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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 7,715 | $2.40M | 0.17% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,919 | $2.31M | 0.01% | +919+13.1% | Added |
| Cornerstone Advisors, LLC | 7,900 | $2.30M | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,848 | $2.29M | 0.16% | −5−0.1% | Reduced |
| Riverbridge Partners LLC | 7,826 | $2.28M | 0.03% | −162−2.0% | Reduced |
| Canada Pension Plan Investment Board | 7,542 | $2.20M | 0.00% | +3,435+83.6% | Added |
| Hartford Investment Management Co | 7,399 | $2.16M | 0.08% | −328−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 7,278 | $2.12M | 0.03% | +4,417+154.4% | Added |
| Nebula Research & Development LLC | 7,257 | $2.11M | 0.46% | +7,257 | New |
| Buckingham Strategic Wealth, LLC | 7,227 | $2.11M | 0.02% | +21+0.3% | Added |
| MML Investors Services, LLC | 7,144 | $2.08M | 0.01% | −1,263−15.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,036 | $2.05M | 0.02% | +650+10.2% | Added |
| Bowen Hanes & Co Inc | 6,934 | $2.02M | 0.06% | −25−0.4% | Reduced |
| Los Angeles Capital Management LLC | 6,914 | $2.01M | 0.01% | −4,793−40.9% | Reduced |
| Benedict Financial Advisors Inc | 6,816 | $1.99M | 0.50% | +113+1.7% | Added |
| Wesbanco Bank Inc | 6,808 | $1.98M | 0.07% | −269−3.8% | Reduced |
| Glenmede Trust Co NA | 6,774 | $1.97M | 0.01% | −98−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 6,756 | $1.97M | 0.04% | −557−7.6% | Reduced |
| Securian Asset Management, Inc | 6,737 | $1.96M | 0.06% | −502−6.9% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $1.95M | 0.04% | −200−2.9% | Reduced |
| Marshall Wace, LLP | 6,687 | $1.95M | 0.00% | −155,466−95.9% | Reduced |
| Vectors Research Management, LLC | 6,640 | $1.93M | 0.55% | −502−7.0% | Reduced |
| Tiaa Trust, National Association | 6,552 | $1.91M | 0.01% | −319−4.6% | Reduced |
| Argent Trust Co | 6,506 | $1.90M | 0.09% | −1,070−14.1% | Reduced |
| Umb Bank N A | 6,492 | $1.89M | 0.03% | −188−2.8% | Reduced |
| WoodTrust Financial Corp | 6,448 | $1.88M | 0.30% | +503+8.5% | Added |
| Journey Advisory Group, LLC | 6,425 | $1.87M | 0.23% | −700−9.8% | Reduced |
| Westpac Banking Corp | 6,388 | $1.86M | 0.14% | +6,388 | New |
| Courier Capital LLC | 6,317 | $1.84M | 0.13% | −232−3.5% | Reduced |
| Baader Bank INC | 6,300 | $1.84M | 0.15% | +6,300 | New |
| EFG Asset Management (Americas) Corp. | 6,259 | $1.82M | 0.55% | −2,474−28.3% | Reduced |
| Northcape Wealth Management, LLC | 6,241 | $1.82M | 0.66% | +928+17.5% | Added |
| Allspring Global Investments Holdings, LLC | 6,229 | $1.81M | 0.00% | −12,870−67.4% | Reduced |
| Integrated Wealth Concepts LLC | 6,218 | $1.81M | 0.03% | −64−1.0% | Reduced |
| Temasek Holdings (Private) Ltd | 6,161 | $1.79M | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 6,160 | $1.79M | 0.13% | +710+13.0% | Added |
| Campbell & CO Investment Adviser LLC | 6,143 | $1.79M | 0.15% | −2,098−25.5% | Reduced |
| Park Avenue Securities LLC | 6,091 | $1.77M | 0.02% | +4,210+223.8% | Added |
| Allianz SE | 6,033 | $1.76M | 0.06% | +6,033 | New |
| Cyndeo Wealth Partners, LLC | 6,031 | $1.76M | 0.15% | −443−6.8% | Reduced |
| TD Waterhouse Canada Inc. | 5,575 | $1.74M | 0.01% | +5,504+7,752.1% | Added |
| Axxcess Wealth Management, LLC | 5,888 | $1.72M | 0.05% | +1,225+26.3% | Added |
| Cullen/Frost Bankers, Inc. | 5,871 | $1.71M | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,835 | $1.70M | 0.04% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 5,901 | $1.69M | 0.63% | +5,901 | New |
| CIBC Private Wealth Group, LLC | 5,947 | $1.69M | 0.00% | −378−6.0% | Reduced |
| New Mexico Educational Retirement Board | 5,776 | $1.68M | 0.06% | −200−3.3% | Reduced |
| Impax Asset Management Group plc | 5,757 | $1.68M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,750 | $1.68M | 0.04% | −8,766−60.4% | Reduced |
