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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
1,952
shares
|
$669,438
0.02% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
1,943
shares
|
$666,351
0.28% of portfolio
|
Q2 2025
Added 241.48%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
1,940
shares
|
$665,323
0.39% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
1,933
shares
|
$662,922
0.03% of portfolio
|
Q2 2025
Added 162.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,924
shares
|
$659,835
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,909
shares
|
$654,691
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,900
shares
|
$651,605
0.25% of portfolio
|
Q4 2021
Reduced 5.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$651,605
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,897
shares
|
$650,576
0.02% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,886
shares
|
$646,803
0.21% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
1,883
shares
|
$645,774
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
1,882
shares
|
$645,431
0.05% of portfolio
|
Q2 2025
Reduced 66.19%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$640,630
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,858
shares
|
$637,201
0.22% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
1,857
shares
|
$636,858
0.2% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
1,855
shares
|
$636,172
0.29% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,854
shares
|
$635,829
0.04% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,827
shares
|
$626,569
0.33% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,819
shares
|
$623,826
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,802
shares
|
$617,995
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,802
shares
|
$617,995
0.02% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$617,310
0.07% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,797
shares
|
$616,281
0.07% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,794
shares
|
$615,252
0.03% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,790
shares
|
$613,880
0.01% of portfolio
|
Q2 2025
Reduced 8.86%
|