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 1,292 institutions that hold shares in the stock, with a total of 89.3 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
541
shares
|
$150,884
0.01% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
532
shares
|
$148,374
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
520
shares
|
$145,028
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
512
shares
|
$142,796
0.0% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
505
shares
|
$140,844
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$139,450
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$139,450
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
497
shares
|
$138,613
0.06% of portfolio
|
Q2 2024
Reduced 17.03%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
478
shares
|
$133,314
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
460
shares
|
$128,293
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
460
shares
|
$128,293
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
450
shares
|
$125,504
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
440
shares
|
$122,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
439
shares
|
$122,437
0.0% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
435
shares
|
$121,321
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
431
shares
|
$120,205
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
431
shares
|
$120,205
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
430
shares
|
$119,926
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
419
shares
|
$116,859
0.01% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
414
shares
|
$115,464
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$111,559
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Maj Invest Holding A
|
Jan 22, 2025 Q4 2024 |
400
shares
|
$111,559
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
400
shares
|
$111,559
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$111,559
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
388
shares
|
$108,213
0.14% of portfolio
|
Q2 2022
Reduced 1.52%
|