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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 417 | $119.2K | 0.03% | +3+0.7% | Added |
| Thompson Investment Management, Inc. | 400 | $114.3K | 0.02% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $114.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $103.7K | 0.00% | −7−1.9% | Reduced |
| Asset Dedication, LLC | 361 | $103.2K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 359 | $102.6K | 0.17% | +359 | New |
| Navigoe, LLC | 353 | $100.0K | 0.10% | +353 | New |
| First Command Advisory Services, Inc. | 343 | $98.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 334 | $95.0K | 0.03% | −76−18.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 329 | $94.0K | 0.01% | +94+40.0% | Added |
| Cromwell Holdings LLC | 323 | $92.3K | 0.05% | −44−12.0% | Reduced |
| Modus Advisors, LLC | 316 | $90.3K | 0.03% | +316 | New |
| Murphy & Mullick Capital Management Corp | 311 | $88.9K | 0.08% | +311 | New |
| Group One Trading, L.P. | 300 | $85.7K | 0.00% | +300 | New |
| Bell Investment Advisors, Inc | 294 | $84.0K | 0.02% | −10−3.3% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $82.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 285 | $81.5K | 0.00% | −25−8.1% | Reduced |
| Keener Financial Planning LLC | 278 | $79.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 274 | $78.3K | 0.00% | +274 | New |
| Oakworth Capital, Inc. | 267 | $76.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 262 | $74.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $74.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 258 | $73.7K | 0.01% | +48+22.9% | Added |
| New England Capital Financial Advisors LLC | 250 | $71.5K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $71.4K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 250 | $71.4K | 0.03% | −250−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 249 | $71.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $70.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 240 | $68.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 230 | $65.7K | 0.01% | +6+2.7% | Added |
| Proequities, Inc. | 226 | $65.3K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 226 | $64.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 225 | $64.4K | 0.00% | −30−11.8% | Reduced |
| Quent Capital, LLC | 218 | $62.3K | 0.01% | +18+9.0% | Added |
| ORG Partners LLC | 212 | $60.6K | 0.01% | +16+8.2% | Added |
| Rogco, LP | 205 | $58.6K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 201 | $57.4K | 0.01% | +1+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $57.2K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $57.2K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 200 | $57.2K | 0.00% | +200 | New |
| GKV Capital Management Co., Inc. | 200 | $57.2K | 0.02% | +200 | New |
| SRS Capital Advisors, Inc. | 198 | $56.6K | 0.00% | +26+15.1% | Added |
| Hemington Wealth Management | 199 | $56.0K | 0.01% | +22+12.4% | Added |
| Johnson Financial Group, Inc. | 201 | $56.0K | 0.00% | +101+101.0% | Added |
| TSFG, LLC | 191 | $54.0K | 0.01% | +1+0.5% | Added |
| Natixis Investment Managers International | 186 | $53.2K | 0.00% | −117−38.6% | Reduced |
| Bullock Wealth Management Group | 186 | $53.1K | 0.03% | −3−1.6% | Reduced |
| Aventura Private Wealth, LLC | 183 | $52.3K | 0.03% | +183 | New |
| Motco | 182 | $52.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 175 | $50.0K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $49.4K | 0.04% | +173 | New |
| Cassady Schiller Wealth Management, LLC | 167 | $47.7K | 0.02% | +7+4.4% | Added |
| Accredited Wealth Management, LLC | 165 | $47.2K | 0.04% | +165 | New |
| Eagle Bay Advisors LLC | 159 | $45.4K | 0.03% | −37−18.9% | Reduced |
| Laurel Wealth Advisors LLC | 141 | $40.3K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 141 | $40.3K | 0.01% | +41+41.0% | Added |
| Godsey & Gibb Associates | 140 | $40.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 133 | $38.0K | 0.02% | +133 | New |
| Legend Financial Advisors, Inc. | 130 | $37.2K | 0.03% | −20−13.3% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $36.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $35.7K | 0.02% | +18+16.8% | Added |
| Parvin Asset Management, LLC | 125 | $35.7K | 0.04% | +125 | New |
| IAG Wealth Partners, LLC | 124 | $35.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $35.0K | 0.01% | +4+3.4% | Added |
| SBI Securities Co., Ltd. | 121 | $34.6K | 0.00% | +121 | New |
| Oarsman Capital, Inc. | 120 | $34.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $34.3K | 0.01% | +120 | New |
| Bank of Jackson Hole Trust | 120 | $34.3K | 0.02% | +120 | New |
| Financial Perspectives, Inc | 112 | $32.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 107 | $30.6K | 0.00% | −57−34.8% | Reduced |
| Darwin Advisors, LLC | 105 | $30.0K | 0.01% | −23−18.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 104 | $29.7K | 0.02% | −696−87.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $28.6K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $27.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $26.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 93 | $26.6K | 0.00% | +18+24.0% | Added |
| Pathway Financial Advisers, LLC | 92 | $26.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $25.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $25.4K | 0.00% | +2+2.3% | Added |
| GPS Wealth Strategies Group, LLC | 86 | $24.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 84 | $24.0K | 0.00% | +19+29.2% | Added |
| Bruce G. Allen Investments, LLC | 83 | $23.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $23.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $22.9K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $22.6K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $22.0K | 0.00% | +6+8.6% | Added |
| Sugarloaf Wealth Management, LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $21.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $21.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $21.1K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 74 | $21.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $21.0K | 0.01% | −278−79.0% | Reduced |
| Wintrust Investments LLC | 74 | $21.0K | 0.02% | −44−37.3% | Reduced |
| Riverview Trust Co | 72 | $20.6K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 71 | $20.3K | 0.00% | +42+144.8% | Added |
| New Millennium Group LLC | 71 | $20.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 70 | $20.0K | 0.01% | −16−18.6% | Reduced |