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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 1,183 | $344.6K | 0.01% | +1,183 | New |
| TCG Advisory Services, LLC | 1,185 | $345.4K | 0.02% | +1,185 | New |
| Keebeck Alpha, LP | 1,186 | $345.5K | 0.23% | +469+65.4% | Added |
| Harbor Capital Advisors, Inc. | 1,187 | $346.0K | 0.05% | +1,187 | New |
| International Assets Investment Management, LLC | 1,223 | $346.6K | 0.04% | +272+28.6% | Added |
| Tyche Wealth Partners LLC | 1,200 | $349.6K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,202 | $351.0K | 0.03% | −25−2.0% | Reduced |
| Hyman Charles D | 1,204 | $351.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,208 | $351.9K | 0.01% | −15−1.2% | Reduced |
| Focus Financial Network, Inc. | 1,290 | $352.9K | 0.02% | +1,290 | New |
| Cigna Investments Inc | 1,212 | $353.0K | 0.07% | −22−1.8% | Reduced |
| Madden Securities Corp | 1,215 | $354.0K | 0.16% | −375−23.6% | Reduced |
| Verity Asset Management, Inc. | 1,220 | $355.4K | 0.20% | −50−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 1,220 | $355.4K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,223 | $356.3K | 0.04% | −554−31.2% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $356.3K | 0.30% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,237 | $360.4K | 0.01% | +506+69.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $364.0K | 0.14% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,254 | $365.3K | 0.01% | +1,254 | New |
| IFP Advisors, Inc | 1,261 | $367.4K | 0.02% | −128−9.2% | Reduced |
| Chilton Capital Management LLC | 1,265 | $368.5K | 0.02% | −348−21.6% | Reduced |
| Fort Point Capital Partners LLC | 1,267 | $369.1K | 0.05% | −1−0.1% | Reduced |
| WR Wealth Planners, LLC | 1,269 | $369.7K | 0.11% | −15−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,274 | $371.2K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,277 | $372.0K | 0.05% | +538+72.8% | Added |
| Change Path, LLC | 1,277 | $372.0K | 0.01% | +37+3.0% | Added |
| Monticello Wealth Management, LLC | 1,279 | $372.7K | 0.03% | +2+0.2% | Added |
| Atomi Financial Group, Inc. | 1,289 | $375.5K | 0.03% | +34+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,298 | $378.0K | 0.00% | +450+53.1% | Added |
| Valley Brook Capital Group | 1,300 | $378.7K | 0.30% | 00.0% | Unchanged |
| Prudent Investors Network | 1,311 | $381.9K | 0.14% | +1,311 | New |
| Cambridge Trust Co | 1,315 | $383.1K | 0.01% | −80−5.7% | Reduced |
| Ballentine Partners, LLC | 1,328 | $386.9K | 0.01% | +28+2.2% | Added |
| Lake Street Advisors Group, LLC | 1,329 | $387.3K | 0.02% | +38+2.9% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $387.5K | 0.73% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,332 | $388.1K | 0.01% | −71−5.1% | Reduced |
| Semus Wealth Partners LLC | 1,349 | $393.0K | 0.33% | −8−0.6% | Reduced |
| Simmons Bank | 1,352 | $393.9K | 0.03% | −38−2.7% | Reduced |
| Hutchinson Capital Management | 1,354 | $394.5K | 0.08% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 1,358 | $395.6K | 0.03% | +431+46.5% | Added |
| Patrick M Sweeney & Associates, Inc | 1,365 | $397.6K | 0.33% | +142+11.6% | Added |
| Farther Finance Advisors, LLC | 1,405 | $398.1K | 0.02% | −56−3.8% | Reduced |
| Associated Banc-Corp | 1,369 | $398.8K | 0.01% | −5−0.4% | Reduced |
| Clarius Group, LLC | 1,374 | $400.3K | 0.03% | −98−6.7% | Reduced |
| FinTrust Capital Advisors, LLC | 1,379 | $401.7K | 0.08% | +1+0.1% | Added |
| Symmetry Partners, LLC | 1,394 | $406.0K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,399 | $407.6K | 0.02% | +7+0.5% | Added |
| Middleton & Co Inc | 1,400 | $407.9K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $407.9K | 0.29% | 00.0% | Unchanged |
