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 1,293 institutions that hold shares in the stock, with a total of 89.3 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
18,702
shares
|
$5.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
18,555
shares
|
$5.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 40.29%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
18,497
shares
|
$5 Million
0.05% of portfolio
|
Q3 2024
Reduced 94.62%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
18,497
shares
|
$5 Million
0.05% of portfolio
|
Q3 2024
Added 30.94%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,437
shares
|
$4.98 Million
0.11% of portfolio
|
Q3 2024
Added 2294.42%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
18,381
shares
|
$4.97 Million
0.15% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
18,232
shares
|
$4.93 Million
0.31% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
18,219
shares
|
$4.93 Million
1.51% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
18,006
shares
|
$4.87 Million
0.64% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
17,845
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
17,780
shares
|
$4.81 Million
1.67% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$4.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
16,922
shares
|
$4.57 Million
0.58% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
16,877
shares
|
$4.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
16,826
shares
|
$4.55 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,721
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
16,670
shares
|
$4.51 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,572
shares
|
$4.48 Million
0.03% of portfolio
|
Q2 2023
Reduced 33.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,329
shares
|
$4.41 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,017
shares
|
$4.33 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,969
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2024
Added 41.73%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
15,871
shares
|
$4.29 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
15,823
shares
|
$4.28 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
15,781
shares
|
$4.27 Million
1.51% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,741
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2024
Added 10.63%
|