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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.

Institutional holdersQ2 2026: 160 institutions
Q1 2021: 73 institutionsQ2 2021: 95 institutionsQ3 2021: 99 institutionsQ4 2021: 110 institutionsQ1 2022: 113 institutionsQ2 2022: 119 institutionsQ3 2022: 95 institutionsQ4 2022: 89 institutionsQ1 2023: 71 institutionsQ2 2023: 63 institutionsQ3 2023: 59 institutionsQ4 2023: 65 institutionsQ1 2024: 87 institutionsQ2 2024: 99 institutionsQ3 2024: 103 institutionsQ4 2024: 129 institutionsQ1 2025: 178 institutionsQ2 2025: 204 institutionsQ3 2025: 182 institutionsQ4 2025: 171 institutionsQ1 2026: 149 institutionsQ2 2026: 160 institutions
Value heldQ2 2026: $527.7M
Q1 2021: $640.9MQ2 2021: $663.9MQ3 2021: $304.4MQ4 2021: $302.4MQ1 2022: $197.5MQ2 2022: $126.3MQ3 2022: $50.3MQ4 2022: $29.3MQ1 2023: $28.1MQ2 2023: $50.8MQ3 2023: $56.1MQ4 2023: $63.1MQ1 2024: $372.5MQ2 2024: $375.2MQ3 2024: $279.4MQ4 2024: $535.4MQ1 2025: $1.05BQ2 2025: $1.21BQ3 2025: $848.5MQ4 2025: $741.8MQ1 2026: $429.2MQ2 2026: $527.7M
Institutions holding ROOT and their total value by quarter
QuarterHoldersValue
Q2 2026160$527.7M
Q1 2026149$429.2M
Q4 2025171$741.8M
Q3 2025182$848.5M
Q2 2025204$1.21B
Q1 2025178$1.05B
Q4 2024129$535.4M
Q3 2024103$279.4M
Q2 202499$375.2M
Q1 202487$372.5M
Q4 202365$63.1M
Q3 202359$56.1M
Q2 202363$50.8M
Q1 202371$28.1M
Q4 202289$29.3M
Q3 202295$50.3M
Q2 2022119$126.3M
Q1 2022113$197.5M
Q4 2021110$302.4M
Q3 202199$304.4M
Q2 202195$663.9M
Q1 202173$640.9M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2026.

Institutions holding ROOT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC4,126$230.7K0.00%+4,126New
Engineers Gate Manager LP4,122$230.5K0.00%−1,442−25.9%Reduced
Police & Firemen's Retirement System of New Jersey3,989$223.1K0.00%+844+26.8%Added
Sequoia Financial Advisors, LLC3,924$219.4K0.00%+3,924New
KLP Kapitalforvaltning AS3,600$201.3K0.00%+1,200+50.0%Added
Vanguard Investments Australia, Ltd.2,927$163.7K0.00%00.0%Unchanged
SBI Securities Co., Ltd.2,926$163.6K0.00%+70+2.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,166$121.1K0.00%00.0%Unchanged
SG Americas Securities, LLC2,129$119.0K0.00%−2,685−55.8%Reduced
Advisor Group Holdings, Inc.1,901$106.3K0.00%+651+52.1%Added
FMR LLC1,712$95.7K0.00%+454+36.1%Added
Frazier Financial Advisors, LLC1,517$84.8K0.04%−101−6.2%Reduced
Ameritas Investment Partners, Inc.1,169$65.4K0.00%+209+21.8%Added
Royal Bank of Canada936$52.0K0.00%+523+126.6%Added
Persistent Asset Partners Ltd924$51.7K0.02%+924New
CoreCap Advisors, LLC750$41.9K0.00%+750New
Huntington National Bank501$28.0K0.00%00.0%Unchanged
Signature Equity Partners, LLC500$28.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.462$25.8K0.00%+462New
Tower Research Capital LLC (TRC)360$20.1K0.00%−779−68.4%Reduced
Capital Advisors, Ltd. LLC308$17.0K0.00%00.0%Unchanged
Larson Financial Group LLC209$11.7K0.00%+101+93.5%Added
Aster Capital Management (DIFC) Ltd196$11.0K0.00%+131+201.5%Added
GAMMA Investing LLC194$10.8K0.00%+58+42.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.179$10.0K0.00%−3−1.6%Reduced
Covestor Ltd174$9.00K0.01%+48+38.1%Added
