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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,425
shares
|
$537,410
0.04% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
1,418
shares
|
$534,770
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,410
shares
|
$531,753
0.02% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,410
shares
|
$531,753
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,409
shares
|
$531,376
0.07% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,400
shares
|
$527,982
0.17% of portfolio
|
Q4 2018
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
1,398
shares
|
$527,227
0.06% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,385
shares
|
$522,325
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
1,384
shares
|
$521,947
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,383
shares
|
$521,570
0.01% of portfolio
|
Q1 2023
Reduced 0.22%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,379
shares
|
$520,062
0.01% of portfolio
|
Q3 2025
Reduced 23.47%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
1,378
shares
|
$519,685
0.07% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
1,367
shares
|
$515,536
0.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,365
shares
|
$514,782
0.02% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
1,357
shares
|
$511,765
0.09% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,354
shares
|
$510,634
0.1% of portfolio
|
Q3 2025
Added 67.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,351
shares
|
$509,502
0.02% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,348
shares
|
$508,371
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,347
shares
|
$507,994
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,334
shares
|
$503,091
0.01% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,333
shares
|
$502,714
0.2% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,332
shares
|
$502,337
0.01% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,331
shares
|
$501,960
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
1,329
shares
|
$501,205
0.06% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
1,324
shares
|
$499,320
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|