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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,328
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
3,327
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,326
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
3,314
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 77.89%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
3,303
shares
|
$1.13 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,276
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,266
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,243
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 82.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,193
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,182
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 88.24%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,176
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,157
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,140
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
3,125
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.22%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,097
shares
|
$1.06 Million
1.22% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,095
shares
|
$1.06 Million
0.39% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
3,083
shares
|
$1.06 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,077
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
3,075
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,072
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,071
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,035
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
3,028
shares
|
$1.04 Million
0.64% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,015
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,010
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
New holding
|