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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,173
shares
|
$414,796
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,170
shares
|
$413,735
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,169
shares
|
$413,381
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,169
shares
|
$413,381
0.07% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,168
shares
|
$413,028
0.32% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,165
shares
|
$411,967
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,161
shares
|
$410,552
0.01% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,153
shares
|
$407,723
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,150
shares
|
$406,663
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,150
shares
|
$406,663
0.23% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,149
shares
|
$406,309
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
1,146
shares
|
$405,248
0.01% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,145
shares
|
$404,894
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,142
shares
|
$403,834
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
1,138
shares
|
$402,419
0.05% of portfolio
|
Q3 2021
Added 12.74%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,134
shares
|
$401,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,132
shares
|
$400,297
0.23% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
1,127
shares
|
$398,529
0.02% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
1,120
shares
|
$396,054
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,120
shares
|
$396,054
0.0% of portfolio
|
Q1 2025
Added 32.86%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
1,119
shares
|
$395,700
0.04% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
1,119
shares
|
$395,700
0.19% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
1,117
shares
|
$394,993
0.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,117
shares
|
$394,993
0.01% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,111
shares
|
$392,871
0.02% of portfolio
|
Q1 2025
Reduced 5.53%
|