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, Q2 2026
Institutional positions in Root, Inc. as of Jun 30, 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
- 160
- +13 vs. Q1 2026
- Shares held
- 9.44M
- −269.7K (−2.8%) vs. Q1 2026
- Total value
- $527.7M
- +$98.8M (+23.0%) vs. Q1 2026
- New holders
- 39
- 59 more added
- Sold out
- 26
- 34 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $112 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $168 | 0.00% | −224−98.7% | Reduced |
| Essential Partners LLC | 5 | $280 | 0.00% | −136−96.5% | Reduced |
| Vision Financial Markets LLC | 5 | $301 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $336 | 0.00% | +2+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 6 | $336 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $392 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 10 | $559 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $560 | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $615 | 0.00% | +11 | New |
| Ameritas Advisory Services, LLC | 11 | $615 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21 | $1.17K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 22 | $1.27K | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 24 | $1.34K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 28 | $1.57K | 0.00% | +28 | New |
| Signaturefd, LLC | 29 | $1.62K | 0.00% | +29 | New |
| Zions Bancorporation, National Association | 36 | $2.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $2.07K | 0.00% | +37 | New |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.13K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 44 | $2.46K | 0.00% | −16−26.7% | Reduced |
| Sterling Capital Management LLC | 45 | $2.52K | 0.00% | −35−43.8% | Reduced |
| Optiver Holding B.V. | 47 | $2.63K | 0.00% | −46−49.5% | Reduced |
| Rothschild Investment LLC | 50 | $2.80K | 0.00% | +36+257.1% | Added |
| Parallel Advisors, LLC | 57 | $3.19K | 0.00% | +35+159.1% | Added |
| International Assets Investment Management, LLC | 55 | $3.30K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 68 | $3.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $4.64K | 0.00% | +35+72.9% | Added |
| Nykredit A/S | 89 | $4.98K | 0.00% | +89 | New |
| Bank of New Hampshire | 90 | $5.03K | 0.00% | −96−51.6% | Reduced |
| Allworth Financial LP | 104 | $5.82K | 0.00% | +75+258.6% | Added |
| EverSource Wealth Advisors, LLC | 111 | $6.21K | 0.00% | +70+170.7% | Added |
| Covestor Ltd | 174 | $9.00K | 0.01% | +48+38.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179 | $10.0K | 0.00% | −3−1.6% | Reduced |
| GAMMA Investing LLC | 194 | $10.8K | 0.00% | +58+42.6% | Added |
| Aster Capital Management (DIFC) Ltd | 196 | $11.0K | 0.00% | +131+201.5% | Added |
| Larson Financial Group LLC | 209 | $11.7K | 0.00% | +101+93.5% | Added |
| Capital Advisors, Ltd. LLC | 308 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 360 | $20.1K | 0.00% | −779−68.4% | Reduced |
| SRS Capital Advisors, Inc. | 462 | $25.8K | 0.00% | +462 | New |
| Signature Equity Partners, LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 750 | $41.9K | 0.00% | +750 | New |
| Persistent Asset Partners Ltd | 924 | $51.7K | 0.02% | +924 | New |
| Royal Bank of Canada | 936 | $52.0K | 0.00% | +523+126.6% | Added |
| Ameritas Investment Partners, Inc. | 1,169 | $65.4K | 0.00% | +209+21.8% | Added |
| Frazier Financial Advisors, LLC | 1,517 | $84.8K | 0.04% | −101−6.2% | Reduced |
| FMR LLC | 1,712 | $95.7K | 0.00% | +454+36.1% | Added |
| Advisor Group Holdings, Inc. | 1,901 | $106.3K | 0.00% | +651+52.1% | Added |
