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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 4,058 | $1.18M | 0.21% | +179+4.6% | Added |
| Neville Rodie & Shaw Inc | 4,060 | $1.18M | 0.09% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,082 | $1.19M | 0.09% | +15+0.4% | Added |
| Summit Financial, LLC | 4,122 | $1.20M | 0.07% | −137−3.2% | Reduced |
| Empirical Finance, LLC | 4,148 | $1.21M | 0.07% | +140+3.5% | Added |
| Guggenheim Capital LLC | 4,272 | $1.24M | 0.01% | +65+1.5% | Added |
| HBK Sorce Advisory LLC | 4,290 | $1.25M | 0.04% | +2,221+107.3% | Added |
| Vident Advisory, LLC | 4,315 | $1.26M | 0.03% | +172+4.2% | Added |
| WBI Investments | 4,333 | $1.26M | 0.26% | +4,333 | New |
| Koshinski Asset Management, Inc. | 4,425 | $1.29M | 0.13% | −809−15.5% | Reduced |
| Apollon Wealth Management, LLC | 4,438 | $1.29M | 0.04% | −359−7.5% | Reduced |
| Wedbush Securities Inc | 4,443 | $1.29M | 0.05% | +476+12.0% | Added |
| ABN AMRO Bank N.V. | 4,440 | $1.30M | 0.02% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,459 | $1.30M | 0.86% | +216+5.1% | Added |
| Verition Fund Management LLC | 4,461 | $1.30M | 0.01% | +3,647+448.0% | Added |
| Monte Financial Group, LLC | 4,464 | $1.30M | 0.57% | +292+7.0% | Added |
| Central Pacific Bank - Trust Division | 4,612 | $1.31M | 0.16% | +4,612 | New |
| Robbins Farley LLC | 4,488 | $1.31M | 0.72% | −266−5.6% | Reduced |
| Private Trust Co NA | 4,498 | $1.31M | 0.14% | +875+24.2% | Added |
| Horizon Kinetics Asset Management LLC | 4,500 | $1.31M | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,506 | $1.31M | 0.07% | +360+8.7% | Added |
| Ameritas Advisory Services, LLC | 4,690 | $1.31M | 0.05% | +1,768+60.5% | Added |
| Sigma Planning Corp | 4,523 | $1.32M | 0.04% | +2,752+155.4% | Added |
| Tempus Wealth Planning, LLC | 4,527 | $1.32M | 0.58% | −311−6.4% | Reduced |
| Metropolitan Life Insurance Co | 4,621 | $1.35M | 0.06% | −46−1.0% | Reduced |
| Leibman Financial Services, Inc. | 4,660 | $1.36M | 1.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,662 | $1.36M | 0.39% | +346+8.0% | Added |
| Toroso Investments, LLC | 4,680 | $1.36M | 0.02% | +311+7.1% | Added |
| Sequoia Financial Advisors, LLC | 4,692 | $1.37M | 0.02% | −27,464−85.4% | Reduced |
| BNP Paribas | 4,737 | $1.38M | 0.06% | +4,737 | New |
| Penobscot Investment Management Company, Inc. | 4,783 | $1.39M | 0.15% | −65−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 4,800 | $1.40M | 0.04% | +400+9.1% | Added |
| NEOS Investment Management LLC | 4,869 | $1.42M | 0.09% | +1,660+51.7% | Added |
| Elmwood Wealth Management, Inc. | 4,970 | $1.45M | 0.62% | +1,686+51.3% | Added |
| Pettee Investors, Inc. | 4,975 | $1.45M | 0.61% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 5,000 | $1.46M | 1.24% | +1,000+25.0% | Added |
| Empowered Funds, LLC | 5,027 | $1.46M | 0.03% | +3,664+268.8% | Added |
| Carmel Capital Partners, LLC | 5,098 | $1.49M | 0.61% | +1,477+40.8% | Added |
| United Capital Financial Advisers, LLC | 5,108 | $1.49M | 0.01% | +3,057+149.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,251 | $1.53M | 0.01% | +2,163+70.0% | Added |
| HB Wealth Management, LLC | 5,372 | $1.57M | 0.02% | +513+10.6% | Added |
| Regions Financial Corp | 5,376 | $1.57M | 0.01% | −241−4.3% | Reduced |
| Aviance Capital Partners, LLC | 5,395 | $1.57M | 0.23% | +3,997+285.9% | Added |
| Trivant Custom Portfolio Group, LLC | 5,489 | $1.60M | 1.02% | +5,489 | New |
| Iyo Bank, Ltd. | 5,510 | $1.60M | 0.64% | +5,510 | New |
| Sound View Wealth Advisors Group, LLC | 5,560 | $1.62M | 0.17% | −710−11.3% | Reduced |
| Fiera Capital Corp | 5,590 | $1.63M | 0.00% | +2,615+87.9% | Added |
| Avantax Planning Partners, Inc. | 5,590 | $1.63M | 0.05% | +711+14.6% | Added |
| Ontario Teachers Pension Plan Board | 5,619 | $1.64M | 0.02% | −4,977−47.0% | Reduced |
