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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
25
shares
|
$2,458
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$2,458
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
24
shares
|
$2,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$2,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
20
shares
|
$1,966
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,966
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$1,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
19
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
Reduced 99.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,868
0.0% of portfolio
|
Q4 2022
Reduced 36.67%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
16
shares
|
$1,573
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
14
shares
|
$1,376
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
13
shares
|
$1,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12
shares
|
$1,180
0.0% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
12
shares
|
$1,180
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11
shares
|
$1,081
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q2 2025
Reduced 84.85%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$983
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
8
shares
|
$786
0.0% of portfolio
|
Q2 2025
Added 14.29%
|