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 1,328 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
966
shares
|
$284,390
0.05% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
960
shares
|
$282,624
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
950
shares
|
$279,680
0.14% of portfolio
|
Q1 2021
Added 299.16%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
950
shares
|
$279,680
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
948
shares
|
$279,091
0.01% of portfolio
|
Q1 2021
Reduced 5.3%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
946
shares
|
$278,502
0.03% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
945
shares
|
$278,208
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
942
shares
|
$277,324
0.07% of portfolio
|
Q4 2024
Reduced 57.06%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
937
shares
|
$275,852
0.01% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
922
shares
|
$271,436
0.12% of portfolio
|
Q3 2024
Reduced 44.86%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
920
shares
|
$270,848
0.02% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
918
shares
|
$270,259
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
914
shares
|
$269,081
0.0% of portfolio
|
Q4 2022
Reduced 30.34%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
910
shares
|
$267,904
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
909
shares
|
$267,609
0.07% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
904
shares
|
$266,137
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
901
shares
|
$265,254
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$264,960
0.1% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
900
shares
|
$264,960
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
893
shares
|
$262,899
0.07% of portfolio
|
Q2 2024
Reduced 45.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
891
shares
|
$262,310
0.02% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
891
shares
|
$262,310
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
889
shares
|
$261,721
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
889
shares
|
$261,721
0.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
886
shares
|
$260,838
0.01% of portfolio
|
Q4 2024
Reduced 4.63%
|