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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,323
shares
|
$498,942
0.01% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
1,321
shares
|
$498,188
0.22% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,315
shares
|
$495,925
0.01% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,315
shares
|
$495,925
0.02% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
1,312
shares
|
$494,794
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
1,301
shares
|
$490,646
0.01% of portfolio
|
Q3 2025
Added 91.61%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
1,300
shares
|
$490,269
0.03% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
1,300
shares
|
$490,269
0.31% of portfolio
|
Q4 2020
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,292
shares
|
$487,251
0.01% of portfolio
|
Q3 2025
Reduced 18.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,287
shares
|
$485,366
0.03% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,279
shares
|
$482,349
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$480,086
0.02% of portfolio
|
Q3 2025
Reduced 36.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,268
shares
|
$478,200
0.06% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,264
shares
|
$476,692
0.02% of portfolio
|
Q3 2025
Reduced 41.29%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,254
shares
|
$472,921
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,253
shares
|
$472,543
0.0% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,250
shares
|
$471,412
0.14% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,247
shares
|
$470,281
0.02% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,245
shares
|
$469,526
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
1,244
shares
|
$469,149
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,243
shares
|
$468,772
0.01% of portfolio
|
Q2 2020
Reduced 6.07%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,241
shares
|
$468,018
0.11% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
1,228
shares
|
$463,115
0.02% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,225
shares
|
$461,984
0.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,225
shares
|
$461,984
0.03% of portfolio
|
Q3 2023
Added 4.79%
|
|