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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 15,806 | $4.60M | 0.08% | +15,806 | New |
| Spire Wealth Management | 16,144 | $4.70M | 0.13% | +15,628+3,028.7% | Added |
| McGuire Investment Group, LLC | 16,157 | $4.71M | 0.69% | −298−1.8% | Reduced |
| CIBC Asset Management Inc | 16,235 | $4.73M | 0.02% | +486+3.1% | Added |
| Papp L Roy & Associates | 16,327 | $4.76M | 0.57% | +555+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 16,483 | $4.80M | 0.00% | −387−2.3% | Reduced |
| Stratos Wealth Advisors, LLC | 16,573 | $4.83M | 0.29% | −718−4.2% | Reduced |
| State of Tennessee, Treasury Department | 16,761 | $4.88M | 0.02% | −8,621−34.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,774 | $4.89M | 0.01% | +296+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,890 | $4.92M | 0.02% | −273−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 16,907 | $4.93M | 0.17% | −39−0.2% | Reduced |
| Hall Laurie J Trustee | 17,594 | $5.12M | 1.80% | −155−0.9% | Reduced |
| Ieq Capital, LLC | 17,703 | $5.16M | 0.07% | +2,499+16.4% | Added |
| New York Life Investment Management LLC | 17,832 | $5.19M | 0.05% | −658−3.6% | Reduced |
| M&T Bank Corp | 17,974 | $5.24M | 0.02% | −660−3.5% | Reduced |
| First American Trust, FSB | 17,994 | $5.24M | 0.55% | +274+1.5% | Added |
| Richard C. Young & CO., LTD. | 18,032 | $5.25M | 0.66% | −372−2.0% | Reduced |
| Lipe & Dalton | 18,108 | $5.28M | 2.72% | −150−0.8% | Reduced |
| Telos Capital Management, Inc. | 19,021 | $5.54M | 0.62% | −5,587−22.7% | Reduced |
| KWMG, LLC | 19,076 | $5.56M | 0.61% | +359+1.9% | Added |
| Degroof Petercam Asset Management | 19,500 | $5.68M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,748 | $5.75M | 0.05% | +14,695+290.8% | Added |
| Utah Retirement Systems | 19,891 | $5.79M | 0.07% | 00.0% | Unchanged |
| Rheos Capital Works Inc. | 20,000 | $5.83M | 0.28% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 20,085 | $5.85M | 0.02% | 00.0% | Unchanged |
| Czech National Bank | 20,162 | $5.87M | 0.08% | +77+0.4% | Added |
| Jane Street Group, LLC | 20,314 | $5.92M | 0.01% | −8,487−29.5% | Reduced |
| Venture Visionary Partners LLC | 20,476 | $5.97M | 0.28% | −717−3.4% | Reduced |
| Synovus Financial Corp | 20,487 | $5.97M | 0.08% | −1,430−6.5% | Reduced |
| Daiwa Securities Group Inc. | 20,701 | $6.03M | 0.03% | −1,845−8.2% | Reduced |
| D.A. Davidson & Co. | 20,718 | $6.04M | 0.05% | −2,779−11.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,013 | $6.12M | 0.42% | +4,907+30.5% | Added |
| Edge Capital Group, LLC | 21,052 | $6.13M | 0.31% | +5,550+35.8% | Added |
| Boston Private Wealth LLC | 21,065 | $6.14M | 0.14% | −2,561−10.8% | Reduced |
| Delaney Dennis R | 21,312 | $6.21M | 3.38% | +25+0.1% | Added |
| Notis-McConarty Edward | 21,379 | $6.23M | 2.46% | −1,979−8.5% | Reduced |
| Unisphere Establishment | 21,450 | $6.25M | 0.06% | −11,450−34.8% | Reduced |
| Fifth Third Bancorp | 21,563 | $6.28M | 0.02% | −1,621−7.0% | Reduced |
| Silvant Capital Management LLC | 21,760 | $6.34M | 0.30% | +235+1.1% | Added |
| IFM Investors Pty Ltd | 22,187 | $6.46M | 0.07% | +71+0.3% | Added |
| Citadel Advisors LLC | 22,231 | $6.48M | 0.01% | −345,988−94.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,460 | $6.69M | 0.07% | +330+1.4% | Added |
| Davis-Rea Ltd. | 23,379 | $6.81M | 3.10% | −5,559−19.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,403 | $6.82M | 0.03% | −321−1.4% | Reduced |
| Renaissance Investment Group LLC | 23,565 | $6.87M | 1.58% | +683+3.0% | Added |
| Bailard, Inc. | 23,572 | $6.87M | 0.19% | +106+0.5% | Added |
| Texas Permanent School Fund | 23,688 | $6.90M | 0.05% | +110.0% | Added |
| Cresset Asset Management, LLC | 23,858 | $6.95M | 0.03% | −403−1.7% | Reduced |
| Azimuth Capital Investment Management LLC | 23,984 | $6.99M | 0.29% | −1,997−7.7% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 24,200 | $7.05M | 2.43% | +24,200 | New |
