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 1,477 institutions that hold shares in the stock, with a total of 92.9 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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
520
shares
|
$196,107
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
519
shares
|
$195,730
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
510
shares
|
$192,336
0.01% of portfolio
|
Q3 2025
Reduced 34.78%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
509
shares
|
$191,959
0.02% of portfolio
|
Q3 2025
Reduced 55.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
503
shares
|
$189,696
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
499
shares
|
$188,187
0.02% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
497
shares
|
$187,433
0.02% of portfolio
|
Q4 2025
Added 84.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
493
shares
|
$185,925
0.01% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
481
shares
|
$181,399
0.01% of portfolio
|
Q4 2025
Reduced 6.78%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
478
shares
|
$180,268
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
460
shares
|
$173,479
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
450
shares
|
$169,708
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
450
shares
|
$169,708
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
440
shares
|
$165,937
0.03% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$163,674
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
419
shares
|
$158,017
0.01% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
414
shares
|
$156,131
0.01% of portfolio
|
Q4 2025
Reduced 17.2%
|
|
|
Maj Invest Holding A
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$150,852
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
400
shares
|
$150,852
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
394
shares
|
$148,589
0.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
389
shares
|
$146,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
388
shares
|
$146,326
0.14% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
380
shares
|
$143,309
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
374
shares
|
$141,046
0.02% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
372
shares
|
$140,292
0.01% of portfolio
|
Q3 2025
Reduced 46.47%
|
|