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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 6,952 | $1.99M | 0.07% | −185−2.6% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $1.99M | 0.21% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 6,885 | $1.97M | 0.02% | +6,885 | New |
| Weil Company, Inc. | 6,864 | $1.96M | 0.68% | −643−8.6% | Reduced |
| Riverbridge Partners LLC | 6,840 | $1.95M | 0.03% | −645−8.6% | Reduced |
| Bowen Hanes & Co Inc | 6,835 | $1.95M | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,802 | $1.94M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,785 | $1.94M | 0.02% | +1,686+33.1% | Added |
| Savant Capital, LLC | 6,631 | $1.89M | 0.01% | +3,613+119.7% | Added |
| Richard C. Young & CO., LTD. | 6,608 | $1.89M | 0.21% | −553−7.7% | Reduced |
| Allworth Financial LP | 6,486 | $1.87M | 0.01% | +1,845+39.8% | Added |
| TD Waterhouse Canada Inc. | 6,477 | $1.85M | 0.01% | +197+3.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,399 | $1.83M | 0.01% | +5,066+380.0% | Added |
| MML Investors Services, LLC | 6,394 | $1.83M | 0.01% | +939+17.2% | Added |
| Baader Bank INC | 6,317 | $1.80M | 0.17% | +17+0.3% | Added |
| Park Avenue Securities LLC | 6,307 | $1.80M | 0.02% | +626+11.0% | Added |
| Westwood Holdings Group Inc. | 6,278 | $1.79M | 0.01% | −2,079−24.9% | Reduced |
| Bridgewater Associates, LP | 6,220 | $1.78M | 0.01% | +6,220 | New |
| Journey Advisory Group, LLC | 6,425 | $1.77M | 0.21% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 6,175 | $1.76M | 0.25% | −30.0% | Reduced |
| Lansdowne Partners (UK) LLP | 6,129 | $1.75M | 0.13% | +4,551+288.4% | Added |
| Maryland State Retirement & Pension System | 6,120 | $1.75M | 0.04% | −428−6.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,117 | $1.75M | 0.05% | +1,238+25.4% | Added |
| Balyasny Asset Management LLC | 6,117 | $1.75M | 0.00% | −188,113−96.9% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $1.74M | 0.03% | −300−4.7% | Reduced |
| VCI Wealth Management LLC | 6,077 | $1.74M | 0.74% | +1,537+33.9% | Added |
| Tiaa Trust, National Association | 6,054 | $1.73M | 0.01% | +113+1.9% | Added |
| Securian Asset Management, Inc | 6,018 | $1.72M | 0.05% | −200−3.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,015 | $1.72M | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,010 | $1.72M | 0.02% | −20.0% | Reduced |
| Wesbanco Bank Inc | 5,970 | $1.71M | 0.06% | −500−7.7% | Reduced |
| Groupama Asset Managment | 5,948 | $1.70M | 0.03% | +5,948 | New |
| HighPoint Advisor Group LLC | 5,570 | $1.69M | 0.09% | +499+9.8% | Added |
| Evoke Wealth, LLC | 5,896 | $1.69M | 0.05% | +3,606+157.5% | Added |
| Vectors Research Management, LLC | 5,876 | $1.68M | 0.57% | −650−10.0% | Reduced |
| Argent Trust Co | 5,812 | $1.66M | 0.07% | −120−2.0% | Reduced |
| Myriad Asset Management US LP | 5,778 | $1.65M | 1.11% | +5,778 | New |
| Allianz SE | 5,733 | $1.64M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,717 | $1.63M | 0.01% | +728+14.6% | Added |
| Centaurus Financial, Inc. | 5,667 | $1.62M | 0.10% | −1,327−19.0% | Reduced |
| Kornitzer Capital Management Inc | 5,602 | $1.60M | 0.03% | −31,105−84.7% | Reduced |
| Alaethes Wealth LLC | 5,559 | $1.59M | 0.57% | +74+1.3% | Added |
| Terra Alpha Investments LLC | 5,544 | $1.58M | 1.60% | +5,544 | New |
| Allspring Global Investments Holdings, LLC | 5,609 | $1.58M | 0.00% | −240−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,500 | $1.57M | 0.01% | +1,052+23.7% | Added |
| Lighthouse Investment Partners, LLC | 5,500 | $1.57M | 0.06% | +5,500 | New |
| One68 Global Capital, LLC | 5,500 | $1.57M | 0.84% | +5,500 | New |
| CIBC Private Wealth Group, LLC | 5,537 | $1.55M | 0.00% | −320−5.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,412 | $1.55M | 0.02% | +265+5.1% | Added |
| Greenleaf Trust | 5,405 | $1.54M | 0.01% | −17−0.3% | Reduced |
