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 92.6 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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
107
shares
|
$40,352
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
107
shares
|
$40,352
0.01% of portfolio
|
Q3 2025
Reduced 79.42%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$37,713
0.01% of portfolio
|
Q2 2025
Reduced 47.64%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$37,713
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$37,713
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
100
shares
|
$37,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
100
shares
|
$37,713
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
100
shares
|
$37,713
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
96
shares
|
$36,204
0.01% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
95
shares
|
$35,827
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
94
shares
|
$35,450
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$35,450
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
94
shares
|
$35,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
91
shares
|
$34,318
0.07% of portfolio
|
Q3 2025
Added 468.75%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$33,941
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
82
shares
|
$30,924
0.0% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
81
shares
|
$30,547
0.0% of portfolio
|
Q2 2024
Reduced 19.8%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
80
shares
|
$30,170
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
79
shares
|
$29,793
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$29,039
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
75
shares
|
$28,284
0.01% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
74
shares
|
$27,907
0.01% of portfolio
|
Q2 2024
Reduced 67.4%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
74
shares
|
$27,907
0.02% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
73
shares
|
$27,530
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
72
shares
|
$27,153
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|