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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
16
shares
|
$6,034
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
16
shares
|
$6,034
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
16
shares
|
$6,034
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$6,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
14
shares
|
$5,279
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
14
shares
|
$5,279
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
13
shares
|
$4,902
0.0% of portfolio
|
Q4 2025
Added 30.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
13
shares
|
$4,902
0.0% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
12
shares
|
$4,525
0.0% of portfolio
|
Q2 2022
Reduced 36.84%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$4,525
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$4,525
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
12
shares
|
$4,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$4,148
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
10
shares
|
$3,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
10
shares
|
$3,771
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10
shares
|
$3,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$3,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
9
shares
|
$3,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
9
shares
|
$3,394
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
9
shares
|
$3,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
8
shares
|
$3,017
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$3,017
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
8
shares
|
$3,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|