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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
58
shares
|
$14,365
0.0% of portfolio
|
Q1 2024
Reduced 21.62%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
57
shares
|
$14,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
54
shares
|
$13,374
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
54
shares
|
$13,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
53
shares
|
$13,127
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
51
shares
|
$12,631
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
51
shares
|
$12,631
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$12,384
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$12,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
50
shares
|
$12,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$12,136
0.01% of portfolio
|
Q3 2023
Added 32.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
48
shares
|
$11,888
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$11,640
0.01% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
45
shares
|
$11,145
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
45
shares
|
$11,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
44
shares
|
$10,897
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
43
shares
|
$10,650
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42
shares
|
$10,402
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
40
shares
|
$9,907
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
38
shares
|
$9,411
0.0% of portfolio
|
Q1 2025
Added 80.95%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
37
shares
|
$9,164
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
36
shares
|
$8,916
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$8,421
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
32
shares
|
$7,925
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31
shares
|
$7,678
0.01% of portfolio
|
Q2 2023
New holding
|