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 1,317 institutions that hold shares in the stock, with a total of 92.8 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
964
shares
|
$294,540
0.03% of portfolio
|
Q1 2025
Added 29.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
962
shares
|
$293,929
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
961
shares
|
$293,623
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
958
shares
|
$292,707
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
951
shares
|
$290,568
0.08% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
950
shares
|
$290,263
0.13% of portfolio
|
Q1 2021
Added 299.16%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
950
shares
|
$290,263
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
949
shares
|
$289,957
0.02% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
948
shares
|
$289,651
0.01% of portfolio
|
Q1 2021
Reduced 5.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
945
shares
|
$288,735
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
942
shares
|
$287,818
0.0% of portfolio
|
Q1 2025
Added 32.49%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
941
shares
|
$287,513
0.01% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
938
shares
|
$286,596
0.04% of portfolio
|
Q1 2025
Added 98.31%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
930
shares
|
$284,152
0.01% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
929
shares
|
$283,846
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
922
shares
|
$281,707
0.13% of portfolio
|
Q3 2024
Reduced 44.86%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
918
shares
|
$280,485
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
917
shares
|
$280,180
0.0% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
915
shares
|
$279,569
0.06% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
915
shares
|
$279,569
0.04% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
914
shares
|
$279,263
0.0% of portfolio
|
Q4 2022
Reduced 30.34%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
912
shares
|
$278,652
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
905
shares
|
$276,513
0.22% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
903
shares
|
$275,902
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$274,986
0.04% of portfolio
|
Q1 2025
Added 12.5%
|