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 1,343 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6
shares
|
$2,121
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$2,121
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6
shares
|
$2,121
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6
shares
|
$2,121
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
6
shares
|
$2,121
0.0% of portfolio
|
Q3 2024
Reduced 99.71%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
5
shares
|
$1,768
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5
shares
|
$1,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
5
shares
|
$1,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
5
shares
|
$1,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
5
shares
|
$1,768
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
4
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
4
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$1,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$1,060
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3
shares
|
$1,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$707
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2
shares
|
$707
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2
shares
|
$707
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|