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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
1,224
shares
|
$461,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,223
shares
|
$461,229
0.33% of portfolio
|
Q2 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,216
shares
|
$458,590
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,213
shares
|
$457,458
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
1,210
shares
|
$456,327
0.24% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,209
shares
|
$455,950
0.04% of portfolio
|
Q3 2025
Added 47.08%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
1,209
shares
|
$455,950
0.04% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,206
shares
|
$454,818
0.02% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,204
shares
|
$454,064
0.02% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$452,556
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
1,195
shares
|
$450,670
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,192
shares
|
$449,538
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,187
shares
|
$447,653
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,185
shares
|
$446,899
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,182
shares
|
$445,767
0.02% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,181
shares
|
$445,390
0.01% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,180
shares
|
$445,013
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,178
shares
|
$444,259
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,177
shares
|
$443,882
0.03% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,174
shares
|
$442,750
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|