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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.

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.

Institutional holdersQ4 2023: 1,223 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2023: $27.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2023.

Institutions holding ROK in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$70.00%0New
Sofos Investments, Inc.0$2180.00%0Unchanged
Tfo-TDC, LLC1$3100.00%00.0%Unchanged
Cedar Mountain Advisors, LLC1$3100.00%00.0%Unchanged
JJJ Advisors Inc.1$3110.00%+1New
Colonial Trust Advisors2$6210.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$6210.00%00.0%Unchanged
Rakuten Securities, Inc.2$6210.00%+2New
SOA Wealth Advisors, LLC.2$6330.00%00.0%Unchanged
Perkins Coie Trust Co3$9310.00%−1−25.0%Reduced
Johnson Financial Group, Inc.3$9320.00%−75−96.2%Reduced
Global Trust Asset Management, LLC4$1.24K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$1.24K0.00%00.0%Unchanged
Bogart Wealth, LLC5$1.55K0.00%00.0%Unchanged
Tyler-Stone Wealth Management5$1.55K0.00%00.0%Unchanged
Main Street Group, LTD5$1.55K0.00%+5New
Riggs Asset Managment Co. Inc.5$1.55K0.00%+5New
Valued Wealth Advisors LLC6$1.72K0.00%+6New
Larson Financial Group LLC6$1.72K0.00%00.0%Unchanged
Plato Investment Management Ltd6$1.86K0.00%+6New
ClariVest Asset Management LLC6$1.86K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC6$1.86K0.00%+6New
Avion Wealth6$2.00K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.5$2.00K0.00%+5New
VisionPoint Advisory Group, LLC7$2.17K0.00%−21−75.0%Reduced
Dunhill Financial, LLC8$2.45K0.00%+8New
Macroview Investment Management LLC8$2.48K0.00%−26−76.5%Reduced
Caldwell Sutter Capital, Inc.9$2.79K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.9$2.79K0.00%00.0%Unchanged
JNBA Financial Advisors9$2.79K0.00%00.0%Unchanged
Salem Investment Counselors Inc10$3.10K0.00%00.0%Unchanged
Atwood & Palmer Inc10$3.10K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC10$3.10K0.00%+10New
Stone House Investment Management, LLC10$3.12K0.00%+10New
Caitlin John, LLC10$3.17K0.00%+10New
Tortoise Investment Management, LLC11$3.42K0.00%−1−8.3%Reduced
Aspect Partners, LLC11$3.42K0.00%+11New
DiNuzzo Private Wealth, Inc.11$3.42K0.00%+11New
Jackson, Grant Investment Advisers, Inc.12$3.73K0.00%00.0%Unchanged
Fairman Group, LLC12$3.73K0.00%+12New
Sittner & Nelson, LLC13$4.04K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC14$4.35K0.00%+14New
Sachetta, LLC15$4.66K0.00%+15New
Abound Wealth Management15$4.67K0.00%+1+7.1%Added
West Oak Capital, LLC18$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$5.28K0.00%00.0%Unchanged
TD Capital Management LLC17$5.30K0.00%00.0%Unchanged
Investors Research Corp19$5.90K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$6.21K0.00%00.0%Unchanged
Pineridge Advisors LLC20$6.21K0.00%+20New
Creative Financial Designs Inc20$6.31K0.00%00.0%Unchanged
EntryPoint Capital, LLC21$6.52K0.01%+21New
Harbor Investment Advisory, LLC22$6.83K0.00%00.0%Unchanged
Tucker Asset Management LLC22$6.83K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC22$6.83K0.00%+16+266.7%Added
Smartleaf Asset Management LLC22$6.83K0.00%+22New
Neo Ivy Capital Management24$7.00K0.02%−3,880−99.4%Reduced
Long Island Wealth Management, Inc.24$7.00K0.00%+24New
Raffa Wealth Management, LLC25$7.76K0.00%00.0%Unchanged
Geneos Wealth Management Inc.25$7.76K0.00%+2+8.7%Added
Manchester Capital Management LLC25$7.76K0.00%+13+108.3%Added
REAP Financial Group, LLC25$7.80K0.00%+25New
Private Wealth Management Group, LLC31$9.63K0.00%+31New
Hobbs Group Advisors, LLC34$10.6K0.00%+34New
Archer Investment Corp35$10.9K0.00%00.0%Unchanged
Scarborough Advisors, LLC35$10.9K0.00%+35New
Financial Management Professionals, Inc.37$11.0K0.00%00.0%Unchanged
Grove Bank & Trust37$11.5K0.00%−69−65.1%Reduced
Lee Financial Co38$11.8K0.00%−9−19.1%Reduced
GW&K Investment Management, LLC39$12.0K0.00%+4+11.4%Added
Aspire Private Capital, LLC39$12.1K0.00%00.0%Unchanged
Global Financial Private Client, LLC39$12.1K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group40$12.4K0.00%00.0%Unchanged
Core Alternative Capital40$12.5K0.00%−6−13.0%Reduced
Arcadia Investment Management Corp45$14.0K0.00%00.0%Unchanged
Arlington Partners LLC45$14.0K0.00%00.0%Unchanged
Arlington Trust Co LLC45$14.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC50$15.5K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.50$15.5K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD50$15.5K0.01%00.0%Unchanged
CNB Bank51$15.8K0.01%00.0%Unchanged
True Wealth Design, LLC52$16.1K0.00%+50+2,500.0%Added
Evergreen Private Wealth LLC55$17.1K0.01%+55New
Custom Portfolio Group LLC59$18.3K0.02%+59New
Game Plan Financial Advisors, LLC64$19.9K0.01%+64New
WealthCollab, LLC64$19.9K0.02%+64New
Rosenberg Matthew Hamilton65$20.2K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC65$20.2K0.00%+65New
Capital Advisors, Ltd. LLC67$21.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.71$21.6K0.00%−11,572−99.4%Reduced
Hexagon Capital Partners LLC70$21.7K0.01%−2−2.8%Reduced
New Millennium Group LLC71$22.0K0.02%00.0%Unchanged
Paladin Advisory Group, LLC74$23.0K0.02%00.0%Unchanged
West Paces Advisors Inc.74$23.0K0.01%+2+2.8%Added
Quarry LP74$23.0K0.01%+74New
Sugarloaf Wealth Management, LLC76$23.7K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.80$24.8K0.00%00.0%Unchanged
SJS Investment Consulting Inc.80$24.9K0.01%+1+1.3%Added
Planning Capital Management Corp81$25.1K0.02%+81New
Capital Analysts, LLC87$27.0K0.00%−8−8.4%Reduced