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 1,332 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,063
shares
|
$246,924
0.06% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,057
shares
|
$245,530
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,056
shares
|
$245,298
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
1,053
shares
|
$244,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,050
shares
|
$243,904
0.05% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$243,904
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,049
shares
|
$243,672
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,048
shares
|
$243,439
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
1,048
shares
|
$243,439
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,044
shares
|
$242,510
0.0% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
1,034
shares
|
$240,187
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,034
shares
|
$240,187
0.02% of portfolio
|
Q4 2024
Added 28.13%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
1,031
shares
|
$239,490
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,029
shares
|
$239,026
0.04% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,027
shares
|
$238,561
0.02% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,024
shares
|
$237,864
0.04% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,023
shares
|
$237,632
0.08% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,022
shares
|
$237,400
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,021
shares
|
$237,168
0.03% of portfolio
|
Q1 2025
Reduced 31.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,021
shares
|
$237,168
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
1,018
shares
|
$236,471
0.01% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
1,016
shares
|
$236,006
0.07% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,015
shares
|
$235,774
0.02% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,008
shares
|
$234,148
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,008
shares
|
$234,148
0.03% of portfolio
|
Q4 2024
Reduced 0.4%
|