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 1,290 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
64
shares
|
$18,063
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
64
shares
|
$18,063
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
63
shares
|
$17,781
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
62
shares
|
$17,498
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
58
shares
|
$16,369
0.0% of portfolio
|
Q1 2024
Reduced 21.62%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
57
shares
|
$16,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
55
shares
|
$15,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
54
shares
|
$15,240
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
53
shares
|
$14,958
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
51
shares
|
$14,394
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
50
shares
|
$14,112
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$14,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$13,829
0.01% of portfolio
|
Q3 2023
Added 32.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
48
shares
|
$13,547
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$13,265
0.01% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
45
shares
|
$12,700
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
45
shares
|
$12,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
44
shares
|
$12,418
0.0% of portfolio
|
Q2 2024
Added 29.41%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
43
shares
|
$12,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42
shares
|
$11,854
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$11,289
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
40
shares
|
$11,289
0.0% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
39
shares
|
$11,007
0.0% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
32
shares
|
$9,031
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
32
shares
|
$9,031
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|