| Walleye Trading LLC | 5,705 | $1.66M | 0.03% | −5,724−50.1% | Reduced |
| Norinchukin Bank, The | 5,674 | $1.65M | 0.05% | −48−0.8% | Reduced |
| Shell Asset Management Co | 5,985 | $1.65M | 0.08% | +874+17.1% | Added |
| Banque Cantonale Vaudoise | 5,631 | $1.64M | 0.06% | +1,679+42.5% | Added |
| Ontario Teachers Pension Plan Board | 5,619 | $1.64M | 0.02% | −4,977−47.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,590 | $1.63M | 0.05% | +711+14.6% | Added |
| Fiera Capital Corp | 5,590 | $1.63M | 0.00% | +2,615+87.9% | Added |
| Sound View Wealth Advisors Group, LLC | 5,560 | $1.62M | 0.17% | −710−11.3% | Reduced |
| Iyo Bank, Ltd. | 5,510 | $1.60M | 0.64% | +5,510 | New |
| Trivant Custom Portfolio Group, LLC | 5,489 | $1.60M | 1.02% | +5,489 | New |
| Aviance Capital Partners, LLC | 5,395 | $1.57M | 0.23% | +3,997+285.9% | Added |
| Regions Financial Corp | 5,376 | $1.57M | 0.01% | −241−4.3% | Reduced |
| HB Wealth Management, LLC | 5,372 | $1.57M | 0.02% | +513+10.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,251 | $1.53M | 0.01% | +2,163+70.0% | Added |
| United Capital Financial Advisers, LLC | 5,108 | $1.49M | 0.01% | +3,057+149.0% | Added |
| Carmel Capital Partners, LLC | 5,098 | $1.49M | 0.61% | +1,477+40.8% | Added |
| Empowered Funds, LLC | 5,027 | $1.46M | 0.03% | +3,664+268.8% | Added |
| Aquila Investment Management LLC | 5,000 | $1.46M | 1.24% | +1,000+25.0% | Added |
| Pettee Investors, Inc. | 4,975 | $1.45M | 0.61% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,970 | $1.45M | 0.62% | +1,686+51.3% | Added |
| NEOS Investment Management LLC | 4,869 | $1.42M | 0.09% | +1,660+51.7% | Added |
| E. Ohman J:or Asset Management AB | 4,800 | $1.40M | 0.04% | +400+9.1% | Added |
| Penobscot Investment Management Company, Inc. | 4,783 | $1.39M | 0.15% | −65−1.3% | Reduced |
| BNP Paribas | 4,737 | $1.38M | 0.06% | +4,737 | New |
| Sequoia Financial Advisors, LLC | 4,692 | $1.37M | 0.02% | −27,464−85.4% | Reduced |
| Toroso Investments, LLC | 4,680 | $1.36M | 0.02% | +311+7.1% | Added |
| Triangle Securities Wealth Management | 4,662 | $1.36M | 0.39% | +346+8.0% | Added |
| Leibman Financial Services, Inc. | 4,660 | $1.36M | 1.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,621 | $1.35M | 0.06% | −46−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 4,527 | $1.32M | 0.58% | −311−6.4% | Reduced |
| Sigma Planning Corp | 4,523 | $1.32M | 0.04% | +2,752+155.4% | Added |
| Ameritas Advisory Services, LLC | 4,690 | $1.31M | 0.05% | +1,768+60.5% | Added |
| Quantbot Technologies LP | 4,506 | $1.31M | 0.07% | +360+8.7% | Added |
| Horizon Kinetics Asset Management LLC | 4,500 | $1.31M | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,498 | $1.31M | 0.14% | +875+24.2% | Added |
| Robbins Farley LLC | 4,488 | $1.31M | 0.72% | −266−5.6% | Reduced |
| Central Pacific Bank - Trust Division | 4,612 | $1.31M | 0.16% | +4,612 | New |
| Monte Financial Group, LLC | 4,464 | $1.30M | 0.57% | +292+7.0% | Added |
| Verition Fund Management LLC | 4,461 | $1.30M | 0.01% | +3,647+448.0% | Added |
| Beaumont Asset Management, L.L.C. | 4,459 | $1.30M | 0.86% | +216+5.1% | Added |
| ABN AMRO Bank N.V. | 4,440 | $1.30M | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,443 | $1.29M | 0.05% | +476+12.0% | Added |
| Apollon Wealth Management, LLC | 4,438 | $1.29M | 0.04% | −359−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 4,425 | $1.29M | 0.13% | −809−15.5% | Reduced |
| WBI Investments | 4,333 | $1.26M | 0.26% | +4,333 | New |
| Vident Advisory, LLC | 4,315 | $1.26M | 0.03% | +172+4.2% | Added |
| HBK Sorce Advisory LLC | 4,290 | $1.25M | 0.04% | +2,221+107.3% | Added |
| Guggenheim Capital LLC | 4,272 | $1.24M | 0.01% | +65+1.5% | Added |
| Empirical Finance, LLC | 4,148 | $1.21M | 0.07% | +140+3.5% | Added |
| Summit Financial, LLC | 4,122 | $1.20M | 0.07% | −137−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,082 | $1.19M | 0.09% | +15+0.4% | Added |