DaveManuel.com · Institutional Ownership · Who Owns It
ROOT INC (ROOT)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
165
Reporting holders
$579.4M
Reported value
4.0%
Calls
4.8%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | $68.9M | 1,232,607 | 3.36% | 11q | HELD |
| T. Rowe Price Investment Management, Inc. | $68.3M | 1,220,908 | 0.04% | 7q | +3.0%+$2.0M |
| BlackRock, Inc. | $64.3M | 1,149,263 | 0.00% | 8q | +9.4%+$5.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.5M | 528,317 | 0.00% | 2q | +2.3%+$653.4K |
| FINDELL CAPITAL MANAGEMENT LLC | $25.7M | 460,000 | 3.62% | 5q | +22.7%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $19.3M | 345,379 | 0.00% | 16q | +8.1%+$1.4M |
| CITADEL ADVISORS LLC | $19.2M incl. $14.3M options CALL+PUT | 87,598 | 0.00% | 16q | +350.4%+$14.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.2M incl. $14.9M options CALL+PUT | 77,403 | 0.00% | 16q | +27.4%+$4.1M |
| STATE STREET CORP | $16.3M | 290,772 | 0.00% | 16q | +9.3%+$1.4M |
| Galileo (PTC) Ltd | $14.1M | 252,669 | 1.28% | 16q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $13.7M | 245,281 | 0.02% | 16q | +2.7%+$363.5K |
| IMC-Chicago, LLC | $11.5M incl. $9.9M options CALL+PUT | 29,441 | 0.00% | 9q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $11.4M | 203,234 | 0.15% | 5q | +46.2%+$3.6M |
| Quinn Opportunity Partners LLC | $9.6M | 171,176 | 0.44% | 4q | +143.4%+$5.6M |
| JANE STREET GROUP, LLC | $9.3M incl. $4.3M options CALL+PUT | 89,493 | 0.00% | 11q | HELD |
| Tairen Capital Ltd | $9.0M | 160,798 | 0.79% | 6q | HELD |
| Dragoneer Investment Group, LLC | $8.6M | 154,320 | 0.30% | 16q | HELD |
| MORGAN STANLEY | $8.3M | 148,225 | 0.00% | 16q | +5.1%+$399.7K |
| GOLDMAN SACHS GROUP INC | $8.1M | 144,306 | 0.00% | 12q | -3.4%-$280.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $7.0M | 125,904 | 0.00% | 7q | +1.9%+$133.1K |
| NORTHERN TRUST CORP | $6.7M | 120,334 | 0.00% | 16q | +10.0%+$611.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.1M | 109,270 | 0.00% | 10q | +1.5%+$88.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.0M | 106,983 | 0.00% | 2q | +17.7%+$898.5K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 105,524 | 0.00% | 16q | -17.3%-$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $5.4M | 97,201 | 0.00% | 2q | +6.6%+$336.2K |
| Walleye Trading LLC | $5.1M incl. $4.3M options CALL+PUT | 13,354 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 87,818 | 0.00% | 7q | -10.6%-$583.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.9M | 87,223 | 0.00% | 13q | -42.0%-$3.5M |
| TUDOR INVESTMENT CORP ET AL | $4.7M incl. $212.5K options CALL | 79,805 | 0.01% | 7q | +110.5%+$2.5M |
| UBS Group AG | $4.6M | 82,826 | 0.00% | 16q | +42.4%+$1.4M |
| Capital Research Global Investors | $4.3M | 77,533 | 0.00% | 6q | -83.7%-$22.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.9M | 69,702 | 0.00% | 9q | +5.1%+$189.5K |
| JPMORGAN CHASE & CO | $3.6M incl. $1.3M options CALL | 40,494 | 0.00% | 16q | -20.0%-$910.1K |
| CITIGROUP INC | $3.3M | 59,703 | 0.00% | 16q | -2.4%-$83.6K |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 53,263 | 0.00% | 2q | +75.0%+$1.3M |
| CANNELL CAPITAL LLC | $2.9M | 52,331 | 1.96% | 2q | HELD |
