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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 287 | $82.0K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $84.0K | 0.02% | −10−3.3% | Reduced |
| Group One Trading, L.P. | 300 | $85.7K | 0.00% | +300 | New |
| Murphy & Mullick Capital Management Corp | 311 | $88.9K | 0.08% | +311 | New |
| Modus Advisors, LLC | 316 | $90.3K | 0.03% | +316 | New |
| Cromwell Holdings LLC | 323 | $92.3K | 0.05% | −44−12.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 329 | $94.0K | 0.01% | +94+40.0% | Added |
| Tobam | 334 | $95.0K | 0.03% | −76−18.5% | Reduced |
| First Command Advisory Services, Inc. | 343 | $98.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 353 | $100.0K | 0.10% | +353 | New |
| Capital A Wealth Management, LLC | 359 | $102.6K | 0.17% | +359 | New |
| Asset Dedication, LLC | 361 | $103.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $103.7K | 0.00% | −7−1.9% | Reduced |
| Maj Invest Holding A/S | 400 | $114.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $114.3K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 417 | $119.2K | 0.03% | +3+0.7% | Added |
| Sentry Investment Management LLC | 427 | $122.0K | 0.06% | −70−14.1% | Reduced |
| Stephenson National Bank & Trust | 431 | $123.2K | 0.04% | +431 | New |
| Beacon Capital Management, LLC | 431 | $123.2K | 0.02% | −6−1.4% | Reduced |
| Crews Bank & Trust | 435 | $124.3K | 0.02% | +435 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 439 | $125.7K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 442 | $126.3K | 0.02% | +442 | New |
| S&T Bank | 450 | $128.6K | 0.04% | +450 | New |
| Valley National Advisers Inc | 460 | $131.0K | 0.02% | +1+0.2% | Added |
| AlphaMark Advisors, LLC | 460 | $131.0K | 0.06% | +1+0.2% | Added |
| Westpac Banking Corp | 462 | $132.0K | 0.01% | +462 | New |
| Colonial Trust Co | 473 | $135.2K | 0.02% | +107+29.2% | Added |
| CoreCap Advisors, LLC | 493 | $140.9K | 0.01% | +63+14.7% | Added |
| Coastline Trust Co | 500 | $142.9K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 505 | $144.0K | 0.40% | +505 | New |
| City Holding Co | 520 | $148.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 532 | $151.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 541 | $154.6K | 0.00% | +29+5.7% | Added |
| Tompkins Financial Corp | 541 | $154.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 546 | $156.0K | 0.00% | +259+90.2% | Added |
| TFC Financial Management | 546 | $156.0K | 0.02% | −235−30.1% | Reduced |
| Banque de Luxembourg S.A. | 547 | $157.0K | 0.08% | +547 | New |
| Rothschild Investment LLC | 551 | $157.5K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 553 | $157.9K | 0.03% | +553 | New |
| Acadian Asset Management LLC | 563 | $160.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 571 | $163.0K | 0.01% | +5+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 585 | $167.2K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 598 | $170.9K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 604 | $172.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 613 | $175.2K | 0.02% | +66+12.1% | Added |
| VSM Wealth Advisory, LLC | 623 | $178.1K | 0.06% | +623 | New |
| NBT Bank N A | 638 | $182.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 646 | $185.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 654 | $186.9K | 0.00% | −60−8.4% | Reduced |
| Lindbrook Capital, LLC | 673 | $192.3K | 0.02% | −26−3.7% | Reduced |
| Sunbelt Securities, Inc. | 695 | $198.6K | 0.02% | +1+0.1% | Added |
| Professional Financial Advisors, LLC | 700 | $200.1K | 0.05% | +700 | New |
| JFS Wealth Advisors, LLC | 701 | $200.3K | 0.01% | −49−6.5% | Reduced |
| Per Stirling Capital Management, LLC. | 709 | $202.6K | 0.03% | +709 | New |
| Campbell Wealth Management | 711 | $203.0K | 0.02% | +711 | New |
| Mather Group, LLC. | 711 | $203.2K | 0.00% | +4+0.6% | Added |
| Ironwood Investment Counsel, LLC | 714 | $204.2K | 0.03% | −196−21.5% | Reduced |
| Hills Bank & Trust Co | 717 | $204.9K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 719 | $205.4K | 0.01% | −78−9.8% | Reduced |
| Founders Financial Alliance, LLC | 720 | $205.8K | 0.06% | +720 | New |
| Merriman Wealth Management, LLC | 721 | $206.1K | 0.01% | +721 | New |
| Enterprise Bank & Trust Co | 721 | $206.1K | 0.07% | +721 | New |
| Chicago Trust Co NA | 725 | $207.2K | 0.04% | −280−27.9% | Reduced |
| City State Bank | 730 | $208.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 733 | $209.5K | 0.02% | −12−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 734 | $209.8K | 0.02% | +734 | New |
| Cary Street Partners Financial LLC | 739 | $211.2K | 0.01% | +739 | New |
| J.Safra Asset Management Corp | 740 | $211.4K | 0.02% | 00.0% | Unchanged |
| BetterWealth, LLC | 740 | $211.5K | 0.06% | +740 | New |
| Howard Capital Management Inc. | 743 | $212.3K | 0.00% | +743 | New |
| Savvy Advisors, Inc. | 745 | $212.9K | 0.03% | +745 | New |
| Headinvest, LLC | 750 | $214.3K | 0.04% | −55−6.8% | Reduced |
| Maple Capital Management, Inc. | 750 | $214.3K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 752 | $214.9K | 0.09% | +752 | New |
| Andina Capital Management, LLC | 753 | $215.1K | 0.18% | −325−30.1% | Reduced |
| Cobblestone Capital Advisors LLC | 753 | $215.2K | 0.01% | −82−9.8% | Reduced |
| Congress Wealth Management LLC | 754 | $215.8K | 0.00% | +754 | New |
| Howe & Rusling Inc | 757 | $216.3K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 760 | $217.2K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 760 | $217.3K | 0.02% | +760 | New |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $217.8K | 0.01% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 764 | $218.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 768 | $219.5K | 0.02% | −171−18.2% | Reduced |
| Forum Financial Management, LP | 771 | $220.3K | 0.00% | +771 | New |
| Leavell Investment Management, Inc. | 772 | $220.7K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 776 | $221.8K | 0.18% | +776 | New |
| Sapient Capital LLC | 781 | $223.2K | 0.00% | −1−0.1% | Reduced |
| Panagora Asset Management Inc | 782 | $223.5K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 782 | $223.5K | 0.02% | −1−0.1% | Reduced |
| Empower Advisory Group, LLC | 784 | $224.1K | 0.00% | −163−17.2% | Reduced |
| Busey Wealth Management | 787 | $224.9K | 0.01% | +4+0.5% | Added |
| Chemung Canal Trust Co | 788 | $225.2K | 0.05% | −79−9.1% | Reduced |
| Catalina Capital Group, LLC | 793 | $226.6K | 0.07% | +6+0.8% | Added |
| Strengthening Families & Communities, LLC | 795 | $227.0K | 0.13% | −2,414−75.2% | Reduced |
| Advance Capital Management, Inc. | 800 | $228.6K | 0.01% | −3−0.4% | Reduced |
| Citizens & Northern Corp | 800 | $228.6K | 0.06% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $228.6K | 0.07% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 800 | $228.6K | 0.03% | +1+0.1% | Added |
| Advisor OS, LLC | 803 | $229.6K | 0.03% | +803 | New |
| Fukoku Mutual Life Insurance Co | 804 | $229.8K | 0.02% | 00.0% | Unchanged |