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
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$4.40K	0.00%	+16	New
SJS Investment Consulting Inc.	15	$4.13K	0.00%	+1+7.1%	Added
Iron Horse Wealth Management, LLC	15	$4.13K	0.00%	00.0%	Unchanged
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
Sittner & Nelson, LLC	13	$3.58K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$3.58K	0.00%	+2+18.2%	Added
Ridgewood Investments LLC	13	$3.44K	0.00%	+13	New
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
Byrne Asset Management LLC	12	$3.21K	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
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
Slocum, Gordon & Co LLP	10	$2.75K	0.00%	+10	New
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
Macroview Investment Management LLC	8	$2.20K	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
Hollencrest Capital Management	7	$1.93K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	7	$1.93K	0.00%	00.0%	Unchanged
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
Family Firm, Inc.	6	$1.56K	0.00%	+6	New
Wetzel Investment Advisors, Inc.	5	$1.46K	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
Bogart Wealth, LLC	5	$1.38K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	5	$1.38K	0.00%	00.0%	Unchanged
Main Street Group, LTD	5	$1.33K	0.00%	00.0%	Unchanged
Caitlin John, LLC	4	$1.14K	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
Avion Wealth	6	$1.00K	0.00%	+2+50.0%	Added
Hantz Financial Services, Inc.	4	$1.00K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	3	$826	0.00%	+3	New
JJJ Advisors Inc.	2	$551	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	2	$551	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	2	$520	0.00%	−1−33.3%	Reduced
SOA Wealth Advisors, LLC.	1	$289	0.00%	−1−50.0%	Reduced
Cedar Mountain Advisors, LLC	1	$275	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	1	$249	0.00%	+1	New
McClarren Financial Advisors, Inc.	275	$139	0.10%	−265−49.1%	Reduced
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
Strategic Financial Concepts, LLC	29,407	–	–	+28,366+2,724.9%	Added
Wafra Inc.	0	$0	0.00%	−108,523−100.0%	Sold out
Confluence Investment Management LLC	0	$0	0.00%	−76,265−100.0%	Sold out
Deprince Race & Zollo Inc	0	$0	0.00%	−66,922−100.0%	Sold out
Kodai Capital Management LP	0	$0	0.00%	−63,551−100.0%	Sold out
Formuepleje A/S	0	$0	0.00%	−52,806−100.0%	Sold out
Tudor Investment Corp Et Al	0	$0	0.00%	−48,466−100.0%	Sold out
Franklin Street Advisors Inc	0	$0	0.00%	−45,784−100.0%	Sold out
Liontrust Investment Partners LLP	0	$0	0.00%	−45,000−100.0%	Sold out
Tenere Capital LLC	0	$0	0.00%	−43,661−100.0%	Sold out
Fullerton Fund Management Co Ltd.	0	$0	0.00%	−43,658−100.0%	Sold out
Itau Unibanco Holding S.A.	0	$0	0.00%	−31,582−100.0%	Sold out
American International Group, Inc.	0	$0	0.00%	−31,475−100.0%	Sold out
Taurus Asset Management, LLC	0	$0	0.00%	−29,612−100.0%	Sold out
Mirabella Financial Services LLP	0	$0	0.00%	−27,601−100.0%	Sold out
Texas Permanent School Fund	0	$0	0.00%	−23,688−100.0%	Sold out
Davis-Rea Ltd.	0	$0	0.00%	−23,379−100.0%	Sold out
Rheos Capital Works Inc.	0	$0	0.00%	−20,000−100.0%	Sold out
Weiss Asset Management LP	0	$0	0.00%	−15,658−100.0%	Sold out
TCW Group Inc	0	$0	0.00%	−15,456−100.0%	Sold out
Stoneridge Investment Partners LLC	0	$0	0.00%	−14,336−100.0%	Sold out
Quadrature Capital Ltd	0	$0	0.00%	−14,280−100.0%	Sold out
PDT Partners, LLC	0	$0	0.00%	−13,151−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−11,966−100.0%	Sold out
Oppenheimer Asset Management Inc.	0	$0	0.00%	−11,666−100.0%	Sold out
Elo Mutual Pension Insurance Co	0	$0	0.00%	−10,460−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−9,671−100.0%	Sold out
Zacks Investment Management	0	$0	0.00%	−9,612−100.0%	Sold out
Wealth Advisory Solutions, LLC	0	$0	0.00%	−9,239−100.0%	Sold out
Nebula Research & Development LLC	0	$0	0.00%	−7,257−100.0%	Sold out
Westpac Banking Corp	0	$0	0.00%	−6,388−100.0%	Sold out
Temasek Holdings (Private) Ltd	0	$0	0.00%	−6,161−100.0%	Sold out
Campbell & CO Investment Adviser LLC	0	$0	0.00%	−6,143−100.0%	Sold out
Ontario Teachers Pension Plan Board	0	$0	0.00%	−5,619−100.0%	Sold out
Metropolitan Life Insurance Co	0	$0	0.00%	−4,621−100.0%	Sold out
Quantbot Technologies LP	0	$0	0.00%	−4,506−100.0%	Sold out
Robbins Farley LLC	0	$0	0.00%	−4,488−100.0%	Sold out
Monte Financial Group, LLC	0	$0	0.00%	−4,464−100.0%	Sold out
Verition Fund Management LLC	0	$0	0.00%	−4,461−100.0%	Sold out
WBI Investments	0	$0	0.00%	−4,333−100.0%	Sold out
Evoke Wealth, LLC	0	$0	0.00%	−4,012−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−3,804−100.0%	Sold out
Pantechnicon Advisors LLP	0	$0	0.00%	−3,800−100.0%	Sold out
Inceptionr LLC	0	$0	0.00%	−3,570−100.0%	Sold out
Illinois Municipal Retirement Fund	0	$0	0.00%	−3,407−100.0%	Sold out