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 |
|---|---|---|---|---|---|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
1,120
shares
|
$422,385
0.28% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
1,112
shares
|
$419,368
0.02% of portfolio
|
Q3 2025
Reduced 56.06%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
1,105
shares
|
$416,728
0.05% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,100
shares
|
$414,843
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,100
shares
|
$414,843
0.26% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,097
shares
|
$413,711
0.02% of portfolio
|
Q1 2024
Reduced 77.33%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
1,096
shares
|
$413,334
0.05% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,095
shares
|
$412,957
0.01% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,090
shares
|
$411,071
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,079
shares
|
$406,923
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,076
shares
|
$405,791
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
1,075
shares
|
$405,414
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,066
shares
|
$402,020
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,062
shares
|
$400,512
0.02% of portfolio
|
Q3 2025
Added 39.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,062
shares
|
$400,512
0.1% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,056
shares
|
$398,249
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,056
shares
|
$398,249
0.01% of portfolio
|
Q3 2025
Reduced 29.03%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,049
shares
|
$395,609
0.0% of portfolio
|
Q3 2025
Reduced 88.57%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,048
shares
|
$395,232
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
1,048
shares
|
$395,232
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,044
shares
|
$393,723
0.04% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,043
shares
|
$393,346
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,042
shares
|
$392,969
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,042
shares
|
$392,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
1,040
shares
|
$392,215
0.24% of portfolio
|
Q3 2025
Reduced 50.0%
|
|