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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$9,169
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$9,169
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
95
shares
|
$8,710
0.0% of portfolio
|
Q3 2021
Reduced 24.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
92
shares
|
$8,435
0.0% of portfolio
|
Q1 2025
Reduced 61.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
89
shares
|
$8,160
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
89
shares
|
$8,160
0.0% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
87
shares
|
$7,977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
86
shares
|
$7,885
0.0% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
85
shares
|
$7,793
0.0% of portfolio
|
Q1 2024
Reduced 54.05%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
81
shares
|
$7,426
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
80
shares
|
$7,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
80
shares
|
$7,335
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
76
shares
|
$6,968
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
76
shares
|
$6,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
76
shares
|
$6,968
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
73
shares
|
$6,693
0.0% of portfolio
|
Q2 2025
Reduced 52.29%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
70
shares
|
$6,418
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
68
shares
|
$6,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
66
shares
|
$6,051
0.0% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
65
shares
|
$5,959
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
65
shares
|
$5,959
0.0% of portfolio
|
Q2 2024
Added 62.5%
|