Also trades as: ROG.SW (SIX) · $vol 444M · ROP.SW (SIX) · $vol 437M · RO.SW (SIX) · $vol 13M · RHHVF (OTC) · $vol 2M · 0QQ6.L (LSE) · $vol 2M · RHHBF (OTC) · $vol 0M · ROG.TO (TSX) · $vol 0M
RHHBY Institutional Ownership
Roche Holding AG
1W: +2.1%
1M: +13.1%
3M: +9.8%
YTD: +17.3%
1Y: +42.8%
3Y: +94.9%
5Y: +42.6%
$60.37
+0.39 (+0.65%)
Weekly Expected Move ±3.7%
$57
$59
$61
$63
$66
Credit Risk of going bust: lower than 83% of companies Debt: 9.0% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.46 (down 99.2%), Roche Holding AG would be worth roughly what it owes.
Total debt $38.25B against a stock market value of $384.81B.
Distance to default 10.59 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $23.09B (short-term plus half of long-term), stock volatility 28.7%; Altman Z'' 4.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $38.25B against a stock market value of $384.81B.
Distance to default 10.59 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $23.09B (short-term plus half of long-term), stock volatility 28.7%; Altman Z'' 4.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
Chart
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Financials
Income Statement
Cash Flow
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Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — RHHBY
80
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$281M
Total Invested
14
New Positions
15
Increased
24
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | 1,970,729 | $119M | -93,156 | -4.5% | 10Q | SEC ↗ |
| 2 | Saratoga Research & Investment Managem | 1,188,687 | $72M | -102,943 | -8.0% | 22Q | SEC ↗ |
| 3 | Boston Common Asset Management, LLC | 300,155 | $18M | -22,199 | -6.9% | 71Q | SEC ↗ |
| 4 | OLD NATIONAL BANCORP /IN | 287,612 | $17M | +29,758 | +11.5% | 17Q | SEC ↗ |
| 5 | S&CO INC | 230,310 | $14M | +89,759 | +63.9% | 54Q | SEC ↗ |
| 6 | HANTZ FINANCIAL SERVICES, INC. | 196,802 | $12M | -18,385 | -8.5% | 26Q | SEC ↗ |
| 7 | Altrius Capital Management Inc | 190,302 | $11M | +13,343 | +7.5% | 17Q | SEC ↗ |
| 8 | Moran Wealth Management, LLC NEW | 173,426 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 9 | HUNTINGTON NATIONAL BANK | 117,499 | $7M | -5,491 | -4.5% | 2Q | SEC ↗ |
| 10 | AR ASSET MANAGEMENT INC | 107,300 | $6M | -400 | -0.4% | 66Q | SEC ↗ |
| 11 | RHUMBLINE ADVISERS | 98,640 | $6M | -304 | -0.3% | 13Q | SEC ↗ |
| 12 | KORNITZER CAPITAL MANAGEMENT INC /KS | 61,873 | $4M | — | +0.0% | 50Q | SEC ↗ |
| 13 | Sterling Capital Management LLC | 60,290 | $4M | -2,672 | -4.2% | 8Q | SEC ↗ |
| 14 | DIVERSIFIED TRUST CO | 59,405 | $4M | +30 | +0.1% | 31Q | SEC ↗ |
| 15 | Wallington Asset Management, LLC | 37,709 | $2M | -2,555 | -6.3% | 27Q | SEC ↗ |
| 16 | Associated Banc-Corp | 33,295 | $2M | — | +0.0% | 45Q | SEC ↗ |
| 17 | GAMMA Investing LLC | 29,015 | $2M | +3,625 | +14.3% | 11Q | SEC ↗ |
| 18 | NORTH STAR ASSET MANAGEMENT INC | 26,305 | $2M | — | +0.0% | 35Q | SEC ↗ |
| 19 | PNC Financial Services Group, Inc. | 24,261 | $1M | +805 | +3.4% | 15Q | SEC ↗ |
