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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,609
shares
|
$551,806
0.03% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
1,605
shares
|
$550,434
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$548,720
0.16% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
1,600
shares
|
$548,720
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,594
shares
|
$546,662
0.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,593
shares
|
$546,319
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,588
shares
|
$544,604
0.08% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,585
shares
|
$543,575
0.03% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,577
shares
|
$540,832
0.01% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,575
shares
|
$540,146
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,563
shares
|
$536,030
0.01% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
1,563
shares
|
$536,030
0.09% of portfolio
|
Q2 2025
Reduced 67.91%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
1,562
shares
|
$535,687
0.19% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,562
shares
|
$535,687
0.1% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,556
shares
|
$533,630
0.05% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,538
shares
|
$527,457
0.01% of portfolio
|
Q2 2025
Added 40.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,527
shares
|
$523,684
0.06% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$518,540
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
1,507
shares
|
$516,825
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$514,425
0.02% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$514,425
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$514,425
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,494
shares
|
$512,367
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,490
shares
|
$510,995
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,489
shares
|
$510,652
0.21% of portfolio
|
Q2 2025
Reduced 1.91%
|