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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 3,735 | $1.00M | 0.28% | −20−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,730 | $1.00M | 0.01% | +34+0.9% | Added |
| Worldquant Millennium Advisors LLC | 3,709 | $995.7K | 0.01% | +3,709 | New |
| Burney Co | 3,660 | $982.6K | 0.03% | +96+2.7% | Added |
| V-Square Quantitative Management LLC | 3,637 | $976.4K | 0.14% | +550+17.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,596 | $965.4K | 0.02% | −33−0.9% | Reduced |
| QRG Capital Management, Inc. | 3,595 | $965.0K | 0.01% | +849+30.9% | Added |
| Ascent Group, LLC | 3,520 | $945.0K | 0.07% | +235+7.2% | Added |
| First Commonwealth Financial Corp | 3,488 | $936.4K | 0.22% | −169−4.6% | Reduced |
| Ostrum Asset Management | 3,479 | $934.0K | 0.08% | −75−2.1% | Reduced |
| Integrated Advisors Network LLC | 3,424 | $919.1K | 0.04% | −105−3.0% | Reduced |
| Gsa Capital Partners LLP | 3,397 | $912.0K | 0.07% | +3,397 | New |
| Quantum Private Wealth, LLC | 3,365 | $903.4K | 0.31% | −98−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,359 | $901.8K | 0.06% | −318−8.6% | Reduced |
| Connecticut Wealth Management, LLC | 3,352 | $899.9K | 0.04% | −197−5.6% | Reduced |
| Argent Financial Group, Inc. | 3,330 | $894.0K | 0.11% | +3,330 | New |
| AQR Capital Management LLC | 3,309 | $885.8K | 0.00% | −8,780−72.6% | Reduced |
| RMB Capital Management, LLC | 3,289 | $883.0K | 0.02% | +116+3.7% | Added |
| Simplex Trading, LLC | 3,282 | $881.0K | 0.03% | −1,157−26.1% | Reduced |
| Jones Financial Companies LLLP | 3,255 | $880.0K | 0.00% | +1,900+140.2% | Added |
| Capital Asset Advisory Services LLC | 3,292 | $876.2K | 0.04% | −231−6.6% | Reduced |
| Daymark Wealth Partners, LLC | 3,242 | $870.3K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 3,223 | $865.2K | 0.03% | −207−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,213 | $862.6K | 0.04% | +148+4.8% | Added |
| Strengthening Families & Communities, LLC | 3,209 | $861.6K | 0.22% | +274+9.3% | Added |
| Scientech Research LLC | 3,179 | $853.4K | 0.17% | +3,179 | New |
| Integrated Investment Consultants, LLC | 3,176 | $852.6K | 0.19% | −91−2.8% | Reduced |
| Bleakley Financial Group, LLC | 3,171 | $851.4K | 0.03% | −87−2.7% | Reduced |
| Coldstream Capital Management Inc | 3,142 | $846.3K | 0.02% | +89+2.9% | Added |
| HM Payson & Co | 3,139 | $842.7K | 0.01% | −99−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,125 | $839.2K | 0.02% | +2,089+201.6% | Added |
| Addison Capital Co | 3,115 | $836.3K | 0.34% | +9+0.3% | Added |
| BDF-Gestion | 6,176 | $832.7K | 0.14% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,094 | $830.6K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,094 | $826.7K | 0.05% | −21−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,078 | $826.3K | 0.02% | −222−6.7% | Reduced |
| Heritage Wealth Partners, LLC | 3,076 | $825.8K | 0.97% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,069 | $823.9K | 0.32% | +3,069 | New |
| SRN Advisors, LLC | 3,045 | $817.5K | 0.72% | −133−4.2% | Reduced |
| Wetherby Asset Management Inc | 3,027 | $812.6K | 0.04% | −128−4.1% | Reduced |
| Savant Capital, LLC | 3,018 | $810.2K | 0.01% | −302−9.1% | Reduced |
| Flputnam Investment Management Co | 3,014 | $809.1K | 0.01% | −1,337−30.7% | Reduced |
| Lido Advisors, LLC | 3,012 | $808.9K | 0.01% | +96+3.3% | Added |
| RBF Capital, LLC | 3,000 | $805.4K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,983 | $802.0K | 0.00% | +568+23.5% | Added |
| Massmutual Trust Co FSB | 2,981 | $800.3K | 0.02% | −529−15.1% | Reduced |
| Guggenheim Capital LLC | 2,976 | $798.9K | 0.01% | −427−12.5% | Reduced |
| Rossmore Private Capital | 2,964 | $795.7K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,960 | $790.8K | 0.02% | +285+10.7% | Added |
