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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 796 | $219.1K | 0.04% | −2−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 783 | $218.2K | 0.02% | +783 | New |
| Geller Advisors LLC | 782 | $215.3K | 0.02% | −20−2.5% | Reduced |
| Busey Wealth Management | 782 | $215.3K | 0.01% | −5−0.6% | Reduced |
| Panagora Asset Management Inc | 782 | $215.3K | 0.00% | −2−0.3% | Reduced |
| MCF Advisors LLC | 779 | $214.3K | 0.02% | −932−54.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 771 | $212.2K | 0.07% | +3+0.4% | Added |
| Jump Financial, LLC | 770 | $212.0K | 0.00% | −2,796−78.4% | Reduced |
| Merriman Wealth Management, LLC | 769 | $211.7K | 0.01% | +35+4.8% | Added |
| Seven Mile Advisory | 769 | $211.7K | 0.16% | +769 | New |
| Sapient Capital LLC | 766 | $210.9K | 0.00% | −1−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 764 | $210.3K | 0.00% | +6+0.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $209.8K | 0.01% | −13−1.7% | Reduced |
| LS Investment Advisors, LLC | 760 | $209.2K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 757 | $208.4K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 754 | $207.6K | 0.08% | −97−11.4% | Reduced |
| Maple Capital Management, Inc. | 750 | $206.5K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 747 | $205.6K | 0.01% | −180−19.4% | Reduced |
| TFC Financial Management | 746 | $205.4K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 735 | $202.3K | 0.00% | −425−36.6% | Reduced |
| Tiemann Investment Advisors, LLC | 733 | $202.0K | 0.09% | −254−25.7% | Reduced |
| Aries Wealth Management | 733 | $201.8K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 732 | $201.4K | 0.01% | −90−10.9% | Reduced |
| Accredited Investors Inc. | 731 | $201.3K | 0.01% | +3+0.4% | Added |
| Clarity Capital Partners LLC | 730 | $201.0K | 0.12% | −1,172−61.6% | Reduced |
| City State Bank | 730 | $201.0K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 728 | $200.4K | 0.02% | −140−16.1% | Reduced |
| Mather Group, LLC. | 680 | $198.1K | 0.00% | +38+5.9% | Added |
| Hills Bank & Trust Co | 717 | $197.4K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 699 | $192.4K | 0.09% | +699 | New |
| Hanson & Doremus Investment Management | 681 | $187.0K | 0.03% | −24−3.4% | Reduced |
| Tobam | 677 | $186.0K | 0.03% | −371−35.4% | Reduced |
| 1620 Investment Advisors, Inc. | 654 | $180.0K | 0.14% | +654 | New |
| Lindbrook Capital, LLC | 641 | $176.5K | 0.02% | −108−14.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $175.2K | 0.01% | −118−15.6% | Reduced |
| Ossiam | 611 | $168.2K | 0.00% | −49−7.4% | Reduced |
| Armstrong Advisory Group, Inc | 604 | $166.3K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 600 | $165.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 585 | $161.0K | 0.00% | +69+13.4% | Added |
| EverSource Wealth Advisors, LLC | 553 | $154.3K | 0.01% | −23−4.0% | Reduced |
| Paradigm Asset Management Co LLC | 550 | $151.4K | 0.04% | +100+22.2% | Added |
| Tompkins Financial Corp | 541 | $148.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 540 | $148.0K | 0.00% | +3+0.6% | Added |
| City Holding Co | 520 | $143.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $142.0K | 0.01% | +1+0.2% | Added |
| Rothschild Investment LLC | 514 | $141.5K | 0.01% | +18+3.6% | Added |
| AM Squared Ltd | 501 | $137.9K | 0.35% | +200+66.4% | Added |
| Hoertkorn Richard Charles | 500 | $137.6K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 497 | $137.0K | 0.06% | −102−17.0% | Reduced |
| Valley National Advisers Inc | 476 | $131.0K | 0.02% | −5−1.0% | Reduced |
| AlphaMark Advisors, LLC | 459 | $126.0K | 0.04% | +1+0.2% | Added |
| Beacon Capital Management, LLC | 437 | $120.3K | 0.02% | +7+1.6% | Added |
| Brown Brothers Harriman & Co | 430 | $118.4K | 0.00% | −73−14.5% | Reduced |
| Private Ocean, LLC | 419 | $115.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 392 | $114.2K | 0.00% | +263+203.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 412 | $113.4K | 0.03% | −45−9.8% | Reduced |
| Thompson Investment Management, Inc. | 400 | $110.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $110.1K | 0.05% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $110.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 399 | $109.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 376 | $99.8K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 361 | $99.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 360 | $99.0K | 0.06% | +42+13.2% | Added |
| ORG Partners LLC | 367 | $97.4K | 0.01% | +367 | New |
| Larson Financial Group LLC | 352 | $96.8K | 0.01% | +341+3,100.0% | Added |
| Wellington Shields Capital Management, LLC | 350 | $96.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 353 | $94.5K | 0.02% | +231+189.3% | Added |
| First Command Advisory Services, Inc. | 343 | $94.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 342 | $94.0K | 0.03% | +1+0.3% | Added |
| Financial Network Wealth Advisors LLC | 327 | $90.0K | 0.07% | +327 | New |
| Cromwell Holdings LLC | 315 | $86.7K | 0.05% | +315 | New |
| Bell Investment Advisors, Inc | 309 | $85.1K | 0.02% | +1+0.3% | Added |
| Natixis Investment Managers International | 303 | $83.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 283 | $77.9K | 0.00% | +15+5.6% | Added |
| Keener Financial Planning LLC | 278 | $76.0K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 267 | $73.5K | 0.01% | +23+9.4% | Added |
| Spire Wealth Management | 265 | $73.0K | 0.00% | −15,879−98.4% | Reduced |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 255 | $70.2K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $69.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $68.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $68.8K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 249 | $68.4K | 0.05% | +249 | New |
| Lowe Wealth Advisors, LLC | 248 | $68.3K | 0.03% | 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 |
| Independence Bank of Kentucky | 240 | $66.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 229 | $63.1K | 0.01% | −15−6.1% | Reduced |
| Magellan Asset Management Ltd | 229 | $63.0K | 0.00% | −39−14.6% | Reduced |
| Breakwater Investment Management | 226 | $62.2K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 225 | $61.9K | 0.01% | −82−26.7% | Reduced |
| Parkside Financial Bank & Trust | 210 | $57.8K | 0.01% | −102−32.7% | Reduced |
| Continuum Advisory, LLC | 208 | $57.3K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 205 | $56.4K | 0.02% | −13−6.0% | 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 |
| Bullock Wealth Management Group | 204 | $54.1K | 0.04% | −58−22.1% | Reduced |