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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
Central Bank & Trust Co142$44.1K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC141$43.8K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.133$41.3K0.01%−7,994−98.4%Reduced
Cooksen Wealth, LLC130$40.4K0.05%+130New
Security National Bank128$39.7K0.01%+128New
Godsey & Gibb Associates125$38.8K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC124$38.6K0.01%00.0%Unchanged
Birchbrook, Inc.120$37.3K0.02%+120New
Community Bank, N.A.120$37.3K0.00%00.0%Unchanged
Team Financial Group, LLC118$36.6K0.03%+118New
Financial Perspectives, Inc112$34.8K0.01%00.0%Unchanged
MV Capital Management, Inc.108$33.5K0.00%−7−6.1%Reduced
Deseret Mutual Benefit Administrators107$33.2K0.02%−31−22.5%Reduced
Delta Asset Management LLC102$31.7K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.101$31.4K0.00%−691−87.2%Reduced
GPS Wealth Strategies Group, LLC101$31.4K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC101$31.4K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc100$31.0K0.00%00.0%Unchanged
Knuff & Co LLC100$31.0K0.01%00.0%Unchanged
Provence Wealth Management Group95$29.5K0.02%00.0%Unchanged
Wolff Wiese Magana LLC91$28.3K0.03%00.0%Unchanged
Essex Investment Management Co LLC90$27.9K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC87$27.0K0.02%+87New
Capital Analysts, LLC87$27.0K0.00%−8−8.4%Reduced
Planning Capital Management Corp81$25.1K0.02%+81New
SJS Investment Consulting Inc.80$24.9K0.01%+1+1.3%Added
Edmond de Rothschild Holding S.A.80$24.8K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC76$23.7K0.01%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
New Millennium Group LLC71$22.0K0.02%00.0%Unchanged
Hexagon Capital Partners LLC70$21.7K0.01%−2−2.8%Reduced
TD Waterhouse Canada Inc.71$21.6K0.00%−11,572−99.4%Reduced
Capital Advisors, Ltd. LLC67$21.0K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC65$20.2K0.00%+65New
Rosenberg Matthew Hamilton65$20.2K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC64$19.9K0.01%+64New
WealthCollab, LLC64$19.9K0.02%+64New
Custom Portfolio Group LLC59$18.3K0.02%+59New
Evergreen Private Wealth LLC55$17.1K0.01%+55New
True Wealth Design, LLC52$16.1K0.00%+50+2,500.0%Added
CNB Bank51$15.8K0.01%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
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
Core Alternative Capital40$12.5K0.00%−6−13.0%Reduced
Oliver Lagore Vanvalin Investment Group40$12.4K0.00%00.0%Unchanged
Global Financial Private Client, LLC39$12.1K0.01%00.0%Unchanged
Aspire Private Capital, LLC39$12.1K0.00%00.0%Unchanged
GW&K Investment Management, LLC39$12.0K0.00%+4+11.4%Added
Lee Financial Co38$11.8K0.00%−9−19.1%Reduced
Grove Bank & Trust37$11.5K0.00%−69−65.1%Reduced
Financial Management Professionals, Inc.37$11.0K0.00%00.0%Unchanged
Archer Investment Corp35$10.9K0.00%00.0%Unchanged
Scarborough Advisors, LLC35$10.9K0.00%+35New
Hobbs Group Advisors, LLC34$10.6K0.00%+34New
Private Wealth Management Group, LLC31$9.63K0.00%+31New
REAP Financial Group, LLC25$7.80K0.00%+25New
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
Neo Ivy Capital Management24$7.00K0.02%−3,880−99.4%Reduced
Long Island Wealth Management, Inc.24$7.00K0.00%+24New
Smartleaf Asset Management LLC22$6.83K0.00%+22New
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
EntryPoint Capital, LLC21$6.52K0.01%+21New
Creative Financial Designs Inc20$6.31K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$6.21K0.00%00.0%Unchanged
Pineridge Advisors LLC20$6.21K0.00%+20New
Investors Research Corp19$5.90K0.00%00.0%Unchanged
TD Capital Management LLC17$5.30K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$5.28K0.00%00.0%Unchanged
West Oak Capital, LLC18$5.00K0.00%00.0%Unchanged
Abound Wealth Management15$4.67K0.00%+1+7.1%Added
Sachetta, LLC15$4.66K0.00%+15New
Atlantic Edge Private Wealth Management, LLC14$4.35K0.00%+14New
Sittner & Nelson, LLC13$4.04K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.73K0.00%00.0%Unchanged
Fairman Group, LLC12$3.73K0.00%+12New
DiNuzzo Private Wealth, Inc.11$3.42K0.00%+11New
Tortoise Investment Management, LLC11$3.42K0.00%−1−8.3%Reduced
Aspect Partners, LLC11$3.42K0.00%+11New
Caitlin John, LLC10$3.17K0.00%+10New
Stone House Investment Management, LLC10$3.12K0.00%+10New
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
JNBA Financial Advisors9$2.79K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.9$2.79K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.9$2.79K0.00%00.0%Unchanged
Macroview Investment Management LLC8$2.48K0.00%−26−76.5%Reduced
Dunhill Financial, LLC8$2.45K0.00%+8New
VisionPoint Advisory Group, LLC7$2.17K0.00%−21−75.0%Reduced
Avion Wealth6$2.00K0.00%00.0%Unchanged