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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
274
shares
|
$67,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
267
shares
|
$66,130
0.0% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
262
shares
|
$64,892
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
262
shares
|
$64,892
0.01% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
261
shares
|
$64,644
0.02% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
250
shares
|
$61,920
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
250
shares
|
$61,920
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
249
shares
|
$61,672
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
248
shares
|
$61,424
0.03% of portfolio
|
Q2 2020
Reduced 1.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
247
shares
|
$61,176
0.01% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
240
shares
|
$59,443
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
240
shares
|
$59,443
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
234
shares
|
$57,957
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
226
shares
|
$55,975
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
226
shares
|
$55,975
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
222
shares
|
$54,984
0.02% of portfolio
|
Q1 2025
Reduced 33.53%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
205
shares
|
$50,774
0.02% of portfolio
|
Q3 2022
Reduced 79.72%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
202
shares
|
$50,031
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
201
shares
|
$49,783
0.0% of portfolio
|
Q4 2024
Added 101.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$49,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
200
shares
|
$49,536
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
200
shares
|
$49,536
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
200
shares
|
$49,536
0.0% of portfolio
|
Q4 2024
New holding
|