| BARCLAYS PLC | $2.9M | 51,907 | 0.00% | 9q | -2.1%-$61.7K |
| Jump Financial, LLC | $2.7M | 48,537 | 0.02% | new | NEW |
| MARSHALL WACE, LLP | $2.7M | 48,371 | 0.00% | 10q | +204.7%+$1.8M |
| HB Wealth Management, LLC | $2.7M | 47,396 | 0.01% | 6q | HELD |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 43,696 | 0.00% | 8q | -70.6%-$5.9M |
| AQR CAPITAL MANAGEMENT LLC | $2.4M | 42,798 | 0.00% | 8q | +101.1%+$1.2M |
| Bank of New York Mellon Corp | $2.2M | 39,090 | 0.00% | 9q | +8.2%+$165.0K |
| Nuveen, LLC | $1.8M | 32,426 | 0.00% | 6q | +28.8%+$405.3K |
| Trinity Financial Advisors LLC | $1.8M | 31,984 | 0.46% | 12q | HELD |
| Russell Investments Group, Ltd. | $1.7M | 31,084 | 0.00% | 13q | +2629.1%+$1.7M |
| Prosperitas Financial LLC | $1.5M | 27,411 | 0.49% | 3q | +4.4%+$64.3K |
| Diametric Capital, LP | $1.5M | 26,994 | 0.16% | 3q | -7.6%-$124.1K |
| AMERICAN CENTURY COMPANIES INC | $1.5M | 25,933 | 0.00% | 6q | +9.1%+$121.2K |
| BloombergSen Inc. | $1.4M | 25,566 | 0.11% | 3q | HELD |
| Trexquant Investment LP | $1.4M | 24,809 | 0.01% | 12q | -69.1%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 24,077 | 0.00% | 7q | +15.4%+$180.2K |
| Voleon Capital Management LP | $1.2M | 22,345 | 0.02% | 3q | -30.9%-$559.4K |
| Swiss National Bank | $1.2M | 22,100 | 0.00% | 9q | +2.8%+$33.6K |
| GMT Capital Corp | $1.2M | 20,900 | 0.06% | new | NEW |
| FEDERATED HERMES, INC. | $1.2M | 20,732 | 0.00% | 6q | -66.9%-$2.3M |
| TD Asset Management Inc | $1.1M | 19,288 | 0.00% | 7q | HELD |
| RHUMBLINE ADVISERS | $901.9K | 16,128 | 0.00% | 16q | +10.1%+$82.4K |
| GROUP ONE TRADING LLC | $827.6K CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| RBF Capital, LLC | $816.4K | 14,600 | 0.03% | 10q | HELD |
| XTX Topco Ltd | $801.8K | 14,338 | 0.01% | 5q | -13.8%-$128.3K |
| DEUTSCHE BANK AG\ | $793.4K | 14,189 | 0.00% | 16q | +24.8%+$157.6K |
| Walleye Capital LLC | $707.1K incl. $44.7K options CALL | 11,844 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $687.7K | 12,298 | 0.00% | 16q | +168.5%+$431.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $686.6K | 12,278 | 0.00% | 9q | HELD |
| Quantinno Capital Management LP | $657.3K | 11,754 | 0.00% | 2q | -43.6%-$507.4K |
| Vident Advisory, LLC | $650.5K | 11,633 | 0.00% | new | NEW |
| CREDIT AGRICOLE S A | $615.1K | 11,000 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $609.5K CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $588.8K | 10,530 | 0.00% | 5q | -57.0%-$779.6K |
| ALLIANCEBERNSTEIN L.P. | $553.0K | 12,520 | 0.00% | 9q | +58.1%+$203.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $551.0K | 9,853 | 0.00% | 5q | +2.8%+$15.0K |
| Legal & General Group Plc | $525.1K | 9,390 | 0.00% | 9q | +4.6%+$23.1K |
| Invesco Ltd. | $496.7K | 8,883 | 0.00% | 7q | -33.0%-$244.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $483.3K | 8,643 | 0.00% | 2q | -28.2%-$190.1K |
| MetLife Investment Management, LLC | $456.6K | 8,166 | 0.00% | 9q | +13.5%+$54.4K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $444.8K | 7,955 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $444.6K | 7,950 | 0.01% | 9q | HELD |
| Balyasny Asset Management L.P. | $427.3K | 7,642 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $421.6K | 7,539 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $401.3K | 7,177 | 0.00% | 2q | -14.2%-$66.4K |
| Dynamic Technology Lab Private Ltd | $397.0K | 7,096 | 0.09% | 2q | +13.6%+$47.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $393.2K | 7,031 | 0.03% | new | NEW |
| State of Alaska, Department of Revenue | $393.0K | 7,045 | 0.00% | 4q | HELD |
| HRT FINANCIAL LP | $391.0K incl. $391.0K options OPT | 7,000 | 0.00% | 4q | -5.4%-$22.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $391.0K | 6,992 | 0.00% | 2q | HELD |
| Requisite Capital Management, LLC | $382.7K | 6,844 | 0.06% | 5q | HELD |
| Kerrisdale Advisers, LLC | $371.9K | 6,650 | 0.09% | 2q | -2.6%-$10.1K |
| PEAK6 LLC | $363.5K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| LPL Financial LLC | $342.8K | 6,130 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $335.5K CALL | options only | 0.00% | new | OPTIONS |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $331.7K | 5,932 | 0.00% | 8q | +3.0%+$9.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | $318.7K | 5,700 | 0.00% | 3q | -3.4%-$11.2K |
| Aquatic Capital Management LLC | $309.0K | 5,525 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $309.0K | 5,525 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $307.6K | 5,500 | 0.00% | 9q | -85.0%-$1.7M |
| Creative Planning | $293.8K | 5,254 | 0.00% | new | NEW |
| Mariner, LLC | $293.8K | 5,255 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $292.6K | 5,254 | 0.00% | 6q | +3.7%+$10.5K |
| Freestone Grove Partners LP | $288.0K | 5,150 | 0.00% | 2q | -30.5%-$126.7K |
Showing the largest 100 of 165 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-08-31 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $4.7M | 102,218 | 7 | 4 | 4 | 0.0% |
| Q2 2026 | 165 | $579.4M | 9,444,808 | 36 | 58 | 36 | 8.9% |
| Q1 2026 | 156 | $468.6M | 9,721,272 | 24 | 51 | 39 | 8.4% |
| Q4 2025 | 181 | $838.4M | 10,395,375 | 27 | 56 | 50 | 10.0% |
| Q3 2025 | 190 | $962.5M | 9,506,588 | 39 | 67 | 51 | 11.6% |
| Q2 2025 | 207 | $1.5B | 9,435,751 | 56 | 84 | 39 | 18.6% |
| Q1 2025 | 183 | $1.3B | 7,901,466 | 71 | 31 | 50 | 15.9% |
| Q4 2024 | 133 | $644.3M | 7,374,738 | 44 | 39 | 25 | 16.9% |
| Q3 2024 | 107 | $315.4M | 7,499,907 | 27 | 34 | 21 | 10.1% |
| Q2 2024 | 103 | $427.3M | 7,386,696 | 33 | 28 | 27 | 10.8% |
| Q1 2024 | 89 | $432.3M | 6,234,016 | 35 | 18 | 21 | 11.9% |
| Q4 2023 | 67 | $68.6M | 6,092,665 | 10 | 22 | 10 | 6.9% |
| Q3 2023 | 60 | $61.1M | 5,903,040 | 10 | 10 | 15 | 8.1% |
| Q2 2023 | 68 | $59.3M | 5,680,246 | 22 | 7 | 20 | 14.3% |
| Q1 2023 | 71 | $30.2M | 6,225,417 | 7 | 14 | 22 | 6.9% |
| Q4 2022 | 86 | $31.9M | 6,534,137 | 23 | 17 | 31 | 7.9% |
| Q3 2022 | 84 | $64.3M | 6,370,505 | 84 | 0 | 2 | 21.9% |
| Q2 2022 | 111 | $145.3M | 116,972,739 | 27 | 29 | 25 | 4.2% |
| Q1 2022 | 111 | $308.8M | 148,581,303 | 23 | 33 | 26 | 5.2% |
| Q4 2021 | 106 | $516.4M | 161,707,338 | 34 | 29 | 17 | 2.9% |
| Q3 2021 | 101 | $341.1M | 57,655,131 | 28 | 36 | 16 | 10.8% |
| Q2 2021 | 96 | $739.8M | 61,362,997 | 38 | 24 | 13 | 10.3% |
| Q1 2021 | 78 | $685.9M | 50,340,507 | 27 | 20 | 18 | 6.6% |
| Q4 2020 | 77 | $830.5M | 50,484,760 | 80 | 0 | 0 | 4.5% |