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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 576 | $156.2K | 0.01% | +4+0.7% | Added |
| Tompkins Financial Corp | 541 | $157.6K | 0.02% | +25+4.8% | Added |
| McClarren Financial Advisors, Inc. | 540 | $158.0K | 0.11% | +3+0.6% | Added |
| First Personal Financial Services | 600 | $174.8K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 599 | $175.0K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 615 | $179.2K | 0.01% | +615 | New |
| Ofi Invest Asset Management | 678 | $182.9K | 0.00% | +53+8.5% | Added |
| GAMMA Investing LLC | 629 | $183.2K | 0.04% | −103−14.1% | Reduced |
| Armstrong Advisory Group, Inc | 604 | $187.5K | 0.02% | 00.0% | Unchanged |
| Ossiam | 660 | $192.3K | 0.00% | −4,124−86.2% | Reduced |
| Haverford Trust Co | 662 | $192.9K | 0.00% | −20−2.9% | Reduced |
| Mather Group, LLC. | 642 | $199.2K | 0.00% | −49−7.1% | Reduced |
| Concord Investment Counsel Inc. | 684 | $199.3K | 0.07% | +684 | New |
| Strategic Blueprint, LLC | 689 | $200.7K | 0.01% | −1−0.1% | Reduced |
| TD Private Client Wealth LLC | 694 | $202.2K | 0.01% | +51+7.9% | Added |
| Tevis Investment Management | 695 | $202.5K | 0.17% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $203.0K | 0.05% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $203.9K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 700 | $203.9K | 0.00% | +700 | New |
| Nicolet Bankshares Inc | 703 | $204.8K | 0.05% | −10−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 703 | $204.8K | 0.01% | +703 | New |
| S&CO Inc | 705 | $205.0K | 0.01% | −295−29.5% | Reduced |
| Hanson & Doremus Investment Management | 705 | $205.0K | 0.04% | +6+0.9% | Added |
| Sabal Trust CO | 705 | $205.4K | 0.01% | −31−4.2% | Reduced |
| NWF Advisory Services Inc. | 705 | $205.5K | 0.03% | +1+0.1% | Added |
| Great Lakes Retirement, Inc. | 710 | $206.9K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 714 | $208.1K | 0.06% | −6−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 714 | $208.2K | 0.04% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 716 | $208.6K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 717 | $208.9K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 720 | $209.8K | 0.01% | 00.0% | Unchanged |
| Great Waters Wealth Management | 721 | $210.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 723 | $210.7K | 0.02% | −8−1.1% | Reduced |
| Accredited Investors Inc. | 728 | $212.0K | 0.01% | +3+0.4% | Added |
| City State Bank | 730 | $213.0K | 0.09% | +200+37.7% | Added |
| Aries Wealth Management | 733 | $213.5K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 734 | $213.7K | 0.01% | +32+4.6% | Added |
| Merriman Wealth Management, LLC | 734 | $213.8K | 0.01% | −33−4.3% | Reduced |
| Cornerstone Wealth Group, LLC | 735 | $214.1K | 0.02% | +62+9.2% | Added |
| Equitable Holdings, Inc. | 740 | $215.6K | 0.00% | +26+3.6% | Added |
| TFC Financial Management | 746 | $217.3K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 749 | $218.2K | 0.02% | +42+5.9% | Added |
| Maple Capital Management, Inc. | 750 | $218.5K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 750 | $218.5K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 753 | $219.4K | 0.01% | −2,647−77.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 754 | $219.7K | 0.01% | +189+33.5% | Added |
| Howe & Rusling Inc | 757 | $220.5K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 758 | $220.8K | 0.00% | −503−39.9% | Reduced |
| LS Investment Advisors, LLC | 760 | $221.4K | 0.04% | 00.0% | Unchanged |
| Campbell Wealth Management | 766 | $223.0K | 0.02% | +766 | New |
