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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 922 | $247.5K | 0.12% | +922 | New |
| Chelsea Counsel Co | 922 | $247.5K | 0.12% | −750−44.9% | Reduced |
| Conning Inc. | 927 | $248.9K | 0.01% | −2−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 927 | $248.9K | 0.00% | −31−3.2% | Reduced |
| Aviso Financial Inc. | 929 | $249.4K | 0.01% | −30−3.1% | Reduced |
| Principal Securities, Inc. | 935 | $251.0K | 0.01% | +11+1.2% | Added |
| Quadrant Capital Group LLC | 939 | $252.1K | 0.02% | −47−4.8% | Reduced |
| Modera Wealth Management, LLC | 942 | $253.0K | 0.00% | −12−1.3% | Reduced |
| Americana Partners, LLC | 945 | $253.7K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 946 | $253.8K | 0.03% | −272−22.3% | Reduced |
| NBC Securities, Inc. | 947 | $254.0K | 0.02% | −59−5.9% | Reduced |
| Empower Advisory Group, LLC | 947 | $254.2K | 0.00% | −43−4.3% | Reduced |
| Marshall & Sullivan Inc | 950 | $255.0K | 0.12% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $255.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 954 | $256.1K | 0.01% | −318−25.0% | Reduced |
| Tradition Wealth Management, LLC | 956 | $256.6K | 0.02% | +6+0.6% | Added |
| Second Line Capital, LLC | 963 | $258.5K | 0.07% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 966 | $259.3K | 0.05% | −5−0.5% | Reduced |
| KLCM Advisors, Inc. | 966 | $259.3K | 0.03% | −154−13.8% | Reduced |
| Financial Security Advisor, Inc. | 968 | $259.7K | 0.06% | +5+0.5% | Added |
| Linscomb & Williams, Inc. | 969 | $260.1K | 0.01% | −2−0.2% | Reduced |
| Prelude Capital Management, LLC | 977 | $262.3K | 0.02% | +977 | New |
| Steward Partners Investment Advisory, LLC | 981 | $263.3K | 0.00% | −80−7.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $263.6K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 985 | $264.5K | 0.01% | −5−0.5% | Reduced |
| Kelly Financial Services LLC | 987 | $265.0K | 0.10% | −5−0.5% | Reduced |
| ABLE Financial Group, LLC | 989 | $265.5K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 990 | $265.8K | 0.00% | +990 | New |
| Cohen & Steers, Inc. | 996 | $267.0K | 0.00% | +146+17.2% | Added |
| BKM Wealth Management, LLC | 998 | $267.9K | 0.11% | +998 | New |
| South Dakota Investment Council | 1,000 | $268.0K | 0.01% | +1,000 | New |
| Syon Capital LLC | 999 | $268.2K | 0.02% | +91+10.0% | Added |
| J. Safra Sarasin Holding AG | 1,000 | $268.5K | 0.00% | −2,232−69.1% | Reduced |
| Founders Financial Securities LLC | 1,000 | $268.5K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $268.5K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $268.5K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $268.5K | 0.03% | 00.0% | Unchanged |
| FMB Wealth Management | 1,002 | $269.0K | 0.15% | +1+0.1% | Added |
| WMS Partners, LLC | 1,003 | $269.3K | 0.02% | −27−2.6% | Reduced |
| Brookstone Capital Management | 1,003 | $269.3K | 0.00% | −9−0.9% | Reduced |
| Chicago Trust Co NA | 1,005 | $269.8K | 0.05% | −40−3.8% | Reduced |
| WealthPLAN Partners, LLC | 1,005 | $269.8K | 0.04% | −76−7.0% | Reduced |
| Kooman & Associates | 1,005 | $269.8K | 0.10% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,001 | $271.0K | 0.00% | −473−32.1% | Reduced |
| Capital Investment Advisory Services, LLC | 1,011 | $271.4K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,012 | $271.7K | 0.03% | +4+0.4% | Added |
| Sonora Investment Management Group, LLC | 1,017 | $273.0K | 0.02% | +37+3.8% | Added |
| Castle Rock Wealth Management, LLC | 1,024 | $273.1K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 1,024 | $274.9K | 0.02% | −134−11.6% | Reduced |
| DRW Securities, LLC | 1,026 | $275.4K | 0.02% | +1,026 | New |
| Plancorp, LLC | 1,028 | $276.0K | 0.01% | +6+0.6% | Added |
| Kickstand Ventures, LLC. | 1,039 | $278.9K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 1,041 | $279.5K | 0.02% | −153−12.8% | Reduced |
| Live Oak Private Wealth LLC | 1,041 | $279.5K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 1,055 | $279.5K | 0.00% | −2−0.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,042 | $279.6K | 0.18% | −10−1.0% | Reduced |
| Belmont Capital, LLC | 1,042 | $279.7K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 1,044 | $280.3K | 0.02% | −79−7.0% | Reduced |
| Carnegie Lake Advisors LLC | 1,048 | $281.0K | 0.11% | +1,048 | New |
| Jacobi Capital Management LLC | 1,058 | $284.1K | 0.02% | +81+8.3% | Added |
| Financial Advisory Corp | 1,065 | $286.0K | 0.11% | +1,065 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $286.2K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,068 | $286.7K | 0.13% | −79−6.9% | Reduced |
| Parsons Capital Management Inc | 1,072 | $287.8K | 0.02% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,078 | $289.3K | 0.22% | −37−3.3% | Reduced |
| Rebalance, LLC | 1,083 | $290.7K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,088 | $292.1K | 0.01% | +96+9.7% | Added |
| Capital Investment Counsel, Inc | 1,090 | $292.6K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 1,092 | $293.2K | 0.02% | −60−5.2% | Reduced |
| Atomi Financial Group, Inc. | 1,110 | $298.1K | 0.02% | −54−4.6% | Reduced |
| United Bank | 1,115 | $299.3K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,119 | $300.0K | 0.03% | +1,119 | New |
| Tealwood Asset Management Inc | 1,120 | $301.0K | 0.13% | +1,120 | New |
| Dark Forest Capital Management LP | 1,125 | $302.0K | 0.04% | +1,125 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,130 | $303.4K | 0.03% | +117+11.5% | Added |
| Vicus Capital | 1,132 | $303.9K | 0.03% | +1,132 | New |
| Cannon Financial Strategists, Inc. | 1,138 | $305.5K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,138 | $305.5K | 0.02% | +292+34.5% | Added |
| TD Private Client Wealth LLC | 1,143 | $306.9K | 0.01% | −5−0.4% | Reduced |
| Aurora Private Wealth, Inc. | 1,144 | $307.0K | 0.24% | −2−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,144 | $307.1K | 0.03% | +1,144 | New |
| Summit X, LLC | 1,116 | $307.2K | 0.07% | +161+16.9% | Added |
| Ameritas Investment Partners, Inc. | 1,149 | $308.5K | 0.01% | −51−4.3% | Reduced |
| Pacifica Partners Inc. | 1,149 | $308.5K | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,153 | $309.5K | 0.02% | +90+8.5% | Added |
| Inscription Capital, LLC | 1,154 | $309.7K | 0.05% | +1+0.1% | Added |
| NorthRock Partners, LLC | 1,158 | $310.9K | 0.01% | +250+27.5% | Added |
| Hardin Capital Partners, LLC | 1,170 | $311.4K | 0.18% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,122 | $311.7K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,168 | $313.6K | 0.00% | −836−41.7% | Reduced |
| First Community Trust NA | 1,168 | $313.6K | 0.26% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,170 | $314.1K | 0.03% | −7,295−86.2% | Reduced |
| Rehmann Capital Advisory Group | 1,175 | $315.4K | 0.02% | +6+0.5% | Added |
| Safeguard Investment Advisory Group, LLC | 1,179 | $316.6K | 0.09% | +3+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 1,181 | $317.1K | 0.01% | −606−33.9% | Reduced |
| Global Retirement Partners, LLC | 1,183 | $317.5K | 0.01% | −19−1.6% | Reduced |
| Capital Advisors Inc | 1,183 | $317.6K | 0.01% | −12−1.0% | Reduced |
| MCF Advisors LLC | 1,191 | $319.7K | 0.02% | +412+52.9% | Added |
| Cigna Investments Inc | 1,194 | $321.0K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,195 | $321.0K | 0.01% | +7+0.6% | Added |