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 |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
762
shares
|
$177,004
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
760
shares
|
$176,540
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
757
shares
|
$175,843
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
754
shares
|
$175,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
753
shares
|
$174,914
0.01% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
753
shares
|
$174,914
0.18% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
752
shares
|
$174,682
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
750
shares
|
$174,217
0.02% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
750
shares
|
$174,217
0.04% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
745
shares
|
$173,056
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
743
shares
|
$172,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
742
shares
|
$172,359
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
740
shares
|
$171,894
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
740
shares
|
$171,894
0.02% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
739
shares
|
$171,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
734
shares
|
$170,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
733
shares
|
$170,268
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
730
shares
|
$169,571
0.06% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
726
shares
|
$168,642
0.04% of portfolio
|
Q2 2022
Added 818.99%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
721
shares
|
$167,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
720
shares
|
$167,248
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
717
shares
|
$166,551
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
714
shares
|
$165,855
0.04% of portfolio
|
Q4 2024
Reduced 21.54%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
711
shares
|
$165,158
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
711
shares
|
$165,158
0.0% of portfolio
|
Q4 2024
Added 0.57%
|