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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$510,309
0.01% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,479
shares
|
$507,223
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,473
shares
|
$505,165
0.25% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,473
shares
|
$505,165
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,468
shares
|
$503,450
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
1,464
shares
|
$502,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,460
shares
|
$500,707
0.04% of portfolio
|
Q2 2025
Reduced 48.36%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,430
shares
|
$490,418
0.01% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,427
shares
|
$489,389
0.01% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
1,427
shares
|
$489,389
0.27% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,422
shares
|
$487,674
0.05% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
1,417
shares
|
$485,960
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,410
shares
|
$483,559
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,410
shares
|
$483,559
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,409
shares
|
$483,216
0.07% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,403
shares
|
$481,158
0.01% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
1,401
shares
|
$480,472
0.03% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,400
shares
|
$480,130
0.18% of portfolio
|
Q4 2018
New holding
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,389
shares
|
$476,357
0.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,389
shares
|
$476,357
0.04% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,387
shares
|
$475,671
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,383
shares
|
$474,299
0.01% of portfolio
|
Q1 2023
Reduced 0.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$473,956
0.02% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,382
shares
|
$473,956
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,378
shares
|
$472,585
0.08% of portfolio
|
Q1 2025
Reduced 15.04%
|