Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Rockwell Automation, Inc as of Mar 31, 2024. 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: 1,202; −4 vs. Q4 2023
Shares held: 91.2M; +3.88M (+4.4%) vs. Q4 2023
Total value: $26.5B; −$557.8M (−2.1%) vs. Q4 2023
New holders: 118; 436 more added
Sold out: 122; 418 more reduced

17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,202 institutions

Value heldQ1 2024: $26.5B

Institutions holding ROK and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2023.

Institutions holding ROK in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
Quest Partners LLC	1	$291	0.00%	−685−99.9%	Reduced
Tfo-TDC, LLC	1	$291	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	1	$291	0.00%	00.0%	Unchanged
Adirondack Trust Co	1	$291	0.00%	+1	New
Creekmur Asset Management LLC	1	$291	0.00%	+1	New
TD Capital Management LLC	2	$583	0.00%	−15−88.2%	Reduced
Cherry Tree Wealth Management, LLC	2	$583	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	2	$583	0.00%	+1+100.0%	Added
SOA Wealth Advisors, LLC.	2	$595	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	3	$831	0.00%	+3	New
NVWM, LLC	3	$874	0.00%	−3,067−99.9%	Reduced
Hantz Financial Services, Inc.	4	$1.00K	0.00%	−162−97.6%	Reduced
Global Trust Asset Management, LLC	4	$1.17K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$1.17K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	4	$1.17K	0.00%	+2+100.0%	Added
Caitlin John, LLC	4	$1.20K	0.00%	−6−60.0%	Reduced
Wetzel Investment Advisors, Inc.	5	$1.37K	0.00%	00.0%	Unchanged
Main Street Group, LTD	5	$1.42K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	5	$1.46K	0.00%	−6−54.5%	Reduced
Riggs Asset Managment Co. Inc.	5	$1.46K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	5	$1.46K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	5	$1.46K	0.00%	00.0%	Unchanged
Walleye Capital LLC	6	$1.75K	0.00%	−2,735−99.8%	Reduced
Trifecta Capital Advisors, LLC	6	$1.75K	0.00%	−16−72.7%	Reduced
Frank, Rimerman Advisors LLC	6	$1.75K	0.00%	00.0%	Unchanged
Avion Wealth	4	$2.00K	0.00%	−2−33.3%	Reduced
Hollencrest Capital Management	7	$2.04K	0.00%	−737−99.1%	Reduced
VisionPoint Advisory Group, LLC	7	$2.04K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	7	$2.04K	0.00%	+7	New
Sofos Investments, Inc.	7	$2.08K	0.00%	+7	Added
Core Alternative Capital	8	$2.33K	0.00%	−32−80.0%	Reduced
Tortoise Investment Management, LLC	8	$2.33K	0.00%	−3−27.3%	Reduced
Macroview Investment Management LLC	8	$2.33K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	9	$2.62K	0.00%	−13−59.1%	Reduced
JNBA Financial Advisors	9	$2.62K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	9	$2.62K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	9	$2.73K	0.00%	+1+12.5%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	10	$2.91K	0.00%	−182−94.8%	Reduced
Salem Investment Counselors Inc	10	$2.91K	0.00%	00.0%	Unchanged
SYSTM Wealth Solutions LLC	10	$2.91K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	10	$2.94K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	11	$3.08K	0.00%	+5+83.3%	Added
DiNuzzo Private Wealth, Inc.	11	$3.21K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	11	$3.21K	0.00%	+11	New
Jackson, Grant Investment Advisers, Inc.	12	$3.50K	0.00%	00.0%	Unchanged
Fairman Group, LLC	12	$3.50K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	12	$3.50K	0.00%	+12	New
Sittner & Nelson, LLC	13	$3.79K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	14	$4.08K	0.00%	−66−82.5%	Reduced
Atlantic Edge Private Wealth Management, LLC	14	$4.08K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	14	$4.08K	0.00%	+14	New
Iron Horse Wealth Management, LLC	15	$4.37K	0.00%	+15	New
Sachetta, LLC	15	$4.66K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	17	$4.95K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	18	$5.00K	0.00%	00.0%	Unchanged
NBT Bank N A	18	$5.24K	0.00%	−690−97.5%	Reduced
Investors Research Corp	19	$5.54K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	19	$5.54K	0.00%	+19	New
Maryland Capital Advisors Inc.	20	$5.83K	0.00%	−30−60.0%	Reduced
Boyd Watterson Asset Management LLC	20	$5.83K	0.00%	00.0%	Unchanged
LRI Investments, LLC	20	$5.83K	0.00%	+20	New
Abound Wealth Management	20	$5.84K	0.00%	+5+33.3%	Added
Harbor Investment Advisory, LLC	22	$6.41K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	24	$6.99K	0.00%	−46−65.7%	Reduced
Raffa Wealth Management, LLC	25	$7.28K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	25	$7.28K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	25	$7.28K	0.00%	+23+1,150.0%	Added
Planning Capital Management Corp	25	$7.28K	0.01%	−56−69.1%	Reduced
Fortitude Family Office, LLC	28	$8.16K	0.01%	−119−81.0%	Reduced
Gradient Investments LLC	30	$8.74K	0.00%	−982−97.0%	Reduced
Crewe Advisors LLC	30	$8.74K	0.00%	+30	New
Raleigh Capital Management Inc.	30	$8.76K	0.00%	−163−84.5%	Reduced
Creative Financial Designs Inc	30	$8.86K	0.00%	+10+50.0%	Added
Private Wealth Management Group, LLC	31	$9.03K	0.00%	00.0%	Unchanged
Archer Investment Corp	35	$10.2K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	39	$11.1K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	39	$11.4K	0.00%	00.0%	Unchanged
Palisade Asset Management, LLC	39	$11.4K	0.00%	+39	New
Semmax Financial Advisors Inc.	43	$11.6K	0.00%	+43	New
Oliver Lagore Vanvalin Investment Group	40	$11.7K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	41	$12.0K	0.00%	+2+5.1%	Added
Gilliland Jeter Wealth Management LLC	42	$12.2K	0.00%	+42	New
Financial Management Professionals, Inc.	44	$13.0K	0.00%	+7+18.9%	Added
Arcadia Investment Management Corp	45	$13.1K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	45	$13.1K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	47	$13.7K	0.00%	+22+88.0%	Added
Richardson Financial Services Inc.	68	$14.0K	0.01%	+68	New
Mascoma Wealth Management LLC	50	$14.6K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	51	$14.9K	0.01%	−40−44.0%	Reduced
Indiana Trust & Investment Management CO	53	$15.4K	0.01%	+53	New
ZRC Wealth Management, LLC	54	$15.7K	0.01%	+54	New
True Wealth Design, LLC	55	$16.0K	0.00%	+3+5.8%	Added
West Paces Advisors Inc.	58	$16.9K	0.00%	−16−21.6%	Reduced
Custom Portfolio Group LLC	59	$17.2K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	65	$18.4K	0.01%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	64	$18.6K	0.01%	00.0%	Unchanged
WealthCollab, LLC	64	$18.6K	0.01%	00.0%	Unchanged
ICA Group Wealth Management, LLC	65	$18.9K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	68	$19.8K	0.00%	−34−33.3%	Reduced