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 |
|---|---|---|---|---|---|
| Shellback Capital, LP | 105,888 | $30.3M | 2.08% | +105,888 | New |
| HighTower Advisors, LLC | 105,584 | $30.2M | 0.04% | +70,638+202.1% | Added |
| Two Sigma Advisers, LP | 103,000 | $29.4M | 0.07% | +35,700+53.0% | Added |
| Truist Financial Corp | 102,347 | $29.2M | 0.05% | +71,288+229.5% | Added |
| Schonfeld Strategic Advisors LLC | 95,542 | $27.3M | 0.17% | +95,542 | New |
| Manufacturers Life Insurance Company, The | 95,242 | $27.2M | 0.02% | +16,090+20.3% | Added |
| New York State Teachers Retirement System | 92,873 | $26.5M | 0.06% | −3,559−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 90,402 | $25.8M | 0.02% | +363+0.4% | Added |
| EP Wealth Advisors, LLC | 89,045 | $25.4M | 0.21% | +1,500+1.7% | Added |
| London & Capital Asset Management Ltd | 88,640 | $25.3M | 2.16% | −44,628−33.5% | Reduced |
| Davis R M Inc | 86,988 | $24.9M | 0.49% | +1,520+1.8% | Added |
| National Bank of Canada | 84,350 | $24.1M | 0.03% | −24,999−22.9% | Reduced |
| Storebrand Asset Management AS | 83,359 | $23.8M | 0.07% | +2,348+2.9% | Added |
| US Bancorp | 81,156 | $23.2M | 0.03% | −3,645−4.3% | Reduced |
| Canada Pension Plan Investment Board | 79,934 | $22.8M | 0.02% | +48,677+155.7% | Added |
| Carnegie Capital Asset Management, LLC | 79,669 | $22.8M | 0.65% | −688−0.9% | Reduced |
| Handelsbanken Fonder AB | 78,359 | $22.4M | 0.09% | −141,808−64.4% | Reduced |
| Boston Family Office LLC | 77,626 | $22.2M | 1.52% | −5,218−6.3% | Reduced |
| Korea Investment CORP | 77,046 | $22.0M | 0.05% | +30,890+66.9% | Added |
| Verition Fund Management LLC | 74,115 | $21.2M | 0.11% | +58,098+362.7% | Added |
| Tocqueville Asset Management L.P. | 72,995 | $20.9M | 0.33% | +1,065+1.5% | Added |
| Granite Investment Partners, LLC | 72,326 | $20.7M | 0.89% | +19,755+37.6% | Added |
| New York State Common Retirement Fund | 69,829 | $20.0M | 0.03% | −4,128−5.6% | Reduced |
| Aviva PLC | 68,363 | $19.5M | 0.05% | +47,708+231.0% | Added |
| State of Wisconsin Investment Board | 66,760 | $19.1M | 0.05% | −4,071−5.7% | Reduced |
| Trillium Asset Management, LLC | 65,028 | $18.6M | 0.48% | −2,499−3.7% | Reduced |
| Philadelphia Trust Co | 63,222 | $18.1M | 1.33% | −3,046−4.6% | Reduced |
| Parnassus Investments | 62,471 | $17.9M | 0.04% | +62,471 | New |
| Exchange Traded Concepts, LLC | 62,156 | $17.8M | 0.36% | −7,907−11.3% | Reduced |
| Prudential Financial Inc | 61,274 | $17.5M | 0.02% | −8,845−12.6% | Reduced |
| Voloridge Investment Management, LLC | 60,361 | $17.3M | 0.06% | −52,168−46.4% | Reduced |
| Susquehanna International Group, LLP | 60,211 | $17.2M | 0.03% | +9,624+19.0% | Added |
| APG Asset Management N.V. | 62,200 | $17.2M | 0.05% | +34,351+123.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 59,729 | $17.1M | 0.05% | −1,550−2.5% | Reduced |
| Eisler Capital Management Ltd. | 60,467 | $17.0M | 0.57% | +60,467 | New |
| Mariner, LLC | 58,654 | $16.8M | 0.03% | −4,467−7.1% | Reduced |
| Credit Agricole S A | 57,137 | $16.3M | 0.06% | +13,534+31.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 56,724 | $16.2M | 0.09% | +56,724 | New |
| Somerville Kurt F | 56,444 | $16.1M | 2.71% | −287−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 55,990 | $16.0M | 0.04% | −3,921−6.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 55,771 | $15.9M | 0.19% | −2,015−3.5% | Reduced |
| Jane Street Group, LLC | 55,718 | $15.9M | 0.03% | +4,067+7.9% | Added |
| Oppenheimer & Co Inc | 55,283 | $15.8M | 0.24% | −1,332−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 54,592 | $15.6M | 0.04% | +20,751+61.3% | Added |
| North Star Asset Management Inc | 54,373 | $15.5M | 0.69% | −1,105−2.0% | Reduced |
| Standard Life Aberdeen plc | 51,877 | $14.8M | 0.03% | −11,971−18.7% | Reduced |
| Baker Chad R | 51,850 | $14.8M | 2.90% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 51,744 | $14.8M | 0.06% | +240+0.5% | Added |
