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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
709
shares
|
$164,693
0.01% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
709
shares
|
$164,693
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
701
shares
|
$162,835
0.01% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
700
shares
|
$162,603
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
695
shares
|
$161,441
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
684
shares
|
$158,886
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
673
shares
|
$156,331
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
664
shares
|
$154,240
0.01% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
642
shares
|
$149,130
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
625
shares
|
$145,181
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
623
shares
|
$144,716
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
613
shares
|
$142,393
0.02% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
608
shares
|
$141,232
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
604
shares
|
$140,303
0.01% of portfolio
|
Q4 2023
Reduced 13.47%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$139,374
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
598
shares
|
$138,909
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
595
shares
|
$138,212
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
585
shares
|
$135,889
0.0% of portfolio
|
Q2 2024
Added 13.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
571
shares
|
$132,637
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
563
shares
|
$130,779
0.0% of portfolio
|
Q3 2024
Reduced 87.14%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
553
shares
|
$128,456
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
547
shares
|
$127,062
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
547
shares
|
$127,062
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
546
shares
|
$126,830
0.02% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
546
shares
|
$126,830
0.0% of portfolio
|
Q4 2024
Added 90.24%
|