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 |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
3,292
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 37.22%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
3,290
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2025
Added 137.72%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,265
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Regents Gate Capital LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
3,252
shares
|
$1.23 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
3,228
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,223
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,182
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 88.24%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,177
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,176
shares
|
$1.2 Million
0.64% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,156
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
3,125
shares
|
$1.18 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
3,125
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
3,122
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 69.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,119
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,104
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,097
shares
|
$1.17 Million
1.22% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,095
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
3,093
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2025
Reduced 53.31%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,083
shares
|
$1.16 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,073
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,072
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,066
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 18.7%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,035
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
3,032
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,024
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 36.71%
|
|