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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
72
shares
|
$27,153
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
71
shares
|
$26,776
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$26,399
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
70
shares
|
$26,399
0.01% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
70
shares
|
$26,399
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$24,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
64
shares
|
$24,136
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
64
shares
|
$24,136
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
64
shares
|
$24,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
63
shares
|
$23,759
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
63
shares
|
$23,759
0.01% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
63
shares
|
$23,759
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
63
shares
|
$23,759
0.02% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
62
shares
|
$23,382
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
57
shares
|
$21,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
57
shares
|
$21,496
0.01% of portfolio
|
Q3 2025
Reduced 58.7%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
56
shares
|
$21,119
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
53
shares
|
$19,987
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
51
shares
|
$19,233
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$18,856
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
50
shares
|
$18,856
0.0% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$18,479
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$18,479
0.01% of portfolio
|
Q3 2023
Added 32.43%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$18,102
0.0% of portfolio
|
Q3 2025
Added 585.71%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
48
shares
|
$18,102
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|