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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
719
shares
|
$271,156
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
719
shares
|
$271,156
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
719
shares
|
$271,156
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
715
shares
|
$269,647
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
711
shares
|
$268,139
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
707
shares
|
$266,630
0.01% of portfolio
|
Q3 2025
Reduced 36.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
702
shares
|
$264,745
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
702
shares
|
$264,745
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
700
shares
|
$263,991
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
696
shares
|
$262,482
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
695
shares
|
$262,105
0.11% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
688
shares
|
$259,465
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
688
shares
|
$259,465
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
687
shares
|
$259,088
0.02% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
686
shares
|
$258,711
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
685
shares
|
$258,334
0.02% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
683
shares
|
$257,579
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
683
shares
|
$257,579
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
682
shares
|
$257,202
0.06% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
682
shares
|
$257,202
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
678
shares
|
$255,694
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
678
shares
|
$255,694
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
674
shares
|
$254,185
0.04% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
674
shares
|
$254,185
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
672
shares
|
$253,431
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|