| ING Groep NV | 1,403 | $408.7K | 0.00% | −34,996−96.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,410 | $410.8K | 0.32% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,411 | $411.1K | 0.07% | +1,374+3,713.5% | Added |
| Cottage Street Advisors LLC | 1,413 | $411.6K | 0.25% | +375+36.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,434 | $417.8K | 0.05% | +1,434 | New |
| Ascent Wealth Partners, LLC | 1,450 | $422.4K | 0.06% | +10+0.7% | Added |
| Emfo, LLC | 1,451 | $422.7K | 0.39% | +1,451 | New |
| 9258 Wealth Management, LLC | 1,456 | $424.2K | 0.07% | +178+13.9% | Added |
| Dynamic Advisor Solutions LLC | 1,463 | $426.3K | 0.01% | +138+10.4% | Added |
| Morningstar Investment Services LLC | 1,474 | $429.0K | 0.00% | −1,523−50.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,473 | $429.0K | 0.24% | +115+8.5% | Added |
| Cedar Point Capital Partners, LLC | 1,481 | $431.5K | 0.33% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,484 | $432.6K | 0.04% | +32+2.2% | Added |
| Basepoint Wealth LLC | 1,492 | $434.7K | 0.33% | −8−0.5% | Reduced |
| FourThought Financial Partners, LLC | 1,499 | $436.7K | 0.05% | +632+72.9% | Added |
| Argent Advisors, Inc. | 1,500 | $437.0K | 0.17% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $437.0K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,500 | $437.0K | 0.27% | +98+7.0% | Added |
| Cullinan Associates Inc | 1,500 | $437.0K | 0.02% | +1,500 | New |
| Cito Capital Group, LLC | 1,500 | $437.0K | 0.18% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,502 | $437.6K | 0.17% | +790+111.0% | Added |
| Parallel Advisors, LLC | 1,517 | $442.0K | 0.01% | +119+8.5% | Added |
| Harbour Investments, Inc. | 1,530 | $445.8K | 0.02% | +225+17.2% | Added |
| Hengehold Capital Management LLC | 1,537 | $447.9K | 0.05% | +1+0.1% | Added |
| Confluence Wealth Services, Inc. | 1,544 | $449.8K | 0.04% | +165+12.0% | Added |
| Moloney Securities Asset Management, LLC | 1,554 | $452.7K | 0.07% | −140−8.3% | Reduced |
| Strong Tower Advisory Services | 1,603 | $454.2K | 0.18% | +131+8.9% | Added |
| Horizon Investments, LLC | 1,578 | $457.6K | 0.01% | +13+0.8% | Added |
| Pure Financial Advisors, Inc. | 1,571 | $457.7K | 0.01% | +788+100.6% | Added |
| Evercore Wealth Management, LLC | 1,593 | $464.1K | 0.01% | −14−0.9% | Reduced |
| Summit Asset Management, LLC | 1,594 | $464.4K | 0.10% | +234+17.2% | Added |
| Leonteq Securities AG | 1,598 | $465.5K | 0.06% | −60−3.6% | Reduced |
| ProVise Management Group, LLC | 1,600 | $466.1K | 0.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $466.1K | 0.15% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,600 | $466.1K | 0.01% | +28+1.8% | Added |
| Checchi Capital Advisers, LLC | 1,603 | $467.0K | 0.04% | +47+3.0% | Added |
| Summit Trail Advisors, LLC | 1,611 | $469.3K | 0.01% | +963+148.6% | Added |
| Prestige Wealth Management Group LLC | 1,613 | $469.9K | 0.10% | −1−0.1% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $471.7K | 0.21% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,622 | $472.5K | 0.08% | −190−10.5% | Reduced |
| Avitas Wealth Management LLC | 1,624 | $473.1K | 0.07% | −12−0.7% | Reduced |
| Capital City Trust Co | 1,625 | $473.4K | 0.13% | 00.0% | Unchanged |
| Old National Bancorp | 1,627 | $474.0K | 0.01% | −45−2.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,663 | $475.5K | 0.18% | +219+15.2% | Added |
| Sicart Associates LLC | 1,650 | $480.7K | 0.18% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,654 | $481.9K | 0.28% | −292−15.0% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $483.7K | 0.39% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,662 | $484.1K | 0.04% | −4−0.2% | Reduced |
| Chelsea Counsel Co | 1,672 | $487.1K | 0.28% | 00.0% | Unchanged |
| 1st Source Bank | 1,682 | $490.0K | 0.03% | −43−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 1,779 | $490.2K | 0.02% | −136−7.1% | Reduced |