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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,173
shares
|
$442,373
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,173
shares
|
$442,373
0.02% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
1,172
shares
|
$441,996
0.13% of portfolio
|
Q3 2025
Reduced 36.82%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,168
shares
|
$440,487
0.32% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,166
shares
|
$439,733
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,165
shares
|
$439,356
0.06% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
1,165
shares
|
$439,356
0.05% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
1,162
shares
|
$438,225
0.01% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
1,160
shares
|
$437,470
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,158
shares
|
$436,716
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
1,155
shares
|
$435,585
0.18% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
1,153
shares
|
$434,830
0.04% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
1,150
shares
|
$433,699
0.21% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,149
shares
|
$433,322
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,145
shares
|
$431,813
0.0% of portfolio
|
Q3 2025
Added 76.43%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
1,144
shares
|
$431,436
0.03% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,139
shares
|
$429,551
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
1,134
shares
|
$427,665
0.26% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
1,131
shares
|
$426,534
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,130
shares
|
$426,156
0.28% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,129
shares
|
$425,779
0.03% of portfolio
|
Q2 2025
Reduced 30.14%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,127
shares
|
$425,025
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,123
shares
|
$423,516
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,121
shares
|
$422,762
0.04% of portfolio
|
Q3 2025
Added 579.39%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
1,120
shares
|
$422,385
0.28% of portfolio
|
Q3 2025
Added 3.7%
|
|