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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 6,307 | $1.80M | 0.02% | +626+11.0% | Added |
| Baader Bank INC | 6,317 | $1.80M | 0.17% | +17+0.3% | Added |
| MML Investors Services, LLC | 6,394 | $1.83M | 0.01% | +939+17.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,399 | $1.83M | 0.01% | +5,066+380.0% | Added |
| TD Waterhouse Canada Inc. | 6,477 | $1.85M | 0.01% | +197+3.1% | Added |
| Allworth Financial LP | 6,486 | $1.87M | 0.01% | +1,845+39.8% | Added |
| Richard C. Young & CO., LTD. | 6,608 | $1.89M | 0.21% | −553−7.7% | Reduced |
| Savant Capital, LLC | 6,631 | $1.89M | 0.01% | +3,613+119.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,785 | $1.94M | 0.02% | +1,686+33.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,802 | $1.94M | 0.05% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 6,835 | $1.95M | 0.05% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,840 | $1.95M | 0.03% | −645−8.6% | Reduced |
| Weil Company, Inc. | 6,864 | $1.96M | 0.68% | −643−8.6% | Reduced |
| Manning & Napier Advisors LLC | 6,885 | $1.97M | 0.02% | +6,885 | New |
| Knollwood Investment Advisory, LLC | 6,950 | $1.99M | 0.21% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,952 | $1.99M | 0.07% | −185−2.6% | Reduced |
| Norinchukin Bank, The | 6,971 | $1.99M | 0.04% | +259+3.9% | Added |
| Moneta Group Investment Advisors LLC | 6,982 | $2.00M | 0.03% | −46−0.7% | Reduced |
| Connable Office Inc | 7,051 | $2.02M | 0.21% | −94−1.3% | Reduced |
| Benedict Financial Advisors Inc | 7,080 | $2.02M | 0.49% | +14+0.2% | Added |
| Cornerstone Advisors, LLC | 7,200 | $2.06M | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,274 | $2.08M | 0.84% | +482+7.1% | Added |
| Northcape Wealth Management, LLC | 7,452 | $2.13M | 0.69% | +24+0.3% | Added |
| HITE Hedge Asset Management LLC | 7,573 | $2.16M | 0.16% | +7,573 | New |
| Fiduciary Trust Co | 7,593 | $2.17M | 0.03% | −2,037−21.2% | Reduced |
| Wealthfront Advisers LLC | 7,665 | $2.19M | 0.01% | +418+5.8% | Added |
| Ancora Advisors, LLC | 7,674 | $2.19M | 0.05% | +1,385+22.0% | Added |
| Wolverine Trading, LLC | 7,702 | $2.20M | 0.05% | +7,702 | New |
| Guyasuta Investment Advisors Inc | 7,711 | $2.20M | 0.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 7,797 | $2.23M | 0.07% | −108−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,037 | $2.30M | 0.05% | +1,779+28.4% | Added |
| Polymer Capital Management (US) LLC | 8,100 | $2.31M | 0.74% | +8,100 | New |
| Sumitomo Life Insurance Co | 8,135 | $2.32M | 0.04% | −1,946−19.3% | Reduced |
| CIBC World Markets Inc. | 8,173 | $2.34M | 0.01% | +677+9.0% | Added |
| Stratos Wealth Partners, LTD. | 8,186 | $2.34M | 0.03% | −461−5.3% | Reduced |
| Dillon & Associates Inc | 8,310 | $2.38M | 0.33% | −215−2.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 8,487 | $2.43M | 0.47% | +850+11.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,520 | $2.44M | 0.02% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 8,590 | $2.45M | 0.80% | +60+0.7% | Added |
| GAM Holding AG | 8,714 | $2.49M | 0.19% | −632−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 8,981 | $2.57M | 0.06% | −88−1.0% | Reduced |
| Toroso Investments, LLC | 8,997 | $2.57M | 0.02% | +593+7.1% | Added |
| Westport Asset Management Inc | 9,000 | $2.57M | 1.23% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,229 | $2.64M | 0.01% | +6,806+280.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 9,241 | $2.64M | 2.14% | +4,678+102.5% | Added |
| Prudential PLC | 9,269 | $2.65M | 0.01% | +2,553+38.0% | Added |
| Front Row Advisors LLC | 9,331 | $2.67M | 0.92% | −17−0.2% | Reduced |
| Eukles Asset Management | 9,342 | $2.67M | 1.14% | −572−5.8% | Reduced |
| Pacer Advisors, Inc. | 9,500 | $2.72M | 0.01% | −1,090−10.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,681 | $2.77M | 0.05% | −8−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 9,691 | $2.77M | 0.03% | +45+0.5% | Added |
