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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 1,633 | $507.0K | 0.18% | −24−1.4% | Reduced |
| Capital City Trust Co | 1,625 | $504.5K | 0.15% | −8−0.5% | Reduced |
| Inceptionr LLC | 1,625 | $504.5K | 0.36% | +1,625 | New |
| Watershed Private Wealth LLC | 1,619 | $502.7K | 0.28% | +393+32.1% | Added |
| First Citizens Bank & Trust Co | 1,618 | $502.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $501.1K | 0.11% | +17+1.1% | Added |
| Chilton Capital Management LLC | 1,613 | $500.8K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,607 | $498.9K | 0.01% | −100−5.9% | Reduced |
| ProVise Management Group, LLC | 1,600 | $496.8K | 0.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $496.8K | 0.20% | +800+100.0% | Added |
| Madden Securities Corp | 1,590 | $493.7K | 0.26% | −20−1.2% | Reduced |
| Raymond James Trust N.A. | 1,572 | $488.1K | 0.01% | −53−3.3% | Reduced |
| Horizon Investments, LLC | 1,565 | $485.9K | 0.01% | +22+1.4% | Added |
| Rosenbaum Jay D. | 1,559 | $484.0K | 1.25% | −1,711−52.3% | Reduced |
| SeaCrest Wealth Management, LLC | 1,585 | $483.7K | 0.06% | −189−10.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,556 | $483.1K | 0.04% | +16+1.0% | Added |
| Desjardins Global Asset Management Inc. | 1,556 | $483.1K | 0.05% | −913−37.0% | Reduced |
| Hengehold Capital Management LLC | 1,536 | $476.9K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,529 | $474.7K | 0.02% | +216+16.5% | Added |
| Cito Capital Group, LLC | 1,500 | $466.0K | 0.20% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $465.7K | 0.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,500 | $465.7K | 0.20% | +600+66.7% | Added |
| Basepoint Wealth LLC | 1,500 | $465.6K | 0.37% | +39+2.7% | Added |
| Montag A & Associates Inc | 1,497 | $464.7K | 0.03% | −103−6.4% | Reduced |
| Leavell Investment Management, Inc. | 1,495 | $464.0K | 0.03% | +45+3.1% | Added |
| S.E.E.D. Planning Group LLC | 1,494 | $463.9K | 0.19% | −281−15.8% | Reduced |
| Cedar Point Capital Partners, LLC | 1,481 | $459.8K | 0.38% | +1,481 | New |
| Strong Tower Advisory Services | 1,472 | $457.2K | 0.20% | +68+4.8% | Added |
| Clarius Group, LLC | 1,472 | $457.0K | 0.04% | −60−3.9% | Reduced |
| Farther Finance Advisors, LLC | 1,461 | $453.5K | 0.03% | +436+42.5% | Added |
| La Banque Postale Asset Management SA | 1,457 | $452.4K | 0.01% | −7,027−82.8% | Reduced |
| Nations Financial Group Inc, | 1,452 | $450.9K | 0.04% | +501+52.7% | Added |
| Great Valley Advisor Group, Inc. | 1,453 | $450.6K | 0.02% | +226+18.4% | Added |
| Whalen Wealth Management Inc. | 1,449 | $449.9K | 0.41% | +1,449 | New |
| Ascent Wealth Partners, LLC | 1,440 | $447.1K | 0.07% | +29+2.1% | Added |
| Credit Capital Investments LLC | 1,438 | $446.5K | 0.62% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,432 | $444.6K | 0.29% | +1,432 | New |
| Aptus Capital Advisors, LLC | 1,412 | $438.4K | 0.01% | −61−4.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,410 | $437.8K | 0.36% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $435.6K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,402 | $435.3K | 0.29% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 1,398 | $434.1K | 0.01% | −92−6.2% | Reduced |
| Aviance Capital Partners, LLC | 1,398 | $434.1K | 0.09% | +41+3.0% | Added |
| Cambridge Trust Co | 1,395 | $433.1K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,394 | $433.0K | 0.02% | −196−12.3% | Reduced |
| We Are One Seven, LLC | 1,392 | $432.2K | 0.03% | +138+11.0% | Added |
| Simmons Bank | 1,390 | $431.6K | 0.04% | −67−4.6% | Reduced |
