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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
80
shares
|
$19,814
0.0% of portfolio
|
Q2 2023
Reduced 95.57%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
79
shares
|
$19,566
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$19,071
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
77
shares
|
$19,071
0.0% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
76
shares
|
$18,823
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
75
shares
|
$18,576
0.01% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
74
shares
|
$18,328
0.01% of portfolio
|
Q2 2024
Reduced 67.4%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
74
shares
|
$18,328
0.01% of portfolio
|
Q4 2024
Reduced 78.98%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
74
shares
|
$18,328
0.02% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
72
shares
|
$17,832
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
71
shares
|
$17,585
0.0% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
71
shares
|
$17,585
0.0% of portfolio
|
Q4 2024
Added 144.83%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
71
shares
|
$17,585
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$17,337
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
70
shares
|
$17,337
0.01% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
70
shares
|
$17,337
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
69
shares
|
$17,089
0.02% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
69
shares
|
$17,089
0.0% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
68
shares
|
$16,842
0.0% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
64
shares
|
$15,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
64
shares
|
$15,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
63
shares
|
$15,603
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
63
shares
|
$15,603
0.0% of portfolio
|
Q1 2025
Added 231.58%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
63
shares
|
$15,603
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
62
shares
|
$15,356
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|