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HomeStocksROKUInstitutional Holders

ROKU logoRoku, Inc. (ROKU) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership decreased this quarter (-0.36 pp), representing a broadly distributed shareholder base.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
82.3%$16.4B total value · ▼ 0.36 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
70 / 100Bullish
Institutions & Flow790 holders+84 net flow (+191 / -107)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+84)
  • Marquee funds including Susquehanna International Group, Llp and Citadel Advisors Llc maintain significant positions
  • Top 10 holders control 43.6% of institutional value
  • No Insider Signal

Top Institutional Holders of ROKU

Ranked by reported Q2 2026 13F market value

Top 10 Holders
43.6%
Top 25 Holders
63.4%

Share of total reported institutional value in ROKU held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.13.4M$1.85B+80.2%9.021%0.03%
2VANGUARD CAPITAL MANAGEMENT LLC5.9M$818.6M+0.9%3.995%0.02%
3VANGUARD PORTFOLIO MANAGEMENT LLC5.9M$811.7M-9.0%3.961%

Quarterly Institutional Activity

Filings activity in ROKU during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers191Added To439Trimmed132Exited107
  • BlackRock, Inc.$1.85B
  • VANGUARD CAPITAL MANAGEMENT LLC$818.6M
  • VANGUARD PORTFOLIO MANAGEMENT LLC

ROKU Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026790+14%82.27%0.36 pp$16.39B+47%
Q1 2026695+0.1%82.63%4.02 pp$11.18B21%
Q4 2025694+14%86.65%+0.29 pp$14.17B9.8%
Q3 2025608+9.5%86.36%+0.70 pp$15.71B+56%
Q2 20255552.3%85.66%+5.22 pp$10.06B+30%
Q1 2025568

ROKU — Frequently Asked Questions

Quick answers to the most common questions about buying ROKU stock.

What percentage of ROKU is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Roku, Inc. stands at 82.3%, held across 790 reporting institutions.

Who is the largest institutional holder of ROKU?

BlackRock, Inc. is the largest reported institutional holder of ROKU, with approximately 13,381,980 shares worth $1.85B as of Q2 2026.

Is ROKU a hedge fund favorite?

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.

What is ROKU's Smart Money Score?

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.

How many institutions bought ROKU this quarter?
0.04%
4FMR LLC5.3M$733.6M-68.8%3.580%0.03%
5Pentwater Capital Management LP4.3M$597.5M—2.916%3.65%
6STATE STREET CORP4.1M$568.5M+81.9%2.774%0.01%
7GOLDMAN SACHS GROUP INC3.4M$470.3M+52.7%2.295%0.04%
8BALYASNY ASSET MANAGEMENT L.P.3.4M$469.1M+938.5%2.289%0.58%
9GEODE CAPITAL MANAGEMENT, LLC3.1M$424.0M+10.2%2.066%0.02%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP2.9M$399.2M-24.7%1.948%0.03%
11CITADEL ADVISORS LLC2.6M$359.7M+32.7%1.755%0.02%
12MILLENNIUM MANAGEMENT LLC2.1M$296.7M+274.9%1.448%0.11%
13SCHRODER INVESTMENT MANAGEMENT GROUP2.1M$286.3M-10.2%1.397%0.20%
14UBS Group AG1.9M$261.5M+67.7%1.276%0.03%
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.8M$254.6M-9.6%1.242%0.11%
16Qube Research & Technologies Ltd1.7M$229.5M+17.3%1.120%0.21%
17JANE STREET GROUP, LLC1.6M$223.8M-43.5%1.092%0.02%
18FRED ALGER MANAGEMENT, LLC1.6M$220.6M+0.4%1.076%0.74%
19RENAISSANCE TECHNOLOGIES LLC1.4M$196.8M-9.0%0.960%0.27%
20BANK OF AMERICA CORP /DE/1.2M$172.6M+15.4%0.842%0.01%
21HBK INVESTMENTS L P1.2M$163.6M—0.798%0.80%
22MORGAN STANLEY1.1M$156.8M-34.4%0.765%0.01%
23NORTHERN TRUST CORP1.1M$149.1M+57.2%0.728%0.02%
24AQR CAPITAL MANAGEMENT LLC1.0M$142.8M-41.5%0.703%0.05%
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC959K$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.

$811.7M
  • STATE STREET CORP$568.5M
  • GOLDMAN SACHS GROUP INC$470.3M
  • BALYASNY ASSET MANAGEMENT L.P.$469.1M
  • GEODE CAPITAL MANAGEMENT, LLC$424.0M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$399.2M
  • CITADEL ADVISORS LLC$359.7M
  • MILLENNIUM MANAGEMENT LLC$296.7M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$286.3M
  • UBS Group AG$261.5M
  • +8.0%
    80.44%
    1.71 pp
    $7.74B
    8.3%
    Q4 2024526+1.7%82.15%+9.80 pp$8.45B+9.3%
    Q3 2024517—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.

    191 institutions opened new positions in ROKU during Q2 2026, while 107 fully exited. 439 added to existing positions and 132 trimmed.

    How is institutional ownership of ROKU changing?

    ROKU institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of +95 holders.

    How concentrated is ROKU ownership among the top holders?

    The top 10 institutions account for 43.6% of all reported 13F value in ROKU, and the top 25 account for 63.4%.

    Where does this ROKU institutional ownership data come from?

    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.

    ROKURoku, Inc.
    $160.52$23.8B
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