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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 1,049 | $288.8K | 0.03% | −174−14.2% | Reduced |
| Chicago Trust Co NA | 1,045 | $287.7K | 0.06% | −25−2.3% | Reduced |
| Belmont Capital, LLC | 1,042 | $286.8K | 0.05% | +1,042 | New |
| Live Oak Private Wealth LLC | 1,041 | $286.6K | 0.05% | +8+0.8% | Added |
| Kickstand Ventures, LLC. | 1,039 | $286.0K | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 980 | $285.5K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,036 | $285.2K | 0.01% | +1,036 | New |
| Gladstone Institutional Advisory LLC | 1,034 | $284.8K | 0.01% | +49+5.0% | Added |
| WMS Partners, LLC | 1,030 | $283.5K | 0.02% | +29+2.9% | Added |
| We Are One Seven, LLC | 1,024 | $281.9K | 0.01% | −375−26.8% | Reduced |
| SevenBridge Financial Group, LLC | 1,122 | $281.4K | 0.06% | −50−4.3% | Reduced |
| Plancorp, LLC | 1,022 | $281.3K | 0.01% | +11+1.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,013 | $278.9K | 0.03% | −421−29.4% | Reduced |
| Center for Financial Planning, Inc. | 1,012 | $278.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,011 | $278.3K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $277.5K | 0.03% | 00.0% | Unchanged |
| Kooman & Associates | 1,005 | $276.7K | 0.11% | +1,005 | New |
| NBC Securities, Inc. | 1,006 | $276.0K | 0.03% | −196−16.3% | Reduced |
| FMB Wealth Management | 1,001 | $275.6K | 0.21% | +1+0.1% | Added |
| 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 |
| Change Path, LLC | 992 | $273.0K | 0.01% | −285−22.3% | Reduced |
| Kelly Financial Services LLC | 992 | $273.0K | 0.10% | +17+1.7% | Added |
| Empower Advisory Group, LLC | 990 | $272.5K | 0.00% | −132−11.8% | Reduced |
| Concurrent Investment Advisors, LLC | 990 | $272.5K | 0.01% | +44+4.7% | Added |
| ABLE Financial Group, LLC | 989 | $272.3K | 0.10% | −4−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,024 | $271.9K | 0.07% | +3+0.3% | Added |
| Quadrant Capital Group LLC | 986 | $271.4K | 0.02% | −121−10.9% | Reduced |
| BNC Wealth Management, LLC | 983 | $270.6K | 0.10% | −76−7.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $270.3K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 977 | $268.9K | 0.02% | +70+7.7% | Added |
| Linscomb & Williams, Inc. | 971 | $267.3K | 0.01% | +103+11.9% | Added |
| Kowal Investment Group, LLC | 971 | $267.2K | 0.05% | −25−2.5% | Reduced |
| Old National Bancorp | 970 | $267.0K | 0.01% | −657−40.4% | Reduced |
| BKD Wealth Advisors, LLC | 967 | $266.2K | 0.01% | +967 | New |
| Second Line Capital, LLC | 963 | $265.1K | 0.08% | +47+5.1% | Added |
| Financial Security Advisor, Inc. | 963 | $265.1K | 0.09% | +5+0.5% | Added |
| Kestra Private Wealth Services, LLC | 961 | $264.4K | 0.01% | −1,420−59.6% | Reduced |
| Aviso Financial Inc. | 959 | $263.8K | 0.01% | +959 | New |
| Warren Averett Asset Management, LLC | 958 | $263.7K | 0.01% | +958 | New |
| J.Safra Asset Management Corp | 957 | $263.4K | 0.03% | +142+17.4% | Added |
| Summit X, LLC | 955 | $262.9K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 954 | $262.7K | 0.00% | +1+0.1% | Added |
| Smart Money Group LLC | 941 | $262.2K | 0.09% | +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 |
| Tradition Wealth Management, LLC | 950 | $261.4K | 0.03% | +5+0.5% | Added |
| Walleye Capital LLC | 947 | $260.7K | 0.00% | +941+15,683.3% | Added |
| Americana Partners, LLC | 945 | $260.1K | 0.02% | −181−16.1% | Reduced |
| TrinityPoint Wealth, LLC | 944 | $259.9K | 0.04% | −30−3.1% | Reduced |
| Private Management Group Inc | 941 | $259.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 935 | $257.4K | 0.00% | +935 | New |
| Caldwell Trust Co | 931 | $256.3K | 0.03% | +692+289.5% | Added |
| Conning Inc. | 929 | $255.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 924 | $254.4K | 0.01% | −46−4.7% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $252.7K | 0.15% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 917 | $252.4K | 0.01% | +85+10.2% | Added |
| Bowman & Co S.C. | 913 | $251.3K | 0.15% | 00.0% | Unchanged |
| Syon Capital LLC | 908 | $250.0K | 0.02% | −55−5.7% | Reduced |
| NorthRock Partners, LLC | 908 | $250.0K | 0.01% | −180−16.5% | Reduced |
| Hudock, Inc. | 907 | $249.9K | 0.05% | +1+0.1% | Added |
| Diligent Investors, LLC | 906 | $249.4K | 0.06% | +1+0.1% | Added |
| BSW Wealth Partners | 905 | $249.2K | 0.04% | +7+0.8% | Added |
| Pine Harbor Wealth Management, LLC | 900 | $247.8K | 0.15% | 00.0% | Unchanged |
| Capital City Trust Co | 893 | $245.8K | 0.07% | −732−45.0% | Reduced |
| M. Kulyk & Associates, LLC | 877 | $241.4K | 0.06% | +17+2.0% | Added |
| ERn Financial, LLC | 869 | $239.3K | 0.04% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 867 | $238.7K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 867 | $238.7K | 0.00% | −65−7.0% | Reduced |
| Key Financial Inc | 866 | $238.4K | 0.06% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 850 | $234.0K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 850 | $234.0K | 0.00% | +62+7.9% | Added |
| Dunhill Financial, LLC | 849 | $233.6K | 0.15% | +840+9,333.3% | Added |
| AdvisorNet Financial, Inc | 846 | $232.9K | 0.02% | −80−8.6% | Reduced |
| Global Trust Asset Management, LLC | 839 | $231.0K | 0.09% | +835+20,875.0% | Added |
| Foster Group, Inc. | 838 | $230.7K | 0.01% | +2+0.2% | Added |
| Foguth Wealth Management, LLC. | 837 | $230.4K | 0.10% | +5+0.6% | Added |
| Barlow Wealth Partners, Inc. | 875 | $230.2K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 835 | $229.9K | 0.00% | −150−15.2% | Reduced |
| Carr Financial Group Corp | 834 | $229.5K | 0.07% | +4+0.5% | Added |
| Ruggaard & Associates LLC | 833 | $229.3K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 827 | $227.7K | 0.05% | −289−25.9% | Reduced |
| Signal Advisors Wealth, LLC | 826 | $227.4K | 0.50% | −6−0.7% | Reduced |
| Eagle Global Advisors LLC | 823 | $226.7K | 0.01% | 00.0% | Unchanged |
| Fort, L.P. | 817 | $224.9K | 0.58% | +817 | New |
| Skopos Labs, Inc. | 793 | $224.7K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 816 | $224.6K | 0.01% | −186−18.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 813 | $223.8K | 0.02% | −27−3.2% | Reduced |
| Citadel Advisors LLC | 812 | $223.5K | 0.00% | −21,419−96.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 805 | $221.6K | 0.01% | +25+3.2% | Added |
| Headinvest, LLC | 805 | $221.6K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 804 | $221.3K | 0.00% | −379−32.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 804 | $221.3K | 0.02% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 800 | $220.2K | 0.01% | −3−0.4% | Reduced |
| Citizens & Northern Corp | 800 | $220.2K | 0.07% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $220.2K | 0.08% | 00.0% | Unchanged |