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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 79,669 | $22.8M | 0.65% | −688−0.9% | Reduced |
| Canada Pension Plan Investment Board | 79,934 | $22.8M | 0.02% | +48,677+155.7% | Added |
| US Bancorp | 81,156 | $23.2M | 0.03% | −3,645−4.3% | Reduced |
| Storebrand Asset Management AS | 83,359 | $23.8M | 0.07% | +2,348+2.9% | Added |
| National Bank of Canada | 84,350 | $24.1M | 0.03% | −24,999−22.9% | Reduced |
| Davis R M Inc | 86,988 | $24.9M | 0.49% | +1,520+1.8% | Added |
| London & Capital Asset Management Ltd | 88,640 | $25.3M | 2.16% | −44,628−33.5% | Reduced |
| EP Wealth Advisors, LLC | 89,045 | $25.4M | 0.21% | +1,500+1.7% | Added |
| The PNC Financial Services Group, Inc. | 90,402 | $25.8M | 0.02% | +363+0.4% | Added |
| New York State Teachers Retirement System | 92,873 | $26.5M | 0.06% | −3,559−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 95,242 | $27.2M | 0.02% | +16,090+20.3% | Added |
| Schonfeld Strategic Advisors LLC | 95,542 | $27.3M | 0.17% | +95,542 | New |
| Truist Financial Corp | 102,347 | $29.2M | 0.05% | +71,288+229.5% | Added |
| Two Sigma Advisers, LP | 103,000 | $29.4M | 0.07% | +35,700+53.0% | Added |
| HighTower Advisors, LLC | 105,584 | $30.2M | 0.04% | +70,638+202.1% | Added |
| Shellback Capital, LP | 105,888 | $30.3M | 2.08% | +105,888 | New |
| Gabelli Funds LLC | 106,437 | $30.4M | 0.23% | −4,925−4.4% | Reduced |
| Hemenway Trust Co LLC | 109,227 | $31.2M | 2.53% | +1,436+1.3% | Added |
| SEI Investments Co | 110,452 | $31.6M | 0.04% | +17,491+18.8% | Added |
| State Board of Administration of Florida Retirement System | 110,950 | $31.7M | 0.06% | +860+0.8% | Added |
| Commonwealth Equity Services, LLC | 113,345 | $32.4M | 0.05% | +721+0.6% | Added |
| Raymond James Financial Inc | 113,831 | $32.5M | 0.01% | +113,831 | New |
| Gamco Investors, Inc. Et Al | 119,495 | $34.2M | 0.36% | −2,046−1.7% | Reduced |
| CI Private Wealth, LLC | 124,059 | $35.5M | 0.06% | −14,947−10.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,733 | $36.2M | 0.07% | +126,733 | New |
| Agf Management Ltd | 132,401 | $37.8M | 0.19% | −121,047−47.8% | Reduced |
| National Pension Service | 139,716 | $39.9M | 0.04% | −167,122−54.5% | Reduced |
| HRT Financial LP | 141,412 | $40.4M | 0.21% | +63,243+80.9% | Added |
| California Public Employees Retirement System | 141,445 | $40.4M | 0.03% | −12,404−8.1% | Reduced |
| Bank of Montreal | 141,916 | $40.6M | 0.02% | −30,911−17.9% | Reduced |
| British Columbia Investment Management Corp | 144,915 | $41.4M | 0.25% | +66,608+85.1% | Added |
| Millennium Management LLC | 147,891 | $42.3M | 0.04% | −27,804−15.8% | Reduced |
| Swedbank AB | 149,986 | $42.9M | 0.05% | −199,513−57.1% | Reduced |
| LPL Financial LLC | 151,583 | $43.3M | 0.02% | +25,240+20.0% | Added |
| Barclays PLC | 152,354 | $43.5M | 0.02% | −78,738−34.1% | Reduced |
| Great West Life Assurance Co | 154,727 | $44.2M | 0.08% | +7,359+5.0% | Added |
| Pinebridge Investments, L.P. | 154,799 | $44.2M | 0.34% | +48,413+45.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $44.3M | 0.39% | 00.0% | Unchanged |
| Citigroup Inc | 157,514 | $45.0M | 0.04% | −31,481−16.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,853 | $45.1M | 0.11% | +3,166+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 160,000 | $45.7M | 0.10% | +160,000 | New |
| Waters Parkerson & Co., LLC | 166,890 | $47.7M | 2.51% | +1,458+0.9% | Added |
| Natixis Advisors, L.P. | 168,133 | $48.1M | 0.09% | +48,172+40.2% | Added |
| California State Teachers Retirement System | 170,379 | $48.7M | 0.06% | −6,193−3.5% | Reduced |
| Stephens Investment Management Group LLC | 179,503 | $51.3M | 0.69% | −2,637−1.4% | Reduced |
| Ameriprise Financial Inc | 184,981 | $52.9M | 0.01% | +16,564+9.8% | Added |
| BNP Paribas Arbitrage, SA | 188,006 | $53.7M | 0.04% | +38,763+26.0% | Added |
| Envestnet Asset Management Inc | 191,139 | $54.6M | 0.02% | +122,890+180.1% | Added |
| TimesSquare Capital Management, LLC | 194,575 | $55.6M | 0.81% | +16,775+9.4% | Added |
