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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $14.3K | 0.01% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 50 | $14.3K | 0.01% | +50 | New |
| Pittenger & Anderson Inc | 51 | $14.6K | 0.00% | −24−32.0% | Reduced |
| Wolff Wiese Magana LLC | 51 | $14.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $15.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $15.1K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 54 | $15.5K | 0.00% | +54 | New |
| Albion Financial Group | 57 | $16.3K | 0.00% | +57 | New |
| West Paces Advisors Inc. | 58 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 62 | $17.7K | 0.00% | −3−4.6% | Reduced |
| Delta Asset Management LLC | 63 | $18.0K | 0.00% | −5−7.4% | Reduced |
| Game Plan Financial Advisors, LLC | 64 | $18.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $18.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 68 | $19.4K | 0.00% | +46+209.1% | Added |
| CNB Bank | 70 | $20.0K | 0.01% | −16−18.6% | Reduced |
| Essex Investment Management Co LLC | 70 | $20.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $20.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 71 | $20.3K | 0.00% | +42+144.8% | Added |
| Riverview Trust Co | 72 | $20.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $21.0K | 0.01% | −278−79.0% | Reduced |
| Wintrust Investments LLC | 74 | $21.0K | 0.02% | −44−37.3% | Reduced |
| Pinnacle Bancorp, Inc. | 74 | $21.1K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 74 | $21.1K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $21.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $22.0K | 0.00% | +6+8.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $22.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $22.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 83 | $23.7K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 84 | $24.0K | 0.00% | +19+29.2% | Added |
| GPS Wealth Strategies Group, LLC | 86 | $24.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $25.4K | 0.00% | +2+2.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $25.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 92 | $26.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 93 | $26.6K | 0.00% | +18+24.0% | Added |
| Pinnacle Financial Partners Inc | 100 | $26.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $27.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $28.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 104 | $29.7K | 0.02% | −696−87.0% | Reduced |
| Darwin Advisors, LLC | 105 | $30.0K | 0.01% | −23−18.0% | Reduced |
| Zions Bancorporation, N.A. | 107 | $30.6K | 0.00% | −57−34.8% | Reduced |
| Financial Perspectives, Inc | 112 | $32.0K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 120 | $34.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $34.3K | 0.01% | +120 | New |
| Bank of Jackson Hole Trust | 120 | $34.3K | 0.02% | +120 | New |
| SBI Securities Co., Ltd. | 121 | $34.6K | 0.00% | +121 | New |
| Sachetta, LLC | 122 | $35.0K | 0.01% | +4+3.4% | Added |
| IAG Wealth Partners, LLC | 124 | $35.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $35.7K | 0.02% | +18+16.8% | Added |
| Parvin Asset Management, LLC | 125 | $35.7K | 0.04% | +125 | New |
| Strategic Investment Solutions, Inc. | 129 | $36.9K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 130 | $37.2K | 0.03% | −20−13.3% | Reduced |
| Flagship Wealth Advisors, LLC | 133 | $38.0K | 0.02% | +133 | New |
| Godsey & Gibb Associates | 140 | $40.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 141 | $40.3K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 141 | $40.3K | 0.01% | +41+41.0% | Added |
| Eagle Bay Advisors LLC | 159 | $45.4K | 0.03% | −37−18.9% | Reduced |
| Accredited Wealth Management, LLC | 165 | $47.2K | 0.04% | +165 | New |
| Cassady Schiller Wealth Management, LLC | 167 | $47.7K | 0.02% | +7+4.4% | Added |
| Asset Planning,Inc | 173 | $49.4K | 0.04% | +173 | New |
| Monetary Management Group Inc | 175 | $50.0K | 0.01% | 00.0% | Unchanged |
| Motco | 182 | $52.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 183 | $52.3K | 0.03% | +183 | New |
| Bullock Wealth Management Group | 186 | $53.1K | 0.03% | −3−1.6% | Reduced |
| Natixis Investment Managers International | 186 | $53.2K | 0.00% | −117−38.6% | Reduced |
| TSFG, LLC | 191 | $54.0K | 0.01% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 201 | $56.0K | 0.00% | +101+101.0% | Added |
| Hemington Wealth Management | 199 | $56.0K | 0.01% | +22+12.4% | Added |
| SRS Capital Advisors, Inc. | 198 | $56.6K | 0.00% | +26+15.1% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $57.2K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $57.2K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 200 | $57.2K | 0.00% | +200 | New |
| GKV Capital Management Co., Inc. | 200 | $57.2K | 0.02% | +200 | New |
| Old Second National Bank of Aurora | 201 | $57.4K | 0.01% | +1+0.5% | Added |
| Rogco, LP | 205 | $58.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 212 | $60.6K | 0.01% | +16+8.2% | Added |
| Quent Capital, LLC | 218 | $62.3K | 0.01% | +18+9.0% | Added |
| Spire Wealth Management | 225 | $64.4K | 0.00% | −30−11.8% | Reduced |
| Breakwater Investment Management | 226 | $64.6K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 226 | $65.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 230 | $65.7K | 0.01% | +6+2.7% | Added |
| Independence Bank of Kentucky | 240 | $68.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $70.9K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $71.0K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 250 | $71.4K | 0.03% | −250−50.0% | Reduced |
| Wellington Shields Capital Management, LLC | 250 | $71.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $71.5K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 258 | $73.7K | 0.01% | +48+22.9% | Added |
| St Germain D J Co Inc | 262 | $74.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $74.9K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 267 | $76.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 274 | $78.3K | 0.00% | +274 | New |
| Keener Financial Planning LLC | 278 | $79.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 285 | $81.5K | 0.00% | −25−8.1% | Reduced |