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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
Aquatic Capital Management LLC0$00.00%−440−100.0%Sold out
Alta Advisers Ltd0$00.00%−400−100.0%Sold out
Northwest Financial Advisors0$00.00%−353−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−343−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−325−100.0%Sold out
State of Wyoming0$00.00%−230−100.0%Sold out
Magellan Asset Management Ltd0$00.00%−195−100.0%Sold out
IMA Wealth, Inc.0$00.00%−124−100.0%Sold out
Baldwin Brothers Inc0$00.00%−100−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−95−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−55−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−44−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−42−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−39−100.0%Sold out
Global X Japan Co., Ltd.0$00.00%−38−100.0%Sold out
Quarry LP0$00.00%−23−100.0%Sold out
Macroview Investment Management LLC0$00.00%−8−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−6−100.0%Sold out
Claris Advisors, LLC0$00.00%−4−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−2−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
SpiderRock Advisors, LLC––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Smithbridge Asset Management Inc––––Not filed
Garrison Asset Management, LLC––––Not filed
Jade Capital Advisors, LLC––––Not filed
Aquila Investment Management LLC––––Not filed
Argent Financial Group, Inc.––––Not filed
Brophy Wealth Management, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Inscription Capital, LLC––––Not filed
Kowal Investment Group, LLC––––Not filed
Pegasus Partners Ltd.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Fort, L.P.––––Not filed
First Personal Financial Services––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed