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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.

Q4 2023 vs. Q3 2023

How the institutions holding Rockwell Automation, Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ROK: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,140171,223+100
Shares92.3M153.3K87.4M−4.76M (−5.2%)
Value$26.4B$43.8M$27.1B+$784.7M (+3.0%)

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (179)

Institutions that held Rockwell Automation, Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 179 by value.

Institutions new to ROK in Q4 2023
InstitutionSharesValue% of portfolio
Two Sigma Advisers, LP431,700$134.0M0.31%
Marshall Wace, LLP162,153$50.3M0.10%
Kodai Capital Management LP139,209$43.2M0.88%
Voloridge Investment Management, LLC135,844$42.2M0.17%
Adage Capital Partners GP, L.L.C.73,400$22.8M0.05%
Kempen Capital Management N.V.53,295$16.5M0.23%
Cidel Asset Management Inc48,645$15.1M0.65%
Capital Fund Management S.A.34,604$10.7M0.14%
Unisphere Establishment32,900$10.2M0.11%
Greenland Capital Management LP28,517$8.85M1.36%
Pathstone Holdings, LLC23,033$7.15M0.04%
Degroof Petercam Asset Management19,500$6.05M0.08%
Moore Capital Management, LP18,062$5.61M0.14%
Weiss Multi-Strategy Advisers LLC17,333$5.38M0.14%
TCW Group Inc12,908$4.01M0.04%
Davy Global Fund Management Ltd11,900$3.69M0.44%
Mirova10,611$3.29M0.67%
Elo Mutual Pension Insurance Co10,028$3.11M0.08%
Alight Capital Management LP10,000$3.10M0.99%
River & Mercantile Asset Management LLP10,000$3.10M0.59%
SilverOak Wealth Management LLC8,897$2.76M0.75%
Jump Financial, LLC8,154$2.53M0.08%
Dillon & Associates Inc8,095$2.51M0.46%
Teza Capital Management LLC7,570$2.35M0.39%
Jade Capital Advisors, LLC7,500$2.33M1.42%
Jefferies Financial Group Inc.6,250$1.94M0.03%
Temasek Holdings (Private) Ltd6,161$1.91M0.01%
Pearl River Capital, LLC5,264$1.63M0.26%
Dynamic Technology Lab Private Ltd5,036$1.56M0.17%
Leibman Financial Services, Inc.4,660$1.45M1.21%
UBS Oconnor LLC4,500$1.40M0.04%
HighPoint Advisor Group LLC4,660$1.32M0.09%
Klein Pavlis & Peasley Financial, Inc.4,058$1.26M1.17%
Vinva Investment Management Ltd3,861$1.20M0.08%
Entropy Technologies, LP3,677$1.14M0.21%
Healthcare of Ontario Pension Plan Trust Fund3,300$1.02M0.00%
Renaissance Technologies LLC3,262$1.01M0.00%
Stoneridge Investment Partners LLC3,073$954.0K0.40%
SRN Advisors, LLC3,034$942.0K0.85%
FJ Investments, LLC2,900$900.4K0.04%
Walleye Capital LLC2,741$851.0K0.01%
Colony Group, LLC2,733$849.0K0.01%
Marshall Financial Group LLC2,665$827.4K0.27%
Investment Management Corp of Ontario2,654$824.0K0.02%
Brevan Howard Capital Management LP2,567$797.0K0.08%
Stevens Capital Management LP2,489$773.0K0.19%
Hoge Financial Services, LLC2,378$738.5K0.74%
Nomura Holdings Inc2,312$717.8K0.01%
GLOBALT Investments LLC2,198$682.4K0.03%
Adviser Investments LLC2,191$680.3K0.01%
Intellectus Partners, LLC2,140$664.4K0.19%
Frazier Financial Advisors, LLC2,000$621.0K0.54%
Trueblood Wealth Management, LLC1,946$604.2K0.38%
Taylor Financial Group, Inc.1,923$597.1K0.49%
Marex Group plc1,899$589.6K0.02%
InTrack Investment Management Inc1,852$575.1K0.43%
Strategic Planning Group, LLC1,782$553.4K0.18%
Eagle Wealth Strategies LLC1,707$530.0K0.32%
Eisler Capital (UK) Ltd.1,676$520.4K0.05%
Inceptionr LLC1,625$504.5K0.36%
Cedar Point Capital Partners, LLC1,481$459.8K0.38%
Whalen Wealth Management Inc.1,449$449.9K0.41%
Machina Capital S.A.S.1,432$444.6K0.29%
Semus Wealth Partners LLC1,357$421.3K0.35%
Focus Financial Network Inc1,348$418.5K0.02%
Concurrent Investment Advisors, LLC1,292$401.1K0.02%
Lake Street Advisors Group, LLC1,291$400.7K0.02%
Gsa Capital Partners LLP1,238$384.0K0.03%
Patrick M Sweeney & Associates, Inc1,223$379.6K0.35%
Tyche Wealth Partners LLC1,200$372.6K0.09%
Clarity Capital Partners LLC1,167$362.3K0.26%
Capital Investment Counsel, Inc1,090$338.4K0.06%
NorthRock Partners, LLC1,086$337.2K0.01%
New England Research & Management, Inc.1,065$331.0K0.18%
BKM Wealth Management, LLC1,007$312.7K0.13%
Walden Wealth Partners LLC1,000$310.5K0.20%
Oracle Alpha Inc.954$296.2K0.38%
Second Line Capital, LLC916$284.4K0.11%
Pine Harbor Wealth Management, LLC900$279.4K0.21%
Principal Securities, Inc.898$278.8K0.01%
Barlow Wealth Partners, Inc.895$277.9K0.04%
Jacobs & Co876$272.0K0.03%
Arrowstreet Capital, Limited Partnership861$267.0K0.00%
HRT Financial LP858$266.0K0.00%
Diligent Investors, LLC853$264.9K0.07%
Graypoint LLC852$264.6K0.02%
Sapient Capital LLC838$260.2K0.01%
Signal Advisors Wealth, LLC825$256.0K0.09%
Eagle Global Advisors LLC820$254.6K0.02%
Busey Wealth Management812$252.1K0.01%
Financial Advocates Investment Management812$252.1K0.02%
M. Kulyk & Associates, LLC800$248.4K0.06%
Skopos Labs, Inc.797$247.5K0.12%
Eqis Capital Management, Inc.749$232.6K0.02%
Apexium Financial, LP740$229.8K0.02%
Moran Wealth Management, LLC731$227.0K0.01%
StoneX Group Inc.731$226.9K0.02%
Equitable Holdings, Inc.714$221.6K0.00%
KG&L Capital Management,LLC712$221.1K0.09%
Trust Co of Toledo NA708$219.8K0.04%

