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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
326
shares
|
$111,801
0.09% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
301
shares
|
$103,227
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
287
shares
|
$98,426
0.07% of portfolio
|
Q3 2024
Reduced 56.12%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
284
shares
|
$97,397
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
284
shares
|
$97,397
0.01% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
279
shares
|
$95,683
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
278
shares
|
$95,340
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
277
shares
|
$94,997
0.07% of portfolio
|
Q1 2023
Reduced 10.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
275
shares
|
$94,311
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
269
shares
|
$92,253
0.01% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
262
shares
|
$89,852
0.0% of portfolio
|
Q2 2025
Added 4266.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
261
shares
|
$89,509
0.02% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
254
shares
|
$87,109
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
254
shares
|
$87,109
0.0% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
250
shares
|
$85,737
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
250
shares
|
$85,737
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
249
shares
|
$85,394
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
248
shares
|
$85,051
0.03% of portfolio
|
Q2 2020
Reduced 1.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
247
shares
|
$84,708
0.01% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
245
shares
|
$84,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
230
shares
|
$78,878
0.01% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
230
shares
|
$78,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
226
shares
|
$77,506
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
225
shares
|
$77,163
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
215
shares
|
$73,734
0.01% of portfolio
|
Q2 2025
Added 3.86%
|