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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
886
shares
|
$205,808
0.02% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
886
shares
|
$205,808
0.01% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
884
shares
|
$205,344
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
883
shares
|
$205,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
882
shares
|
$204,879
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
881
shares
|
$204,647
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
881
shares
|
$204,647
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
876
shares
|
$203,486
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
873
shares
|
$202,789
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
872
shares
|
$202,556
0.01% of portfolio
|
Q3 2024
Reduced 83.79%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
869
shares
|
$201,860
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
868
shares
|
$201,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
867
shares
|
$201,395
0.01% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
867
shares
|
$201,395
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
867
shares
|
$201,395
0.03% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
863
shares
|
$200,466
0.12% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
861
shares
|
$200,001
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
859
shares
|
$199,537
0.16% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
853
shares
|
$198,143
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
852
shares
|
$197,911
0.02% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
850
shares
|
$197,446
0.03% of portfolio
|
Q3 2023
Reduced 5.03%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
846
shares
|
$196,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
845
shares
|
$196,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
843
shares
|
$195,820
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
843
shares
|
$195,820
0.0% of portfolio
|
Q4 2024
New holding
|