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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 8,241 | $2.56M | 0.23% | +2,913+54.7% | Added |
| Jump Financial, LLC | 8,154 | $2.53M | 0.08% | +8,154 | New |
| Dillon & Associates Inc | 8,095 | $2.51M | 0.46% | +8,095 | New |
| Atria Wealth Solutions, Inc. | 7,995 | $2.48M | 0.03% | +77+1.0% | Added |
| Riverbridge Partners LLC | 7,988 | $2.48M | 0.03% | −234−2.8% | Reduced |
| Cornerstone Advisors, LLC | 7,900 | $2.45M | 0.11% | −1,400−15.1% | Reduced |
| Centaurus Financial, Inc. | 7,853 | $2.44M | 0.19% | +20+0.3% | Added |
| Hartford Investment Management Co | 7,727 | $2.40M | 0.09% | −121−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 7,715 | $2.40M | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 7,576 | $2.35M | 0.12% | +312+4.3% | Added |
| Teza Capital Management LLC | 7,570 | $2.35M | 0.39% | +7,570 | New |
| Jade Capital Advisors, LLC | 7,500 | $2.33M | 1.42% | +7,500 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 7,398 | $2.30M | 0.05% | −2,106−22.2% | Reduced |
| Crossmark Global Holdings, Inc. | 7,313 | $2.27M | 0.05% | −207−2.8% | Reduced |
| Connable Office Inc | 7,291 | $2.26M | 0.27% | −22−0.3% | Reduced |
| Securian Asset Management, Inc | 7,239 | $2.25M | 0.06% | −943−11.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,206 | $2.24M | 0.03% | +3,319+85.4% | Added |
| Vectors Research Management, LLC | 7,142 | $2.22M | 0.62% | −78−1.1% | Reduced |
| Journey Advisory Group, LLC | 7,125 | $2.21M | 0.30% | −200−2.7% | Reduced |
| Wesbanco Bank Inc | 7,077 | $2.20M | 0.12% | +439+6.6% | Added |
| Wealthfront Advisers LLC | 7,000 | $2.17M | 0.01% | −192−2.7% | Reduced |
| Bowen Hanes & Co Inc | 6,959 | $2.16M | 0.07% | +20+0.3% | Added |
| Louisiana State Employees Retirement System | 6,900 | $2.14M | 0.04% | −200−2.8% | Reduced |
| Glenmede Trust Co NA | 6,872 | $2.13M | 0.01% | −4−0.1% | Reduced |
| Tiaa Trust, National Association | 6,871 | $2.13M | 0.01% | −42−0.6% | Reduced |
| Benedict Financial Advisors Inc | 6,703 | $2.08M | 0.57% | 00.0% | Unchanged |
| Umb Bank N A | 6,680 | $2.07M | 0.03% | −1,276−16.0% | Reduced |
| Acadian Asset Management LLC | 6,567 | $2.04M | 0.01% | +5,921+916.6% | Added |
| Courier Capital LLC | 6,549 | $2.03M | 0.15% | −6,058−48.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,474 | $2.01M | 0.19% | +1,594+32.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,386 | $1.98M | 0.03% | −615−8.8% | Reduced |
| Valicenti Advisory Services Inc | 6,365 | $1.98M | 0.60% | +5,580+710.8% | Added |
| CIBC Private Wealth Group, LLC | 6,325 | $1.96M | 0.00% | +532+9.2% | Added |
| Connectus Wealth, LLC | 6,289 | $1.95M | 0.04% | −24,816−79.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,282 | $1.95M | 0.03% | +39+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 6,270 | $1.95M | 0.21% | +841+15.5% | Added |
| Cetera Investment Advisers | 6,256 | $1.94M | 0.02% | +1,187+23.4% | Added |
| Jefferies Financial Group Inc. | 6,250 | $1.94M | 0.03% | +6,250 | New |
| Carret Asset Management, LLC | 6,190 | $1.92M | 0.24% | −400−6.1% | Reduced |
| Temasek Holdings (Private) Ltd | 6,161 | $1.91M | 0.01% | +6,161 | New |
| Diversified Trust Co | 6,053 | $1.88M | 0.06% | +3,054+101.8% | Added |
| Advanced Portfolio Management, LLC | 6,000 | $1.86M | 1.96% | −8,450−58.5% | Reduced |
| New Mexico Educational Retirement Board | 5,976 | $1.85M | 0.07% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,945 | $1.85M | 0.32% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,938 | $1.84M | 0.12% | +2,328+64.5% | Added |
| Cullen/Frost Bankers, Inc. | 5,871 | $1.82M | 0.03% | −47−0.8% | Reduced |
| Sit Investment Associates Inc | 5,835 | $1.81M | 0.04% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 5,757 | $1.79M | 0.01% | −450,074−98.7% | Reduced |
