Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 703 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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
8
shares
|
$716
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7
shares
|
$626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7
shares
|
$626
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
7
shares
|
$626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
7
shares
|
$626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
6
shares
|
$537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
5
shares
|
$447
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
5
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
5
shares
|
$447
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
5
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5
shares
|
$447
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4
shares
|
$358
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$358
0.0% of portfolio
|
Q2 2022
Reduced 78.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$358
0.0% of portfolio
|
Q2 2025
Reduced 69.23%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
4
shares
|
$358
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
3
shares
|
$268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
3
shares
|
$268
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$268
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3
shares
|
$268
0.0% of portfolio
|
Q1 2022
Reduced 97.83%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$268
0.0% of portfolio
|
Q3 2023
Reduced 95.24%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2
shares
|
$179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2
shares
|
$179
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2
shares
|
$179
0.0% of portfolio
|
Q2 2025
Reduced 98.69%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$179
0.0% of portfolio
|
Q4 2024
New holding
|