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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 1,083 | $309.4K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,084 | $309.8K | 0.01% | −4−0.4% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $311.5K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,100 | $314.4K | 0.01% | −49−4.3% | Reduced |
| Cedar Point Capital Partners, LLC | 1,116 | $318.9K | 0.22% | +255+29.6% | Added |
| Principal Securities, Inc. | 1,117 | $319.2K | 0.01% | +182+19.5% | Added |
| Summit X, LLC | 1,118 | $319.5K | 0.07% | +2+0.2% | Added |
| Tealwood Asset Management Inc | 1,120 | $320.0K | 0.13% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $322.7K | 0.14% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,063 | $322.9K | 0.06% | −59−5.3% | Reduced |
| Sonora Investment Management Group, LLC | 1,130 | $322.9K | 0.02% | +113+11.1% | Added |
| Vicus Capital | 1,136 | $324.8K | 0.03% | +4+0.4% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $325.2K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,140 | $325.7K | 0.01% | −86−7.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,144 | $326.9K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,149 | $328.0K | 0.25% | +5+0.4% | Added |
| Strategic Financial Concepts, LLC | 1,148 | $328.2K | 0.06% | +1,148 | New |
| Mattson Financial Services, LLC | 1,224 | $328.6K | 0.10% | +1,200+5,000.0% | Added |
| Richards, Merrill & Peterson, Inc. | 1,151 | $329.0K | 0.17% | +1,151 | New |
| Clarius Group, LLC | 1,159 | $331.2K | 0.02% | −117−9.2% | Reduced |
| Capital Advisors Inc | 1,163 | $332.4K | 0.01% | −20−1.7% | Reduced |
| First Community Trust NA | 1,168 | $333.8K | 0.24% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,170 | $334.4K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,176 | $336.0K | 0.06% | −18−1.5% | Reduced |
| Cohen & Steers, Inc. | 1,174 | $336.0K | 0.00% | +178+17.9% | Added |
| Keel Point, LLC | 1,176 | $336.1K | 0.03% | +84+7.7% | Added |
| Banco BTG Pactual S.A. | 1,200 | $337.1K | 0.08% | +1,200 | New |
| Safeguard Investment Advisory Group, LLC | 1,181 | $337.6K | 0.09% | +2+0.2% | Added |
| Profund Advisors LLC | 1,198 | $342.4K | 0.01% | −182−13.2% | Reduced |
| Orrstown Financial Services Inc | 1,200 | $342.9K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $342.9K | 0.08% | +800+200.0% | Added |
| Tyche Wealth Partners LLC | 1,201 | $343.1K | 0.07% | +1+0.1% | Added |
| Skopos Labs, Inc. | 1,213 | $346.7K | 0.10% | +409+50.9% | Added |
| RMB Capital Management, LLC | 1,215 | $347.2K | 0.01% | −2,074−63.1% | Reduced |
| Fort Point Capital Partners LLC | 1,215 | $347.2K | 0.04% | −73−5.7% | Reduced |
| Madden Securities Corp | 1,215 | $347.2K | 0.14% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,216 | $347.5K | 0.02% | −913−42.9% | Reduced |
| FineMark National Bank & Trust | 1,220 | $348.7K | 0.01% | −127−9.4% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $349.5K | 0.26% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,223 | $349.5K | 0.00% | +479+64.4% | Added |
| Harbor Capital Advisors, Inc. | 1,225 | $350.0K | 0.02% | +30+2.5% | Added |
| Rehmann Capital Advisory Group | 1,227 | $350.7K | 0.02% | +52+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,229 | $351.2K | 0.02% | +76+6.6% | Added |
| Gradient Investments LLC | 1,230 | $351.5K | 0.01% | −24−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 1,230 | $351.6K | 0.01% | −155−11.2% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $357.0K | 0.13% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,250 | $357.2K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,252 | $357.8K | 0.01% | +1,252 | New |
| Monticello Wealth Management, LLC | 1,257 | $359.3K | 0.03% | −2−0.2% | Reduced |
| Cahill Financial Advisors Inc | 1,263 | $360.9K | 0.05% | −19−1.5% | Reduced |