EverSource Wealth Advisors, LLC111$6.21K0.00%+70+170.7%Added
Allworth Financial LP104$5.82K0.00%+75+258.6%Added
Bank of New Hampshire90$5.03K0.00%−96−51.6%Reduced
Nykredit A/S89$4.98K0.00%+89New
Farther Finance Advisors, LLC83$4.64K0.00%+35+72.9%Added
Abound Financial, LLC68$3.80K0.00%00.0%Unchanged
International Assets Investment Management, LLC55$3.30K0.00%00.0%Unchanged
Parallel Advisors, LLC57$3.19K0.00%+35+159.1%Added
Rothschild Investment LLC50$2.80K0.00%+36+257.1%Added
Optiver Holding B.V.47$2.63K0.00%−46−49.5%Reduced
Sterling Capital Management LLC45$2.52K0.00%−35−43.8%Reduced
US Bancorp44$2.46K0.00%−16−26.7%Reduced
Pinnacle Wealth Planning Services, Inc.38$2.13K0.00%00.0%Unchanged
Global Retirement Partners, LLC37$2.07K0.00%+37New
Zions Bancorporation, National Association36$2.01K0.00%00.0%Unchanged
Signaturefd, LLC29$1.62K0.00%+29New
SJS Investment Consulting Inc.28$1.57K0.00%+28New
Northwestern Mutual Wealth Management Co24$1.34K0.00%+24New
Fulcrum Asset Management LLP22$1.27K0.00%+22New
Whittier Trust Co19$1.22K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.21$1.17K0.00%00.0%Unchanged
Versant Capital Management, Inc19$1.06K0.00%00.0%Unchanged
North Star Investment Management Corp.11$6150.00%+11New
Ameritas Advisory Services, LLC11$6150.00%+11New
Parkside Financial Bank & Trust10$5600.00%+10New
Silver Grove Financial Group, Inc.10$5590.00%+10New
UMA Financial Services, Inc.7$3920.00%+7New
IFP Advisors, Inc6$3360.00%+2+50.0%Added
Keating Financial Advisory Services, Inc.6$3360.00%+6New
Vision Financial Markets LLC5$3010.00%00.0%Unchanged
Essential Partners LLC5$2800.00%−136−96.5%Reduced
Clearstead Advisors, LLC3$1680.00%−224−98.7%Reduced
Wealth Enhancement Trust Services, Inc.2$1120.00%+2New
Smartleaf Asset Management LLC1$580.00%00.0%Unchanged
Buckley Capital Advisors, LLC0$00.00%−174,554−100.0%Sold out
Palisades Investment Partners, LLC0$00.00%−90,336−100.0%Sold out
First Trust Advisors LP0$00.00%−68,050−100.0%Sold out
Hennessy Advisors Inc0$00.00%−47,102−100.0%Sold out
X-Square Capital, LLC0$00.00%−36,048−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−27,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−22,048−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−16,920−100.0%Sold out
Nordea Investment Management AB0$00.00%−17,291−100.0%Sold out
Squarepoint Ops LLC0$00.00%−14,720−100.0%Sold out
CI Private Wealth, LLC0$00.00%−14,018−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−13,065−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−12,928−100.0%Sold out
Ieq Capital, LLC0$00.00%−9,261−100.0%Sold out
Virtu Financial LLC0$00.00%−7,866−100.0%Sold out
Ameriprise Financial Inc0$00.00%−7,710−100.0%Sold out
Leonteq Securities AG0$00.00%−7,518−100.0%Sold out
Activest Wealth Management0$00.00%−3,000−100.0%Sold out
Ancora Advisors, LLC0$00.00%−1,000−100.0%Sold out
Legend Capital Advisors LLC0$00.00%−719−100.0%Sold out
KBC Group NV0$00.00%−359−100.0%Sold out
MAI Capital Management0$00.00%−145−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−33−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−5−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed