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 1,328 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,351
shares
|
$397,734
0.02% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,348
shares
|
$396,851
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,342
shares
|
$395,084
0.03% of portfolio
|
Q4 2024
Added 34.33%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,340
shares
|
$394,495
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,332
shares
|
$392,140
0.01% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,320
shares
|
$388,607
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
1,318
shares
|
$388,019
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,315
shares
|
$387,135
0.01% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,312
shares
|
$386,252
0.0% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,301
shares
|
$383,014
0.04% of portfolio
|
Q4 2024
Added 37.53%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$382,719
0.02% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$382,719
0.28% of portfolio
|
Q4 2020
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,284
shares
|
$378,009
0.02% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
1,263
shares
|
$371,827
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,257
shares
|
$370,060
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,252
shares
|
$368,588
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,250
shares
|
$368,000
0.13% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
1,250
shares
|
$368,000
0.13% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,243
shares
|
$365,939
0.01% of portfolio
|
Q2 2020
Reduced 6.07%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,230
shares
|
$362,112
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,230
shares
|
$362,112
0.01% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,229
shares
|
$361,817
0.02% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,225
shares
|
$360,640
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,225
shares
|
$360,640
0.03% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,223
shares
|
$360,051
0.0% of portfolio
|
Q4 2024
Reduced 41.62%
|