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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.

Q4 2024 vs. Q3 2024

How the institutions holding Rockwell Automation, Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of ROK: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,161221,216+77
Shares91.9M219.7K94.0M+2.35M (+2.6%)
Value$24.4B$59.0M$26.9B+$2.48B (+10.2%)

22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (184)

Institutions that held Rockwell Automation, Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 184 by value.

Institutions new to ROK in Q4 2024
InstitutionSharesValue% of portfolio
Healthcare of Ontario Pension Plan Trust Fund160,000$45.7M0.10%
Universal- Beteiligungs- und Servicegesellschaft mbH126,733$36.2M0.07%
Raymond James Financial Inc113,831$32.5M0.01%
Shellback Capital, LP105,888$30.3M2.08%
Schonfeld Strategic Advisors LLC95,542$27.3M0.17%
Parnassus Investments62,471$17.9M0.04%
Eisler Capital Management Ltd.60,467$17.0M0.57%
Lansforsakringar Fondforvaltning AB (publ)56,724$16.2M0.09%
Madison Asset Management, LLC47,812$13.7M0.15%
Madison Investment Advisors, LLC47,812$13.7M0.15%
Tenere Capital LLC42,400$12.1M3.21%
Kames Capital plc40,113$11.5M0.15%
KLP Kapitalforvaltning AS38,570$11.0M0.05%
Hel Ved Capital Management Ltd36,600$10.5M3.21%
Tema ETFs LLC31,912$9.12M3.79%
Varma Mutual Pension Insurance Co30,000$8.57M0.07%
Banque Transatlantique SA29,118$8.29M0.21%
Paradoxiom Capital L.P.25,098$7.17M2.96%
Scopus Asset Management, L.P.24,750$7.07M0.26%
L & S Advisors Inc24,727$7.07M0.77%
UBS Oconnor LLC24,000$6.86M0.17%
Drystone LLC20,672$5.91M5.90%
Erste Asset Management GmbH20,047$5.82M0.07%
La Banque Postale Asset Management SA19,846$5.67M0.08%
Alerus Financial NA19,139$5.47M0.42%
Jain Global LLC17,091$4.88M0.15%
Police & Firemen's Retirement System of New Jersey16,631$4.75M0.05%
Bedell Frazier Investment Counseling, LLC16,203$4.63M1.15%
Nomura Holdings Inc15,691$4.48M0.02%
Canada Post Corp Registered Pension Plan14,067$4.02M0.24%
New Age Alpha Advisors, LLC12,025$3.44M0.14%
Union Bancaire Privee, UBP SA11,691$3.35M0.06%
Fred Alger Management, LLC10,430$2.98M0.01%
Elefante Mark B10,339$2.95M2.70%
Polymer Capital Management (US) LLC8,100$2.31M0.74%
Wolverine Trading, LLC7,702$2.20M0.05%
HITE Hedge Asset Management LLC7,573$2.16M0.16%
Manning & Napier Advisors LLC6,885$1.97M0.02%
Bridgewater Associates, LP6,220$1.78M0.01%
Groupama Asset Managment5,948$1.70M0.03%
Myriad Asset Management US LP5,778$1.65M1.11%
Terra Alpha Investments LLC5,544$1.58M1.60%
Lighthouse Investment Partners, LLC5,500$1.57M0.06%
