Institutional Ownership Roche Hldg LTD Spons Adr (RHHBY)
This table provides information about the institutional ownership of Roche Hldg LTD Spons Adr (RHHBY). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2025 Q1 2025 |
5,726
shares
|
$230,356
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,626
shares
|
$226,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
4,351
shares
|
$175,040
0.07% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,916
shares
|
$157,540
0.12% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,391
shares
|
$136,419
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,625
shares
|
$105,603
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,198
shares
|
$48,195
0.01% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,017
shares
|
$40,913
0.0% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
845
shares
|
$33,994
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
718
shares
|
$28,885
0.0% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
673
shares
|
$27,074
0.01% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
673
shares
|
$27,074
0.01% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
629
shares
|
$25,304
0.01% of portfolio
|
Q3 2022
Added 31.04%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
442
shares
|
$17,781
0.01% of portfolio
|
Q4 2022
Added 121.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
400
shares
|
$16,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
333
shares
|
$13,396
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
325
shares
|
$13,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
308
shares
|
$12,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bristol John W & CO Inc
|
May 14, 2025 Q1 2025 |
275
shares
|
$11,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
211
shares
|
$8,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$8,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
191
shares
|
$7,683
0.0% of portfolio
|
Q4 2024
Added 289.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
170
shares
|
$6,839
0.0% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
103
shares
|
$4,143
0.0% of portfolio
|
Q2 2023
Reduced 56.9%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
91
shares
|
$3,660
0.0% of portfolio
|
Q3 2024
New holding
|