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Roku (ROKU) Institutional Ownership

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$129.44 -0.09 (-0.07%)
As of 01:51 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Roku (NASDAQ:ROKU)

Current
Institutional Ownership
Percentage
86.30%
Number of
Institutional Buyers
(last 12 months)
460
Total
Institutional Inflows
(last 12 months)
$3.10B
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$1.76B
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ROKU Institutional Buying and Selling by Quarter

Roku Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 PNC Financial Services Group Inc.5,361$507K0.0%+18.0%0.004%
5/8/2026 Convergence Investment Partners LLC47,891$4.53M0.7%+0.8%0.032%
5/8/2026 Amova Asset Management Americas Inc.1,848,889$174.92M2.5%-37.1%1.254%
5/7/2026 Dimensional Fund Advisors LP750,581$70.98M0.0%+3.1%0.509%
5/7/2026 Parallel Advisors LLC2,426$230K0.0%+27.8%0.002%
5/7/2026 Swiss National Bank258,800$24.49M0.0%+0.8%0.176%
5/7/2026 Ascent Wealth Partners LLC2,620$248K0.0%+12.2%0.002%
5/6/2026 Aviance Capital Partners LLC3,606$341K0.0%-19.7%0.002%
5/6/2026 California Public Employees Retirement System260,774$24.67M0.0%+14.8%0.177%
5/6/2026 Kera Capital Partners Inc.6,656$630K0.1%+19.6%0.005%
5/6/2026 Modera Wealth Management LLC2,145$203K0.0%N/A0.001%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.8,818$834K0.0%N/A0.006%
5/6/2026 SteelPeak Wealth LLC6,601$625K0.0%-11.0%0.004%
5/6/2026 Allspring Global Investments Holdings LLC121,785$11.56M0.0%-3.1%0.083%
5/6/2026 Independent Financial Group LLC17,124$1.62M0.0%N/A0.012%
5/5/2026 Bank of New York Mellon Corp388,680$36.78M0.0%-11.0%0.264%
5/5/2026 Illinois Municipal Retirement Fund61,406$5.81M0.1%+28.9%0.042%
5/5/2026 Katamaran Capital LLP52,548$4.97M4.0%+90.8%0.036%
5/5/2026 Sanctuary Advisors LLC6,981$661K0.0%-12.4%0.005%
5/5/2026 Hillsdale Investment Management Inc.55,480$5.25M0.1%+15.6%0.038%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,810$361K0.0%N/A0.003%
5/4/2026 Principal Financial Group Inc.29,598$2.80M0.0%-13.8%0.020%
5/4/2026 Chicago Partners Investment Group LLC10,490$993K0.0%+56.8%0.007%
5/4/2026 Y.D. More Investments Ltd8,009$728K0.0%N/A0.005%
5/1/2026 Fifth Third Bancorp2,934$278K0.0%+264.5%0.002%
5/1/2026 American Trust3,189$302K0.0%+24.1%0.002%
5/1/2026 Sequoia Financial Advisors LLC4,916$465K0.0%-2.3%0.003%
4/30/2026 Hsbc Holdings PLC48,347$4.60M0.0%+188.9%0.033%
4/30/2026 Summit Securities Group LLC845$80K0.0%N/A0.001%
4/30/2026 First Horizon Corp715$68K0.0%+29.3%0.000%
4/30/2026 Kestra Advisory Services LLC5,600$530K0.0%-31.7%0.004%
4/30/2026 Azzad Asset Management Inc. ADV2,150$203K0.0%N/A0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.1,874,369$177.35M0.1%-36.9%1.271%
4/30/2026 WPG Advisers LLC561$53K0.0%+96.8%0.000%
4/30/2026 Quantum Portfolio Management LLC4,135$391K0.0%+2.6%0.003%
4/29/2026 Axxcess Wealth Management LLC4,980$471K0.0%-23.9%0.003%
4/29/2026 West Tower Group LLC12,950$1.23M3.8%-3.7%0.009%
4/29/2026 Clare Market Investments LLC2,153$204K0.0%N/A0.001%
4/29/2026 Burney Co.48,061$4.55M0.1%+96.2%0.033%
4/29/2026 Clay Northam Wealth Management LLC3,791$359K0.2%-2.4%0.003%
4/28/2026 Ascentis Independent Advisors5,185$491K0.0%+94.8%0.004%
4/28/2026 Raleigh Capital Management Inc.1,522$144K0.0%+6.5%0.001%
4/28/2026 Praxis Investment Management Inc.4,219$399K0.0%-3.9%0.003%
4/28/2026 QRG Capital Management Inc.6,031$571K0.0%+44.5%0.004%
