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 |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
852
shares
|
$321,314
0.07% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
850
shares
|
$320,560
0.04% of portfolio
|
Q3 2023
Reduced 5.03%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
850
shares
|
$320,560
0.1% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
850
shares
|
$320,560
0.02% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
848
shares
|
$319,806
0.05% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
845
shares
|
$318,674
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
840
shares
|
$316,789
0.01% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
834
shares
|
$314,526
0.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
831
shares
|
$313,395
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
826
shares
|
$311,509
0.09% of portfolio
|
Q3 2025
Added 461.9%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
824
shares
|
$310,755
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
824
shares
|
$310,755
0.0% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
818
shares
|
$308,492
0.57% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
817
shares
|
$308,115
0.2% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
805
shares
|
$303,589
0.01% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
803
shares
|
$302,835
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
801
shares
|
$302,081
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
800
shares
|
$301,704
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
800
shares
|
$301,704
0.01% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
791
shares
|
$298,309
0.03% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
790
shares
|
$297,932
0.02% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
790
shares
|
$297,932
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
789
shares
|
$297,555
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
787
shares
|
$296,801
0.02% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
786
shares
|
$296,424
0.05% of portfolio
|
Q3 2025
Added 5.36%
|
|