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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 1,158,161 | $331.0M | 0.08% | +29,350+2.6% | Added |
| Alliancebernstein L.P. | 1,287,731 | $368.0M | 0.12% | +651,116+102.3% | Added |
| Bank of America Corp | 1,312,954 | $375.2M | 0.03% | −111,652−7.8% | Reduced |
| Northern Trust Corp | 1,391,331 | $397.6M | 0.06% | +171,604+14.1% | Added |
| Invesco Ltd. | 1,417,323 | $405.1M | 0.07% | +53,287+3.9% | Added |
| Charles Schwab Investment Management Inc | 1,570,036 | $448.7M | 0.08% | +13,744+0.9% | Added |
| Goldman Sachs Group Inc | 1,628,009 | $465.3M | 0.09% | +420,520+34.8% | Added |
| Amundi | 2,073,594 | $580.1M | 0.20% | +430,498+26.2% | Added |
| UBS Group AG | 2,281,897 | $652.1M | 0.15% | +328,586+16.8% | Added |
| Morgan Stanley | 2,286,325 | $653.4M | 0.05% | +336,090+17.2% | Added |
| Lazard Asset Management LLC | 2,453,606 | $701.2M | 1.03% | −96,126−3.8% | Reduced |
| Geode Capital Management, LLC | 2,734,430 | $779.4M | 0.06% | +51,228+1.9% | Added |
| State Street Corp | 4,724,043 | $1.35B | 0.05% | +75,906+1.6% | Added |
| Price T Rowe Associates Inc | 7,115,280 | $2.03B | 0.23% | +432,934+6.5% | Added |
| BlackRock, Inc. | 8,629,021 | $2.47B | 0.05% | −427,979−4.7% | Reduced |
| Vanguard Group Inc | 13,876,530 | $3.97B | 0.07% | +81,079+0.6% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −225,134−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −112,568−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −71,780−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −46,333−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,588−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −32,680−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −21,466−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −21,450−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,509−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −17,657−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −15,969−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Robocap Asset Management Ltd | 0 | $0 | 0.00% | −12,887−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,048−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −9,705−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,636−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,186−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −7,177−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,709−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −5,458−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,021−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,223−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| BDF-Gestion | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −2,663−100.0% | Sold out |
| Renaissance Investment Group LLC | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Ruggaard & Associates LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |