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 |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
5,331
shares
|
$1.83 Million
0.62% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
5,317
shares
|
$1.82 Million
0.27% of portfolio
|
Q2 2025
Reduced 79.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,310
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
5,276
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,240
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
5,187
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2025
Added 38.69%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
5,147
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
5,095
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,042
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,019
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,007
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$1.71 Million
1.65% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
5,000
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
4,944
shares
|
$1.7 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
4,941
shares
|
$1.69 Million
0.46% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,848
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
4,845
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
4,842
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
4,824
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.3%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,811
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,768
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
4,676
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,631
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,629
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,622
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2025
Reduced 18.15%
|