4/27/2026 HB Wealth Management LLC3,447$326K0.0%+3.7%0.002%
4/27/2026 Moran Wealth Management LLC31,600$2.99M0.1%N/A0.021%
4/27/2026 Private Advisor Group LLC16,392$1.55M0.0%-28.1%0.011%
4/27/2026 Optas LLC2,550$241K0.0%-3.8%0.002%
4/27/2026 Y Intercept Hong Kong Ltd55,627$5.26M0.1%-52.2%0.038%
4/27/2026 Leonteq Securities AG6,236$590K0.0%-15.9%0.004%
4/27/2026 Elevation Point Wealth Partners LLC9,661$914K0.0%N/A0.007%
4/25/2026 Keybank National Association OH3,853$365K0.0%N/A0.003%
4/24/2026 Root Financial Partners LLC708$67K0.0%+255.8%0.000%
4/24/2026 Bayban280$26K0.0%+1,300.0%0.000%
4/23/2026 3Chopt Investment Partners LLC3,780$358K0.1%+5.0%0.003%
4/23/2026 Apollon Wealth Management LLC6,636$628K0.0%+2.9%0.005%
4/22/2026 Janney Montgomery Scott LLC14,291$1.35M0.0%N/A0.010%
4/22/2026 Pictet Asset Management Holding SA20,546$1.94M0.0%+7.5%0.014%
4/22/2026 Sterling Capital Management LLC3,882$367K0.0%-42.7%0.003%
4/22/2026 Venturi Wealth Management LLC2,282$216K0.0%N/A0.002%
4/21/2026 Aaron Wealth Advisors LLC4,021$380K0.0%-53.9%0.003%
4/20/2026 Kestra Private Wealth Services LLC7,059$668K0.0%-49.4%0.005%
4/20/2026 Friedenthal Financial10,484$992K0.5%+15,317.6%0.007%
4/20/2026 Hilton Head Capital Partners LLC550$52K0.0%+175.0%0.000%
4/20/2026 RFG Advisory LLC2,584$244K0.0%-5.4%0.002%
4/20/2026 OP Asset Management Ltd2,817$267K0.0%N/A0.002%
4/20/2026 Assenagon Asset Management S.A.1,162,051$109.95M0.2%+24.7%0.788%
4/20/2026 Focused Wealth Management Inc4,537$429K0.0%-16.6%0.003%
4/17/2026 Krilogy Financial LLC4,793$454K0.0%-15.6%0.003%
4/16/2026 SG Americas Securities LLC149,670$14.16M0.0%+56.0%0.102%
4/16/2026 Evolve Private Wealth LLC2,257$214K0.0%-58.5%0.002%
4/16/2026 Diversified Trust Co20,855$1.97M0.0%+1.4%0.014%
3/20/2026 Hsbc Holdings PLC16,733$1.84M0.0%+21.2%0.011%
3/17/2026Rockefeller Capital Management L.P.286,721$31.11M0.1%+0.8%0.194%
3/16/2026Osbon Capital Management LLC415$45K0.0%N/A0.000%
3/13/2026 World Investment Advisors2,685$291K0.0%N/A0.002%
3/9/2026Corient Private Wealth LLC26,841$2.91M0.0%+75.1%0.018%
3/6/2026 Hsbc Holdings PLC16,733$1.84M0.0%+21.2%0.011%
3/3/2026Bank of Hawaii18,496$2.01M0.1%N/A0.013%
2/24/2026 TRU Independence Asset Management 2 LLC2,292$249K0.2%-14.2%0.002%
2/23/2026 Kera Capital Partners Inc.5,563$604K0.1%+40.5%0.004%
2/23/2026Virtu Financial LLC10,246$1.11M0.0%N/A0.007%
2/20/2026Kovitz Investment Group Partners LLC2,559$278K0.0%-29.5%0.002%
2/19/2026Compound Planning Inc.3,688$400K0.0%+32.4%0.002%
2/19/2026Invesco Ltd.205,115$22.25M0.0%+6.8%0.139%
2/19/2026 Axxcess Wealth Management LLC6,543$710K0.0%-12.6%0.004%
2/19/2026Corient Private Wealth LLC296,903$32.21M0.0%+1,836.4%0.201%
2/18/2026Strive Financial Group LLC636$69K0.0%N/A0.000%
2/18/2026Mercer Global Advisors Inc. ADV39,147$4.25M0.0%+11.0%0.026%
2/18/2026 Virtue Capital Management LLC1,890$205K0.0%N/A0.001%
2/18/2026Vident Advisory LLC15,826$1.72M0.0%+28.2%0.011%
2/18/2026EP Wealth Advisors LLC5,629$611K0.0%N/A0.004%
2/18/2026NewEdge Advisors LLC8,357$907K0.0%-13.1%0.006%
2/18/2026XTX Topco Ltd10,217$1.11M0.0%+136.3%0.007%
2/18/2026Zacks Investment Management120,260$13.05M0.1%+1.0%0.081%
2/18/2026Voloridge Investment Management LLC343,044$37.22M0.1%-0.3%0.232%
2/18/2026Verdad Advisers LP3,784$411K0.1%N/A0.003%
2/18/2026Twinbeech Capital LP52,600$5.71M0.4%N/A0.036%
2/18/2026Safe Harbor Fiduciary LLC287$31K0.0%N/A0.000%
2/18/2026Polymer Capital Management US LLC12,856$1.40M0.1%+13.0%0.009%


