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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
2,139
shares
|
$733,570
0.17% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,135
shares
|
$732,198
0.25% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,131
shares
|
$730,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
2,123
shares
|
$728,082
0.01% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,120
shares
|
$727,054
0.08% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,108
shares
|
$722,938
0.01% of portfolio
|
Q2 2025
Added 43.69%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
2,100
shares
|
$720,195
0.05% of portfolio
|
Q2 2024
Reduced 48.28%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
2,100
shares
|
$720,195
0.31% of portfolio
|
Q4 2020
Reduced 26.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,083
shares
|
$714,364
0.0% of portfolio
|
Q2 2025
Reduced 27.77%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,080
shares
|
$713,336
0.26% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,067
shares
|
$708,877
0.03% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,066
shares
|
$708,534
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,048
shares
|
$702,361
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,038
shares
|
$698,932
0.01% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,026
shares
|
$694,816
0.06% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
2,017
shares
|
$691,730
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,016
shares
|
$691,387
0.11% of portfolio
|
Q3 2023
Added 9.51%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$685,900
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,996
shares
|
$684,528
0.03% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,993
shares
|
$683,499
0.04% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,985
shares
|
$680,755
0.24% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,979
shares
|
$678,698
0.01% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
1,961
shares
|
$672,524
0.21% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
1,955
shares
|
$670,467
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,953
shares
|
$669,781
0.03% of portfolio
|
Q2 2025
Reduced 15.64%
|