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 |
|---|---|---|---|---|---|
| United Bank | 1,115 | $346.2K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,115 | $346.2K | 0.03% | +37+3.4% | Added |
| Tealwood Asset Management Inc | 1,120 | $348.0K | 0.17% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,124 | $349.0K | 0.05% | −12−1.1% | Reduced |
| Jacobi Capital Management LLC | 1,127 | $349.8K | 0.04% | +100+9.7% | Added |
| Dearborn Partners LLC | 1,127 | $349.9K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,129 | $351.0K | 0.33% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,132 | $351.5K | 0.06% | −78−6.4% | Reduced |
| Parsons Capital Management Inc | 1,132 | $351.5K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,133 | $351.8K | 0.03% | +83+7.9% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $353.3K | 0.08% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,145 | $355.5K | 0.18% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,148 | $356.6K | 0.11% | +34+3.1% | Added |
| SevenBridge Financial Group, LLC | 1,152 | $357.7K | 0.08% | +30+2.7% | Added |
| Kickstand Ventures, LLC. | 1,155 | $358.6K | 0.10% | −53−4.4% | Reduced |
| Harfst & Associates, Inc. | 1,160 | $360.2K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,166 | $362.0K | 0.10% | +208+21.7% | Added |
| Clarity Capital Partners LLC | 1,167 | $362.3K | 0.26% | +1,167 | New |
| First Community Trust NA | 1,168 | $362.6K | 0.39% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,168 | $362.6K | 0.06% | +37+3.3% | Added |
| Crescent Grove Advisors, LLC | 1,170 | $363.3K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,173 | $364.2K | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,174 | $364.4K | 0.14% | +4+0.3% | Added |
| Ninety One SA (PTY) Ltd | 1,193 | $370.4K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $372.6K | 0.09% | +1,200 | New |
| Hyman Charles D | 1,204 | $374.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,444 | $375.4K | 0.15% | −21−1.4% | Reduced |
| Clearstead Advisors, LLC | 1,213 | $376.5K | 0.02% | −1,120−48.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $376.6K | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,220 | $378.8K | 0.02% | +266+27.9% | Added |
| Patrick M Sweeney & Associates, Inc | 1,223 | $379.6K | 0.35% | +1,223 | New |
| Capital Advisors Inc | 1,223 | $379.7K | 0.01% | −466−27.6% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $379.7K | 0.34% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,227 | $380.0K | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $380.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,234 | $383.0K | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,235 | $383.5K | 0.01% | +98+8.6% | Added |
| Gsa Capital Partners LLP | 1,238 | $384.0K | 0.03% | +1,238 | New |
| Cadent Capital Advisors, LLC | 1,237 | $384.0K | 0.19% | −362−22.6% | Reduced |
| Rehmann Capital Advisory Group | 1,239 | $384.7K | 0.03% | −3−0.2% | Reduced |
| Change Path, LLC | 1,240 | $385.0K | 0.02% | +15+1.2% | Added |
| Moss Adams Wealth Advisors LLC | 1,242 | $385.6K | 0.08% | +59+5.0% | Added |
| Vista Wealth Management Group, LLC | 1,249 | $387.7K | 0.03% | −131−9.5% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $388.0K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,255 | $389.7K | 0.05% | +151+13.7% | Added |
| Clark Capital Management Group, Inc. | 1,261 | $391.5K | 0.00% | −3−0.2% | Reduced |
| Fort Point Capital Partners LLC | 1,268 | $393.7K | 0.06% | −61−4.6% | Reduced |
| Great Lakes Advisors, LLC | 1,269 | $394.0K | 0.00% | −1,269−50.0% | Reduced |
| Verity Asset Management, Inc. | 1,270 | $394.3K | 0.25% | +44+3.6% | Added |
| Ameritas Investment Partners, Inc. | 1,274 | $395.6K | 0.01% | −89−6.5% | Reduced |
