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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$392,215
0.01% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
1,040
shares
|
$392,215
0.01% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,038
shares
|
$391,460
0.02% of portfolio
|
Q3 2025
Reduced 57.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,032
shares
|
$389,198
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,029
shares
|
$388,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,025
shares
|
$386,558
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
1,022
shares
|
$385,426
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
1,018
shares
|
$383,918
0.13% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,017
shares
|
$383,541
0.03% of portfolio
|
Q4 2019
Reduced 48.38%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,016
shares
|
$383,164
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
1,016
shares
|
$383,164
0.0% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,015
shares
|
$382,786
0.02% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
1,014
shares
|
$382,409
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
1,012
shares
|
$381,655
0.12% of portfolio
|
Q4 2025
Reduced 3.89%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
1,008
shares
|
$380,147
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
1,003
shares
|
$378,261
0.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$377,130
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$377,130
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$377,130
0.08% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$377,130
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$377,130
0.05% of portfolio
|
Q4 2024
Added 350.0%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
999
shares
|
$376,752
0.05% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
994
shares
|
$374,867
0.03% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
994
shares
|
$374,867
0.06% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
993
shares
|
$374,490
0.07% of portfolio
|
Q3 2025
Added 1.33%
|
|