| Baird Financial Group, Inc. | 51,737 | $14.8M | 0.03% | +125+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,412 | $14.7M | 0.04% | +78+0.2% | Added |
| TD Asset Management Inc | 51,143 | $14.6M | 0.01% | +445+0.9% | Added |
| Toronto Dominion Bank | 50,382 | $14.4M | 0.03% | +11,269+28.8% | Added |
| Two Sigma Investments, LP | 49,462 | $14.1M | 0.03% | −63,769−56.3% | Reduced |
| Victory Capital Management Inc | 49,038 | $14.0M | 0.01% | +35+0.1% | Added |
| GHP Investment Advisors, Inc. | 48,816 | $14.0M | 0.65% | +2,258+4.8% | Added |
| Royal London Asset Management Ltd | 48,567 | $13.9M | 0.03% | +1,452+3.1% | Added |
| Man Group plc | 48,516 | $13.9M | 0.04% | −11,737−19.5% | Reduced |
| Thematics Asset Management | 48,251 | $13.8M | 0.60% | −10,007−17.2% | Reduced |
| DnB Asset Management AS | 48,200 | $13.8M | 0.06% | +17,336+56.2% | Added |
| Peapack Gladstone Financial Corp | 47,839 | $13.7M | 0.20% | −1,470−3.0% | Reduced |
| Cabot Wealth Management Inc | 47,831 | $13.7M | 1.74% | +2,022+4.4% | Added |
| Madison Asset Management, LLC | 47,812 | $13.7M | 0.15% | +47,812 | New |
| Madison Investment Advisors, LLC | 47,812 | $13.7M | 0.15% | +47,812 | New |
| Asset Management One Co.,Ltd. | 45,742 | $13.3M | 0.05% | +1,046+2.3% | Added |
| Rodgers Brothers Inc. | 46,293 | $13.2M | 1.73% | +913+2.0% | Added |
| South State Corp. | 46,175 | $13.2M | 0.86% | −509−1.1% | Reduced |
| LMCG Investments, LLC | 46,022 | $13.2M | 0.81% | −992−2.1% | Reduced |
| Comerica Bank | 45,727 | $13.1M | 0.05% | −432−0.9% | Reduced |
| Broderick Brian C | 45,033 | $12.9M | 2.52% | +1,510+3.5% | Added |
| Kempen Capital Management N.V. | 45,008 | $12.9M | 0.13% | −2,507−5.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 44,702 | $12.8M | 0.09% | +700+1.6% | Added |
| Keybank National Association | 44,693 | $12.8M | 0.05% | −515−1.1% | Reduced |
| Grandfield & Dodd, LLC | 44,576 | $12.7M | 0.79% | +1,766+4.1% | Added |
| AMF Pensionsforsakring AB | 44,517 | $12.7M | 0.09% | +3,726+9.1% | Added |
| Swiss Life Asset Management Ltd | 43,879 | $12.5M | 0.09% | +33,376+317.8% | Added |
| Heron Bay Capital Management | 43,749 | $12.5M | 2.61% | −42−0.1% | Reduced |
| Abn Amro Investment Solutions | 43,621 | $12.5M | 0.23% | −4,191−8.8% | Reduced |
| Tenere Capital LLC | 42,400 | $12.1M | 3.21% | +42,400 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,130 | $12.0M | 0.01% | −3,089−6.8% | Reduced |
| Core Wealth Partners LLC | 42,045 | $12.0M | 6.89% | −85−0.2% | Reduced |
| Isthmus Partners, LLC | 41,747 | $11.9M | 1.45% | +48+0.1% | Added |
| State of New Jersey Common Pension Fund D | 41,342 | $11.8M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 40,710 | $11.6M | 0.07% | −14,588−26.4% | Reduced |
| Kames Capital plc | 40,113 | $11.5M | 0.15% | +40,113 | New |
| Public Employees Retirement System of Ohio | 40,125 | $11.5M | 0.04% | −2,470−5.8% | Reduced |
| Wim Investment Management Ltd | 39,950 | $11.4M | 3.92% | +15,750+65.1% | Added |
| Robeco Institutional Asset Management B.V. | 38,624 | $11.0M | 0.02% | −3,078−7.4% | Reduced |
| KLP Kapitalforvaltning AS | 38,570 | $11.0M | 0.05% | +38,570 | New |
| NEOS Investment Management LLC | 37,499 | $10.7M | 0.25% | +19,118+104.0% | Added |
| Assenagon Asset Management S.A. | 37,239 | $10.6M | 0.02% | +29,105+357.8% | Added |
| Hel Ved Capital Management Ltd | 36,600 | $10.5M | 3.21% | +36,600 | New |
| GWM Advisors LLC | 34,998 | $10.0M | 0.06% | +16,296+87.1% | Added |
| Russell Investments Group, Ltd. | 34,990 | $10.0M | 0.01% | +2,174+6.6% | Added |
| Resona Asset Management Co.,Ltd. | 34,846 | $9.98M | 0.06% | −1,699−4.6% | Reduced |
| Ninety One North America, Inc. | 34,632 | $9.90M | 0.61% | +1,265+3.8% | Added |
| Nomura Asset Management Co Ltd | 34,356 | $9.82M | 0.03% | +147+0.4% | Added |
| Covea Finance | 33,923 | $9.69M | 0.44% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,582 | $9.60M | 0.19% | 00.0% | Unchanged |
| Puzo Michael J | 33,569 | $9.59M | 2.68% | −350−1.0% | Reduced |
| M. Kraus & Co | 33,224 | $9.50M | 2.85% | +176+0.5% | Added |