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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,779
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Added 50.87%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
2,768
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,765
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,758
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,758
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2025
Added 15.11%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,754
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
2,727
shares
|
$1.03 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,718
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,715
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,714
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
2,706
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
2,700
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2022
Reduced 35.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,686
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,675
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 126.5%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,656
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
2,650
shares
|
$999,394
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
2,639
shares
|
$995,246
0.19% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,621
shares
|
$988,457
0.07% of portfolio
|
Q3 2022
Added 0.96%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,611
shares
|
$984,686
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
2,607
shares
|
$983,177
0.01% of portfolio
|
Q3 2025
Added 354.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,605
shares
|
$982,423
0.06% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,602
shares
|
$981,292
0.03% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
2,598
shares
|
$979,783
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,596
shares
|
$979,029
0.1% of portfolio
|
Q1 2025
Reduced 50.59%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,595
shares
|
$978,652
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|