Root, Inc. — Institutional Ownership
Which tracked institutions hold ROOT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
20
Funds holding
$128397495
Total value held
Buying
13 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $64266759 | 1149263 | +98936 | +9.42% |
| 2 | State Street Corp | $16259970 | 290772 | +24833 | +9.34% |
| 3 | Morgan Stanley | $8288743 | 148225 | +7148 | +5.07% |
| 4 | Goldman Sachs Group Inc | $8069591 | 144306 | -5011 | -3.36% |
| 5 | Northern Trust Corp | $6729077 | 120334 | +10926 | +9.99% |
| 6 | Bank Of America Corp /De/ | $5900902 | 105524 | -22057 | -17.29% |
| 7 | Ubs Group Ag | $4631629 | 82826 | +82826 | NEW BUY |
| 8 | Jpmorgan Chase & Co | $3636643 | 62994 | +12366 | +24.43% |
| 9 | Citigroup Inc | $3338592 | 59703 | -2402 | -3.87% |
| 10 | Barclays Plc | $2902639 | 51907 | -1104 | -2.08% |
| 11 | Raymond James Financial Inc | $1346386 | 24077 | +3222 | +15.45% |
| 12 | Federated Hermes, Inc. | $1159333 | 20732 | +20732 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $687705 | 12298 | +7718 | +168.52% |
| 14 | Invesco Ltd. | $496738 | 8883 | +8883 | NEW BUY |
| 15 | Truist Financial Corp | $401338 | 7177 | -1187 | -14.19% |
| 16 | Janus Henderson Group Plc | $223803 | 5068 | +5068 | NEW BUY |
| 17 | Royal Bank Of Canada | $52000 | 936 | +523 | +126.63% |
| 18 | Us Bancorp \De\ | $2460 | 44 | -16 | -26.67% |
| 19 | Zions Bancorporation, National Association /Ut/ | $2013 | 36 | +36 | NEW BUY |
| 20 | Pnc Financial Services Group, Inc. | $1174 | 21 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.