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, Q4 2024
Institutional positions in Rockwell Automation, Inc as of Dec 31, 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
- 1,216
- +77 vs. Q3 2024
- Shares held
- 94.0M
- +2.35M (+2.6%) vs. Q3 2024
- Total value
- $26.9B
- +$2.48B (+10.2%) vs. Q3 2024
- New holders
- 184
- 417 more added
- Sold out
- 107
- 376 more reduced
22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,876,530 | $3.97B | 0.07% | +81,079+0.6% | Added |
| BlackRock, Inc. | 8,629,021 | $2.47B | 0.05% | −427,979−4.7% | Reduced |
| Price T Rowe Associates Inc | 7,115,280 | $2.03B | 0.23% | +432,934+6.5% | Added |
| State Street Corp | 4,724,043 | $1.35B | 0.05% | +75,906+1.6% | Added |
| Geode Capital Management, LLC | 2,734,430 | $779.4M | 0.06% | +51,228+1.9% | Added |
| Lazard Asset Management LLC | 2,453,606 | $701.2M | 1.03% | −96,126−3.8% | Reduced |
| Morgan Stanley | 2,286,325 | $653.4M | 0.05% | +336,090+17.2% | Added |
| UBS Group AG | 2,281,897 | $652.1M | 0.15% | +328,586+16.8% | Added |
| Amundi | 2,073,594 | $580.1M | 0.20% | +430,498+26.2% | Added |
| Goldman Sachs Group Inc | 1,628,009 | $465.3M | 0.09% | +420,520+34.8% | Added |
| Charles Schwab Investment Management Inc | 1,570,036 | $448.7M | 0.08% | +13,744+0.9% | Added |
| Invesco Ltd. | 1,417,323 | $405.1M | 0.07% | +53,287+3.9% | Added |
| Northern Trust Corp | 1,391,331 | $397.6M | 0.06% | +171,604+14.1% | Added |
| Bank of America Corp | 1,312,954 | $375.2M | 0.03% | −111,652−7.8% | Reduced |
| Alliancebernstein L.P. | 1,287,731 | $368.0M | 0.12% | +651,116+102.3% | Added |
| UBS Asset Management Americas Inc | 1,158,161 | $331.0M | 0.08% | +29,350+2.6% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,032,275 | $295.2M | 1.56% | −60,900−5.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,008,209 | $288.1M | 0.19% | +21,360+2.2% | Added |
| Norges Bank | 994,355 | $284.2M | 0.04% | −24,652−2.4% | Reduced |
| Voya Investment Management LLC | 935,726 | $267.4M | 0.28% | +339,480+56.9% | Added |
| Champlain Investment Partners, LLC | 854,672 | $244.3M | 1.55% | +16,065+1.9% | Added |
| Dimensional Fund Advisors LP | 850,726 | $243.1M | 0.06% | +35,578+4.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 834,622 | $238.5M | 0.50% | +34,098+4.3% | Added |
| Bank of New York Mellon Corp | 774,381 | $221.3M | 0.04% | −40,835−5.0% | Reduced |
| Legal & General Group Plc | 713,282 | $203.8M | 0.05% | −30,579−4.1% | Reduced |
| Fisher Asset Management, LLC | 689,929 | $197.2M | 0.08% | +19,912+3.0% | Added |
| Wellington Management Group LLP | 675,487 | $193.0M | 0.04% | +674,698+85,513.1% | Added |
| Harding Loevner LP | 627,067 | $179.2M | 1.21% | −117,346−15.8% | Reduced |
| Pictet Asset Management Holding SA | 611,398 | $174.7M | 0.19% | −112,111−15.5% | Reduced |
| Ninety One UK Ltd | 572,925 | $163.7M | 0.44% | −140,548−19.7% | Reduced |
| Franklin Resources Inc | 567,447 | $162.2M | 0.05% | −25,721−4.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 481,107 | $148.1M | 0.46% | +31,944+7.1% | Added |
| Thrivent Financial for Lutherans | 514,690 | $147.1M | 0.29% | +106,257+26.0% | Added |
| Neuberger Berman Group LLC | 488,166 | $139.5M | 0.11% | +400,384+456.1% | Added |
| Nordea Investment Management AB | 462,537 | $132.6M | 0.14% | +25,882+5.9% | Added |
| Deutsche Bank AG | 452,447 | $129.3M | 0.05% | +78,773+21.1% | Added |
| Mairs & Power Inc | 418,809 | $119.7M | 1.16% | +4,461+1.1% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $119.4M | 0.22% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 416,893 | $119.1M | 0.21% | +309,893+289.6% | Added |
| Davenport & Co LLC | 408,336 | $116.7M | 0.68% | +88,962+27.9% | Added |
| King Luther Capital Management Corp | 378,287 | $108.1M | 0.47% | −63,661−14.4% | Reduced |
| JPMorgan Chase & Co | 332,134 | $94.9M | 0.01% | −237,106−41.7% | Reduced |
| Quilter Plc | 331,887 | $94.8M | 1.87% | +19,818+6.4% | Added |
| Swiss National Bank | 320,500 | $91.6M | 0.06% | −17,900−5.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 323,410 | $91.5M | 0.09% | +23,310+7.8% | Added |
| Blair William & Co | 310,926 | $88.9M | 0.26% | −9,116−2.8% | Reduced |
| Saturna Capital CORP | 301,300 | $86.1M | 1.17% | 00.0% | Unchanged |
