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 1,316 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
800
shares
|
$198,144
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
795
shares
|
$196,905
0.13% of portfolio
|
Q4 2024
Reduced 75.23%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
787
shares
|
$194,924
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
784
shares
|
$194,181
0.0% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
782
shares
|
$193,685
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
782
shares
|
$193,685
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
781
shares
|
$193,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
771
shares
|
$190,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
768
shares
|
$190,218
0.02% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
767
shares
|
$189,970
0.03% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
764
shares
|
$189,227
0.0% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
762
shares
|
$188,732
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
757
shares
|
$187,493
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
754
shares
|
$186,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
753
shares
|
$186,503
0.01% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
753
shares
|
$186,503
0.18% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
752
shares
|
$186,255
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
750
shares
|
$185,760
0.02% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
750
shares
|
$185,760
0.04% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
745
shares
|
$184,521
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
743
shares
|
$184,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
742
shares
|
$183,778
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
739
shares
|
$183,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
733
shares
|
$181,549
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
730
shares
|
$180,806
0.06% of portfolio
|
Q1 2024
Added 37.74%
|