Institutional Ownership Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK). We have compiled data on the 1,480 institutions that hold shares in the stock, with a total of 93 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
7,568
shares
|
$2.85 Million
0.58% of portfolio
|
Q2 2023
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,359
shares
|
$2.78 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,276
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
7,201
shares
|
$2.72 Million
1.65% of portfolio
|
Q4 2025
Added 4.23%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
7,158
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
7,155
shares
|
$2.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,141
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
7,130
shares
|
$2.69 Million
0.59% of portfolio
|
Q1 2023
Reduced 1.82%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
7,104
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
7,094
shares
|
$2.68 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,060
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
6,950
shares
|
$2.62 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
6,926
shares
|
$2.61 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
6,923
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,895
shares
|
$2.6 Million
0.73% of portfolio
|
Q3 2025
Added 29.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,880
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Added 153.69%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
6,844
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
6,800
shares
|
$2.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
6,769
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
6,735
shares
|
$2.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,606
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,589
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
6,586
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
6,570
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 54.25%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
6,557
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 45.61%
|
|