| Citadel Advisors LLC | 195,638 | $55.9M | 0.05% | −295,240−60.1% | Reduced |
| Birch Hill Investment Advisors LLC | 197,813 | $56.5M | 2.63% | −335−0.2% | Reduced |
| HSBC Holdings PLC | 199,091 | $56.9M | 0.04% | −2,960−1.5% | Reduced |
| Sterling Capital Management LLC | 199,952 | $57.1M | 0.78% | +181,166+964.4% | Added |
| Reynders McVeigh Capital Management, LLC | 201,739 | $57.7M | 3.03% | −460−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 206,463 | $59.0M | 0.34% | +39,633+23.8% | Added |
| Stifel Financial Corp | 206,868 | $59.1M | 0.06% | +9,867+5.0% | Added |
| Rhumbline Advisers | 210,854 | $60.3M | 0.05% | −5,429−2.5% | Reduced |
| Principal Financial Group Inc | 213,499 | $61.0M | 0.03% | +8,820+4.3% | Added |
| Huntington National Bank | 215,920 | $61.7M | 0.44% | +921+0.4% | Added |
| Ceredex Value Advisors LLC | 217,962 | $62.3M | 1.26% | +69,112+46.4% | Added |
| Westfield Capital Management Co LP | 221,350 | $63.3M | 0.28% | −7,709−3.4% | Reduced |
| UniSuper Management Pty Ltd | 243,383 | $69.6M | 0.50% | −5,352−2.2% | Reduced |
| Danske Bank A/S | 243,705 | $69.6M | 0.21% | +19,299+8.6% | Added |
| FMR LLC | 246,724 | $70.5M | 0.00% | +11,812+5.0% | Added |
| Nuveen Asset Management, LLC | 247,374 | $70.7M | 0.02% | −59,377−19.4% | Reduced |
| Wells Fargo & Company | 249,119 | $71.2M | 0.02% | +11,066+4.6% | Added |
| Royal Bank of Canada | 253,398 | $72.4M | 0.02% | +52,532+26.2% | Added |
| Primecap Management Co | 257,030 | $73.5M | 0.06% | −3,150−1.2% | Reduced |
| FIL Ltd | 265,307 | $75.8M | 0.07% | +45,862+20.9% | Added |
| Saturna Capital CORP | 301,300 | $86.1M | 1.17% | 00.0% | Unchanged |
| Blair William & Co | 310,926 | $88.9M | 0.26% | −9,116−2.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 323,410 | $91.5M | 0.09% | +23,310+7.8% | Added |
| Swiss National Bank | 320,500 | $91.6M | 0.06% | −17,900−5.3% | Reduced |
| Quilter Plc | 331,887 | $94.8M | 1.87% | +19,818+6.4% | Added |
| JPMorgan Chase & Co | 332,134 | $94.9M | 0.01% | −237,106−41.7% | Reduced |
| King Luther Capital Management Corp | 378,287 | $108.1M | 0.47% | −63,661−14.4% | Reduced |
| Davenport & Co LLC | 408,336 | $116.7M | 0.68% | +88,962+27.9% | Added |
| Adage Capital Partners GP, L.L.C. | 416,893 | $119.1M | 0.21% | +309,893+289.6% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $119.4M | 0.22% | 00.0% | Unchanged |
| Mairs & Power Inc | 418,809 | $119.7M | 1.16% | +4,461+1.1% | Added |
| Deutsche Bank AG | 452,447 | $129.3M | 0.05% | +78,773+21.1% | Added |
| Nordea Investment Management AB | 462,537 | $132.6M | 0.14% | +25,882+5.9% | Added |
| Neuberger Berman Group LLC | 488,166 | $139.5M | 0.11% | +400,384+456.1% | Added |
| Thrivent Financial for Lutherans | 514,690 | $147.1M | 0.29% | +106,257+26.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 481,107 | $148.1M | 0.46% | +31,944+7.1% | Added |
| Franklin Resources Inc | 567,447 | $162.2M | 0.05% | −25,721−4.3% | Reduced |
| Ninety One UK Ltd | 572,925 | $163.7M | 0.44% | −140,548−19.7% | Reduced |
| Pictet Asset Management Holding SA | 611,398 | $174.7M | 0.19% | −112,111−15.5% | Reduced |
| Harding Loevner LP | 627,067 | $179.2M | 1.21% | −117,346−15.8% | Reduced |
| Wellington Management Group LLP | 675,487 | $193.0M | 0.04% | +674,698+85,513.1% | Added |
| Fisher Asset Management, LLC | 689,929 | $197.2M | 0.08% | +19,912+3.0% | Added |
| Legal & General Group Plc | 713,282 | $203.8M | 0.05% | −30,579−4.1% | Reduced |
| Bank of New York Mellon Corp | 774,381 | $221.3M | 0.04% | −40,835−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 834,622 | $238.5M | 0.50% | +34,098+4.3% | Added |
| Dimensional Fund Advisors LP | 850,726 | $243.1M | 0.06% | +35,578+4.4% | Added |
| Champlain Investment Partners, LLC | 854,672 | $244.3M | 1.55% | +16,065+1.9% | Added |
| Voya Investment Management LLC | 935,726 | $267.4M | 0.28% | +339,480+56.9% | Added |
| Norges Bank | 994,355 | $284.2M | 0.04% | −24,652−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,008,209 | $288.1M | 0.19% | +21,360+2.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,032,275 | $295.2M | 1.56% | −60,900−5.6% | Reduced |