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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 1,507 | $430.7K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,562 | $432.7K | 0.15% | −109−6.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,514 | $432.7K | 0.09% | −2−0.1% | Reduced |
| TD Private Client Wealth LLC | 1,525 | $435.8K | 0.01% | +382+33.4% | Added |
| Atlantic Trust, LLC | 1,526 | $436.1K | 0.09% | +1,526 | New |
| Resources Management Corp | 1,528 | $437.0K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,551 | $443.3K | 0.01% | +12+0.8% | Added |
| Ossiam | 1,560 | $445.8K | 0.01% | +1,292+482.1% | Added |
| Mirabella Financial Services LLP | 1,580 | $451.5K | 0.04% | +1,580 | New |
| Pure Financial Advisors, Inc. | 1,584 | $452.8K | 0.01% | −24−1.5% | Reduced |
| Annex Advisory Services, LLC | 1,594 | $455.5K | 0.01% | −87−5.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $457.3K | 0.14% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,600 | $457.3K | 0.22% | +1,600 | New |
| Watershed Private Wealth LLC | 1,619 | $462.7K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,622 | $463.6K | 0.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,637 | $467.8K | 0.23% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,619 | $470.7K | 0.07% | −2,350−59.2% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $471.0K | 0.33% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,655 | $473.0K | 0.06% | −9−0.5% | Reduced |
| 1st Source Bank | 1,657 | $473.6K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,667 | $476.4K | 0.06% | +1,667 | New |
| Cambiar Investors LLC | 1,673 | $478.1K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 1,729 | $478.9K | 0.07% | +1,729 | New |
| Regency Capital Management Inc. | 1,680 | $480.1K | 0.26% | +80+5.0% | Added |
| Hunter Associates Investment Management LLC | 1,680 | $481.0K | 0.07% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,691 | $483.3K | 0.03% | −114−6.3% | Reduced |
| Trust Co of Vermont | 1,701 | $486.1K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,707 | $487.8K | 0.35% | 00.0% | Unchanged |
| Navalign, LLC | 1,707 | $487.9K | 0.14% | +7+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,709 | $488.6K | 0.03% | +24+1.4% | Added |
| Cottage Street Advisors LLC | 1,713 | $489.5K | 0.25% | −19−1.1% | Reduced |
| Burford Brothers, Inc. | 1,741 | $497.6K | 0.24% | +1,741 | New |
| Hoey Investments, Inc | 1,744 | $498.4K | 0.08% | −479−21.5% | Reduced |
| Anb Bank | 1,745 | $498.7K | 0.22% | +1,745 | New |
| Argonautica Private Wealth Management, Inc | 1,754 | $501.3K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 1,759 | $502.7K | 0.06% | −10−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,766 | $504.7K | 0.02% | −35−1.9% | Reduced |
| Snowden Capital Advisors LLC | 1,792 | $512.1K | 0.02% | +9+0.5% | Added |
| Chatham Capital Group, Inc. | 1,794 | $512.7K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,800 | $514.4K | 0.06% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,818 | $519.3K | 0.41% | −3−0.2% | Reduced |
| Stonegate Investment Group, LLC | 1,817 | $519.3K | 0.01% | −911−33.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,834 | $524.2K | 0.01% | −96−5.0% | Reduced |
| Natixis | 1,853 | $529.6K | 0.00% | +1,853 | New |
| Intech Investment Management LLC | 1,863 | $532.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,865 | $532.9K | 0.03% | +10+0.5% | Added |
| Moors & Cabot, Inc. | 1,865 | $533.0K | 0.03% | −158−7.8% | Reduced |
| Groupe la Francaise | 1,850 | $533.9K | 0.01% | +1,850 | New |
| Pine Haven Investment Counsel, Inc | 1,883 | $538.1K | 0.44% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,884 | $538.4K | 0.07% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,885 | $538.8K | 0.10% | +1,885 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,889 | $539.6K | 0.37% | +1,889 | New |
