Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ROKU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.4M | $1.85B | +80.2% | 9.021% | 0.03% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $818.6M | +0.9% | 3.995% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9M | $811.7M | -9.0% | 3.961% | 0.04% |
| 4 | FMR LLC | 5.3M | $733.6M | -68.8% | 3.580% | 0.03% |
| 5 | Pentwater Capital Management LP | 4.3M | $597.5M | — | 2.916% | 3.65% |
| 6 | STATE STREET CORP | 4.1M | $568.5M | +81.9% | 2.774% | 0.01% |
| 7 | GOLDMAN SACHS GROUP INC | 3.4M | $470.3M | +52.7% | 2.295% | 0.04% |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | 3.4M | $469.1M | +938.5% | 2.289% | 0.58% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $424.0M | +10.2% | 2.066% | 0.02% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9M | $399.2M | -24.7% | 1.948% | 0.03% |
| 11 | CITADEL ADVISORS LLC | 2.6M | $359.7M | +32.7% | 1.755% | 0.02% |
| 12 | MILLENNIUM MANAGEMENT LLC | 2.1M | $296.7M | +274.9% | 1.448% | 0.11% |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.1M | $286.3M | -10.2% | 1.397% | 0.20% |
| 14 | UBS Group AG | 1.9M | $261.5M | +67.7% | 1.276% | 0.03% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8M | $254.6M | -9.6% | 1.242% | 0.11% |
| 16 | Qube Research & Technologies Ltd | 1.7M | $229.5M | +17.3% | 1.120% | 0.21% |
| 17 | JANE STREET GROUP, LLC | 1.6M | $223.8M | -43.5% | 1.092% | 0.02% |
| 18 | FRED ALGER MANAGEMENT, LLC | 1.6M | $220.6M | +0.4% | 1.076% | 0.74% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 1.4M | $196.8M | -9.0% | 0.960% | 0.27% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.2M | $172.6M | +15.4% | 0.842% | 0.01% |
| 21 | HBK INVESTMENTS L P | 1.2M | $163.6M | — | 0.798% | 0.80% |
| 22 | MORGAN STANLEY | 1.1M | $156.8M | -34.4% | 0.765% | 0.01% |
| 23 | NORTHERN TRUST CORP | 1.1M | $149.1M | +57.2% | 0.728% | 0.02% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 1.0M | $142.8M | -41.5% | 0.703% | 0.05% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 959K | $132.5M | +0.4% | 0.647% | 0.02% |
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 ROKU — a direct measure of their conviction.
Filings activity in ROKU during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new ROKU position in Q2 2026
Institutions that fully closed their ROKU position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 790 | +14% | 82.27% | 0.36 pp | $16.39B | +47% |
| Q1 2026 | 695 | +0.1% | 82.63% | 4.02 pp | $11.18B | 21% |
| Q4 2025 | 694 | +14% | 86.65% | +0.29 pp | $14.17B | 9.8% |
| Q3 2025 | 608 | +9.5% | 86.36% | +0.70 pp | $15.71B | +56% |
| Q2 2025 | 555 | 2.3% | 85.66% | +5.22 pp | $10.06B | +30% |
| Q1 2025 | 568 | +8.0% | 80.44% | 1.71 pp | $7.74B | 8.3% |
| Q4 2024 | 526 | +1.7% | 82.15% | +9.80 pp | $8.45B | +9.3% |
| Q3 2024 | 517 | — | 72.35% | — | $7.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ROKU stock.
Based on Q2 2026 13F filings, institutional ownership of Roku, Inc. stands at 82.3%, held across 790 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ROKU, with approximately 13,381,980 shares worth $1.85B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of ROKU, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ROKU is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
191 institutions opened new positions in ROKU during Q2 2026, while 107 fully exited. 439 added to existing positions and 132 trimmed.
ROKU institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of +95 holders.
The top 10 institutions account for 43.6% of all reported 13F value in ROKU, and the top 25 account for 63.4%.
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.
Roku, Inc. (ROKU) Institutional Ownership