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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
8
shares
|
$786
0.0% of portfolio
|
Q3 2024
Reduced 68.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$786
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
8
shares
|
$786
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
7
shares
|
$688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7
shares
|
$688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
7
shares
|
$688
0.03% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7
shares
|
$688
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
6
shares
|
$590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$491
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
5
shares
|
$491
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
5
shares
|
$491
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
5
shares
|
$491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$393
0.0% of portfolio
|
Q2 2025
Reduced 69.23%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
4
shares
|
$393
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$393
0.0% of portfolio
|
Q2 2022
Reduced 78.95%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$295
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
3
shares
|
$295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$295
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3
shares
|
$295
0.0% of portfolio
|
Q1 2022
Reduced 97.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2
shares
|
$196
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
2
shares
|
$196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2
shares
|
$196
0.0% of portfolio
|
Q2 2025
Reduced 98.69%
|