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 92.7 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
672
shares
|
$253,431
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
672
shares
|
$253,431
0.0% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
668
shares
|
$251,922
0.07% of portfolio
|
Q3 2025
Reduced 27.07%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
668
shares
|
$251,922
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
667
shares
|
$251,545
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
667
shares
|
$251,545
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
666
shares
|
$251,168
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
666
shares
|
$251,168
0.01% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
664
shares
|
$250,414
0.01% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
663
shares
|
$250,037
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
660
shares
|
$248,905
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
659
shares
|
$248,528
0.02% of portfolio
|
Q3 2025
Reduced 94.61%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
656
shares
|
$247,397
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
653
shares
|
$246,265
0.02% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
651
shares
|
$245,511
0.04% of portfolio
|
Q3 2025
Reduced 58.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
650
shares
|
$245,134
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
649
shares
|
$244,757
0.01% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
647
shares
|
$244,003
0.13% of portfolio
|
Q3 2025
Reduced 22.79%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
640
shares
|
$241,363
0.03% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
635
shares
|
$239,477
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
634
shares
|
$239,100
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
633
shares
|
$238,723
0.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
631
shares
|
$237,969
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
630
shares
|
$237,591
0.03% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
628
shares
|
$236,837
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|