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 |
|---|---|---|---|---|---|
| Lowe Wealth Advisors, LLC | 248 | $66.6K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 240 | $64.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 224 | $64.2K | 0.01% | +16+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 235 | $63.1K | 0.01% | +222+1,707.7% | Added |
| State of Wyoming | 230 | $61.7K | 0.01% | +123+115.0% | Added |
| Breakwater Investment Management | 226 | $60.7K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 226 | $60.7K | 0.00% | −57−20.1% | Reduced |
| CVA Family Office, LLC | 210 | $56.4K | 0.01% | −15−6.7% | Reduced |
| Rogco, LP | 205 | $55.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $53.9K | 0.01% | −29−12.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $53.7K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $53.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $53.7K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 196 | $52.6K | 0.01% | −171−46.6% | Reduced |
| Eagle Bay Advisors LLC | 196 | $52.6K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 195 | $52.4K | 0.00% | −34−14.8% | Reduced |
| TSFG, LLC | 190 | $51.0K | 0.01% | +1+0.5% | Added |
| Bullock Wealth Management Group | 189 | $50.3K | 0.03% | −15−7.4% | Reduced |
| Motco | 182 | $48.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 177 | $47.0K | 0.01% | +177 | New |
| Monetary Management Group Inc | 175 | $47.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $46.3K | 0.00% | +19+12.4% | Added |
| Zions Bancorporation, N.A. | 164 | $44.0K | 0.00% | −3−1.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 160 | $43.0K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 150 | $40.3K | 0.03% | −37−19.8% | Reduced |
| Laurel Wealth Advisors LLC | 141 | $37.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $37.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 129 | $34.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 128 | $34.4K | 0.01% | +128 | New |
| IAG Wealth Partners, LLC | 124 | $33.3K | 0.01% | −25−16.8% | Reduced |
| IMA Wealth, Inc. | 124 | $33.3K | 0.01% | +124 | New |
| Oarsman Capital, Inc. | 120 | $32.2K | 0.01% | +120 | New |
| Sachetta, LLC | 118 | $31.8K | 0.01% | +90+321.4% | Added |
| Wintrust Investments LLC | 118 | $31.0K | 0.02% | −1,253−91.4% | Reduced |
| Financial Perspectives, Inc | 112 | $30.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 107 | $28.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $26.8K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $26.8K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $26.8K | 0.00% | +100 | New |
| Johnson Financial Group, Inc. | 100 | $26.8K | 0.00% | +100 | New |
| Community Bank, N.A. | 100 | $26.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 96 | $26.1K | 0.02% | +48+100.0% | Added |
| Capital Analysts, LLC | 95 | $26.0K | 0.00% | +22+30.1% | Added |
| First United Bank Trust | 96 | $25.8K | 0.01% | −2,356−96.1% | Reduced |
| Ashton Thomas Securities, LLC | 95 | $25.5K | 0.00% | +95 | New |
| Pathway Financial Advisers, LLC | 92 | $24.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $24.2K | 0.01% | +80+800.0% | Added |
| MV Capital Management, Inc. | 87 | $23.4K | 0.00% | +3+3.6% | Added |
| CNB Bank | 86 | $23.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 86 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 83 | $22.3K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $21.8K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $21.2K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $20.7K | 0.00% | +32+71.1% | Added |
| Sugarloaf Wealth Management, LLC | 77 | $20.6K | 0.00% | +1+1.3% | Added |
| Rise Advisors, LLC | 76 | $20.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $20.1K | 0.00% | −63−45.7% | Reduced |
| Pittenger & Anderson Inc | 75 | $20.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $20.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $19.9K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 74 | $19.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 72 | $19.3K | 0.02% | −25−25.8% | Reduced |
| New Millennium Group LLC | 71 | $19.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $19.0K | 0.00% | +1+1.4% | Added |
| Essex Investment Management Co LLC | 70 | $18.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 68 | $18.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 67 | $18.0K | 0.00% | +42+168.0% | Added |
| Rosenberg Matthew Hamilton | 65 | $17.4K | 0.00% | +16+32.7% | Added |
| Grove Bank & Trust | 65 | $17.4K | 0.00% | +28+75.7% | Added |
| WealthCollab, LLC | 64 | $17.2K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $17.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 58 | $15.6K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 55 | $14.9K | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 54 | $14.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $14.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $14.0K | 0.00% | +8+17.4% | Added |
| Wolff Wiese Magana LLC | 51 | $13.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $13.0K | 0.00% | +16+51.6% | Added |
| Arlington Trust Co LLC | 45 | $12.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 44 | $11.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 42 | $11.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $10.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 38 | $10.2K | 0.00% | +38 | New |
| Archer Investment Corp | 35 | $9.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 32 | $8.61K | 0.00% | +6+23.1% | Added |
| Manchester Capital Management LLC | 32 | $8.59K | 0.00% | −16−33.3% | Reduced |
| 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 |
| Iron Horse Wealth Management, LLC | 30 | $8.05K | 0.00% | +15+100.0% | Added |
| Gen-Wealth Partners Inc | 30 | $8.00K | 0.00% | +30 | New |
| Venturi Wealth Management, LLC | 29 | $7.79K | 0.00% | −18−38.3% | Reduced |
| Raffa Wealth Management, LLC | 25 | $6.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $6.64K | 0.00% | −824−97.1% | Reduced |