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Livermore
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Roku, Inc

ROKU
Exchange
Nasdaq
Industry
Cable & Other Pay Television Services
SEC CIK
0001428439

In the last 90 days, Roku, Inc insiders filed 0 open-market purchases and 17 sales; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; 3 superinvestors hold it, including ARK Invest and Duquesne Family Office.

13F holders, Q4 2024

Institutional positions in Roku, Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
558
+24 vs. Q3 2024
Shares held
107.5M
+880.1K (+0.8%) vs. Q3 2024
Total value
$8.00B
+$39.3M (+0.5%) vs. Q3 2024
New holders
100
176 more added
Sold out
76
168 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ROKU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 558 institutions
Q1 2021: 819 institutionsQ2 2021: 874 institutionsQ3 2021: 827 institutionsQ4 2021: 792 institutionsQ1 2022: 652 institutionsQ2 2022: 601 institutionsQ3 2022: 554 institutionsQ4 2022: 499 institutionsQ1 2023: 538 institutionsQ2 2023: 520 institutionsQ3 2023: 542 institutionsQ4 2023: 605 institutionsQ1 2024: 575 institutionsQ2 2024: 538 institutionsQ3 2024: 543 institutionsQ4 2024: 558 institutionsQ1 2025: 593 institutionsQ2 2025: 569 institutionsQ3 2025: 611 institutionsQ4 2025: 707 institutionsQ1 2026: 697 institutionsQ2 2026: 787 institutions
Value heldQ4 2024: $8.00B
Q1 2021: $26.6BQ2 2021: $38.6BQ3 2021: $26.1BQ4 2021: $21.2BQ1 2022: $11.7BQ2 2022: $7.74BQ3 2022: $5.46BQ4 2022: $4.00BQ1 2023: $6.59BQ2 2023: $6.34BQ3 2023: $6.88BQ4 2023: $9.63BQ1 2024: $6.55BQ2 2024: $6.15BQ3 2024: $7.96BQ4 2024: $8.00BQ1 2025: $7.71BQ2 2025: $9.57BQ3 2025: $11.1BQ4 2025: $12.1BQ1 2026: $10.7BQ2 2026: $15.7B
Institutions holding ROKU and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026697$10.7B
Q4 2025707$12.1B
Q3 2025611$11.1B
Q2 2025569$9.57B
Q1 2025593$7.71B
Q4 2024558$8.00B
Q3 2024543$7.96B
Q2 2024538$6.15B
Q1 2024575$6.55B
Q4 2023605$9.63B
Q3 2023542$6.88B
Q2 2023520$6.34B
Q1 2023538$6.59B
Q4 2022499$4.00B
Q3 2022554$5.46B
Q2 2022601$7.74B
Q1 2022652$11.7B
Q4 2021792$21.2B
Q3 2021827$26.1B
Q2 2021874$38.6B
Q1 2021819$26.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q3 2024.

