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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,611
shares
|
$895,442
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,602
shares
|
$892,355
0.03% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,596
shares
|
$890,298
0.1% of portfolio
|
Q1 2025
Reduced 50.59%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,590
shares
|
$888,240
0.12% of portfolio
|
Q4 2021
Added 9.51%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,583
shares
|
$885,839
0.13% of portfolio
|
Q2 2022
Reduced 72.32%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,583
shares
|
$885,839
0.02% of portfolio
|
Q2 2025
Added 76.43%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
2,569
shares
|
$881,038
0.04% of portfolio
|
Q2 2025
Reduced 80.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,544
shares
|
$872,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,531
shares
|
$868,006
0.05% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,519
shares
|
$863,891
0.07% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
2,512
shares
|
$861,490
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$857,375
0.73% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,498
shares
|
$856,689
0.07% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,457
shares
|
$842,628
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,447
shares
|
$839,198
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,416
shares
|
$828,567
0.19% of portfolio
|
Q2 2025
Added 8848.15%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,415
shares
|
$828,224
0.04% of portfolio
|
Q2 2025
Added 173.81%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
2,413
shares
|
$827,538
0.08% of portfolio
|
Q3 2022
Reduced 14.86%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,413
shares
|
$827,538
0.04% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
2,406
shares
|
$825,137
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,403
shares
|
$824,108
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$823,080
0.28% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
2,399
shares
|
$822,737
0.01% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,397
shares
|
$822,051
0.06% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,396
shares
|
$821,708
0.08% of portfolio
|
Q1 2025
Reduced 7.15%
|