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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 54 | $14.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 58 | $16.0K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 59 | $16.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 62 | $17.1K | 0.01% | +62 | New |
| Game Plan Financial Advisors, LLC | 64 | $17.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $17.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 65 | $17.9K | 0.00% | +65 | New |
| Delta Asset Management LLC | 68 | $18.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $19.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 70 | $19.3K | 0.00% | −20−22.2% | Reduced |
| New Millennium Group LLC | 71 | $19.5K | 0.01% | +71 | New |
| Paladin Advisory Group, LLC | 74 | $19.6K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 72 | $19.8K | 0.00% | +53+278.9% | Added |
| Capital Analysts, LLC | 73 | $20.0K | 0.00% | −7−8.8% | Reduced |
| Pinnacle Bancorp, Inc. | 74 | $20.4K | 0.01% | −153−67.4% | Reduced |
| Pittenger & Anderson Inc | 75 | $20.6K | 0.00% | −645−89.6% | Reduced |
| West Branch Capital LLC | 75 | $20.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $20.8K | 0.01% | +1+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 76 | $21.1K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 80 | $22.0K | 0.02% | +80 | New |
| Glen Eagle Advisors, LLC | 81 | $22.3K | 0.00% | −20−19.8% | Reduced |
| Bruce G. Allen Investments, LLC | 83 | $22.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 84 | $23.1K | 0.00% | −33−28.2% | Reduced |
| Fairscale Capital, LLC | 79 | $23.3K | 0.02% | +79 | New |
| GPS Wealth Strategies Group, LLC | 86 | $23.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 86 | $23.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 92 | $25.1K | 0.01% | +2+2.2% | Added |
| Riverview Trust Co | 97 | $26.7K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $27.5K | 0.00% | −20−16.7% | Reduced |
| Knuff & Co LLC | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $27.5K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $27.5K | 0.00% | +100 | New |
| Pinnacle Financial Partners Inc | 100 | $29.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 107 | $29.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 107 | $29.5K | 0.00% | +107 | New |
| Robinswood Financial LLC | 111 | $30.7K | 0.01% | +111 | New |
| Security National Bank | 112 | $30.8K | 0.00% | −16−12.5% | Reduced |
| Financial Perspectives, Inc | 112 | $30.8K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 119 | $32.9K | 0.00% | −591−83.2% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $35.9K | 0.01% | +129 | New |
| First Horizon Advisors, Inc. | 138 | $38.0K | 0.00% | −757−84.6% | Reduced |
| Godsey & Gibb Associates | 140 | $38.5K | 0.00% | +15+12.0% | Added |
| Laurel Wealth Advisors LLC | 141 | $38.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 149 | $41.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 153 | $42.1K | 0.00% | +1+0.7% | Added |
| Cassady Schiller Wealth Management, LLC | 160 | $44.0K | 0.02% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 166 | $45.7K | 0.04% | +166 | New |
| Zions Bancorporation, N.A. | 167 | $46.0K | 0.00% | −29−14.8% | Reduced |
| Monetary Management Group Inc | 175 | $48.2K | 0.01% | −20−10.3% | Reduced |
| Motco | 182 | $50.1K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 187 | $51.5K | 0.04% | −28−13.0% | Reduced |
| TSFG, LLC | 189 | $52.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 196 | $54.0K | 0.03% | −3−1.5% | Reduced |
| Bullock Wealth Management Group | 204 | $54.1K | 0.04% | −58−22.1% | Reduced |
| Colonial Trust Co | 200 | $55.1K | 0.01% | −100−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $55.1K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $55.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $55.1K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 205 | $56.4K | 0.02% | −13−6.0% | Reduced |
| Continuum Advisory, LLC | 208 | $57.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 210 | $57.8K | 0.01% | −102−32.7% | Reduced |
| CVA Family Office, LLC | 225 | $61.9K | 0.01% | −82−26.7% | Reduced |
| Breakwater Investment Management | 226 | $62.2K | 0.03% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 229 | $63.0K | 0.00% | −39−14.6% | Reduced |
| Quent Capital, LLC | 229 | $63.1K | 0.01% | −15−6.1% | Reduced |
| Independence Bank of Kentucky | 240 | $66.1K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 248 | $68.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 248 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $68.3K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 249 | $68.4K | 0.05% | +249 | New |
| Atlantic Trust, LLC | 250 | $68.8K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $68.9K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $69.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 255 | $70.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 262 | $72.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $72.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 265 | $73.0K | 0.00% | −15,879−98.4% | Reduced |
| Oakworth Capital, Inc. | 267 | $73.5K | 0.01% | +23+9.4% | Added |
| Keener Financial Planning LLC | 278 | $76.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 283 | $77.9K | 0.00% | +15+5.6% | Added |
| Natixis Investment Managers International | 303 | $83.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 309 | $85.1K | 0.02% | +1+0.3% | Added |
| Cromwell Holdings LLC | 315 | $86.7K | 0.05% | +315 | New |
| Financial Network Wealth Advisors LLC | 327 | $90.0K | 0.07% | +327 | New |
| Householder Group Estate & Retirement Specialist, LLC | 342 | $94.0K | 0.03% | +1+0.3% | Added |
| First Command Advisory Services, Inc. | 343 | $94.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 353 | $94.5K | 0.02% | +231+189.3% | Added |
| Wellington Shields Capital Management, LLC | 350 | $96.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 352 | $96.8K | 0.01% | +341+3,100.0% | Added |
| ORG Partners LLC | 367 | $97.4K | 0.01% | +367 | New |
| Covestor Ltd | 360 | $99.0K | 0.06% | +42+13.2% | Added |
| Asset Dedication, LLC | 361 | $99.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 376 | $99.8K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 399 | $109.0K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $110.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $110.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $110.1K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 412 | $113.4K | 0.03% | −45−9.8% | Reduced |