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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 1,680 | $491.0K | 0.08% | −15−0.9% | Reduced |
| Navalign, LLC | 1,683 | $490.4K | 0.16% | +7+0.4% | Added |
| Valeo Financial Advisors, LLC | 1,779 | $490.2K | 0.02% | −136−7.1% | Reduced |
| 1st Source Bank | 1,682 | $490.0K | 0.03% | −43−2.5% | Reduced |
| Chelsea Counsel Co | 1,672 | $487.1K | 0.28% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,662 | $484.1K | 0.04% | −4−0.2% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $483.7K | 0.39% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,654 | $481.9K | 0.28% | −292−15.0% | Reduced |
| Sicart Associates LLC | 1,650 | $480.7K | 0.18% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,663 | $475.5K | 0.18% | +219+15.2% | Added |
| Old National Bancorp | 1,627 | $474.0K | 0.01% | −45−2.7% | Reduced |
| Capital City Trust Co | 1,625 | $473.4K | 0.13% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 1,624 | $473.1K | 0.07% | −12−0.7% | Reduced |
| Formidable Asset Management, LLC | 1,622 | $472.5K | 0.08% | −190−10.5% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $471.7K | 0.21% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,613 | $469.9K | 0.10% | −1−0.1% | Reduced |
| Summit Trail Advisors, LLC | 1,611 | $469.3K | 0.01% | +963+148.6% | Added |
| Checchi Capital Advisers, LLC | 1,603 | $467.0K | 0.04% | +47+3.0% | Added |
| 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 |
| Leonteq Securities AG | 1,598 | $465.5K | 0.06% | −60−3.6% | Reduced |
| Summit Asset Management, LLC | 1,594 | $464.4K | 0.10% | +234+17.2% | Added |
| Evercore Wealth Management, LLC | 1,593 | $464.1K | 0.01% | −14−0.9% | Reduced |
| Pure Financial Advisors, Inc. | 1,571 | $457.7K | 0.01% | +788+100.6% | Added |
| Horizon Investments, LLC | 1,578 | $457.6K | 0.01% | +13+0.8% | Added |
| Strong Tower Advisory Services | 1,603 | $454.2K | 0.18% | +131+8.9% | Added |
| Moloney Securities Asset Management, LLC | 1,554 | $452.7K | 0.07% | −140−8.3% | Reduced |
| Confluence Wealth Services, Inc. | 1,544 | $449.8K | 0.04% | +165+12.0% | Added |
| Hengehold Capital Management LLC | 1,537 | $447.9K | 0.05% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,530 | $445.8K | 0.02% | +225+17.2% | Added |
| Parallel Advisors, LLC | 1,517 | $442.0K | 0.01% | +119+8.5% | Added |
| KG&L Capital Management,LLC | 1,502 | $437.6K | 0.17% | +790+111.0% | Added |
| Cito Capital Group, LLC | 1,500 | $437.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| FourThought Financial Partners, LLC | 1,499 | $436.7K | 0.05% | +632+72.9% | Added |
| Basepoint Wealth LLC | 1,492 | $434.7K | 0.33% | −8−0.5% | Reduced |
| Nations Financial Group Inc, | 1,484 | $432.6K | 0.04% | +32+2.2% | Added |
| Cedar Point Capital Partners, LLC | 1,481 | $431.5K | 0.33% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,473 | $429.0K | 0.24% | +115+8.5% | Added |
| Morningstar Investment Services LLC | 1,474 | $429.0K | 0.00% | −1,523−50.8% | Reduced |
| Dynamic Advisor Solutions LLC | 1,463 | $426.3K | 0.01% | +138+10.4% | Added |
| 9258 Wealth Management, LLC | 1,456 | $424.2K | 0.07% | +178+13.9% | Added |
| Emfo, LLC | 1,451 | $422.7K | 0.39% | +1,451 | New |
| Ascent Wealth Partners, LLC | 1,450 | $422.4K | 0.06% | +10+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,434 | $417.8K | 0.05% | +1,434 | New |
