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 92.7 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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$17,725
0.01% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
46
shares
|
$17,347
0.0% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
45
shares
|
$16,970
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
44
shares
|
$16,593
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
42
shares
|
$15,839
0.0% of portfolio
|
Q2 2025
Added 35.48%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
42
shares
|
$15,839
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
41
shares
|
$15,462
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
41
shares
|
$15,462
0.0% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$15,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
40
shares
|
$15,085
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
40
shares
|
$15,085
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
39
shares
|
$14,708
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
39
shares
|
$14,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
38
shares
|
$14,330
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
38
shares
|
$14,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
38
shares
|
$14,330
0.01% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
37
shares
|
$13,953
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
36
shares
|
$13,576
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
33
shares
|
$12,445
0.0% of portfolio
|
Q3 2025
Added 175.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
32
shares
|
$12,068
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31
shares
|
$11,691
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$11,313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
30
shares
|
$11,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
30
shares
|
$11,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
29
shares
|
$10,936
0.0% of portfolio
|
Q3 2025
New holding
|
|