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, Q3 2024

Institutional positions in Rockwell Automation, Inc as of Sep 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: 1,161; +19 vs. Q2 2024
Shares held: 91.9M; +9.12M (+11.0%) vs. Q2 2024
Total value: $24.4B; +$1.69B (+7.4%) vs. Q2 2024
New holders: 111; 375 more added
Sold out: 92; 438 more reduced

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,161 institutions

Value heldQ3 2024: $24.4B

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, Q3 2024

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2024.

Institutions holding ROK in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Clear Street Markets LLC	1	$0	0.00%	+1	New
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
Chesapeake Asset Management LLC	1	$268	0.00%	+1	New
Cedar Mountain Advisors, LLC	1	$270	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	1	$283	0.00%	00.0%	Unchanged
NVWM, LLC	2	$537	0.00%	−2−50.0%	Reduced
Cherry Tree Wealth Management, LLC	2	$537	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	2	$537	0.00%	+2	New
Hara Capital LLC	3	$805	0.00%	+3	New
BOK Financial Private Wealth, Inc.	3	$806	0.00%	+3	New
Hantz Financial Services, Inc.	4	$1.00K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	4	$1.07K	0.00%	−50−92.6%	Reduced
Aspect Partners, LLC	4	$1.07K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	4	$1.07K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	4	$1.07K	0.00%	+3+300.0%	Added
Claris Advisors, LLC	4	$1.07K	0.00%	+4	New
Caitlin John, LLC	4	$1.20K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	5	$1.34K	0.00%	+5	New
Fairway Wealth LLC	5	$1.34K	0.00%	+5	New
Riggs Asset Managment Co. Inc.	5	$1.34K	0.00%	00.0%	Unchanged
Capital Performance Advisors LLP	6	$1.57K	0.00%	+6	New
Plato Investment Management Ltd	6	$1.61K	0.00%	−2,066−99.7%	Reduced
Trifecta Capital Advisors, LLC	6	$1.61K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	6	$1.61K	0.00%	+2+50.0%	Added
Hollencrest Capital Management	7	$1.88K	0.00%	00.0%	Unchanged
MeadowBrook Investment Advisors LLC	7	$1.88K	0.00%	+7	New
Macroview Investment Management LLC	8	$2.15K	0.00%	00.0%	Unchanged
Core Alternative Capital	8	$2.15K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	9	$2.42K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	9	$2.42K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	9	$2.42K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	10	$2.68K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$2.69K	0.00%	−9−47.4%	Reduced
Creative Financial Designs Inc	10	$2.69K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	10	$2.69K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	10	$2.69K	0.00%	+5+100.0%	Added
Creekmur Asset Management LLC	11	$2.95K	0.00%	00.0%	Unchanged
Avion Wealth	12	$3.00K	0.00%	+6+100.0%	Added
Jackson, Grant Investment Advisers, Inc.	12	$3.22K	0.00%	00.0%	Unchanged
Fairman Group, LLC	12	$3.22K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	12	$3.22K	0.00%	+6+100.0%	Added
Heritage Wealth Advisors	12	$3.22K	0.00%	+12	New
Ridgewood Investments LLC	13	$3.36K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	13	$3.49K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$4.29K	0.00%	00.0%	Unchanged
Abound Wealth Management	16	$4.30K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	17	$4.48K	0.00%	+17	New
Moisand Fitzgerald Tamayo, LLC	17	$4.56K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	17	$4.56K	0.00%	+12+240.0%	Added
SJS Investment Consulting Inc.	17	$4.57K	0.00%	+2+13.3%	Added
West Oak Capital, LLC	18	$4.80K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	19	$5.10K	0.00%	−1−5.0%	Reduced
Investors Research Corp	19	$5.10K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	19	$5.10K	0.00%	+1+5.6%	Added
Boyd Watterson Asset Management LLC	20	$5.37K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	22	$5.91K	0.00%	−50−69.4%	Reduced
Harbor Investment Advisory, LLC	22	$5.91K	0.00%	−1−4.3%	Reduced
Anchor Investment Management, LLC	22	$5.91K	0.00%	+15+214.3%	Added
Quarry LP	23	$6.17K	0.00%	−39−62.9%	Reduced
Webster Bank, N. A.	23	$6.17K	0.00%	00.0%	Unchanged
Mattson Financial Services, LLC	24	$6.61K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	25	$6.64K	0.00%	−824−97.1%	Reduced
Raffa Wealth Management, LLC	25	$6.71K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	29	$7.79K	0.00%	−18−38.3%	Reduced
Gen-Wealth Partners Inc	30	$8.00K	0.00%	+30	New
Iron Horse Wealth Management, LLC	30	$8.05K	0.00%	+15+100.0%	Added
Fortitude Family Office, LLC	31	$8.32K	0.00%	+10+47.6%	Added
Abich Financial Wealth Management LLC	31	$8.32K	0.02%	+23+287.5%	Added
Manchester Capital Management LLC	32	$8.59K	0.00%	−16−33.3%	Reduced
Raleigh Capital Management Inc.	32	$8.61K	0.00%	+6+23.1%	Added
Archer Investment Corp	35	$9.49K	0.00%	00.0%	Unchanged
Global X Japan Co., Ltd.	38	$10.2K	0.00%	+38	New
Aspire Private Capital, LLC	39	$10.5K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	40	$10.7K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	42	$11.3K	0.00%	00.0%	Unchanged
Hobbs Group Advisors, LLC	44	$11.8K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	43	$12.1K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	45	$12.1K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	47	$13.0K	0.00%	+16+51.6%	Added
Mascoma Wealth Management LLC	50	$13.4K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$13.4K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	51	$13.7K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	54	$14.0K	0.00%	+8+17.4%	Added
Indiana Trust & Investment Management CO	53	$14.2K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	54	$14.5K	0.01%	00.0%	Unchanged
Jaffetilchin Investment Partners, LLC	55	$14.9K	0.00%	+55	New
West Paces Advisors Inc.	58	$15.6K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	64	$17.2K	0.01%	00.0%	Unchanged
WealthCollab, LLC	64	$17.2K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	65	$17.4K	0.00%	+16+32.7%	Added
Grove Bank & Trust	65	$17.4K	0.00%	+28+75.7%	Added
Geneos Wealth Management Inc.	67	$18.0K	0.00%	+42+168.0%	Added
Delta Asset Management LLC	68	$18.3K	0.00%	00.0%	Unchanged
Essex Investment Management Co LLC	70	$18.8K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	70	$19.0K	0.00%	+1+1.4%	Added
New Millennium Group LLC	71	$19.1K	0.01%	00.0%	Unchanged
Riverview Trust Co	72	$19.3K	0.02%	−25−25.8%	Reduced
Pinnacle Bancorp, Inc.	74	$19.9K	0.01%	00.0%	Unchanged
Paladin Advisory Group, LLC	74	$19.9K	0.01%	00.0%	Unchanged
Pittenger & Anderson Inc	75	$20.1K	0.00%	00.0%	Unchanged