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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 1,174 | $364.4K | 0.14% | +4+0.3% | Added |
| WealthPLAN Partners, LLC | 1,173 | $364.2K | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,170 | $363.3K | 0.04% | 00.0% | Unchanged |
| 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 |
| Clarity Capital Partners LLC | 1,167 | $362.3K | 0.26% | +1,167 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,166 | $362.0K | 0.10% | +208+21.7% | Added |
| Harfst & Associates, Inc. | 1,160 | $360.2K | 0.10% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,155 | $358.6K | 0.10% | −53−4.4% | Reduced |
| SevenBridge Financial Group, LLC | 1,152 | $357.7K | 0.08% | +30+2.7% | Added |
| Allegheny Financial Group LTD | 1,148 | $356.6K | 0.11% | +34+3.1% | Added |
| 1776 Wealth LLC | 1,145 | $355.5K | 0.18% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,138 | $353.3K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,133 | $351.8K | 0.03% | +83+7.9% | Added |
| 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 |
| Aurora Private Wealth, Inc. | 1,129 | $351.0K | 0.33% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,127 | $349.9K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,127 | $349.8K | 0.04% | +100+9.7% | Added |
| KLCM Advisors, Inc. | 1,124 | $349.0K | 0.05% | −12−1.1% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $348.0K | 0.17% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,115 | $346.2K | 0.03% | +37+3.4% | Added |
| Atom Investors LP | 1,115 | $346.2K | 0.06% | −37−3.2% | Reduced |
| United Bank | 1,115 | $346.2K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,106 | $343.4K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,098 | $340.9K | 0.00% | −9−0.8% | Reduced |
| Chicago Trust Co NA | 1,095 | $340.0K | 0.08% | −50−4.4% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $338.4K | 0.06% | +1,090 | New |
| Alps Advisors Inc | 1,088 | $337.8K | 0.00% | −60−5.2% | Reduced |
| 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 |
| Rebalance, LLC | 1,083 | $336.2K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,082 | $335.9K | 0.16% | −24−2.2% | Reduced |
| Brookstone Capital Management | 1,073 | $333.1K | 0.01% | +20+1.9% | Added |
| New England Research & Management, Inc. | 1,065 | $331.0K | 0.18% | +1,065 | New |
| Linscomb & Williams, Inc. | 1,066 | $331.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,063 | $330.0K | 0.01% | −350−24.8% | Reduced |
| Foundry Partners, LLC | 1,054 | $327.2K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 1,052 | $326.6K | 0.02% | −35−3.2% | Reduced |
| Highlander Capital Management, LLC | 1,048 | $325.4K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,041 | $322.0K | 0.01% | −201−16.2% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $320.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,032 | $320.4K | 0.05% | −1−0.1% | Reduced |
| Strategic Financial Concepts, LLC | 1,030 | $319.9K | 0.19% | −16−1.5% | Reduced |
| Cottage Street Advisors LLC | 1,038 | $319.0K | 0.22% | +38+3.8% | Added |
| Kowal Investment Group, LLC | 1,023 | $317.7K | 0.07% | +1+0.1% | Added |
| Tobam | 1,022 | $317.0K | 0.03% | +220+27.4% | Added |
| Pacifica Partners Inc. | 1,149 | $316.0K | 0.16% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,012 | $314.2K | 0.01% | +23+2.3% | Added |
| Capital Investment Advisory Services, LLC | 1,011 | $313.9K | 0.03% | +53+5.5% | Added |
| Certified Advisory Corp | 1,008 | $313.0K | 0.05% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,007 | $312.7K | 0.02% | +7+0.7% | Added |
| ABLE Financial Group, LLC | 1,007 | $312.7K | 0.14% | +4+0.4% | Added |
| BKM Wealth Management, LLC | 1,007 | $312.7K | 0.13% | +1,007 | New |
| Modera Wealth Management, LLC | 1,004 | $311.8K | 0.01% | −12−1.2% | Reduced |
| FMB Wealth Management | 1,001 | $310.8K | 0.28% | +1+0.1% | Added |
| 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 |
| S&CO Inc | 1,000 | $310.0K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,015 | $308.6K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 990 | $307.5K | 0.04% | −81−7.6% | Reduced |
| 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 |
| Tiemann Investment Advisors, LLC | 987 | $306.5K | 0.15% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 982 | $304.9K | 0.07% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 975 | $302.8K | 0.12% | −72−6.9% | Reduced |
| Plancorp, LLC | 975 | $302.7K | 0.01% | +28+3.0% | Added |
| SFMG, LLC | 966 | $299.9K | 0.03% | −9−0.9% | Reduced |
| Perigon Wealth Management, LLC | 964 | $299.3K | 0.01% | −122−11.2% | Reduced |
| Wellington Management Group LLP | 964 | $299.3K | 0.00% | −1,061−52.4% | Reduced |
| AdvisorNet Financial, Inc | 963 | $299.0K | 0.03% | −8−0.8% | Reduced |
| TrinityPoint Wealth, LLC | 959 | $297.9K | 0.05% | +94+10.9% | Added |
| Financial Security Advisor, Inc. | 954 | $296.2K | 0.12% | +5+0.5% | Added |
| Oracle Alpha Inc. | 954 | $296.2K | 0.38% | +954 | New |
| International Assets Investment Management, LLC | 951 | $295.2K | 0.04% | +75+8.6% | Added |
| Marshall & Sullivan Inc | 950 | $295.0K | 0.16% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $295.0K | 0.03% | 00.0% | Unchanged |
| Smart Money Group LLC | 950 | $294.8K | 0.13% | +5+0.5% | Added |
| Paragon Private Wealth Management, LLC | 947 | $294.0K | 0.20% | +16+1.7% | Added |
| American National Bank | 946 | $293.7K | 0.05% | +422+80.5% | Added |
| Private Management Group Inc | 941 | $292.2K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 935 | $290.2K | 0.01% | −3−0.3% | Reduced |
| TownSquare Capital, LLC | 932 | $289.4K | 0.00% | +227+32.2% | Added |
| Conning Inc. | 929 | $288.4K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 927 | $287.8K | 0.02% | −419−31.1% | Reduced |
| Syon Capital LLC | 923 | $286.6K | 0.03% | +179+24.1% | Added |
| Bishop & Co Investment Management, LLC | 918 | $285.0K | 0.12% | +918 | Added |
| Second Line Capital, LLC | 916 | $284.4K | 0.11% | +916 | New |
| Bowman & Co S.C. | 913 | $283.5K | 0.20% | 00.0% | Unchanged |
| Hudock, Inc. | 905 | $281.1K | 0.06% | +2+0.2% | Added |
| Pine Harbor Wealth Management, LLC | 900 | $279.4K | 0.21% | +900 | New |
| Principal Securities, Inc. | 898 | $278.8K | 0.01% | +898 | New |
| Barlow Wealth Partners, Inc. | 895 | $277.9K | 0.04% | +895 | New |
| FineMark National Bank & Trust | 894 | $277.6K | 0.01% | +46+5.4% | Added |
| ERn Financial, LLC | 924 | $277.3K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 1,041 | $277.2K | 0.09% | 00.0% | Unchanged |