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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 905 | $263.5K | 0.07% | +52+6.1% | Added |
| Hudock, Inc. | 906 | $264.1K | 0.06% | +1+0.1% | Added |
| Jacobi Capital Management LLC | 907 | $264.2K | 0.02% | −220−19.5% | Reduced |
| Bowman & Co S.C. | 913 | $266.0K | 0.16% | 00.0% | Unchanged |
| Nomura Holdings Inc | 915 | $266.6K | 0.00% | −1,397−60.4% | Reduced |
| Second Line Capital, LLC | 916 | $266.9K | 0.09% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $267.4K | 0.11% | 00.0% | Unchanged |
| Lansdowne Partners (UK) LLP | 920 | $268.0K | 0.02% | +920 | New |
| AdvisorNet Financial, Inc | 926 | $269.8K | 0.03% | −37−3.8% | Reduced |
| Emerald Advisers, LLC | 927 | $270.1K | 0.01% | −8−0.9% | Reduced |
| Ancora Advisors, LLC | 928 | $270.4K | 0.01% | +585+170.6% | Added |
| Conning Inc. | 929 | $270.6K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 932 | $271.5K | 0.00% | +280+42.9% | Added |
| Private Management Group Inc | 941 | $274.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 945 | $275.2K | 0.03% | +87+10.1% | Added |
| Castle Rock Wealth Management, LLC | 1,021 | $275.4K | 0.08% | +6+0.6% | Added |
| Concurrent Investment Advisors, LLC | 946 | $275.5K | 0.01% | −346−26.8% | Reduced |
| Walden Wealth Partners LLC | 1,000 | $276.3K | 0.16% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 950 | $276.8K | 0.14% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $276.8K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 953 | $277.7K | 0.00% | −51−5.1% | Reduced |
| Summit X, LLC | 955 | $278.2K | 0.07% | +955 | New |
| Financial Security Advisor, Inc. | 958 | $279.2K | 0.10% | +4+0.4% | Added |
| Keel Point, LLC | 961 | $280.1K | 0.03% | −29−2.9% | Reduced |
| Syon Capital LLC | 963 | $280.6K | 0.03% | +40+4.3% | Added |
| Paragon Private Wealth Management, LLC | 967 | $281.7K | 0.17% | +20+2.1% | Added |
| Principal Securities, Inc. | 970 | $282.6K | 0.01% | +72+8.0% | Added |
| TrinityPoint Wealth, LLC | 974 | $283.7K | 0.05% | +15+1.6% | Added |
| Credential Qtrade Securities Inc. | 974 | $283.8K | 0.02% | −16−1.6% | Reduced |
| Dearborn Partners LLC | 975 | $284.0K | 0.01% | −152−13.5% | Reduced |
| Kelly Financial Services LLC | 975 | $284.2K | 0.11% | 00.0% | Unchanged |
| DCM Advisors, LLC | 980 | $285.5K | 0.12% | −653−40.0% | Reduced |
| Sonora Investment Management Group, LLC | 980 | $285.5K | 0.02% | +311+46.5% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $286.1K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 985 | $286.9K | 0.02% | −372−27.4% | Reduced |
| Bradley Foster & Sargent Inc | 985 | $287.0K | 0.01% | −250−20.2% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $287.6K | 0.13% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 993 | $289.3K | 0.11% | −14−1.4% | Reduced |
| Kowal Investment Group, LLC | 996 | $290.3K | 0.06% | −27−2.6% | Reduced |
| FMB Wealth Management | 1,000 | $291.3K | 0.23% | −1−0.1% | Reduced |
| Founders Financial Securities LLC | 1,000 | $291.3K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $291.3K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $291.3K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $291.3K | 0.10% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $291.3K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 1,000 | $291.3K | 0.01% | +1,000 | New |
| WMS Partners, LLC | 1,001 | $291.6K | 0.02% | −6−0.6% | Reduced |
| Central Trust Co | 1,002 | $291.9K | 0.01% | −61−5.7% | Reduced |
| Certified Advisory Corp | 1,008 | $293.7K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 1,086 | $294.3K | 0.09% | +45+4.3% | Added |
