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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 14,611 | $4.18M | 0.04% | −3,944−21.3% | Reduced |
| Equitable Trust Co | 14,900 | $4.26M | 0.24% | −21,138−58.7% | Reduced |
| Nissay Asset Management Corp | 14,666 | $4.26M | 0.03% | −19−0.1% | Reduced |
| Whitener Capital Management, Inc. | 14,915 | $4.26M | 1.19% | −17−0.1% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $4.29M | 0.51% | +900+6.4% | Added |
| Bank of Nova Scotia | 15,089 | $4.31M | 0.01% | +540+3.7% | Added |
| Nomura Holdings Inc | 15,691 | $4.48M | 0.02% | +15,691 | New |
| Buckhead Capital Management LLC | 15,781 | $4.51M | 1.44% | +1,965+14.2% | Added |
| McGuire Investment Group, LLC | 15,871 | $4.54M | 0.65% | −65−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,873 | $4.54M | 0.05% | −2,624−14.2% | Reduced |
| Synovus Financial Corp | 16,080 | $4.60M | 0.06% | −2,986−15.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,203 | $4.63M | 1.15% | +16,203 | New |
| AXA S.A. | 16,221 | $4.64M | 0.01% | +13,834+579.6% | Added |
| Stratos Wealth Advisors, LLC | 16,329 | $4.67M | 0.22% | −240−1.4% | Reduced |
| ABN AMRO Bank N.V. | 16,546 | $4.68M | 0.06% | +3,812+29.9% | Added |
| Silvant Capital Management LLC | 16,463 | $4.70M | 0.20% | −5,122−23.7% | Reduced |
| ProShare Advisors LLC | 16,546 | $4.73M | 0.01% | +1,973+13.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,631 | $4.75M | 0.05% | +16,631 | New |
| Ascent Wealth Partners, LLC | 16,670 | $4.76M | 0.64% | −48−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,722 | $4.78M | 0.00% | +10.0% | Added |
| Farmers & Merchants Investments Inc | 16,826 | $4.81M | 0.15% | −223−1.3% | Reduced |
| New York Life Investment Management LLC | 16,843 | $4.81M | 0.05% | −34−0.2% | Reduced |
| Jain Global LLC | 17,091 | $4.88M | 0.15% | +17,091 | New |
| Xponance, Inc. | 17,405 | $4.97M | 0.05% | +374+2.2% | Added |
| Kestra Advisory Services, LLC | 17,471 | $4.99M | 0.03% | −2,815−13.9% | Reduced |
| Capital Fund Management S.A. | 17,498 | $5.00M | 0.05% | −32,822−65.2% | Reduced |
| First Trust Advisors LP | 17,746 | $5.07M | 0.00% | −2,527−12.5% | Reduced |
| Hall Laurie J Trustee | 17,780 | $5.08M | 1.67% | +95+0.5% | Added |
| CIBC World Markets Corp | 17,816 | $5.09M | 0.03% | +2,373+15.4% | Added |
| Point72 Asset Management, L.P. | 17,906 | $5.12M | 0.01% | −15,278−46.0% | Reduced |
| Jump Financial, LLC | 17,961 | $5.13M | 0.11% | −476−2.6% | Reduced |
| Papp L Roy & Associates | 18,006 | $5.15M | 0.60% | +608+3.5% | Added |
| Boston Common Asset Management, LLC | 18,232 | $5.21M | 0.15% | +552+3.1% | Added |
| Notis-McConarty Edward | 18,415 | $5.26M | 2.55% | −529−2.8% | Reduced |
| Utah Retirement Systems | 18,991 | $5.43M | 0.06% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $5.43M | 0.05% | +7,000+58.3% | Added |
| Vontobel Holding Ltd. | 19,122 | $5.46M | 0.02% | −2,276−10.6% | Reduced |
| Alerus Financial NA | 19,139 | $5.47M | 0.42% | +19,139 | New |
| Schaper Benz & Wise Investment Counsel Inc | 19,315 | $5.52M | 0.44% | +39+0.2% | Added |
| Advisors Asset Management, Inc. | 19,380 | $5.54M | 0.10% | −3,003−13.4% | Reduced |
| La Banque Postale Asset Management SA | 19,846 | $5.67M | 0.08% | +19,846 | New |
| CIBC Asset Management Inc | 19,849 | $5.67M | 0.02% | +745+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,047 | $5.73M | 0.01% | +1,955+10.8% | Added |
| M&T Bank Corp | 20,069 | $5.74M | 0.02% | −193−1.0% | Reduced |
| Erste Asset Management GmbH | 20,047 | $5.82M | 0.07% | +20,047 | New |
| IFM Investors Pty Ltd | 20,460 | $5.85M | 0.06% | −2,186−9.7% | Reduced |
| Drystone LLC | 20,672 | $5.91M | 5.90% | +20,672 | New |
| KWMG, LLC | 20,875 | $5.97M | 0.61% | +255+1.2% | Added |
| Tradewinds, LLC. | 20,036 | $6.08M | 1.69% | +1,817+10.0% | Added |
| Telos Capital Management, Inc. | 21,357 | $6.10M | 0.65% | +47+0.2% | Added |
| Delaney Dennis R | 21,720 | $6.21M | 3.27% | +404+1.9% | Added |
| Azimuth Capital Investment Management LLC | 21,825 | $6.24M | 0.24% | −345−1.6% | Reduced |
| Amalgamated Bank | 21,840 | $6.24M | 0.05% | −1,130−4.9% | Reduced |
| MAI Capital Management | 22,008 | $6.29M | 0.05% | +18,140+469.0% | Added |
| Venture Visionary Partners LLC | 22,320 | $6.38M | 0.27% | +675+3.1% | Added |
| D.A. Davidson & Co. | 22,625 | $6.47M | 0.05% | +663+3.0% | Added |
| Scotia Capital Inc. | 23,106 | $6.60M | 0.03% | +1,542+7.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,195 | $6.63M | 0.07% | −900−3.7% | Reduced |
| KBC Group NV | 23,221 | $6.64M | 0.02% | +1,167+5.3% | Added |
| Bell Asset Management Ltd | 23,349 | $6.67M | 1.22% | −3,644−13.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,781 | $6.79M | 0.03% | +126+0.5% | Added |
| First American Trust, FSB | 23,877 | $6.82M | 0.68% | +8,054+50.9% | Added |
| Daiwa Securities Group Inc. | 23,897 | $6.83M | 0.03% | +2,707+12.8% | Added |
| UBS Oconnor LLC | 24,000 | $6.86M | 0.17% | +24,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,005 | $6.86M | 0.04% | −696−2.8% | Reduced |
| Pathstone Holdings, LLC | 24,401 | $6.97M | 0.03% | +125+0.5% | Added |
| Retirement Systems of Alabama | 24,443 | $6.99M | 0.03% | −234−0.9% | Reduced |
| Czech National Bank | 24,479 | $7.00M | 0.06% | +1,365+5.9% | Added |
| L & S Advisors Inc | 24,727 | $7.07M | 0.77% | +24,727 | New |
| Scopus Asset Management, L.P. | 24,750 | $7.07M | 0.26% | +24,750 | New |
| Forsta Ap-Fonden | 24,800 | $7.09M | 0.05% | −23,100−48.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,870 | $7.11M | 0.39% | −251−1.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 25,000 | $7.14M | 2.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 25,044 | $7.16M | 0.10% | −1,075−4.1% | Reduced |
| Paradoxiom Capital L.P. | 25,098 | $7.17M | 2.96% | +25,098 | New |
| Captrust Financial Advisors | 25,221 | $7.21M | 0.02% | +496+2.0% | Added |
| Stephens Inc | 25,473 | $7.28M | 0.10% | +530+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,631 | $7.28M | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 25,566 | $7.31M | 0.00% | +10,947+74.9% | Added |
| Talbot Financial, LLC | 26,342 | $7.53M | 0.90% | +533+2.1% | Added |
| Ensign Peak Advisors, Inc | 26,799 | $7.66M | 0.01% | +23,705+766.2% | Added |
| Corebridge Financial, Inc. | 26,864 | $7.68M | 0.04% | −3,410−11.3% | Reduced |
| Fayez Sarofim & Co | 26,868 | $7.68M | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 27,392 | $7.83M | 0.40% | −103−0.4% | Reduced |
| Paloma Partners Management Co | 27,500 | $7.86M | 0.52% | +22,668+469.1% | Added |
| Van Eck Associates Corp | 27,501 | $7.86M | 0.01% | −756,125−96.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,812 | $7.95M | 0.01% | −11,806−29.8% | Reduced |
| Nisa Investment Advisors, LLC | 27,882 | $7.97M | 0.03% | −723−2.5% | Reduced |
| American Century Companies Inc | 27,962 | $7.99M | 0.00% | +10.0% | Added |
| Boston Trust Walden Corp | 28,111 | $8.03M | 0.06% | −217−0.8% | Reduced |
| Federated Hermes, Inc. | 28,166 | $8.05M | 0.02% | −81,176−74.2% | Reduced |
| USS Investment Management Ltd | 28,312 | $8.10M | 0.06% | −5,871−17.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,620 | $8.18M | 0.08% | −6,762−19.1% | Reduced |
| Banque Transatlantique SA | 29,118 | $8.29M | 0.21% | +29,118 | New |
| Brown Advisory Inc | 29,530 | $8.44M | 0.01% | +83+0.3% | Added |
| Kidder Stephen W | 29,585 | $8.46M | 2.54% | +90+0.3% | Added |
| Cetera Investment Advisers | 29,626 | $8.47M | 0.02% | +2,455+9.0% | Added |
| Varma Mutual Pension Insurance Co | 30,000 | $8.57M | 0.07% | +30,000 | New |
| Kovitz Investment Group Partners, LLC | 30,232 | $8.64M | 0.04% | +20,005+195.6% | Added |
| Advisor Group Holdings, Inc. | 33,452 | $8.67M | 0.02% | −3,854−10.3% | Reduced |