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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 809 | $231.2K | 0.01% | −83−9.3% | Reduced |
| Penserra Capital Management LLC | 817 | $232.0K | 0.00% | +271+49.6% | Added |
| Impact Partnership Wealth, LLC | 816 | $233.1K | 0.05% | +816 | New |
| Eagle Global Advisors LLC | 823 | $235.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 824 | $235.5K | 0.01% | +223+37.1% | Added |
| Foguth Wealth Management, LLC. | 817 | $235.5K | 0.06% | −13−1.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 830 | $237.2K | 0.03% | +830 | New |
| Foster Group, Inc. | 839 | $239.8K | 0.01% | −1−0.1% | Reduced |
| Carr Financial Group Corp | 841 | $240.3K | 0.08% | +4+0.5% | Added |
| Accredited Investors Inc. | 843 | $240.9K | 0.01% | −10−1.2% | Reduced |
| Welch & Forbes LLC | 843 | $240.9K | 0.00% | +843 | New |
| Raiffeisen Bank International AG | 845 | $241.4K | 0.00% | +845 | New |
| Chilton Investment Co LLC | 846 | $241.8K | 0.01% | +846 | New |
| Professional Advisory Services Inc | 850 | $243.0K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 859 | $245.5K | 0.16% | +58+7.2% | Added |
| Callan Family Office, LLC | 861 | $246.1K | 0.02% | +861 | New |
| Paragon Private Wealth Management, LLC | 863 | $246.6K | 0.11% | −59−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 864 | $246.9K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 864 | $246.9K | 0.09% | +864 | New |
| Beacon Investment Advisory Services, Inc. | 867 | $247.8K | 0.01% | −314−26.6% | Reduced |
| First Business Financial Services, Inc. | 867 | $247.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 867 | $247.8K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 868 | $248.1K | 0.00% | +868 | New |
| Key Financial Inc | 869 | $248.4K | 0.06% | 00.0% | Unchanged |
| ERn Financial, LLC | 873 | $249.5K | 0.04% | +1+0.1% | Added |
| Fiduciary Alliance LLC | 873 | $249.5K | 0.03% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 881 | $251.8K | 0.05% | +4+0.5% | Added |
| Vise Technologies, Inc. | 883 | $252.4K | 0.02% | +883 | New |
| Fieldview Capital Management, LLC | 884 | $252.6K | 0.04% | +884 | New |
| Aviso Financial Inc. | 886 | $253.2K | 0.01% | −43−4.6% | Reduced |
| Legacy Advisors, LLC | 889 | $254.1K | 0.02% | +889 | New |
| Fragasso Group Inc. | 889 | $254.1K | 0.02% | +9+1.0% | Added |
| AdvisorNet Financial, Inc | 891 | $254.6K | 0.02% | −247−21.7% | Reduced |
| Private Management Group Inc | 891 | $254.6K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 893 | $255.2K | 0.06% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 900 | $257.2K | 0.10% | 00.0% | Unchanged |
| Smart Money Group LLC | 900 | $257.3K | 0.09% | +4+0.4% | Added |
| Conning Inc. | 901 | $257.5K | 0.01% | −26−2.8% | Reduced |
| Diligent Investors, LLC | 909 | $259.7K | 0.06% | +2+0.2% | Added |
| Hudock, Inc. | 910 | $260.3K | 0.05% | +1+0.1% | Added |
| Caldwell Trust Co | 917 | $262.1K | 0.03% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $262.4K | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 920 | $262.9K | 0.02% | +80+9.5% | Added |
| Chelsea Counsel Co | 922 | $263.5K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 937 | $267.8K | 0.04% | −302−24.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 942 | $269.3K | 0.07% | −1,252−57.1% | Reduced |
| Signal Advisors Wealth, LLC | 946 | $270.3K | 0.03% | +105+12.5% | Added |
| Marshall & Sullivan Inc | 950 | $271.5K | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 954 | $272.6K | 0.01% | −204−17.6% | Reduced |
| Tradition Wealth Management, LLC | 960 | $274.3K | 0.02% | +4+0.4% | Added |
