Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Rockwell Automation, Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,223
- +100 vs. Q3 2023
- Shares held
- 87.4M
- −4.76M (−5.2%) vs. Q3 2023
- Total value
- $27.1B
- +$784.7M (+3.0%) vs. Q3 2023
- New holders
- 179
- 408 more added
- Sold out
- 79
- 400 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,610,630 | $4.23B | 0.09% | +104,372+0.8% | Added |
| BlackRock Inc. | 9,927,505 | $3.08B | 0.08% | +436,158+4.6% | Added |
| State Street Corp | 4,530,871 | $1.41B | 0.07% | +91,099+2.1% | Added |
| Geode Capital Management, LLC | 2,578,155 | $798.4M | 0.08% | +65,415+2.6% | Added |
| Morgan Stanley | 2,373,763 | $737.0M | 0.06% | −778,341−24.7% | Reduced |
| Capital World Investors | 2,337,022 | $725.6M | 0.13% | −2,923,829−55.6% | Reduced |
| Bank of America Corp | 2,036,412 | $632.3M | 0.07% | −244,993−10.7% | Reduced |
| Amundi | 1,762,813 | $534.4M | 0.24% | −268,550−13.2% | Reduced |
| UBS Group AG | 1,492,983 | $463.5M | 0.19% | −25,824−1.7% | Reduced |
| Massachusetts Financial Services Co | 1,472,495 | $457.2M | 0.15% | −435,624−22.8% | Reduced |
| Goldman Sachs Group Inc | 1,360,802 | $422.5M | 0.09% | +105,255+8.4% | Added |
| Northern Trust Corp | 1,356,014 | $421.0M | 0.08% | −43,062−3.1% | Reduced |
| Lazard Asset Management LLC | 1,144,224 | $355.3M | 0.45% | −4,190−0.4% | Reduced |
| JPMorgan Chase & Co | 1,112,407 | $345.4M | 0.04% | −1,639,816−59.6% | Reduced |
| Invesco Ltd. | 1,099,158 | $341.3M | 0.08% | −34,634−3.1% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,093,175 | $339.3M | 2.11% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 900,626 | $279.6M | 0.21% | +2,736+0.3% | Added |
| Janus Henderson Group PLC | 849,845 | $263.9M | 0.16% | −14,779−1.7% | Reduced |
| Harding Loevner LP | 850,425 | $262.6M | 1.47% | −13,238−1.5% | Reduced |
| Bank of New York Mellon Corp | 838,786 | $260.4M | 0.05% | −37,139−4.2% | Reduced |
| UBS Asset Management Americas Inc | 819,035 | $254.3M | 0.10% | +71,352+9.5% | Added |
| Ninety One UK Ltd | 817,390 | $253.8M | 0.76% | −76,130−8.5% | Reduced |
| Legal & General Group Plc | 817,335 | $253.8M | 0.08% | +38,039+4.9% | Added |
| Dimensional Fund Advisors LP | 678,442 | $210.6M | 0.06% | +19,656+3.0% | Added |
| Charles Schwab Investment Management Inc | 645,485 | $200.4M | 0.05% | +35,070+5.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 601,070 | $186.6M | 0.38% | −4,216−0.7% | Reduced |
| Franklin Resources Inc | 586,342 | $182.0M | 0.09% | −21,692−3.6% | Reduced |
| King Luther Capital Management Corp | 581,893 | $180.7M | 0.87% | +713+0.1% | Added |
| Fisher Asset Management, LLC | 579,012 | $179.8M | 0.10% | +23,074+4.2% | Added |
| Price T Rowe Associates Inc | 526,243 | $163.4M | 0.02% | −5,689−1.1% | Reduced |
| Champlain Investment Partners, LLC | 471,317 | $146.3M | 0.87% | −11,970−2.5% | Reduced |
| Nordea Investment Management AB | 472,024 | $146.3M | 0.19% | −12,414−2.6% | Reduced |
| Alliancebernstein L.P. | 470,766 | $146.2M | 0.06% | +10,685+2.3% | Added |
| Qube Research & Technologies Ltd | 434,440 | $134.9M | 0.31% | +306,549+239.7% | Added |
| Two Sigma Advisers, LP | 431,700 | $134.0M | 0.31% | +431,700 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 426,345 | $132.4M | 0.59% | +100,161+30.7% | Added |
| DekaBank Deutsche Girozentrale | 420,099 | $129.2M | 0.27% | +89,207+27.0% | Added |
| Nuveen Asset Management, LLC | 408,072 | $126.7M | 0.04% | −14,285−3.4% | Reduced |
| Swedbank AB | 404,690 | $125.6M | 0.20% | −12,288−2.9% | Reduced |
| Blair William & Co | 394,308 | $122.4M | 0.42% | +1,964+0.5% | Added |
| Mairs & Power Inc | 384,684 | $119.4M | 1.26% | +9,132+2.4% | Added |
| Citadel Advisors LLC | 368,219 | $114.3M | 0.12% | +216,790+143.2% | Added |
| Swiss National Bank | 359,100 | $111.5M | 0.08% | −10,500−2.8% | Reduced |
| Credit Suisse AG | 344,923 | $107.1M | 0.10% | +93,170+37.0% | Added |
| APG Asset Management N.V. | 371,575 | $104.4M | 0.20% | +9,311+2.6% | Added |
| Westfield Capital Management Co LP | 311,454 | $96.7M | 0.56% | +8,130+2.7% | Added |
| Wells Fargo & Company | 311,152 | $96.6M | 0.03% | −34,913−10.1% | Reduced |
| Saturna Capital CORP | 300,300 | $93.2M | 1.45% | 00.0% | Unchanged |
