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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,474 | $405.9K | 0.01% | −56−3.7% | Reduced |
| Farther Finance Advisors, LLC | 1,526 | $405.2K | 0.02% | +121+8.6% | Added |
| Nations Financial Group Inc, | 1,469 | $404.5K | 0.03% | −15−1.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,459 | $401.6K | 0.03% | +1,453+24,216.7% | Added |
| Evercore Wealth Management, LLC | 1,456 | $400.8K | 0.01% | −137−8.6% | Reduced |
| Moloney Securities Asset Management, LLC | 1,454 | $400.2K | 0.06% | −100−6.4% | Reduced |
| Kraft Asset Management, LLC | 1,448 | $398.6K | 0.34% | +1,448 | New |
| Morningstar Investment Services LLC | 1,474 | $395.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,421 | $391.2K | 0.01% | +93+7.0% | Added |
| Parallel Advisors, LLC | 1,413 | $389.1K | 0.01% | −104−6.9% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,410 | $388.1K | 0.29% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,405 | $386.7K | 0.00% | −428−23.3% | Reduced |
| Dynamic Advisor Solutions LLC | 1,404 | $386.6K | 0.01% | −59−4.0% | Reduced |
| Costello Asset Management, INC | 1,400 | $385.4K | 0.29% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,394 | $384.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,382 | $380.6K | 0.01% | −885−39.0% | Reduced |
| Wintrust Investments LLC | 1,371 | $378.0K | 0.03% | +238+21.0% | Added |
| Associated Banc-Corp | 1,371 | $377.4K | 0.01% | +2+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,363 | $375.2K | 0.30% | −2−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,359 | $374.0K | 0.06% | −1,549−53.3% | Reduced |
| Hutchinson Capital Management | 1,358 | $373.8K | 0.08% | +4+0.3% | Added |
| Jones Financial Companies LLLP | 1,355 | $373.1K | 0.00% | +935+222.6% | Added |
| Beacon Pointe Advisors, LLC | 1,349 | $371.2K | 0.00% | −1,765−56.7% | Reduced |
| FinTrust Capital Advisors, LLC | 1,346 | $370.5K | 0.07% | −33−2.4% | Reduced |
| IFP Advisors, Inc | 1,343 | $369.8K | 0.01% | +82+6.5% | Added |
| Cobblestone Capital Advisors LLC | 1,335 | $367.5K | 0.02% | +115+9.4% | Added |
| Ancora Advisors, LLC | 1,330 | $366.1K | 0.01% | +402+43.3% | Added |
| Clarius Group, LLC | 1,314 | $361.7K | 0.03% | −60−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 1,310 | $360.5K | 0.02% | −19−1.4% | Reduced |
| Cullinan Associates Inc | 1,300 | $357.9K | 0.02% | −200−13.3% | Reduced |
| Valley Brook Capital Group | 1,300 | $357.9K | 0.28% | 00.0% | Unchanged |
| Everett Harris & Co | 1,300 | $357.9K | 0.00% | +600+85.7% | Added |
| Lansdowne Partners (UK) LLP | 1,295 | $356.5K | 0.03% | +375+40.8% | Added |
| Buckingham Strategic Partners | 1,292 | $355.8K | 0.01% | +1,292 | New |
| Fort Point Capital Partners LLC | 1,288 | $354.6K | 0.05% | +21+1.7% | Added |
| Quantinno Capital Management LP | 1,287 | $354.4K | 0.01% | −397−23.6% | Reduced |
| Jefferies Financial Group Inc. | 1,286 | $354.0K | 0.01% | −914−41.5% | Reduced |
| Fragasso Group Inc. | 1,283 | $353.3K | 0.03% | −416−24.5% | Reduced |
| Cahill Financial Advisors Inc | 1,283 | $353.1K | 0.05% | +6+0.5% | Added |
| Chilton Capital Management LLC | 1,272 | $350.2K | 0.02% | +7+0.6% | Added |
| Edgestream Partners, L.P. | 1,270 | $349.6K | 0.02% | +1,270 | New |
| Monticello Wealth Management, LLC | 1,259 | $346.6K | 0.03% | −20−1.6% | Reduced |
| Bridges Investment Management Inc | 1,254 | $345.2K | 0.01% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,250 | $344.1K | 0.13% | −400−24.2% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $344.0K | 0.12% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $336.7K | 0.26% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,218 | $335.2K | 0.04% | +118+10.7% | Added |
