Who owns Roku (ROKU)
Which tracked institutional funds hold ROKU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROKU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
135 tracked funds added or opened ROKU while 200 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ROKU’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ROKU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ROKU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 691 tracked filers holding ROKU, 370 increased or opened the position and 332 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ROKU between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- VANGUARD PORTFOLIO MANAGEMENT LLC$611M
- VANGUARD CAPITAL MANAGEMENT LLC$556M
- SCHRODER INVESTMENT MANAGEMENT GROUP$218M
- VANGUARD FIDUCIARY TRUST CO$77M
- Alua Capital Management LP$45M
- Junto Capital Management LP$38M
Full exits 46
- VANGUARD GROUP INC$1.4B
- TWO SIGMA ADVISERS, LP$166M
- Artisan Partners Limited Partnership$63M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$37M
- Interval Partners, LP$21M
- Driehaus Capital Management LLC$19M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$126M
- FMR LLC$124M
- JANUS HENDERSON GROUP PLC$73M
- CITADEL ADVISORS LLC$56M
- BNP PARIBAS FINANCIAL MARKETS$45M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$45M
Largest trims
- ARK Investment Management LLC$277M
- BlackRock, Inc.$211M
- BALYASNY ASSET MANAGEMENT L.P.$154M
- AQR CAPITAL MANAGEMENT LLC$146M
- Sumitomo Mitsui Trust Group, Inc.$145M
- Amova Asset Management Americas, Inc.$144M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,381,980 | $1.8B | 13.3% | 2026-Q2 |
| FMR LLC trimmed | 5,310,616 | $734M | 5.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,458,259 | $611M | 4.4% | 2026-Q1 |
| Pentwater Capital Management LP new | 4,325,000 | $597M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 4,115,278 | $568M | 4.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,876,046 | $556M | 4.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,147,789 | $435M | 3.1% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 3,820,405 | $361M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,780,900 | $263M | 1.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,883,645 | $260M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,822,022 | $252M | 1.8% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 2,521,078 | $239M | 1.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,308,014 | $218M | 1.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,424,300 | $197M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,038,347 | $193M | 1.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,874,369 | $177M | 1.3% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 1,848,889 | $175M | 1.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,777,966 | $168M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,730,796 | $164M | 1.2% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 1,591,123 | $151M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,043,354 | $143M | 1.0% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 1,472,268 | $139M | 1.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,400,958 | $133M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,333,685 | $126M | 0.9% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,178,219 | $111M | 0.8% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,162,051 | $110M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 795,704 | $110M | 0.8% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 774,475 | $107M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,082,755 | $102M | 0.7% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP trimmed | 961,220 | $91M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 955,925 | $90M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 954,524 | $90M | 0.7% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 834,619 | $79M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 815,019 | $77M | 0.6% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 759,009 | $72M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 750,581 | $71M | 0.5% | 2026-Q1 |
| Amundi added | 747,891 | $71M | 0.5% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 743,529 | $70M | 0.5% | 2026-Q1 |
| Magnetar Financial LLC added | 507,080 | $70M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 717,471 | $68M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 686,658 | $65M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 686,045 | $65M | 0.5% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 465,000 | $64M | 0.5% | 2026-Q2 |
| Man Group plc added | 654,173 | $62M | 0.4% | 2026-Q1 |
| Woodline Partners LP added | 624,059 | $59M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 585,447 | $55M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 571,310 | $54M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 579,077 | $54M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 501,929 | $47M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 496,165 | $47M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 330,059 | $46M | 0.3% | 2026-Q2 |
| Alua Capital Management LP trimmed | 474,200 | $45M | 0.3% | 2026-Q1 |
| OSSIAM | 461,127 | $44M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 443,999 | $42M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 436,377 | $41M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 415,100 | $39M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 277,600 | $38M | 0.3% | 2026-Q2 |
| Junto Capital Management LP new | 402,630 | $38M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 392,274 | $37M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 393,870 | $37M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 388,680 | $37M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 367,552 | $35M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 251,307 | $35M | 0.3% | 2026-Q2 |
| Walleye Capital LLC trimmed | 362,062 | $34M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 350,045 | $33M | 0.2% | 2026-Q1 |
| Sessa Capital IM, L.P. | 350,000 | $33M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 347,225 | $33M | 0.2% | 2026-Q1 |
| Empirical Capital Management, LLC added | 345,661 | $33M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 329,672 | $31M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 223,069 | $31M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 298,679 | $28M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 279,755 | $26M | 0.2% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 272,337 | $26M | 0.2% | 2026-Q1 |
| Duquesne Family Office LLC trimmed | 184,055 | $25M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 261,387 | $25M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 260,774 | $25M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 258,800 | $24M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 245,468 | $23M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 155,800 | $22M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 225,588 | $21M | 0.2% | 2026-Q1 |
| Benchstone Capital Management LP new | 222,735 | $21M | 0.2% | 2026-Q1 |
| Meridiem Capital Partners LP added | 221,159 | $21M | 0.2% | 2026-Q1 |
| NORGES BANK added | 151,471 | $21M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 223,612 | $20M | 0.1% | 2026-Q1 |
| Crawford Fund Management, LLC added | 202,800 | $19M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 200,961 | $19M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 199,739 | $19M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 198,625 | $19M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 197,130 | $19M | 0.1% | 2026-Q1 |
| Beck Bode, LLC trimmed | 194,570 | $18M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,987,786 | $1.4B | 10.2% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO trimmed | 2,489,007 | $175M | 1.3% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,529,800 | $166M | 1.2% | 2025-Q4 stale |
| CADIAN CAPITAL MANAGEMENT, LP trimmed | 955,876 | $84M | 0.6% | 2025-Q2 stale |
| Artisan Partners Limited Partnership added | 577,646 | $63M | 0.5% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 343,044 | $37M | 0.3% | 2025-Q4 stale |
| Hyperion Asset Management Ltd trimmed | 342,221 | $24M | 0.2% | 2025-Q1 stale |
| Interval Partners, LP new | 189,327 | $21M | 0.1% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 179,485 | $19M | 0.1% | 2025-Q4 stale |
| Jain Global LLC added | 167,616 | $18M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.