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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.

Institutional holdersQ4 2024: 1,216 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2024: $26.9B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2024.

Institutions holding ROK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Essex Investment Management Co LLC70$20.0K0.00%00.0%Unchanged
Meeder Asset Management Inc68$19.4K0.00%+46+209.1%Added
WealthCollab, LLC64$18.3K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC64$18.3K0.01%00.0%Unchanged
Delta Asset Management LLC63$18.0K0.00%−5−7.4%Reduced
Rosenberg Matthew Hamilton62$17.7K0.00%−3−4.6%Reduced
West Paces Advisors Inc.58$16.6K0.00%00.0%Unchanged
Albion Financial Group57$16.3K0.00%+57New
Kestra Investment Management, LLC54$15.5K0.00%+54New
Indiana Trust & Investment Management CO53$15.1K0.01%00.0%Unchanged
GW&K Investment Management, LLC54$15.0K0.00%00.0%Unchanged
Pittenger & Anderson Inc51$14.6K0.00%−24−32.0%Reduced
Wolff Wiese Magana LLC51$14.6K0.01%00.0%Unchanged
Mascoma Wealth Management LLC50$14.3K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD50$14.3K0.01%00.0%Unchanged
Mainstream Capital Management LLC50$14.3K0.01%+50New
Ameriflex Group, Inc.50$13.9K0.01%+50New
Richardson Financial Services Inc.48$13.7K0.01%−48−50.0%Reduced
Semmax Financial Advisors Inc.44$13.0K0.00%+1+2.3%Added
Arlington Trust Co LLC45$12.9K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC45$12.9K0.00%+15+50.0%Added
Manchester Capital Management LLC44$12.6K0.00%+12+37.5%Added
Geneos Wealth Management Inc.42$12.0K0.00%−25−37.3%Reduced
ZRC Wealth Management, LLC40$11.4K0.00%−14−25.9%Reduced
Oliver Lagore Vanvalin Investment Group40$11.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.39$11.1K0.00%−8−17.0%Reduced
Bogart Wealth, LLC34$9.72K0.00%+17+100.0%Added
Lee Danner & Bass Inc34$9.72K0.00%+34New
Archer Investment Corp32$9.28K0.00%−3−8.6%Reduced
Transamerica Financial Advisors, Inc.29$9.00K0.00%+29New
Sierra Ocean, LLC31$8.88K0.01%+31New
Fortitude Family Office, LLC31$8.86K0.00%00.0%Unchanged
Dunhill Financial, LLC31$8.84K0.00%+6+24.0%Added
Raleigh Capital Management Inc.30$8.59K0.00%−2−6.3%Reduced
Gen-Wealth Partners Inc30$8.57K0.00%00.0%Unchanged
Compass Financial Services Inc30$8.46K0.00%+30New
Millstone Evans Group, LLC28$8.00K0.01%+28New
NewSquare Capital LLC27$7.72K0.00%+27New
WPG Advisers, LLC26$7.43K0.01%+26New
Raffa Wealth Management, LLC25$7.14K0.00%00.0%Unchanged
Webster Bank, N. A.23$6.57K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC22$6.29K0.00%00.0%Unchanged
Anfield Capital Management, LLC22$6.29K0.00%+22New
Whipplewood Advisors, LLC21$6.00K0.00%+21New
Capital Analysts, LLC22$6.00K0.00%−73−76.8%Reduced
Boyd Watterson Asset Management LLC20$5.72K0.00%00.0%Unchanged
Orion Capital Management LLC20$5.72K0.00%+20New
Private Wealth Management Group, LLC19$5.43K0.00%00.0%Unchanged
Investors Research Corp19$5.43K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC18$5.14K0.01%+18New
West Oak Capital, LLC18$5.10K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$4.86K0.00%00.0%Unchanged
Abound Wealth Management17$4.76K0.00%+1+6.3%Added
Maryland Capital Advisors Inc.16$4.57K0.00%−3−15.8%Reduced
Colonial Trust Advisors16$4.57K0.00%+16New
Thurston, Springer, Miller, Herd & Titak, Inc.16$4.57K0.00%00.0%Unchanged
Heritage Wealth Advisors15$4.29K0.00%+3+25.0%Added
Sittner & Nelson, LLC14$4.00K0.00%+1+7.7%Added
Avion Wealth16$4.00K0.00%+4+33.3%Added
Ridgewood Investments LLC13$3.57K0.00%00.0%Unchanged
Caitlin John, LLC12$3.48K0.00%+8+200.0%Added
SJS Investment Consulting Inc.12$3.43K0.00%−5−29.4%Reduced
Jackson, Grant Investment Advisers, Inc.12$3.43K0.00%00.0%Unchanged
Fairman Group, LLC12$3.43K0.00%00.0%Unchanged
Hexagon Capital Partners LLC12$3.43K0.00%+2+20.0%Added
Stonebridge Financial Group, LLC12$3.43K0.00%+12New
Creekmur Asset Management LLC11$3.14K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC10$2.94K0.00%+10New
Creative Financial Designs Inc10$2.86K0.00%00.0%Unchanged
Salem Investment Counselors Inc10$2.86K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$2.86K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC10$2.86K0.00%+10New
Atala Financial Inc10$2.86K0.00%+10New
Slocum, Gordon & Co LLP10$2.86K0.00%00.0%Unchanged
JNBA Financial Advisors9$2.57K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.9$2.57K0.00%00.0%Unchanged
Transce3nd, LLC9$2.57K0.00%+9New
WealthTrak Capital Management LLC8$2.29K0.00%+8New
Core Alternative Capital8$2.29K0.00%00.0%Unchanged
Aspect Partners, LLC8$2.29K0.00%+4+100.0%Added
Global Financial Private Client, LLC8$2.29K0.00%+4+100.0%Added
Anchor Investment Management, LLC7$2.00K0.00%−15−68.2%Reduced
Hollencrest Capital Management7$2.00K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC7$2.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$2.00K0.00%+7New
GoalVest Advisory LLC7$2.00K0.00%+7New
Promus Capital, LLC7$2.00K0.00%+7New
Clark Wealth Partners7$2.00K0.00%+7New
Plato Investment Management Ltd6$1.72K0.00%00.0%Unchanged
Tortoise Investment Management, LLC6$1.72K0.00%−6−50.0%Reduced
Tucker Asset Management LLC6$1.72K0.00%−3−33.3%Reduced
Trifecta Capital Advisors, LLC6$1.72K0.00%00.0%Unchanged
True Wealth Design, LLC6$1.72K0.00%+2+50.0%Added
Riggs Asset Managment Co. Inc.5$1.43K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.43K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.43K0.00%00.0%Unchanged
Decker Retirement Planning Inc.5$1.43K0.00%+5New
Rakuten Securities, Inc.4$1.14K0.00%−2−33.3%Reduced
Painted Porch Advisors LLC4$1.14K0.00%+4New
Highline Wealth Partners LLC4$1.14K0.00%+4New