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, Q4 2025
Institutional positions in Root, Inc. as of Dec 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
- 171
- −10 vs. Q3 2025
- Shares held
- 10.2M
- +777.0K (+8.2%) vs. Q3 2025
- Total value
- $741.8M
- −$102.8M (−12.2%) vs. Q3 2025
- New holders
- 32
- 62 more added
- Sold out
- 42
- 46 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Capital LLC | 1 | $72 | 0.00% | −4,053−100.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $72 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $72 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $144 | 0.00% | −5−71.4% | Reduced |
| Global Retirement Partners, LLC | 5 | $361 | 0.00% | −3−37.5% | Reduced |
| Rothschild Investment LLC | 5 | $361 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 5 | $361 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $362 | 0.00% | −18−78.3% | Reduced |
| Vision Financial Markets LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6 | $433 | 0.00% | −97−94.2% | Reduced |
| Massmutual Trust Co FSB | 7 | $506 | 0.00% | +1+16.7% | Added |
| Torren Management, LLC | 7 | $506 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 10 | $723 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13 | $939 | 0.00% | −22−62.9% | Reduced |
| The PNC Financial Services Group, Inc. | 18 | $1.30K | 0.00% | −36−66.7% | Reduced |
| Whittier Trust Co | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25 | $1.81K | 0.00% | +25 | New |
| Larson Financial Group LLC | 27 | $1.95K | 0.00% | +25+1,250.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 34 | $2.46K | 0.00% | −86−71.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.75K | 0.00% | +38 | New |
| Farther Finance Advisors, LLC | 50 | $3.61K | 0.00% | +30+150.0% | Added |
| International Assets Investment Management, LLC | 55 | $3.97K | 0.00% | +55 | New |
| Abound Financial, LLC | 68 | $4.91K | 0.00% | +68 | New |
| Optiver Holding B.V. | 71 | $5.13K | 0.00% | −16−18.4% | Reduced |
| Sterling Capital Management LLC | 77 | $5.56K | 0.00% | +49+175.0% | Added |
| Covestor Ltd | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $7.22K | 0.00% | −100−50.0% | Reduced |
| Jones Financial Companies LLLP | 116 | $8.38K | 0.00% | +71+157.8% | Added |
| MAI Capital Management | 140 | $10.1K | 0.00% | +2+1.4% | Added |
| GAMMA Investing LLC | 146 | $10.5K | 0.00% | +43+41.7% | Added |
| CWM, LLC | 213 | $15.0K | 0.00% | +56+35.7% | Added |
| Clearstead Advisors, LLC | 227 | $16.4K | 0.00% | +227 | New |
| Capital Advisors, Ltd. LLC | 308 | $22.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 386 | $27.9K | 0.00% | −266−40.8% | Reduced |
| Amalgamated Bank | 386 | $28.0K | 0.00% | +86+28.7% | Added |
| Canada Pension Plan Investment Board | 400 | $28.9K | 0.00% | +400 | New |
| Signature Equity Partners, LLC | 400 | $28.9K | 0.02% | +400 | New |
| Royal Bank of Canada | 495 | $36.0K | 0.00% | −29−5.5% | Reduced |
| Huntington National Bank | 501 | $36.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 960 | $69.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $72.2K | 0.00% | +500+100.0% | Added |
| FMR LLC | 1,102 | $79.6K | 0.00% | −21,894−95.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,195 | $87.0K | 0.00% | +1,101+1,171.3% | Added |
| Group One Trading, L.P. | 1,504 | $108.6K | 0.00% | −789−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,539 | $111.2K | 0.00% | +37+2.5% | Added |
| Frazier Financial Advisors, LLC | 1,618 | $116.9K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $156.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,400 | $173.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,728 | $197.0K | 0.01% | +1,760+181.8% | Added |
| Arizona State Retirement System | 3,020 | $218.1K | 0.00% | −169−5.3% | Reduced |
| Virtu Financial LLC | 3,066 | $221.0K | 0.01% | −7,159−70.0% | Reduced |
| Inceptionr LLC | 3,076 | $222.2K | 0.06% | +3,076 | New |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $227.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,352 | $242.1K | 0.00% | +2+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 3,507 | $253.3K | 0.00% | −63−1.8% | Reduced |
| SEI Investments Co | 3,511 | $253.6K | 0.00% | −78−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,787 | $273.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,380 | $316.4K | 0.00% | −9,255−67.9% | Reduced |
| Entropy Technologies, LP | 4,400 | $317.8K | 0.02% | +2,000+83.3% | Added |
| JustInvest LLC | 4,616 | $333.4K | 0.00% | −60−1.3% | Reduced |
| Ameriprise Financial Inc | 4,656 | $336.3K | 0.00% | +21+0.5% | Added |
| Janus Henderson Group PLC | 5,068 | $366.1K | 0.00% | −6,524−56.3% | Reduced |
| Intech Investment Management LLC | 5,080 | $366.9K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,100 | $368.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,530 | $399.4K | 0.00% | −628−10.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,711 | $412.5K | 0.00% | +371+6.9% | Added |
| Change Path, LLC | 5,839 | $421.8K | 0.01% | −14,150−70.8% | Reduced |
| MetLife Investment Management | 6,629 | $478.8K | 0.00% | +54+0.8% | Added |
| Requisite Capital Management, LLC | 6,844 | $494.3K | 0.09% | +159+2.4% | Added |
| Boston Family Office LLC | 6,869 | $496.0K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,941 | $501.3K | 0.00% | +988+16.6% | Added |
| XTX Topco Ltd | 7,002 | $505.8K | 0.01% | +1,750+33.3% | Added |
| State of Alaska, Department of Revenue | 7,045 | $508.0K | 0.01% | +6,484+1,155.8% | Added |
| Aquatic Capital Management LLC | 7,094 | $512.4K | 0.01% | −18,946−72.8% | Reduced |
| Verition Fund Management LLC | 7,800 | $563.4K | 0.00% | −1,957−20.1% | Reduced |
| Lotus Technology Management, LP | 7,900 | $570.6K | 0.32% | +7,900 | New |
| Point72 Asset Management, L.P. | 8,260 | $596.6K | 0.00% | +8,260 | New |
| Algert Global LLC | 8,470 | $611.8K | 0.01% | +4,010+89.9% | Added |
| Engineers Gate Manager LP | 9,219 | $665.9K | 0.01% | −12,479−57.5% | Reduced |
| PEAK6 LLC | 9,463 | $683.5K | 0.02% | +9,463 | New |
| Neuberger Berman Group LLC | 9,917 | $716.3K | 0.00% | +20+0.2% | Added |
| Ieq Capital, LLC | 9,973 | $720.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,221 | $738.3K | 0.00% | +1,180+13.1% | Added |
| AQR Capital Management LLC | 10,283 | $742.7K | 0.00% | −1,928−15.8% | Reduced |
| Susquehanna International Group, LLP | 10,412 | $752.1K | 0.00% | −160,945−93.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $758.4K | 0.18% | +10,500 | New |
| Two Sigma Advisers, LP | 10,966 | $792.1K | 0.00% | +1,100+11.1% | Added |
| Gsa Capital Partners LLP | 11,354 | $820.0K | 0.07% | +11,354 | New |
| Alliancebernstein L.P. | 11,800 | $852.3K | 0.00% | −205−1.7% | Reduced |
| Legal & General Group Plc | 11,932 | $861.8K | 0.00% | +48+0.4% | Added |
| Los Angeles Capital Management LLC | 11,384 | $881.2K | 0.00% | +5,946+109.3% | Added |
| UBS Asset Management Americas Inc | 12,279 | $886.9K | 0.00% | +3,183+35.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,928 | $916.6K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 13,075 | $944.4K | 0.25% | +13,075 | New |
| Wells Fargo & Company | 13,612 | $983.2K | 0.00% | +1,455+12.0% | Added |