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, Q1 2026
Institutional positions in Root, Inc. as of Mar 31, 2026. 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
- 149
- −19 vs. Q4 2025
- Shares held
- 9.71M
- +290.0K (+3.1%) vs. Q4 2025
- Total value
- $429.2M
- −$255.6M (−37.3%) vs. Q4 2025
- New holders
- 30
- 51 more added
- Sold out
- 49
- 40 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $44 | 0.00% | −6−85.7% | Reduced |
| Advisory Services Network, LLC | 2 | $88 | 0.00% | +2 | New |
| IFP Advisors, Inc | 4 | $177 | 0.00% | +4 | New |
| Vision Financial Markets LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $221 | 0.00% | +5 | New |
| Rothschild Investment LLC | 14 | $618 | 0.00% | +9+180.0% | Added |
| Versant Capital Management, Inc | 19 | $839 | 0.00% | +19 | New |
| Whittier Trust Co | 19 | $852 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21 | $928 | 0.00% | +3+16.7% | Added |
| Parallel Advisors, LLC | 22 | $972 | 0.00% | +22 | New |
| Allworth Financial LP | 29 | $1.28K | 0.00% | +24+480.0% | Added |
| GHP Investment Advisors, Inc. | 33 | $1.46K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $1.59K | 0.00% | +36 | New |
| Pinnacle Wealth Planning Services, Inc. | 38 | $1.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.81K | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 48 | $2.08K | 0.00% | −2−4.0% | Reduced |
| International Assets Investment Management, LLC | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 60 | $2.65K | 0.00% | +47+361.5% | Added |
| Abound Financial, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 80 | $3.53K | 0.00% | +3+3.9% | Added |
| Optiver Holding B.V. | 93 | $4.11K | 0.00% | +22+31.0% | Added |
| Larson Financial Group LLC | 108 | $4.77K | 0.00% | +81+300.0% | Added |
| Covestor Ltd | 126 | $6.00K | 0.00% | +39+44.8% | Added |
| GAMMA Investing LLC | 136 | $6.01K | 0.00% | −10−6.8% | Reduced |
| Essential Partners LLC | 141 | $6.23K | 0.00% | +141 | New |
| MAI Capital Management | 145 | $6.41K | 0.00% | +5+3.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 182 | $8.04K | 0.00% | −1,013−84.8% | Reduced |
| Bank of New Hampshire | 186 | $8.22K | 0.00% | +186 | New |
| Aster Capital Management (DIFC) Ltd | 65 | $8.67K | 0.00% | +31+91.2% | Added |
| Clearstead Advisors, LLC | 227 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 413 | $18.0K | 0.00% | −82−16.6% | Reduced |
| Signature Equity Partners, LLC | 500 | $22.1K | 0.01% | +100+25.0% | Added |
| Huntington National Bank | 501 | $22.1K | 0.00% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 719 | $31.8K | 0.02% | +719 | New |
| Ameritas Investment Partners, Inc. | 960 | $42.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $44.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,139 | $50.3K | 0.00% | −12,574−91.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,139 | $50.3K | 0.00% | +753+195.1% | Added |
| Advisor Group Holdings, Inc. | 1,250 | $55.2K | 0.00% | −289−18.8% | Reduced |
| FMR LLC | 1,258 | $55.6K | 0.00% | +156+14.2% | Added |
| CWM, LLC | 1,284 | $56.7K | 0.00% | +1,071+502.8% | Added |
| Frazier Financial Advisors, LLC | 1,618 | $71.5K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $95.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,400 | $106.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,856 | $126.2K | 0.00% | +128+4.7% | Added |
| Vanguard Investments Australia, Ltd. | 2,927 | $129.3K | 0.00% | +2,927 | New |
| Activest Wealth Management | 3,000 | $132.5K | 0.02% | +3,000 | New |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $138.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,580 | $202.3K | 0.00% | −9,032−66.4% | Reduced |
