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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
50
shares
|
$4,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
50
shares
|
$4,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
46
shares
|
$4,523
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
45
shares
|
$4,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
45
shares
|
$4,425
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
45
shares
|
$4,425
0.0% of portfolio
|
Q3 2023
Reduced 81.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
44
shares
|
$4,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
42
shares
|
$4,130
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
41
shares
|
$4,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
40
shares
|
$3,933
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
40
shares
|
$3,933
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$3,933
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
40
shares
|
$3,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
39
shares
|
$3,835
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
37
shares
|
$3,638
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
35
shares
|
$3,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$3,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
Reduced 81.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
30
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27
shares
|
$2,655
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
26
shares
|
$2,556
0.0% of portfolio
|
Q2 2025
Added 2500.0%
|