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 1,343 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
1,273
shares
|
$450,158
0.01% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,273
shares
|
$450,158
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,266
shares
|
$447,682
0.03% of portfolio
|
Q2 2025
Added 42.89%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
1,263
shares
|
$446,622
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
1,261
shares
|
$445,914
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,250
shares
|
$442,025
0.12% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,245
shares
|
$440,256
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,244
shares
|
$439,903
0.01% of portfolio
|
Q1 2025
Reduced 29.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,243
shares
|
$439,549
0.01% of portfolio
|
Q2 2020
Reduced 6.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,230
shares
|
$434,952
0.01% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,225
shares
|
$433,184
0.03% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Steinberg Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,223
shares
|
$432,477
0.26% of portfolio
|
Q2 2020
New holding
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
1,215
shares
|
$429,648
0.17% of portfolio
|
Q1 2024
Reduced 23.58%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,213
shares
|
$428,941
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,204
shares
|
$425,758
0.02% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,201
shares
|
$424,697
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$424,344
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$424,344
0.08% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,200
shares
|
$424,344
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,187
shares
|
$419,746
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,182
shares
|
$417,978
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$417,625
0.01% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,180
shares
|
$417,271
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,178
shares
|
$416,564
0.03% of portfolio
|
Q1 2025
Added 32.51%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,176
shares
|
$415,857
0.03% of portfolio
|
Q2 2025
Reduced 48.22%
|