ROBO GLOBAL ROBOTICS AND AUT (ROBO) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $531.27M 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 $71.61M, representing an estimated gain of +23.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
297
Total Reported Value
$531.27M
Largest Holder
Ubs Group Ag
Largest Position
$58.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $71,609,291 | +$13,529,124 | +23.29% | |
| Morgan Stanley | 0.00% | 756,742 | $51,783,949 | $63,846,323 | +$12,062,374 | +23.29% | |
| Annex Advisory Services, Llc | 0.58% | 399,979 | $34,262,202 | $33,746,228 | -$515,974 | -1.51% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 485,554 | $33,226,439 | $40,966,191 | +$7,739,752 | +23.29% | |
| Lpl Financial Llc | 0.01% | 335,262 | $22,941,974 | $28,286,055 | +$5,344,081 | +23.29% | |
| Armstrong Advisory Group, Inc | 1.13% | 217,296 | $18,613,568 | $18,333,264 | -$280,304 | -1.51% | |
| Gray Foundation | 3.87% | 205,000 | $17,560,300 | $17,295,850 | -$264,450 | -1.51% | |
| Raymond James Financial Inc | 0.01% | 251,111 | $17,183,511 | $21,186,235 | +$4,002,724 | +23.29% | |
| Minichmacgregor Wealth Management, Llc | 2.28% | 175,324 | $15,018,310 | $14,792,086 | -$226,224 | -1.51% | |
| Biltmore Family Office, Llc | 1.94% | 202,951 | $13,887,943 | $17,122,976 | +$3,235,033 | +23.29% | |
| Royal Bank Of Canada | 0.00% | 202,136 | $13,833,000 | $17,054,214 | +$3,221,214 | +23.29% | |
| Corient Private Wealth Llc | 0.02% | 180,684 | $12,364,197 | $15,244,309 | +$2,880,112 | +23.29% | |
| Carmel Capital Management L.L.C. | 1.89% | 100,490 | $8,607,973 | $8,478,341 | -$129,632 | -1.51% | |
| Ntv Asset Management Llc | 0.79% | 94,395 | $8,085,876 | $7,964,106 | -$121,770 | -1.51% | |
| Ameriprise Financial Inc | 0.00% | 114,135 | $7,815,441 | $9,629,570 | +$1,814,129 | +23.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 81,419 | $6,974,374 | $6,869,321 | -$105,053 | -1.51% | |
| Crestwood Advisors Group, Llc | 0.10% | 79,742 | $6,830,670 | $6,727,833 | -$102,837 | -1.51% | |
| Principal Securities, Inc. | 0.08% | 73,646 | $6,308,482 | $6,213,513 | -$94,969 | -1.51% | |
| National Bank Of Canada | 0.01% | 75,502 | $5,165,977 | $6,370,104 | +$1,204,127 | +23.31% | |
| Black Swift Group, Llc | 0.77% | 64,540 | $4,416,472 | $5,445,240 | +$1,028,768 | +23.29% | |
| Susquehanna International Group, Llp | 0.01% | 64,119 | $4,387,663 | $5,409,720 | +$1,022,057 | +23.29% | |
| Osaic Holdings, Inc. | 0.01% | 63,347 | $4,335,644 | $5,344,586 | +$1,008,942 | +23.27% | |
| Bip Wealth, Llc | 0.12% | 49,257 | $4,219,333 | $4,155,813 | -$63,520 | -1.51% | |
| Cetera Investment Advisers | 0.00% | 59,952 | $4,102,548 | $5,058,150 | +$955,602 | +23.29% | |
| Pinnacle Associates Ltd | 0.04% | 47,623 | $4,079,395 | $4,017,953 | -$61,442 | -1.51% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 58,113 | $3,976,681 | $4,902,994 | +$926,313 | +23.29% | |
| Stifel Financial Corp | 0.00% | 57,497 | $3,934,393 | $4,851,022 | +$916,629 | +23.30% | |
| Mercer Global Advisors Inc | 0.01% | 54,590 | $3,735,605 | $4,605,758 | +$870,153 | +23.29% | |
| Quadcap Wealth Management, Llc | 0.36% | 42,826 | $3,668,480 | $3,613,230 | -$55,250 | -1.51% | |
| Citigroup Inc | 0.00% | 42,654 | $3,653,762 | $3,598,718 | -$55,044 | -1.51% | |
| Eagle Strategies Llc | 0.35% | 41,306 | $3,538,303 | $3,484,987 | -$53,316 | -1.51% | |
| Jane Street Group, Llc | 0.00% | 48,518 | $3,320,087 | $4,093,464 | +$773,377 | +23.29% | |
| Rainier Family Wealth Inc | 1.81% | 37,150 | $3,182,269 | $3,134,346 | -$47,924 | -1.51% | |
| Invera Wealth Advisors, Llc | 1.67% | 36,306 | $3,109,972 | $3,063,137 | -$46,835 | -1.51% | |
| Envestnet Asset Management Inc | 0.00% | 31,324 | $2,683,234 | $2,642,806 | -$40,428 | -1.51% | |
| Hyposwiss Advisors Sa | 2.52% | 31,006 | $2,655,974 | $2,615,976 | -$39,998 | -1.51% | |
| Pacific Sun Financial Corp | 1.25% | 37,699 | $2,579,743 | $3,180,665 | +$600,922 | +23.29% | |
| Kestra Advisory Services, Llc | 0.01% | 29,661 | $2,540,785 | $2,502,499 | -$38,286 | -1.51% | |
| Rockefeller Capital Management L.P. | 0.00% | 36,972 | $2,530,069 | $3,119,328 | +$589,259 | +23.29% | |
| Focus Partners Wealth | 0.00% | 36,106 | $2,470,729 | $3,046,263 | +$575,534 | +23.29% | |
| Anson Capital, Inc. | 1.59% | 28,608 | $2,450,561 | $2,413,657 | -$36,904 | -1.51% | |
| Beacon Pointe Advisors, Llc | 0.01% | 32,796 | $2,244,201 | $2,766,999 | +$522,798 | +23.30% | |
| True Private Wealth Advisors | 0.19% | 25,976 | $2,225,119 | $2,191,595 | -$33,524 | -1.51% | |
| Curbstone Financial Management Corp | 0.37% | 25,206 | $2,159,146 | $2,126,630 | -$32,516 | -1.51% | |
| Onedigital Investment Advisors Llc | 0.02% | 30,094 | $2,059,344 | $2,539,031 | +$479,687 | +23.29% | |
| Summit Financial, Llc | 0.03% | 29,191 | $1,997,528 | $2,462,845 | +$465,317 | +23.29% | |
| Hightower Advisors, Llc | 0.00% | 23,266 | $1,992,986 | $1,962,952 | -$30,034 | -1.51% | |
| Moneco Advisors, Llc | 0.15% | 27,798 | $1,902,217 | $2,345,317 | +$443,100 | +23.29% | |
| Solutions 4 Wealth, Ltd | 2.33% | 21,030 | $1,801,471 | $1,774,301 | -$27,170 | -1.51% | |
| Qube Research & Technologies Ltd | 0.00% | 25,680 | $1,757,282 | $2,166,622 | +$409,340 | +23.29% |
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.