One68 Global Capital, LLC5,500$1.57M0.84%
Weiss Asset Management LP5,188$1.48M0.03%
Smith Group Asset Management, LLC5,000$1.43M0.11%
Generali Asset Management SPA SGR4,757$1.36M0.03%
Cypress Advisory Group LLC4,678$1.34M1.23%
Crowley Wealth Management, Inc.4,654$1.33M1.17%
Evelyn Partners Investment Management Services Ltd4,500$1.29M0.22%
Ofi Invest Asset Management3,730$1.03M0.02%
Bryce Point Capital, LLC3,518$1.01M0.29%
Boston Private Wealth LLC3,512$1.00M0.02%
Allstate Corp3,421$977.7K0.03%
Heritage Trust Co3,330$951.7K0.11%
Morse Asset Management, Inc3,077$879.4K0.20%
CLG LLC2,951$843.4K0.30%
Evelyn Partners Investment Management LLP2,801$800.5K0.03%
Monetta Financial Services Inc2,800$800.2K0.64%
Fire Capital Management LLC2,771$791.9K0.59%
Agate Pass Investment Management, LLC2,705$773.1K0.35%
Golden State Wealth Management, LLC2,500$714.5K0.11%
Mount Yale Investment Advisors, LLC2,494$712.8K0.06%
Pensionmark Financial Group, LLC2,343$669.7K0.02%
Finivi Inc.2,209$631.3K0.50%
Hager Investment Management Services, LLC2,063$589.6K0.37%
TigerOak Management, L.L.C.1,931$551.9K0.20%
Laurion Capital Management LP1,911$546.1K0.03%
Marshall & Sterling Wealth Advisors Inc.1,889$539.6K0.37%
AssuredPartners Investment Advisors, LLC1,885$538.8K0.10%
Groupe la Francaise1,850$533.9K0.01%
Natixis1,853$529.6K0.00%
Anb Bank1,745$498.7K0.22%
Burford Brothers, Inc.1,741$497.6K0.24%
Sovran Advisors, LLC1,729$478.9K0.07%
MUFG Securities Americas Inc.1,667$476.4K0.06%
Uniting Wealth Partners, LLC1,600$457.3K0.22%
Mirabella Financial Services LLP1,580$451.5K0.04%
Atlantic Trust, LLC1,526$436.1K0.09%
Marathon Strategic Advisors, LLC1,500$428.7K0.46%
FourThought Financial Partners, LLC1,488$425.5K0.04%
Vestmark Advisory Solutions, Inc.1,475$421.5K0.01%
Alpha Wealth Funds, LLC1,354$386.8K0.40%
Edgestream Partners, L.P.1,320$377.2K0.02%
Q Fund Management (Hong Kong) Ltd1,300$371.5K0.39%
Kestra Private Wealth Services, LLC1,252$357.8K0.01%
Banco BTG Pactual S.A.1,200$337.1K0.08%
Richards, Merrill & Peterson, Inc.1,151$329.0K0.17%
Strategic Financial Concepts, LLC1,148$328.2K0.06%
We Are One Seven, LLC1,053$301.0K0.01%
Grange Capital, LLC1,050$300.1K0.31%
Verity & Verity, LLC1,017$290.6K0.03%
Brighton Jones LLC983$280.8K0.01%
Financial Engines Advisors L.L.C.976$278.9K0.00%
Legacy Advisors, LLC889$254.1K0.02%
Fieldview Capital Management, LLC884$252.6K0.04%
Vise Technologies, Inc.883$252.4K0.02%
Ontario Teachers Pension Plan Board868$248.1K0.00%
Impact Capital Partners LLC864$246.9K0.09%
Callan Family Office, LLC861$246.1K0.02%

