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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,987,595 | $2.62B | 0.06% | −939,910−9.5% | Reduced |
| Vanguard Group Inc | 14,048,986 | $4.09B | 0.08% | +438,356+3.2% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −2,337,022−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −288,111−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −220,492−100.0% | Sold out |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −114,154−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −96,605−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −38,444−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −33,052−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −31,531−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −28,517−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −24,363−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −23,152−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −18,062−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −15,235−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −16,002−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −11,856−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −8,701−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,570−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Valicenti Advisory Services Inc | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,938−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Oracle Alpha Inc. | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Diversified, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Catalyst Financial Partners LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Marathon Strategic Advisors, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −260−100.0% | Sold out |