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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 906 | $264.1K | 0.06% | +1+0.1% | Added |
| Diligent Investors, LLC | 905 | $263.5K | 0.07% | +52+6.1% | Added |
| SFMG, LLC | 901 | $262.5K | 0.02% | −65−6.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 900 | $262.2K | 0.17% | 00.0% | Unchanged |
| BSW Wealth Partners | 898 | $261.6K | 0.04% | +898 | New |
| First Horizon Advisors, Inc. | 895 | $260.8K | 0.01% | +9+1.0% | Added |
| Lido Advisors, LLC | 885 | $258.0K | 0.00% | +26+3.0% | Added |
| American National Bank | 884 | $257.5K | 0.03% | −62−6.6% | Reduced |
| Smart Money Group LLC | 936 | $253.7K | 0.10% | −14−1.5% | Reduced |
| ERn Financial, LLC | 869 | $253.1K | 0.04% | −55−6.0% | Reduced |
| Linscomb & Williams, Inc. | 868 | $252.9K | 0.01% | −198−18.6% | Reduced |
| Schechter Investment Advisors, LLC | 868 | $252.9K | 0.02% | −265−23.4% | Reduced |
| First Business Financial Services, Inc. | 867 | $252.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 866 | $252.3K | 0.06% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 860 | $250.5K | 0.06% | +60+7.5% | Added |
| Barlow Wealth Partners, Inc. | 875 | $249.2K | 0.03% | −20−2.2% | Reduced |
| Professional Advisory Services Inc | 850 | $248.0K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 851 | $247.9K | 0.11% | +851 | New |
| Jacobs & Co | 850 | $247.0K | 0.03% | −26−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 840 | $244.7K | 0.03% | −13−1.5% | Reduced |
| Foster Group, Inc. | 836 | $243.6K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 833 | $242.7K | 0.12% | +833 | New |
| Signal Advisors Wealth, LLC | 832 | $242.4K | 0.06% | +7+0.8% | Added |
| Foguth Wealth Management, LLC. | 832 | $242.4K | 0.13% | +832 | New |
| FineMark National Bank & Trust | 832 | $242.4K | 0.01% | −62−6.9% | Reduced |
| Carr Financial Group Corp | 830 | $241.8K | 0.08% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 823 | $239.9K | 0.01% | +3+0.4% | Added |
| Financial Advocates Investment Management | 823 | $239.8K | 0.01% | +11+1.4% | Added |
| Graypoint LLC | 822 | $239.4K | 0.02% | −30−3.5% | Reduced |
| J.Safra Asset Management Corp | 815 | $237.4K | 0.03% | +75+10.1% | Added |
| Headinvest, LLC | 805 | $234.5K | 0.05% | +125+18.4% | Added |
| Fukoku Mutual Life Insurance Co | 804 | $234.2K | 0.02% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 803 | $233.9K | 0.02% | +3+0.4% | Added |
| Geller Advisors LLC | 802 | $233.6K | 0.02% | +42+5.5% | Added |
| 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 |
| Revolve Wealth Partners, LLC | 798 | $232.5K | 0.04% | +798 | New |
| Global Retirement Partners, LLC | 793 | $231.2K | 0.01% | −12−1.5% | Reduced |
| Cohen & Steers, Inc. | 788 | $230.0K | 0.00% | +320+68.4% | Added |
| Busey Wealth Management | 787 | $229.3K | 0.01% | −25−3.1% | Reduced |
| Panagora Asset Management Inc | 784 | $228.4K | 0.00% | −7−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 782 | $227.8K | 0.00% | +782 | New |
| Argonautica Private Wealth Management, Inc | 781 | $227.5K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 780 | $227.2K | 0.01% | +19+2.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 775 | $225.8K | 0.01% | +13+1.7% | Added |
| Skopos Labs, Inc. | 793 | $224.7K | 0.10% | −4−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 769 | $224.0K | 0.02% | +769 | New |
| MQS Management LLC | 769 | $224.0K | 0.13% | +769 | New |
