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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
133
shares
|
$45,612
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
129
shares
|
$44,240
0.01% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
125
shares
|
$42,868
0.02% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
125
shares
|
$42,868
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
125
shares
|
$42,868
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
124
shares
|
$42,525
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
121
shares
|
$41,496
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$41,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
120
shares
|
$41,154
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
117
shares
|
$40,125
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
116
shares
|
$39,782
0.0% of portfolio
|
Q2 2025
Added 48.72%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
114
shares
|
$39,096
0.03% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
112
shares
|
$38,410
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
112
shares
|
$38,410
0.01% of portfolio
|
Q2 2021
Reduced 99.62%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
107
shares
|
$36,695
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
103
shares
|
$35,323
0.02% of portfolio
|
Q2 2025
Reduced 88.59%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$34,295
0.01% of portfolio
|
Q2 2025
Reduced 47.64%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$34,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$34,295
0.0% of portfolio
|
Q3 2023
Reduced 87.88%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$34,295
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
100
shares
|
$34,295
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
100
shares
|
$34,295
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
96
shares
|
$32,923
0.01% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
95
shares
|
$32,580
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
94
shares
|
$32,237
0.0% of portfolio
|
Q2 2025
Added 11.9%
|