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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 861 | $246.1K | 0.02% | +861 | New |
| Seven Mile Advisory | 859 | $245.5K | 0.16% | +58+7.2% | Added |
| Professional Advisory Services Inc | 850 | $243.0K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 846 | $241.8K | 0.01% | +846 | New |
| Raiffeisen Bank International AG | 845 | $241.4K | 0.00% | +845 | New |
| Welch & Forbes LLC | 843 | $240.9K | 0.00% | +843 | New |
| Accredited Investors Inc. | 843 | $240.9K | 0.01% | −10−1.2% | Reduced |
| Carr Financial Group Corp | 841 | $240.3K | 0.08% | +4+0.5% | Added |
| Foster Group, Inc. | 839 | $239.8K | 0.01% | −1−0.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 830 | $237.2K | 0.03% | +830 | New |
| Foguth Wealth Management, LLC. | 817 | $235.5K | 0.06% | −13−1.6% | Reduced |
| Larson Financial Group LLC | 824 | $235.5K | 0.01% | +223+37.1% | Added |
| Eagle Global Advisors LLC | 823 | $235.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 816 | $233.1K | 0.05% | +816 | New |
| Penserra Capital Management LLC | 817 | $232.0K | 0.00% | +271+49.6% | Added |
| Robertson Stephens Wealth Management, LLC | 809 | $231.2K | 0.01% | −83−9.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 804 | $229.8K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 803 | $229.6K | 0.03% | +803 | New |
| Advance Capital Management, Inc. | 800 | $228.6K | 0.01% | −3−0.4% | Reduced |
| Citizens & Northern Corp | 800 | $228.6K | 0.06% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $228.6K | 0.07% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 800 | $228.6K | 0.03% | +1+0.1% | Added |
| Strengthening Families & Communities, LLC | 795 | $227.0K | 0.13% | −2,414−75.2% | Reduced |
| Catalina Capital Group, LLC | 793 | $226.6K | 0.07% | +6+0.8% | Added |
| Chemung Canal Trust Co | 788 | $225.2K | 0.05% | −79−9.1% | Reduced |
| Busey Wealth Management | 787 | $224.9K | 0.01% | +4+0.5% | Added |
| Empower Advisory Group, LLC | 784 | $224.1K | 0.00% | −163−17.2% | Reduced |
| Icon Wealth Advisors, LLC | 782 | $223.5K | 0.02% | −1−0.1% | Reduced |
| Panagora Asset Management Inc | 782 | $223.5K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 781 | $223.2K | 0.00% | −1−0.1% | Reduced |
| DMG Group, LLC | 776 | $221.8K | 0.18% | +776 | New |
| Leavell Investment Management, Inc. | 772 | $220.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 771 | $220.3K | 0.00% | +771 | New |
| Quadrant Capital Group LLC | 768 | $219.5K | 0.02% | −171−18.2% | Reduced |
| Clark Capital Management Group, Inc. | 764 | $218.3K | 0.00% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $217.8K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 760 | $217.3K | 0.02% | +760 | New |
| LS Investment Advisors, LLC | 760 | $217.2K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 757 | $216.3K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 754 | $215.8K | 0.00% | +754 | New |
| Cobblestone Capital Advisors LLC | 753 | $215.2K | 0.01% | −82−9.8% | Reduced |
| Andina Capital Management, LLC | 753 | $215.1K | 0.18% | −325−30.1% | Reduced |
| Farringdon Capital, Ltd. | 752 | $214.9K | 0.09% | +752 | New |
| Headinvest, LLC | 750 | $214.3K | 0.04% | −55−6.8% | Reduced |
| Maple Capital Management, Inc. | 750 | $214.3K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 745 | $212.9K | 0.03% | +745 | New |
| Howard Capital Management Inc. | 743 | $212.3K | 0.00% | +743 | New |
| BetterWealth, LLC | 740 | $211.5K | 0.06% | +740 | New |
| J.Safra Asset Management Corp | 740 | $211.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 739 | $211.2K | 0.01% | +739 | New |
| Cornerstone Wealth Group, LLC | 734 | $209.8K | 0.02% | +734 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 733 | $209.5K | 0.02% | −12−1.6% | Reduced |
| City State Bank | 730 | $208.6K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 725 | $207.2K | 0.04% | −280−27.9% | Reduced |
| Merriman Wealth Management, LLC | 721 | $206.1K | 0.01% | +721 | New |
| Enterprise Bank & Trust Co | 721 | $206.1K | 0.07% | +721 | New |
| Founders Financial Alliance, LLC | 720 | $205.8K | 0.06% | +720 | New |
| Ritholtz Wealth Management | 719 | $205.4K | 0.01% | −78−9.8% | Reduced |
| Hills Bank & Trust Co | 717 | $204.9K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 714 | $204.2K | 0.03% | −196−21.5% | Reduced |
| Mather Group, LLC. | 711 | $203.2K | 0.00% | +4+0.6% | Added |
| Campbell Wealth Management | 711 | $203.0K | 0.02% | +711 | New |
| Per Stirling Capital Management, LLC. | 709 | $202.6K | 0.03% | +709 | New |
| JFS Wealth Advisors, LLC | 701 | $200.3K | 0.01% | −49−6.5% | Reduced |
| Professional Financial Advisors, LLC | 700 | $200.1K | 0.05% | +700 | New |
| Sunbelt Securities, Inc. | 695 | $198.6K | 0.02% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 673 | $192.3K | 0.02% | −26−3.7% | Reduced |
| Central Trust Co | 654 | $186.9K | 0.00% | −60−8.4% | Reduced |
| Hanson & Doremus Investment Management | 646 | $185.0K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 638 | $182.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 623 | $178.1K | 0.06% | +623 | New |
| Parkside Financial Bank & Trust | 613 | $175.2K | 0.02% | +66+12.1% | Added |
| Armstrong Advisory Group, Inc | 604 | $172.6K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 598 | $170.9K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 585 | $167.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 571 | $163.0K | 0.01% | +5+0.9% | Added |
| Acadian Asset Management LLC | 563 | $160.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 553 | $157.9K | 0.03% | +553 | New |
| Rothschild Investment LLC | 551 | $157.5K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 547 | $157.0K | 0.08% | +547 | New |
| TFC Financial Management | 546 | $156.0K | 0.02% | −235−30.1% | Reduced |
| Walleye Capital LLC | 546 | $156.0K | 0.00% | +259+90.2% | Added |
| Tompkins Financial Corp | 541 | $154.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 541 | $154.6K | 0.00% | +29+5.7% | Added |
| Smithfield Trust Co | 532 | $151.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 520 | $148.6K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 505 | $144.0K | 0.40% | +505 | New |
| Coastline Trust Co | 500 | $142.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 493 | $140.9K | 0.01% | +63+14.7% | Added |
| Colonial Trust Co | 473 | $135.2K | 0.02% | +107+29.2% | Added |
| Westpac Banking Corp | 462 | $132.0K | 0.01% | +462 | New |
| Valley National Advisers Inc | 460 | $131.0K | 0.02% | +1+0.2% | Added |
| AlphaMark Advisors, LLC | 460 | $131.0K | 0.06% | +1+0.2% | Added |
| S&T Bank | 450 | $128.6K | 0.04% | +450 | New |
| Kohmann Bosshard Financial Services, LLC | 442 | $126.3K | 0.02% | +442 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 439 | $125.7K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 435 | $124.3K | 0.02% | +435 | New |
| Beacon Capital Management, LLC | 431 | $123.2K | 0.02% | −6−1.4% | Reduced |
| Stephenson National Bank & Trust | 431 | $123.2K | 0.04% | +431 | New |
| Sentry Investment Management LLC | 427 | $122.0K | 0.06% | −70−14.1% | Reduced |