| EFG Asset Management (North America) Corp. | 9,737 | $2.78M | 0.38% | +821+9.2% | Added |
| Private Advisor Group, LLC | 9,843 | $2.81M | 0.02% | +324+3.4% | Added |
| Andra AP-fonden | 10,000 | $2.86M | 0.05% | −17,500−63.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.86M | 0.35% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,099 | $2.89M | 0.09% | +333+3.4% | Added |
| Elefante Mark B | 10,339 | $2.95M | 2.70% | +10,339 | New |
| Fred Alger Management, LLC | 10,430 | $2.98M | 0.01% | +10,430 | New |
| Elo Mutual Pension Insurance Co | 10,446 | $2.99M | 0.06% | +380+3.8% | Added |
| Mackenzie Financial Corp | 10,570 | $3.02M | 0.00% | +340+3.3% | Added |
| Mizuho Securities USA LLC | 10,700 | $3.06M | 0.06% | +3,342+45.4% | Added |
| Sandy Spring Bank | 10,709 | $3.06M | 0.12% | −179−1.6% | Reduced |
| SilverOak Wealth Management LLC | 10,794 | $3.08M | 0.66% | +237+2.2% | Added |
| Everence Capital Management Inc | 10,918 | $3.12M | 0.20% | +1,590+17.0% | Added |
| Iyo Bank, Ltd. | 11,010 | $3.15M | 1.08% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 11,268 | $3.22M | 0.01% | +782+7.5% | Added |
| Gateway Investment Advisers LLC | 11,321 | $3.24M | 0.04% | −58−0.5% | Reduced |
| Nixon Peabody Trust Co | 11,546 | $3.30M | 0.27% | −27,710−70.6% | Reduced |
| Public Employees Retirement Association of Colorado | 11,633 | $3.33M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,496 | $3.33M | 0.01% | +2,472+27.4% | Added |
| Colony Group, LLC | 11,674 | $3.34M | 0.01% | −268−2.2% | Reduced |
| Union Bancaire Privee, UBP SA | 11,691 | $3.35M | 0.06% | +11,691 | New |
| Kampmann Melissa S. | 11,798 | $3.37M | 2.65% | −1,430−10.8% | Reduced |
| New Age Alpha Advisors, LLC | 12,025 | $3.44M | 0.14% | +12,025 | New |
| Glenmede Trust Co NA | 12,096 | $3.46M | 0.02% | +2,419+25.0% | Added |
| Fiera Capital Corp | 12,174 | $3.48M | 0.01% | +2,485+25.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,243 | $3.50M | 0.01% | +445+3.8% | Added |
| Macquarie Group Ltd | 16,644 | $3.50M | 0.00% | +4,388+35.8% | Added |
| Weatherly Asset Management L. P. | 12,268 | $3.51M | 0.31% | −399−3.1% | Reduced |
| Searle & Co. | 12,293 | $3.51M | 1.01% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 12,980 | $3.58M | 1.09% | +473+3.8% | Added |
| Garland Capital Management Inc | 12,615 | $3.61M | 2.96% | −205−1.6% | Reduced |
| Sanctuary Advisors, LLC | 12,932 | $3.61M | 0.02% | −279−2.1% | Reduced |
| Allianz Asset Management GmbH | 12,790 | $3.66M | 0.01% | −78,778−86.0% | Reduced |
| Brinker Capital Investments, LLC | 12,848 | $3.67M | 0.04% | +2,044+18.9% | Added |
| Orion Portfolio Solutions, LLC | 12,848 | $3.67M | 0.04% | +2,044+18.9% | Added |
| State of Alaska, Department of Revenue | 12,875 | $3.68M | 0.04% | −889−6.5% | Reduced |
| Benjamin Edwards Inc | 12,936 | $3.71M | 0.05% | +4,698+57.0% | Added |
| Beese Fulmer Investment Management, Inc. | 13,069 | $3.74M | 0.32% | 00.0% | Unchanged |
| JustInvest LLC | 13,146 | $3.76M | 0.06% | +1,635+14.2% | Added |
| Mercer Global Advisors Inc | 13,354 | $3.82M | 0.01% | −319−2.3% | Reduced |
| Cresset Asset Management, LLC | 13,460 | $3.85M | 0.02% | −9,160−40.5% | Reduced |
| Mutual of America Capital Management LLC | 13,527 | $3.87M | 0.04% | −449−3.2% | Reduced |
| Dempze Nancy E | 13,634 | $3.90M | 2.25% | +200+1.5% | Added |
| Bill Few Associates, Inc. | 13,863 | $3.96M | 1.39% | +186+1.4% | Added |
| Ethic Inc. | 13,974 | $3.99M | 0.08% | −1,767−11.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 14,067 | $4.02M | 0.24% | +14,067 | New |
| Public Sector Pension Investment Board | 14,080 | $4.02M | 0.02% | +9,183+187.5% | Added |
| Yousif Capital Management, LLC | 14,253 | $4.07M | 0.05% | −528−3.6% | Reduced |
| Schroder Investment Management Group | 14,478 | $4.14M | 0.00% | +1,872+14.9% | Added |