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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
31
shares
|
$7,678
0.0% of portfolio
|
Q3 2024
Added 47.62%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
31
shares
|
$7,678
0.02% of portfolio
|
Q3 2024
Added 287.5%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
30
shares
|
$7,430
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$7,430
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
30
shares
|
$7,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
30
shares
|
$7,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
29
shares
|
$7,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
29
shares
|
$7,182
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
28
shares
|
$6,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
23
shares
|
$5,696
0.0% of portfolio
|
Q2 2024
Reduced 84.67%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
22
shares
|
$5,448
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
22
shares
|
$5,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
22
shares
|
$5,448
0.0% of portfolio
|
Q4 2024
Reduced 76.84%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
20
shares
|
$4,953
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
20
shares
|
$4,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
19
shares
|
$4,705
0.0% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
19
shares
|
$4,705
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
18
shares
|
$4,458
0.0% of portfolio
|
Q4 2024
Reduced 82.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
18
shares
|
$4,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$4,210
0.0% of portfolio
|
Q4 2022
Added 88.89%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$4,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
17
shares
|
$4,210
0.0% of portfolio
|
Q1 2025
Added 112.5%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
16
shares
|
$3,962
0.0% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,962
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
16
shares
|
$3,962
0.0% of portfolio
|
Q4 2024
New holding
|