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 |
|---|---|---|---|---|---|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
1,771
shares
|
$607,364
0.19% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,761
shares
|
$603,934
0.01% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,734
shares
|
$594,675
0.09% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,717
shares
|
$588,845
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,716
shares
|
$588,502
0.26% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,710
shares
|
$586,444
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
1,707
shares
|
$585,415
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,699
shares
|
$582,672
0.01% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,694
shares
|
$580,957
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,693
shares
|
$580,614
0.4% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,687
shares
|
$578,556
0.03% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,680
shares
|
$576,156
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,674
shares
|
$574,098
0.04% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,674
shares
|
$574,098
0.1% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,673
shares
|
$573,755
0.04% of portfolio
|
Q4 2023
Added 6.36%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
1,665
shares
|
$571,011
0.08% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,665
shares
|
$571,011
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
1,664
shares
|
$570,668
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,648
shares
|
$565,181
0.05% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
1,648
shares
|
$565,181
0.34% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,631
shares
|
$559,351
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
1,619
shares
|
$555,236
0.2% of portfolio
|
Q4 2023
Added 32.06%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,617
shares
|
$554,550
0.01% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1,613
shares
|
$553,178
0.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,610
shares
|
$552,149
0.49% of portfolio
|
Q2 2025
Reduced 62.51%
|