Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in Rockwell Automation, Inc as of Jun 30, 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: 1,156; −33 vs. Q1 2024
Shares held: 91.9M; +1.17M (+1.3%) vs. Q1 2024
Total value: $25.3B; −$1.12B (−4.2%) vs. Q1 2024
New holders: 88; 403 more added
Sold out: 121; 426 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,156 institutions

Value heldQ2 2024: $25.3B

Institutions holding ROK and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2024.

Institutions holding ROK in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
McClarren Financial Advisors, Inc.	275	$139	0.10%	−265−49.1%	Reduced
Cornerstone Planning Group LLC	1	$249	0.00%	+1	New
Cedar Mountain Advisors, LLC	1	$275	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	1	$289	0.00%	−1−50.0%	Reduced
PEAK6 Investments LLC	2	$520	0.00%	−1−33.3%	Reduced
JJJ Advisors Inc.	2	$551	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	2	$551	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	3	$826	0.00%	+3	New
Avion Wealth	6	$1.00K	0.00%	+2+50.0%	Added
Hantz Financial Services, Inc.	4	$1.00K	0.00%	00.0%	Unchanged
Qube Research & Technologies Ltd	4	$1.10K	0.00%	−184,538−100.0%	Reduced
Global Financial Private Client, LLC	4	$1.10K	0.00%	−35−89.7%	Reduced
Aspect Partners, LLC	4	$1.10K	0.00%	−1−20.0%	Reduced
Rakuten Securities, Inc.	4	$1.10K	0.00%	00.0%	Unchanged
NVWM, LLC	4	$1.10K	0.00%	+1+33.3%	Added
Ruedi Wealth Management, Inc.	4	$1.10K	0.00%	+4	New
Caitlin John, LLC	4	$1.14K	0.00%	00.0%	Unchanged
Main Street Group, LTD	5	$1.33K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	5	$1.38K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	5	$1.38K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	5	$1.38K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$1.38K	0.00%	+1+25.0%	Added
Wetzel Investment Advisors, Inc.	5	$1.46K	0.00%	00.0%	Unchanged
Family Firm, Inc.	6	$1.56K	0.00%	+6	New
Tortoise Investment Management, LLC	6	$1.65K	0.00%	−2−25.0%	Reduced
Trifecta Capital Advisors, LLC	6	$1.65K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	6	$1.65K	0.00%	+6	New
Hollencrest Capital Management	7	$1.93K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	7	$1.93K	0.00%	00.0%	Unchanged
Core Alternative Capital	8	$2.20K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	8	$2.20K	0.00%	+8	New
Macroview Investment Management LLC	8	$2.20K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	9	$2.48K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	9	$2.48K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	9	$2.48K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	10	$2.75K	0.00%	+10	New
Creative Financial Designs Inc	10	$2.75K	0.00%	−20−66.7%	Reduced
Salem Investment Counselors Inc	10	$2.75K	0.00%	00.0%	Unchanged
SYSTM Wealth Solutions LLC	10	$2.75K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	10	$2.75K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	11	$3.03K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	11	$3.03K	0.00%	+10+1,000.0%	Added
Byrne Asset Management LLC	12	$3.21K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$3.30K	0.00%	00.0%	Unchanged
Fairman Group, LLC	12	$3.30K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	12	$3.30K	0.00%	+12	New
Ridgewood Investments LLC	13	$3.44K	0.00%	+13	New
Sittner & Nelson, LLC	13	$3.58K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$3.58K	0.00%	+2+18.2%	Added
Delos Wealth Advisors, LLC	14	$3.85K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	14	$3.85K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	15	$4.13K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	15	$4.13K	0.00%	+1+7.1%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$4.40K	0.00%	+16	New
Abound Wealth Management	16	$4.41K	0.00%	−4−20.0%	Reduced
Moisand Fitzgerald Tamayo, LLC	17	$4.68K	0.00%	00.0%	Unchanged
NBT Bank N A	18	$4.83K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	18	$4.96K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	18	$4.96K	0.00%	−13−41.9%	Reduced
Investors Research Corp	19	$5.23K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	19	$5.23K	0.00%	−5−20.8%	Reduced
Boyd Watterson Asset Management LLC	20	$5.51K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	20	$5.51K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	21	$5.78K	0.00%	−7−25.0%	Reduced
Webster Bank, N. A.	23	$6.33K	0.00%	−127−84.7%	Reduced
Harbor Investment Advisory, LLC	23	$6.33K	0.00%	+1+4.5%	Added
Mattson Financial Services, LLC	24	$6.61K	0.00%	+24	New
Planning Capital Management Corp	25	$6.88K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$6.88K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	25	$6.88K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	26	$7.17K	0.00%	−4−13.3%	Reduced
Sachetta, LLC	28	$7.71K	0.00%	+13+86.7%	Added
Crewe Advisors LLC	30	$8.26K	0.00%	00.0%	Unchanged
Unique Wealth Strategies, LLC	30	$8.77K	0.00%	+30	New
Financial Management Professionals, Inc.	31	$9.00K	0.00%	−13−29.5%	Reduced
Archer Investment Corp	35	$9.68K	0.00%	00.0%	Unchanged
Grove Bank & Trust	37	$10.2K	0.00%	−1,374−97.4%	Reduced
Aspire Private Capital, LLC	39	$10.7K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	40	$11.0K	0.00%	00.0%	Unchanged
SWS Partners	40	$11.2K	0.00%	+40	New
Semmax Financial Advisors Inc.	43	$11.3K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	42	$11.6K	0.00%	00.0%	Unchanged
Hobbs Group Advisors, LLC	44	$12.1K	0.00%	+44	New
Kayne Anderson Rudnick Investment Management LLC	45	$12.4K	0.00%	−41,463−99.9%	Reduced
Arcadia Investment Management Corp	45	$12.4K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	45	$12.4K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	47	$12.9K	0.01%	−18−27.7%	Reduced
Venturi Wealth Management, LLC	47	$12.9K	0.00%	−47−50.0%	Reduced
LRI Investments, LLC	47	$13.0K	0.00%	+27+135.0%	Added
GW&K Investment Management, LLC	46	$13.0K	0.00%	+5+12.2%	Added
Rosenberg Matthew Hamilton	49	$13.0K	0.00%	−16−24.6%	Reduced
Richardson Financial Services Inc.	48	$13.2K	0.01%	−20−29.4%	Reduced
Manchester Capital Management LLC	48	$13.2K	0.00%	+1+2.1%	Added
Mascoma Wealth Management LLC	50	$13.8K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$13.8K	0.00%	+50	New
Wolff Wiese Magana LLC	51	$14.0K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	53	$14.6K	0.01%	00.0%	Unchanged
Gradient Investments LLC	54	$14.9K	0.00%	+24+80.0%	Added
True Wealth Design, LLC	54	$14.9K	0.00%	−1−1.8%	Reduced