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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 1,185 | $345.4K | 0.02% | +1,185 | New |
| Crestwood Advisors Group LLC | 1,183 | $344.6K | 0.01% | +1,183 | New |
| AE Wealth Management LLC | 1,176 | $342.3K | 0.00% | −3,271−73.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,173 | $341.8K | 0.12% | −1−0.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,170 | $341.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,168 | $340.3K | 0.32% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,160 | $337.9K | 0.00% | +196+20.3% | Added |
| Inscription Capital, LLC | 1,153 | $336.0K | 0.06% | +1,153 | New |
| Rehmann Capital Advisory Group | 1,153 | $335.9K | 0.03% | −86−6.9% | Reduced |
| 1776 Wealth LLC | 1,146 | $333.9K | 0.16% | +1+0.1% | Added |
| Harfst & Associates, Inc. | 1,144 | $333.3K | 0.08% | −16−1.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,140 | $332.1K | 0.13% | −97−7.8% | Reduced |
| Cannon Financial Strategists, Inc. | 1,138 | $331.5K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,133 | $330.0K | 0.03% | −178−13.6% | Reduced |
| Parsons Capital Management Inc | 1,132 | $329.8K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,126 | $328.0K | 0.03% | −14,544−92.8% | Reduced |
| Empower Advisory Group, LLC | 1,122 | $326.9K | 0.00% | +132+13.3% | Added |
| KLCM Advisors, Inc. | 1,120 | $326.3K | 0.04% | −4−0.4% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $326.0K | 0.15% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,116 | $325.1K | 0.06% | +357+47.0% | Added |
| United Bank | 1,115 | $324.8K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $324.3K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,107 | $322.5K | 0.03% | −8−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 1,172 | $321.2K | 0.07% | +20+1.7% | Added |
| SeaCrest Wealth Management, LLC | 1,100 | $320.6K | 0.04% | −485−30.6% | Reduced |
| Aurora Private Wealth, Inc. | 1,129 | $320.0K | 0.28% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 1,097 | $319.6K | 0.18% | −3,743−77.3% | Reduced |
| Pitcairn Co | 1,096 | $319.3K | 0.02% | +44+4.2% | Added |
| Capital Investment Counsel, Inc | 1,090 | $317.6K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,088 | $316.9K | 0.01% | +2+0.2% | Added |
| Rebalance, LLC | 1,083 | $315.4K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,081 | $314.9K | 0.03% | −92−7.8% | Reduced |
| Nwam LLC | 1,122 | $313.9K | 0.03% | +258+29.9% | Added |
| Chicago Trust Co NA | 1,070 | $311.7K | 0.06% | −25−2.3% | Reduced |
| Clearstead Advisors, LLC | 1,157 | $311.3K | 0.02% | −56−4.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $310.6K | 0.08% | −100−8.6% | Reduced |
| BNC Wealth Management, LLC | 1,059 | $308.5K | 0.13% | −23−2.1% | Reduced |
| Foundry Partners, LLC | 1,054 | $307.1K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,048 | $305.3K | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 1,077 | $305.2K | 0.01% | −4,142−79.4% | Reduced |
| Tobam | 1,048 | $305.0K | 0.03% | +26+2.5% | Added |
| Strategic Financial Concepts, LLC | 1,041 | $303.2K | 0.07% | +11+1.1% | Added |
| Kickstand Ventures, LLC. | 1,039 | $302.7K | 0.09% | −116−10.0% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $300.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,029 | $299.8K | 0.04% | −3−0.3% | Reduced |
| Group One Trading, L.P. | 1,025 | $298.6K | 0.01% | +1,025 | New |
| Andina Capital Management, LLC | 1,025 | $298.5K | 0.23% | +1,025 | New |
| Lakeview Capital Partners, LLC | 1,022 | $297.7K | 0.05% | −146−12.5% | Reduced |
| Center for Financial Planning, Inc. | 1,012 | $294.8K | 0.04% | −120−10.6% | Reduced |