| CAPROCK Group, Inc. | 2,917 | $783.3K | 0.03% | −795−21.4% | Reduced |
| Transatlantique Private Wealth LLC | 2,900 | $778.5K | 0.30% | −70−2.4% | Reduced |
| Western Wealth Management, LLC | 2,870 | $770.5K | 0.04% | +96+3.5% | Added |
| Campbell & CO Investment Adviser LLC | 2,820 | $757.1K | 0.06% | +2,820 | New |
| Beaton Management Co. Inc. | 2,818 | $757.0K | 0.38% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,791 | $749.3K | 0.16% | −36−1.3% | Reduced |
| Boston Financial Mangement LLC | 2,790 | $749.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,783 | $747.0K | 0.02% | +22+0.8% | Added |
| Wahed Invest LLC | 2,782 | $746.9K | 0.13% | +259+10.3% | Added |
| Global Trust Asset Management, LLC | 2,772 | $744.2K | 0.28% | +1,933+230.4% | Added |
| Stonebridge Capital Advisors LLC | 2,740 | $735.6K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 2,728 | $732.3K | 0.02% | −105−3.7% | Reduced |
| Cascade Financial Partners, LLC | 2,720 | $731.1K | 0.09% | −940−25.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $724.8K | 0.21% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,695 | $719.5K | 0.15% | +2+0.1% | Added |
| Mendel Money Management | 2,676 | $718.4K | 0.31% | +16+0.6% | Added |
| InTrack Investment Management Inc | 2,663 | $715.0K | 0.51% | +504+23.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,650 | $711.4K | 0.27% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,640 | $708.7K | 0.01% | +381+16.9% | Added |
| Kinneret Advisory, LLC | 2,618 | $702.8K | 0.06% | −34−1.3% | Reduced |
| Edge Capital Group, LLC | 2,606 | $699.6K | 0.03% | −20,708−88.8% | Reduced |
| Ameritas Advisory Services, LLC | 2,605 | $699.3K | 0.03% | −2,289−46.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,581 | $692.9K | 0.05% | −3,526−57.7% | Reduced |
| Renaissance Investment Group LLC | 2,576 | $691.6K | 0.14% | −15,185−85.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,562 | $687.8K | 0.29% | −130−4.8% | Reduced |
| Ninety One SA (PTY) Ltd | 2,546 | $683.7K | 0.15% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,531 | $679.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,517 | $675.8K | 0.08% | +102+4.2% | Added |
| Tudor Investment Corp Et Al | 2,503 | $672.0K | 0.01% | +2,503 | New |
| Clearstead Advisors, LLC | 2,500 | $671.1K | 0.01% | +10.0% | Added |
| Assetmark, Inc | 2,486 | $667.4K | 0.00% | +135+5.7% | Added |
| BNP Paribas | 2,472 | $663.6K | 0.03% | +436+21.4% | Added |
| Baldwin Investment Management, LLC | 2,470 | $663.1K | 0.08% | −610−19.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,463 | $661.2K | 0.29% | −36−1.4% | Reduced |
| Washington Trust Co | 2,456 | $659.3K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,443 | $655.8K | 0.04% | −145−5.6% | Reduced |
| WR Wealth Planners, LLC | 2,431 | $652.6K | 0.18% | +95+4.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,423 | $650.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,419 | $650.0K | 0.02% | −102−4.0% | Reduced |
| Brophy Wealth Management, LLC | 2,403 | $645.1K | 0.23% | +2,403 | New |
| North Star Investment Management Corp. | 2,397 | $643.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,389 | $641.0K | 0.00% | −130−5.2% | Reduced |
| AXA S.A. | 2,387 | $640.8K | 0.00% | −37,506−94.0% | Reduced |
| Mystic Asset Management, Inc. | 2,380 | $638.9K | 0.24% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,366 | $635.2K | 0.01% | −85−3.5% | Reduced |
| Moran Wealth Management, LLC | 2,342 | $628.7K | 0.02% | +48+2.1% | Added |
| KG&L Capital Management,LLC | 2,341 | $628.5K | 0.20% | +570+32.2% | Added |
| Coppell Advisory Solutions LLC | 2,294 | $620.7K | 0.09% | −54−2.3% | Reduced |
| Davis Investment Partners, LLC | 2,315 | $616.4K | 0.26% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,289 | $615.0K | 0.00% | +156+7.3% | Added |
| Evoke Wealth, LLC | 2,290 | $614.8K | 0.02% | +2,290 | New |