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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
1,275
shares
|
$437,261
0.02% of portfolio
|
Q2 2025
Added 44.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,273
shares
|
$436,575
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
1,269
shares
|
$435,203
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,268
shares
|
$434,860
0.02% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,266
shares
|
$434,174
0.03% of portfolio
|
Q2 2025
Added 42.89%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,263
shares
|
$433,145
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,254
shares
|
$430,059
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,250
shares
|
$428,687
0.14% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,245
shares
|
$426,972
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
1,245
shares
|
$426,972
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,244
shares
|
$426,629
0.0% of portfolio
|
Q2 2025
Reduced 61.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,243
shares
|
$426,286
0.01% of portfolio
|
Q2 2020
Reduced 6.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,225
shares
|
$420,113
0.03% of portfolio
|
Q3 2023
Added 4.79%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,223
shares
|
$419,427
0.32% of portfolio
|
Q2 2020
New holding
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,220
shares
|
$418,399
0.11% of portfolio
|
Q2 2025
Reduced 28.86%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,215
shares
|
$416,684
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
1,215
shares
|
$416,684
0.17% of portfolio
|
Q1 2024
Reduced 23.58%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,213
shares
|
$415,998
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,213
shares
|
$415,998
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,204
shares
|
$412,911
0.02% of portfolio
|
Q2 2022
Reduced 3.99%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$411,540
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$411,540
0.08% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
1,200
shares
|
$411,540
0.11% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,187
shares
|
$407,081
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,186
shares
|
$406,738
0.1% of portfolio
|
Q2 2025
Added 0.34%
|