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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
628
shares
|
$236,837
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
627
shares
|
$236,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
627
shares
|
$236,460
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
623
shares
|
$234,951
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
623
shares
|
$234,951
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
621
shares
|
$234,197
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
621
shares
|
$234,197
0.02% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
620
shares
|
$233,820
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
619
shares
|
$233,443
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
618
shares
|
$233,066
0.03% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
615
shares
|
$231,934
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
612
shares
|
$230,803
0.04% of portfolio
|
Q4 2025
Reduced 8.66%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
610
shares
|
$230,049
0.0% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
610
shares
|
$230,049
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
609
shares
|
$229,672
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
608
shares
|
$229,295
0.03% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
608
shares
|
$229,295
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
608
shares
|
$229,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
608
shares
|
$229,295
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
607
shares
|
$228,917
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
607
shares
|
$228,917
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
605
shares
|
$228,163
0.06% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$226,278
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
600
shares
|
$226,278
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
600
shares
|
$226,278
0.03% of portfolio
|
Q3 2025
New holding
|
|