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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$3,429
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
10
shares
|
$3,429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$3,429
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
10
shares
|
$3,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9
shares
|
$3,086
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
9
shares
|
$3,086
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
9
shares
|
$3,086
0.0% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
9
shares
|
$3,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9
shares
|
$3,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
8
shares
|
$2,743
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$2,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8
shares
|
$2,743
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q4 2024
Reduced 68.18%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
7
shares
|
$2,400
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$2,057
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6
shares
|
$2,057
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6
shares
|
$2,057
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5
shares
|
$1,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
5
shares
|
$1,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
5
shares
|
$1,714
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|