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 1,477 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
914
shares
|
$344,696
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
914
shares
|
$344,696
0.0% of portfolio
|
Q4 2022
Reduced 30.34%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
913
shares
|
$344,319
0.03% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
911
shares
|
$343,565
0.26% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
911
shares
|
$343,565
0.01% of portfolio
|
Q3 2025
Reduced 28.44%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
905
shares
|
$341,302
0.04% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
903
shares
|
$340,548
0.01% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
902
shares
|
$340,171
0.03% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
900
shares
|
$339,417
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
894
shares
|
$337,154
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
894
shares
|
$337,154
0.0% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
891
shares
|
$336,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
886
shares
|
$334,137
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
885
shares
|
$333,760
0.03% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
883
shares
|
$333,005
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
881
shares
|
$332,251
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
879
shares
|
$331,497
0.05% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
872
shares
|
$328,857
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
868
shares
|
$327,348
0.04% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
867
shares
|
$326,971
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
866
shares
|
$326,594
0.06% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
861
shares
|
$324,708
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
857
shares
|
$323,200
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
856
shares
|
$322,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
853
shares
|
$321,691
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|