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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,523 | $409.2K | 0.02% | −3−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,516 | $407.0K | 0.08% | −65−4.1% | Reduced |
| 9258 Wealth Management, LLC | 1,512 | $405.9K | 0.06% | +11+0.7% | Added |
| Harbour Investments, Inc. | 1,511 | $405.8K | 0.01% | +37+2.5% | Added |
| XML Financial, LLC | 1,507 | $404.6K | 0.04% | −133−8.1% | Reduced |
| Cito Capital Group, LLC | 1,500 | $403.0K | 0.15% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $402.7K | 0.09% | 00.0% | Unchanged |
| American National Bank | 1,491 | $400.3K | 0.05% | −124−7.7% | Reduced |
| Patron Partners Advisors, LLC | 1,489 | $399.7K | 0.22% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,486 | $398.9K | 0.03% | −116−7.2% | Reduced |
| Basepoint Wealth LLC | 1,477 | $396.5K | 0.29% | −16−1.1% | Reduced |
| Middleton & Co Inc | 1,475 | $396.0K | 0.04% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,458 | $391.0K | 0.08% | −94−6.1% | Reduced |
| Kraft Asset Management, LLC | 1,452 | $389.8K | 0.31% | +4+0.3% | Added |
| Frank, Rimerman Advisors LLC | 1,447 | $388.5K | 0.03% | −12−0.8% | Reduced |
| Nations Financial Group Inc, | 1,428 | $383.6K | 0.03% | −41−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 1,429 | $383.6K | 0.05% | −25−1.7% | Reduced |
| MainStreet Investment Advisors LLC | 1,424 | $382.3K | 0.05% | −901−38.8% | Reduced |
| Charter Trust Co | 1,417 | $380.4K | 0.02% | −361−20.3% | Reduced |
| Johnson Investment Counsel Inc | 1,410 | $378.6K | 0.00% | +5+0.4% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $378.5K | 0.26% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,409 | $378.3K | 0.06% | +63+4.7% | Added |
| Shell Asset Management Co | 1,402 | $376.0K | 0.02% | +1,402 | New |
| Costello Asset Management, INC | 1,400 | $375.8K | 0.25% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,385 | $371.8K | 0.01% | −846−37.9% | Reduced |
| Profund Advisors LLC | 1,380 | $370.5K | 0.01% | −462−25.1% | Reduced |
| Evercore Wealth Management, LLC | 1,377 | $369.7K | 0.01% | −79−5.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,377 | $369.6K | 0.02% | +343+33.2% | Added |
| West Wealth Group, LLC | 1,371 | $368.0K | 0.12% | −365−21.0% | Reduced |
| Parallel Advisors, LLC | 1,369 | $367.6K | 0.01% | −44−3.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,366 | $366.8K | 0.27% | +3+0.2% | Added |
| Hengehold Capital Management LLC | 1,359 | $364.8K | 0.03% | −178−11.6% | Reduced |
| Hutchinson Capital Management | 1,359 | $364.8K | 0.07% | +1+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,359 | $364.7K | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,354 | $363.5K | 0.01% | −17−1.2% | Reduced |
| FineMark National Bank & Trust | 1,347 | $361.6K | 0.01% | +430+46.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,333 | $357.9K | 0.00% | −10,146−88.4% | Reduced |
| Fox Run Management, L.L.C. | 1,331 | $357.3K | 0.08% | +1,331 | New |
| Dynamic Advisor Solutions LLC | 1,325 | $355.8K | 0.01% | −79−5.6% | Reduced |
| Elios Financial Group Inc. | 1,314 | $352.8K | 0.16% | +1,314 | New |
| Lake Street Advisors Group, LLC | 1,312 | $352.1K | 0.02% | +2+0.2% | Added |
| Cullinan Associates Inc | 1,300 | $350.5K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,305 | $350.3K | 0.04% | +1,305 | New |
| Valley Brook Capital Group | 1,300 | $349.0K | 0.25% | 00.0% | Unchanged |
| Atria Investments LLC | 1,289 | $346.1K | 0.00% | −1,681−56.6% | Reduced |
| Donoghue Forlines LLC | 1,289 | $346.0K | 0.10% | +1,289 | New |
| Fort Point Capital Partners LLC | 1,288 | $345.8K | 0.04% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,282 | $344.1K | 0.05% | −1−0.1% | Reduced |
