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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
25
shares
|
$2,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
21
shares
|
$1,925
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
20
shares
|
$1,833
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,833
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
20
shares
|
$1,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,742
0.0% of portfolio
|
Q4 2022
Reduced 36.67%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
16
shares
|
$1,467
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
15
shares
|
$1,375
0.0% of portfolio
|
Q1 2025
Reduced 88.1%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$1,283
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
14
shares
|
$1,283
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
13
shares
|
$1,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12
shares
|
$1,100
0.0% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11
shares
|
$1,008
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
10
shares
|
$916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
8
shares
|
$733
0.0% of portfolio
|
Q3 2024
Reduced 68.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
8
shares
|
$733
0.0% of portfolio
|
Q2 2025
Added 100.0%
|