Ranked by reported Q1 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 | FMR LLC | 17.0M | $1.61B | +24.3% | 11.518% | 0.09% |
| 2 | BlackRock, Inc. | 7.4M | $702.7M | +7.0% | 5.028% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | $611.1M | — | 4.373% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $556.0M | — | 3.978% | 0.01% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.8M | $363.1M | -31.1% | 2.599% | 0.04% |
| 6 | ARK Investment Management LLC | 3.8M | $361.5M | -35.0% | 2.587% | 2.81% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $263.5M | +12.9% | 1.883% | 0.02% |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.3M | $218.4M | — | 1.563% | 0.18% |
| 9 | STATE STREET CORP | 2.3M | $214.1M | +2.1% | 1.532% | 0.01% |
| 10 | GOLDMAN SACHS GROUP INC | 2.2M | $210.9M | +6.0% | 1.510% | 0.02% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.0M | $192.9M | +229.5% | 1.380% | 0.10% |
| 12 | CITADEL ADVISORS LLC | 2.0M | $185.7M | -30.9% | 1.329% | 0.09% |
| 13 | Sumitomo Mitsui Trust Holdings, Inc. | 1.9M | $177.4M | -36.9% | 1.269% | 0.11% |
| 14 | Nikko Asset Management Americas, Inc. | 1.8M | $174.9M | -37.1% | 1.252% | 2.47% |
| 15 | Squarepoint Ops LLC | 1.8M | $168.2M | +31.0% | 1.204% | 0.22% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 1.8M | $164.4M | -37.7% | 1.207% | 0.08% |
| 17 | MORGAN STANLEY | 1.7M | $163.8M | +39.0% | 1.172% | 0.01% |
| 18 | BNP PARIBAS ARBITRAGE, SA | 1.4M | $154.5M | +72.4% | 0.950% | 0.08% |
| 19 | FRED ALGER MANAGEMENT, LLC | 1.6M | $150.6M | +11.9% | 1.077% | 0.66% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 1.6M | $148.1M | +22.8% | 1.060% | 0.23% |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.5M | $139.3M | -2.5% | 0.997% | 0.59% |
| 22 | Qube Research & Technologies Ltd | 1.4M | $134.0M | -3.3% | 0.959% | 0.16% |
| 23 | TWO SIGMA INVESTMENTS, LP | 1.2M | $112.7M | -36.0% | 0.806% | 0.09% |
| 24 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.2M | $111.5M | +5.9% | 0.798% | 0.47% |
| 25 | Assenagon Asset Management S.A. | 1.2M | $110.0M | +24.7% | 0.787% | 0.18% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 678 | 0.1% | 50.54% | 13.45 pp | $10.72B | 21% |
| Q4 2025 | 679 | +16% | 63.99% | 7.60 pp | $13.58B | 11% |
| Q3 2025 | 587 | +5.8% | 71.59% | +24.19 pp | $15.19B | +51% |
| Q2 2025 | 555 | 2.3% | 47.40% | +10.90 pp | $10.06B | +30% |
| Q1 2025 | 568 | +8.0% | 36.50% | 3.31 pp | $7.74B | 8.3% |
| Q4 2024 | 526 | +1.7% | 39.81% | +3.38 pp | $8.45B | +9.3% |
| Q3 2024 | 517 | +2.0% | 36.43% | +1.62 pp | $7.73B | +4.7% |
| Q2 2024 | 507 | — | 34.81% | — | $7.39B | — |
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 Q1 2026 13F filings, institutional ownership of Roku, Inc. stands at 50.5%, held across 678 reporting institutions.
FMR LLC is the largest reported institutional holder of ROKU, with approximately 17,011,060 shares worth $1.61B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of ROKU, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, ARK Investment Management LLC, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ROKU is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
128 institutions opened new positions in ROKU during Q1 2026, while 129 fully exited. 167 added to existing positions and 378 trimmed.
ROKU institutional ownership fell by 13.45 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 47.7% of all reported 13F value in ROKU, and the top 25 account for 69.0%.
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