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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 2,230 | $637.3K | 0.17% | −150−6.3% | Reduced |
| Baldwin Investment Management, LLC | 2,231 | $637.6K | 0.08% | −239−9.7% | Reduced |
| Stiles Financial Services Inc | 2,252 | $643.5K | 0.23% | +7+0.3% | Added |
| CWM, LLC | 2,269 | $648.0K | 0.00% | −120−5.0% | Reduced |
| Coppell Advisory Solutions LLC | 2,294 | $655.2K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,332 | $666.6K | 0.05% | +1,141+95.8% | Added |
| Pensionmark Financial Group, LLC | 2,343 | $669.7K | 0.02% | +2,343 | New |
| Choate Investment Advisors | 2,344 | $669.9K | 0.02% | +82+3.6% | Added |
| GAMMA Investing LLC | 2,347 | $670.7K | 0.06% | +347+17.3% | Added |
| HM Payson & Co | 2,371 | $677.6K | 0.01% | −768−24.5% | Reduced |
| Acropolis Investment Management, LLC | 2,383 | $681.1K | 0.04% | −60−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,394 | $684.2K | 0.07% | +272+12.8% | Added |
| North Star Investment Management Corp. | 2,397 | $685.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,398 | $685.3K | 0.01% | +1,471+158.7% | Added |
| Evermay Wealth Management LLC | 2,406 | $687.6K | 0.10% | +164+7.3% | Added |
| Moran Wealth Management, LLC | 2,411 | $689.0K | 0.02% | +69+2.9% | Added |
| Bayesian Capital Management, LP | 2,421 | $691.9K | 0.08% | +1,606+197.1% | Added |
| Clearstead Advisors, LLC | 2,445 | $698.9K | 0.01% | −55−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,450 | $700.3K | 0.04% | +175+7.7% | Added |
| Washington Trust Co | 2,476 | $707.6K | 0.03% | +20+0.8% | Added |
| Signaturefd, LLC | 2,492 | $712.3K | 0.01% | +126+5.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,494 | $712.8K | 0.06% | +2,494 | New |
| Wedbush Securities Inc | 2,500 | $714.0K | 0.03% | +81+3.3% | Added |
| IHT Wealth Management, LLC | 2,500 | $714.5K | 0.02% | −460−15.5% | Reduced |
| AlphaCentric Advisors LLC | 2,500 | $714.5K | 0.71% | +250+11.1% | Added |
| Golden State Wealth Management, LLC | 2,500 | $714.5K | 0.11% | +2,500 | New |
| Kinneret Advisory, LLC | 2,501 | $714.8K | 0.07% | −117−4.5% | Reduced |
| Janney Capital Management LLC | 2,531 | $723.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,535 | $724.0K | 0.00% | −2,869−53.1% | Reduced |
| Ninety One SA (PTY) Ltd | 2,546 | $727.6K | 0.16% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 2,562 | $732.2K | 0.33% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,572 | $735.1K | 0.05% | −9−0.3% | Reduced |
| MONECO Advisors, LLC | 2,603 | $743.9K | 0.08% | +86+3.4% | Added |
| Moss Adams Wealth Advisors LLC | 2,610 | $745.8K | 0.08% | +382+17.1% | Added |
| Edge Capital Group, LLC | 2,611 | $746.2K | 0.03% | +5+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,612 | $746.5K | 0.01% | −1,293−33.1% | Reduced |
| Wetherby Asset Management Inc | 2,624 | $749.9K | 0.04% | −403−13.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,650 | $756.9K | 0.30% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,696 | $762.5K | 0.16% | +10.0% | Added |
| Cascade Financial Partners, LLC | 2,680 | $765.9K | 0.10% | −40−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $771.6K | 0.23% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,701 | $772.1K | 0.01% | −1,124−29.4% | Reduced |
| Agate Pass Investment Management, LLC | 2,705 | $773.1K | 0.35% | +2,705 | New |
| Mendel Money Management | 2,721 | $777.6K | 0.35% | +45+1.7% | Added |
| Wealthspire Advisors, LLC | 2,746 | $784.8K | 0.01% | +106+4.0% | Added |
| Merit Financial Group, LLC | 2,752 | $786.6K | 0.01% | +937+51.6% | Added |
| Boston Financial Mangement LLC | 2,754 | $787.1K | 0.02% | −36−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,759 | $788.5K | 0.06% | +19+0.7% | Added |
| Beaton Management Co. Inc. | 2,768 | $791.0K | 0.41% | −50−1.8% | Reduced |
