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-Q2 13F filings (latest filed 2026-09-22). 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
318 tracked funds added or opened ROKU while 149 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 735 tracked filers holding ROKU, 413 increased or opened the position and 383 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 102
- Pentwater Capital Management LP$597M
- HBK INVESTMENTS L P$164M
- AQR Arbitrage LLC$114M
- TIG Advisors, LLC$98M
- LMR Partners LLP$75M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$66M
Full exits 71
- ACADIAN ASSET MANAGEMENT LLC$239M
- JACOBS LEVY EQUITY MANAGEMENT, INC$139M
- JANUS HENDERSON GROUP PLC$79M
- Amundi$71M
- Holocene Advisors, LP$70M
- Alua Capital Management LP$45M
Largest adds
- BlackRock, Inc.$1.3B
- BALYASNY ASSET MANAGEMENT L.P.$413M
- STATE STREET CORP$354M
- GOLDMAN SACHS GROUP INC$276M
- VANGUARD CAPITAL MANAGEMENT LLC$263M
- MILLENNIUM MANAGEMENT LLC$227M
Largest trims
- FMR LLC$874M
- ARK Investment Management LLC$279M
- BNP PARIBAS FINANCIAL MARKETS$99M
- TWO SIGMA INVESTMENTS, LP$96M
- Amova Asset Management Americas, Inc.$95M
- Sumitomo Mitsui Trust Group, Inc.$91M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,381,980 | $1.8B | 13.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,926,115 | $819M | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,875,815 | $812M | 5.9% | 2026-Q2 |
| FMR LLC trimmed | 5,310,616 | $734M | 5.4% | 2026-Q2 |
| Pentwater Capital Management LP new | 4,325,000 | $597M | 4.4% | 2026-Q2 |
| STATE STREET CORP added | 4,115,278 | $568M | 4.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,147,789 | $435M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,064,548 | $424M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,649,231 | $366M | 2.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,072,383 | $286M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,883,645 | $260M | 1.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,842,808 | $255M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,822,022 | $252M | 1.8% | 2026-Q2 |
| UBS Group AG added | 1,687,090 | $233M | 1.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,644,254 | $227M | 1.7% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 1,596,717 | $221M | 1.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,424,300 | $197M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,249,181 | $173M | 1.3% | 2026-Q2 |
| HBK INVESTMENTS L P new | 1,184,334 | $164M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,135,256 | $157M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,079,602 | $149M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,043,354 | $143M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 959,426 | $133M | 1.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 935,595 | $129M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 846,334 | $117M | 0.9% | 2026-Q2 |
| AQR Arbitrage LLC new | 831,445 | $114M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 795,704 | $110M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 780,902 | $108M | 0.8% | 2026-Q2 |
| Man Group plc added | 780,178 | $108M | 0.8% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 774,475 | $107M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 761,663 | $105M | 0.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 734,031 | $101M | 0.7% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 716,557 | $99M | 0.7% | 2026-Q2 |
| TIG Advisors, LLC new | 708,275 | $98M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 669,221 | $92M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 643,255 | $61M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 641,166 | $88M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 636,394 | $71M | 0.5% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 626,984 | $87M | 0.6% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 595,880 | $82M | 0.6% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 576,072 | $80M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 556,047 | $77M | 0.6% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 550,804 | $76M | 0.6% | 2026-Q2 |
| LMR Partners LLP added | 543,226 | $75M | 0.5% | 2026-Q2 |
| Magnetar Financial LLC added | 507,080 | $70M | 0.5% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 477,467 | $66M | 0.5% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 465,000 | $64M | 0.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 451,374 | $62M | 0.5% | 2026-Q2 |
| Sculptor Capital LP new | 438,000 | $61M | 0.4% | 2026-Q2 |
| ING GROEP NV added | 423,400 | $58M | 0.4% | 2026-Q2 |
| Kryger Capital LLC new | 415,486 | $57M | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 380,826 | $53M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 356,570 | $49M | 0.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 355,914 | $51M | 0.4% | 2026-Q2 |
| Sessa Capital IM, L.P. | 350,000 | $48M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 342,559 | $47M | 0.3% | 2026-Q2 |
| Capital Impact Advisors, LLC added | 340,273 | $47M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 330,059 | $46M | 0.3% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 328,250 | $45M | 0.3% | 2026-Q2 |
| Calamos Advisors LLC new | 325,000 | $45M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 325,000 | $45M | 0.3% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 320,000 | $44M | 0.3% | 2026-Q2 |
| Empyrean Capital Partners, LP new | 320,000 | $44M | 0.3% | 2026-Q2 |
| Westchester Capital Management, LLC new | 314,488 | $43M | 0.3% | 2026-Q2 |
| J. Goldman & Co LP added | 311,109 | $43M | 0.3% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 305,080 | $42M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 302,097 | $42M | 0.3% | 2026-Q2 |
| Ardmore Road Asset Management LP added | 297,000 | $41M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 296,534 | $41M | 0.3% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 292,770 | $40M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 292,220 | $40M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 291,652 | $40M | 0.3% | 2026-Q2 |
| Birnam Oak Advisors, LP new | 290,000 | $40M | 0.3% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 283,003 | $39M | 0.3% | 2026-Q2 |
| Woodline Partners LP trimmed | 279,500 | $39M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 277,600 | $38M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 270,200 | $37M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO new | 266,609 | $37M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 262,300 | $36M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 251,307 | $35M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 250,148 | $35M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 241,559 | $33M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 241,286 | $33M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 240,342 | $33M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 237,837 | $33M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 231,667 | $32M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 223,069 | $31M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 213,065 | $29M | 0.2% | 2026-Q2 |
| FIL Ltd added | 208,987 | $29M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 204,131 | $28M | 0.2% | 2026-Q2 |
| Centiva Capital, LP added | 197,816 | $27M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 195,796 | $27M | 0.2% | 2026-Q2 |
| Duquesne Family Office LLC trimmed | 184,055 | $25M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 183,900 | $25M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 176,694 | $24M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama new | 174,105 | $24M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 171,979 | $24M | 0.2% | 2026-Q2 |
| Sand Grove Capital Management LLP new | 166,158 | $23M | 0.2% | 2026-Q2 |
| WATER ISLAND CAPITAL LLC new | 164,890 | $23M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 164,838 | $23M | 0.2% | 2026-Q2 |
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.