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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
1,367
shares
|
$468,812
0.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,359
shares
|
$466,069
0.09% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,358
shares
|
$465,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,354
shares
|
$464,354
0.0% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,354
shares
|
$464,354
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,351
shares
|
$463,325
0.02% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,348
shares
|
$462,296
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,347
shares
|
$461,953
0.03% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,343
shares
|
$460,581
0.03% of portfolio
|
Q2 2025
Added 51.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,332
shares
|
$456,809
0.01% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,329
shares
|
$455,780
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,329
shares
|
$455,780
0.06% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,327
shares
|
$455,094
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,325
shares
|
$454,408
0.03% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,324
shares
|
$454,065
0.01% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
1,324
shares
|
$454,065
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,321
shares
|
$453,036
0.23% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
1,318
shares
|
$452,008
0.08% of portfolio
|
Q2 2025
Reduced 40.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,315
shares
|
$450,979
0.01% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,312
shares
|
$449,950
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$448,578
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
1,307
shares
|
$448,235
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
1,300
shares
|
$445,835
0.03% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
1,300
shares
|
$445,835
0.33% of portfolio
|
Q4 2020
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,277
shares
|
$437,947
0.01% of portfolio
|
Q2 2025
Reduced 6.31%
|