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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,988
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,979
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
2,954
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
2,953
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,950
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.81%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
2,940
shares
|
$1.01 Million
3.09% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,938
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
2,929
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Reduced 70.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
2,925
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,912
shares
|
$998,670
0.13% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,900
shares
|
$994,555
0.04% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,893
shares
|
$992,154
0.1% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,872
shares
|
$984,952
0.02% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,860
shares
|
$980,837
0.27% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
2,857
shares
|
$979,808
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
2,836
shares
|
$972,606
0.04% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,832
shares
|
$971,234
0.07% of portfolio
|
Q4 2022
Reduced 23.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,832
shares
|
$971,234
0.06% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,825
shares
|
$968,833
0.01% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,822
shares
|
$967,804
0.0% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,810
shares
|
$963,689
0.01% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,800
shares
|
$960,260
0.08% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
2,800
shares
|
$960,260
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,793
shares
|
$957,859
0.01% of portfolio
|
Q2 2025
Added 57.71%
|