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 1,475 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
776
shares
|
$292,652
0.04% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
773
shares
|
$291,521
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
770
shares
|
$290,390
0.02% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
770
shares
|
$290,390
0.06% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
767
shares
|
$289,258
0.03% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
759
shares
|
$286,241
0.02% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
757
shares
|
$285,487
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
751
shares
|
$283,224
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
751
shares
|
$283,224
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
750
shares
|
$282,847
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
747
shares
|
$281,716
0.04% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
745
shares
|
$280,961
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
742
shares
|
$279,830
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
740
shares
|
$279,076
0.05% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
740
shares
|
$279,076
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
732
shares
|
$276,059
0.01% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
728
shares
|
$274,550
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
726
shares
|
$273,796
0.04% of portfolio
|
Q2 2022
Added 818.99%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
722
shares
|
$272,287
0.13% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
722
shares
|
$272,287
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
722
shares
|
$272,287
0.09% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
721
shares
|
$271,910
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
721
shares
|
$271,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
721
shares
|
$271,910
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
720
shares
|
$271,533
0.05% of portfolio
|
Q3 2025
Added 5.88%
|
|