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 1,479 institutions that hold shares in the stock, with a total of 92.9 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 |
|---|---|---|---|---|---|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
6,487
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,402
shares
|
$2.41 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
6,400
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 91.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,205
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
6,201
shares
|
$2.34 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,193
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
6,175
shares
|
$2.33 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,146
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,005
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
6,000
shares
|
$2.26 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,999
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,973
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,953
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
5,944
shares
|
$2.24 Million
0.33% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
5,911
shares
|
$2.23 Million
1.53% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
5,904
shares
|
$2.23 Million
0.15% of portfolio
|
Q2 2022
Reduced 4.06%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
5,900
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,859
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2022
Added 13.72%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
5,844
shares
|
$2.2 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,842
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 180.46%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
5,736
shares
|
$2.16 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,713
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,694
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 132.69%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,675
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Nov 04, 2025 Q3 2025 |
5,666
shares
|
$2.14 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|