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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 941 | $259.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 944 | $259.9K | 0.04% | −30−3.1% | Reduced |
| Americana Partners, LLC | 945 | $260.1K | 0.02% | −181−16.1% | Reduced |
| Walleye Capital LLC | 947 | $260.7K | 0.00% | +941+15,683.3% | Added |
| Tradition Wealth Management, LLC | 950 | $261.4K | 0.03% | +5+0.5% | Added |
| Marshall & Sullivan Inc | 950 | $261.5K | 0.13% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $261.5K | 0.03% | 00.0% | Unchanged |
| Smart Money Group LLC | 941 | $262.2K | 0.09% | +5+0.5% | Added |
| Modera Wealth Management, LLC | 954 | $262.7K | 0.00% | +1+0.1% | Added |
| Summit X, LLC | 955 | $262.9K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 957 | $263.4K | 0.03% | +142+17.4% | Added |
| Warren Averett Asset Management, LLC | 958 | $263.7K | 0.01% | +958 | New |
| Aviso Financial Inc. | 959 | $263.8K | 0.01% | +959 | New |
| Kestra Private Wealth Services, LLC | 961 | $264.4K | 0.01% | −1,420−59.6% | Reduced |
| Financial Security Advisor, Inc. | 963 | $265.1K | 0.09% | +5+0.5% | Added |
| Second Line Capital, LLC | 963 | $265.1K | 0.08% | +47+5.1% | Added |
| BKD Wealth Advisors, LLC | 967 | $266.2K | 0.01% | +967 | New |
| Old National Bancorp | 970 | $267.0K | 0.01% | −657−40.4% | Reduced |
| Kowal Investment Group, LLC | 971 | $267.2K | 0.05% | −25−2.5% | Reduced |
| Linscomb & Williams, Inc. | 971 | $267.3K | 0.01% | +103+11.9% | Added |
| Jacobi Capital Management LLC | 977 | $268.9K | 0.02% | +70+7.7% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $270.3K | 0.05% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 983 | $270.6K | 0.10% | −76−7.2% | Reduced |
| Quadrant Capital Group LLC | 986 | $271.4K | 0.02% | −121−10.9% | Reduced |
| Castle Rock Wealth Management, LLC | 1,024 | $271.9K | 0.07% | +3+0.3% | Added |
| ABLE Financial Group, LLC | 989 | $272.3K | 0.10% | −4−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 990 | $272.5K | 0.01% | +44+4.7% | Added |
| Empower Advisory Group, LLC | 990 | $272.5K | 0.00% | −132−11.8% | Reduced |
| Kelly Financial Services LLC | 992 | $273.0K | 0.10% | +17+1.7% | Added |
| Change Path, LLC | 992 | $273.0K | 0.01% | −285−22.3% | Reduced |
| Bank of Hawaii | 1,000 | $275.3K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $275.3K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $275.3K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $275.3K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $275.3K | 0.04% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,000 | $275.3K | 0.15% | 00.0% | Unchanged |
| FMB Wealth Management | 1,001 | $275.6K | 0.21% | +1+0.1% | Added |
| NBC Securities, Inc. | 1,006 | $276.0K | 0.03% | −196−16.3% | Reduced |
| Kooman & Associates | 1,005 | $276.7K | 0.11% | +1,005 | New |
| Certified Advisory Corp | 1,008 | $277.5K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,011 | $278.3K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,012 | $278.6K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,013 | $278.9K | 0.03% | −421−29.4% | Reduced |
| Plancorp, LLC | 1,022 | $281.3K | 0.01% | +11+1.1% | Added |
| SevenBridge Financial Group, LLC | 1,122 | $281.4K | 0.06% | −50−4.3% | Reduced |
| We Are One Seven, LLC | 1,024 | $281.9K | 0.01% | −375−26.8% | Reduced |
| WMS Partners, LLC | 1,030 | $283.5K | 0.02% | +29+2.9% | Added |
| Gladstone Institutional Advisory LLC | 1,034 | $284.8K | 0.01% | +49+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,036 | $285.2K | 0.01% | +1,036 | New |
