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 1,295 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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
191
shares
|
$53,289
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
182
shares
|
$50,778
0.0% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
175
shares
|
$48,825
0.01% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
173
shares
|
$48,267
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
172
shares
|
$47,988
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
165
shares
|
$46,035
0.01% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
164
shares
|
$45,756
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
160
shares
|
$44,640
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
159
shares
|
$44,361
0.03% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
141
shares
|
$39,339
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
140
shares
|
$39,060
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
130
shares
|
$36,270
0.03% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
129
shares
|
$35,991
0.01% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
128
shares
|
$35,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
124
shares
|
$34,596
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
124
shares
|
$34,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
122
shares
|
$34,038
0.01% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
120
shares
|
$33,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
118
shares
|
$32,922
0.03% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
112
shares
|
$31,248
0.01% of portfolio
|
Q2 2021
Reduced 99.62%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
107
shares
|
$29,853
0.01% of portfolio
|
Q4 2023
Reduced 22.46%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$27,900
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
100
shares
|
$27,900
0.0% of portfolio
|
Q3 2023
Reduced 87.88%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$27,900
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$27,900
0.02% of portfolio
|
Q1 2021
New holding
|