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 1,316 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
400
shares
|
$99,072
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
394
shares
|
$97,585
0.01% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
393
shares
|
$97,338
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
388
shares
|
$96,099
0.14% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
374
shares
|
$92,632
0.02% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
370
shares
|
$91,641
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
366
shares
|
$90,650
0.04% of portfolio
|
Q1 2020
Reduced 11.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
361
shares
|
$89,412
0.01% of portfolio
|
Q1 2022
Reduced 42.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
361
shares
|
$89,412
0.01% of portfolio
|
Q4 2021
Reduced 42.15%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
353
shares
|
$87,431
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
347
shares
|
$85,944
0.03% of portfolio
|
Q3 2023
Added 18.84%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
343
shares
|
$84,954
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
330
shares
|
$81,734
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
329
shares
|
$81,486
0.05% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
329
shares
|
$81,486
0.06% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
327
shares
|
$80,991
0.0% of portfolio
|
Q1 2025
Reduced 60.32%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
311
shares
|
$77,028
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$74,304
0.0% of portfolio
|
Q1 2025
Reduced 87.88%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
300
shares
|
$74,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
294
shares
|
$72,817
0.02% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
287
shares
|
$71,084
0.06% of portfolio
|
Q3 2024
Reduced 56.12%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
286
shares
|
$70,836
0.01% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
285
shares
|
$70,588
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
278
shares
|
$68,855
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
277
shares
|
$68,607
0.07% of portfolio
|
Q1 2023
Reduced 10.65%
|