| FIL Ltd | 265,307 | $75.8M | 0.07% | +45,862+20.9% | Added |
| Primecap Management Co | 257,030 | $73.5M | 0.06% | −3,150−1.2% | Reduced |
| Royal Bank of Canada | 253,398 | $72.4M | 0.02% | +52,532+26.2% | Added |
| Wells Fargo & Company | 249,119 | $71.2M | 0.02% | +11,066+4.6% | Added |
| Nuveen Asset Management, LLC | 247,374 | $70.7M | 0.02% | −59,377−19.4% | Reduced |
| FMR LLC | 246,724 | $70.5M | 0.00% | +11,812+5.0% | Added |
| Danske Bank A/S | 243,705 | $69.6M | 0.21% | +19,299+8.6% | Added |
| UniSuper Management Pty Ltd | 243,383 | $69.6M | 0.50% | −5,352−2.2% | Reduced |
| Westfield Capital Management Co LP | 221,350 | $63.3M | 0.28% | −7,709−3.4% | Reduced |
| Ceredex Value Advisors LLC | 217,962 | $62.3M | 1.26% | +69,112+46.4% | Added |
| Huntington National Bank | 215,920 | $61.7M | 0.44% | +921+0.4% | Added |
| Principal Financial Group Inc | 213,499 | $61.0M | 0.03% | +8,820+4.3% | Added |
| Rhumbline Advisers | 210,854 | $60.3M | 0.05% | −5,429−2.5% | Reduced |
| Stifel Financial Corp | 206,868 | $59.1M | 0.06% | +9,867+5.0% | Added |
| Candriam Luxembourg S.C.A. | 206,463 | $59.0M | 0.34% | +39,633+23.8% | Added |
| Reynders McVeigh Capital Management, LLC | 201,739 | $57.7M | 3.03% | −460−0.2% | Reduced |
| Sterling Capital Management LLC | 199,952 | $57.1M | 0.78% | +181,166+964.4% | Added |
| HSBC Holdings PLC | 199,091 | $56.9M | 0.04% | −2,960−1.5% | Reduced |
| Birch Hill Investment Advisors LLC | 197,813 | $56.5M | 2.63% | −335−0.2% | Reduced |
| Citadel Advisors LLC | 195,638 | $55.9M | 0.05% | −295,240−60.1% | Reduced |
| TimesSquare Capital Management, LLC | 194,575 | $55.6M | 0.81% | +16,775+9.4% | Added |
| Envestnet Asset Management Inc | 191,139 | $54.6M | 0.02% | +122,890+180.1% | Added |
| BNP Paribas Arbitrage, SA | 188,006 | $53.7M | 0.04% | +38,763+26.0% | Added |
| Ameriprise Financial Inc | 184,981 | $52.9M | 0.01% | +16,564+9.8% | Added |
| Stephens Investment Management Group LLC | 179,503 | $51.3M | 0.69% | −2,637−1.4% | Reduced |
| California State Teachers Retirement System | 170,379 | $48.7M | 0.06% | −6,193−3.5% | Reduced |
| Natixis Advisors, L.P. | 168,133 | $48.1M | 0.09% | +48,172+40.2% | Added |
| Waters Parkerson & Co., LLC | 166,890 | $47.7M | 2.51% | +1,458+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 160,000 | $45.7M | 0.10% | +160,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,853 | $45.1M | 0.11% | +3,166+2.0% | Added |
| Citigroup Inc | 157,514 | $45.0M | 0.04% | −31,481−16.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $44.3M | 0.39% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 154,799 | $44.2M | 0.34% | +48,413+45.5% | Added |
| Great West Life Assurance Co | 154,727 | $44.2M | 0.08% | +7,359+5.0% | Added |
| Barclays PLC | 152,354 | $43.5M | 0.02% | −78,738−34.1% | Reduced |
| LPL Financial LLC | 151,583 | $43.3M | 0.02% | +25,240+20.0% | Added |
| Swedbank AB | 149,986 | $42.9M | 0.05% | −199,513−57.1% | Reduced |
| Millennium Management LLC | 147,891 | $42.3M | 0.04% | −27,804−15.8% | Reduced |
| British Columbia Investment Management Corp | 144,915 | $41.4M | 0.25% | +66,608+85.1% | Added |
| Bank of Montreal | 141,916 | $40.6M | 0.02% | −30,911−17.9% | Reduced |
| California Public Employees Retirement System | 141,445 | $40.4M | 0.03% | −12,404−8.1% | Reduced |
| HRT Financial LP | 141,412 | $40.4M | 0.21% | +63,243+80.9% | Added |
| National Pension Service | 139,716 | $39.9M | 0.04% | −167,122−54.5% | Reduced |
| Agf Management Ltd | 132,401 | $37.8M | 0.19% | −121,047−47.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,733 | $36.2M | 0.07% | +126,733 | New |
| CI Private Wealth, LLC | 124,059 | $35.5M | 0.06% | −14,947−10.8% | Reduced |
| Gamco Investors, Inc. Et Al | 119,495 | $34.2M | 0.36% | −2,046−1.7% | Reduced |
| Raymond James Financial Inc | 113,831 | $32.5M | 0.01% | +113,831 | New |
| Commonwealth Equity Services, LLC | 113,345 | $32.4M | 0.05% | +721+0.6% | Added |
| State Board of Administration of Florida Retirement System | 110,950 | $31.7M | 0.06% | +860+0.8% | Added |
| SEI Investments Co | 110,452 | $31.6M | 0.04% | +17,491+18.8% | Added |
| Hemenway Trust Co LLC | 109,227 | $31.2M | 2.53% | +1,436+1.3% | Added |
| Gabelli Funds LLC | 106,437 | $30.4M | 0.23% | −4,925−4.4% | Reduced |