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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
62
shares
|
$21,262
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
57
shares
|
$19,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
56
shares
|
$19,205
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
56
shares
|
$19,205
0.01% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
53
shares
|
$18,176
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
51
shares
|
$17,490
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$17,490
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
51
shares
|
$17,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
51
shares
|
$17,490
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$17,147
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
50
shares
|
$17,147
0.0% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
50
shares
|
$17,147
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$16,804
0.01% of portfolio
|
Q3 2023
Added 32.43%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
48
shares
|
$16,461
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
48
shares
|
$16,461
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
47
shares
|
$16,118
0.0% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$16,118
0.01% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
45
shares
|
$15,432
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
44
shares
|
$15,089
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
42
shares
|
$14,403
0.0% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
42
shares
|
$14,403
0.0% of portfolio
|
Q2 2025
Added 35.48%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
41
shares
|
$14,060
0.0% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
41
shares
|
$14,060
0.01% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
40
shares
|
$13,718
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
40
shares
|
$13,718
0.0% of portfolio
|
Q4 2022
Added 300.0%
|