ROBO Institutional Ownership & Shareholders
ROBO GLOBAL ROBOTICS AND AUT (ROBO) is currently held by 307 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $584.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of ROBO tracked by InsiderSet, reporting ownership valued at approximately $76.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $66.89M, representing an estimated loss of -12.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed ROBO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Annex Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ROBO GLOBAL ROBOTICS AND AUT (ROBO).
This page ranks the largest institutional ROBO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
307
Total Reported Value
$584.67M
Largest Holder
Morgan Stanley
Largest Position
$76.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 895,257 | $76,687,800 | $66,893,603 | -$9,794,197 | -12.77% | |
| Ubs Group Ag | 0.01% | 878,150 | $75,222,330 | $65,615,368 | -$9,606,962 | -12.77% | |
| Annex Advisory Services, Llc | 0.57% | 429,097 | $34,525,145 | $32,062,128 | -$2,463,017 | -7.13% | |
| Lpl Financial Llc | 0.01% | 391,443 | $33,531,030 | $29,248,621 | -$4,282,409 | -12.77% | |
| Raymond James Financial Inc | 0.01% | 265,418 | $22,735,662 | $19,832,033 | -$2,903,629 | -12.77% | |
| Ameriprise Financial Inc | 0.00% | 262,465 | $22,474,181 | $19,611,385 | -$2,862,796 | -12.74% | |
| Royal Bank Of Canada | 0.00% | 223,445 | $19,141,000 | $16,695,810 | -$2,445,190 | -12.77% | |
| Gray Foundation | 3.87% | 205,000 | $17,560,300 | $15,317,600 | -$2,242,700 | -12.77% | |
| Biltmore Family Office, Llc | 2.11% | 197,247 | $15,870,500 | $14,738,296 | -$1,132,204 | -7.13% | |
| Corient Private Wealth Llc | 0.02% | 173,193 | $14,835,694 | $12,940,981 | -$1,894,713 | -12.77% | |
| Ntv Asset Management Llc | 0.83% | 111,185 | $8,945,945 | $8,307,743 | -$638,202 | -7.13% | |
| Carmel Capital Management L.L.C. | 1.90% | 100,490 | $8,085,425 | $7,508,613 | -$576,812 | -7.13% | |
| Crestwood Advisors Group, Llc | 0.11% | 88,384 | $7,111,349 | $6,604,052 | -$507,297 | -7.13% | |
| National Bank Of Canada | 0.01% | 76,964 | $6,590,408 | $5,750,750 | -$839,658 | -12.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 80,761 | $6,498,045 | $6,034,462 | -$463,583 | -7.13% | |
| Principal Securities, Inc. | 0.08% | 73,646 | $6,308,482 | $5,502,829 | -$805,653 | -12.77% | |
| Osaic Holdings, Inc. | 0.01% | 72,965 | $6,251,392 | $5,451,945 | -$799,447 | -12.79% | |
| Black Swift Group, Llc | 0.88% | 71,460 | $6,121,264 | $5,339,491 | -$781,773 | -12.77% | |
| Stifel Financial Corp | 0.00% | 68,412 | $5,860,017 | $5,111,745 | -$748,272 | -12.77% | |
| Cetera Investment Advisers | 0.01% | 64,536 | $5,528,066 | $4,822,130 | -$705,936 | -12.77% | |
| Allianz Asset Management Gmbh | 0.00% | 61,382 | $5,257,982 | $4,586,463 | -$671,519 | -12.77% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 57,794 | $4,950,644 | $4,318,368 | -$632,276 | -12.77% | |
| Mercer Global Advisors Inc | 0.01% | 52,295 | $4,479,572 | $3,907,482 | -$572,090 | -12.77% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 51,464 | $4,407,818 | $3,845,390 | -$562,428 | -12.76% | |
| Sg Americas Securities, Llc | 0.00% | 50,002 | $4,283,000 | $3,736,149 | -$546,851 | -12.77% | |
| Bip Wealth, Llc | 0.11% | 51,269 | $4,125,140 | $3,830,820 | -$294,320 | -7.13% | |
| Pinnacle Associates Ltd | 0.04% | 47,910 | $3,854,847 | $3,579,835 | -$275,012 | -7.13% | |
| Silverleafe Capital Partners, Llc | 1.03% | 45,066 | $3,626,010 | $3,367,332 | -$258,678 | -7.13% | |
