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 |
|---|---|---|---|---|---|
| JustInvest LLC | 4,676 | $418.5K | 0.00% | −46−1.0% | Reduced |
| Ameriprise Financial Inc | 4,635 | $414.9K | 0.00% | +4,635 | New |
| Versor Investments LP | 4,500 | $402.8K | 0.07% | +1,200+36.4% | Added |
| Precision Wealth Strategies, LLC | 4,481 | $401.1K | 0.13% | +4,481 | New |
| Algert Global LLC | 4,460 | $399.2K | 0.01% | +680+18.0% | Added |
| STRS Ohio | 4,300 | $384.9K | 0.00% | +1,000+30.3% | Added |
| Walleye Capital LLC | 4,054 | $362.9K | 0.00% | +3,997+7,012.3% | Added |
| Dark Forest Capital Management LP | 3,920 | $350.9K | 0.01% | +3,920 | New |
| Franklin Resources Inc | 3,853 | $344.9K | 0.00% | −207,680−98.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,787 | $339.0K | 0.00% | −49−1.3% | Reduced |
| SEI Investments Co | 3,589 | $321.2K | 0.00% | −2,086−36.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,570 | $319.6K | 0.00% | −152−4.1% | Reduced |
| Bayforest Capital Ltd | 3,513 | $314.4K | 0.15% | −824−19.0% | Reduced |
| Dimension Capital Management LLC | 3,445 | $308.4K | 0.04% | −1,135−24.8% | Reduced |
| Truist Financial Corp | 3,379 | $302.5K | 0.00% | +3,379 | New |
| Sequoia Financial Advisors, LLC | 3,350 | $299.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,189 | $285.4K | 0.00% | +593+22.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $281.5K | 0.00% | +725+30.0% | Added |
| Activest Wealth Management | 3,000 | $268.5K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 2,686 | $240.4K | 0.00% | −76−2.8% | Reduced |
| D.A. Davidson & Co. | 2,620 | $234.5K | 0.00% | +2,620 | New |
| Trexquant Investment LP | 2,502 | $224.0K | 0.00% | −46,233−94.9% | Reduced |
| Highland Capital Management, LLC | 2,437 | $218.1K | 0.01% | +2,437 | New |
| Moors & Cabot, Inc. | 2,435 | $218.0K | 0.01% | +2,435 | New |
| Stratos Wealth Partners, LTD. | 2,429 | $217.4K | 0.00% | +2,429 | New |
| 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 |
| State of Wyoming | 2,359 | $211.2K | 0.02% | +696+41.9% | Added |
| DnB Asset Management AS | 2,356 | $210.9K | 0.00% | +2,356 | New |
| Group One Trading, L.P. | 2,293 | $205.2K | 0.01% | −1,980−46.3% | Reduced |
| SG Americas Securities, LLC | 2,227 | $199.0K | 0.00% | −4,920−68.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $193.9K | 0.00% | +2,166 | New |
| Leonteq Securities AG | 1,907 | $170.7K | 0.01% | +1,907 | New |
| Frazier Financial Advisors, LLC | 1,618 | $144.8K | 0.09% | −311−16.1% | Reduced |
| Advisory Services Network, LLC | 1,605 | $143.7K | 0.00% | +1,605 | New |
| Advisor Group Holdings, Inc. | 1,502 | $137.3K | 0.00% | −522−25.8% | Reduced |
| SBI Securities Co., Ltd. | 968 | $86.6K | 0.00% | −36−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 960 | $85.9K | 0.00% | −127−11.7% | Reduced |
| Pathway Financial Advisers, LLC | 737 | $65.8K | 0.02% | +737 | New |
| Tower Research Capital LLC (TRC) | 652 | $58.4K | 0.00% | −626−49.0% | Reduced |
| State of Alaska, Department of Revenue | 561 | $50.0K | 0.00% | +561 | New |
| C M Bidwell & Associates Ltd | 545 | $48.8K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 524 | $47.0K | 0.00% | −433−45.2% | Reduced |
| Huntington National Bank | 501 | $44.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $44.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $28.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 232 | $20.8K | 0.01% | +232 | New |
| Ameriflex Group, Inc. | 200 | $17.9K | 0.01% | +200 | New |
| CWM, LLC | 157 | $14.0K | 0.00% | −2−1.3% | Reduced |
| MAI Capital Management | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 138 | $12.0K | 0.00% | +138 | New |
| Ameritas Advisory Services, LLC | 130 | $11.6K | 0.00% | +65+100.0% | Added |
| Aster Capital Management (DIFC) Ltd | 120 | $10.7K | 0.01% | +120 | 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 |
| 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 |
| Optiver Holding B.V. | 87 | $7.79K | 0.00% | +8+10.1% | Added |
| The PNC Financial Services Group, Inc. | 54 | $4.83K | 0.00% | −89−62.2% | Reduced |
| Jones Financial Companies LLLP | 45 | $4.17K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 35 | $3.13K | 0.00% | −16−31.4% | Reduced |
| GHP Investment Advisors, Inc. | 33 | $2.95K | 0.00% | +33 | New |
| Vermillion & White Wealth Management Group, LLC | 31 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 28 | $2.51K | 0.00% | +2+7.7% | Added |
| Strategic Investment Solutions, Inc. | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $2.06K | 0.00% | +12+109.1% | Added |
| 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 |
| Whittier Trust Co | 19 | $1.65K | 0.00% | +19 | New |
| Bessemer Group Inc | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| N.E.W. Advisory Services LLC | 11 | $985 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $894 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $716 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $627 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 6 | $537 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $269 | 0.00% | −1−25.0% | Reduced |
| Comerica Bank | 3 | $239 | 0.00% | −2−40.0% | Reduced |
| Larson Financial Group LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1 | $91 | 0.00% | +1 | New |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −264,354−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −130,933−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −110,405−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −97,629−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −46,831−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,566−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −21,585−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −18,130−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −16,421−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,154−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,770−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −12,299−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |