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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.

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.

Institutional holdersQ4 2024: 1,216 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2024: $26.9B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2024.

Institutions holding ROK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC1$00.00%+1New
Chesapeake Asset Management LLC1$2850.00%00.0%Unchanged
Activest Wealth Management1$2860.00%+1New
Sugar Maple Asset Management, LLC1$2860.00%+1New
Cedar Mountain Advisors, LLC1$2880.00%00.0%Unchanged
NVWM, LLC2$5720.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$5720.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2$5720.00%+2New
Parkworth Wealth Management, Inc.2$5720.00%+2New
Winnow Wealth LLC3$6750.00%+3New
Hara Capital LLC3$8570.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$8570.00%+3New
Nova Wealth Management, Inc.3$8570.00%+3New
BOK Financial Private Wealth, Inc.3$8580.00%00.0%Unchanged
Hantz Financial Services, Inc.4$1.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.14K0.00%00.0%Unchanged
Rakuten Securities, Inc.4$1.14K0.00%−2−33.3%Reduced
Painted Porch Advisors LLC4$1.14K0.00%+4New
Highline Wealth Partners LLC4$1.14K0.00%+4New
Riggs Asset Managment Co. Inc.5$1.43K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.43K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.43K0.00%00.0%Unchanged
Decker Retirement Planning Inc.5$1.43K0.00%+5New
Tortoise Investment Management, LLC6$1.72K0.00%−6−50.0%Reduced
Tucker Asset Management LLC6$1.72K0.00%−3−33.3%Reduced
Trifecta Capital Advisors, LLC6$1.72K0.00%00.0%Unchanged
True Wealth Design, LLC6$1.72K0.00%+2+50.0%Added
Plato Investment Management Ltd6$1.72K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.00K0.00%−15−68.2%Reduced
Hollencrest Capital Management7$2.00K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC7$2.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$2.00K0.00%+7New
GoalVest Advisory LLC7$2.00K0.00%+7New
Promus Capital, LLC7$2.00K0.00%+7New
Clark Wealth Partners7$2.00K0.00%+7New
Core Alternative Capital8$2.29K0.00%00.0%Unchanged
Aspect Partners, LLC8$2.29K0.00%+4+100.0%Added
Global Financial Private Client, LLC8$2.29K0.00%+4+100.0%Added
WealthTrak Capital Management LLC8$2.29K0.00%+8New
Caldwell Sutter Capital, Inc.9$2.57K0.00%00.0%Unchanged
Transce3nd, LLC9$2.57K0.00%+9New
JNBA Financial Advisors9$2.57K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP10$2.86K0.00%00.0%Unchanged
Creative Financial Designs Inc10$2.86K0.00%00.0%Unchanged
Salem Investment Counselors Inc10$2.86K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$2.86K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC10$2.86K0.00%+10New
Atala Financial Inc10$2.86K0.00%+10New
Medallion Wealth Advisors, LLC10$2.94K0.00%+10New
Creekmur Asset Management LLC11$3.14K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.43K0.00%00.0%Unchanged
Fairman Group, LLC12$3.43K0.00%00.0%Unchanged
Hexagon Capital Partners LLC12$3.43K0.00%+2+20.0%Added
Stonebridge Financial Group, LLC12$3.43K0.00%+12New
SJS Investment Consulting Inc.12$3.43K0.00%−5−29.4%Reduced
Caitlin John, LLC12$3.48K0.00%+8+200.0%Added
Ridgewood Investments LLC13$3.57K0.00%00.0%Unchanged
Avion Wealth16$4.00K0.00%+4+33.3%Added
Sittner & Nelson, LLC14$4.00K0.00%+1+7.7%Added
Heritage Wealth Advisors15$4.29K0.00%+3+25.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.16$4.57K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.16$4.57K0.00%−3−15.8%Reduced
Colonial Trust Advisors16$4.57K0.00%+16New
Abound Wealth Management17$4.76K0.00%+1+6.3%Added
Moisand Fitzgerald Tamayo, LLC17$4.86K0.00%00.0%Unchanged
West Oak Capital, LLC18$5.10K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC18$5.14K0.01%+18New
Investors Research Corp19$5.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC19$5.43K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$5.72K0.00%00.0%Unchanged
Orion Capital Management LLC20$5.72K0.00%+20New
Capital Analysts, LLC22$6.00K0.00%−73−76.8%Reduced
Whipplewood Advisors, LLC21$6.00K0.00%+21New
Harbor Investment Advisory, LLC22$6.29K0.00%00.0%Unchanged
Anfield Capital Management, LLC22$6.29K0.00%+22New
Webster Bank, N. A.23$6.57K0.00%00.0%Unchanged
Raffa Wealth Management, LLC25$7.14K0.00%00.0%Unchanged
WPG Advisers, LLC26$7.43K0.01%+26New
NewSquare Capital LLC27$7.72K0.00%+27New
Millstone Evans Group, LLC28$8.00K0.01%+28New
Compass Financial Services Inc30$8.46K0.00%+30New
Gen-Wealth Partners Inc30$8.57K0.00%00.0%Unchanged
Raleigh Capital Management Inc.30$8.59K0.00%−2−6.3%Reduced
Dunhill Financial, LLC31$8.84K0.00%+6+24.0%Added
Fortitude Family Office, LLC31$8.86K0.00%00.0%Unchanged
Sierra Ocean, LLC31$8.88K0.01%+31New
Transamerica Financial Advisors, Inc.29$9.00K0.00%+29New
Archer Investment Corp32$9.28K0.00%−3−8.6%Reduced
Bogart Wealth, LLC34$9.72K0.00%+17+100.0%Added
Lee Danner & Bass Inc34$9.72K0.00%+34New
Financial Management Professionals, Inc.39$11.1K0.00%−8−17.0%Reduced
ZRC Wealth Management, LLC40$11.4K0.00%−14−25.9%Reduced
Oliver Lagore Vanvalin Investment Group40$11.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.42$12.0K0.00%−25−37.3%Reduced
Manchester Capital Management LLC44$12.6K0.00%+12+37.5%Added
Arlington Trust Co LLC45$12.9K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC45$12.9K0.00%+15+50.0%Added
Semmax Financial Advisors Inc.44$13.0K0.00%+1+2.3%Added
Richardson Financial Services Inc.48$13.7K0.01%−48−50.0%Reduced
Ameriflex Group, Inc.50$13.9K0.01%+50New