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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.

Q3 2024 vs. Q2 2024

How the institutions holding Rockwell Automation, Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of ROK: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,156141,161+19
Shares91.9M9.11M91.9M+9.12M (+11.0%)
Value$25.3B$2.51B$24.4B+$1.69B (+7.4%)

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Rockwell Automation, Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 111 by value.

Institutions new to ROK in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.9,057,000$2.43B0.05%
Alyeska Investment Group, L.P.150,522$40.4M0.21%
Two Sigma Investments, LP113,231$30.4M0.07%
Kodai Capital Management LP112,568$30.2M0.63%
Moore Capital Management, LP71,780$19.3M0.56%
Twinbeech Capital LP42,588$11.4M0.22%
Point72 Asset Management, L.P.33,184$8.91M0.03%
Nuance Investments, LLC32,680$8.77M0.29%
Talbot Financial, LLC25,809$6.93M0.84%
Wim Investment Management Ltd24,200$6.50M2.73%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund24,095$6.47M0.07%
Trexquant Investment LP20,509$5.51M0.07%
Sterling Capital Management LLC18,786$5.04M0.07%
B. Metzler seel. Sohn & Co. Holding AG18,497$4.97M0.05%
Verition Fund Management LLC16,017$4.30M0.03%
Engineers Gate Manager LP11,048$2.97M0.06%
Elo Mutual Pension Insurance Co10,066$2.70M0.06%
ExodusPoint Capital Management, LP9,636$2.59M0.03%
Entropy Technologies, LP8,947$2.40M0.25%
Sandler Capital Management7,500$2.01M0.39%
Quantbot Technologies LP6,630$1.78M0.07%
Seven Eight Capital, LP6,155$1.65M0.15%
Point72 (DIFC) Ltd6,146$1.65M0.13%
Jade Capital Advisors, LLC6,000$1.61M1.05%
Wolverine Asset Management LLC6,000$1.61M0.03%
Qsemble Capital Management, LP5,709$1.53M0.28%
Davis-Rea Ltd.5,150$1.38M0.60%
Atom Investors LP5,028$1.35M0.14%
Virtu Financial LLC5,021$1.35M0.07%
Machina Capital S.A.S.4,728$1.27M0.51%
VCI Wealth Management LLC4,540$1.22M0.54%
Centiva Capital, LP4,419$1.19M0.05%
XTX Topco Ltd4,223$1.13M0.08%
Worldquant Millennium Advisors LLC3,709$995.7K0.01%
Gsa Capital Partners LLP3,397$912.0K0.07%
Argent Financial Group, Inc.3,330$894.0K0.11%
Scientech Research LLC3,179$853.4K0.17%
Bridgefront Capital, LLC3,069$823.9K0.32%
Campbell & CO Investment Adviser LLC2,820$757.1K0.06%
Tudor Investment Corp Et Al2,503$672.0K0.01%
Brophy Wealth Management, LLC2,403$645.1K0.23%
Evoke Wealth, LLC2,290$614.8K0.02%
Two Sigma Securities, LLC2,252$604.6K0.05%
