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 1,278 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
4,855
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,832
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 170.85%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,829
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 53.58%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
4,800
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,750
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,731
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
4,728
shares
|
$1.38 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
4,717
shares
|
$1.37 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,688
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
4,660
shares
|
$1.36 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,641
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,631
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
4,563
shares
|
$1.33 Million
0.98% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
4,540
shares
|
$1.32 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
4,527
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2024
Reduced 6.43%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
4,470
shares
|
$1.3 Million
0.71% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,448
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,433
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,419
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
4,377
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,339
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,223
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
4,197
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,188
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.36%
|