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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
635
shares
|
$217,773
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
635
shares
|
$217,773
0.0% of portfolio
|
Q2 2025
Reduced 32.59%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
634
shares
|
$217,430
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
634
shares
|
$217,430
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
632
shares
|
$216,744
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
632
shares
|
$216,744
0.02% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
631
shares
|
$216,401
0.0% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
631
shares
|
$216,401
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
630
shares
|
$216,058
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
628
shares
|
$215,372
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
627
shares
|
$215,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
627
shares
|
$215,029
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
625
shares
|
$214,343
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
623
shares
|
$213,657
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
621
shares
|
$212,971
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
621
shares
|
$212,971
0.0% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
621
shares
|
$212,971
0.02% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
619
shares
|
$212,286
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
619
shares
|
$212,286
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
618
shares
|
$211,943
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
613
shares
|
$210,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
611
shares
|
$209,542
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
609
shares
|
$208,856
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
609
shares
|
$208,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
609
shares
|
$208,856
0.03% of portfolio
|
Q2 2025
New holding
|