| BKM Wealth Management, LLC | 1,012 | $294.8K | 0.13% | +5+0.5% | Added |
| Plancorp, LLC | 1,011 | $294.5K | 0.01% | +36+3.7% | Added |
| Capital Investment Advisory Services, LLC | 1,011 | $294.5K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 1,086 | $294.3K | 0.09% | +45+4.3% | Added |
| Certified Advisory Corp | 1,008 | $293.7K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,002 | $291.9K | 0.01% | −61−5.7% | Reduced |
| WMS Partners, LLC | 1,001 | $291.6K | 0.02% | −6−0.6% | Reduced |
| FMB Wealth Management | 1,000 | $291.3K | 0.23% | −1−0.1% | Reduced |
| Founders Financial Securities LLC | 1,000 | $291.3K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $291.3K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $291.3K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $291.3K | 0.10% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $291.3K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 1,000 | $291.3K | 0.01% | +1,000 | New |
| Kowal Investment Group, LLC | 996 | $290.3K | 0.06% | −27−2.6% | Reduced |
| ABLE Financial Group, LLC | 993 | $289.3K | 0.11% | −14−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $287.6K | 0.13% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 985 | $287.0K | 0.01% | −250−20.2% | Reduced |
| Gladstone Institutional Advisory LLC | 985 | $286.9K | 0.02% | −372−27.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $286.1K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 980 | $285.5K | 0.02% | +311+46.5% | Added |
| DCM Advisors, LLC | 980 | $285.5K | 0.12% | −653−40.0% | Reduced |
| Kelly Financial Services LLC | 975 | $284.2K | 0.11% | 00.0% | Unchanged |
| Dearborn Partners LLC | 975 | $284.0K | 0.01% | −152−13.5% | Reduced |
| Credential Qtrade Securities Inc. | 974 | $283.8K | 0.02% | −16−1.6% | Reduced |
| TrinityPoint Wealth, LLC | 974 | $283.7K | 0.05% | +15+1.6% | Added |
| Principal Securities, Inc. | 970 | $282.6K | 0.01% | +72+8.0% | Added |
| Paragon Private Wealth Management, LLC | 967 | $281.7K | 0.17% | +20+2.1% | Added |
| Syon Capital LLC | 963 | $280.6K | 0.03% | +40+4.3% | Added |
| Keel Point, LLC | 961 | $280.1K | 0.03% | −29−2.9% | Reduced |
| Financial Security Advisor, Inc. | 958 | $279.2K | 0.10% | +4+0.4% | Added |
| Summit X, LLC | 955 | $278.2K | 0.07% | +955 | New |
| Modera Wealth Management, LLC | 953 | $277.7K | 0.00% | −51−5.1% | Reduced |
| Marshall & Sullivan Inc | 950 | $276.8K | 0.14% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $276.8K | 0.03% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,000 | $276.3K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 946 | $275.5K | 0.01% | −346−26.8% | Reduced |
| Castle Rock Wealth Management, LLC | 1,021 | $275.4K | 0.08% | +6+0.6% | Added |
| Tradition Wealth Management, LLC | 945 | $275.2K | 0.03% | +87+10.1% | Added |
| Private Management Group Inc | 941 | $274.1K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 932 | $271.5K | 0.00% | +280+42.9% | Added |
| Conning Inc. | 929 | $270.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 928 | $270.4K | 0.01% | +585+170.6% | Added |
| Emerald Advisers, LLC | 927 | $270.1K | 0.01% | −8−0.9% | Reduced |
| AdvisorNet Financial, Inc | 926 | $269.8K | 0.03% | −37−3.8% | Reduced |
| Lansdowne Partners (UK) LLP | 920 | $268.0K | 0.02% | +920 | New |
| Bishop & Co Investment Management, LLC | 918 | $267.4K | 0.11% | 00.0% | Unchanged |
| Second Line Capital, LLC | 916 | $266.9K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 915 | $266.6K | 0.00% | −1,397−60.4% | Reduced |
| Bowman & Co S.C. | 913 | $266.0K | 0.16% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 907 | $264.2K | 0.02% | −220−19.5% | Reduced |