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 1,278 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
80
shares
|
$22,406
0.0% of portfolio
|
Q2 2023
Reduced 95.57%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
79
shares
|
$22,126
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
77
shares
|
$21,566
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$21,566
0.0% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
76
shares
|
$21,286
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
75
shares
|
$21,006
0.0% of portfolio
|
Q2 2024
Reduced 89.58%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
75
shares
|
$21,006
0.01% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$21,006
0.0% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
74
shares
|
$20,725
0.01% of portfolio
|
Q3 2023
Reduced 29.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
74
shares
|
$20,725
0.01% of portfolio
|
Q2 2024
Reduced 67.4%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
72
shares
|
$20,165
0.02% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
71
shares
|
$19,885
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$19,605
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
70
shares
|
$19,605
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
70
shares
|
$19,605
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
68
shares
|
$19,045
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
67
shares
|
$18,765
0.0% of portfolio
|
Q3 2024
Added 168.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
65
shares
|
$18,205
0.0% of portfolio
|
Q3 2024
Added 32.65%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$18,205
0.0% of portfolio
|
Q3 2024
Added 75.68%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
64
shares
|
$17,925
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
64
shares
|
$17,925
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
63
shares
|
$17,645
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
58
shares
|
$16,244
0.0% of portfolio
|
Q1 2024
Reduced 21.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
55
shares
|
$15,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
54
shares
|
$15,124
0.0% of portfolio
|
Q3 2024
Added 17.39%
|