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 1,475 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,579
shares
|
$595,488
0.03% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,575
shares
|
$593,979
0.23% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,575
shares
|
$593,979
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,563
shares
|
$589,454
0.01% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,556
shares
|
$586,814
0.05% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,552
shares
|
$585,305
0.07% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
1,550
shares
|
$584,551
0.08% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,527
shares
|
$575,877
0.02% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,524
shares
|
$574,746
0.0% of portfolio
|
Q3 2025
Added 62.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$570,220
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,510
shares
|
$569,466
0.01% of portfolio
|
Q3 2025
Reduced 70.36%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$565,695
0.02% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
1,500
shares
|
$565,695
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$565,695
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,497
shares
|
$564,563
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,490
shares
|
$561,923
0.18% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,473
shares
|
$555,512
0.01% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,468
shares
|
$553,626
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,462
shares
|
$551,364
0.01% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
1,462
shares
|
$551,364
0.07% of portfolio
|
Q3 2025
Reduced 82.77%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,454
shares
|
$548,347
0.2% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,448
shares
|
$546,084
0.02% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,433
shares
|
$540,427
0.02% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
1,429
shares
|
$538,918
0.17% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,426
shares
|
$537,787
0.45% of portfolio
|
Q3 2025
New holding
|
|