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
Mattson Financial Services, LLC	24	$6.61K	0.00%	00.0%	Unchanged
Quarry LP	23	$6.17K	0.00%	−39−62.9%	Reduced
Webster Bank, N. A.	23	$6.17K	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
Boyd Watterson Asset Management LLC	20	$5.37K	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
West Oak Capital, LLC	18	$4.80K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	17	$4.57K	0.00%	+2+13.3%	Added
Moisand Fitzgerald Tamayo, LLC	17	$4.56K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	17	$4.56K	0.00%	+12+240.0%	Added
Carmichael Hill & Associates, Inc.	17	$4.48K	0.00%	+17	New
Abound Wealth Management	16	$4.30K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$4.29K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	13	$3.49K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	13	$3.36K	0.00%	00.0%	Unchanged
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
Avion Wealth	12	$3.00K	0.00%	+6+100.0%	Added
Creekmur Asset Management LLC	11	$2.95K	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
Slocum, Gordon & Co LLP	10	$2.68K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	9	$2.42K	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
Macroview Investment Management LLC	8	$2.15K	0.00%	00.0%	Unchanged
Core Alternative Capital	8	$2.15K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	7	$1.88K	0.00%	00.0%	Unchanged
MeadowBrook Investment Advisors LLC	7	$1.88K	0.00%	+7	New
Trifecta Capital Advisors, LLC	6	$1.61K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	6	$1.61K	0.00%	+2+50.0%	Added
Plato Investment Management Ltd	6	$1.61K	0.00%	−2,066−99.7%	Reduced
Capital Performance Advisors LLP	6	$1.57K	0.00%	+6	New
Riggs Asset Managment Co. Inc.	5	$1.34K	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
Caitlin John, LLC	4	$1.20K	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
Hantz Financial Services, Inc.	4	$1.00K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	3	$806	0.00%	+3	New
Hara Capital LLC	3	$805	0.00%	+3	New
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
SOA Wealth Advisors, LLC.	1	$283	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	1	$270	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	1	$268	0.00%	+1	New
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
Clear Street Markets LLC	1	$0	0.00%	+1	New
Interval Partners, LP	0	$0	0.00%	−335,656−100.0%	Sold out
Schonfeld Strategic Advisors LLC	0	$0	0.00%	−88,016−100.0%	Sold out
Calamos Advisors LLC	0	$0	0.00%	−59,294−100.0%	Sold out
Davidson Kempner Capital Management LP	0	$0	0.00%	−40,000−100.0%	Sold out
Value Star Asset Management (Hong Kong) Ltd	0	$0	0.00%	−24,200−100.0%	Sold out
Lipe & Dalton	0	$0	0.00%	−17,563−100.0%	Sold out
Marshall Wace, LLP	0	$0	0.00%	−11,400−100.0%	Sold out
Pegasus Asset Management, Inc.	0	$0	0.00%	−11,012−100.0%	Sold out
ING Groep NV	0	$0	0.00%	−10,441−100.0%	Sold out
Healthcare of Ontario Pension Plan Trust Fund	0	$0	0.00%	−10,239−100.0%	Sold out
Brevan Howard Capital Management LP	0	$0	0.00%	−9,581−100.0%	Sold out
HITE Hedge Asset Management LLC	0	$0	0.00%	−9,272−100.0%	Sold out
Lombard Odier Asset Management (Europe) Ltd	0	$0	0.00%	−8,408−100.0%	Sold out
Alberta Investment Management Corp	0	$0	0.00%	−8,200−100.0%	Sold out
Los Angeles Capital Management LLC	0	$0	0.00%	−7,553−100.0%	Sold out
Laurion Capital Management LP	0	$0	0.00%	−6,293−100.0%	Sold out
Boston Private Wealth LLC	0	$0	0.00%	−6,228−100.0%	Sold out
Numerai GP LLC	0	$0	0.00%	−5,970−100.0%	Sold out
Achmea Investment Management B.V.	0	$0	0.00%	−5,695−100.0%	Sold out
Electron Capital Partners, LLC	0	$0	0.00%	−5,437−100.0%	Sold out
Bellwether Advisors, LLC	0	$0	0.00%	−5,202−100.0%	Sold out
Freemont Management S.A.	0	$0	0.00%	−5,100−100.0%	Sold out
CTC Alternative Strategies, Ltd.	0	$0	0.00%	−4,803−100.0%	Sold out
La Banque Postale Asset Management SA	0	$0	0.00%	−3,698−100.0%	Sold out
Sciencast Management LP	0	$0	0.00%	−3,036−100.0%	Sold out
Polar Asset Management Partners Inc.	0	$0	0.00%	−2,300−100.0%	Sold out
Brass Tax Wealth Management, Inc	0	$0	0.00%	−2,101−100.0%	Sold out
Hancock Whitney Corp	0	$0	0.00%	−1,763−100.0%	Sold out
Nomura Holdings Inc	0	$0	0.00%	−1,647−100.0%	Sold out
Garda Capital Partners LP	0	$0	0.00%	−1,628−100.0%	Sold out
Avitas Wealth Management LLC	0	$0	0.00%	−1,529−100.0%	Sold out
Symmetry Partners, LLC	0	$0	0.00%	−1,394−100.0%	Sold out
Jefferies Financial Group Inc.	0	$0	0.00%	−1,286−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−1,270−100.0%	Sold out
First Hawaiian Bank	0	$0	0.00%	−1,204−100.0%	Sold out
Prudent Investors Network	0	$0	0.00%	−1,203−100.0%	Sold out
Crescent Grove Advisors, LLC	0	$0	0.00%	−1,171−100.0%	Sold out
Harfst & Associates, Inc.	0	$0	0.00%	−1,144−100.0%	Sold out
Centric Wealth Management	0	$0	0.00%	−1,110−100.0%	Sold out