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 |
|---|---|---|---|---|---|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$49,536
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
199
shares
|
$49,288
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
198
shares
|
$49,040
0.0% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
192
shares
|
$47,554
0.01% of portfolio
|
Q2 2023
Added 51.18%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
191
shares
|
$47,306
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
190
shares
|
$47,059
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
189
shares
|
$46,811
0.02% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
186
shares
|
$46,068
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
182
shares
|
$45,077
0.01% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
175
shares
|
$43,344
0.01% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
173
shares
|
$42,848
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
170
shares
|
$42,105
0.01% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
167
shares
|
$41,362
0.02% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
165
shares
|
$40,867
0.01% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
165
shares
|
$40,867
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
159
shares
|
$39,381
0.03% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
141
shares
|
$34,922
0.01% of portfolio
|
Q4 2024
Added 41.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
141
shares
|
$34,922
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
140
shares
|
$34,675
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
133
shares
|
$32,941
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
130
shares
|
$32,198
0.03% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
130
shares
|
$32,198
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
129
shares
|
$31,950
0.01% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
128
shares
|
$31,703
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$30,960
0.02% of portfolio
|
Q4 2024
Added 16.82%
|