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 1,477 institutions that hold shares in the stock, with a total of 92.9 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
28
shares
|
$10,559
0.0% of portfolio
|
Q3 2025
Reduced 87.83%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
28
shares
|
$10,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
27
shares
|
$10,182
0.0% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
26
shares
|
$9,805
0.0% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
24
shares
|
$9,051
0.0% of portfolio
|
Q3 2025
Reduced 94.2%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
24
shares
|
$9,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
22
shares
|
$8,296
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
22
shares
|
$8,296
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
22
shares
|
$8,296
0.0% of portfolio
|
Q4 2024
Reduced 76.84%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$7,919
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
21
shares
|
$7,919
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
20
shares
|
$7,542
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
20
shares
|
$7,542
0.0% of portfolio
|
Q2 2025
Reduced 80.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
20
shares
|
$7,542
0.0% of portfolio
|
Q4 2025
Added 233.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
20
shares
|
$7,542
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
20
shares
|
$7,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
19
shares
|
$7,165
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
19
shares
|
$7,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
18
shares
|
$6,788
0.0% of portfolio
|
Q4 2024
Reduced 82.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
18
shares
|
$6,788
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
18
shares
|
$6,788
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|