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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 3,580 | $1.02M | 0.01% | −2,489−41.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,584 | $1.02M | 0.02% | −12−0.3% | Reduced |
| Ofi Invest Asset Management | 3,730 | $1.03M | 0.02% | +3,730 | New |
| Apollon Wealth Management, LLC | 3,613 | $1.03M | 0.02% | +535+17.4% | Added |
| Impax Asset Management Group plc | 3,613 | $1.03M | 0.00% | −15,744−81.3% | Reduced |
| Ostrum Asset Management | 3,615 | $1.03M | 0.09% | +136+3.9% | Added |
| V-Square Quantitative Management LLC | 3,632 | $1.04M | 0.15% | −5−0.1% | Reduced |
| QRG Capital Management, Inc. | 3,660 | $1.05M | 0.01% | +65+1.8% | Added |
| Burney Co | 3,717 | $1.06M | 0.04% | +57+1.6% | Added |
| FORA Capital, LLC | 3,772 | $1.08M | 0.12% | −13,150−77.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,775 | $1.08M | 0.04% | +33+0.9% | Added |
| Resources Investment Advisors, LLC. | 3,858 | $1.10M | 0.01% | +128+3.4% | Added |
| Simplex Trading, LLC | 3,865 | $1.10M | 0.03% | +583+17.8% | Added |
| Coldstream Capital Management Inc | 3,883 | $1.11M | 0.02% | +741+23.6% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $1.11M | 0.31% | +3,350+609.1% | Added |
| Sigma Planning Corp | 3,902 | $1.12M | 0.04% | −20−0.5% | Reduced |
| Empirical Finance, LLC | 3,924 | $1.12M | 0.06% | −44−1.1% | Reduced |
| Spirepoint Private Client, LLC | 3,951 | $1.13M | 0.14% | −10.0% | Reduced |
| Ascent Group, LLC | 3,990 | $1.14M | 0.09% | +470+13.4% | Added |
| Prospera Financial Services Inc | 4,027 | $1.15M | 0.03% | −6−0.1% | Reduced |
| Summit Financial, LLC | 4,043 | $1.16M | 0.04% | −115−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 4,051 | $1.16M | 0.10% | +34+0.8% | Added |
| Crossmark Global Holdings, Inc. | 4,053 | $1.16M | 0.02% | −1,298−24.3% | Reduced |
| Central Pacific Bank - Trust Division | 4,061 | $1.16M | 0.15% | −316−7.2% | Reduced |
| Walleye Trading LLC | 4,063 | $1.16M | 0.02% | −1,275−23.9% | Reduced |
| RSM US Wealth Management LLC | 4,066 | $1.16M | 0.02% | −122−2.9% | Reduced |
| Pictet & Cie (Europe) SA | 4,195 | $1.20M | 0.03% | +38+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,261 | $1.21M | 0.01% | +1,136+36.4% | Added |
| Quantinno Capital Management LP | 4,240 | $1.21M | 0.01% | +2,103+98.4% | Added |
| Beaumont Asset Management, L.L.C. | 4,376 | $1.25M | 0.72% | −94−2.1% | Reduced |
| HB Wealth Management, LLC | 4,428 | $1.27M | 0.01% | +394+9.8% | Added |
| Diversified Trust Co | 4,451 | $1.27M | 0.03% | +404+10.0% | Added |
| Vident Advisory, LLC | 4,484 | $1.28M | 0.02% | +130+3.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 4,500 | $1.29M | 0.22% | +4,500 | New |
| Summit Asset Management, LLC | 4,544 | $1.30M | 0.23% | +670+17.3% | Added |
| Courier Capital LLC | 4,553 | $1.30M | 0.09% | −1,443−24.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,580 | $1.31M | 0.03% | −170−3.6% | Reduced |
| Tempus Wealth Planning, LLC | 4,609 | $1.32M | 0.40% | +82+1.8% | Added |
| AQR Capital Management LLC | 4,626 | $1.32M | 0.00% | +1,317+39.8% | Added |
| Sequoia Financial Advisors, LLC | 4,642 | $1.33M | 0.01% | +209+4.7% | Added |
| Crowley Wealth Management, Inc. | 4,654 | $1.33M | 1.17% | +4,654 | New |
| Leibman Financial Services, Inc. | 4,660 | $1.33M | 0.97% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 4,678 | $1.34M | 1.23% | +4,678 | New |
| Massachusetts Financial Services Co | 4,686 | $1.34M | 0.00% | −580−11.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,688 | $1.34M | 0.12% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,717 | $1.35M | 0.54% | 00.0% | Unchanged |
| Regions Financial Corp | 4,719 | $1.35M | 0.01% | −12−0.3% | Reduced |
| Generali Asset Management SPA SGR | 4,757 | $1.36M | 0.03% | +4,757 | New |
| Omers Administration Corp | 4,768 | $1.36M | 0.01% | −1,095−18.7% | Reduced |
