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 |
|---|---|---|---|---|---|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
1,006
shares
|
$233,683
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
1,005
shares
|
$233,451
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,004
shares
|
$233,219
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.03% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$232,290
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$232,290
0.0% of portfolio
|
Q3 2024
Reduced 69.06%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
998
shares
|
$231,825
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
995
shares
|
$231,128
0.08% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
990
shares
|
$229,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
989
shares
|
$229,734
0.08% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
982
shares
|
$228,108
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
977
shares
|
$226,947
0.0% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
976
shares
|
$226,715
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
976
shares
|
$226,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
974
shares
|
$226,250
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
972
shares
|
$225,785
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
969
shares
|
$225,089
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
966
shares
|
$224,392
0.03% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
966
shares
|
$224,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
966
shares
|
$224,392
0.05% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
961
shares
|
$223,230
0.01% of portfolio
|
Q1 2025
New holding
|