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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$13,375
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
39
shares
|
$13,375
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
39
shares
|
$13,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
38
shares
|
$13,032
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
37
shares
|
$12,689
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$12,003
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
34
shares
|
$11,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31
shares
|
$10,631
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
31
shares
|
$10,631
0.02% of portfolio
|
Q3 2024
Added 287.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$10,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
30
shares
|
$10,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
30
shares
|
$10,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
30
shares
|
$10,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
29
shares
|
$9,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
28
shares
|
$9,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
28
shares
|
$9,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25
shares
|
$8,573
0.0% of portfolio
|
Q2 2025
Reduced 50.98%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
24
shares
|
$8,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
22
shares
|
$7,544
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$7,544
0.0% of portfolio
|
Q4 2024
Reduced 76.84%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
22
shares
|
$7,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$7,201
0.0% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21
shares
|
$7,201
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
20
shares
|
$6,859
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
20
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
Reduced 80.39%
|