| Fire Capital Management LLC | 2,771 | $791.9K | 0.59% | +2,771 | New |
| Flputnam Investment Management Co | 2,775 | $793.0K | 0.01% | −239−7.9% | Reduced |
| Sit Investment Associates Inc | 2,780 | $794.0K | 0.02% | −2,075−42.7% | Reduced |
| Marietta Investment Partners LLC | 2,791 | $797.6K | 0.18% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,800 | $800.2K | 0.64% | +2,800 | New |
| Evelyn Partners Investment Management LLP | 2,801 | $800.5K | 0.03% | +2,801 | New |
| Perigon Wealth Management, LLC | 2,877 | $808.2K | 0.02% | +94+3.4% | Added |
| Alyeska Investment Group, L.P. | 2,848 | $813.9K | 0.00% | −147,674−98.1% | Reduced |
| WR Wealth Planners, LLC | 2,860 | $817.4K | 0.26% | +429+17.6% | Added |
| Bessemer Group Inc | 2,886 | $824.0K | 0.00% | −97−3.3% | Reduced |
| Transatlantique Private Wealth LLC | 2,900 | $828.8K | 0.31% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,913 | $833.0K | 0.02% | +878+43.1% | Added |
| Western Wealth Management, LLC | 2,923 | $835.3K | 0.04% | +53+1.8% | Added |
| Wahed Invest LLC | 2,944 | $841.4K | 0.14% | +162+5.8% | Added |
| Massmutual Trust Co FSB | 2,951 | $843.4K | 0.02% | −30−1.0% | Reduced |
| CLG LLC | 2,951 | $843.4K | 0.30% | +2,951 | New |
| Rossmore Private Capital | 2,964 | $847.1K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,119 | $852.7K | 0.04% | +25+0.8% | Added |
| RBF Capital, LLC | 3,000 | $857.4K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,010 | $860.2K | 0.01% | −3,928−56.6% | Reduced |
| Nwam LLC | 3,017 | $862.2K | 0.05% | +1,973+189.0% | Added |
| Squarepoint Ops LLC | 3,032 | $866.5K | 0.00% | −47,510−94.0% | Reduced |
| Assetmark, Inc | 3,047 | $870.8K | 0.00% | +561+22.6% | Added |
| CAPROCK Group, Inc. | 3,052 | $872.4K | 0.03% | +135+4.6% | Added |
| Capital Asset Advisory Services LLC | 3,099 | $876.4K | 0.04% | −193−5.9% | Reduced |
| Morse Asset Management, Inc | 3,077 | $879.4K | 0.20% | +3,077 | New |
| Advisory Services Network, LLC | 3,080 | $880.0K | 0.02% | −1,749−36.2% | Reduced |
| Guggenheim Capital LLC | 3,081 | $880.5K | 0.01% | +105+3.5% | Added |
| Integrated Advisors Network LLC | 3,092 | $883.6K | 0.04% | −332−9.7% | Reduced |
| Heritage Wealth Partners, LLC | 3,097 | $885.1K | 1.11% | +21+0.7% | Added |
| First Foundation Advisors | 3,160 | $903.1K | 0.03% | −63−2.0% | Reduced |
| Private Trust Co NA | 3,203 | $915.5K | 0.09% | −928−22.5% | Reduced |
| Addison Capital Co | 3,274 | $935.7K | 0.37% | +159+5.1% | Added |
| Global Trust Asset Management, LLC | 3,284 | $938.6K | 0.36% | +512+18.5% | Added |
| NewEdge Wealth, LLC | 3,289 | $940.0K | 0.02% | −534−14.0% | Reduced |
| Daymark Wealth Partners, LLC | 3,295 | $941.7K | 0.04% | +53+1.6% | Added |
| Adviser Investments LLC | 3,322 | $949.4K | 0.01% | +1,033+45.1% | Added |
| Heritage Trust Co | 3,330 | $951.7K | 0.11% | +3,330 | New |
| Bleakley Financial Group, LLC | 3,353 | $958.1K | 0.03% | +182+5.7% | Added |
| Quantum Private Wealth, LLC | 3,375 | $964.7K | 0.31% | +10+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,387 | $968.0K | 0.03% | +174+5.4% | Added |
| International Assets Investment Management, LLC | 3,448 | $968.6K | 0.08% | −932,730−99.6% | Reduced |
| Integrated Investment Consultants, LLC | 3,398 | $971.1K | 0.20% | +222+7.0% | Added |
| Connecticut Wealth Management, LLC | 3,407 | $973.7K | 0.05% | +55+1.6% | Added |
| Allstate Corp | 3,421 | $977.7K | 0.03% | +3,421 | New |
| Ci Investments Inc. | 3,443 | $984.0K | 0.00% | +1,154+50.4% | Added |
| First Commonwealth Financial Corp | 3,464 | $990.0K | 0.23% | −24−0.7% | Reduced |
| Boston Private Wealth LLC | 3,512 | $1.00M | 0.02% | +3,512 | New |
| Bryce Point Capital, LLC | 3,518 | $1.01M | 0.29% | +3,518 | New |
| Y-Intercept (Hong Kong) Ltd | 3,569 | $1.02M | 0.07% | −4,957−58.1% | Reduced |
| Uncommon Cents Investing LLC | 3,575 | $1.02M | 0.30% | −160−4.3% | Reduced |