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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 30,376 | $8.68M | 0.05% | +371+1.2% | Added |
| Jacobs & Co | 30,496 | $8.71M | 0.89% | +530+1.8% | Added |
| State of Michigan Retirement System | 30,613 | $8.75M | 0.05% | −2,200−6.7% | Reduced |
| Portland Global Advisors LLC | 30,818 | $8.81M | 1.11% | −168−0.5% | Reduced |
| State of Tennessee, Treasury Department | 30,878 | $8.82M | 0.03% | +15,714+103.6% | Added |
| Cerity Partners LLC | 31,974 | $9.05M | 0.02% | +1,348+4.4% | Added |
| Sompo Asset Management Co., Ltd. | 31,681 | $9.05M | 1.53% | −2,072−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,823 | $9.09M | 0.05% | +13,037+69.4% | Added |
| Creative Planning | 31,877 | $9.11M | 0.01% | +5,950+22.9% | Added |
| Tema ETFs LLC | 31,912 | $9.12M | 3.79% | +31,912 | New |
| Banque Pictet & Cie SA | 32,242 | $9.21M | 0.09% | −69−0.2% | Reduced |
| Janney Montgomery Scott LLC | 32,286 | $9.23M | 0.03% | −1,619−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,318 | $9.24M | 0.13% | −1,294−3.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,378 | $9.25M | 0.28% | +36+0.1% | Added |
| Arizona State Retirement System | 32,957 | $9.42M | 0.06% | +296+0.9% | Added |
| Charter Trust Co | 33,008 | $9.43M | 0.62% | +31,591+2,229.4% | Added |
| M. Kraus & Co | 33,224 | $9.50M | 2.85% | +176+0.5% | Added |
| Puzo Michael J | 33,569 | $9.59M | 2.68% | −350−1.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,582 | $9.60M | 0.19% | 00.0% | Unchanged |
| Covea Finance | 33,923 | $9.69M | 0.44% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 34,356 | $9.82M | 0.03% | +147+0.4% | Added |
| Ninety One North America, Inc. | 34,632 | $9.90M | 0.61% | +1,265+3.8% | Added |
| Resona Asset Management Co.,Ltd. | 34,846 | $9.98M | 0.06% | −1,699−4.6% | Reduced |
| Russell Investments Group, Ltd. | 34,990 | $10.0M | 0.01% | +2,174+6.6% | Added |
| GWM Advisors LLC | 34,998 | $10.0M | 0.06% | +16,296+87.1% | Added |
| Hel Ved Capital Management Ltd | 36,600 | $10.5M | 3.21% | +36,600 | New |
| Assenagon Asset Management S.A. | 37,239 | $10.6M | 0.02% | +29,105+357.8% | Added |
| NEOS Investment Management LLC | 37,499 | $10.7M | 0.25% | +19,118+104.0% | Added |
| KLP Kapitalforvaltning AS | 38,570 | $11.0M | 0.05% | +38,570 | New |
| Robeco Institutional Asset Management B.V. | 38,624 | $11.0M | 0.02% | −3,078−7.4% | Reduced |
| Wim Investment Management Ltd | 39,950 | $11.4M | 3.92% | +15,750+65.1% | Added |
| Public Employees Retirement System of Ohio | 40,125 | $11.5M | 0.04% | −2,470−5.8% | Reduced |
| Kames Capital plc | 40,113 | $11.5M | 0.15% | +40,113 | New |
| Commerce Bank | 40,710 | $11.6M | 0.07% | −14,588−26.4% | Reduced |
| State of New Jersey Common Pension Fund D | 41,342 | $11.8M | 0.05% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 41,747 | $11.9M | 1.45% | +48+0.1% | Added |
| Core Wealth Partners LLC | 42,045 | $12.0M | 6.89% | −85−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,130 | $12.0M | 0.01% | −3,089−6.8% | Reduced |
| Tenere Capital LLC | 42,400 | $12.1M | 3.21% | +42,400 | New |
| Abn Amro Investment Solutions | 43,621 | $12.5M | 0.23% | −4,191−8.8% | Reduced |
| Heron Bay Capital Management | 43,749 | $12.5M | 2.61% | −42−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 43,879 | $12.5M | 0.09% | +33,376+317.8% | Added |
| AMF Pensionsforsakring AB | 44,517 | $12.7M | 0.09% | +3,726+9.1% | Added |
| Grandfield & Dodd, LLC | 44,576 | $12.7M | 0.79% | +1,766+4.1% | Added |
| Keybank National Association | 44,693 | $12.8M | 0.05% | −515−1.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 44,702 | $12.8M | 0.09% | +700+1.6% | Added |
| Kempen Capital Management N.V. | 45,008 | $12.9M | 0.13% | −2,507−5.3% | Reduced |
| Broderick Brian C | 45,033 | $12.9M | 2.52% | +1,510+3.5% | Added |
| Comerica Bank | 45,727 | $13.1M | 0.05% | −432−0.9% | Reduced |
| LMCG Investments, LLC | 46,022 | $13.2M | 0.81% | −992−2.1% | Reduced |
