Root, Inc.
ROOT- Exchange
- Nasdaq
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001788882
No open-market purchases or sales by Root, Inc. insiders were filed in the last 90 days; 160 institutions reported holding it in 13F filings for Q2 2026, worth $527.7M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Root, Inc. as of Sep 30, 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
- 182
- −21 vs. Q2 2025
- Shares held
- 9.48M
- +130.2K (+1.4%) vs. Q2 2025
- Total value
- $848.5M
- −$347.8M (−29.1%) vs. Q2 2025
- New holders
- 36
- 69 more added
- Sold out
- 57
- 49 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROOT 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 160 | $527.7M |
| Q1 2026 | 149 | $429.2M |
| Q4 2025 | 171 | $741.8M |
| Q3 2025 | 182 | $848.5M |
| Q2 2025 | 204 | $1.21B |
| Q1 2025 | 178 | $1.05B |
| Q4 2024 | 129 | $535.4M |
| Q3 2024 | 103 | $279.4M |
| Q2 2024 | 99 | $375.2M |
| Q1 2024 | 87 | $372.5M |
| Q4 2023 | 65 | $63.1M |
| Q3 2023 | 59 | $56.1M |
| Q2 2023 | 63 | $50.8M |
| Q1 2023 | 71 | $28.1M |
| Q4 2022 | 89 | $29.3M |
| Q3 2022 | 95 | $50.3M |
| Q2 2022 | 119 | $126.3M |
| Q1 2022 | 113 | $197.5M |
| Q4 2021 | 110 | $302.4M |
| Q3 2021 | 99 | $304.4M |
| Q2 2021 | 95 | $663.9M |
| Q1 2021 | 73 | $640.9M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $91 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3 | $239 | 0.00% | −2−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $269 | 0.00% | −1−25.0% | Reduced |
| Vision Financial Markets LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $537 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $627 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 8 | $716 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $894 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 11 | $985 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Whittier Trust Co | 19 | $1.65K | 0.00% | +19 | New |
| Quest Partners LLC | 20 | $1.79K | 0.00% | −154−88.5% | Reduced |
| Farther Finance Advisors, LLC | 20 | $1.79K | 0.00% | +19+1,900.0% | Added |
| Allworth Financial LP | 23 | $2.06K | 0.00% | +12+109.1% | Added |
| Strategic Investment Solutions, Inc. | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 28 | $2.51K | 0.00% | +2+7.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 31 | $2.77K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33 | $2.95K | 0.00% | +33 | New |
| US Bancorp | 35 | $3.13K | 0.00% | −16−31.4% | Reduced |
| Jones Financial Companies LLLP | 45 | $4.17K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 54 | $4.83K | 0.00% | −89−62.2% | Reduced |
| Optiver Holding B.V. | 87 | $7.79K | 0.00% | +8+10.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 94 | $8.00K | 0.00% | +15+19.0% | Added |
| Covestor Ltd | 87 | $8.00K | 0.00% | +87 | New |
| Nisa Investment Advisors, LLC | 103 | $9.22K | 0.00% | −35−25.4% | Reduced |
| GAMMA Investing LLC | 103 | $9.22K | 0.00% | +12+13.2% | Added |
| Aster Capital Management (DIFC) Ltd | 120 | $10.7K | 0.01% | +120 | New |
| Ameritas Advisory Services, LLC | 130 | $11.6K | 0.00% | +65+100.0% | Added |
| Matrix Trust Co | 138 | $12.0K | 0.00% | +138 | New |
| MAI Capital Management | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 157 | $14.0K | 0.00% | −2−1.3% | Reduced |
| Ameriflex Group, Inc. | 200 | $17.9K | 0.01% | +200 | New |
| Quarry LP | 232 | $20.8K | 0.01% | +232 | New |
| Amalgamated Bank | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $28.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $44.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $44.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 524 | $47.0K | 0.00% | −433−45.2% | Reduced |
| C M Bidwell & Associates Ltd | 545 | $48.8K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 561 | $50.0K | 0.00% | +561 | New |
| Tower Research Capital LLC (TRC) | 652 | $58.4K | 0.00% | −626−49.0% | Reduced |
| Pathway Financial Advisers, LLC | 737 | $65.8K | 0.02% | +737 | New |
| Ameritas Investment Partners, Inc. | 960 | $85.9K | 0.00% | −127−11.7% | Reduced |
| SBI Securities Co., Ltd. | 968 | $86.6K | 0.00% | −36−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,502 | $137.3K | 0.00% | −522−25.8% | Reduced |