| SG Americas Securities, LLC | 2,129 | $119.0K | 0.00% | −2,685−55.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $121.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,926 | $163.6K | 0.00% | +70+2.5% | Added |
| Vanguard Investments Australia, Ltd. | 2,927 | $163.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,600 | $201.3K | 0.00% | +1,200+50.0% | Added |
| Sequoia Financial Advisors, LLC | 3,924 | $219.4K | 0.00% | +3,924 | New |
| Police & Firemen's Retirement System of New Jersey | 3,989 | $223.1K | 0.00% | +844+26.8% | Added |
| Engineers Gate Manager LP | 4,122 | $230.5K | 0.00% | −1,442−25.9% | Reduced |
| JustInvest LLC | 4,126 | $230.7K | 0.00% | +4,126 | New |
| Boston Partners | 4,418 | $247.1K | 0.00% | +4,418 | New |
| Norges Bank | 4,577 | $255.9K | 0.00% | +4,577 | New |
| Fox Run Management, L.L.C. | 4,757 | $266.0K | 0.04% | +4,757 | New |
| Entropy Technologies, LP | 4,800 | $268.4K | 0.01% | +4,800 | New |
| Jupiter Topco LLC | 5,068 | $283.9K | 0.00% | +5,068 | New |
| Freestone Grove Partners LP | 5,150 | $288.0K | 0.00% | −2,265−30.5% | Reduced |
| Jones Financial Companies LLLP | 5,254 | $292.6K | 0.00% | +188+3.7% | Added |
| Mariner, LLC | 5,255 | $293.8K | 0.00% | +5,255 | New |
| Creative Planning | 5,254 | $293.8K | 0.00% | +5,254 | New |
| New York State Common Retirement Fund | 5,500 | $307.6K | 0.00% | −31,250−85.0% | Reduced |
| Vanguard Global Advisers, LLC | 5,525 | $309.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,525 | $309.0K | 0.01% | +5,525 | New |
| Canada Pension Plan Investment Board | 5,700 | $318.7K | 0.00% | −200−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,932 | $331.7K | 0.00% | +173+3.0% | Added |
| LPL Financial LLC | 6,130 | $342.8K | 0.00% | +6,130 | New |
| Kerrisdale Advisers, LLC | 6,650 | $371.9K | 0.09% | −180−2.6% | Reduced |
| Requisite Capital Management, LLC | 6,844 | $382.7K | 0.06% | +10.0% | Added |
| Vanguard Asset Management, Ltd | 6,992 | $391.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,045 | $393.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 7,031 | $393.2K | 0.03% | +7,031 | New |
| Dynamic Technology Lab Private Ltd | 7,096 | $397.0K | 0.09% | +847+13.6% | Added |
| Truist Financial Corp | 7,177 | $401.3K | 0.00% | −1,187−14.2% | Reduced |
| Point72 Asset Management, L.P. | 7,539 | $421.6K | 0.00% | +7,539 | New |
| Balyasny Asset Management LLC | 7,642 | $427.3K | 0.00% | +7,642 | New |
| Algert Global LLC | 7,950 | $444.6K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,955 | $444.8K | 0.00% | +7,955 | New |
| MetLife Investment Management | 8,166 | $456.6K | 0.00% | +972+13.5% | Added |
| State of Wisconsin Investment Board | 8,643 | $483.3K | 0.00% | −3,400−28.2% | Reduced |
| Invesco Ltd. | 8,883 | $496.7K | 0.00% | −4,368−33.0% | Reduced |
| Legal & General Group Plc | 9,390 | $525.1K | 0.00% | +413+4.6% | Added |
| Jacobs Levy Equity Management, Inc | 9,853 | $551.0K | 0.00% | +269+2.8% | Added |
| Alliancebernstein L.P. | 12,520 | $553.0K | 0.00% | +4,600+58.1% | Added |
| Los Angeles Capital Management LLC | 10,530 | $588.8K | 0.00% | −13,942−57.0% | Reduced |
| Credit Agricole S A | 11,000 | $615.1K | 0.00% | +11,000 | New |
| Vident Advisory, LLC | 11,633 | $650.5K | 0.00% | +11,633 | New |
| Quantinno Capital Management LP | 11,754 | $657.3K | 0.00% | −9,073−43.6% | Reduced |
| Walleye Capital LLC | 11,844 | $662.3K | 0.00% | +11,844 | New |
| UBS Asset Management Americas Inc | 12,278 | $686.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,298 | $687.7K | 0.00% | +7,718+168.5% | Added |
| Walleye Trading LLC | 13,354 | $746.8K | 0.01% | +13,354 | New |