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 |
|---|---|---|---|---|---|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
1,050
shares
|
$360,097
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,048
shares
|
$359,411
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
1,048
shares
|
$359,411
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,045
shares
|
$358,382
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,042
shares
|
$357,353
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,040
shares
|
$356,668
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,032
shares
|
$353,924
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,026
shares
|
$351,866
0.01% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,022
shares
|
$350,494
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
1,018
shares
|
$349,123
0.13% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
1,016
shares
|
$348,437
0.0% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,015
shares
|
$348,094
0.09% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,015
shares
|
$348,094
0.02% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
1,014
shares
|
$347,751
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,012
shares
|
$347,065
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,009
shares
|
$346,036
0.03% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
1,008
shares
|
$345,693
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
1,003
shares
|
$343,978
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
1,003
shares
|
$343,978
0.2% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,001
shares
|
$343,292
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$342,950
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$342,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$342,950
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$342,950
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$342,950
0.04% of portfolio
|
Q1 2024
New holding
|