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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 516 | $156.7K | 0.01% | +255+97.7% | Added |
| Sunbelt Securities, Inc. | 514 | $159.5K | 0.02% | +3+0.6% | Added |
| Tompkins Financial Corp | 516 | $160.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 520 | $161.4K | 0.03% | +520 | New |
| City State Bank | 530 | $165.0K | 0.08% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 537 | $167.0K | 0.13% | +3+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 565 | $175.4K | 0.01% | −5−0.9% | Reduced |
| Ofi Invest Asset Management | 625 | $175.7K | 0.01% | +530+557.9% | Added |
| EverSource Wealth Advisors, LLC | 572 | $177.9K | 0.02% | −1−0.2% | Reduced |
| Assetmark, Inc | 582 | $180.7K | 0.00% | +99+20.5% | Added |
| GAMMA Investing LLC | 732 | $185.4K | 0.05% | +732 | New |
| Sentry Investment Management LLC | 599 | $186.0K | 0.08% | −64−9.7% | Reduced |
| First Personal Financial Services | 600 | $186.3K | 0.05% | −100−14.3% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $186.3K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 600 | $186.3K | 0.02% | +600 | New |
| Armstrong Advisory Group, Inc | 604 | $187.5K | 0.02% | −94−13.5% | Reduced |
| Coombe, Bender & Co LLC | 608 | $188.8K | 0.12% | +608 | New |
| TD Private Client Wealth LLC | 643 | $199.6K | 0.01% | +19+3.0% | Added |
| Cedar Brook Financial Partners, LLC | 659 | $201.0K | 0.04% | +659 | New |
| Summit Trail Advisors, LLC | 648 | $201.2K | 0.01% | −75−10.4% | Reduced |
| Marathon Strategic Advisors, LLC | 650 | $201.8K | 0.27% | +650 | New |
| S&T Bank | 650 | $202.0K | 0.04% | +650 | New |
| Rathbone Brothers plc | 652 | $202.4K | 0.00% | −235−26.5% | Reduced |
| Forum Financial Management, LP | 654 | $203.1K | 0.00% | +654 | New |
| Burke & Herbert Bank & Trust Co | 655 | $203.4K | 0.15% | +655 | New |
| Catalyst Financial Partners LLC | 656 | $203.7K | 0.06% | +656 | New |
| Fort, L.P. | 663 | $205.8K | 0.51% | +663 | New |
| Delta Investment Management, LLC | 667 | $207.2K | 0.05% | −55−7.6% | Reduced |
| Sonora Investment Management Group, LLC | 669 | $207.7K | 0.02% | +669 | New |
| Cornerstone Wealth Group, LLC | 673 | $209.0K | 0.03% | −102−13.2% | Reduced |
| Seven Mile Advisory | 675 | $209.6K | 0.18% | +675 | New |
| Shelton Capital Management | 678 | $210.5K | 0.01% | −80−10.6% | Reduced |
| Ingalls & Snyder LLC | 680 | $211.0K | 0.01% | +680 | New |
| Headinvest, LLC | 680 | $211.1K | 0.04% | −275−28.8% | Reduced |
| Financial Engines Advisors L.L.C. | 681 | $211.4K | 0.00% | +681 | New |
| Haverford Trust Co | 682 | $211.7K | 0.00% | +682 | New |
| Prio Wealth Limited Partnership | 682 | $211.7K | 0.01% | +682 | New |
| Quest Partners LLC | 686 | $213.0K | 0.05% | +686 | New |
| Strategic Blueprint, LLC | 690 | $214.2K | 0.02% | +690 | New |
| Mather Group, LLC. | 691 | $214.4K | 0.00% | −61−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 691 | $214.5K | 0.10% | +691 | New |
| CX Institutional | 695 | $215.8K | 0.01% | −14−2.0% | Reduced |
| Tevis Investment Management | 695 | $215.8K | 0.20% | +695 | New |
| Welch Capital Partners LLC | 696 | $216.0K | 0.06% | +696 | New |
| Hanson & Doremus Investment Management | 699 | $217.0K | 0.04% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $217.3K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 700 | $217.5K | 0.07% | +700 | New |
| Ritholtz Wealth Management | 702 | $217.8K | 0.01% | −20−2.8% | Reduced |
| NWF Advisory Services Inc. | 704 | $218.6K | 0.04% | +704 | New |
