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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 814 | $252.7K | 0.00% | −583−41.7% | Reduced |
| Eagle Global Advisors LLC | 820 | $254.6K | 0.02% | +820 | New |
| Diversified, LLC | 822 | $255.2K | 0.06% | +22+2.8% | Added |
| Signal Advisors Wealth, LLC | 825 | $256.0K | 0.09% | +825 | New |
| Carr Financial Group Corp | 830 | $257.7K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 838 | $260.2K | 0.01% | +838 | New |
| Steward Partners Investment Advisory, LLC | 848 | $263.3K | 0.00% | −61−6.7% | Reduced |
| Professional Advisory Services Inc | 850 | $264.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 852 | $264.6K | 0.02% | +852 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 853 | $264.8K | 0.03% | −64−7.0% | Reduced |
| Diligent Investors, LLC | 853 | $264.9K | 0.07% | +853 | New |
| Wade G W & Inc | 853 | $265.0K | 0.01% | +7+0.8% | Added |
| Tradition Wealth Management, LLC | 858 | $266.0K | 0.03% | −1−0.1% | Reduced |
| HRT Financial LP | 858 | $266.0K | 0.00% | +858 | New |
| Lido Advisors, LLC | 859 | $266.7K | 0.00% | −198−18.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 861 | $267.0K | 0.00% | +861 | New |
| Accurate Wealth Management, LLC | 876 | $267.1K | 0.08% | +42+5.0% | Added |
| Nwam LLC | 864 | $268.3K | 0.02% | +4+0.5% | Added |
| Key Financial Inc | 866 | $268.9K | 0.07% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 867 | $269.2K | 0.03% | +1+0.1% | Added |
| First Business Financial Services, Inc. | 867 | $269.2K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 876 | $272.0K | 0.03% | +876 | New |
| First Horizon Advisors, Inc. | 886 | $275.1K | 0.01% | +2+0.2% | Added |
| Centric Wealth Management | 1,041 | $277.2K | 0.09% | 00.0% | Unchanged |
| ERn Financial, LLC | 924 | $277.3K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 894 | $277.6K | 0.01% | +46+5.4% | Added |
| Barlow Wealth Partners, Inc. | 895 | $277.9K | 0.04% | +895 | New |
| Principal Securities, Inc. | 898 | $278.8K | 0.01% | +898 | New |
| Pine Harbor Wealth Management, LLC | 900 | $279.4K | 0.21% | +900 | New |
| Hudock, Inc. | 905 | $281.1K | 0.06% | +2+0.2% | Added |
| Bowman & Co S.C. | 913 | $283.5K | 0.20% | 00.0% | Unchanged |
| Second Line Capital, LLC | 916 | $284.4K | 0.11% | +916 | New |
| Bishop & Co Investment Management, LLC | 918 | $285.0K | 0.12% | +918 | Added |
| Syon Capital LLC | 923 | $286.6K | 0.03% | +179+24.1% | Added |
| Prelude Capital Management, LLC | 927 | $287.8K | 0.02% | −419−31.1% | Reduced |
| Conning Inc. | 929 | $288.4K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 932 | $289.4K | 0.00% | +227+32.2% | Added |
| Emerald Advisers, LLC | 935 | $290.2K | 0.01% | −3−0.3% | Reduced |
| Private Management Group Inc | 941 | $292.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 946 | $293.7K | 0.05% | +422+80.5% | Added |
| Paragon Private Wealth Management, LLC | 947 | $294.0K | 0.20% | +16+1.7% | Added |
| Smart Money Group LLC | 950 | $294.8K | 0.13% | +5+0.5% | Added |
| Marshall & Sullivan Inc | 950 | $295.0K | 0.16% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $295.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 951 | $295.2K | 0.04% | +75+8.6% | Added |
| Oracle Alpha Inc. | 954 | $296.2K | 0.38% | +954 | New |
| Financial Security Advisor, Inc. | 954 | $296.2K | 0.12% | +5+0.5% | Added |
| TrinityPoint Wealth, LLC | 959 | $297.9K | 0.05% | +94+10.9% | Added |
| AdvisorNet Financial, Inc | 963 | $299.0K | 0.03% | −8−0.8% | Reduced |
| Wellington Management Group LLP | 964 | $299.3K | 0.00% | −1,061−52.4% | Reduced |
| Perigon Wealth Management, LLC | 964 | $299.3K | 0.01% | −122−11.2% | Reduced |
| SFMG, LLC | 966 | $299.9K | 0.03% | −9−0.9% | Reduced |
| Plancorp, LLC | 975 | $302.7K | 0.01% | +28+3.0% | Added |
| Kelly Financial Services LLC | 975 | $302.8K | 0.12% | −72−6.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $304.9K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $306.5K | 0.15% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 990 | $307.4K | 0.02% | −97−8.9% | Reduced |
| Empower Advisory Group, LLC | 990 | $307.4K | 0.00% | −7−0.7% | Reduced |
| Keel Point, LLC | 990 | $307.5K | 0.04% | −81−7.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,015 | $308.6K | 0.09% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $310.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $310.5K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $310.5K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $310.5K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $310.5K | 0.11% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $310.5K | 0.05% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,000 | $310.5K | 0.20% | +1,000 | New |
| FMB Wealth Management | 1,001 | $310.8K | 0.28% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 1,004 | $311.8K | 0.01% | −12−1.2% | Reduced |
| BKM Wealth Management, LLC | 1,007 | $312.7K | 0.13% | +1,007 | New |
| ABLE Financial Group, LLC | 1,007 | $312.7K | 0.14% | +4+0.4% | Added |
| WMS Partners, LLC | 1,007 | $312.7K | 0.02% | +7+0.7% | Added |
| Certified Advisory Corp | 1,008 | $313.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,011 | $313.9K | 0.03% | +53+5.5% | Added |
| Gradient Investments LLC | 1,012 | $314.2K | 0.01% | +23+2.3% | Added |
| Pacifica Partners Inc. | 1,149 | $316.0K | 0.16% | 00.0% | Unchanged |
| Tobam | 1,022 | $317.0K | 0.03% | +220+27.4% | Added |
| Kowal Investment Group, LLC | 1,023 | $317.7K | 0.07% | +1+0.1% | Added |
| Cottage Street Advisors LLC | 1,038 | $319.0K | 0.22% | +38+3.8% | Added |
| Strategic Financial Concepts, LLC | 1,030 | $319.9K | 0.19% | −16−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,032 | $320.4K | 0.05% | −1−0.1% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $320.7K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,041 | $322.0K | 0.01% | −201−16.2% | Reduced |
| Highlander Capital Management, LLC | 1,048 | $325.4K | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 1,052 | $326.6K | 0.02% | −35−3.2% | Reduced |
| Foundry Partners, LLC | 1,054 | $327.2K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,063 | $330.0K | 0.01% | −350−24.8% | Reduced |
| Linscomb & Williams, Inc. | 1,066 | $331.0K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,065 | $331.0K | 0.18% | +1,065 | New |
| Brookstone Capital Management | 1,073 | $333.1K | 0.01% | +20+1.9% | Added |
| BNC Wealth Management, LLC | 1,082 | $335.9K | 0.16% | −24−2.2% | Reduced |
| Rebalance, LLC | 1,083 | $336.2K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,086 | $337.2K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,086 | $337.2K | 0.01% | +1,086 | New |
| Alps Advisors Inc | 1,088 | $337.8K | 0.00% | −60−5.2% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $338.4K | 0.06% | +1,090 | New |
| Chicago Trust Co NA | 1,095 | $340.0K | 0.08% | −50−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,098 | $340.9K | 0.00% | −9−0.8% | Reduced |
| Mechanics Bank Trust Department | 1,106 | $343.4K | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 1,115 | $346.2K | 0.06% | −37−3.2% | Reduced |