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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
79
shares
|
$5,440
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
76
shares
|
$5,234
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
73
shares
|
$5,027
0.0% of portfolio
|
Q2 2024
Reduced 89.31%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
65
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
Added 160.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
65
shares
|
$4,476
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
63
shares
|
$4,338
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
61
shares
|
$4,201
0.0% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$4,132
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
60
shares
|
$4,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
53
shares
|
$3,650
0.0% of portfolio
|
Q4 2022
Reduced 93.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
51
shares
|
$3,512
0.0% of portfolio
|
Q4 2023
Added 104.0%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$3,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$3,443
0.0% of portfolio
|
Q3 2021
Reduced 25.37%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
50
shares
|
$3,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
50
shares
|
$3,443
0.0% of portfolio
|
Q3 2024
Added 257.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
46
shares
|
$3,168
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
45
shares
|
$3,099
0.0% of portfolio
|
Q3 2023
Reduced 81.63%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
45
shares
|
$3,099
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
40
shares
|
$2,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
40
shares
|
$2,754
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$2,754
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
40
shares
|
$2,754
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
39
shares
|
$2,685
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
38
shares
|
$2,617
0.0% of portfolio
|
Q4 2023
Added 111.11%
|