| Cottage Street Advisors LLC | 1,413 | $411.6K | 0.25% | +375+36.1% | Added |
| Grove Bank & Trust | 1,411 | $411.1K | 0.07% | +1,374+3,713.5% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $410.8K | 0.32% | 00.0% | Unchanged |
| ING Groep NV | 1,403 | $408.7K | 0.00% | −34,996−96.1% | Reduced |
| 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 |
| We Are One Seven, LLC | 1,399 | $407.6K | 0.02% | +7+0.5% | Added |
| Symmetry Partners, LLC | 1,394 | $406.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,379 | $401.7K | 0.08% | +1+0.1% | Added |
| Clarius Group, LLC | 1,374 | $400.3K | 0.03% | −98−6.7% | Reduced |
| Associated Banc-Corp | 1,369 | $398.8K | 0.01% | −5−0.4% | Reduced |
| Farther Finance Advisors, LLC | 1,405 | $398.1K | 0.02% | −56−3.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,365 | $397.6K | 0.33% | +142+11.6% | Added |
| Prelude Capital Management, LLC | 1,358 | $395.6K | 0.03% | +431+46.5% | Added |
| Hutchinson Capital Management | 1,354 | $394.5K | 0.08% | +1+0.1% | Added |
| Simmons Bank | 1,352 | $393.9K | 0.03% | −38−2.7% | Reduced |
| Semus Wealth Partners LLC | 1,349 | $393.0K | 0.33% | −8−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,332 | $388.1K | 0.01% | −71−5.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,330 | $387.5K | 0.73% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,329 | $387.3K | 0.02% | +38+2.9% | Added |
| Ballentine Partners, LLC | 1,328 | $386.9K | 0.01% | +28+2.2% | Added |
| Cambridge Trust Co | 1,315 | $383.1K | 0.01% | −80−5.7% | Reduced |
| Prudent Investors Network | 1,311 | $381.9K | 0.14% | +1,311 | New |
| Valley Brook Capital Group | 1,300 | $378.7K | 0.30% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,298 | $378.0K | 0.00% | +450+53.1% | Added |
| Atomi Financial Group, Inc. | 1,289 | $375.5K | 0.03% | +34+2.7% | Added |
| Monticello Wealth Management, LLC | 1,279 | $372.7K | 0.03% | +2+0.2% | Added |
| Change Path, LLC | 1,277 | $372.0K | 0.01% | +37+3.0% | Added |
| Cahill Financial Advisors Inc | 1,277 | $372.0K | 0.05% | +538+72.8% | Added |
| Ameritas Investment Partners, Inc. | 1,274 | $371.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,269 | $369.7K | 0.11% | −15−1.2% | Reduced |
| Fort Point Capital Partners LLC | 1,267 | $369.1K | 0.05% | −1−0.1% | Reduced |
| Chilton Capital Management LLC | 1,265 | $368.5K | 0.02% | −348−21.6% | Reduced |
| IFP Advisors, Inc | 1,261 | $367.4K | 0.02% | −128−9.2% | Reduced |
| Bridges Investment Management Inc | 1,254 | $365.3K | 0.01% | +1,254 | New |
| Centerpoint Advisors, LLC | 1,250 | $364.0K | 0.14% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,237 | $360.4K | 0.01% | +506+69.2% | Added |
| 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 |
| 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 |
| Madden Securities Corp | 1,215 | $354.0K | 0.16% | −375−23.6% | Reduced |
| Cigna Investments Inc | 1,212 | $353.0K | 0.07% | −22−1.8% | Reduced |
| Focus Financial Network, Inc. | 1,290 | $352.9K | 0.02% | +1,290 | New |
| Capital Advisors Inc | 1,208 | $351.9K | 0.01% | −15−1.2% | Reduced |
| 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 |
| Tyche Wealth Partners LLC | 1,200 | $349.6K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,223 | $346.6K | 0.04% | +272+28.6% | Added |
| Harbor Capital Advisors, Inc. | 1,187 | $346.0K | 0.05% | +1,187 | New |
| Keebeck Alpha, LP | 1,186 | $345.5K | 0.23% | +469+65.4% | Added |