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 |
|---|---|---|---|---|---|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
800
shares
|
$274,360
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
799
shares
|
$274,017
0.01% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
794
shares
|
$272,302
0.02% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
791
shares
|
$271,273
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
787
shares
|
$269,901
0.02% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
785
shares
|
$269,215
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
783
shares
|
$268,529
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
782
shares
|
$268,186
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
777
shares
|
$266,472
0.06% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
777
shares
|
$266,472
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
775
shares
|
$265,786
0.09% of portfolio
|
Q2 2025
Reduced 34.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
767
shares
|
$263,042
0.03% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
766
shares
|
$262,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
762
shares
|
$261,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
759
shares
|
$260,299
0.02% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
756
shares
|
$259,270
0.02% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
753
shares
|
$258,241
0.02% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
747
shares
|
$256,183
0.04% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
746
shares
|
$255,840
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
742
shares
|
$254,468
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
739
shares
|
$253,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
738
shares
|
$253,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
737
shares
|
$252,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
736
shares
|
$252,411
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
730
shares
|
$250,353
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|