| Banque Cantonale Vaudoise | 5,631 | $1.64M | 0.06% | +1,679+42.5% | Added |
| Shell Asset Management Co | 5,985 | $1.65M | 0.08% | +874+17.1% | Added |
| Norinchukin Bank, The | 5,674 | $1.65M | 0.05% | −48−0.8% | Reduced |
| Walleye Trading LLC | 5,705 | $1.66M | 0.03% | −5,724−50.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,750 | $1.68M | 0.04% | −8,766−60.4% | Reduced |
| Impax Asset Management Group plc | 5,757 | $1.68M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,776 | $1.68M | 0.06% | −200−3.3% | Reduced |
| CIBC Private Wealth Group, LLC | 5,947 | $1.69M | 0.00% | −378−6.0% | Reduced |
| Roberts Wealth Advisors, LLC | 5,901 | $1.69M | 0.63% | +5,901 | New |
| Sit Investment Associates Inc | 5,835 | $1.70M | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,871 | $1.71M | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,888 | $1.72M | 0.05% | +1,225+26.3% | Added |
| TD Waterhouse Canada Inc. | 5,575 | $1.74M | 0.01% | +5,504+7,752.1% | Added |
| Cyndeo Wealth Partners, LLC | 6,031 | $1.76M | 0.15% | −443−6.8% | Reduced |
| Allianz SE | 6,033 | $1.76M | 0.06% | +6,033 | New |
| Park Avenue Securities LLC | 6,091 | $1.77M | 0.02% | +4,210+223.8% | Added |
| Campbell & CO Investment Adviser LLC | 6,143 | $1.79M | 0.15% | −2,098−25.5% | Reduced |
| PFG Advisors | 6,160 | $1.79M | 0.13% | +710+13.0% | Added |
| Temasek Holdings (Private) Ltd | 6,161 | $1.79M | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,218 | $1.81M | 0.03% | −64−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,229 | $1.81M | 0.00% | −12,870−67.4% | Reduced |
| Northcape Wealth Management, LLC | 6,241 | $1.82M | 0.66% | +928+17.5% | Added |
| EFG Asset Management (Americas) Corp. | 6,259 | $1.82M | 0.55% | −2,474−28.3% | Reduced |
| Baader Bank INC | 6,300 | $1.84M | 0.15% | +6,300 | New |
| Courier Capital LLC | 6,317 | $1.84M | 0.13% | −232−3.5% | Reduced |
| Westpac Banking Corp | 6,388 | $1.86M | 0.14% | +6,388 | New |
| Journey Advisory Group, LLC | 6,425 | $1.87M | 0.23% | −700−9.8% | Reduced |
| WoodTrust Financial Corp | 6,448 | $1.88M | 0.30% | +503+8.5% | Added |
| Umb Bank N A | 6,492 | $1.89M | 0.03% | −188−2.8% | Reduced |
| Argent Trust Co | 6,506 | $1.90M | 0.09% | −1,070−14.1% | Reduced |
| Tiaa Trust, National Association | 6,552 | $1.91M | 0.01% | −319−4.6% | Reduced |
| Vectors Research Management, LLC | 6,640 | $1.93M | 0.55% | −502−7.0% | Reduced |
| Marshall Wace, LLP | 6,687 | $1.95M | 0.00% | −155,466−95.9% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $1.95M | 0.04% | −200−2.9% | Reduced |
| Securian Asset Management, Inc | 6,737 | $1.96M | 0.06% | −502−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 6,756 | $1.97M | 0.04% | −557−7.6% | Reduced |
| Glenmede Trust Co NA | 6,774 | $1.97M | 0.01% | −98−1.4% | Reduced |
| Wesbanco Bank Inc | 6,808 | $1.98M | 0.07% | −269−3.8% | Reduced |
| Benedict Financial Advisors Inc | 6,816 | $1.99M | 0.50% | +113+1.7% | Added |
| Los Angeles Capital Management LLC | 6,914 | $2.01M | 0.01% | −4,793−40.9% | Reduced |
| Bowen Hanes & Co Inc | 6,934 | $2.02M | 0.06% | −25−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,036 | $2.05M | 0.02% | +650+10.2% | Added |
| MML Investors Services, LLC | 7,144 | $2.08M | 0.01% | −1,263−15.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,227 | $2.11M | 0.02% | +21+0.3% | Added |
| Nebula Research & Development LLC | 7,257 | $2.11M | 0.46% | +7,257 | New |
| Moneta Group Investment Advisors LLC | 7,278 | $2.12M | 0.03% | +4,417+154.4% | Added |
| Hartford Investment Management Co | 7,399 | $2.16M | 0.08% | −328−4.2% | Reduced |
| Canada Pension Plan Investment Board | 7,542 | $2.20M | 0.00% | +3,435+83.6% | Added |
| Riverbridge Partners LLC | 7,826 | $2.28M | 0.03% | −162−2.0% | Reduced |
| Centaurus Financial, Inc. | 7,848 | $2.29M | 0.16% | −5−0.1% | Reduced |
| Cornerstone Advisors, LLC | 7,900 | $2.30M | 0.10% | 00.0% | Unchanged |