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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
730
shares
|
$250,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
730
shares
|
$250,353
0.08% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
729
shares
|
$250,010
0.0% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
728
shares
|
$249,667
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
726
shares
|
$248,981
0.04% of portfolio
|
Q2 2022
Added 818.99%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
724
shares
|
$248,295
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
721
shares
|
$247,266
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
721
shares
|
$247,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
721
shares
|
$247,266
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
716
shares
|
$245,552
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
713
shares
|
$244,523
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
711
shares
|
$243,837
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
709
shares
|
$243,151
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
705
shares
|
$241,779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
703
shares
|
$241,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
703
shares
|
$241,093
0.01% of portfolio
|
Q2 2025
Added 59.77%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
702
shares
|
$240,750
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
701
shares
|
$240,407
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
700
shares
|
$240,065
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
696
shares
|
$238,693
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
695
shares
|
$238,350
0.02% of portfolio
|
Q2 2025
Added 76.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
694
shares
|
$238,007
0.02% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
691
shares
|
$236,978
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
690
shares
|
$236,635
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
688
shares
|
$235,949
0.16% of portfolio
|
Q2 2025
New holding
|