| Sonora Investment Management Group, LLC | 980 | $285.5K | 0.02% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,039 | $286.0K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,041 | $286.6K | 0.05% | +8+0.8% | Added |
| Belmont Capital, LLC | 1,042 | $286.8K | 0.05% | +1,042 | New |
| Chicago Trust Co NA | 1,045 | $287.7K | 0.06% | −25−2.3% | Reduced |
| Hilltop Holdings Inc. | 1,049 | $288.8K | 0.03% | −174−14.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,052 | $289.5K | 0.17% | −421−28.6% | Reduced |
| Bokf, NA | 1,057 | $291.0K | 0.01% | −20−1.9% | Reduced |
| MQS Management LLC | 1,057 | $291.0K | 0.18% | +288+37.5% | Added |
| Brookstone Capital Management | 1,012 | $291.2K | 0.00% | −803−44.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,061 | $292.1K | 0.00% | −237−18.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,063 | $292.6K | 0.02% | +1,063 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $293.4K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,072 | $295.1K | 0.02% | −60−5.3% | Reduced |
| WealthPLAN Partners, LLC | 1,081 | $297.6K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,022 | $297.7K | 0.05% | 00.0% | Unchanged |
| Rebalance, LLC | 1,083 | $298.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,085 | $298.7K | 0.01% | −515−32.2% | Reduced |
| Fiducient Advisors LLC | 1,088 | $299.6K | 0.04% | +320+41.7% | Added |
| Keel Point, LLC | 1,152 | $299.9K | 0.03% | +191+19.9% | Added |
| Capital Investment Counsel, Inc | 1,090 | $300.1K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,094 | $301.2K | 0.12% | −126−10.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,097 | $302.0K | 0.10% | 00.0% | Unchanged |
| TradeLink Capital LLC | 1,100 | $303.0K | 0.87% | +1,100 | New |
| Ironwood Investment Counsel, LLC | 1,110 | $305.7K | 0.05% | +396+55.5% | Added |
| Pacifica Partners Inc. | 1,149 | $306.0K | 0.13% | 00.0% | Unchanged |
| United Bank | 1,115 | $306.9K | 0.04% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,115 | $307.0K | 0.23% | +90+8.8% | Added |
| Centric Wealth Management | 1,110 | $307.5K | 0.09% | +24+2.2% | Added |
| KLCM Advisors, Inc. | 1,120 | $308.3K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,122 | $309.0K | 0.02% | −1,101−49.5% | Reduced |
| Nwam LLC | 1,123 | $309.1K | 0.09% | +1+0.1% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $313.2K | 0.06% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,144 | $314.9K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,147 | $315.7K | 0.14% | +1+0.1% | Added |
| Aurora Private Wealth, Inc. | 1,146 | $316.0K | 0.28% | +17+1.5% | Added |
| TD Private Client Wealth LLC | 1,148 | $316.0K | 0.01% | +454+65.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,149 | $316.3K | 0.05% | +120+11.7% | Added |
| Nemes Rush Group LLC | 1,151 | $316.8K | 0.04% | −769−40.1% | Reduced |
| Inscription Capital, LLC | 1,153 | $317.5K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 1,158 | $318.8K | 0.02% | +62+5.7% | Added |
| Atomi Financial Group, Inc. | 1,164 | $320.4K | 0.02% | −125−9.7% | Reduced |
| First Community Trust NA | 1,168 | $321.5K | 0.27% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,169 | $321.8K | 0.02% | +16+1.4% | Added |
| Hardin Capital Partners, LLC | 1,170 | $322.1K | 0.21% | +1,170 | New |
| Crescent Grove Advisors, LLC | 1,171 | $322.3K | 0.04% | +1+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,176 | $323.6K | 0.10% | +3+0.3% | Added |
| Harbor Capital Advisors, Inc. | 1,188 | $327.0K | 0.02% | +1+0.1% | Added |
| Simmons Bank | 1,194 | $328.7K | 0.02% | −158−11.7% | Reduced |
| Capital Advisors Inc | 1,195 | $329.0K | 0.01% | −13−1.1% | Reduced |
| Cigna Investments Inc | 1,194 | $329.0K | 0.06% | −18−1.5% | Reduced |