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 |
---|---|---|---|---|---|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
163
shares
|
$14,945
0.0% of portfolio
|
Q1 2025
Reduced 50.61%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
161
shares
|
$14,762
0.0% of portfolio
|
Q4 2024
Reduced 95.89%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
160
shares
|
$14,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
160
shares
|
$14,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
156
shares
|
$14,303
0.0% of portfolio
|
Q4 2024
Added 4.7%
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
155
shares
|
$14,211
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$13,753
0.0% of portfolio
|
Q4 2023
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
150
shares
|
$13,753
0.02% of portfolio
|
Q4 2020
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
150
shares
|
$13,753
0.01% of portfolio
|
Q4 2022
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
149
shares
|
$13,661
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
147
shares
|
$13,478
0.0% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
140
shares
|
$12,836
0.0% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
138
shares
|
$12,653
0.0% of portfolio
|
Q2 2023
Reduced 32.35%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
130
shares
|
$11,919
0.0% of portfolio
|
Q2 2022
Added 30.0%
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
125
shares
|
$11,461
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
125
shares
|
$11,461
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
120
shares
|
$11,002
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
113
shares
|
$10,360
0.0% of portfolio
|
Q4 2022
Added 13.0%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
110
shares
|
$10,085
0.01% of portfolio
|
Q2 2022
Added 100.0%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
107
shares
|
$9,810
0.0% of portfolio
|
Q4 2024
Added 328.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103
shares
|
$9,444
0.0% of portfolio
|
Q2 2022
Added 3.0%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
101
shares
|
$9,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q1 2025
New holding
|