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 1,476 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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
361
shares
|
$136,143
0.01% of portfolio
|
Q4 2021
Reduced 42.15%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
353
shares
|
$133,126
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
347
shares
|
$130,864
0.03% of portfolio
|
Q3 2023
Added 18.84%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
343
shares
|
$129,355
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
340
shares
|
$128,224
0.04% of portfolio
|
Q3 2025
Added 996.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
329
shares
|
$124,075
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
328
shares
|
$123,698
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
326
shares
|
$122,944
0.08% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
320
shares
|
$120,681
0.01% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
311
shares
|
$117,287
0.07% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
304
shares
|
$114,647
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
294
shares
|
$110,876
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
293
shares
|
$110,499
0.02% of portfolio
|
Q3 2025
Reduced 36.17%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
287
shares
|
$108,236
0.07% of portfolio
|
Q3 2024
Reduced 56.12%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
278
shares
|
$104,842
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
277
shares
|
$104,465
0.07% of portfolio
|
Q1 2023
Reduced 10.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
275
shares
|
$103,710
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
274
shares
|
$103,333
0.06% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
271
shares
|
$102,202
0.0% of portfolio
|
Q3 2025
Reduced 87.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
262
shares
|
$98,808
0.0% of portfolio
|
Q2 2025
Added 4266.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
261
shares
|
$98,430
0.02% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
259
shares
|
$97,676
0.0% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
255
shares
|
$96,168
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
254
shares
|
$95,791
0.0% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
250
shares
|
$94,282
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|