| Norinchukin Bank, The | 5,722 | $1.78M | 0.04% | −23,341−80.3% | Reduced |
| Regions Financial Corp | 5,617 | $1.74M | 0.01% | +292+5.5% | Added |
| Cetera Advisors LLC | 5,464 | $1.70M | 0.02% | +314+6.1% | Added |
| PFG Advisors | 5,450 | $1.69M | 0.14% | −1,167−17.6% | Reduced |
| Nemes Rush Group LLC | 5,410 | $1.68M | 0.27% | −190−3.4% | Reduced |
| Northcape Wealth Management, LLC | 5,313 | $1.65M | 0.60% | +158+3.1% | Added |
| Pearl River Capital, LLC | 5,264 | $1.63M | 0.26% | +5,264 | New |
| Koshinski Asset Management, Inc. | 5,234 | $1.62M | 0.25% | +1,080+26.0% | Added |
| Bokf, NA | 5,219 | $1.62M | 0.03% | −621−10.6% | Reduced |
| SG Americas Securities, LLC | 5,135 | $1.59M | 0.02% | +94+1.9% | Added |
| Shell Asset Management Co | 5,111 | $1.59M | 0.07% | −1,326−20.6% | Reduced |
| SageView Advisory Group, LLC | 5,136 | $1.58M | 0.07% | +24+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 5,036 | $1.56M | 0.17% | +5,036 | New |
| GWM Advisors LLC | 5,053 | $1.56M | 0.01% | +395+8.5% | Added |
| Thrivent Financial for Lutherans | 4,980 | $1.55M | 0.00% | −60−1.2% | Reduced |
| Pettee Investors, Inc. | 4,975 | $1.54M | 0.68% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,954 | $1.54M | 0.11% | −190−3.7% | Reduced |
| Prudential PLC | 4,879 | $1.51M | 0.02% | −552−10.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,879 | $1.51M | 0.06% | +293+6.4% | Added |
| HB Wealth Management, LLC | 4,859 | $1.51M | 0.02% | −37−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,848 | $1.51M | 0.18% | +58+1.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.50M | 0.38% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,838 | $1.50M | 0.66% | −12−0.2% | Reduced |
| Apollon Wealth Management, LLC | 4,797 | $1.49M | 0.05% | +279+6.2% | Added |
| Ossiam | 4,784 | $1.49M | 0.02% | +90+1.9% | Added |
| Resources Investment Advisors, LLC. | 4,772 | $1.48M | 0.03% | +1,402+41.6% | Added |
| Robbins Farley LLC | 4,754 | $1.48M | 0.93% | +730+18.1% | Added |
| Illinois Municipal Retirement Fund | 4,706 | $1.46M | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,667 | $1.45M | 0.07% | −85−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 4,663 | $1.45M | 0.04% | +2,097+81.7% | Added |
| Leibman Financial Services, Inc. | 4,660 | $1.45M | 1.21% | +4,660 | New |
| Charter Trust Co | 4,536 | $1.41M | 0.10% | −540−10.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,500 | $1.40M | 0.03% | 00.0% | Unchanged |
| UBS Oconnor LLC | 4,500 | $1.40M | 0.04% | +4,500 | New |
| ABN AMRO Bank N.V. | 4,440 | $1.39M | 0.02% | +400+9.9% | Added |
| Man Group plc | 4,449 | $1.38M | 0.00% | – | – |
| E. Ohman J:or Asset Management AB | 4,400 | $1.37M | 0.05% | −900−17.0% | Reduced |
| Toroso Investments, LLC | 4,369 | $1.36M | 0.03% | +543+14.2% | Added |
| AE Wealth Management LLC | 4,447 | $1.35M | 0.01% | −2,613−37.0% | Reduced |
| Capital International Inc | 4,319 | $1.34M | 0.02% | +594+15.9% | Added |
| Triangle Securities Wealth Management | 4,316 | $1.34M | 0.42% | +20.0% | Added |
| Summit Financial, LLC | 4,259 | $1.32M | 0.09% | +33+0.8% | Added |
| Beaumont Asset Management, L.L.C. | 4,243 | $1.32M | 0.93% | −6−0.1% | Reduced |
| HighPoint Advisor Group LLC | 4,660 | $1.32M | 0.09% | +4,660 | New |
| Guggenheim Capital LLC | 4,207 | $1.31M | 0.01% | +360+9.4% | Added |
| HM Payson & Co | 4,173 | $1.30M | 0.03% | +755+22.1% | Added |
| Monte Financial Group, LLC | 4,172 | $1.30M | 0.60% | +789+23.3% | Added |
| Quantbot Technologies LP | 4,146 | $1.29M | 0.07% | −5,946−58.9% | Reduced |
| Vident Advisory, LLC | 4,143 | $1.29M | 0.03% | +174+4.4% | Added |
| Canada Pension Plan Investment Board | 4,107 | $1.28M | 0.00% | −10,730−72.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,085 | $1.27M | 0.09% | −400−8.9% | Reduced |
| JFS Wealth Advisors, LLC | 4,067 | $1.26M | 0.11% | +22+0.5% | Added |