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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 16,463 | $4.70M | 0.20% | −5,122−23.7% | Reduced |
| ABN AMRO Bank N.V. | 16,546 | $4.68M | 0.06% | +3,812+29.9% | Added |
| Stratos Wealth Advisors, LLC | 16,329 | $4.67M | 0.22% | −240−1.4% | Reduced |
| AXA S.A. | 16,221 | $4.64M | 0.01% | +13,834+579.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,203 | $4.63M | 1.15% | +16,203 | New |
| Synovus Financial Corp | 16,080 | $4.60M | 0.06% | −2,986−15.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,873 | $4.54M | 0.05% | −2,624−14.2% | Reduced |
| McGuire Investment Group, LLC | 15,871 | $4.54M | 0.65% | −65−0.4% | Reduced |
| Buckhead Capital Management LLC | 15,781 | $4.51M | 1.44% | +1,965+14.2% | Added |
| Nomura Holdings Inc | 15,691 | $4.48M | 0.02% | +15,691 | New |
| Bank of Nova Scotia | 15,089 | $4.31M | 0.01% | +540+3.7% | Added |
| Davy Global Fund Management Ltd | 15,000 | $4.29M | 0.51% | +900+6.4% | Added |
| Whitener Capital Management, Inc. | 14,915 | $4.26M | 1.19% | −17−0.1% | Reduced |
| Nissay Asset Management Corp | 14,666 | $4.26M | 0.03% | −19−0.1% | Reduced |
| Equitable Trust Co | 14,900 | $4.26M | 0.24% | −21,138−58.7% | Reduced |
| Gotham Asset Management, LLC | 14,611 | $4.18M | 0.04% | −3,944−21.3% | Reduced |
| Schroder Investment Management Group | 14,478 | $4.14M | 0.00% | +1,872+14.9% | Added |
| Yousif Capital Management, LLC | 14,253 | $4.07M | 0.05% | −528−3.6% | Reduced |
| Public Sector Pension Investment Board | 14,080 | $4.02M | 0.02% | +9,183+187.5% | Added |
| Canada Post Corp Registered Pension Plan | 14,067 | $4.02M | 0.24% | +14,067 | New |
| Ethic Inc. | 13,974 | $3.99M | 0.08% | −1,767−11.2% | Reduced |
| Bill Few Associates, Inc. | 13,863 | $3.96M | 1.39% | +186+1.4% | Added |
| Dempze Nancy E | 13,634 | $3.90M | 2.25% | +200+1.5% | Added |
| Mutual of America Capital Management LLC | 13,527 | $3.87M | 0.04% | −449−3.2% | Reduced |
| Cresset Asset Management, LLC | 13,460 | $3.85M | 0.02% | −9,160−40.5% | Reduced |
| Mercer Global Advisors Inc | 13,354 | $3.82M | 0.01% | −319−2.3% | Reduced |
| JustInvest LLC | 13,146 | $3.76M | 0.06% | +1,635+14.2% | Added |
| Beese Fulmer Investment Management, Inc. | 13,069 | $3.74M | 0.32% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,936 | $3.71M | 0.05% | +4,698+57.0% | Added |
| State of Alaska, Department of Revenue | 12,875 | $3.68M | 0.04% | −889−6.5% | 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 |
| Allianz Asset Management GmbH | 12,790 | $3.66M | 0.01% | −78,778−86.0% | Reduced |
| Sanctuary Advisors, LLC | 12,932 | $3.61M | 0.02% | −279−2.1% | Reduced |
| Garland Capital Management Inc | 12,615 | $3.61M | 2.96% | −205−1.6% | Reduced |
| Roberts Wealth Advisors, LLC | 12,980 | $3.58M | 1.09% | +473+3.8% | Added |
| Searle & Co. | 12,293 | $3.51M | 1.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 12,268 | $3.51M | 0.31% | −399−3.1% | Reduced |
| Macquarie Group Ltd | 16,644 | $3.50M | 0.00% | +4,388+35.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,243 | $3.50M | 0.01% | +445+3.8% | Added |
| Fiera Capital Corp | 12,174 | $3.48M | 0.01% | +2,485+25.6% | Added |
| Glenmede Trust Co NA | 12,096 | $3.46M | 0.02% | +2,419+25.0% | Added |
| New Age Alpha Advisors, LLC | 12,025 | $3.44M | 0.14% | +12,025 | New |
| Kampmann Melissa S. | 11,798 | $3.37M | 2.65% | −1,430−10.8% | Reduced |
| Union Bancaire Privee, UBP SA | 11,691 | $3.35M | 0.06% | +11,691 | New |
| Colony Group, LLC | 11,674 | $3.34M | 0.01% | −268−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,496 | $3.33M | 0.01% | +2,472+27.4% | Added |
| Public Employees Retirement Association of Colorado | 11,633 | $3.33M | 0.01% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 11,546 | $3.30M | 0.27% | −27,710−70.6% | Reduced |
