ROCHE HOLDING AG - RHHBY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | History | Reduced | 2,107,960 | 108,847 | 0.22% | 0.17% | 1 | -70,722 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Saratoga Research & Investment Management | History | Reduced | 1,832,770 | 94,515 | 4.95% | 4.18% | 2 | -87,315 | -4.55% | Q4 2025 | Feb 05, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 339,393 | 17,574 | 0.89% | 0.42% | 3 | -29,160 | -7.91% | Q4 2025 | Jan 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 256,122 | 13,262 | 0.22% | 0.18% | 4 | -4,174 | -1.6% | Q4 2025 | Jan 28, 2026 |
| Altrius Capital Management Inc | History | Reduced | 195,954 | 10,105 | 2.14% | 1.89% | 5 | -2,324 | -1.17% | Q4 2025 | Feb 02, 2026 |
| AR ASSET MANAGEMENT INC | History | Reduced | 107,700 | 5,554 | 1.13% | 0.95% | 6 | -300 | -0.28% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 99,199 | 5,115 | 0.0% | 0.0% | 7 | -2,087 | -2.06% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | New | 84,784 | 4,372 | 0.29% | — | 8 | +84,784 | New | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 76,017 | 4,137 | 0.05% | 0.03% | 9 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 79,732 | 4,112 | 0.06% | 0.02% | 10 | +49,633 | 164.9% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 70,685 | 3,660 | 0.06% | 0.05% | 11 | -7,923 | -10.08% | Q4 2025 | Feb 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 61,873 | 3,203 | 0.07% | 0.05% | 12 | -3,245 | -4.98% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | Added to | 58,927 | 3,051 | 0.06% | 0.05% | 13 | +1,046 | 1.81% | Q4 2025 | Jan 09, 2026 |
| S&CO INC | History | Added to | 53,444 | 2,767 | 0.17% | 0.13% | 14 | +1,290 | 2.47% | Q4 2025 | Feb 05, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Reduced | 49,304 | 2,542 | 1.33% | 1.19% | 15 | -5,049 | -9.29% | Q4 2025 | Feb 10, 2026 |
| TOWER BRIDGE ADVISORS | History | Reduced | 46,314 | 2,398 | 0.24% | 0.24% | 16 | -12,925 | -21.82% | Q4 2025 | Feb 13, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 43,807 | 2,259 | 0.29% | 0.24% | 17 | -1,130 | -2.51% | Q4 2025 | Jan 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 34,003 | 1,760 | 0.05% | 0.04% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 26,305 | 1,356 | 0.05% | 0.04% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 25,954 | 1,338 | 0.02% | 0.02% | 20 | +1,466 | 5.99% | Q4 2025 | Feb 17, 2026 |
| PUZO MICHAEL J | History | No change | 23,950 | 1,235 | 0.34% | 0.27% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 23,235 | 1,198 | 0.06% | 0.04% | 22 | +4,336 | 22.94% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,255 | 1,147 | 0.0% | 0.0% | 23 | +3,456 | 18.38% | Q4 2025 | Feb 06, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 21,507 | 1,114 | 0.11% | 0.09% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 20,163 | 1,039 | 0.93% | 0.8% | 25 | -988 | -4.67% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 18,649 | 961 | 0.01% | 0.01% | 26 | +1,123 | 6.41% | Q4 2025 | Jan 05, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 16,515 | 851 | 0.04% | 0.02% | 27 | +5,882 | 55.32% | Q4 2025 | Feb 04, 2026 |
| Sky Investment Group LLC | History | Reduced | 14,294 | 737 | 0.12% | 0.11% | 28 | -1,470 | -9.33% | Q4 2025 | Jan 14, 2026 |
| Verity Asset Management, Inc. | History | Added to | 13,886 | 716 | 0.31% | 0.15% | 29 | +2,896 | 26.35% | Q4 2025 | Jan 30, 2026 |
| WENDELL DAVID ASSOCIATES INC | History | No change | 12,100 | 624 | 0.06% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FCA CORP /TX | History | No change | 12,000 | 618 | 0.17% | 0.14% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 11,659 | 603 | 0.02% | 0.02% | 32 | +508 | 4.56% | Q4 2025 | Jan 08, 2026 |
| BOWEN HANES & CO INC | History | No change | 9,550 | 492 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 9,000 | 464 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 8,962 | 462 | 0.01% | 0.0% | 35 | -600 | -6.27% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | New | 7,748 | 399 | 0.01% | — | 36 | +7,748 | New | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Added to | 7,644 | 394 | 0.13% | 0.11% | 37 | +64 | 0.84% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,069 | 366 | 0.03% | 0.02% | 38 | -826 | -10.46% | Q4 2025 | Jan 29, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 7,047 | 363 | 0.01% | 0.01% | 39 | -1,110 | -13.61% | Q4 2025 | Jan 13, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 5,817 | 299 | 0.01% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hikari Power Ltd | History | No change | 5,700 | 294 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 5,560 | 286 | 0.16% | — | 42 | +5,560 | New | Q4 2025 | Feb 10, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 5,300 | 273 | 0.04% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 5,231 | 269 | 0.14% | — | 44 | +5,231 | New | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Reduced | 5,200 | 268 | 0.06% | 0.06% | 45 | -800 | -13.33% | Q4 2025 | Jan 30, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 4,804 | 247 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 4,351 | 224 | 0.05% | 0.04% | 47 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ALBERT D MASON INC | History | New | 4,009 | 206 | 0.14% | — | 48 | +4,009 | New | Q4 2025 | Jan 13, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 4,000 | 206 | 0.03% | — | 49 | +4,000 | New | Q4 2025 | Jan 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,726 | 192 | 0.02% | — | 50 | +3,726 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 3,003 | 152 | 0.01% | 0.01% | 51 | +150 | 5.26% | Q4 2025 | Jan 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,658 | 85 | 0.0% | 0.0% | 52 | +285 | 20.76% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | Added to | 986 | 50 | 0.0% | 0.0% | 53 | +844 | 594.37% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 904 | 46 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Accent Capital Management, LLC | History | Reduced | 845 | 43 | 0.02% | 0.02% | 55 | -25 | -2.87% | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | No change | 600 | 31 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 463 | 23 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 386 | 22 | 0.02% | — | 58 | +386 | New | Q4 2025 | Mar 02, 2026 |
| Signature Equity Partners, LLC | History | New | 351 | 18 | 0.01% | — | 60 | +351 | New | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 354 | 18 | 0.01% | 0.0% | 59 | +251 | 243.69% | Q4 2025 | Jan 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 333 | 17 | 0.01% | — | 61 | +333 | New | Q4 2025 | Feb 10, 2026 |
| Asset Planning,Inc | History | No change | 308 | 15 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | New | 275 | 14 | 0.0% | — | 63 | +275 | New | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 200 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | New | 181 | 9 | 0.0% | — | 65 | +181 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Benson Wealth Management INC | History | New | 147 | 7 | 0.01% | — | 67 | +147 | New | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 100 | 5 | 0.0% | — | 68 | +100 | New | Q4 2025 | Feb 18, 2026 |
| Copeland Capital Management, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 43 | 2 | 0.0% | 0.0% | 71 | -116 | -72.96% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,274 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cascades Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Luminist Capital LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |