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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.

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
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ3 2024: $24.4B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$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
InstitutionSharesValue% of portfolioChange in sharesAction
TradeLink Capital LLC0$00.00%−1,100−100.0%Sold out
Fiducient Advisors LLC0$00.00%−1,088−100.0%Sold out
Raymond James Trust N.A.0$00.00%−1,085−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−1,022−100.0%Sold out
MQS Management LLC0$00.00%−1,057−100.0%Sold out
We Are One Seven, LLC0$00.00%−1,024−100.0%Sold out
Bank of Hawaii0$00.00%−1,000−100.0%Sold out
BNC Wealth Management, LLC0$00.00%−983−100.0%Sold out
Old National Bancorp0$00.00%−970−100.0%Sold out
BKD Wealth Advisors, LLC0$00.00%−967−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−961−100.0%Sold out
Bowman & Co S.C.0$00.00%−913−100.0%Sold out
Rathbone Brothers plc0$00.00%−867−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−827−100.0%Sold out
Geller Advisors LLC0$00.00%−782−100.0%Sold out
Merriman Wealth Management, LLC0$00.00%−769−100.0%Sold out
Tiemann Investment Advisors, LLC0$00.00%−733−100.0%Sold out
Aries Wealth Management0$00.00%−733−100.0%Sold out
Clarity Capital Partners LLC0$00.00%−730−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−728−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−699−100.0%Sold out
AM Squared Ltd0$00.00%−501−100.0%Sold out
Westend Capital Management, LLC0$00.00%−376−100.0%Sold out
Atlantic Trust, LLC0$00.00%−250−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−249−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−248−100.0%Sold out
Cultivar Capital, Inc.0$00.00%−166−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−119−100.0%Sold out
Security National Bank0$00.00%−112−100.0%Sold out
Robinswood Financial LLC0$00.00%−111−100.0%Sold out
ESL Trust Services, LLC0$00.00%−100−100.0%Sold out
Chris Bulman Inc0$00.00%−80−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−65−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−45−100.0%Sold out
SWS Partners0$00.00%−40−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−30−100.0%Sold out
Crewe Advisors LLC0$00.00%−30−100.0%Sold out
Planning Capital Management Corp0$00.00%−25−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−14−100.0%Sold out
Atlantic Edge Private Wealth Management, LLC0$00.00%−14−100.0%Sold out
Castleview Partners, LLC0$00.00%−12−100.0%Sold out
Byrne Asset Management LLC0$00.00%−12−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−11−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−10−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−6−100.0%Sold out
Family Firm, Inc.0$00.00%−6−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−5−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−5−100.0%Sold out
Main Street Group, LTD0$00.00%−5−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−4−100.0%Sold out
PEAK6 Investments LLC0$00.00%−2−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−275−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−29,407−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
Hyman Charles D––––Not filed
Bank Pictet & Cie (Asia) Ltd––––Not filed
Walden Wealth Partners LLC––––Not filed
Private Ocean, LLC––––Not filed
Custom Portfolio Group LLC––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
JJJ Advisors Inc.––––Not filed