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 1,328 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,678
shares
|
$1.38 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
4,660
shares
|
$1.37 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
4,654
shares
|
$1.37 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,642
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,631
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,626
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 39.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
4,609
shares
|
$1.36 Million
0.44% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,580
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,553
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
4,544
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,484
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,451
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,428
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
4,376
shares
|
$1.29 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,261
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,240
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 98.41%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
4,195
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
4,066
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
4,063
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.89%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
4,061
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
4,053
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,051
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,043
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,027
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
3,951
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.03%
|