ROBO GLOBAL ROBOTICS AND AUT (ROBO) Top Institutional Shareholders
ROBO GLOBAL ROBOTICS AND AUT (ROBO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $488.10M in ROBO holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of ROBO tracked by InsiderSet, reporting ownership valued at approximately $58.08M in its March 31, 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 $71.23M, representing an estimated gain of +22.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed ROBO value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, 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
263
Total Reported Value
$488.10M
Largest Holder
Ubs Group Ag
Largest Position
$58.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
163
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 848,753 | $58,080,167 | $71,227,352 | +$13,147,185 | +22.64% | |
| Morgan Stanley | 0.00% | 756,742 | $51,783,949 | $63,505,789 | +$11,721,840 | +22.64% | |
| Annex Advisory Services, Llc | 0.95% | 741,102 | $50,713,611 | $62,193,280 | +$11,479,669 | +22.64% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 485,554 | $33,226,439 | $40,747,692 | +$7,521,253 | +22.64% | |
| Lpl Financial Llc | 0.01% | 335,262 | $22,941,974 | $28,135,187 | +$5,193,213 | +22.64% | |
| Raymond James Financial Inc | 0.01% | 251,111 | $17,183,511 | $21,073,235 | +$3,889,724 | +22.64% | |
| Gray Foundation | 3.54% | 205,000 | $14,028,150 | $17,203,600 | +$3,175,450 | +22.64% | |
| Biltmore Family Office, Llc | 1.94% | 202,951 | $13,887,943 | $17,031,648 | +$3,143,705 | +22.64% | |
| Royal Bank Of Canada | 0.00% | 202,136 | $13,833,000 | $16,963,253 | +$3,130,253 | +22.63% | |
| Minichmacgregor Wealth Management, Llc | 2.21% | 182,845 | $12,513,798 | $15,344,352 | +$2,830,554 | +22.62% | |
| Corient Private Wealth Llc | 0.02% | 180,684 | $12,364,197 | $15,163,001 | +$2,798,804 | +22.64% | |
| Ameriprise Financial Inc | 0.00% | 114,135 | $7,815,441 | $9,578,209 | +$1,762,768 | +22.55% | |
| Carmel Capital Management L.L.C. | 1.94% | 98,940 | $6,770,464 | $8,303,045 | +$1,532,581 | +22.64% | |
| Ntv Asset Management Llc | 0.65% | 87,045 | $5,956,489 | $7,304,816 | +$1,348,327 | +22.64% | |
| Crestwood Advisors Group, Llc | 0.09% | 79,881 | $5,466,233 | $6,703,614 | +$1,237,381 | +22.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 79,675 | $5,452,147 | $6,686,326 | +$1,234,179 | +22.64% | |
| National Bank Of Canada | 0.01% | 75,502 | $5,165,977 | $6,336,128 | +$1,170,151 | +22.65% | |
| Principal Securities, Inc. | 0.07% | 72,416 | $4,955,399 | $6,077,151 | +$1,121,752 | +22.64% | |
| Black Swift Group, Llc | 0.77% | 64,540 | $4,416,472 | $5,416,197 | +$999,725 | +22.64% | |
| Susquehanna International Group, Llp | 0.01% | 64,119 | $4,387,663 | $5,380,866 | +$993,203 | +22.64% | |
| Osaic Holdings, Inc. | 0.01% | 63,347 | $4,335,644 | $5,316,080 | +$980,436 | +22.61% | |
| Cetera Investment Advisers | 0.00% | 59,952 | $4,102,548 | $5,031,172 | +$928,624 | +22.64% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 58,113 | $3,976,681 | $4,876,843 | +$900,162 | +22.64% | |
