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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,769
shares
|
$514,531
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,765
shares
|
$513,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
1,754
shares
|
$510,168
0.16% of portfolio
|
Q2 2024
Added 124.58%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,732
shares
|
$503,769
0.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
1,725
shares
|
$501,733
0.05% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,725
shares
|
$501,733
0.01% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
1,719
shares
|
$499,988
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,707
shares
|
$496,498
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,701
shares
|
$494,752
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,700
shares
|
$494,462
0.14% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,687
shares
|
$490,680
0.17% of portfolio
|
Q3 2024
Added 54.2%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,685
shares
|
$490,099
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,682
shares
|
$489,226
0.03% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,681
shares
|
$488,935
0.02% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
1,680
shares
|
$488,644
0.07% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,674
shares
|
$486,899
0.04% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,673
shares
|
$486,608
0.04% of portfolio
|
Q4 2023
Added 6.36%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
1,673
shares
|
$486,608
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,671
shares
|
$486,027
0.16% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,665
shares
|
$484,281
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,664
shares
|
$483,991
0.06% of portfolio
|
Q3 2024
Reduced 59.93%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,663
shares
|
$483,700
0.01% of portfolio
|
Q2 2024
Added 145.28%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
1,648
shares
|
$479,337
0.31% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,637
shares
|
$476,137
0.22% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,622
shares
|
$471,774
0.07% of portfolio
|
Q3 2024
Reduced 1.04%
|