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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16
shares
|
$3,962
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16
shares
|
$3,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
15
shares
|
$3,715
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
14
shares
|
$3,467
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
13
shares
|
$3,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13
shares
|
$3,219
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
12
shares
|
$2,972
0.0% of portfolio
|
Q2 2022
Reduced 36.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
12
shares
|
$2,972
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
12
shares
|
$2,972
0.0% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
12
shares
|
$2,972
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
12
shares
|
$2,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,724
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10
shares
|
$2,476
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
10
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
10
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
9
shares
|
$2,229
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
9
shares
|
$2,229
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9
shares
|
$2,229
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
9
shares
|
$2,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
9
shares
|
$2,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8
shares
|
$1,981
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
8
shares
|
$1,981
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
8
shares
|
$1,981
0.0% of portfolio
|
Q4 2024
New holding
|