| Stifel Financial Corp | 0.00% | 57,497 | $3,934,393 | $4,825,148 | +$890,755 | +22.64% | |
| Mercer Global Advisors Inc | 0.01% | 54,590 | $3,735,605 | $4,581,193 | +$845,588 | +22.64% | |
| Quadcap Wealth Management, Llc | 0.42% | 53,506 | $3,661,419 | $4,490,224 | +$828,805 | +22.64% | |
| Jane Street Group, Llc | 0.00% | 48,518 | $3,320,087 | $4,071,631 | +$751,544 | +22.64% | |
| Bip Wealth, Llc | 0.13% | 48,172 | $3,296,400 | $4,042,594 | +$746,194 | +22.64% | |
| Pinnacle Associates Ltd | 0.04% | 45,748 | $3,130,543 | $3,839,172 | +$708,629 | +22.64% | |
| Citigroup Inc | 0.00% | 42,362 | $2,898,847 | $3,555,019 | +$656,172 | +22.64% | |
| Eagle Strategies Llc | 0.33% | 39,949 | $2,733,735 | $3,352,520 | +$618,785 | +22.64% | |
| Pacific Sun Financial Corp | 1.25% | 37,699 | $2,579,743 | $3,163,700 | +$583,957 | +22.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 36,972 | $2,530,069 | $3,102,690 | +$572,621 | +22.63% | |
| Focus Partners Wealth | 0.00% | 36,106 | $2,470,729 | $3,030,016 | +$559,287 | +22.64% | |
| Hyposwiss Advisors Sa | 2.35% | 34,666 | $2,372,194 | $2,909,171 | +$536,977 | +22.64% | |
| Rainier Family Wealth Inc | 1.52% | 33,137 | $2,267,565 | $2,780,857 | +$513,292 | +22.64% | |
| Beacon Pointe Advisors, Llc | 0.01% | 32,796 | $2,244,201 | $2,752,240 | +$508,039 | +22.64% | |
| Envestnet Asset Management Inc | 0.00% | 30,191 | $2,065,978 | $2,533,629 | +$467,651 | +22.64% | |
| Onedigital Investment Advisors Llc | 0.02% | 30,094 | $2,059,344 | $2,525,488 | +$466,144 | +22.64% | |
| Summit Financial, Llc | 0.03% | 29,191 | $1,997,528 | $2,449,709 | +$452,181 | +22.64% | |
| Kestra Advisory Services, Llc | 0.01% | 28,831 | $1,972,893 | $2,419,498 | +$446,605 | +22.64% | |
| Moneco Advisors, Llc | 0.15% | 27,798 | $1,902,217 | $2,332,808 | +$430,591 | +22.64% | |
| True Private Wealth Advisors | 0.17% | 26,478 | $1,811,955 | $2,222,034 | +$410,079 | +22.63% | |
| Qube Research & Technologies Ltd | 0.00% | 25,680 | $1,757,282 | $2,155,066 | +$397,784 | +22.64% | |
| Curbstone Financial Management Corp | 0.33% | 25,166 | $1,722,109 | $2,111,931 | +$389,822 | +22.64% | |
| Invera Wealth Advisors, Llc | 1.07% | 24,372 | $1,667,776 | $2,045,298 | +$377,522 | +22.64% | |
| Bank Ozk | 0.57% | 23,757 | $1,625,691 | $1,993,687 | +$367,996 | +22.64% | |
| Purpose Unlimited Inc. | 0.06% | 22,583 | $1,545,355 | $1,895,165 | +$349,810 | +22.64% | |
| Fortis Group Advisors, Llc | 0.25% | 18,711 | $1,521,117 | $1,570,227 | +$49,110 | +3.23% | |
| Hightower Advisors, Llc | 0.00% | 22,017 | $1,506,777 | $1,847,667 | +$340,890 | +22.62% |
Frequently asked questions about ROBO
Who owns the most ROBO stock?
The largest holders of ROBO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ROBO GLOBAL ROBOTICS AND AUT (ROBO).
Is ROBO widely held by superinvestors?
Many widely followed stocks like ROBO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ROBO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.