Sold out (107)

Institutions that held Rockwell Automation, Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of ROK in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
D. E. Shaw & Co., Inc.225,134$60.4M
Kodai Capital Management LP112,568$30.2M
Moore Capital Management, LP71,780$19.3M
Banco Santander, S.A.46,333$12.4M
Twinbeech Capital LP42,588$11.4M
Nuance Investments, LLC32,680$8.77M
Bailard, Inc.21,466$5.76M
Unisphere Establishment21,450$5.76M
Trexquant Investment LP20,509$5.51M
ICICI Prudential Asset Management Co Ltd17,657$4.74M
1832 Asset Management L.P.15,969$4.29M
Qube Research & Technologies Ltd13,559$3.64M
Robocap Asset Management Ltd12,887$3.55M
Engineers Gate Manager LP11,048$2.97M
Mediolanum International Funds Ltd9,705$2.62M
ExodusPoint Capital Management, LP9,636$2.59M
Twin Tree Management, LP9,186$2.47M
Entropy Technologies, LP8,947$2.40M
Sandler Capital Management7,500$2.01M
Soros Capital Management LLC7,177$1.93M
Occudo Quantitative Strategies LP7,158$1.92M
Quantbot Technologies LP6,630$1.78M
Seven Eight Capital, LP6,155$1.65M
Wolverine Asset Management LLC6,000$1.61M
Qsemble Capital Management, LP5,709$1.53M
Trivant Custom Portfolio Group, LLC5,458$1.47M
Davis-Rea Ltd.5,150$1.38M
PFG Advisors5,063$1.36M
Atom Investors LP5,028$1.35M
Virtu Financial LLC5,021$1.35M
Machina Capital S.A.S.4,728$1.27M
Centiva Capital, LP4,419$1.19M
XTX Topco Ltd4,223$1.13M
Veriti Management LLC4,197$1.13M
Investment Management Corp of Ontario3,854$1.03M
Worldquant Millennium Advisors LLC3,709$995.7K
Gsa Capital Partners LLP3,397$912.0K
Scientech Research LLC3,179$853.4K
BDF-Gestion6,176$832.7K
Bridgefront Capital, LLC3,069$823.9K
SRN Advisors, LLC3,045$817.5K
Campbell & CO Investment Adviser LLC2,820$757.1K
InTrack Investment Management Inc2,663$715.0K
Renaissance Investment Group LLC2,576$691.6K
Tudor Investment Corp Et Al2,503$672.0K
Two Sigma Securities, LLC2,252$604.6K
Catalytic Wealth RIA, LLC2,083$559.2K
Quest Partners LLC1,999$536.7K
Siemens Fonds Invest GmbH1,850$496.7K
Twin Capital Management Inc1,725$463.1K
Summit Trail Advisors, LLC1,725$463.1K
Magnetar Financial LLC1,719$461.5K
Versor Investments LP1,525$409.4K
Moloney Securities Asset Management, LLC1,429$383.6K
Fox Run Management, L.L.C.1,331$357.3K
Nebula Research & Development LLC1,305$350.3K
Donoghue Forlines LLC1,289$346.0K
Summit Financial Wealth Advisors, LLC1,198$321.6K
MBB Public Markets I LLC1,170$314.1K
Dark Forest Capital Management LP1,125$302.0K
Dynamic Technology Lab Private Ltd1,119$300.0K
United Bank1,115$299.3K
Farmers & Merchants Trust Co of Long Beach1,066$286.2K
Financial Advisory Corp1,065$286.0K
Belmont Capital, LLC1,042$279.7K
DRW Securities, LLC1,026$275.4K
Morningstar Investment Services LLC1,001$271.0K
Prelude Capital Management, LLC977$262.3K
NBC Securities, Inc.947$254.0K
Americana Partners, LLC945$253.7K
Buckingham Strategic Partners904$242.9K
TrinityPoint Wealth, LLC903$242.3K
Confluence Wealth Services, Inc.900$241.6K
Barlow Wealth Partners, Inc.875$233.8K
Bradley Foster & Sargent Inc846$227.2K
Crestwood Advisors Group LLC812$218.0K
Great Lakes Advisors, LLC803$215.6K
Ruggaard & Associates LLC793$212.9K
Aster Capital Management (DIFC) Ltd788$211.5K
Keebeck Alpha, LP779$209.1K
Zimmermann Investment Management & Planning LLC774$207.9K
Simplicity Wealth,LLC752$201.9K
Emerald Advisers, LLC732$196.6K
Reuter James Wealth Management, LLC512$137.5K
Aquatic Capital Management LLC440$118.1K
Alta Advisers Ltd400$107.4K
Northwest Financial Advisors353$94.8K
Householder Group Estate & Retirement Specialist, LLC343$92.0K
Financial Network Wealth Advisors LLC325$87.3K
State of Wyoming230$61.7K
Magellan Asset Management Ltd195$52.4K
IMA Wealth, Inc.124$33.3K
Baldwin Brothers Inc100$26.8K
Ashton Thomas Securities, LLC95$25.5K
Jaffetilchin Investment Partners, LLC55$14.9K
Hobbs Group Advisors, LLC44$11.8K
Gilliland Jeter Wealth Management LLC42$11.3K
Aspire Private Capital, LLC39$10.5K
Global X Japan Co., Ltd.38$10.2K
Quarry LP23$6.17K

Not filed for Q4 2024 yet (22)

Institutions that held Rockwell Automation, Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates51,357$13.8M
Raymond James Financial Services Advisors, Inc.39,912$10.7M
SpiderRock Advisors, LLC27,540$7.39M
Fort Pitt Capital Group, LLC20,930$5.62M
B. Metzler seel. Sohn & Co. Holding AG18,497$4.97M
Northwest Investment Counselors, LLC13,256$3.56M
Smithbridge Asset Management Inc11,816$3.17M
Garrison Asset Management, LLC11,353$3.05M
Jade Capital Advisors, LLC6,000$1.61M
Aquila Investment Management LLC5,000$1.34M
Argent Financial Group, Inc.3,330$894.0K
Brophy Wealth Management, LLC2,403$645.1K
9258 Wealth Management, LLC1,512$405.9K
FinTrust Capital Advisors, LLC1,409$378.3K
Inscription Capital, LLC1,154$309.7K
Kowal Investment Group, LLC966$259.3K
Pegasus Partners Ltd.950$255.0K
Banque Cantonale Vaudoise872$234.0K
Fort, L.P.818$219.6K
First Personal Financial Services600$161.1K
Abich Financial Wealth Management LLC31$8.32K
Carmichael Hill & Associates, Inc.17$4.48K