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 1,278 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,933
shares
|
$562,232
0.08% of portfolio
|
Q2 2024
Reduced 17.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,930
shares
|
$561,359
0.01% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,928
shares
|
$560,778
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,920
shares
|
$558,451
0.08% of portfolio
|
Q3 2024
Added 66.81%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,900
shares
|
$552,634
0.25% of portfolio
|
Q4 2021
Reduced 5.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,900
shares
|
$552,634
0.01% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$552,634
0.19% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,898
shares
|
$552,052
0.02% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,884
shares
|
$547,980
0.06% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
1,883
shares
|
$547,689
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
1,876
shares
|
$545,653
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
1,863
shares
|
$541,872
0.01% of portfolio
|
Q3 2024
Reduced 90.47%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,861
shares
|
$541,290
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
1,859
shares
|
$540,708
0.15% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,855
shares
|
$539,545
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,854
shares
|
$539,254
0.04% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$538,091
0.04% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,821
shares
|
$529,656
0.38% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,815
shares
|
$527,910
0.01% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,805
shares
|
$525,002
0.03% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,801
shares
|
$523,838
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$523,548
0.05% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,794
shares
|
$521,802
0.08% of portfolio
|
Q2 2022
Reduced 10.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$518,603
0.01% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,778
shares
|
$517,149
0.01% of portfolio
|
Q2 2024
Reduced 87.82%
|