| IFP Advisors, Inc | 1,389 | $431.3K | 0.02% | +134+10.7% | Added |
| Equitable Trust Co | 1,385 | $430.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,379 | $428.2K | 0.05% | −2−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,378 | $427.8K | 0.09% | +1+0.1% | Added |
| Associated Banc-Corp | 1,374 | $426.6K | 0.01% | −15−1.1% | Reduced |
| Empowered Funds, LLC | 1,363 | $423.2K | 0.01% | +161+13.4% | Added |
| Summit Asset Management, LLC | 1,360 | $422.3K | 0.10% | −34−2.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,358 | $421.5K | 0.26% | +27+2.0% | Added |
| Semus Wealth Partners LLC | 1,357 | $421.3K | 0.35% | +1,357 | New |
| Gladstone Institutional Advisory LLC | 1,357 | $421.2K | 0.02% | −6−0.4% | Reduced |
| Hutchinson Capital Management | 1,353 | $420.1K | 0.09% | −3−0.2% | Reduced |
| Focus Financial Network Inc | 1,348 | $418.5K | 0.02% | +1,348 | New |
| Algebris (UK) Ltd | 1,470 | $413.4K | 0.22% | +664+82.4% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $412.9K | 0.87% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,311 | $407.0K | 0.04% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,305 | $405.2K | 0.02% | +276+26.8% | Added |
| Dynamic Advisor Solutions LLC | 1,325 | $404.1K | 0.02% | +8+0.6% | Added |
| 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 |
| Concurrent Investment Advisors, LLC | 1,292 | $401.1K | 0.02% | +1,292 | New |
| Lake Street Advisors Group, LLC | 1,291 | $400.7K | 0.02% | +1,291 | New |
| WR Wealth Planners, LLC | 1,284 | $398.7K | 0.15% | +146+12.8% | Added |
| 9258 Wealth Management, LLC | 1,278 | $396.8K | 0.07% | −81−6.0% | Reduced |
| Monticello Wealth Management, LLC | 1,277 | $396.5K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,274 | $395.6K | 0.01% | −89−6.5% | Reduced |
| Verity Asset Management, Inc. | 1,270 | $394.3K | 0.25% | +44+3.6% | Added |
| Great Lakes Advisors, LLC | 1,269 | $394.0K | 0.00% | −1,269−50.0% | Reduced |
| Fort Point Capital Partners LLC | 1,268 | $393.7K | 0.06% | −61−4.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,261 | $391.5K | 0.00% | −3−0.2% | Reduced |
| Atomi Financial Group, Inc. | 1,255 | $389.7K | 0.05% | +151+13.7% | Added |
| Centerpoint Advisors, LLC | 1,250 | $388.0K | 0.15% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,249 | $387.7K | 0.03% | −131−9.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,242 | $385.6K | 0.08% | +59+5.0% | Added |
| Change Path, LLC | 1,240 | $385.0K | 0.02% | +15+1.2% | Added |
| Rehmann Capital Advisory Group | 1,239 | $384.7K | 0.03% | −3−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 1,237 | $384.0K | 0.19% | −362−22.6% | Reduced |
| Gsa Capital Partners LLP | 1,238 | $384.0K | 0.03% | +1,238 | New |
| Bradley Foster & Sargent Inc | 1,235 | $383.5K | 0.01% | +98+8.6% | Added |
| Cigna Investments Inc | 1,234 | $383.0K | 0.08% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $380.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,227 | $380.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Patrick M Sweeney & Associates, Inc | 1,223 | $379.6K | 0.35% | +1,223 | New |
| Cobblestone Capital Advisors LLC | 1,220 | $378.8K | 0.02% | +266+27.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $376.6K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,213 | $376.5K | 0.02% | −1,120−48.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,444 | $375.4K | 0.15% | −21−1.4% | Reduced |
| Hyman Charles D | 1,204 | $374.0K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $372.6K | 0.09% | +1,200 | New |
| Ninety One SA (PTY) Ltd | 1,193 | $370.4K | 0.06% | 00.0% | Unchanged |