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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$32,237
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
90
shares
|
$30,865
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
82
shares
|
$28,121
0.0% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
81
shares
|
$27,778
0.0% of portfolio
|
Q2 2024
Reduced 19.8%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
80
shares
|
$27,436
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
79
shares
|
$27,093
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$26,407
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
76
shares
|
$26,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
75
shares
|
$25,721
0.01% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
74
shares
|
$25,378
0.01% of portfolio
|
Q2 2024
Reduced 67.4%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
74
shares
|
$25,378
0.02% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
72
shares
|
$24,692
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$24,692
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
72
shares
|
$24,692
0.02% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$24,349
0.0% of portfolio
|
Q2 2025
Added 97.22%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
71
shares
|
$24,349
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$24,006
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
70
shares
|
$24,006
0.01% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
70
shares
|
$24,006
0.0% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
64
shares
|
$21,948
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
64
shares
|
$21,948
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
64
shares
|
$21,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
63
shares
|
$21,605
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
63
shares
|
$21,605
0.01% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
63
shares
|
$21,605
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|