| Great Waters Wealth Management | 721 | $219.1K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 707 | $219.5K | 0.02% | +63+9.8% | Added |
| NBT Bank N A | 708 | $219.8K | 0.02% | +708 | New |
| Trust Co of Toledo NA | 708 | $219.8K | 0.04% | +708 | New |
| Wescott Financial Advisory Group, LLC | 710 | $220.4K | 0.03% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 710 | $220.6K | 0.04% | −36−4.8% | Reduced |
| KG&L Capital Management,LLC | 712 | $221.1K | 0.09% | +712 | New |
| Nicolet Bankshares Inc | 713 | $221.4K | 0.06% | −25−3.4% | Reduced |
| Equitable Holdings, Inc. | 714 | $221.6K | 0.00% | +714 | New |
| Ironwood Investment Counsel, LLC | 714 | $221.9K | 0.04% | −120−14.4% | Reduced |
| Enterprise Bank & Trust Co | 716 | $222.3K | 0.08% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 759 | $222.6K | 0.06% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 717 | $222.6K | 0.18% | −68−8.7% | Reduced |
| Hills Bank & Trust Co | 717 | $222.6K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 720 | $223.5K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 720 | $223.6K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 725 | $225.0K | 0.02% | +19+2.7% | Added |
| StoneX Group Inc. | 731 | $226.9K | 0.02% | +731 | New |
| Moran Wealth Management, LLC | 731 | $227.0K | 0.01% | +731 | New |
| Aries Wealth Management | 733 | $227.6K | 0.08% | −50−6.4% | Reduced |
| Sabal Trust CO | 736 | $228.5K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 739 | $229.4K | 0.03% | −161−17.9% | Reduced |
| J.Safra Asset Management Corp | 740 | $229.8K | 0.03% | 00.0% | Unchanged |
| Apexium Financial, LP | 740 | $229.8K | 0.02% | +740 | New |
| Hollencrest Capital Management | 744 | $231.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 746 | $231.6K | 0.05% | −2−0.3% | Reduced |
| Eqis Capital Management, Inc. | 749 | $232.6K | 0.02% | +749 | New |
| Peregrine Asset Advisers, Inc. | 750 | $232.9K | 0.11% | −174−18.8% | Reduced |
| Maple Capital Management, Inc. | 750 | $232.9K | 0.02% | −79−9.5% | Reduced |
| Howe & Rusling Inc | 757 | $235.0K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 760 | $236.0K | 0.02% | −14−1.8% | Reduced |
| LS Investment Advisors, LLC | 760 | $236.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 761 | $236.3K | 0.01% | +96+14.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $236.6K | 0.02% | −53−6.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 765 | $237.5K | 0.10% | +3+0.4% | Added |
| Merriman Wealth Management, LLC | 767 | $238.1K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 836 | $239.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 805 | $240.3K | 0.01% | +70+9.5% | Added |
| Argonautica Private Wealth Management, Inc | 781 | $242.5K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 783 | $243.0K | 0.01% | −83−9.6% | Reduced |
| Regal Investment Advisors LLC | 786 | $244.2K | 0.02% | −2−0.3% | Reduced |
| Panagora Asset Management Inc | 791 | $245.6K | 0.00% | +7+0.9% | Added |
| Skopos Labs, Inc. | 797 | $247.5K | 0.12% | +797 | New |
| Advance Capital Management, Inc. | 800 | $248.4K | 0.02% | −2−0.2% | Reduced |
| Citizens & Northern Corp | 800 | $248.4K | 0.09% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $248.4K | 0.10% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 800 | $248.4K | 0.06% | +800 | New |
| Fukoku Mutual Life Insurance Co | 804 | $249.6K | 0.02% | −350−30.3% | Reduced |
| Alpha Cubed Investments, LLC | 808 | $250.9K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 812 | $252.1K | 0.02% | +812 | New |
| Busey Wealth Management | 812 | $252.1K | 0.01% | +812 | New |