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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,072
shares
|
$904,396
0.06% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,052
shares
|
$898,508
0.03% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,047
shares
|
$897,036
0.0% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,032
shares
|
$892,620
0.0% of portfolio
|
Q4 2024
Reduced 94.0%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,017
shares
|
$888,204
0.05% of portfolio
|
Q4 2024
Added 188.98%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
3,010
shares
|
$886,143
0.01% of portfolio
|
Q4 2024
Reduced 56.62%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$883,199
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
2,964
shares
|
$872,601
0.11% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,951
shares
|
$868,774
0.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$866,713
0.14% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
2,913
shares
|
$857,587
0.02% of portfolio
|
Q4 2024
Added 43.14%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$853,759
0.33% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,886
shares
|
$849,638
0.0% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,877
shares
|
$846,988
0.02% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,872
shares
|
$845,516
0.02% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,870
shares
|
$844,927
0.04% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,860
shares
|
$841,983
0.27% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,848
shares
|
$838,451
0.0% of portfolio
|
Q4 2024
Reduced 98.11%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,832
shares
|
$833,740
0.07% of portfolio
|
Q4 2022
Reduced 23.42%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,800
shares
|
$824,319
0.08% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
2,800
shares
|
$824,319
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
2,791
shares
|
$821,670
0.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,780
shares
|
$818,431
0.02% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,775
shares
|
$816,959
0.01% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,768
shares
|
$814,899
0.4% of portfolio
|
Q4 2024
Reduced 1.77%
|