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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 1,065 | $286.0K | 0.11% | +1,065 | New |
| Jacobi Capital Management LLC | 1,058 | $284.1K | 0.02% | +81+8.3% | Added |
| Carnegie Lake Advisors LLC | 1,048 | $281.0K | 0.11% | +1,048 | New |
| Nwam LLC | 1,044 | $280.3K | 0.02% | −79−7.0% | Reduced |
| Belmont Capital, LLC | 1,042 | $279.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,042 | $279.6K | 0.18% | −10−1.0% | Reduced |
| Bokf, NA | 1,055 | $279.5K | 0.00% | −2−0.2% | Reduced |
| 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 |
| Kickstand Ventures, LLC. | 1,039 | $278.9K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 1,028 | $276.0K | 0.01% | +6+0.6% | Added |
| DRW Securities, LLC | 1,026 | $275.4K | 0.02% | +1,026 | New |
| Pitcairn Co | 1,024 | $274.9K | 0.02% | −134−11.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,024 | $273.1K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,017 | $273.0K | 0.02% | +37+3.8% | Added |
| Certified Advisory Corp | 1,012 | $271.7K | 0.03% | +4+0.4% | Added |
| Capital Investment Advisory Services, LLC | 1,011 | $271.4K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,001 | $271.0K | 0.00% | −473−32.1% | 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 |
| Chicago Trust Co NA | 1,005 | $269.8K | 0.05% | −40−3.8% | Reduced |
| Brookstone Capital Management | 1,003 | $269.3K | 0.00% | −9−0.9% | Reduced |
| WMS Partners, LLC | 1,003 | $269.3K | 0.02% | −27−2.6% | Reduced |
| FMB Wealth Management | 1,002 | $269.0K | 0.15% | +1+0.1% | 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 |
| Syon Capital LLC | 999 | $268.2K | 0.02% | +91+10.0% | Added |
| South Dakota Investment Council | 1,000 | $268.0K | 0.01% | +1,000 | New |
| BKM Wealth Management, LLC | 998 | $267.9K | 0.11% | +998 | New |
| Cohen & Steers, Inc. | 996 | $267.0K | 0.00% | +146+17.2% | Added |
| Eastern Bank | 990 | $265.8K | 0.00% | +990 | New |
| ABLE Financial Group, LLC | 989 | $265.5K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 987 | $265.0K | 0.10% | −5−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 985 | $264.5K | 0.01% | −5−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $263.6K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 981 | $263.3K | 0.00% | −80−7.5% | Reduced |
| Prelude Capital Management, LLC | 977 | $262.3K | 0.02% | +977 | New |
| Linscomb & Williams, Inc. | 969 | $260.1K | 0.01% | −2−0.2% | Reduced |
| Financial Security Advisor, Inc. | 968 | $259.7K | 0.06% | +5+0.5% | Added |
| KLCM Advisors, Inc. | 966 | $259.3K | 0.03% | −154−13.8% | Reduced |
| Kowal Investment Group, LLC | 966 | $259.3K | 0.05% | −5−0.5% | Reduced |
| Second Line Capital, LLC | 963 | $258.5K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 956 | $256.6K | 0.02% | +6+0.6% | Added |
| Chilton Capital Management LLC | 954 | $256.1K | 0.01% | −318−25.0% | Reduced |
| Marshall & Sullivan Inc | 950 | $255.0K | 0.12% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $255.0K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 947 | $254.2K | 0.00% | −43−4.3% | Reduced |
| NBC Securities, Inc. | 947 | $254.0K | 0.02% | −59−5.9% | Reduced |
| SeaCrest Wealth Management, LLC | 946 | $253.8K | 0.03% | −272−22.3% | Reduced |
| Americana Partners, LLC | 945 | $253.7K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 942 | $253.0K | 0.00% | −12−1.3% | Reduced |
