|
$6,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
65
shares
|
$6,392
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
65
shares
|
$6,392
0.0% of portfolio
|
Q1 2025
Reduced 96.05%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
63
shares
|
$6,195
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
60
shares
|
$5,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$5,900
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
56
shares
|
$5,507
0.0% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
55
shares
|
$5,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
55
shares
|
$5,408
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51
shares
|
$5,015
0.0% of portfolio
|
Q4 2023
Added 104.0%
|