| National Pension Service | 293,706 | $91.2M | 0.13% | +8,893+3.1% | Added |
| Deutsche Bank AG | 291,265 | $90.4M | 0.05% | +14,975+5.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 290,929 | $90.3M | 0.12% | −12,988−4.3% | Reduced |
| Two Sigma Investments, LP | 288,111 | $89.5M | 0.22% | +282,199+4,773.3% | Added |
| Barclays PLC | 278,618 | $86.5M | 0.04% | +8,555+3.2% | Added |
| HSBC Holdings PLC | 270,186 | $83.9M | 0.08% | −22,717−7.8% | Reduced |
| Royal Bank of Canada | 267,735 | $83.1M | 0.02% | +63,493+31.1% | Added |
| Primecap Management Co | 261,990 | $81.3M | 0.06% | −1,030−0.4% | Reduced |
| FMR LLC | 252,670 | $78.4M | 0.01% | −50,042−16.5% | Reduced |
| Quilter Plc | 249,525 | $77.4M | 2.61% | +23,560+10.4% | Added |
| Stifel Financial Corp | 248,719 | $77.2M | 0.10% | −16,695−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 246,217 | $76.4M | 0.35% | −774−0.3% | Reduced |
| Voya Investment Management LLC | 245,740 | $76.3M | 0.08% | +140,094+132.6% | Added |
| Handelsbanken Fonder AB | 244,601 | $75.9M | 0.37% | −55,048−18.4% | Reduced |
| Rhumbline Advisers | 240,017 | $74.5M | 0.08% | −2,468−1.0% | Reduced |
| Artisan Partners Limited Partnership | 220,492 | $68.5M | 0.11% | −245,907−52.7% | Reduced |
| Candriam Luxembourg S.C.A. | 218,193 | $67.7M | 0.47% | −8,156−3.6% | Reduced |
| California Public Employees Retirement System | 213,119 | $66.2M | 0.05% | −8,307−3.8% | Reduced |
| Huntington National Bank | 198,919 | $61.8M | 0.56% | +5,470+2.8% | Added |
| Millennium Management LLC | 197,414 | $61.3M | 0.06% | +121,300+159.4% | Added |
| TimesSquare Capital Management, LLC | 194,185 | $60.3M | 0.89% | +60,295+45.0% | Added |
| Reynders McVeigh Capital Management, LLC | 191,793 | $59.5M | 3.77% | −3,020−1.6% | Reduced |
| Birch Hill Investment Advisors LLC | 189,892 | $59.0M | 3.14% | +16,924+9.8% | Added |
| Principal Financial Group Inc | 188,597 | $58.6M | 0.04% | −43,231−18.6% | Reduced |
| Ameriprise Financial Inc | 179,406 | $55.7M | 0.02% | −42,347−19.1% | Reduced |
| UniSuper Management Pty Ltd | 178,766 | $55.5M | 0.61% | +239+0.1% | Added |
| Agf Management Ltd | 176,858 | $54.9M | 0.32% | −18,334−9.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 176,399 | $54.8M | 0.15% | −28,740−14.0% | Reduced |
| California State Teachers Retirement System | 175,515 | $54.5M | 0.08% | +126+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174,304 | $53.0M | 0.09% | +10,510+6.4% | Added |
| Waters Parkerson & Co., LLC | 166,069 | $51.6M | 2.86% | −3,297−1.9% | Reduced |
| Bank of Montreal | 165,392 | $51.4M | 0.03% | −732−0.4% | Reduced |
| Stephens Investment Management Group LLC | 162,240 | $50.4M | 0.74% | −3,839−2.3% | Reduced |
| Marshall Wace, LLP | 162,153 | $50.3M | 0.10% | +162,153 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $48.1M | 0.52% | 00.0% | Unchanged |
| Citigroup Inc | 153,854 | $47.8M | 0.06% | −32,969−17.6% | Reduced |
| Neuberger Berman Group LLC | 148,820 | $46.2M | 0.04% | −35,607−19.3% | Reduced |
| Korea Investment CORP | 147,380 | $45.8M | 0.12% | −7,558−4.9% | Reduced |
| CI Private Wealth, LLC | 143,478 | $44.5M | 0.08% | +4,147+3.0% | Added |
| Kodai Capital Management LP | 139,209 | $43.2M | 0.88% | +139,209 | New |
| Voloridge Investment Management, LLC | 135,844 | $42.2M | 0.17% | +135,844 | New |
| London & Capital Asset Management Ltd | 135,447 | $42.1M | 3.53% | +369+0.3% | Added |
| Gabelli Funds LLC | 133,959 | $41.6M | 0.32% | −1,266−0.9% | Reduced |
| DnB Asset Management AS | 123,761 | $38.4M | 0.20% | +5,534+4.7% | Added |
| Gamco Investors, Inc. Et Al | 123,506 | $38.3M | 0.41% | −200−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 122,393 | $38.0M | 0.08% | +6,292+5.4% | Added |
| BNP Paribas Arbitrage, SA | 118,498 | $36.8M | 0.07% | +6,535+5.8% | Added |
| Montrusco Bolton Investments Inc. | 114,154 | $35.4M | 0.44% | −11,473−9.1% | Reduced |
| Covea Finance | 113,758 | $35.3M | 1.72% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 112,048 | $34.8M | 0.10% | +108,743+3,290.3% | Added |
| Cambiar Investors LLC | 111,216 | $34.5M | 1.36% | +18,039+19.4% | Added |
| New York State Teachers Retirement System | 106,683 | $33.1M | 0.07% | −5,595−5.0% | Reduced |