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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.

Institutional holdersQ1 2024: 1,202 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2024: $26.5B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$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
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc0$00.00%−250−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−194−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−175−100.0%Sold out
West Tower Group, LLC0$00.00%−166−100.0%Sold out
Central Bank & Trust Co0$00.00%−142−100.0%Sold out
Cooksen Wealth, LLC0$00.00%−130−100.0%Sold out
Team Financial Group, LLC0$00.00%−118−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−101−100.0%Sold out
Quarry LP0$00.00%−74−100.0%Sold out
New Millennium Group LLC0$00.00%−71−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−55−100.0%Sold out
Arlington Partners LLC0$00.00%−45−100.0%Sold out
Lee Financial Co0$00.00%−38−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−35−100.0%Sold out
REAP Financial Group, LLC0$00.00%−25−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−24−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−21−100.0%Sold out
Pineridge Advisors LLC0$00.00%−20−100.0%Sold out
Atwood & Palmer Inc0$00.00%−10−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−9−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−6−100.0%Sold out
Valued Wealth Advisors LLC0$00.00%−6−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−3−100.0%Sold out
Perkins Coie Trust Co0$00.00%−3−100.0%Sold out
Bartlett & Co. LLC––––Not filed
Regal Wealth Group, Inc.––––Not filed
Moreno Evelyn V––––Not filed
Sawtooth Solutions, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Telemus Capital, LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Focus Financial Network Inc––––Not filed
Wealthsource Partners, LLC––––Not filed
Traverso Chambers Private Wealth Management, LLC––––Not filed
Wade G W & Inc––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Provence Wealth Management Group––––Not filed
Fairfield Financial Advisors, LTD––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Neo Ivy Capital Management––––Not filed