AlphaCentric Advisors LLC2,250$604.0K0.45%
Point72 Asia (Singapore) Pte. Ltd.2,194$588.9K0.11%
Catalytic Wealth RIA, LLC2,083$559.2K0.10%
Commerzbank Aktiengesellschaft2,035$547.0K0.01%
Quest Partners LLC1,999$536.7K0.05%
GTS Securities LLC1,765$473.8K0.01%
Bryn Mawr Trust Co1,730$464.4K0.01%
Magnetar Financial LLC1,719$461.5K0.01%
Regency Capital Management Inc.1,600$429.5K0.24%
Versor Investments LP1,525$409.4K0.06%
Shell Asset Management Co1,402$376.0K0.02%
Fox Run Management, L.L.C.1,331$357.3K0.08%
Elios Financial Group Inc.1,314$352.8K0.16%
Nebula Research & Development LLC1,305$350.3K0.04%
Donoghue Forlines LLC1,289$346.0K0.10%
Orrstown Financial Services Inc1,200$322.2K0.10%
Summit Financial Wealth Advisors, LLC1,198$321.6K0.06%
Texas Capital Bank Wealth Management Services Inc1,144$307.1K0.03%
Vicus Capital1,132$303.9K0.03%
Dark Forest Capital Management LP1,125$302.0K0.04%
Tealwood Asset Management Inc1,120$301.0K0.13%
Dynamic Technology Lab Private Ltd1,119$300.0K0.03%
Financial Advisory Corp1,065$286.0K0.11%
Carnegie Lake Advisors LLC1,048$281.0K0.11%
DRW Securities, LLC1,026$275.4K0.02%
South Dakota Investment Council1,000$268.0K0.01%
BKM Wealth Management, LLC998$267.9K0.11%
Eastern Bank990$265.8K0.00%
Prelude Capital Management, LLC977$262.3K0.02%
Paragon Private Wealth Management, LLC922$247.5K0.12%
Equitable Holdings, Inc.912$244.8K0.00%
Robertson Stephens Wealth Management, LLC892$239.5K0.01%
Fiduciary Alliance LLC873$234.4K0.03%
Bayesian Capital Management, LP815$218.8K0.03%
Ritholtz Wealth Management797$213.9K0.01%
Aster Capital Management (DIFC) Ltd788$211.5K0.05%
Keebeck Alpha, LP779$209.1K0.14%
Battery Global Advisors, LLC598$160.5K0.09%
Reuter James Wealth Management, LLC512$137.5K0.03%
Coastline Trust Co500$134.2K0.02%
Aquatic Capital Management LLC440$118.1K0.00%
CoreCap Advisors, LLC430$115.4K0.01%
Catalyst Funds Management Pty Ltd400$107.4K0.02%
Catalyst Capital Advisors LLC370$99.3K0.00%
Northwest Financial Advisors353$94.8K0.08%
GeoWealth Management, LLC310$83.2K0.00%
Hemington Wealth Management177$47.0K0.01%
Darwin Advisors, LLC128$34.4K0.01%
IMA Wealth, Inc.124$33.3K0.01%
Oarsman Capital, Inc.120$32.2K0.01%
Baldwin Brothers Inc100$26.8K0.00%
Johnson Financial Group, Inc.100$26.8K0.00%
Ashton Thomas Securities, LLC95$25.5K0.00%
Jaffetilchin Investment Partners, LLC55$14.9K0.00%
Global X Japan Co., Ltd.38$10.2K0.00%
Gen-Wealth Partners Inc30$8.00K0.00%
Carmichael Hill & Associates, Inc.17$4.48K0.00%