| Fiducient Advisors LLC | 768 | $223.7K | 0.04% | +768 | New |
| Zimmermann Investment Management & Planning LLC | 768 | $223.7K | 0.08% | +3+0.4% | Added |
| Sapient Capital LLC | 767 | $223.4K | 0.00% | −71−8.5% | Reduced |
| Campbell Wealth Management | 766 | $223.0K | 0.02% | +766 | New |
| LS Investment Advisors, LLC | 760 | $221.4K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 758 | $220.8K | 0.00% | −503−39.9% | Reduced |
| Howe & Rusling Inc | 757 | $220.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 754 | $219.7K | 0.01% | +189+33.5% | Added |
| Two Sigma Securities, LLC | 753 | $219.4K | 0.01% | −2,647−77.9% | Reduced |
| Maple Capital Management, Inc. | 750 | $218.5K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 750 | $218.5K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 749 | $218.2K | 0.02% | +42+5.9% | Added |
| TFC Financial Management | 746 | $217.3K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 740 | $215.6K | 0.00% | +26+3.6% | Added |
| Cornerstone Wealth Group, LLC | 735 | $214.1K | 0.02% | +62+9.2% | Added |
| Merriman Wealth Management, LLC | 734 | $213.8K | 0.01% | −33−4.3% | Reduced |
| Ritholtz Wealth Management | 734 | $213.7K | 0.01% | +32+4.6% | Added |
| Aries Wealth Management | 733 | $213.5K | 0.07% | 00.0% | Unchanged |
| City State Bank | 730 | $213.0K | 0.09% | +200+37.7% | Added |
| Accredited Investors Inc. | 728 | $212.0K | 0.01% | +3+0.4% | Added |
| StoneX Group Inc. | 723 | $210.7K | 0.02% | −8−1.1% | Reduced |
| Great Waters Wealth Management | 721 | $210.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 720 | $209.8K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 717 | $208.9K | 0.02% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 716 | $208.6K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 714 | $208.2K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 714 | $208.1K | 0.06% | −6−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 710 | $206.9K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 705 | $205.5K | 0.03% | +1+0.1% | Added |
| Sabal Trust CO | 705 | $205.4K | 0.01% | −31−4.2% | Reduced |
| 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 |
| Nicolet Bankshares Inc | 703 | $204.8K | 0.05% | −10−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 703 | $204.8K | 0.01% | +703 | New |
| Professional Financial Advisors, LLC | 700 | $203.9K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 700 | $203.9K | 0.00% | +700 | New |
| Welch Capital Partners LLC | 696 | $203.0K | 0.05% | 00.0% | Unchanged |
| Tevis Investment Management | 695 | $202.5K | 0.17% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 694 | $202.2K | 0.01% | +51+7.9% | Added |
| Strategic Blueprint, LLC | 689 | $200.7K | 0.01% | −1−0.1% | Reduced |
| Concord Investment Counsel Inc. | 684 | $199.3K | 0.07% | +684 | New |
| Mather Group, LLC. | 642 | $199.2K | 0.00% | −49−7.1% | Reduced |
| Haverford Trust Co | 662 | $192.9K | 0.00% | −20−2.9% | Reduced |
| Ossiam | 660 | $192.3K | 0.00% | −4,124−86.2% | Reduced |
| Armstrong Advisory Group, Inc | 604 | $187.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 629 | $183.2K | 0.04% | −103−14.1% | Reduced |
| Ofi Invest Asset Management | 678 | $182.9K | 0.00% | +53+8.5% | Added |
| CoreCap Advisors, LLC | 615 | $179.2K | 0.01% | +615 | New |
| Sentry Investment Management LLC | 599 | $175.0K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 600 | $174.8K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 540 | $158.0K | 0.11% | +3+0.6% | Added |