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 |
|---|---|---|---|---|---|
|
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%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
250
shares
|
$94,282
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
249
shares
|
$93,905
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
248
shares
|
$93,528
0.03% of portfolio
|
Q2 2020
Reduced 1.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
247
shares
|
$93,151
0.01% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
236
shares
|
$89,002
0.02% of portfolio
|
Q3 2025
Added 57.33%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
230
shares
|
$86,739
0.01% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
226
shares
|
$85,231
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
225
shares
|
$84,854
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
220
shares
|
$82,968
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
219
shares
|
$82,591
0.01% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
219
shares
|
$82,591
0.04% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
206
shares
|
$77,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
205
shares
|
$77,311
0.02% of portfolio
|
Q3 2022
Reduced 79.72%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
200
shares
|
$75,426
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
195
shares
|
$73,540
0.02% of portfolio
|
Q3 2025
Added 156.58%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
192
shares
|
$72,408
0.01% of portfolio
|
Q2 2023
Added 51.18%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
186
shares
|
$70,146
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
186
shares
|
$70,146
0.03% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
183
shares
|
$69,014
0.04% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
183
shares
|
$69,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
182
shares
|
$68,637
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
178
shares
|
$67,129
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
173
shares
|
$65,243
0.01% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
173
shares
|
$65,243
0.04% of portfolio
|
Q4 2024
New holding
|
|