| Bryn Mawr Trust Co | 1,893 | $541.0K | 0.01% | +163+9.4% | Added |
| Whittier Trust Co | 1,896 | $541.8K | 0.01% | +35+1.9% | Added |
| Argent Advisors, Inc. | 1,900 | $543.0K | 0.20% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,900 | $543.0K | 0.31% | +213+12.6% | Added |
| Ballentine Partners, LLC | 1,907 | $545.0K | 0.01% | +330+20.9% | Added |
| Laurion Capital Management LP | 1,911 | $546.1K | 0.03% | +1,911 | New |
| J.W. Cole Advisors, Inc. | 1,916 | $547.6K | 0.02% | +18+0.9% | Added |
| Capital Investment Advisors, LLC | 1,931 | $551.9K | 0.01% | −81−4.0% | Reduced |
| TigerOak Management, L.L.C. | 1,931 | $551.9K | 0.20% | +1,931 | New |
| Vestcor Inc | 1,931 | $552.0K | 0.02% | −3−0.2% | Reduced |
| Claret Asset Management Corp | 1,933 | $552.0K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,939 | $553.9K | 0.01% | −165−7.8% | Reduced |
| KG&L Capital Management,LLC | 1,951 | $557.6K | 0.18% | −390−16.7% | Reduced |
| S.E.E.D. Planning Group LLC | 1,957 | $559.2K | 0.19% | −5−0.3% | Reduced |
| Focus Financial Network, Inc. | 1,967 | $562.2K | 0.02% | +91+4.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,980 | $565.9K | 0.05% | −5,537−73.7% | Reduced |
| Strong Tower Advisory Services | 1,981 | $566.3K | 0.15% | +122+6.6% | Added |
| Capstone Investment Advisors, LLC | 1,987 | $567.9K | 0.01% | −2,352−54.2% | Reduced |
| Equitable Holdings, Inc. | 1,990 | $568.7K | 0.01% | +1,078+118.2% | Added |
| Ellenbecker Investment Group | 1,990 | $569.0K | 0.10% | +5+0.3% | Added |
| Drake & Associates, LLC | 2,121 | $569.4K | 0.16% | +10+0.5% | Added |
| HBK Sorce Advisory LLC | 2,002 | $572.1K | 0.02% | −58−2.8% | Reduced |
| Ieq Capital, LLC | 2,003 | $572.3K | 0.01% | −3,953−66.4% | Reduced |
| PFG Investments, LLC | 2,013 | $575.4K | 0.04% | −58−2.8% | Reduced |
| Dakota Wealth Management | 2,019 | $577.0K | 0.01% | −26−1.3% | Reduced |
| LRI Investments, LLC | 2,026 | $579.1K | 0.06% | +6+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,911 | $580.0K | 0.10% | +1,552+46.2% | Added |
| MTM Investment Management, LLC | 2,043 | $583.9K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,045 | $584.4K | 0.01% | +9+0.4% | Added |
| Hager Investment Management Services, LLC | 2,063 | $589.6K | 0.37% | +2,063 | New |
| Grimes & Company, Inc. | 2,075 | $593.0K | 0.02% | −39−1.8% | Reduced |
| WJ Wealth Management, LLC | 2,080 | $594.4K | 0.20% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,084 | $595.5K | 0.22% | −10−0.5% | Reduced |
| Davis Investment Partners, LLC | 2,185 | $597.4K | 0.25% | −130−5.6% | Reduced |
| Verus Capital Partners, LLC | 2,092 | $597.9K | 0.06% | +55+2.7% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $600.0K | 0.04% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $600.2K | 0.22% | 00.0% | Unchanged |
| Everett Harris & Co | 2,100 | $600.2K | 0.01% | +500+31.3% | Added |
| GLOBALT Investments LLC | 2,118 | $605.3K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,155 | $605.5K | 0.02% | −132−5.8% | Reduced |
| Kingsview Wealth Management, LLC | 2,127 | $607.9K | 0.01% | +23+1.1% | Added |
| Point72 (DIFC) Ltd | 2,147 | $613.6K | 0.06% | −3,999−65.1% | Reduced |
| First Citizens Bank & Trust Co | 2,149 | $614.2K | 0.01% | −95−4.2% | Reduced |
| Atria Investments LLC | 2,163 | $618.3K | 0.01% | +874+67.8% | Added |
| Aptus Capital Advisors, LLC | 2,188 | $625.2K | 0.01% | +288+15.2% | Added |
| Finivi Inc. | 2,209 | $631.3K | 0.50% | +2,209 | New |
| Evergreen Capital Management LLC | 2,214 | $632.7K | 0.02% | −6−0.3% | Reduced |
| Hoge Financial Services, LLC | 2,215 | $633.0K | 0.46% | −16−0.7% | Reduced |