| 20 | PUZO MICHAEL J | 23,940 | $1M | -10 | -0.0% | 73Q | SEC ↗ |
| 21 | SENTINEL TRUST CO LBA | 21,507 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 20,925 | $1M | +258 | +1.2% | 25Q | SEC ↗ |
| 23 | Minot DeBlois Advisors LLC | 19,436 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 24 | Verity Asset Management, Inc. | 17,742 | $1M | +2,570 | +16.9% | 8Q | SEC ↗ |
| 25 | Sky Investment Group LLC | 13,504 | $815K | -520 | -3.7% | 52Q | SEC ↗ |
| 26 | First Command Advisory Services, Inc. | 13,055 | $788K | +9,879 | +311.1% | 2Q | SEC ↗ |
| 27 | YOUSIF CAPITAL MANAGEMENT, LLC | 12,802 | $773K | -40,030 | -75.8% | 19Q | SEC ↗ |
| 28 | WENDELL DAVID ASSOCIATES INC | 12,100 | $730K | — | +0.0% | 64Q | SEC ↗ |
| 29 | FCA CORP /TX | 12,000 | $724K | — | +0.0% | 6Q | SEC ↗ |
| 30 | Fulton Bank, N.A. | 11,572 | $699K | +559 | +5.1% | 25Q | SEC ↗ |
| 31 | BOWEN HANES & CO INC | 9,550 | $577K | — | +0.0% | 30Q | SEC ↗ |
| 32 | Canopy Partners, LLC | 7,644 | $461K | -56 | -0.7% | 11Q | SEC ↗ |
| 33 | Keystone Financial Group | 7,200 | $435K | — | +0.0% | 2Q | SEC ↗ |
| 34 | RIVERBRIDGE PARTNERS LLC | 7,047 | $425K | — | +0.0% | 75Q | SEC ↗ |
| 35 | Enterprise Financial Services Corp | 5,800 | $350K | +224 | +4.0% | 3Q | SEC ↗ |
| 36 | Archer Investment Corp | 5,598 | $338K | — | +0.0% | 31Q | SEC ↗ |
| 37 | BOSTON FAMILY OFFICE LLC | 5,122 | $309K | — | +0.0% | 2Q | SEC ↗ |
| 38 | Douglass Winthrop Advisors, LLC | 5,100 | $308K | +296 | +6.2% | 4Q | SEC ↗ |
| 39 | King Wealth Management Group NEW | 4,619 | $279K | — | +0.0% | 1Q | SEC ↗ |
| 40 | JOHN G ULLMAN & ASSOCIATES INC | 4,300 | $260K | — | +0.0% | 25Q | SEC ↗ |
| 41 | RENASANT BANK NEW | 4,072 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 42 | ALBERT D MASON INC NEW | 4,031 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Stanley-Laman Group, Ltd. | 4,000 | $241K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Pinnacle Wealth Management Advisory Gr | 3,967 | $239K | -215 | -5.1% | 2Q | SEC ↗ |
| 45 | Salomon & Ludwin, LLC | 3,955 | $239K | +796 | +25.2% | 12Q | SEC ↗ |
| 46 | MEYER HANDELMAN CO NEW | 3,910 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 47 | PARADIGM ASSET MANAGEMENT CO LLC | 2,000 | $121K | +149 | +8.0% | 19Q | SEC ↗ |
| 48 | OAKWORTH CAPITAL, INC. | 1,373 | $83K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Leo H. Evart, Inc. | 1,300 | $78K | — | +0.0% | 2Q | SEC ↗ |
| 50 | ATLAS CAPITAL ADVISORS INC. | 936 | $57K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Moran Wealth Management, LLC | 173,426 | $10M |
| King Wealth Management Group | 4,619 | $279K |
| RENASANT BANK | 4,072 | $246K |
| ALBERT D MASON INC | 4,031 | $243K |
| MEYER HANDELMAN CO | 3,910 | $236K |
| McIlrath & Eck, LLC | 776 | $47K |
| Financial Gravity Companies, Inc. | 432 | $26K |
| COMPASS FINANCIAL MANAGEMENT LLC | 331 | $20K |
| Vermillion Wealth Management, Inc. | 279 | $17K |
| HORIZON FINANCIAL SERVICES, LLC | 204 | $12K |
| Gleason Group, Inc. | 182 | $11K |
