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 1,278 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
684
shares
|
$198,948
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
646
shares
|
$187,895
0.03% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
638
shares
|
$185,568
0.01% of portfolio
|
Q3 2024
Added 3444.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
635
shares
|
$184,696
0.02% of portfolio
|
Q3 2024
Added 79.89%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
604
shares
|
$175,679
0.01% of portfolio
|
Q4 2023
Reduced 13.47%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
601
shares
|
$174,806
0.01% of portfolio
|
Q3 2024
Added 70.74%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$174,516
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
598
shares
|
$173,934
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
585
shares
|
$170,153
0.0% of portfolio
|
Q2 2024
Added 13.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
566
shares
|
$164,626
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
563
shares
|
$163,754
0.0% of portfolio
|
Q3 2024
Reduced 87.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
551
shares
|
$160,263
0.01% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
550
shares
|
$159,973
0.06% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
547
shares
|
$159,100
0.02% of portfolio
|
Q3 2024
Added 160.48%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
546
shares
|
$158,809
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
541
shares
|
$157,355
0.01% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
532
shares
|
$154,737
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
520
shares
|
$151,247
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
512
shares
|
$148,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
512
shares
|
$148,920
0.0% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$145,430
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$145,430
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
497
shares
|
$144,557
0.06% of portfolio
|
Q2 2024
Reduced 17.03%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
478
shares
|
$139,031
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
459
shares
|
$133,504
0.02% of portfolio
|
Q3 2024
Reduced 3.57%
|