ROKU Institutional Ownership - Frequently Asked Questions

During the previous two years, 668 institutional investors and hedge funds held shares of Roku. The most heavily invested institutionals were FMR LLC ($1.43B), Vanguard Group Inc. ($1.41B), ARK Investment Management LLC ($638.11M), Sumitomo Mitsui Trust Holdings Inc. ($413.28M), Nikko Asset Management Americas Inc. ($390.47M), AQR Capital Management LLC ($310.30M), and Geode Capital Management LLC ($267.39M).Learn more on Roku's institutional investors.

86.30% of Roku's stock is owned by institutional investors. Learn more on ROKU's institutional investor holdings.

Of the 604 institutional investors that purchased Roku's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($4.86M), Holocene Advisors LP ($3.01M), AQR Capital Management LLC ($2.99M), Acadian Asset Management LLC ($2.35M), Marshall Wace LLP ($2.03M), Tableaux LLC ($1.89M), and Jacobs Levy Equity Management Inc. ($1.53M).

Institutional investors have bought a total of 33,101,218 shares in the last 24 months. This purchase volume represents approximately $3.10B in transactions.

Of the 236 institutional investors that sold Roku's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sumitomo Mitsui Trust Group Inc. ($2.87M), ARK Investment Management LLC ($2.76M), Amova Asset Management Americas Inc. ($2.59M), Jupiter Asset Management Ltd. ($978.24K), Marshall Wace LLP ($719.73K), Alyeska Investment Group L.P. ($652.38K), and Connor Clark & Lunn Investment Management Ltd. ($592.34K).

Institutional investors have sold a total of 17,732,971 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.



This page (NASDAQ:ROKU) was last updated on 5/11/2026 by MarketBeat.com Staff.
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