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 |
|---|---|---|---|---|---|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
125
shares
|
$30,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
124
shares
|
$30,712
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
122
shares
|
$30,216
0.01% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
121
shares
|
$29,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$29,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
120
shares
|
$29,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
120
shares
|
$29,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
120
shares
|
$29,721
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
112
shares
|
$27,740
0.01% of portfolio
|
Q2 2021
Reduced 99.62%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
107
shares
|
$26,501
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
104
shares
|
$25,758
0.02% of portfolio
|
Q4 2024
Reduced 87.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
102
shares
|
$25,263
0.0% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
100
shares
|
$24,768
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$24,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$24,768
0.0% of portfolio
|
Q3 2023
Reduced 87.88%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$24,768
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$24,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
96
shares
|
$23,777
0.01% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
95
shares
|
$23,529
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
94
shares
|
$23,281
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
94
shares
|
$23,281
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
93
shares
|
$23,034
0.02% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
92
shares
|
$22,786
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
84
shares
|
$20,805
0.0% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
81
shares
|
$20,062
0.0% of portfolio
|
Q2 2024
Reduced 19.8%
|