Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 651 institutions that hold shares in the stock, with a total of 92 Million shares, which have been reported (via 13F filing form) to have a value of $6.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
113
shares
|
$7,782
0.0% of portfolio
|
Q4 2022
Added 13.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
110
shares
|
$7,575
0.01% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
109
shares
|
$7,506
0.0% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103
shares
|
$7,093
0.0% of portfolio
|
Q2 2022
Added 3.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
100
shares
|
$6,887
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$6,887
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q4 2022
Reduced 66.67%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$6,887
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
97
shares
|
$6,680
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
95
shares
|
$6,542
0.0% of portfolio
|
Q3 2021
Reduced 24.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
92
shares
|
$6,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
90
shares
|
$6,198
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
89
shares
|
$6,129
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
87
shares
|
$5,991
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
85
shares
|
$5,853
0.0% of portfolio
|
Q1 2024
Reduced 54.05%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
83
shares
|
$5,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
81
shares
|
$5,578
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
80
shares
|
$5,509
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
80
shares
|
$5,509
0.0% of portfolio
|
Q3 2023
New holding
|