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 $610.61M in ROBO holdings during the latest filing period.
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 $75.94M, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
315
Total Reported Value
$610.61M
Largest Holder
Morgan Stanley
Largest Position
$76.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
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 | $75,944,651 | -$743,149 | -0.97% | |
| Ubs Group Ag | 0.01% | 878,150 | $75,222,330 | $74,493,465 | -$728,866 | -0.97% | |
| Annex Advisory Services, Llc | 0.58% | 399,979 | $34,262,202 | $33,930,219 | -$331,983 | -0.97% | |
| Lpl Financial Llc | 0.01% | 391,443 | $33,531,030 | $33,206,110 | -$324,920 | -0.97% | |
| Raymond James Financial Inc | 0.01% | 265,418 | $22,735,662 | $22,515,409 | -$220,253 | -0.97% | |
| Ameriprise Financial Inc | 0.00% | 262,465 | $22,474,181 | $22,264,906 | -$209,275 | -0.93% | |
| Royal Bank Of Canada | 0.00% | 223,445 | $19,141,000 | $18,954,839 | -$186,161 | -0.97% | |
| Armstrong Advisory Group, Inc | 1.13% | 217,296 | $18,613,568 | $18,433,220 | -$180,348 | -0.97% | |
| Gray Foundation | 3.87% | 205,000 | $17,560,300 | $17,390,150 | -$170,150 | -0.97% | |
| Biltmore Family Office, Llc | 2.28% | 202,125 | $17,314,035 | $17,146,264 | -$167,771 | -0.97% | |
| Corient Private Wealth Llc | 0.02% | 180,235 | $15,437,467 | $15,289,335 | -$148,132 | -0.96% | |
| Minichmacgregor Wealth Management, Llc | 2.28% | 175,324 | $15,018,310 | $14,872,735 | -$145,575 | -0.97% | |
| Carmel Capital Management L.L.C. | 1.89% | 100,490 | $8,607,973 | $8,524,567 | -$83,406 | -0.97% | |
| Ntv Asset Management Llc | 0.79% | 94,395 | $8,085,876 | $8,007,528 | -$78,348 | -0.97% | |
| Commonwealth Equity Services, Llc | 0.01% | 81,419 | $6,974,374 | $6,906,774 | -$67,600 | -0.97% | |
| Crestwood Advisors Group, Llc | 0.10% | 79,742 | $6,830,670 | $6,764,514 | -$66,156 | -0.97% | |
| National Bank Of Canada | 0.01% | 76,964 | $6,590,408 | $6,528,856 | -$61,552 | -0.93% | |
| Principal Securities, Inc. | 0.08% | 73,646 | $6,308,482 | $6,247,390 | -$61,092 | -0.97% | |
| Osaic Holdings, Inc. | 0.01% | 72,965 | $6,251,392 | $6,189,621 | -$61,771 | -0.99% | |
| Black Swift Group, Llc | 0.88% | 71,460 | $6,121,264 | $6,061,952 | -$59,312 | -0.97% | |
| Stifel Financial Corp | 0.00% | 68,412 | $5,860,017 | $5,803,390 | -$56,627 | -0.97% | |
| Cetera Investment Advisers | 0.01% | 64,536 | $5,528,066 | $5,474,589 | -$53,477 | -0.97% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 57,794 | $4,950,644 | $4,902,665 | -$47,979 | -0.97% | |
| Mercer Global Advisors Inc | 0.01% | 52,295 | $4,479,572 | $4,436,185 | -$43,387 | -0.97% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 51,464 | $4,407,818 | $4,365,691 | -$42,127 | -0.96% | |
| Bip Wealth, Llc | 0.12% | 49,257 | $4,219,333 | $4,178,471 | -$40,862 | -0.97% | |
| Pinnacle Associates Ltd | 0.04% | 47,623 | $4,079,395 | $4,039,859 | -$39,536 | -0.97% | |
| Quadcap Wealth Management, Llc | 0.36% | 42,826 | $3,668,480 | $3,632,930 | -$35,550 | -0.97% | |
| Citigroup Inc | 0.00% | 42,654 | $3,653,762 | $3,618,339 | -$35,423 | -0.97% | |
| Rockefeller Capital Management L.P. | 0.01% | 41,456 | $3,551,214 | $3,516,712 | -$34,502 | -0.97% | |
| Eagle Strategies Llc | 0.35% | 41,306 | $3,538,303 | $3,503,988 | -$34,315 | -0.97% | |
| Pacific Sun Financial Corp | 1.32% | 37,436 | $3,206,768 | $3,175,696 | -$31,072 | -0.97% | |
| Rainier Family Wealth Inc | 1.81% | 37,150 | $3,182,269 | $3,151,435 | -$30,835 | -0.97% | |
| Invera Wealth Advisors, Llc | 1.67% | 36,306 | $3,109,972 | $3,079,838 | -$30,134 | -0.97% | |
| Focus Partners Wealth | 0.00% | 35,488 | $3,039,900 | $3,010,447 | -$29,453 | -0.97% | |
| Envestnet Asset Management Inc | 0.00% | 31,324 | $2,683,234 | $2,657,215 | -$26,019 | -0.97% | |
| Hyposwiss Advisors Sa | 2.52% | 31,006 | $2,655,974 | $2,630,239 | -$25,735 | -0.97% | |
| Onedigital Investment Advisors Llc | 0.02% | 29,730 | $2,546,686 | $2,521,996 | -$24,690 | -0.97% | |
| Kestra Advisory Services, Llc | 0.01% | 29,661 | $2,540,785 | $2,516,143 | -$24,642 | -0.97% | |
| Summit Financial, Llc | 0.03% | 28,724 | $2,460,495 | $2,436,657 | -$23,838 | -0.97% | |
| Anson Capital, Inc. | 1.59% | 28,608 | $2,450,561 | $2,426,817 | -$23,744 | -0.97% | |
| Moneco Advisors, Llc | 0.15% | 28,106 | $2,407,560 | $2,384,232 | -$23,328 | -0.97% | |
| Bank Of America Corp | 0.00% | 27,321 | $2,340,317 | $2,317,640 | -$22,677 | -0.97% | |
| Beacon Pointe Advisors, Llc | 0.01% | 32,796 | $2,244,201 | $2,782,085 | +$537,884 | +23.97% | |
| Blair William & Co/Il | 0.01% | 26,007 | $2,227,731 | $2,206,174 | -$21,557 | -0.97% | |
| True Private Wealth Advisors | 0.19% | 25,976 | $2,225,119 | $2,203,544 | -$21,575 | -0.97% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,458 | $2,180,731 | $2,159,602 | -$21,129 | -0.97% | |
| Curbstone Financial Management Corp | 0.37% | 25,206 | $2,159,146 | $2,138,225 | -$20,921 | -0.97% | |
| Bank Ozk | 0.60% | 23,732 | $2,032,882 | $2,013,186 | -$19,696 | -0.97% | |
| Moneta Group Investment Advisors Llc | 0.01% | 23,360 | $2,001,045 | $1,981,629 | -$19,416 | -0.97% |
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.