| Sapient Capital LLC | 767 | $223.4K | 0.00% | −71−8.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 768 | $223.7K | 0.08% | +3+0.4% | Added |
| Fiducient Advisors LLC | 768 | $223.7K | 0.04% | +768 | New |
| Sheaff Brock Investment Advisors, LLC | 769 | $224.0K | 0.02% | +769 | New |
| MQS Management LLC | 769 | $224.0K | 0.13% | +769 | New |
| Skopos Labs, Inc. | 793 | $224.7K | 0.10% | −4−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 775 | $225.8K | 0.01% | +13+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 780 | $227.2K | 0.01% | +19+2.5% | Added |
| Argonautica Private Wealth Management, Inc | 781 | $227.5K | 0.08% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 782 | $227.8K | 0.00% | +782 | New |
| Panagora Asset Management Inc | 784 | $228.4K | 0.00% | −7−0.9% | Reduced |
| Busey Wealth Management | 787 | $229.3K | 0.01% | −25−3.1% | Reduced |
| Cohen & Steers, Inc. | 788 | $230.0K | 0.00% | +320+68.4% | Added |
| Global Retirement Partners, LLC | 793 | $231.2K | 0.01% | −12−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 798 | $232.5K | 0.04% | +798 | New |
| Aquatic Capital Management LLC | 800 | $233.1K | 0.01% | −10,960−93.2% | Reduced |
| Citizens & Northern Corp | 800 | $233.1K | 0.08% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $233.1K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 802 | $233.6K | 0.02% | +42+5.5% | Added |
| Advance Capital Management, Inc. | 803 | $233.9K | 0.02% | +3+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 804 | $234.2K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 805 | $234.5K | 0.05% | +125+18.4% | Added |
| J.Safra Asset Management Corp | 815 | $237.4K | 0.03% | +75+10.1% | Added |
| Graypoint LLC | 822 | $239.4K | 0.02% | −30−3.5% | Reduced |
| Financial Advocates Investment Management | 823 | $239.8K | 0.01% | +11+1.4% | Added |
| Eagle Global Advisors LLC | 823 | $239.9K | 0.01% | +3+0.4% | Added |
| Carr Financial Group Corp | 830 | $241.8K | 0.08% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 832 | $242.4K | 0.01% | −62−6.9% | Reduced |
| Signal Advisors Wealth, LLC | 832 | $242.4K | 0.06% | +7+0.8% | Added |
| Foguth Wealth Management, LLC. | 832 | $242.4K | 0.13% | +832 | New |
| Ruggaard & Associates LLC | 833 | $242.7K | 0.12% | +833 | New |
| Foster Group, Inc. | 836 | $243.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 840 | $244.7K | 0.03% | −13−1.5% | Reduced |
| Jacobs & Co | 850 | $247.0K | 0.03% | −26−3.0% | Reduced |
| Catalina Capital Group, LLC | 851 | $247.9K | 0.11% | +851 | New |
| Professional Advisory Services Inc | 850 | $248.0K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 875 | $249.2K | 0.03% | −20−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 860 | $250.5K | 0.06% | +60+7.5% | Added |
| Key Financial Inc | 866 | $252.3K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 867 | $252.6K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 868 | $252.9K | 0.02% | −265−23.4% | Reduced |
| Linscomb & Williams, Inc. | 868 | $252.9K | 0.01% | −198−18.6% | Reduced |
| ERn Financial, LLC | 869 | $253.1K | 0.04% | −55−6.0% | Reduced |
| Smart Money Group LLC | 936 | $253.7K | 0.10% | −14−1.5% | Reduced |
| American National Bank | 884 | $257.5K | 0.03% | −62−6.6% | Reduced |
| Lido Advisors, LLC | 885 | $258.0K | 0.00% | +26+3.0% | Added |
| First Horizon Advisors, Inc. | 895 | $260.8K | 0.01% | +9+1.0% | Added |
| BSW Wealth Partners | 898 | $261.6K | 0.04% | +898 | New |
| Pine Harbor Wealth Management, LLC | 900 | $262.2K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 901 | $262.5K | 0.02% | −65−6.7% | Reduced |