| 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.
| 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.
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.