Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 705 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
822
shares
|
$75,369
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
817
shares
|
$74,910
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
814
shares
|
$74,635
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
801
shares
|
$73,443
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
795
shares
|
$72,893
0.01% of portfolio
|
Q1 2025
Added 172.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
751
shares
|
$68,859
0.01% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
744
shares
|
$68,217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
720
shares
|
$66,016
0.0% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
662
shares
|
$60,698
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Symmetry Peak Management LLC
Radnor, PA |
May 15, 2025 Q1 2025 |
660
shares
|
$60,515
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
622
shares
|
$57,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
612
shares
|
$56,114
0.02% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
590
shares
|
$54,097
0.0% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
575
shares
|
$52,721
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
568
shares
|
$52,079
0.0% of portfolio
|
Q1 2025
Added 55.62%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
556
shares
|
$50,979
0.0% of portfolio
|
Q3 2022
Reduced 4.3%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
543
shares
|
$49,787
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
527
shares
|
$48,320
0.0% of portfolio
|
Q2 2025
Reduced 83.46%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
503
shares
|
$46,120
0.0% of portfolio
|
Q4 2024
Added 4091.67%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$45,845
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
500
shares
|
$45,845
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$45,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
500
shares
|
$45,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
437
shares
|
$40,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
428
shares
|
$39,243
0.0% of portfolio
|
Q3 2024
Closed
|