Skip to main content
Livermore
Livermore
ZHEN

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 15 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, Q1 2025

Institutional positions in Roku, Inc as of Mar 31, 2025. 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
593
+43 vs. Q4 2024
Shares held
109.6M
+2.32M (+2.2%) vs. Q4 2024
Total value
$7.71B
−$258.6M (−3.2%) vs. Q4 2024
New holders
112
202 more added
Sold out
69
165 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 593 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 heldQ1 2025: $7.71B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q4 2024.

Institutions holding ROKU in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.2$00.00%+2New
Raleigh Capital Management Inc.1$470.00%−415−99.8%Reduced
Cornerstone Planning Group LLC2$1250.00%−10−83.3%Reduced
Raffa Wealth Management, LLC2$1410.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1410.00%00.0%Unchanged
Transce3nd, LLC2$1410.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp2$1410.00%00.0%Unchanged
Pacer Advisors, Inc.3$2110.00%−1−25.0%Reduced
Umb Bank N A3$2110.00%+3New
Prestige Wealth Management Group LLC3$2120.00%00.0%Unchanged
Prudent Man Investment Management, Inc.3$2240.00%00.0%Unchanged
Winnow Wealth LLC4$2660.00%+1+33.3%Added
Proathlete Wealth Management LLC4$2810.00%+4New
Copia Wealth Management4$2820.00%−18−81.8%Reduced
Ravenstone Capital Management Inc.4$2820.00%00.0%Unchanged
MV Capital Management, Inc.4$2820.00%+1+33.3%Added
Principia Wealth Advisory, LLC5$3190.00%+5New
Assetmark, Inc5$3520.00%−1−16.7%Reduced
West Branch Capital LLC5$3530.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$3530.00%00.0%Unchanged
American Capital Advisory, LLC5$3530.00%+5New
ORG Wealth Partners, LLC6$4230.00%+6New
Mather Group, LLC.7$4930.00%00.0%Unchanged
AllSquare Wealth Management LLC7$4930.00%00.0%Unchanged
Hughes Financial Services, LLC7$4940.00%+7New
Bell Investment Advisors, Inc8$5640.00%00.0%Unchanged
Cromwell Holdings LLC8$5640.00%+8New
PayPay Securities Corp8$6150.04%00.0%Unchanged
Newbridge Financial Services Group, Inc.10$7040.00%−950−99.0%Reduced
Kayne Anderson Rudnick Investment Management LLC10$7040.00%00.0%Unchanged
Key Financial Inc10$7040.00%00.0%Unchanged
Painted Porch Advisors LLC10$7040.00%00.0%Unchanged
Tradewinds Capital Management, LLC10$7050.00%−20−66.7%Reduced
Smallwood Wealth Investment Management, LLC11$7740.00%+11New
Stonebridge Financial Group, LLC12$8450.00%00.0%Unchanged
ZRC Wealth Management, LLC12$8460.00%00.0%Unchanged
HHM Wealth Advisors, LLC12$8460.00%+12New
Archer Investment Corp13$9160.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$9160.00%00.0%Unchanged
Hexagon Capital Partners LLC14$9860.00%00.0%Unchanged
GHP Investment Advisors, Inc.14$9870.00%00.0%Unchanged
Hemington Wealth Management21$1.00K0.00%−2−8.7%Reduced
Brown Brothers Harriman & Co15$1.06K0.00%−111−88.1%Reduced
Hoey Investments, Inc16$1.13K0.00%00.0%Unchanged
HighMark Wealth Management LLC17$1.20K0.00%+17New
1620 Investment Advisors, Inc.20$1.41K0.00%00.0%Unchanged
City State Bank20$1.41K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$1.76K0.00%00.0%Unchanged
Rothschild Investment LLC26$1.83K0.00%00.0%Unchanged
Curio Wealth, LLC1$1.93K0.00%+1New
Capital Analysts, LLC33$2.00K0.00%+33New
Sound Income Strategies, LLC30$2.11K0.00%+10+50.0%Added
DB Fitzpatrick & Co, Inc32$2.25K0.00%+2+6.7%Added
Farmers & Merchants Investments Inc35$2.46K0.00%00.0%Unchanged
PFS Partners, LLC39$2.75K0.00%00.0%Unchanged
Trust Co40$2.82K0.00%00.0%Unchanged
Islay Capital Management, LLC40$2.82K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.45$3.17K0.00%00.0%Unchanged
Missouri Trust & Investment Co45$3.17K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC45$3.17K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd46$3.24K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A50$3.52K0.00%00.0%Unchanged
Sachetta, LLC50$3.52K0.00%00.0%Unchanged
Dogwood Wealth Management LLC50$3.52K0.00%00.0%Unchanged
Saudi Central Bank50$3.52K0.02%+50New
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$4.23K0.00%00.0%Unchanged
True Wealth Design, LLC62$4.37K0.00%+60+3,000.0%Added
Pilgrim Partners Asia Pte Ltd65$4.58K0.00%−1,580−96.0%Reduced
Parkside Financial Bank & Trust65$4.58K0.00%−6−8.5%Reduced
Spire Wealth Management65$4.58K0.00%00.0%Unchanged
Gen-Wealth Partners Inc65$4.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC66$4.65K0.00%−7−9.6%Reduced
Friedenthal Financial68$4.79K0.00%+68New
CVA Family Office, LLC70$4.93K0.00%+15+27.3%Added
Hazlett, Burt & Watson, Inc.76$5.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.72$5.07K0.00%00.0%Unchanged
Optimum Investment Advisors76$5.35K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton80$5.63K0.00%00.0%Unchanged
Addison Advisors LLC80$5.64K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC83$5.86K0.00%+15+22.1%Added
Massmutual Trust Co FSB84$5.92K0.00%+66+366.7%Added
GPS Wealth Strategies Group, LLC85$5.99K0.00%00.0%Unchanged
Huntington National Bank86$6.06K0.00%00.0%Unchanged
Highline Wealth Partners LLC92$6.48K0.00%−150−62.0%Reduced
Adirondack Trust Co95$6.69K0.00%00.0%Unchanged
AdvisorNet Financial, Inc96$6.76K0.00%−10−9.4%Reduced
Fourth Dimension Wealth, LLC100$7.04K0.00%−450−81.8%Reduced
Caldwell Sutter Capital, Inc.100$7.04K0.00%00.0%Unchanged
Truvestments Capital LLC100$7.04K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$7.04K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC100$7.04K0.00%00.0%Unchanged
Centricity Wealth Management, LLC100$7.04K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.100$7.04K0.00%+100New
Costello Asset Management, INC100$7.04K0.00%+100New
South State Corp.101$7.12K0.00%+101New
JFS Wealth Advisors, LLC107$7.50K0.00%00.0%Unchanged
Covestor Ltd120$8.00K0.01%+2+1.7%Added
Cordant, Inc.114$8.03K0.00%+114New
HM Payson & Co125$8.80K0.00%+2+1.6%Added
Binnacle Investments Inc125$8.80K0.01%+125New