| Lido Advisors, LLC | 4,865 | $1.39M | 0.01% | +1,853+61.5% | Added |
| Jones Financial Companies LLLP | 4,902 | $1.40M | 0.00% | +1,647+50.6% | Added |
| Umb Bank N A | 4,908 | $1.40M | 0.02% | −233−4.5% | Reduced |
| Pinnacle Associates Ltd | 4,943 | $1.41M | 0.02% | −3,752−43.2% | Reduced |
| Pettee Investors, Inc. | 4,975 | $1.42M | 0.72% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,981 | $1.42M | 0.01% | +67+1.4% | Added |
| Triangle Securities Wealth Management | 4,982 | $1.42M | 0.37% | −158−3.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $1.43M | 0.03% | +200+4.2% | Added |
| Smith Group Asset Management, LLC | 5,000 | $1.43M | 0.11% | +5,000 | New |
| Fifth Third Bancorp | 5,001 | $1.43M | 0.01% | −45−0.9% | Reduced |
| Mirova | 5,040 | $1.44M | 0.25% | −3,388−40.2% | Reduced |
| BNP Paribas | 5,175 | $1.47M | 0.06% | +2,703+109.3% | Added |
| Ameritas Advisory Services, LLC | 5,187 | $1.48M | 0.05% | +2,582+99.1% | Added |
| Weiss Asset Management LP | 5,188 | $1.48M | 0.03% | +5,188 | New |
| Avantax Planning Partners, Inc. | 5,283 | $1.51M | 0.05% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,376 | $1.54M | 0.05% | −200−3.6% | Reduced |
| Aviance Capital Partners, LLC | 5,395 | $1.54M | 0.21% | 00.0% | Unchanged |
| Greenleaf Trust | 5,405 | $1.54M | 0.01% | −17−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,412 | $1.55M | 0.02% | +265+5.1% | Added |
| CIBC Private Wealth Group, LLC | 5,537 | $1.55M | 0.00% | −320−5.5% | Reduced |
| Lighthouse Investment Partners, LLC | 5,500 | $1.57M | 0.06% | +5,500 | New |
| One68 Global Capital, LLC | 5,500 | $1.57M | 0.84% | +5,500 | New |
| Avantax Advisory Services, Inc. | 5,500 | $1.57M | 0.01% | +1,052+23.7% | Added |
| Allspring Global Investments Holdings, LLC | 5,609 | $1.58M | 0.00% | −240−4.1% | Reduced |
| Terra Alpha Investments LLC | 5,544 | $1.58M | 1.60% | +5,544 | New |
| Alaethes Wealth LLC | 5,559 | $1.59M | 0.57% | +74+1.3% | Added |
| Kornitzer Capital Management Inc | 5,602 | $1.60M | 0.03% | −31,105−84.7% | Reduced |
| Centaurus Financial, Inc. | 5,667 | $1.62M | 0.10% | −1,327−19.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,717 | $1.63M | 0.01% | +728+14.6% | Added |
| Allianz SE | 5,733 | $1.64M | 0.04% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 5,778 | $1.65M | 1.11% | +5,778 | New |
| Argent Trust Co | 5,812 | $1.66M | 0.07% | −120−2.0% | Reduced |
| Vectors Research Management, LLC | 5,876 | $1.68M | 0.57% | −650−10.0% | Reduced |
| Evoke Wealth, LLC | 5,896 | $1.69M | 0.05% | +3,606+157.5% | Added |
| HighPoint Advisor Group LLC | 5,570 | $1.69M | 0.09% | +499+9.8% | Added |
| Groupama Asset Managment | 5,948 | $1.70M | 0.03% | +5,948 | New |
| Wesbanco Bank Inc | 5,970 | $1.71M | 0.06% | −500−7.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,010 | $1.72M | 0.02% | −20.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,015 | $1.72M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,018 | $1.72M | 0.05% | −200−3.2% | Reduced |
| Tiaa Trust, National Association | 6,054 | $1.73M | 0.01% | +113+1.9% | Added |
| VCI Wealth Management LLC | 6,077 | $1.74M | 0.74% | +1,537+33.9% | Added |
| Louisiana State Employees Retirement System | 6,100 | $1.74M | 0.03% | −300−4.7% | Reduced |
| Balyasny Asset Management LLC | 6,117 | $1.75M | 0.00% | −188,113−96.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,117 | $1.75M | 0.05% | +1,238+25.4% | Added |
| Maryland State Retirement & Pension System | 6,120 | $1.75M | 0.04% | −428−6.5% | Reduced |
| Lansdowne Partners (UK) LLP | 6,129 | $1.75M | 0.13% | +4,551+288.4% | Added |
| WoodTrust Financial Corp | 6,175 | $1.76M | 0.25% | −30.0% | Reduced |
| Journey Advisory Group, LLC | 6,425 | $1.77M | 0.21% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,220 | $1.78M | 0.01% | +6,220 | New |
| Westwood Holdings Group Inc. | 6,278 | $1.79M | 0.01% | −2,079−24.9% | Reduced |