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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
450
shares
|
$154,327
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
424
shares
|
$145,410
0.08% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
419
shares
|
$143,696
0.01% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
414
shares
|
$141,981
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
411
shares
|
$140,952
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
408
shares
|
$139,923
0.01% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Maj Invest Holding A
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$137,180
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$137,180
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
393
shares
|
$134,779
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
388
shares
|
$133,064
0.14% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
381
shares
|
$130,663
0.01% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
380
shares
|
$130,321
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
374
shares
|
$128,263
0.02% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
366
shares
|
$125,519
0.04% of portfolio
|
Q1 2020
Reduced 11.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
361
shares
|
$123,804
0.01% of portfolio
|
Q1 2022
Reduced 42.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
361
shares
|
$123,804
0.01% of portfolio
|
Q4 2021
Reduced 42.15%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
353
shares
|
$121,061
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
348
shares
|
$119,346
0.02% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
347
shares
|
$119,003
0.03% of portfolio
|
Q3 2023
Added 18.84%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
343
shares
|
$117,631
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
341
shares
|
$116,945
0.01% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
333
shares
|
$114,202
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
329
shares
|
$112,830
0.06% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
329
shares
|
$112,830
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
328
shares
|
$112,487
0.07% of portfolio
|
Q2 2025
Reduced 0.3%
|