| Clarius Group, LLC | 1,276 | $342.8K | 0.02% | −38−2.9% | Reduced |
| Monticello Wealth Management, LLC | 1,259 | $338.0K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,256 | $337.2K | 0.00% | +2+0.2% | Added |
| Gradient Investments LLC | 1,254 | $336.6K | 0.01% | +1,200+2,222.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $336.0K | 0.12% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,250 | $335.6K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,239 | $332.6K | 0.05% | +90+7.8% | Added |
| TCG Advisory Services, LLC | 1,226 | $329.0K | 0.01% | +26+2.2% | Added |
| Steinberg Asset Management LLC | 1,223 | $328.3K | 0.25% | 00.0% | Unchanged |
| Madden Securities Corp | 1,215 | $326.2K | 0.14% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $322.3K | 0.07% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,200 | $322.2K | 0.10% | +1,200 | New |
| Summit Financial Wealth Advisors, LLC | 1,198 | $321.6K | 0.06% | +1,198 | New |
| 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 |
| MCF Advisors LLC | 1,191 | $319.7K | 0.02% | +412+52.9% | Added |
| Capital Advisors Inc | 1,183 | $317.6K | 0.01% | −12−1.0% | Reduced |
| Global Retirement Partners, LLC | 1,183 | $317.5K | 0.01% | −19−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,181 | $317.1K | 0.01% | −606−33.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,179 | $316.6K | 0.09% | +3+0.3% | Added |
| Rehmann Capital Advisory Group | 1,175 | $315.4K | 0.02% | +6+0.5% | Added |
| MBB Public Markets I LLC | 1,170 | $314.1K | 0.03% | −7,295−86.2% | Reduced |
| First Community Trust NA | 1,168 | $313.6K | 0.26% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,168 | $313.6K | 0.00% | −836−41.7% | Reduced |
| SevenBridge Financial Group, LLC | 1,122 | $311.7K | 0.06% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,170 | $311.4K | 0.18% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,158 | $310.9K | 0.01% | +250+27.5% | Added |
| Inscription Capital, LLC | 1,154 | $309.7K | 0.05% | +1+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,153 | $309.5K | 0.02% | +90+8.5% | 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 |
| Summit X, LLC | 1,116 | $307.2K | 0.07% | +161+16.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,144 | $307.1K | 0.03% | +1,144 | New |
| Aurora Private Wealth, Inc. | 1,144 | $307.0K | 0.24% | −2−0.2% | Reduced |
| TD Private Client Wealth LLC | 1,143 | $306.9K | 0.01% | −5−0.4% | Reduced |
| AdvisorNet Financial, Inc | 1,138 | $305.5K | 0.02% | +292+34.5% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $305.5K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 1,132 | $303.9K | 0.03% | +1,132 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,130 | $303.4K | 0.03% | +117+11.5% | Added |
| Dark Forest Capital Management LP | 1,125 | $302.0K | 0.04% | +1,125 | New |
| Tealwood Asset Management Inc | 1,120 | $301.0K | 0.13% | +1,120 | New |
| Dynamic Technology Lab Private Ltd | 1,119 | $300.0K | 0.03% | +1,119 | New |
| United Bank | 1,115 | $299.3K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,110 | $298.1K | 0.02% | −54−4.6% | Reduced |
| Keel Point, LLC | 1,092 | $293.2K | 0.02% | −60−5.2% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $292.6K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 1,088 | $292.1K | 0.01% | +96+9.7% | Added |
| Rebalance, LLC | 1,083 | $290.7K | 0.02% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,078 | $289.3K | 0.22% | −37−3.3% | Reduced |
| Parsons Capital Management Inc | 1,072 | $287.8K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,068 | $286.7K | 0.13% | −79−6.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,066 | $286.2K | 0.07% | 00.0% | Unchanged |