Institutions holding ROKU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
DHJJ Financial Advisors, Ltd.2$1490.00%00.0%Unchanged
Caitlin John, LLC2$1490.00%00.0%Unchanged
Raffa Wealth Management, LLC2$1490.00%00.0%Unchanged
True Wealth Design, LLC2$1490.00%+1+100.0%Added
Synergy Financial Management, LLC2$1490.00%+2New
Transce3nd, LLC2$1490.00%+2New
Murphy & Mullick Capital Management Corp2$1490.00%+2New
Winnow Wealth LLC3$1810.00%+3New
MV Capital Management, Inc.3$2240.00%−2−40.0%Reduced
Prestige Wealth Management Group LLC3$2240.00%00.0%Unchanged
Prudent Man Investment Management, Inc.3$2240.00%+3New
Pacer Advisors, Inc.4$2970.00%00.0%Unchanged
Ravenstone Capital Management Inc.4$2970.00%00.0%Unchanged
West Branch Capital LLC5$3720.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$3720.00%00.0%Unchanged
Van Hulzen Asset Management, LLC5$3720.00%+5New
ORG Partners LLC6$4460.00%00.0%Unchanged
Assetmark, Inc6$4460.00%+4+200.0%Added
New Wave Wealth Advisors LLC6$4460.00%+6New
Montag A & Associates Inc6$4470.00%00.0%Unchanged
Mather Group, LLC.7$5200.00%00.0%Unchanged
AllSquare Wealth Management LLC7$5200.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC7$5200.00%+7New
Bell Investment Advisors, Inc8$5950.00%00.0%Unchanged
West Paces Advisors Inc.8$5950.00%00.0%Unchanged
PayPay Securities Corp8$5950.03%+4+100.0%Added
Cullen/Frost Bankers, Inc.9$6690.00%−70−88.6%Reduced
Kayne Anderson Rudnick Investment Management LLC10$7430.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$7430.00%00.0%Unchanged
Key Financial Inc10$7430.00%00.0%Unchanged
Painted Porch Advisors LLC10$7430.00%00.0%Unchanged
WR Wealth Planners, LLC12$8920.00%00.0%Unchanged
Stonebridge Financial Group, LLC12$8920.00%+12New
ZRC Wealth Management, LLC12$8930.00%00.0%Unchanged
Cornerstone Planning Group LLC12$9630.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$9660.00%00.0%Unchanged
Archer Investment Corp13$9660.00%+13New
Hemington Wealth Management23$1.00K0.00%−77−77.0%Reduced
AlphaMark Advisors, LLC11$1.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.14$1.04K0.00%00.0%Unchanged
Hexagon Capital Partners LLC14$1.04K0.00%+10+250.0%Added
Delta Asset Management LLC15$1.11K0.00%00.0%Unchanged
Hoey Investments, Inc16$1.19K0.00%00.0%Unchanged
Massmutual Trust Co FSB18$1.34K0.00%+1+5.9%Added
Decker Retirement Planning Inc.18$1.34K0.00%+18New
Sound Income Strategies, LLC20$1.49K0.00%00.0%Unchanged
City State Bank20$1.49K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.20$1.49K0.00%+20New
FLP Wealth Management, LLC22$1.64K0.00%+22New
Copia Wealth Management22$1.64K0.00%+22New
North Star Investment Management Corp.25$1.86K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$1.86K0.00%+25New
Rothschild Investment LLC26$1.93K0.00%00.0%Unchanged
Zions Bancorporation, N.A.27$2.01K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc30$2.23K0.00%+10+50.0%Added
Tradewinds Capital Management, LLC30$2.23K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$2.60K0.00%−176−83.4%Reduced
PFS Partners, LLC39$2.90K0.00%00.0%Unchanged
Trust Co40$2.97K0.00%00.0%Unchanged
Islay Capital Management, LLC40$2.97K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC45$3.00K0.00%+45New
Colonial Trust Co42$3.12K0.00%+42New
Brown, Lisle/Cummings, Inc.45$3.35K0.00%−45−50.0%Reduced
Contravisory Investment Management, Inc.45$3.35K0.00%00.0%Unchanged
Missouri Trust & Investment Co45$3.35K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd46$3.42K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A50$3.72K0.00%00.0%Unchanged
Sachetta, LLC50$3.72K0.00%00.0%Unchanged
Dogwood Wealth Management LLC50$3.72K0.00%+50Added
Smithfield Trust Co60$4.00K0.00%+60New
CVA Family Office, LLC55$4.09K0.00%−6−9.8%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$4.46K0.00%00.0%Unchanged
Gen-Wealth Partners Inc65$4.83K0.00%00.0%Unchanged
Spire Wealth Management65$4.83K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC68$5.05K0.00%+68New
Parkside Financial Bank & Trust71$5.28K0.00%+8+12.7%Added
UMA Financial Services, Inc.72$5.35K0.00%+72New
Private Wealth Management Group, LLC73$5.43K0.00%−16−18.0%Reduced
Optimum Investment Advisors76$5.65K0.00%−200−72.5%Reduced
Rosenberg Matthew Hamilton80$5.95K0.00%00.0%Unchanged
Addison Advisors LLC80$5.95K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.76$6.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC85$6.32K0.00%00.0%Unchanged
Huntington National Bank86$6.39K0.00%−14−14.0%Reduced
Rakuten Securities, Inc.92$6.84K0.00%−396−81.1%Reduced
Adirondack Trust Co95$7.06K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$7.43K0.00%00.0%Unchanged
Trust Co of Vermont100$7.43K0.00%00.0%Unchanged
Truvestments Capital LLC100$7.43K0.00%00.0%Unchanged
Lam Group, Inc.100$7.43K0.01%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$7.43K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC100$7.43K0.01%+100New
VSM Wealth Advisory, LLC100$7.43K0.00%+100New
Whipplewood Advisors, LLC100$7.43K0.00%+100New
Centricity Wealth Management, LLC100$7.43K0.01%+100New
AdvisorNet Financial, Inc106$7.88K0.00%−18−14.5%Reduced
JFS Wealth Advisors, LLC107$7.92K0.00%+82+328.0%Added
Lee Danner & Bass Inc115$8.55K0.00%+115New
Exchange Traded Concepts, LLC121$8.99K0.00%−31−20.4%Reduced
Covestor Ltd118$9.00K0.01%−167−58.6%Reduced