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 1,329 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $28.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6
shares
|
$1,806
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,806
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
6
shares
|
$1,806
0.0% of portfolio
|
Q3 2024
Reduced 99.71%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
5
shares
|
$1,505
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5
shares
|
$1,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
5
shares
|
$1,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
4
shares
|
$1,204
0.0% of portfolio
|
Q1 2024
Reduced 97.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
4
shares
|
$1,204
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,204
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
4
shares
|
$1,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$903
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3
shares
|
$903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$903
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3
shares
|
$903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$602
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$602
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2
shares
|
$602
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$301
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1
shares
|
$301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|