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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,585
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 44.73%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,580
shares
|
$1.57 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,546
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,544
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,525
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
4,513
shares
|
$1.55 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
4,496
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.44%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
4,488
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,457
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,452
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
4,436
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,415
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
4,379
shares
|
$1.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
4,369
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
4,280
shares
|
$1.47 Million
0.6% of portfolio
|
Q1 2025
Added 58.23%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,228
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,125
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,105
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
4,093
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
4,062
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,062
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 56.54%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,052
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,000
shares
|
$1.37 Million
3.12% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
3,953
shares
|
$1.36 Million
0.35% of portfolio
|
Q2 2025
New holding
|