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 |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
2,394
shares
|
$821,022
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,351
shares
|
$806,275
0.02% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,349
shares
|
$805,589
0.01% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,343
shares
|
$803,531
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,339
shares
|
$802,160
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
2,310
shares
|
$792,214
0.31% of portfolio
|
Q1 2023
Added 14.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
2,297
shares
|
$787,756
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,293
shares
|
$786,384
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
2,290
shares
|
$785,355
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,284
shares
|
$783,297
0.07% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,280
shares
|
$781,926
0.19% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,248
shares
|
$770,951
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,232
shares
|
$765,464
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,232
shares
|
$765,464
0.01% of portfolio
|
Q2 2025
Added 132.02%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,221
shares
|
$761,691
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,214
shares
|
$759,291
0.02% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,212
shares
|
$758,605
0.01% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,197
shares
|
$753,461
0.02% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,192
shares
|
$751,746
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,186
shares
|
$749,688
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
2,185
shares
|
$749,345
0.04% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
2,183
shares
|
$748,659
0.45% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,155
shares
|
$739,057
0.01% of portfolio
|
Q2 2025
Added 64.38%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,153
shares
|
$738,371
0.03% of portfolio
|
Q2 2025
Added 84.81%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,144
shares
|
$735,284
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|