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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,998
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,997
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,979
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
2,978
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,975
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,972
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2025
Added 5.43%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,968
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
2,941
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
2,926
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,918
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
2,900
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,888
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2025
Added 26.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,880
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,877
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,874
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2025
Added 138.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,872
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,860
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,832
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2022
Reduced 23.42%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,804
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,800
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$1.06 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,782
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
2,780
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,779
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Added 50.87%
|
|