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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,407
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,398
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,392
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,390
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
4,387
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
4,310
shares
|
$1.63 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,293
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
4,280
shares
|
$1.61 Million
0.6% of portfolio
|
Q1 2025
Added 58.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,259
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.18%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,237
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,237
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
4,225
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2025
Reduced 36.33%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,130
shares
|
$1.56 Million
0.69% of portfolio
|
Q3 2025
Reduced 37.23%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,118
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 779.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,099
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,093
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,062
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 56.54%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
4,051
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2025
Added 237.58%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
4,032
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
3,978
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
3,969
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
3,940
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
3,899
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|