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 1,438 institutions that hold shares in the stock, with a total of 95.3 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,122
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
7,079
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,060
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
7,034
shares
|
$2.41 Million
0.54% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
6,991
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
6,950
shares
|
$2.38 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
6,844
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
6,808
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
6,800
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,774
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
6,735
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
6,642
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Sandler Capital Management
New York, NY |
Aug 14, 2025 Q2 2025 |
6,625
shares
|
$2.27 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
6,580
shares
|
$2.26 Million
0.82% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
6,561
shares
|
$2.25 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,530
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Added 67.69%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
6,436
shares
|
$2.21 Million
1.66% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
6,433
shares
|
$2.21 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
6,326
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,289
shares
|
$2.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
6,175
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,107
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
6,015
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Added 33.67%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
6,010
shares
|
$2.06 Million
0.63% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,009
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|