| South State Corp. | 46,175 | $13.2M | 0.86% | −509−1.1% | Reduced |
| Rodgers Brothers Inc. | 46,293 | $13.2M | 1.73% | +913+2.0% | Added |
| Asset Management One Co.,Ltd. | 45,742 | $13.3M | 0.05% | +1,046+2.3% | Added |
| Madison Asset Management, LLC | 47,812 | $13.7M | 0.15% | +47,812 | New |
| Madison Investment Advisors, LLC | 47,812 | $13.7M | 0.15% | +47,812 | New |
| Cabot Wealth Management Inc | 47,831 | $13.7M | 1.74% | +2,022+4.4% | Added |
| Peapack Gladstone Financial Corp | 47,839 | $13.7M | 0.20% | −1,470−3.0% | Reduced |
| DnB Asset Management AS | 48,200 | $13.8M | 0.06% | +17,336+56.2% | Added |
| Thematics Asset Management | 48,251 | $13.8M | 0.60% | −10,007−17.2% | Reduced |
| Man Group plc | 48,516 | $13.9M | 0.04% | −11,737−19.5% | Reduced |
| Royal London Asset Management Ltd | 48,567 | $13.9M | 0.03% | +1,452+3.1% | Added |
| GHP Investment Advisors, Inc. | 48,816 | $14.0M | 0.65% | +2,258+4.8% | Added |
| Victory Capital Management Inc | 49,038 | $14.0M | 0.01% | +35+0.1% | Added |
| Two Sigma Investments, LP | 49,462 | $14.1M | 0.03% | −63,769−56.3% | Reduced |
| Toronto Dominion Bank | 50,382 | $14.4M | 0.03% | +11,269+28.8% | Added |
| TD Asset Management Inc | 51,143 | $14.6M | 0.01% | +445+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,412 | $14.7M | 0.04% | +78+0.2% | Added |
| Baird Financial Group, Inc. | 51,737 | $14.8M | 0.03% | +125+0.2% | Added |
| Treasurer of the State of North Carolina | 51,744 | $14.8M | 0.06% | +240+0.5% | Added |
| Baker Chad R | 51,850 | $14.8M | 2.90% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 51,877 | $14.8M | 0.03% | −11,971−18.7% | Reduced |
| North Star Asset Management Inc | 54,373 | $15.5M | 0.69% | −1,105−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 54,592 | $15.6M | 0.04% | +20,751+61.3% | Added |
| Oppenheimer & Co Inc | 55,283 | $15.8M | 0.24% | −1,332−2.4% | Reduced |
| Jane Street Group, LLC | 55,718 | $15.9M | 0.03% | +4,067+7.9% | Added |
| Williams Jones Wealth Management, LLC. | 55,771 | $15.9M | 0.19% | −2,015−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 55,990 | $16.0M | 0.04% | −3,921−6.5% | Reduced |
| Somerville Kurt F | 56,444 | $16.1M | 2.71% | −287−0.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 56,724 | $16.2M | 0.09% | +56,724 | New |
| Credit Agricole S A | 57,137 | $16.3M | 0.06% | +13,534+31.0% | Added |
| Mariner, LLC | 58,654 | $16.8M | 0.03% | −4,467−7.1% | Reduced |
| Eisler Capital Management Ltd. | 60,467 | $17.0M | 0.57% | +60,467 | New |
| Chevy Chase Trust Holdings, Inc. | 59,729 | $17.1M | 0.05% | −1,550−2.5% | Reduced |
| APG Asset Management N.V. | 62,200 | $17.2M | 0.05% | +34,351+123.3% | Added |
| Susquehanna International Group, LLP | 60,211 | $17.2M | 0.03% | +9,624+19.0% | Added |
| Voloridge Investment Management, LLC | 60,361 | $17.3M | 0.06% | −52,168−46.4% | Reduced |
| Prudential Financial Inc | 61,274 | $17.5M | 0.02% | −8,845−12.6% | Reduced |
| Exchange Traded Concepts, LLC | 62,156 | $17.8M | 0.36% | −7,907−11.3% | Reduced |
| Parnassus Investments | 62,471 | $17.9M | 0.04% | +62,471 | New |
| Philadelphia Trust Co | 63,222 | $18.1M | 1.33% | −3,046−4.6% | Reduced |
| Trillium Asset Management, LLC | 65,028 | $18.6M | 0.48% | −2,499−3.7% | Reduced |
| State of Wisconsin Investment Board | 66,760 | $19.1M | 0.05% | −4,071−5.7% | Reduced |
| Aviva PLC | 68,363 | $19.5M | 0.05% | +47,708+231.0% | Added |
| New York State Common Retirement Fund | 69,829 | $20.0M | 0.03% | −4,128−5.6% | Reduced |
| Granite Investment Partners, LLC | 72,326 | $20.7M | 0.89% | +19,755+37.6% | Added |
| Tocqueville Asset Management L.P. | 72,995 | $20.9M | 0.33% | +1,065+1.5% | Added |
| Verition Fund Management LLC | 74,115 | $21.2M | 0.11% | +58,098+362.7% | Added |
| Korea Investment CORP | 77,046 | $22.0M | 0.05% | +30,890+66.9% | Added |
| Boston Family Office LLC | 77,626 | $22.2M | 1.52% | −5,218−6.3% | Reduced |
| Handelsbanken Fonder AB | 78,359 | $22.4M | 0.09% | −141,808−64.4% | Reduced |