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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
687
shares
|
$235,606
0.02% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
687
shares
|
$235,606
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
684
shares
|
$234,577
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
683
shares
|
$234,234
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
682
shares
|
$233,891
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
680
shares
|
$233,206
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
680
shares
|
$233,206
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
679
shares
|
$232,863
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
672
shares
|
$230,462
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
671
shares
|
$230,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
671
shares
|
$230,119
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
670
shares
|
$229,776
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
670
shares
|
$229,776
0.05% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
668
shares
|
$229,090
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
667
shares
|
$228,747
0.01% of portfolio
|
Q2 2025
Reduced 80.45%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
666
shares
|
$228,404
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
664
shares
|
$227,718
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
664
shares
|
$227,718
0.01% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
660
shares
|
$226,347
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
655
shares
|
$224,632
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
649
shares
|
$222,574
0.0% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
641
shares
|
$219,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
640
shares
|
$219,488
0.03% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
639
shares
|
$219,145
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
638
shares
|
$218,802
0.0% of portfolio
|
Q2 2025
New holding
|