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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,759
shares
|
$812,249
0.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,754
shares
|
$810,777
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,752
shares
|
$810,188
0.01% of portfolio
|
Q4 2024
Added 51.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,746
shares
|
$808,422
0.01% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
2,721
shares
|
$801,062
0.37% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,714
shares
|
$799,001
0.01% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
2,705
shares
|
$796,351
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
2,701
shares
|
$795,174
0.01% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
2,700
shares
|
$794,879
0.23% of portfolio
|
Q4 2022
Reduced 35.71%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,696
shares
|
$793,702
0.18% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,680
shares
|
$788,991
0.1% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,624
shares
|
$772,505
0.04% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,621
shares
|
$771,622
0.07% of portfolio
|
Q3 2022
Added 0.96%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
2,612
shares
|
$768,972
0.01% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,611
shares
|
$768,678
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,610
shares
|
$768,383
0.08% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,603
shares
|
$766,323
0.08% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,602
shares
|
$766,028
0.03% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,590
shares
|
$762,495
0.12% of portfolio
|
Q4 2021
Added 9.51%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,583
shares
|
$760,435
0.13% of portfolio
|
Q2 2022
Reduced 72.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,572
shares
|
$757,196
0.05% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,562
shares
|
$754,252
0.33% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
2,546
shares
|
$749,542
0.17% of portfolio
|
Q1 2024
Added 113.41%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,535
shares
|
$746,304
0.0% of portfolio
|
Q4 2024
Reduced 53.09%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,531
shares
|
$745,126
0.05% of portfolio
|
Q1 2024
Reduced 2.5%
|