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 83 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Management Inc
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,601
shares
|
$234,401
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
5,300
shares
|
$221,805
0.03% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
5,181
shares
|
$216,824
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
5,108
shares
|
$213,769
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
4,351
shares
|
$182,089
0.07% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,916
shares
|
$163,884
0.12% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
3,474
shares
|
$145,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,790
shares
|
$116,761
0.01% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
2,625
shares
|
$109,856
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,843
shares
|
$77,129
0.0% of portfolio
|
Q2 2025
Added 81.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,198
shares
|
$50,136
0.01% of portfolio
|
Q2 2025
Added 87.06%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
870
shares
|
$36,409
0.02% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
800
shares
|
$33,480
0.0% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
673
shares
|
$28,165
0.01% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
629
shares
|
$26,323
0.01% of portfolio
|
Q3 2022
Added 31.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
583
shares
|
$24,398
0.0% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
400
shares
|
$16,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
333
shares
|
$13,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
325
shares
|
$13,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
308
shares
|
$12,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
288
shares
|
$12,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
211
shares
|
$8,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$8,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
200
shares
|
$8,370
0.0% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
170
shares
|
$7,114
0.0% of portfolio
|
Q1 2025
Reduced 65.66%
|