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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
421
shares
|
$38,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
421
shares
|
$38,601
0.0% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
400
shares
|
$36,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
338
shares
|
$30,991
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
322
shares
|
$29,524
0.0% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
313
shares
|
$28,698
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
300
shares
|
$27,507
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
300
shares
|
$27,507
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
290
shares
|
$26,590
0.01% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
284
shares
|
$26,039
0.01% of portfolio
|
Q1 2025
Added 208.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
273
shares
|
$25,031
0.0% of portfolio
|
Q3 2024
Reduced 35.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
270
shares
|
$24,756
0.0% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
268
shares
|
$24,572
0.0% of portfolio
|
Q4 2024
Reduced 45.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
247
shares
|
$22,647
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
245
shares
|
$22,464
0.0% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
239
shares
|
$21,913
0.0% of portfolio
|
Q1 2025
Reduced 65.86%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
238
shares
|
$21,822
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
232
shares
|
$21,272
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
200
shares
|
$18,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
200
shares
|
$18,338
0.01% of portfolio
|
Q1 2022
Reduced 31.03%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
200
shares
|
$18,338
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
200
shares
|
$18,338
0.0% of portfolio
|
Q1 2025
Reduced 81.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
200
shares
|
$18,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
197
shares
|
$18,062
0.0% of portfolio
|
Q1 2025
Reduced 55.63%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
188
shares
|
$17,237
0.01% of portfolio
|
Q1 2025
Added 11.9%
|