| Capital Investment Advisory Services, LLC | 1,011 | $294.5K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 1,011 | $294.5K | 0.01% | +36+3.7% | Added |
| BKM Wealth Management, LLC | 1,012 | $294.8K | 0.13% | +5+0.5% | Added |
| Center for Financial Planning, Inc. | 1,012 | $294.8K | 0.04% | −120−10.6% | Reduced |
| Lakeview Capital Partners, LLC | 1,022 | $297.7K | 0.05% | −146−12.5% | Reduced |
| Andina Capital Management, LLC | 1,025 | $298.5K | 0.23% | +1,025 | New |
| Group One Trading, L.P. | 1,025 | $298.6K | 0.01% | +1,025 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,029 | $299.8K | 0.04% | −3−0.3% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $300.9K | 0.05% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,039 | $302.7K | 0.09% | −116−10.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,041 | $303.2K | 0.07% | +11+1.1% | Added |
| Tobam | 1,048 | $305.0K | 0.03% | +26+2.5% | Added |
| Bokf, NA | 1,077 | $305.2K | 0.01% | −4,142−79.4% | Reduced |
| Highlander Capital Management, LLC | 1,048 | $305.3K | 0.10% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,054 | $307.1K | 0.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,059 | $308.5K | 0.13% | −23−2.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $310.6K | 0.08% | −100−8.6% | Reduced |
| Clearstead Advisors, LLC | 1,157 | $311.3K | 0.02% | −56−4.6% | Reduced |
| Chicago Trust Co NA | 1,070 | $311.7K | 0.06% | −25−2.3% | Reduced |
| Nwam LLC | 1,122 | $313.9K | 0.03% | +258+29.9% | Added |
| WealthPLAN Partners, LLC | 1,081 | $314.9K | 0.03% | −92−7.8% | Reduced |
| Rebalance, LLC | 1,083 | $315.4K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,088 | $316.9K | 0.01% | +2+0.2% | Added |
| Capital Investment Counsel, Inc | 1,090 | $317.6K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 1,096 | $319.3K | 0.02% | +44+4.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 1,097 | $319.6K | 0.18% | −3,743−77.3% | Reduced |
| Aurora Private Wealth, Inc. | 1,129 | $320.0K | 0.28% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,100 | $320.6K | 0.04% | −485−30.6% | Reduced |
| SevenBridge Financial Group, LLC | 1,172 | $321.2K | 0.07% | +20+1.7% | Added |
| Quadrant Capital Group LLC | 1,107 | $322.5K | 0.03% | −8−0.7% | Reduced |
| Pacifica Partners Inc. | 1,149 | $324.3K | 0.14% | 00.0% | Unchanged |
| United Bank | 1,115 | $324.8K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,116 | $325.1K | 0.06% | +357+47.0% | Added |
| Tealwood Asset Management Inc | 1,120 | $326.0K | 0.15% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,120 | $326.3K | 0.04% | −4−0.4% | Reduced |
| Empower Advisory Group, LLC | 1,122 | $326.9K | 0.00% | +132+13.3% | Added |
| Americana Partners, LLC | 1,126 | $328.0K | 0.03% | −14,544−92.8% | Reduced |
| Parsons Capital Management Inc | 1,132 | $329.8K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,133 | $330.0K | 0.03% | −178−13.6% | Reduced |
| Cannon Financial Strategists, Inc. | 1,138 | $331.5K | 0.07% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,140 | $332.1K | 0.13% | −97−7.8% | Reduced |
| Harfst & Associates, Inc. | 1,144 | $333.3K | 0.08% | −16−1.4% | Reduced |
| 1776 Wealth LLC | 1,146 | $333.9K | 0.16% | +1+0.1% | Added |
| Rehmann Capital Advisory Group | 1,153 | $335.9K | 0.03% | −86−6.9% | Reduced |
| Inscription Capital, LLC | 1,153 | $336.0K | 0.06% | +1,153 | New |
| Wellington Management Group LLP | 1,160 | $337.9K | 0.00% | +196+20.3% | Added |
| First Community Trust NA | 1,168 | $340.3K | 0.32% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,170 | $341.0K | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,173 | $341.8K | 0.12% | −1−0.1% | Reduced |
| AE Wealth Management LLC | 1,176 | $342.3K | 0.00% | −3,271−73.6% | Reduced |