| KLCM Advisors, Inc. | 966 | $276.1K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 969 | $276.9K | 0.01% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 972 | $277.7K | 0.07% | +4+0.4% | Added |
| Concurrent Investment Advisors, LLC | 974 | $278.4K | 0.01% | −11−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 976 | $278.9K | 0.00% | +976 | New |
| Modera Wealth Management, LLC | 977 | $279.3K | 0.00% | +35+3.7% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $280.6K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 983 | $280.8K | 0.01% | +983 | New |
| Dynamic Advisor Solutions LLC | 985 | $281.4K | 0.01% | −340−25.7% | Reduced |
| ABLE Financial Group, LLC | 989 | $282.6K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 990 | $282.9K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 995 | $284.4K | 0.08% | +32+3.3% | Added |
| BKM Wealth Management, LLC | 998 | $285.2K | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $285.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $285.8K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $285.8K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $285.8K | 0.03% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,000 | $285.8K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,000 | $286.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,004 | $286.9K | 0.04% | −1−0.1% | Reduced |
| FMB Wealth Management | 1,004 | $286.9K | 0.16% | +2+0.2% | Added |
| Kooman & Associates | 1,006 | $287.5K | 0.10% | +1+0.1% | Added |
| Certified Advisory Corp | 1,008 | $288.1K | 0.03% | −4−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 1,008 | $288.1K | 0.03% | −3−0.3% | Reduced |
| Bokf, NA | 1,057 | $289.0K | 0.00% | +2+0.2% | Added |
| Kickstand Ventures, LLC. | 1,016 | $290.4K | 0.07% | −23−2.2% | Reduced |
| Verity & Verity, LLC | 1,017 | $290.6K | 0.03% | +1,017 | New |
| Chilton Capital Management LLC | 1,018 | $290.9K | 0.01% | +64+6.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,021 | $291.8K | 0.02% | −109−9.6% | Reduced |
| Parsons Capital Management Inc | 1,022 | $292.1K | 0.02% | −50−4.7% | Reduced |
| Nemes Rush Group LLC | 1,024 | $292.7K | 0.04% | −896−46.7% | Reduced |
| WMS Partners, LLC | 1,027 | $293.5K | 0.02% | +24+2.4% | Added |
| Farther Finance Advisors, LLC | 1,029 | $294.0K | 0.01% | −494−32.4% | Reduced |
| BSW Wealth Partners | 1,029 | $294.0K | 0.04% | +108+11.7% | Added |
| Simmons Bank | 1,031 | $294.6K | 0.02% | −10−1.0% | Reduced |
| Hilltop Holdings Inc. | 1,034 | $295.3K | 0.02% | +227+28.1% | Added |
| Pitcairn Co | 1,034 | $295.5K | 0.02% | +10+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,044 | $298.4K | 0.00% | +63+6.4% | Added |
| Plancorp, LLC | 1,049 | $299.8K | 0.01% | +21+2.0% | Added |
| Carnegie Lake Advisors LLC | 1,048 | $300.0K | 0.12% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,050 | $300.1K | 0.05% | +9+0.9% | Added |
| Grange Capital, LLC | 1,050 | $300.1K | 0.31% | +1,050 | New |
| Kelly Financial Services LLC | 1,050 | $300.2K | 0.11% | +63+6.4% | Added |
| We Are One Seven, LLC | 1,053 | $301.0K | 0.01% | +1,053 | New |
| Castle Rock Wealth Management, LLC | 1,023 | $301.2K | 0.07% | −1−0.1% | Reduced |
| Jacobi Capital Management LLC | 1,056 | $301.9K | 0.02% | −2−0.2% | Reduced |
| Teacher Retirement System of Texas | 1,063 | $304.0K | 0.00% | +299+39.1% | Added |
| 1776 Wealth LLC | 1,068 | $305.2K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,074 | $306.9K | 0.00% | +71+7.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,082 | $309.1K | 0.19% | +40+3.8% | Added |