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 1,278 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
782
shares
|
$228,500
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
781
shares
|
$228,208
0.03% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
779
shares
|
$227,623
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
774
shares
|
$226,162
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
772
shares
|
$225,578
0.01% of portfolio
|
Q3 2024
Reduced 31.19%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
764
shares
|
$223,240
0.0% of portfolio
|
Q3 2024
Reduced 65.71%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
764
shares
|
$223,240
0.0% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
762
shares
|
$222,656
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
760
shares
|
$222,072
0.03% of portfolio
|
Q2 2023
Reduced 33.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
757
shares
|
$221,195
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
752
shares
|
$219,734
0.02% of portfolio
|
Q3 2024
Reduced 81.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
750
shares
|
$219,150
0.01% of portfolio
|
Q3 2024
Reduced 75.07%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
750
shares
|
$219,150
0.02% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
745
shares
|
$217,689
0.02% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
744
shares
|
$217,396
0.0% of portfolio
|
Q3 2024
Added 89.8%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
742
shares
|
$216,812
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
740
shares
|
$216,228
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
732
shares
|
$213,890
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
730
shares
|
$213,306
0.07% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
726
shares
|
$212,137
0.04% of portfolio
|
Q2 2022
Added 818.99%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
717
shares
|
$209,507
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
714
shares
|
$208,630
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
707
shares
|
$206,585
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
699
shares
|
$204,247
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
694
shares
|
$202,786
0.02% of portfolio
|
Q3 2024
Added 34.5%
|