Sold out (79)

Institutions that held Rockwell Automation, Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of ROK in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Eagle Asset Management Inc210,277$60.1M
Interval Partners, LP187,458$53.6M
Lord, Abbett & Co. LLC154,670$44.2M
Holocene Advisors, LP153,453$43.9M
Northwest & Ethical Investments L.P.44,523$12.7M
Artemis Investment Management LLP38,302$10.9M
Varma Mutual Pension Insurance Co22,800$6.52M
Unigestion Holding SA20,856$5.96M
L & S Advisors Inc18,565$5.31M
Point72 Asset Management, L.P.15,491$4.43M
Fund Management at Engine No. 1 LLC13,763$3.93M
Lighthouse Investment Partners, LLC12,625$3.61M
Occudo Quantitative Strategies LP11,174$3.19M
Handelsinvest Investeringsforvaltning8,811$2.52M
Cohen Lawrence B8,319$2.38M
Darwin Advisors, LLC7,472$2.14M
Deane Retirement Strategies, Inc.7,463$2.13M
HITE Hedge Asset Management LLC6,868$1.96M
Connolly Sarah T.5,844$1.67M
ISAM Funds (UK) Ltd4,769$1.36M
Atria Investments LLC4,081$1.17M
AXS Investments LLC3,993$1.14M
McKinley Carter Wealth Services, Inc.3,225$921.9K
Legacy Bridge, LLC3,156$902.2K
Seven Eight Capital, LP3,113$889.9K
PEAK6 Investments LLC3,044$870.2K
LifePro Asset Management2,898$828.5K
Highview Capital Management LLC2,887$825.3K
Alpha DNA Investment Management LLC2,695$770.4K
Mach-1 Financial Group, Inc.2,462$703.8K
Evoke Wealth, LLC2,315$661.8K
Quantitative Investment Management, LLC2,298$656.0K
Engineers Gate Manager LP2,252$643.8K
Strengthening Families & Communities, LLC2,244$642.0K
Foundations Investment Advisors, LLC2,240$640.4K
Aigen Investment Management, LP2,154$615.8K
Cubist Systematic Strategies, LLC2,092$598.0K
First American Bank2,014$575.7K
Ulysses Management LLC2,000$571.7K
Westpac Banking Corp1,900$543.2K
Diametric Capital, LP1,713$489.7K
Fred Alger Management, LLC1,603$458.3K
Cornerstone Wealth Management, LLC1,512$432.3K
Bridge Advisory, LLC1,455$416.0K
Knowledge Leaders Capital, LLC1,394$398.5K
Trust Co of Oklahoma1,275$364.5K
Asahi Life Asset Management Co., Ltd.1,250$357.3K
Moody National Bank Trust Division1,112$317.9K
CoreCap Advisors, LLC1,094$312.7K
Twin Tree Management, LP1,025$293.0K
Milestone Investment Advisors LLC996$284.7K
MQS Management LLC994$284.2K
True North Advisors, LLC983$281.0K
Wealthcare Advisory Partners LLC947$270.6K
Blueshift Asset Management, LLC935$267.3K
Mirabella Financial Services LLP791$226.1K
Magnetar Financial LLC778$222.4K
Index Fund Advisors, Inc.750$214.4K
Brighton Jones LLC744$212.7K
CWS Financial Advisors, LLC719$205.6K
PDS Planning, Inc719$205.5K
Headlands Technologies LLC714$204.1K
Advocate Group LLC711$203.3K
ORG Partners LLC527$150.7K
AM Squared Ltd500$142.9K
Washington Trust Advisors, Inc.433$123.8K
Hoese & Co LLP300$85.8K
Kapitalo Investimentos Ltda258$73.8K
BluePath Capital Management, LLC103$29.4K
Riverview Trust Co64$18.3K
Park Place Capital Corp61$17.4K
Earnest Partners LLC46$13.2K
Impact Partnership Wealth, LLC27$7.72K
Mine & Arao Wealth Creation & Management, LLC.26$7.43K
Albion Financial Group18$5.15K
GeoWealth Management, LLC19$5.00K
Baker Avenue Asset Management, LP17$4.86K
Legacy Financial Group LLC4$1.14K
Register Financial Advisors LLC2$574

Not filed for Q4 2023 yet (17)

Institutions that held Rockwell Automation, Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.29,779$8.51M
Mastrapasqua Asset Management Inc28,125$8.04M
Cyrus J. Lawrence, LLC26,411$7.55M
Innovis Asset Management LLC20,147$5.76M
Pathstone Family Office, LLC16,572$4.74M
Tradewinds, LLC.14,005$4.00M
Advisor Partners II, LLC8,040$2.30M
Colony Group LLC2,714$776.0K
Ropes Wealth Advisors LLC2,016$576.3K
Prudent Investors Network1,304$372.8K
Focus Financial Network, Inc.1,273$364.0K
Milestone Advisory Partners1,100$314.5K
Column Capital Advisors, LLC1,015$290.2K
KB Financial Partners, LLC347$99.0K
Kenfarb & Co.277$79.2K
Steward Financial Group LLC165$47.0K
Sutton Wealth Advisors Inc.49$14.0K