| Quadrant Capital Group LLC | 939 | $252.1K | 0.02% | −47−4.8% | Reduced |
| Principal Securities, Inc. | 935 | $251.0K | 0.01% | +11+1.2% | Added |
| Aviso Financial Inc. | 929 | $249.4K | 0.01% | −30−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 927 | $248.9K | 0.00% | −31−3.2% | Reduced |
| Conning Inc. | 927 | $248.9K | 0.01% | −2−0.2% | Reduced |
| Chelsea Counsel Co | 922 | $247.5K | 0.12% | −750−44.9% | Reduced |
| Paragon Private Wealth Management, LLC | 922 | $247.5K | 0.12% | +922 | New |
| BSW Wealth Partners | 921 | $247.1K | 0.04% | +16+1.8% | Added |
| Bishop & Co Investment Management, LLC | 918 | $246.4K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 917 | $246.2K | 0.03% | −14−1.5% | Reduced |
| Equitable Holdings, Inc. | 912 | $244.8K | 0.00% | +912 | New |
| Ironwood Investment Counsel, LLC | 910 | $244.4K | 0.04% | −200−18.0% | Reduced |
| Hudock, Inc. | 909 | $244.1K | 0.04% | +2+0.2% | Added |
| Diligent Investors, LLC | 907 | $243.6K | 0.06% | +1+0.1% | Added |
| Buckingham Strategic Partners | 904 | $242.9K | 0.01% | −388−30.0% | Reduced |
| TrinityPoint Wealth, LLC | 903 | $242.3K | 0.03% | −41−4.3% | Reduced |
| Confluence Wealth Services, Inc. | 900 | $241.6K | 0.02% | −813−47.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 900 | $241.6K | 0.12% | 00.0% | Unchanged |
| Capital City Trust Co | 893 | $239.7K | 0.06% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 892 | $239.5K | 0.01% | +892 | New |
| Private Management Group Inc | 891 | $239.2K | 0.01% | −50−5.3% | Reduced |
| Smart Money Group LLC | 896 | $239.1K | 0.09% | −45−4.8% | Reduced |
| Fragasso Group Inc. | 880 | $236.3K | 0.02% | −403−31.4% | Reduced |
| M. Kulyk & Associates, LLC | 877 | $235.4K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 873 | $234.4K | 0.03% | +873 | New |
| ERn Financial, LLC | 872 | $234.1K | 0.04% | +3+0.3% | Added |
| Banque Cantonale Vaudoise | 872 | $234.0K | 0.01% | −4,507−83.8% | Reduced |
| Barlow Wealth Partners, Inc. | 875 | $233.8K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 869 | $233.3K | 0.05% | +3+0.3% | Added |
| Chemung Canal Trust Co | 867 | $232.8K | 0.05% | −742−46.1% | Reduced |
| Center for Financial Planning, Inc. | 867 | $232.8K | 0.03% | −145−14.3% | Reduced |
| First Business Financial Services, Inc. | 867 | $232.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 864 | $231.9K | 0.01% | +609+238.8% | Added |
| Cedar Point Capital Partners, LLC | 861 | $231.1K | 0.16% | −620−41.9% | Reduced |
| Accredited Investors Inc. | 853 | $228.9K | 0.01% | +122+16.7% | Added |
| Professional Advisory Services Inc | 850 | $228.0K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 846 | $227.2K | 0.00% | +11+1.3% | Added |
| Signal Advisors Wealth, LLC | 841 | $225.8K | 0.03% | +15+1.8% | Added |
| Foster Group, Inc. | 840 | $225.5K | 0.01% | +2+0.2% | Added |
| Graypoint LLC | 840 | $225.4K | 0.01% | +108+14.8% | Added |
| Carr Financial Group Corp | 837 | $224.8K | 0.07% | +3+0.4% | Added |
| Cobblestone Capital Advisors LLC | 835 | $224.2K | 0.01% | −500−37.5% | Reduced |
| Eagle Global Advisors LLC | 823 | $221.1K | 0.01% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 830 | $220.9K | 0.08% | −7−0.8% | Reduced |
| Fort, L.P. | 818 | $219.6K | 0.55% | +1+0.1% | Added |
| Bayesian Capital Management, LP | 815 | $218.8K | 0.03% | +815 | New |