| Madden Securities Corp | 1,215 | $334.5K | 0.15% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,204 | $331.4K | 0.01% | −1,779−59.6% | Reduced |
| Prudent Investors Network | 1,203 | $331.2K | 0.12% | −108−8.2% | Reduced |
| Hyman Charles D | 1,204 | $331.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,202 | $330.8K | 0.01% | +409+51.6% | Added |
| TCG Advisory Services, LLC | 1,200 | $330.4K | 0.02% | +15+1.3% | Added |
| Ameritas Investment Partners, Inc. | 1,200 | $330.3K | 0.01% | −74−5.8% | Reduced |
| Tyche Wealth Partners LLC | 1,200 | $330.3K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,194 | $329.0K | 0.06% | −18−1.5% | Reduced |
| Capital Advisors Inc | 1,195 | $329.0K | 0.01% | −13−1.1% | Reduced |
| Simmons Bank | 1,194 | $328.7K | 0.02% | −158−11.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,188 | $327.0K | 0.02% | +1+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,176 | $323.6K | 0.10% | +3+0.3% | Added |
| Crescent Grove Advisors, LLC | 1,171 | $322.3K | 0.04% | +1+0.1% | Added |
| Hardin Capital Partners, LLC | 1,170 | $322.1K | 0.21% | +1,170 | New |
| Rehmann Capital Advisory Group | 1,169 | $321.8K | 0.02% | +16+1.4% | Added |
| First Community Trust NA | 1,168 | $321.5K | 0.27% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,164 | $320.4K | 0.02% | −125−9.7% | Reduced |
| Pitcairn Co | 1,158 | $318.8K | 0.02% | +62+5.7% | Added |
| Inscription Capital, LLC | 1,153 | $317.5K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,151 | $316.8K | 0.04% | −769−40.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,149 | $316.3K | 0.05% | +120+11.7% | Added |
| TD Private Client Wealth LLC | 1,148 | $316.0K | 0.01% | +454+65.4% | Added |
| Aurora Private Wealth, Inc. | 1,146 | $316.0K | 0.28% | +17+1.5% | Added |
| 1776 Wealth LLC | 1,147 | $315.7K | 0.14% | +1+0.1% | Added |
| Harfst & Associates, Inc. | 1,144 | $314.9K | 0.07% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,138 | $313.2K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 1,123 | $309.1K | 0.09% | +1+0.1% | Added |
| Leavell Investment Management, Inc. | 1,122 | $309.0K | 0.02% | −1,101−49.5% | Reduced |
| KLCM Advisors, Inc. | 1,120 | $308.3K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 1,110 | $307.5K | 0.09% | +24+2.2% | Added |
| Andina Capital Management, LLC | 1,115 | $307.0K | 0.23% | +90+8.8% | Added |
| United Bank | 1,115 | $306.9K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $306.0K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,110 | $305.7K | 0.05% | +396+55.5% | Added |
| TradeLink Capital LLC | 1,100 | $303.0K | 0.87% | +1,100 | New |
| Bank Pictet & Cie (Asia) Ltd | 1,097 | $302.0K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,094 | $301.2K | 0.12% | −126−10.3% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $300.1K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 1,152 | $299.9K | 0.03% | +191+19.9% | Added |
| Fiducient Advisors LLC | 1,088 | $299.6K | 0.04% | +320+41.7% | Added |
| Raymond James Trust N.A. | 1,085 | $298.7K | 0.01% | −515−32.2% | Reduced |
| Rebalance, LLC | 1,083 | $298.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,022 | $297.7K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,081 | $297.6K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,072 | $295.1K | 0.02% | −60−5.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $293.4K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,063 | $292.6K | 0.02% | +1,063 | New |
| Steward Partners Investment Advisory, LLC | 1,061 | $292.1K | 0.00% | −237−18.3% | Reduced |
| Brookstone Capital Management | 1,012 | $291.2K | 0.00% | −803−44.2% | 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 |
| Fortitude Advisory Group L.L.C. | 1,052 | $289.5K | 0.17% | −421−28.6% | Reduced |