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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 196 | $54.0K | 0.03% | −3−1.5% | Reduced |
| TSFG, LLC | 189 | $52.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 187 | $51.5K | 0.04% | −28−13.0% | Reduced |
| Motco | 182 | $50.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 175 | $48.2K | 0.01% | −20−10.3% | Reduced |
| Zions Bancorporation, N.A. | 167 | $46.0K | 0.00% | −29−14.8% | Reduced |
| Cultivar Capital, Inc. | 166 | $45.7K | 0.04% | +166 | New |
| Cassady Schiller Wealth Management, LLC | 160 | $44.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 153 | $42.1K | 0.00% | +1+0.7% | Added |
| IAG Wealth Partners, LLC | 149 | $41.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 141 | $38.8K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $38.5K | 0.00% | +15+12.0% | Added |
| First Horizon Advisors, Inc. | 138 | $38.0K | 0.00% | −757−84.6% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $35.9K | 0.01% | +129 | New |
| Great Lakes Retirement, Inc. | 119 | $32.9K | 0.00% | −591−83.2% | Reduced |
| Security National Bank | 112 | $30.8K | 0.00% | −16−12.5% | Reduced |
| Financial Perspectives, Inc | 112 | $30.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 111 | $30.7K | 0.01% | +111 | New |
| Deseret Mutual Benefit Administrators | 107 | $29.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 107 | $29.5K | 0.00% | +107 | New |
| Pinnacle Financial Partners Inc | 100 | $29.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Community Bank, N.A. | 100 | $27.5K | 0.00% | −20−16.7% | Reduced |
| Riverview Trust Co | 97 | $26.7K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 92 | $25.1K | 0.01% | +2+2.2% | Added |
| GPS Wealth Strategies Group, LLC | 86 | $23.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 86 | $23.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $23.3K | 0.02% | +79 | New |
| MV Capital Management, Inc. | 84 | $23.1K | 0.00% | −33−28.2% | Reduced |
| Bruce G. Allen Investments, LLC | 83 | $22.8K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $22.3K | 0.00% | −20−19.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 80 | $22.0K | 0.02% | +80 | New |
| Sugarloaf Wealth Management, LLC | 76 | $21.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $20.8K | 0.01% | +1+1.3% | Added |
| Pittenger & Anderson Inc | 75 | $20.6K | 0.00% | −645−89.6% | Reduced |
| West Branch Capital LLC | 75 | $20.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $20.4K | 0.01% | −153−67.4% | Reduced |
| Capital Analysts, LLC | 73 | $20.0K | 0.00% | −7−8.8% | Reduced |
| Meeder Asset Management Inc | 72 | $19.8K | 0.00% | +53+278.9% | Added |
| Paladin Advisory Group, LLC | 74 | $19.6K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $19.5K | 0.01% | +71 | New |
| Essex Investment Management Co LLC | 70 | $19.3K | 0.00% | −20−22.2% | Reduced |
| Capital Advisors, Ltd. LLC | 69 | $19.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 68 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 65 | $17.9K | 0.00% | +65 | New |
| WealthCollab, LLC | 64 | $17.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $17.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 62 | $17.1K | 0.01% | +62 | New |
| Custom Portfolio Group LLC | 59 | $16.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 58 | $16.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $14.9K | 0.00% | −1−1.8% | Reduced |
| ZRC Wealth Management, LLC | 54 | $14.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 54 | $14.9K | 0.00% | +24+80.0% | Added |
| Indiana Trust & Investment Management CO | 53 | $14.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $13.8K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 48 | $13.2K | 0.00% | +1+2.1% | Added |
| Richardson Financial Services Inc. | 48 | $13.2K | 0.01% | −20−29.4% | Reduced |
| Rosenberg Matthew Hamilton | 49 | $13.0K | 0.00% | −16−24.6% | Reduced |
| GW&K Investment Management, LLC | 46 | $13.0K | 0.00% | +5+12.2% | Added |
| LRI Investments, LLC | 47 | $13.0K | 0.00% | +27+135.0% | Added |
| Venturi Wealth Management, LLC | 47 | $12.9K | 0.00% | −47−50.0% | Reduced |
| ICA Group Wealth Management, LLC | 47 | $12.9K | 0.01% | −18−27.7% | Reduced |
| 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 |
| Hobbs Group Advisors, LLC | 44 | $12.1K | 0.00% | +44 | New |
| Gilliland Jeter Wealth Management LLC | 42 | $11.6K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $11.3K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 40 | $11.2K | 0.00% | +40 | New |
| Oliver Lagore Vanvalin Investment Group | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $10.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 37 | $10.2K | 0.00% | −1,374−97.4% | Reduced |
| Archer Investment Corp | 35 | $9.68K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $9.00K | 0.00% | −13−29.5% | Reduced |
| Unique Wealth Strategies, LLC | 30 | $8.77K | 0.00% | +30 | New |
| Crewe Advisors LLC | 30 | $8.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $7.71K | 0.00% | +13+86.7% | Added |
| Raleigh Capital Management Inc. | 26 | $7.17K | 0.00% | −4−13.3% | Reduced |
| 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 |
| Mattson Financial Services, LLC | 24 | $6.61K | 0.00% | +24 | New |
| 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 |
| Fortitude Family Office, LLC | 21 | $5.78K | 0.00% | −7−25.0% | 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 |
| Hexagon Capital Partners LLC | 19 | $5.23K | 0.00% | −5−20.8% | Reduced |
| Investors Research Corp | 19 | $5.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $4.96K | 0.00% | −13−41.9% | Reduced |
| West Oak Capital, LLC | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 18 | $4.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $4.41K | 0.00% | −4−20.0% | Reduced |