| 0.03% |
| 4 | NORGES BANK | 952K | $155.9M | — | 5.335% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 790K | $129.3M | -1.1% | 4.424% | 0.00% |
| 6 | STATE STREET CORP | 702K | $114.9M | -0.4% | 3.932% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 602K | $98.5M | -16.5% | 3.372% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 500K | $81.9M | +18.0% | 2.802% | 0.00% |
| 9 | GOLDMAN SACHS GROUP INC | 352K | $57.7M | +64.1% | 1.973% | 0.01% |
| 10 | Clearline Capital LP | 348K | $57.0M | -25.7% | 1.950% | 3.40% |
| 11 | MORGAN STANLEY | 316K | $51.7M | -1.8% | 1.770% | 0.00% |
| 12 | Leeward Investments, LLC - MA | 314K | $51.4M | +128.2% | 1.758% | 2.34% |
| 13 | TWO SIGMA INVESTMENTS, LP | 300K | $49.1M | +170.5% | 1.681% | 0.04% |
| 14 | Neuberger Berman Group LLC | 277K | $45.4M | +5.9% | 1.552% | 0.02% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 260K | $42.6M | -6.3% | 1.457% | 0.01% |
| 16 | NORTHERN TRUST CORP | 234K | $38.3M | +20.6% | 1.310% | 0.00% |
| 17 | FRANKLIN RESOURCES INC | 233K | $38.1M | — | 1.306% | 0.01% |
| 18 | CITADEL ADVISORS LLC | 209K | $34.3M | +107.8% | 1.173% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 208K | $34.0M | +53.9% | 1.165% | 0.03% |
| 20 | Atreides Management, LP | 189K | $31.0M | +1.7% | 1.061% | 0.22% |
| 21 | First Eagle Investment Management, LLC | 188K | $30.8M | +42.8% | 1.055% | 0.03% |
| 22 | AMERIPRISE FINANCIAL INC | 186K | $30.4M | -39.5% | 1.041% | 0.01% |
| 23 | GAMCO INVESTORS, INC. ET AL | 181K | $29.6M | -5.4% | 1.014% | 0.27% |
| 24 | ODDO BHF ASSET MANAGEMENT SAS | 155K | $25.4M | 0.0% | 0.868% | 1.17% |
| 25 | Point72 Asset Management, L.P. | 143K | $23.4M | +2373.9% | 0.800% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ROG — a direct measure of their conviction.
| 93.25% |
| 7.77 pp |
| $1.15B |
| 39% |
| Q4 2024 | 218 | 1.8% | 101.02% | +8.19 pp | $1.87B | 3.1% |
| Q3 2024 | 222 | — | 92.83% | — | $1.93B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
66 institutions opened new positions in ROG during Q2 2026, while 19 fully exited. 214 added to existing positions and 17 trimmed.
ROG institutional ownership rose by 7.56 percentage points quarter-over-quarter, with a net change of +51 holders.
The top 10 institutions account for 58.0% of all reported 13F value in ROG, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.