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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 5,711 | $412.5K | 0.00% | +371+6.9% | Added |
| Manufacturers Life Insurance Company, The | 5,530 | $399.4K | 0.00% | −628−10.2% | Reduced |
| Gabelli Funds LLC | 5,100 | $368.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,080 | $366.9K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,068 | $366.1K | 0.00% | −6,524−56.3% | Reduced |
| Ameriprise Financial Inc | 4,656 | $336.3K | 0.00% | +21+0.5% | Added |
| JustInvest LLC | 4,616 | $333.4K | 0.00% | −60−1.3% | Reduced |
| Entropy Technologies, LP | 4,400 | $317.8K | 0.02% | +2,000+83.3% | Added |
| MML Investors Services, LLC | 4,380 | $316.4K | 0.00% | −9,255−67.9% | Reduced |
| State Board of Administration of Florida Retirement System | 3,787 | $273.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 3,511 | $253.6K | 0.00% | −78−2.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,507 | $253.3K | 0.00% | −63−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,352 | $242.1K | 0.00% | +2+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $227.2K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 3,076 | $222.2K | 0.06% | +3,076 | New |
| Virtu Financial LLC | 3,066 | $221.0K | 0.01% | −7,159−70.0% | Reduced |
| Arizona State Retirement System | 3,020 | $218.1K | 0.00% | −169−5.3% | Reduced |
| SBI Securities Co., Ltd. | 2,728 | $197.0K | 0.01% | +1,760+181.8% | Added |
| KLP Kapitalforvaltning AS | 2,400 | $173.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $156.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,618 | $116.9K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,539 | $111.2K | 0.00% | +37+2.5% | Added |
| Group One Trading, L.P. | 1,504 | $108.6K | 0.00% | −789−34.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,195 | $87.0K | 0.00% | +1,101+1,171.3% | Added |
| FMR LLC | 1,102 | $79.6K | 0.00% | −21,894−95.2% | Reduced |
| Ancora Advisors, LLC | 1,000 | $72.2K | 0.00% | +500+100.0% | Added |
| Ameritas Investment Partners, Inc. | 960 | $69.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $36.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 495 | $36.0K | 0.00% | −29−5.5% | Reduced |
| Canada Pension Plan Investment Board | 400 | $28.9K | 0.00% | +400 | New |
| Signature Equity Partners, LLC | 400 | $28.9K | 0.02% | +400 | New |
| Amalgamated Bank | 386 | $28.0K | 0.00% | +86+28.7% | Added |
| Tower Research Capital LLC (TRC) | 386 | $27.9K | 0.00% | −266−40.8% | Reduced |
| KBC Group NV | 359 | $26.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 227 | $16.4K | 0.00% | +227 | New |
| CWM, LLC | 213 | $15.0K | 0.00% | +56+35.7% | Added |
| GAMMA Investing LLC | 146 | $10.5K | 0.00% | +43+41.7% | Added |
| MAI Capital Management | 140 | $10.1K | 0.00% | +2+1.4% | Added |
| Jones Financial Companies LLLP | 116 | $8.38K | 0.00% | +71+157.8% | Added |
| Ameriflex Group, Inc. | 100 | $7.22K | 0.00% | −100−50.0% | Reduced |
| Covestor Ltd | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 77 | $5.56K | 0.00% | +49+175.0% | Added |
| Optiver Holding B.V. | 71 | $5.13K | 0.00% | −16−18.4% | Reduced |
| Abound Financial, LLC | 68 | $4.91K | 0.00% | +68 | New |
| International Assets Investment Management, LLC | 55 | $3.97K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 50 | $3.61K | 0.00% | +30+150.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.75K | 0.00% | +38 | New |
| Aster Capital Management (DIFC) Ltd | 34 | $2.46K | 0.00% | −86−71.7% | Reduced |
| GHP Investment Advisors, Inc. | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $1.95K | 0.00% | +25+1,250.0% | Added |
| Northwestern Mutual Wealth Management Co | 25 | $1.81K | 0.00% | +25 | New |
| Quest Partners LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18 | $1.30K | 0.00% | −36−66.7% | Reduced |
| US Bancorp | 13 | $939 | 0.00% | −22−62.9% | Reduced |
| Parkside Financial Bank & Trust | 10 | $723 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $506 | 0.00% | +1+16.7% | Added |
| Torren Management, LLC | 7 | $506 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 6 | $433 | 0.00% | −97−94.2% | Reduced |
| Allworth Financial LP | 5 | $362 | 0.00% | −18−78.3% | Reduced |
| Vision Financial Markets LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 2 | $144 | 0.00% | −5−71.4% | Reduced |
| Smartleaf Asset Management LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFC Advisors LLC | 0 | $0 | 0.00% | −45,034−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −43,981−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −36,637−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −30,629−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −9,788−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,536−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |