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Roche Holdings LTD (RHHBY)

CUSIP: 771195104 | US | Healthcare · Drug Manufacturers - General | Mega Cap | 500 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Saratoga Research & Investment Management1,152,582
3.3% of portfolio›$59.8M
Boston Common Asset Management, LLC350,571
1.1% of portfolio›$18.2M
Altrius Capital Management Inc212,885
2.0% of portfolio›$11.0M
Sterling Capital Management LLC58,834
0.1% of portfolio›$3.1M
Kornitzer Capital Management Inc57,273
0.1% of portfolio›$3.0M
First Command Advisory Services, Inc.37,694
0.0% of portfolio›$2.0M
Wallington Asset Management, LLC36,389
0.2% of portfolio›$1.9M
Gamma Investing LLC33,458
0.1% of portfolio›$1.7M
Associated Banc-Corp33,295
0.0% of portfolio›$1.7M
Confluence Investment Management LLC21,098
0.0% of portfolio›$1.1M
Verity Asset Management, Inc.18,242
0.4% of portfolio›$946.4K
Yousif Capital Management, LLC14,535
0.0% of portfolio›$759.7K
Wendell David Associates Inc10,900
0.0% of portfolio›$565
Fulton Bank, N.A.10,751
0.0% of portfolio›$561.9K
Sentinel Trust Co LBA9,070
0.0% of portfolio›$474
Canopy Partners, LLC7,644
0.1% of portfolio›$396.6K
Enterprise Financial Services Corp6,016
0.1% of portfolio›$312.1K
Archer Investment Corp5,598
0.1% of portfolio›$290.4K
Woodstock Corp4,732
0.0% of portfolio›$245.5K
John G Ullman & Associates Inc4,200
0.0% of portfolio›$217.9K
Albert D Mason Inc4,099
0.1% of portfolio›$212.7K
Pinnacle Wealth Management Advisory Group, LLC3,967
0.0% of portfolio›$205.8K
Meyer Handelman Co3,910
0.0% of portfolio›$204.4K
Oakworth Capital, Inc.1,373
0.0% of portfolio›$71.2K
Westside Investment Management, Inc.904
0.0% of portfolio›$47.2K
Ascentis Wealth Management, LLC498
0.0% of portfolio›$25.8K
Main Street Group, LTD400
0.0% of portfolio›$20.8K
Adirondack Trust Co354
0.0% of portfolio›$18.4K
Compass Financial Management LLC331
0.0% of portfolio›$17.2K
Asset Planning,Inc308
0.0% of portfolio›$16.0K
Gleason Group, Inc.182
0.0% of portfolio›$9.5K
Ascentis Independent Advisors170
0.0% of portfolio›$8.8K
Markowski Investments114
0.0% of portfolio›$5.9K
Horizon Financial Services, LLC54
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Saratoga Research & Investment Management
1,152,582$59.8M3.3%CoreLowSaratoga, CA2026-10-16
Boston Common Asset Management, LLC
350,571$18.2M1.1%CoreLowBoston, MA2026-10-13
Altrius Capital Management Inc
212,885$11.0M2.0%YieldMediumNew Bern, NC2026-11-05
Sterling Capital Management LLC
58,834$3.1M0.1%GARPMediumCharlotte, NC2026-10-22
Kornitzer Capital Management Inc
57,273$3.0M0.1%CoreLowShawnee Mission, KS2026-11-03
First Command Advisory Services, Inc.
37,694$2.0M0.0%IndexLowFort Worth, TX2026-11-05
Wallington Asset Management, LLC
36,389$1.9M0.2%CoreVery LowIndianapolis, IN2026-11-04
Gamma Investing LLC
33,458$1.7M0.1%IndexVery LowFoster City, CA2026-10-08
Associated Banc-Corp
33,295$1.7M0.0%CoreLowGreen Bay, WI2026-10-30
Confluence Investment Management LLC
21,098$1.1M0.0%ValueMediumSt. Louis, MO2026-10-01
Verity Asset Management, Inc.
18,242$946.4K0.4%CoreMediumDurham, NC2026-10-30
Yousif Capital Management, LLC
14,535$759.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Wendell David Associates Inc
10,900$5650.0%CoreVery LowPortsmouth, NH2026-10-27
Fulton Bank, N.A.
10,751$561.9K0.0%CoreLowLancaster, PA2026-10-14
Sentinel Trust Co LBA
9,070$4740.0%ETFVery LowHouston, TX2026-11-03
Canopy Partners, LLC
7,644$396.6K0.1%GrowthLowCincinnati, OH2026-10-28
Enterprise Financial Services Corp
6,016$312.1K0.1%CoreVery LowClayton, MO2026-11-03
Archer Investment Corp
5,598$290.4K0.1%CoreMediumCarmel, IN2026-11-05
Woodstock Corp
4,732$245.5K0.0%CoreVery LowBoston, MA2026-10-13
John G Ullman & Associates Inc
4,200$217.9K0.0%CoreLowCorning, NY2026-11-04
Albert D Mason Inc
4,099$212.7K0.1%CoreLowBoston, MA2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
3,967$205.8K0.0%GrowthLowRed Bank, NJ2026-10-23
Meyer Handelman Co
3,910$204.4K0.0%CoreLowRye Brook, NY2026-10-28
Oakworth Capital, Inc.
1,373$71.2K0.0%ETFLowBirmingham, AL2026-10-26
Westside Investment Management, Inc.
904$47.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Ascentis Wealth Management, LLC
498$25.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Main Street Group, LTD
400$20.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Adirondack Trust Co
354$18.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Compass Financial Management LLC
331$17.2K0.0%CoreN/ATampa, FL2026-10-30
Asset Planning,Inc
308$16.0K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Gleason Group, Inc.
182$9.5K0.0%ETFVery LowProspect, KY2026-10-15
Ascentis Independent Advisors
170$8.8K0.0%ETFLowDallas, TX2026-11-03
Markowski Investments
114$5.9K0.0%ETFN/ATampa, FL2026-10-30
Horizon Financial Services, LLC
54$2.8K0.0%ETFLowWinston Salem, NC2026-11-04