| Gateway Investment Advisers LLC | 11,321 | $3.24M | 0.04% | −58−0.5% | Reduced |
| Rafferty Asset Management, LLC | 11,268 | $3.22M | 0.01% | +782+7.5% | Added |
| Iyo Bank, Ltd. | 11,010 | $3.15M | 1.08% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,918 | $3.12M | 0.20% | +1,590+17.0% | Added |
| SilverOak Wealth Management LLC | 10,794 | $3.08M | 0.66% | +237+2.2% | Added |
| Sandy Spring Bank | 10,709 | $3.06M | 0.12% | −179−1.6% | Reduced |
| Mizuho Securities USA LLC | 10,700 | $3.06M | 0.06% | +3,342+45.4% | Added |
| Mackenzie Financial Corp | 10,570 | $3.02M | 0.00% | +340+3.3% | Added |
| Elo Mutual Pension Insurance Co | 10,446 | $2.99M | 0.06% | +380+3.8% | Added |
| Fred Alger Management, LLC | 10,430 | $2.98M | 0.01% | +10,430 | New |
| Elefante Mark B | 10,339 | $2.95M | 2.70% | +10,339 | New |
| Metis Global Partners, LLC | 10,099 | $2.89M | 0.09% | +333+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 |
| Private Advisor Group, LLC | 9,843 | $2.81M | 0.02% | +324+3.4% | Added |
| EFG Asset Management (North America) Corp. | 9,737 | $2.78M | 0.38% | +821+9.2% | Added |
| Atria Wealth Solutions, Inc. | 9,691 | $2.77M | 0.03% | +45+0.5% | Added |
| Oregon Public Employees Retirement Fund | 9,681 | $2.77M | 0.05% | −8−0.1% | Reduced |
| Pacer Advisors, Inc. | 9,500 | $2.72M | 0.01% | −1,090−10.3% | Reduced |
| Eukles Asset Management | 9,342 | $2.67M | 1.14% | −572−5.8% | Reduced |
| Front Row Advisors LLC | 9,331 | $2.67M | 0.92% | −17−0.2% | Reduced |
| Prudential PLC | 9,269 | $2.65M | 0.01% | +2,553+38.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 9,241 | $2.64M | 2.14% | +4,678+102.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,229 | $2.64M | 0.01% | +6,806+280.9% | Added |
| Westport Asset Management Inc | 9,000 | $2.57M | 1.23% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,997 | $2.57M | 0.02% | +593+7.1% | Added |
| Gulf International Bank (UK) Ltd | 8,981 | $2.57M | 0.06% | −88−1.0% | Reduced |
| GAM Holding AG | 8,714 | $2.49M | 0.19% | −632−6.8% | Reduced |
| Nia Impact Advisors, LLC | 8,590 | $2.45M | 0.80% | +60+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 8,520 | $2.44M | 0.02% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 8,487 | $2.43M | 0.47% | +850+11.1% | Added |
| Dillon & Associates Inc | 8,310 | $2.38M | 0.33% | −215−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 8,186 | $2.34M | 0.03% | −461−5.3% | Reduced |
| CIBC World Markets Inc. | 8,173 | $2.34M | 0.01% | +677+9.0% | Added |
| Sumitomo Life Insurance Co | 8,135 | $2.32M | 0.04% | −1,946−19.3% | Reduced |
| Polymer Capital Management (US) LLC | 8,100 | $2.31M | 0.74% | +8,100 | New |
| Tower Research Capital LLC (TRC) | 8,037 | $2.30M | 0.05% | +1,779+28.4% | Added |
| Kentucky Retirement Systems | 7,797 | $2.23M | 0.07% | −108−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 7,711 | $2.20M | 0.14% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,702 | $2.20M | 0.05% | +7,702 | New |
| Ancora Advisors, LLC | 7,674 | $2.19M | 0.05% | +1,385+22.0% | Added |
| Wealthfront Advisers LLC | 7,665 | $2.19M | 0.01% | +418+5.8% | Added |
| Fiduciary Trust Co | 7,593 | $2.17M | 0.03% | −2,037−21.2% | Reduced |
| HITE Hedge Asset Management LLC | 7,573 | $2.16M | 0.16% | +7,573 | New |
| Northcape Wealth Management, LLC | 7,452 | $2.13M | 0.69% | +24+0.3% | Added |
| Carmel Capital Partners, LLC | 7,274 | $2.08M | 0.84% | +482+7.1% | Added |
| Cornerstone Advisors, LLC | 7,200 | $2.06M | 0.08% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 7,080 | $2.02M | 0.49% | +14+0.2% | Added |
| Connable Office Inc | 7,051 | $2.02M | 0.21% | −94−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 6,982 | $2.00M | 0.03% | −46−0.7% | Reduced |
| Norinchukin Bank, The | 6,971 | $1.99M | 0.04% | +259+3.9% | Added |