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 |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,791
shares
|
$957,173
0.18% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
2,787
shares
|
$955,801
0.31% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,784
shares
|
$954,772
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
2,782
shares
|
$954,086
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,780
shares
|
$953,401
0.02% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,768
shares
|
$949,285
0.45% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,764
shares
|
$947,913
0.0% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,757
shares
|
$945,513
0.02% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,754
shares
|
$944,484
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
2,754
shares
|
$944,484
0.02% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
2,752
shares
|
$943,798
0.45% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,749
shares
|
$942,769
0.03% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,720
shares
|
$932,824
0.0% of portfolio
|
Q2 2025
Added 34.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,714
shares
|
$930,766
0.01% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,712
shares
|
$930,080
0.01% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,702
shares
|
$926,650
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,700
shares
|
$925,965
0.19% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
2,700
shares
|
$925,965
0.26% of portfolio
|
Q4 2022
Reduced 35.71%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,656
shares
|
$910,875
0.03% of portfolio
|
Q2 2025
Added 92.05%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,653
shares
|
$909,846
0.05% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,636
shares
|
$904,016
0.05% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,626
shares
|
$900,586
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,621
shares
|
$898,871
0.07% of portfolio
|
Q3 2022
Added 0.96%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,618
shares
|
$897,843
0.01% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,614
shares
|
$896,471
0.01% of portfolio
|
Q2 2025
New holding
|