ROKU — Roku Inc Institutional Holders · Q3 2026

Name: Who Owns ROKU? 29 Institutions Hold $47M (Q3 2026)
Creator: ko.io

Who owns Roku Inc (ROKU)? 29 institutions reported holding $46.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($39.7M), CenterStar Asset Management, LLC ($2.0M), Titleist Asset Management, LLC ($1.3M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$39.7M	260,792	Trimmed
2	CenterStar Asset Management, LLC	$2.0M	13,200	Trimmed
3	TITLEIST ASSET MANAGEMENT, LLC	$1.3M	8,782	Trimmed
4	Apella Capital, LLC	$1.0M	6,752	Added
5	Versant Capital Management, Inc	$735,056	4,827	Added
6	GAMMA Investing LLC	$571,355	3,752	Added
7	Farther Finance Advisors, LLC	$563,582	3,701	Added
8	Wedmont Private Capital	$362,069	2,354	Added
9	Everhart Financial Group, Inc.	$242,734	1,594	Trimmed
10	CoreCap Advisors, LLC	$102,484	673	Added
11	ELEVATION WEALTH PARTNERS, LLC	$73,856	485	Added
12	Rosenberg Matthew Hamilton	$43,400	285	Hold
13	CX Institutional	$43,000	281	Added
14	AMERICAN NATIONAL BANK & TRUST	$30,456	200	Hold
15	EASTERN BANK	$24,365	160	Hold
16	MassMutual Private Wealth & Trust, FSB	$24,060	158	Added
17	GK Wealth Management LLC	$13,553	89	New
18	GoalVest Advisory LLC	$11,573	76	New
19	TOMPKINS FINANCIAL CORP	$9,594	63	Hold
20	Wealth Enhancement Trust Services, Inc.	$5,787	38	Trimmed
21	Retirement Wealth Solutions LLC	$4,569	30	Hold
22	Marquette Asset Management, LLC	$2,589	17	Hold
23	Roxbury Financial LLC	$1,371	9	Hold
24	Planning Strategies Inc.	$609	4	Added
25	Davis Capital Management	$457	3	New

Source: SEC Form 13F filings · as of 2026-09-30