| SpiderRock Advisors, LLC | 25,467 | $7.08M | 0.23% | +25,467 | New |
| Pathstone Holdings, LLC | 24,693 | $7.19M | 0.03% | +1,660+7.2% | Added |
| FORA Capital, LLC | 24,731 | $7.20M | 0.59% | +9,582+63.3% | Added |
| Amalgamated Bank | 24,900 | $7.25M | 0.06% | −4,764−16.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,156 | $7.33M | 0.05% | +44+0.2% | Added |
| Retirement Systems of Alabama | 25,293 | $7.37M | 0.03% | +21+0.1% | Added |
| Scotia Capital Inc. | 25,610 | $7.46M | 0.04% | −4,294−14.4% | Reduced |
| Creative Planning | 26,177 | $7.63M | 0.01% | +497+1.9% | Added |
| Banque Pictet & Cie SA | 26,382 | $7.69M | 0.08% | −964−3.5% | Reduced |
| Xponance, Inc. | 26,410 | $7.69M | 0.08% | +455+1.8% | Added |
| Nisa Investment Advisors, LLC | 26,562 | $7.74M | 0.05% | −87−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,048 | $7.88M | 0.14% | +390+1.5% | Added |
| AMF Pensionsforsakring AB | 27,031 | $7.88M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,108 | $7.89M | 0.02% | +7,120+35.6% | Added |
| Cyrus J. Lawrence, LLC | 27,183 | $7.92M | 1.76% | +27,183 | New |
| Cetera Investment Advisers | 27,307 | $7.96M | 0.02% | +21,051+336.5% | Added |
| Natixis Advisors, L.P. | 27,369 | $7.97M | 0.02% | −4,739−14.8% | Reduced |
| Captrust Financial Advisors | 27,563 | $8.03M | 0.03% | −5,773−17.3% | Reduced |
| Mirabella Financial Services LLP | 27,601 | $8.04M | 0.59% | +27,601 | New |
| Kestra Advisory Services, LLC | 27,902 | $8.13M | 0.05% | +1,981+7.6% | Added |
| Advisors Asset Management, Inc. | 27,924 | $8.14M | 0.16% | +3,864+16.1% | Added |
| Sompo Asset Management Co., Ltd. | 28,090 | $8.18M | 1.34% | +12,234+77.2% | Added |
| Boston Trust Walden Corp | 28,270 | $8.24M | 0.06% | −249−0.9% | Reduced |
| Fort Pitt Capital Group, LLC | 28,346 | $8.26M | 0.25% | −38,611−57.7% | Reduced |
| Ninety One North America, Inc. | 28,457 | $8.29M | 0.40% | +6,066+27.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,695 | $8.36M | 0.09% | +100+0.3% | Added |
| Rodgers Brothers Inc. | 28,928 | $8.43M | 1.15% | +4,258+17.3% | Added |
| Susquehanna International Group, LLP | 28,956 | $8.44M | 0.01% | −45,096−60.9% | Reduced |
| Kidder Stephen W | 29,161 | $8.50M | 2.71% | −1,407−4.6% | Reduced |
| Portland Global Advisors LLC | 29,368 | $8.56M | 1.17% | +3,859+15.1% | Added |
| Taurus Asset Management, LLC | 29,612 | $8.63M | 0.87% | −5,975−16.8% | Reduced |
| Freemont Management S.A. | 30,500 | $8.89M | 1.37% | +30,500 | New |
| NorthCrest Asset Manangement, LLC | 30,541 | $8.90M | 0.30% | +566+1.9% | Added |
| Nomura Asset Management Co Ltd | 31,219 | $9.10M | 0.03% | −13,420−30.1% | Reduced |
| DnB Asset Management AS | 31,382 | $9.14M | 0.05% | −92,379−74.6% | Reduced |
| State of Michigan Retirement System | 31,413 | $9.15M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 31,475 | $9.17M | 0.11% | −3,129−9.0% | Reduced |
| American International Group, Inc. | 31,475 | $9.17M | 0.03% | −255−0.8% | Reduced |
| Pinebridge Investments, L.P. | 31,560 | $9.19M | 0.07% | −10,235−24.5% | Reduced |
| Itau Unibanco Holding S.A. | 31,582 | $9.20M | 0.39% | −18,506−36.9% | Reduced |
| MetLife Investment Management | 31,586 | $9.20M | 0.06% | −988−3.0% | Reduced |
| Brown Advisory Inc | 32,271 | $9.40M | 0.01% | +29+0.1% | Added |
| USS Investment Management Ltd | 32,606 | $9.49M | 0.08% | +2,676+8.9% | Added |
| Credit Agricole S A | 34,787 | $9.51M | 0.16% | +7,768+28.8% | Added |
| Arizona State Retirement System | 32,882 | $9.58M | 0.07% | +567+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,014 | $9.62M | 0.12% | −598−1.8% | Reduced |
| Rockland Trust Co | 33,117 | $9.65M | 0.51% | +482+1.5% | Added |
| Puzo Michael J | 33,178 | $9.67M | 2.68% | +2,759+9.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,347 | $9.71M | 0.22% | −1,491−4.3% | Reduced |
| M. Kraus & Co | 33,730 | $9.83M | 2.98% | +187+0.6% | Added |