| Shell Asset Management Co | 1,284 | $367.0K | 0.02% | −118−8.4% | Reduced |
| GTS Securities LLC | 1,295 | $370.1K | 0.02% | −470−26.6% | Reduced |
| Leonteq Securities AG | 1,296 | $370.4K | 0.04% | −712−35.5% | Reduced |
| Cullinan Associates Inc | 1,300 | $371.5K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $371.5K | 0.28% | 00.0% | Unchanged |
| Q Fund Management (Hong Kong) Ltd | 1,300 | $371.5K | 0.39% | +1,300 | New |
| SeaCrest Wealth Management, LLC | 1,301 | $371.7K | 0.04% | +355+37.5% | Added |
| AE Wealth Management LLC | 1,312 | $374.9K | 0.00% | +144+12.3% | Added |
| Elios Financial Group Inc. | 1,318 | $376.6K | 0.18% | +4+0.3% | Added |
| Edgestream Partners, L.P. | 1,320 | $377.2K | 0.02% | +1,320 | New |
| Hengehold Capital Management LLC | 1,340 | $382.9K | 0.04% | −19−1.4% | Reduced |
| Syon Capital LLC | 1,342 | $383.6K | 0.03% | +343+34.3% | Added |
| Lake Street Advisors Group, LLC | 1,351 | $386.0K | 0.02% | +39+3.0% | Added |
| Alpha Wealth Funds, LLC | 1,354 | $386.8K | 0.40% | +1,354 | New |
| Associated Banc-Corp | 1,354 | $387.0K | 0.01% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,360 | $388.7K | 0.07% | +1+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,366 | $390.5K | 0.29% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,369 | $391.1K | 0.06% | +10+0.7% | Added |
| Atomi Financial Group, Inc. | 1,372 | $392.2K | 0.02% | +262+23.6% | Added |
| Middleton & Co Inc | 1,375 | $393.0K | 0.04% | −100−6.8% | Reduced |
| West Wealth Group, LLC | 1,376 | $393.5K | 0.12% | +5+0.4% | Added |
| Evercore Wealth Management, LLC | 1,377 | $393.5K | 0.01% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,396 | $399.0K | 0.06% | −28−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 1,400 | $400.1K | 0.02% | +23+1.7% | Added |
| Costello Asset Management, INC | 1,400 | $400.1K | 0.26% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,456 | $402.0K | 0.31% | +4+0.3% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $403.0K | 0.28% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,416 | $404.8K | 0.03% | −12−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,417 | $405.0K | 0.18% | −1,046−42.5% | Reduced |
| IFP Advisors, Inc | 1,427 | $413.2K | 0.01% | −108−7.0% | Reduced |
| ProVise Management Group, LLC | 1,447 | $413.5K | 0.04% | −174−10.7% | Reduced |
| Harbour Investments, Inc. | 1,452 | $414.9K | 0.01% | −59−3.9% | Reduced |
| Cyrus J. Lawrence, LLC | 1,458 | $416.0K | 0.08% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,458 | $416.7K | 0.01% | +202+16.1% | Added |
| National Asset Management, Inc. | 1,459 | $417.0K | 0.01% | −181−11.0% | Reduced |
| Basepoint Wealth LLC | 1,462 | $417.9K | 0.33% | −15−1.0% | Reduced |
| Global Retirement Partners, LLC | 1,464 | $418.3K | 0.01% | +281+23.8% | Added |
| Smartleaf Asset Management LLC | 1,467 | $419.0K | 0.04% | +832+131.0% | Added |
| Checchi Capital Advisers, LLC | 1,468 | $419.6K | 0.03% | −18−1.2% | Reduced |
| Patron Partners Advisors, LLC | 1,470 | $420.1K | 0.23% | −19−1.3% | Reduced |
| Parallel Advisors, LLC | 1,470 | $420.2K | 0.01% | +101+7.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,475 | $421.5K | 0.01% | +1,475 | New |
| Great Valley Advisor Group, Inc. | 1,478 | $422.1K | 0.01% | −450−23.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,479 | $422.7K | 0.03% | +32+2.2% | Added |
| Johnson Investment Counsel Inc | 1,487 | $425.0K | 0.00% | +77+5.5% | Added |
| American National Bank | 1,488 | $425.3K | 0.05% | −3−0.2% | Reduced |
| FourThought Financial Partners, LLC | 1,488 | $425.5K | 0.04% | +1,488 | New |
| Westside Investment Management, Inc. | 1,500 | $428.7K | 0.09% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,500 | $428.7K | 0.46% | +1,500 | New |
| Cito Capital Group, LLC | 1,500 | $429.0K | 0.16% | 00.0% | Unchanged |