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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
870
shares
|
$298,366
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
869
shares
|
$298,023
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
868
shares
|
$297,680
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
868
shares
|
$297,680
0.11% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
867
shares
|
$297,337
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
861
shares
|
$295,279
0.02% of portfolio
|
Q2 2025
Reduced 90.51%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
859
shares
|
$294,594
0.01% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
853
shares
|
$292,536
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
850
shares
|
$291,507
0.04% of portfolio
|
Q3 2023
Reduced 5.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
849
shares
|
$291,164
0.03% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
845
shares
|
$289,792
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
838
shares
|
$287,392
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
836
shares
|
$286,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
835
shares
|
$286,363
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
833
shares
|
$285,677
0.08% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
831
shares
|
$284,991
0.15% of portfolio
|
Q2 2025
Added 52.76%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
822
shares
|
$281,904
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
818
shares
|
$280,533
0.57% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
817
shares
|
$280,190
0.02% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
812
shares
|
$278,475
0.05% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
811
shares
|
$278,132
0.16% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
810
shares
|
$277,789
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
808
shares
|
$277,103
0.01% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
800
shares
|
$274,360
0.08% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
800
shares
|
$274,360
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|