| Markowski Investments | 114 | $7K |
| Heritage Wealth Advisors | 61 | $4K |
| Winch Advisory Services, LLC | 15 | $1K |
| Lummis Asset Management, LP | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPAL CAPITAL LLC | 89,483 | $5M |
| TOWER BRIDGE ADVISORS | 46,314 | $3M |
| Patrick Mauro Investment Advisor, I | 45,578 | $3M |
| HANCOCK WHITNEY CORP | 25,954 | $2M |
| HighPoint Advisor Group LLC | 16,515 | $997K |
| IHT Wealth Management, LLC | 10,000 | $604K |
| Generali Investments CEE, investicn | 9,000 | $543K |
| EVERETT HARRIS & CO /CA | 8,962 | $541K |
| NBC SECURITIES, INC. | 6,258 | $378K |
| BECK MACK & OLIVER LLC | 5,817 | $351K |
| Hikari Power Ltd | 5,700 | $344K |
| Sarver Vrooman Wealth Advisors | 5,560 | $336K |
| Curat Global, LLC | 1,625 | $98K |
| Accent Capital Management, LLC | 845 | $51K |
| CURIO WEALTH, LLC | 600 | $36K |
| Signature Equity Partners, LLC | 351 | $21K |
| Murphy & Mullick Capital Management | 333 | $20K |
| Ascentis Independent Advisors | 170 | $10K |
| Garton & Associates Financial Advis | 100 | $6K |
| Copeland Capital Management, LLC | 91 | $5K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| S&CO INC | +89,759 | +63.9% | 230,310 |
| OLD NATIONAL BANCORP /IN | +29,758 | +11.5% | 287,612 |
| Altrius Capital Management Inc | +13,343 | +7.5% | 190,302 |
| First Command Advisory Services, In | +9,879 | +311.1% | 13,055 |
| GAMMA Investing LLC | +3,625 | +14.3% | 29,015 |
| Verity Asset Management, Inc. | +2,570 | +16.9% | 17,742 |
| PNC Financial Services Group, Inc. | +805 | +3.4% | 24,261 |
| Salomon & Ludwin, LLC | +796 | +25.2% | 3,955 |
| Fulton Bank, N.A. | +559 | +5.1% | 11,572 |
| IMA Advisory Services, Inc. | +424 | +245.1% | 597 |
| Douglass Winthrop Advisors, LLC | +296 | +6.2% | 5,100 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +258 | +1.2% | 20,925 |
| Enterprise Financial Services Corp | +224 | +4.0% | 5,800 |
| PARADIGM ASSET MANAGEMENT CO LLC | +149 | +8.0% | 2,000 |
| DIVERSIFIED TRUST CO | +30 | +0.1% | 59,405 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Saratoga Research & Investment Mana | -102,943 | -8.0% | 1,188,687 |
| Aristotle Capital Management, LLC | -93,156 | -4.5% | 1,970,729 |
| YOUSIF CAPITAL MANAGEMENT, LLC | -40,030 | -75.8% | 12,802 |
| Boston Common Asset Management, LLC | -22,199 | -6.9% | 300,155 |
| HANTZ FINANCIAL SERVICES, INC. | -18,385 | -8.5% | 196,802 |
| HUNTINGTON NATIONAL BANK | -5,491 | -4.5% | 117,499 |
| Sterling Capital Management LLC | -2,672 | -4.2% | 60,290 |
| Wallington Asset Management, LLC | -2,555 | -6.3% | 37,709 |
| Sky Investment Group LLC | -520 | -3.7% | 13,504 |
| AR ASSET MANAGEMENT INC | -400 | -0.4% | 107,300 |
| Ancora Advisors LLC | -397 | -40.3% | 589 |
| RHUMBLINE ADVISERS | -304 | -0.3% | 98,640 |
| Pinnacle Wealth Management Advisory | -215 | -5.1% | 3,967 |
| Canopy Partners, LLC | -56 | -0.7% | 7,644 |
| Financial Gravity Asset Management, | -31 | -6.7% | 432 |
| PUZO MICHAEL J | -10 | -0.0% | 23,940 |