| Advisory Services Network, LLC | 1,605 | $143.7K | 0.00% | +1,605 | New |
| Frazier Financial Advisors, LLC | 1,618 | $144.8K | 0.09% | −311−16.1% | Reduced |
| Leonteq Securities AG | 1,907 | $170.7K | 0.01% | +1,907 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $193.9K | 0.00% | +2,166 | New |
| SG Americas Securities, LLC | 2,227 | $199.0K | 0.00% | −4,920−68.8% | Reduced |
| Group One Trading, L.P. | 2,293 | $205.2K | 0.01% | −1,980−46.3% | Reduced |
| DnB Asset Management AS | 2,356 | $210.9K | 0.00% | +2,356 | New |
| State of Wyoming | 2,359 | $211.2K | 0.02% | +696+41.9% | Added |
| KLP Kapitalforvaltning AS | 2,400 | $214.8K | 0.00% | +700+41.2% | Added |
| Entropy Technologies, LP | 2,400 | $214.8K | 0.02% | +2,400 | New |
| Stratos Wealth Partners, LTD. | 2,429 | $217.4K | 0.00% | +2,429 | New |
| Moors & Cabot, Inc. | 2,435 | $218.0K | 0.01% | +2,435 | New |
| Highland Capital Management, LLC | 2,437 | $218.1K | 0.01% | +2,437 | New |
| Trexquant Investment LP | 2,502 | $224.0K | 0.00% | −46,233−94.9% | Reduced |
| D.A. Davidson & Co. | 2,620 | $234.5K | 0.00% | +2,620 | New |
| Mariner, LLC | 2,686 | $240.4K | 0.00% | −76−2.8% | Reduced |
| Activest Wealth Management | 3,000 | $268.5K | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $281.5K | 0.00% | +725+30.0% | Added |
| Arizona State Retirement System | 3,189 | $285.4K | 0.00% | +593+22.8% | Added |
| Sequoia Financial Advisors, LLC | 3,350 | $299.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 3,379 | $302.5K | 0.00% | +3,379 | New |
| Dimension Capital Management LLC | 3,445 | $308.4K | 0.04% | −1,135−24.8% | Reduced |
| Bayforest Capital Ltd | 3,513 | $314.4K | 0.15% | −824−19.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,570 | $319.6K | 0.00% | −152−4.1% | Reduced |
| SEI Investments Co | 3,589 | $321.2K | 0.00% | −2,086−36.8% | Reduced |
| State Board of Administration of Florida Retirement System | 3,787 | $339.0K | 0.00% | −49−1.3% | Reduced |
| Franklin Resources Inc | 3,853 | $344.9K | 0.00% | −207,680−98.2% | Reduced |
| Dark Forest Capital Management LP | 3,920 | $350.9K | 0.01% | +3,920 | New |
| Walleye Capital LLC | 4,054 | $362.9K | 0.00% | +3,997+7,012.3% | Added |
| STRS Ohio | 4,300 | $384.9K | 0.00% | +1,000+30.3% | Added |
| Algert Global LLC | 4,460 | $399.2K | 0.01% | +680+18.0% | Added |
| Precision Wealth Strategies, LLC | 4,481 | $401.1K | 0.13% | +4,481 | New |
| Versor Investments LP | 4,500 | $402.8K | 0.07% | +1,200+36.4% | Added |
| Ameriprise Financial Inc | 4,635 | $414.9K | 0.00% | +4,635 | New |
| JustInvest LLC | 4,676 | $418.5K | 0.00% | −46−1.0% | Reduced |
| Intech Investment Management LLC | 5,080 | $454.7K | 0.00% | −2,853−36.0% | Reduced |
| Gabelli Funds LLC | 5,100 | $456.5K | 0.00% | +500+10.9% | Added |
| XTX Topco Ltd | 5,252 | $470.1K | 0.02% | +1,288+32.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,340 | $478.0K | 0.00% | −494−8.5% | Reduced |
| Los Angeles Capital Management LLC | 5,438 | $486.8K | 0.00% | −3,318−37.9% | Reduced |
| Teacher Retirement System of Texas | 5,576 | $499.1K | 0.00% | +3,090+124.3% | Added |
| JPMorgan Chase & Co | 5,953 | $532.9K | 0.00% | −22,952−79.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,158 | $551.2K | 0.00% | +2,353+61.8% | Added |
| State of Wisconsin Investment Board | 6,536 | $585.0K | 0.00% | +6,536 | New |
| MetLife Investment Management | 6,575 | $588.5K | 0.00% | +155+2.4% | Added |
| Requisite Capital Management, LLC | 6,685 | $598.4K | 0.10% | −154−2.3% | Reduced |
| G2 Investment Partners Management LLC | 6,800 | $608.7K | 0.13% | −53,100−88.6% | Reduced |
| Boston Family Office LLC | 6,869 | $615.0K | 0.04% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 6,963 | $623.3K | 0.01% | +738+11.9% | Added |
| Boothbay Fund Management, LLC | 8,502 | $761.0K | 0.02% | −2,288−21.2% | Reduced |
| Brevan Howard Capital Management LP | 8,898 | $796.5K | 0.01% | −1,967−18.1% | Reduced |
| Deutsche Bank AG | 9,041 | $809.3K | 0.00% | +968+12.0% | Added |
| UBS Asset Management Americas Inc | 9,096 | $814.2K | 0.00% | −7,685−45.8% | Reduced |