Sold out (92)

Institutions that held Rockwell Automation, Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of ROK in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Interval Partners, LP335,656$92.4M
Schonfeld Strategic Advisors LLC88,016$24.2M
Calamos Advisors LLC59,294$16.3M
Davidson Kempner Capital Management LP40,000$11.0M
Value Star Asset Management (Hong Kong) Ltd24,200$6.66M
Lipe & Dalton17,563$4.83M
Marshall Wace, LLP11,400$3.14M
Pegasus Asset Management, Inc.11,012$3.03M
ING Groep NV10,441$2.87M
Healthcare of Ontario Pension Plan Trust Fund10,239$2.82M
Brevan Howard Capital Management LP9,581$2.64M
HITE Hedge Asset Management LLC9,272$2.55M
Lombard Odier Asset Management (Europe) Ltd8,408$2.31M
Alberta Investment Management Corp8,200$2.26M
Los Angeles Capital Management LLC7,553$2.08M
Laurion Capital Management LP6,293$1.73M
Boston Private Wealth LLC6,228$1.71M
Numerai GP LLC5,970$1.64M
Achmea Investment Management B.V.5,695$1.57M
Electron Capital Partners, LLC5,437$1.50M
Bellwether Advisors, LLC5,202$1.43M
Freemont Management S.A.5,100$1.40M
CTC Alternative Strategies, Ltd.4,803$1.32M
La Banque Postale Asset Management SA3,698$1.02M
Sciencast Management LP3,036$835.8K
Polar Asset Management Partners Inc.2,300$633.1K
Brass Tax Wealth Management, Inc2,101$578.4K
Hancock Whitney Corp1,763$485.3K
Nomura Holdings Inc1,647$453.4K
Garda Capital Partners LP1,628$448.2K
Avitas Wealth Management LLC1,529$420.9K
Symmetry Partners, LLC1,394$384.0K
Jefferies Financial Group Inc.1,286$354.0K
Edgestream Partners, L.P.1,270$349.6K
First Hawaiian Bank1,204$331.4K
Prudent Investors Network1,203$331.2K
Crescent Grove Advisors, LLC1,171$322.3K
Harfst & Associates, Inc.1,144$314.9K
Centric Wealth Management1,110$307.5K
TradeLink Capital LLC1,100$303.0K
Fiducient Advisors LLC1,088$299.6K
Raymond James Trust N.A.1,085$298.7K
Lakeview Capital Partners, LLC1,022$297.7K
MQS Management LLC1,057$291.0K
We Are One Seven, LLC1,024$281.9K
Bank of Hawaii1,000$275.3K
BNC Wealth Management, LLC983$270.6K
Old National Bancorp970$267.0K
BKD Wealth Advisors, LLC967$266.2K
Kestra Private Wealth Services, LLC961$264.4K
Bowman & Co S.C.913$251.3K
Rathbone Brothers plc867$238.7K
Fortis Group Advisors, LLC827$227.7K
Geller Advisors LLC782$215.3K
Merriman Wealth Management, LLC769$211.7K
Tiemann Investment Advisors, LLC733$202.0K
Aries Wealth Management733$201.8K
Clarity Capital Partners LLC730$201.0K
Schechter Investment Advisors, LLC728$200.4K
EntryPoint Capital, LLC699$192.4K
AM Squared Ltd501$137.9K
Westend Capital Management, LLC376$99.8K
Atlantic Trust, LLC250$68.8K
Redwood Wealth Management Group, LLC249$68.4K
Harel Insurance Investments & Financial Services Ltd.248$68.0K
Cultivar Capital, Inc.166$45.7K
Great Lakes Retirement, Inc.119$32.9K
Security National Bank112$30.8K
Robinswood Financial LLC111$30.7K
ESL Trust Services, LLC100$27.5K
Chris Bulman Inc80$22.0K
Ashton Thomas Private Wealth, LLC65$17.9K
Arcadia Investment Management Corp45$12.4K
SWS Partners40$11.2K
Unique Wealth Strategies, LLC30$8.77K
Crewe Advisors LLC30$8.26K
Planning Capital Management Corp25$6.88K
Delos Wealth Advisors, LLC14$3.85K
Atlantic Edge Private Wealth Management, LLC14$3.85K
Castleview Partners, LLC12$3.30K
Byrne Asset Management LLC12$3.21K
Cedar Wealth Management, LLC11$3.03K
SYSTM Wealth Solutions LLC10$2.75K
Plante Moran Financial Advisors, LLC6$1.65K
Family Firm, Inc.6$1.56K
Wetzel Investment Advisors, Inc.5$1.46K
Tyler-Stone Wealth Management5$1.38K
Main Street Group, LTD5$1.33K
Ruedi Wealth Management, Inc.4$1.10K
PEAK6 Investments LLC2$520
McClarren Financial Advisors, Inc.275$139
Strategic Financial Concepts, LLC29,407–

Not filed for Q3 2024 yet (14)

Institutions that held Rockwell Automation, Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.9,064,783$2.50B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)23,795$6.55M
Buckingham Strategic Wealth, LLC7,276$2.00M
Susquehanna Fundamental Investments, LLC4,900$1.35M
Benjamin F. Edwards & Company, Inc.3,182$876.0K
Ofi Invest Asset Management1,663$427.1K
Hyman Charles D1,204$331.0K
Bank Pictet & Cie (Asia) Ltd1,097$302.0K
Walden Wealth Partners LLC1,000$275.3K
Private Ocean, LLC419$115.3K
Custom Portfolio Group LLC59$16.2K
ICA Group Wealth Management, LLC47$12.9K
Institutional & Family Asset Management, LLC3$826
JJJ Advisors Inc.2$551