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 |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
4
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
Reduced 98.2%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
4
shares
|
$1,371
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$1,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$1,028
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3
shares
|
$1,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
3
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2
shares
|
$685
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$685
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$342
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$342
0.0% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1
shares
|
$342
0.0% of portfolio
|
Q2 2025
Reduced 97.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|