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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
918
shares
|
$314,828
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
917
shares
|
$314,485
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
916
shares
|
$314,142
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
914
shares
|
$313,456
0.0% of portfolio
|
Q4 2022
Reduced 30.34%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
913
shares
|
$313,113
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
913
shares
|
$313,113
0.07% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
912
shares
|
$312,770
0.01% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
908
shares
|
$311,398
0.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
904
shares
|
$310,026
0.1% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
903
shares
|
$309,683
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
900
shares
|
$308,655
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
894
shares
|
$306,597
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
894
shares
|
$306,597
0.0% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
891
shares
|
$305,568
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
887
shares
|
$304,196
0.04% of portfolio
|
Q2 2025
Reduced 63.5%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
886
shares
|
$303,853
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
886
shares
|
$303,853
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
881
shares
|
$302,138
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
878
shares
|
$301,110
0.01% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
877
shares
|
$300,767
0.01% of portfolio
|
Q2 2025
Reduced 79.79%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
875
shares
|
$300,081
0.07% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
875
shares
|
$300,081
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
874
shares
|
$299,738
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Aug 11, 2025 Q2 2025 |
874
shares
|
$299,738
0.06% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
871
shares
|
$298,709
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|