| Monticello Wealth Management, LLC | 1,277 | $396.5K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,278 | $396.8K | 0.07% | −81−6.0% | Reduced |
| WR Wealth Planners, LLC | 1,284 | $398.7K | 0.15% | +146+12.8% | Added |
| Lake Street Advisors Group, LLC | 1,291 | $400.7K | 0.02% | +1,291 | New |
| Concurrent Investment Advisors, LLC | 1,292 | $401.1K | 0.02% | +1,292 | New |
| Valley Brook Capital Group | 1,300 | $403.6K | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,300 | $403.6K | 0.01% | +219+20.3% | Added |
| Dynamic Advisor Solutions LLC | 1,325 | $404.1K | 0.02% | +8+0.6% | Added |
| Harbour Investments, Inc. | 1,305 | $405.2K | 0.02% | +276+26.8% | Added |
| Wintrust Investments LLC | 1,311 | $407.0K | 0.04% | +1+0.1% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $412.9K | 0.87% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 1,470 | $413.4K | 0.22% | +664+82.4% | Added |
| Focus Financial Network Inc | 1,348 | $418.5K | 0.02% | +1,348 | New |
| Hutchinson Capital Management | 1,353 | $420.1K | 0.09% | −3−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,357 | $421.2K | 0.02% | −6−0.4% | Reduced |
| Semus Wealth Partners LLC | 1,357 | $421.3K | 0.35% | +1,357 | New |
| Fortitude Advisory Group L.L.C. | 1,358 | $421.5K | 0.26% | +27+2.0% | Added |
| Summit Asset Management, LLC | 1,360 | $422.3K | 0.10% | −34−2.4% | Reduced |
| Empowered Funds, LLC | 1,363 | $423.2K | 0.01% | +161+13.4% | Added |
| Associated Banc-Corp | 1,374 | $426.6K | 0.01% | −15−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,378 | $427.8K | 0.09% | +1+0.1% | Added |
| Confluence Wealth Services, Inc. | 1,379 | $428.2K | 0.05% | −2−0.1% | Reduced |
| Equitable Trust Co | 1,385 | $430.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,389 | $431.3K | 0.02% | +134+10.7% | Added |
| Simmons Bank | 1,390 | $431.6K | 0.04% | −67−4.6% | Reduced |
| We Are One Seven, LLC | 1,392 | $432.2K | 0.03% | +138+11.0% | Added |
| Symmetry Partners, LLC | 1,394 | $433.0K | 0.02% | −196−12.3% | Reduced |
| Cambridge Trust Co | 1,395 | $433.1K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,398 | $434.1K | 0.09% | +41+3.0% | Added |
| Parallel Advisors, LLC | 1,398 | $434.1K | 0.01% | −92−6.2% | Reduced |
| Middleton & Co Inc | 1,400 | $434.7K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $434.7K | 0.36% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,402 | $435.3K | 0.29% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $435.6K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,410 | $437.8K | 0.36% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,412 | $438.4K | 0.01% | −61−4.1% | Reduced |
| Machina Capital S.A.S. | 1,432 | $444.6K | 0.29% | +1,432 | New |
| Credit Capital Investments LLC | 1,438 | $446.5K | 0.62% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,440 | $447.1K | 0.07% | +29+2.1% | Added |
| Whalen Wealth Management Inc. | 1,449 | $449.9K | 0.41% | +1,449 | New |
| Great Valley Advisor Group, Inc. | 1,453 | $450.6K | 0.02% | +226+18.4% | Added |
| Nations Financial Group Inc, | 1,452 | $450.9K | 0.04% | +501+52.7% | Added |
| La Banque Postale Asset Management SA | 1,457 | $452.4K | 0.01% | −7,027−82.8% | Reduced |
| Farther Finance Advisors, LLC | 1,461 | $453.5K | 0.03% | +436+42.5% | Added |
| Clarius Group, LLC | 1,472 | $457.0K | 0.04% | −60−3.9% | Reduced |
| Strong Tower Advisory Services | 1,472 | $457.2K | 0.20% | +68+4.8% | Added |
| Cedar Point Capital Partners, LLC | 1,481 | $459.8K | 0.38% | +1,481 | New |
| S.E.E.D. Planning Group LLC | 1,494 | $463.9K | 0.19% | −281−15.8% | Reduced |
| Leavell Investment Management, Inc. | 1,495 | $464.0K | 0.03% | +45+3.1% | Added |
| Montag A & Associates Inc | 1,497 | $464.7K | 0.03% | −103−6.4% | Reduced |