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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,639
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q4 2024
Reduced 68.18%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
7
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6
shares
|
$2,262
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$2,262
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5
shares
|
$1,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
5
shares
|
$1,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
4
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|