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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
18
shares
|
$6,173
0.0% of portfolio
|
Q4 2024
Reduced 82.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$6,173
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
18
shares
|
$6,173
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
17
shares
|
$5,830
0.0% of portfolio
|
Q4 2022
Added 88.89%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$5,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
17
shares
|
$5,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
16
shares
|
$5,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16
shares
|
$5,487
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
16
shares
|
$5,487
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
16
shares
|
$5,487
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
16
shares
|
$5,487
0.0% of portfolio
|
Q2 2025
Reduced 82.8%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
15
shares
|
$5,144
0.0% of portfolio
|
Q2 2025
Reduced 65.91%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
14
shares
|
$4,801
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
14
shares
|
$4,801
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
14
shares
|
$4,801
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
13
shares
|
$4,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
13
shares
|
$4,458
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
12
shares
|
$4,115
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
12
shares
|
$4,115
0.0% of portfolio
|
Q2 2022
Reduced 36.84%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12
shares
|
$4,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$4,115
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
12
shares
|
$4,115
0.0% of portfolio
|
Q2 2025
Reduced 89.83%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
12
shares
|
$4,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
11
shares
|
$3,772
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
10
shares
|
$3,429
0.0% of portfolio
|
Q2 2025
New holding
|