| SG Americas Securities, LLC | 4,814 | $213.0K | 0.00% | −25,345−84.0% | Reduced |
| Jones Financial Companies LLLP | 5,066 | $222.4K | 0.00% | +4,950+4,267.2% | Added |
| Janus Henderson Group PLC | 5,068 | $223.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,525 | $244.0K | 0.00% | +5,525 | New |
| Engineers Gate Manager LP | 5,564 | $245.8K | 0.00% | −3,655−39.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,759 | $254.4K | 0.00% | +48+0.8% | Added |
| Canada Pension Plan Investment Board | 5,900 | $260.6K | 0.00% | +5,500+1,375.0% | Added |
| Dynamic Technology Lab Private Ltd | 6,249 | $276.0K | 0.05% | +6,249 | New |
| Kerrisdale Advisers, LLC | 6,830 | $301.7K | 0.11% | +6,830 | New |
| Requisite Capital Management, LLC | 6,843 | $302.3K | 0.06% | −10.0% | Reduced |
| Vanguard Asset Management, Ltd | 6,992 | $308.8K | 0.00% | +6,992 | New |
| State of Alaska, Department of Revenue | 7,045 | $310.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,194 | $317.8K | 0.00% | +565+8.5% | Added |
| Freestone Grove Partners LP | 7,415 | $327.5K | 0.00% | +7,415 | New |
| Leonteq Securities AG | 7,518 | $332.1K | 0.02% | +7,518 | New |
| Ameriprise Financial Inc | 7,710 | $340.6K | 0.00% | +3,054+65.6% | Added |
| Virtu Financial LLC | 7,866 | $347.0K | 0.01% | +4,800+156.6% | Added |
| Algert Global LLC | 7,950 | $351.2K | 0.01% | −520−6.1% | Reduced |
| Truist Financial Corp | 8,364 | $369.4K | 0.00% | +8,364 | New |
| Legal & General Group Plc | 8,977 | $396.5K | 0.00% | −2,955−24.8% | Reduced |
| Ieq Capital, LLC | 9,261 | $409.1K | 0.00% | −712−7.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,584 | $423.3K | 0.00% | +6,077+173.3% | Added |
| Deutsche Bank AG | 11,370 | $502.2K | 0.00% | +1,149+11.2% | Added |
| State of Wisconsin Investment Board | 12,043 | $531.9K | 0.00% | +12,043 | New |
| UBS Asset Management Americas Inc | 12,278 | $542.3K | 0.00% | −10.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,928 | $571.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,920 | $572.1K | 0.00% | −3,880−32.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,065 | $577.1K | 0.03% | −2,159−14.2% | Reduced |
| Invesco Ltd. | 13,251 | $585.3K | 0.00% | −197,333−93.7% | Reduced |
| CI Private Wealth, LLC | 14,018 | $619.2K | 0.00% | +14,018 | New |
| RBF Capital, LLC | 14,600 | $644.9K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,654 | $647.3K | 0.00% | +193+1.3% | Added |
| Squarepoint Ops LLC | 14,720 | $650.2K | 0.00% | −32,789−69.0% | Reduced |
| Marshall Wace, LLP | 15,875 | $701.2K | 0.00% | −91,737−85.2% | Reduced |
| XTX Topco Ltd | 16,633 | $734.7K | 0.01% | +9,631+137.5% | Added |
| Nordea Investment Management AB | 17,291 | $740.1K | 0.00% | −1,707−9.0% | Reduced |
| Belpointe Asset Management LLC | 16,920 | $747.4K | 0.03% | +16,920 | New |
| TD Asset Management Inc | 19,288 | $852.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,449 | $859.1K | 0.00% | −52,032−72.8% | Reduced |
| Quantinno Capital Management LP | 20,827 | $919.9K | 0.00% | +20,827 | New |
| Raymond James Financial Inc | 20,855 | $921.2K | 0.00% | −11,491−35.5% | Reduced |
| AQR Capital Management LLC | 21,286 | $940.2K | 0.00% | +11,003+107.0% | Added |
| Swiss National Bank | 21,500 | $949.7K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22,048 | $973.9K | 0.00% | −22,048−50.0% | Reduced |
| American Century Companies Inc | 23,766 | $1.05M | 0.00% | +808+3.5% | Added |
| Los Angeles Capital Management LLC | 24,472 | $1.08M | 0.00% | +13,088+115.0% | Added |
| Nuveen, LLC | 25,178 | $1.11M | 0.00% | +1,918+8.2% | Added |
| BloombergSen Inc. | 25,566 | $1.13M | 0.13% | +7,993+45.5% | Added |