| Quadcap Wealth Management, Llc | 0.34% | 44,476 | $3,578,555 | $3,323,247 | -$255,308 | -7.13% | |
| Rockefeller Capital Management L.P. | 0.01% | 41,456 | $3,551,214 | $3,097,592 | -$453,622 | -12.77% | |
| Citigroup Inc | 0.00% | 44,064 | $3,545,408 | $3,292,462 | -$252,946 | -7.13% | |
| Eagle Strategies Llc | 0.32% | 41,102 | $3,307,096 | $3,071,141 | -$235,955 | -7.13% | |
| Pacific Sun Financial Corp | 1.32% | 37,436 | $3,206,768 | $2,797,218 | -$409,550 | -12.77% | |
| Rainier Family Wealth Inc | 1.58% | 38,400 | $3,089,664 | $2,869,248 | -$220,416 | -7.13% | |
| Invera Wealth Advisors, Llc | 1.58% | 38,031 | $3,059,974 | $2,841,676 | -$218,298 | -7.13% | |
| Focus Partners Wealth | 0.00% | 35,488 | $3,039,900 | $2,651,663 | -$388,237 | -12.77% | |
| Anson Capital, Inc. | 1.89% | 36,036 | $2,899,457 | $2,692,610 | -$206,847 | -7.13% | |
| Beacon Pointe Advisors, Llc | 0.01% | 32,069 | $2,746,994 | $2,396,196 | -$350,798 | -12.77% | |
| Envestnet Asset Management Inc | 0.00% | 31,324 | $2,683,234 | $2,340,529 | -$342,705 | -12.77% | |
| Hyposwiss Advisors Sa | 2.55% | 33,204 | $2,671,594 | $2,481,003 | -$190,591 | -7.13% | |
| Flow Traders U.S. Llc | 0.11% | 30,462 | $2,609,000 | $2,276,121 | -$332,879 | -12.76% | |
| Onedigital Investment Advisors Llc | 0.02% | 29,730 | $2,546,686 | $2,221,426 | -$325,260 | -12.77% | |
| Summit Financial, Llc | 0.03% | 28,724 | $2,460,495 | $2,146,257 | -$314,238 | -12.77% | |
| Kestra Advisory Services, Llc | 0.01% | 30,203 | $2,430,131 | $2,256,768 | -$173,363 | -7.13% | |
| Moneco Advisors, Llc | 0.15% | 28,106 | $2,407,560 | $2,100,080 | -$307,480 | -12.77% | |
| Bank Of America Corp | 0.00% | 27,321 | $2,340,317 | $2,041,425 | -$298,892 | -12.77% | |
| Blair William & Co/Il | 0.01% | 26,007 | $2,227,731 | $1,943,243 | -$284,488 | -12.77% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,458 | $2,180,731 | $1,902,222 | -$278,509 | -12.77% | |
| Bank Ozk | 0.60% | 23,732 | $2,032,882 | $1,773,255 | -$259,627 | -12.77% | |
| Moneta Group Investment Advisors Llc | 0.01% | 23,360 | $2,001,045 | $1,745,459 | -$255,586 | -12.77% |
Frequently asked questions about ROBO
Who are the largest institutional holders of ROBO?
The largest institutional holders of ROBO reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Annex Advisory Services, Llc, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ROBO position.
What is ROBO institutional ownership?
This page tracks ROBO positions reported by institutional investment managers through SEC Form 13F. ROBO GLOBAL ROBOTICS AND AUT (ROBO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROBO?
InsiderSet currently tracks 307 institutional managers reporting ROBO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROBO shareholders.
How much ROBO stock do institutions own?
Institutional investment managers disclosed approximately $584.67M in ROBO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROBO institutional ownership last updated?
The latest ROBO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROBO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROBO position after the reporting date.
Are institutions buying or selling ROBO?
Institutional buying and selling can be analyzed by comparing ROBO positions across consecutive 13F reporting periods. InsiderSet's ROBO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROBO ownership changes.
How has ROBO institutional ownership changed over time?
InsiderSet tracks ROBO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.