| Aviance Capital Partners, LLC | 5,395 | $1.54M | 0.21% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,376 | $1.54M | 0.05% | −200−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 5,283 | $1.51M | 0.05% | 00.0% | Unchanged |
| Weiss Asset Management LP | 5,188 | $1.48M | 0.03% | +5,188 | New |
| Ameritas Advisory Services, LLC | 5,187 | $1.48M | 0.05% | +2,582+99.1% | Added |
| BNP Paribas | 5,175 | $1.47M | 0.06% | +2,703+109.3% | Added |
| Mirova | 5,040 | $1.44M | 0.25% | −3,388−40.2% | Reduced |
| Fifth Third Bancorp | 5,001 | $1.43M | 0.01% | −45−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $1.43M | 0.03% | +200+4.2% | Added |
| Smith Group Asset Management, LLC | 5,000 | $1.43M | 0.11% | +5,000 | New |
| Triangle Securities Wealth Management | 4,982 | $1.42M | 0.37% | −158−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,981 | $1.42M | 0.01% | +67+1.4% | Added |
| Pettee Investors, Inc. | 4,975 | $1.42M | 0.72% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,943 | $1.41M | 0.02% | −3,752−43.2% | Reduced |
| Umb Bank N A | 4,908 | $1.40M | 0.02% | −233−4.5% | Reduced |
| Jones Financial Companies LLLP | 4,902 | $1.40M | 0.00% | +1,647+50.6% | Added |
| Lido Advisors, LLC | 4,865 | $1.39M | 0.01% | +1,853+61.5% | Added |
| Omers Administration Corp | 4,768 | $1.36M | 0.01% | −1,095−18.7% | Reduced |
| Generali Asset Management SPA SGR | 4,757 | $1.36M | 0.03% | +4,757 | New |
| Regions Financial Corp | 4,719 | $1.35M | 0.01% | −12−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 4,717 | $1.35M | 0.54% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,688 | $1.34M | 0.12% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 4,686 | $1.34M | 0.00% | −580−11.0% | Reduced |
| Cypress Advisory Group LLC | 4,678 | $1.34M | 1.23% | +4,678 | New |
| Leibman Financial Services, Inc. | 4,660 | $1.33M | 0.97% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4,654 | $1.33M | 1.17% | +4,654 | New |
| Sequoia Financial Advisors, LLC | 4,642 | $1.33M | 0.01% | +209+4.7% | Added |
| AQR Capital Management LLC | 4,626 | $1.32M | 0.00% | +1,317+39.8% | Added |
| Tempus Wealth Planning, LLC | 4,609 | $1.32M | 0.40% | +82+1.8% | Added |
| Axxcess Wealth Management, LLC | 4,580 | $1.31M | 0.03% | −170−3.6% | Reduced |
| Courier Capital LLC | 4,553 | $1.30M | 0.09% | −1,443−24.1% | Reduced |
| Summit Asset Management, LLC | 4,544 | $1.30M | 0.23% | +670+17.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 4,500 | $1.29M | 0.22% | +4,500 | New |
| Vident Advisory, LLC | 4,484 | $1.28M | 0.02% | +130+3.0% | Added |
| Diversified Trust Co | 4,451 | $1.27M | 0.03% | +404+10.0% | Added |
| HB Wealth Management, LLC | 4,428 | $1.27M | 0.01% | +394+9.8% | Added |
| Beaumont Asset Management, L.L.C. | 4,376 | $1.25M | 0.72% | −94−2.1% | Reduced |
| Quantinno Capital Management LP | 4,240 | $1.21M | 0.01% | +2,103+98.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,261 | $1.21M | 0.01% | +1,136+36.4% | Added |
| Pictet & Cie (Europe) SA | 4,195 | $1.20M | 0.03% | +38+0.9% | Added |
| RSM US Wealth Management LLC | 4,066 | $1.16M | 0.02% | −122−2.9% | Reduced |
| Walleye Trading LLC | 4,063 | $1.16M | 0.02% | −1,275−23.9% | Reduced |
| Central Pacific Bank - Trust Division | 4,061 | $1.16M | 0.15% | −316−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,053 | $1.16M | 0.02% | −1,298−24.3% | Reduced |
| Koshinski Asset Management, Inc. | 4,051 | $1.16M | 0.10% | +34+0.8% | Added |
| Summit Financial, LLC | 4,043 | $1.16M | 0.04% | −115−2.8% | Reduced |
| Prospera Financial Services Inc | 4,027 | $1.15M | 0.03% | −6−0.1% | Reduced |
| Ascent Group, LLC | 3,990 | $1.14M | 0.09% | +470+13.4% | Added |
| Spirepoint Private Client, LLC | 3,951 | $1.13M | 0.14% | −10.0% | Reduced |
| Empirical Finance, LLC | 3,924 | $1.12M | 0.06% | −44−1.1% | Reduced |