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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 3,902 | $1.12M | 0.04% | −20−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 3,900 | $1.11M | 0.31% | +3,350+609.1% | Added |
| Coldstream Capital Management Inc | 3,883 | $1.11M | 0.02% | +741+23.6% | Added |
| Simplex Trading, LLC | 3,865 | $1.10M | 0.03% | +583+17.8% | Added |
| Resources Investment Advisors, LLC. | 3,858 | $1.10M | 0.01% | +128+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,775 | $1.08M | 0.04% | +33+0.9% | Added |
| FORA Capital, LLC | 3,772 | $1.08M | 0.12% | −13,150−77.7% | Reduced |
| Burney Co | 3,717 | $1.06M | 0.04% | +57+1.6% | Added |
| QRG Capital Management, Inc. | 3,660 | $1.05M | 0.01% | +65+1.8% | Added |
| V-Square Quantitative Management LLC | 3,632 | $1.04M | 0.15% | −5−0.1% | Reduced |
| Ostrum Asset Management | 3,615 | $1.03M | 0.09% | +136+3.9% | Added |
| Impax Asset Management Group plc | 3,613 | $1.03M | 0.00% | −15,744−81.3% | Reduced |
| Apollon Wealth Management, LLC | 3,613 | $1.03M | 0.02% | +535+17.4% | Added |
| Ofi Invest Asset Management | 3,730 | $1.03M | 0.02% | +3,730 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,584 | $1.02M | 0.02% | −12−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,580 | $1.02M | 0.01% | −2,489−41.0% | Reduced |
| Uncommon Cents Investing LLC | 3,575 | $1.02M | 0.30% | −160−4.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,569 | $1.02M | 0.07% | −4,957−58.1% | Reduced |
| Bryce Point Capital, LLC | 3,518 | $1.01M | 0.29% | +3,518 | New |
| Boston Private Wealth LLC | 3,512 | $1.00M | 0.02% | +3,512 | New |
| First Commonwealth Financial Corp | 3,464 | $990.0K | 0.23% | −24−0.7% | Reduced |
| Ci Investments Inc. | 3,443 | $984.0K | 0.00% | +1,154+50.4% | Added |
| Allstate Corp | 3,421 | $977.7K | 0.03% | +3,421 | New |
| Connecticut Wealth Management, LLC | 3,407 | $973.7K | 0.05% | +55+1.6% | Added |
| Integrated Investment Consultants, LLC | 3,398 | $971.1K | 0.20% | +222+7.0% | Added |
| International Assets Investment Management, LLC | 3,448 | $968.6K | 0.08% | −932,730−99.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,387 | $968.0K | 0.03% | +174+5.4% | Added |
| Quantum Private Wealth, LLC | 3,375 | $964.7K | 0.31% | +10+0.3% | Added |
| Bleakley Financial Group, LLC | 3,353 | $958.1K | 0.03% | +182+5.7% | Added |
| Heritage Trust Co | 3,330 | $951.7K | 0.11% | +3,330 | New |
| Adviser Investments LLC | 3,322 | $949.4K | 0.01% | +1,033+45.1% | Added |
| Daymark Wealth Partners, LLC | 3,295 | $941.7K | 0.04% | +53+1.6% | Added |
| NewEdge Wealth, LLC | 3,289 | $940.0K | 0.02% | −534−14.0% | Reduced |
| Global Trust Asset Management, LLC | 3,284 | $938.6K | 0.36% | +512+18.5% | Added |
| Addison Capital Co | 3,274 | $935.7K | 0.37% | +159+5.1% | Added |
| Private Trust Co NA | 3,203 | $915.5K | 0.09% | −928−22.5% | Reduced |
| First Foundation Advisors | 3,160 | $903.1K | 0.03% | −63−2.0% | Reduced |
| Heritage Wealth Partners, LLC | 3,097 | $885.1K | 1.11% | +21+0.7% | Added |
| Integrated Advisors Network LLC | 3,092 | $883.6K | 0.04% | −332−9.7% | Reduced |
| Guggenheim Capital LLC | 3,081 | $880.5K | 0.01% | +105+3.5% | Added |
| Advisory Services Network, LLC | 3,080 | $880.0K | 0.02% | −1,749−36.2% | Reduced |
| Morse Asset Management, Inc | 3,077 | $879.4K | 0.20% | +3,077 | New |
| Capital Asset Advisory Services LLC | 3,099 | $876.4K | 0.04% | −193−5.9% | Reduced |
| CAPROCK Group, Inc. | 3,052 | $872.4K | 0.03% | +135+4.6% | Added |
| Assetmark, Inc | 3,047 | $870.8K | 0.00% | +561+22.6% | Added |
| Squarepoint Ops LLC | 3,032 | $866.5K | 0.00% | −47,510−94.0% | Reduced |
| Nwam LLC | 3,017 | $862.2K | 0.05% | +1,973+189.0% | Added |
| Empowered Funds, LLC | 3,010 | $860.2K | 0.01% | −3,928−56.6% | Reduced |
| RBF Capital, LLC | 3,000 | $857.4K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,119 | $852.7K | 0.04% | +25+0.8% | Added |
| Rossmore Private Capital | 2,964 | $847.1K | 0.10% | 00.0% | Unchanged |
| CLG LLC | 2,951 | $843.4K | 0.30% | +2,951 | New |
| Massmutual Trust Co FSB | 2,951 | $843.4K | 0.02% | −30−1.0% | Reduced |
| Wahed Invest LLC | 2,944 | $841.4K | 0.14% | +162+5.8% | Added |
| Western Wealth Management, LLC | 2,923 | $835.3K | 0.04% | +53+1.8% | Added |
| Commerzbank Aktiengesellschaft | 2,913 | $833.0K | 0.02% | +878+43.1% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $828.8K | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,886 | $824.0K | 0.00% | −97−3.3% | Reduced |
| WR Wealth Planners, LLC | 2,860 | $817.4K | 0.26% | +429+17.6% | Added |
| Alyeska Investment Group, L.P. | 2,848 | $813.9K | 0.00% | −147,674−98.1% | Reduced |
| Perigon Wealth Management, LLC | 2,877 | $808.2K | 0.02% | +94+3.4% | Added |
| Evelyn Partners Investment Management LLP | 2,801 | $800.5K | 0.03% | +2,801 | New |
| Monetta Financial Services Inc | 2,800 | $800.2K | 0.64% | +2,800 | New |
| Marietta Investment Partners LLC | 2,791 | $797.6K | 0.18% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,780 | $794.0K | 0.02% | −2,075−42.7% | Reduced |
| Flputnam Investment Management Co | 2,775 | $793.0K | 0.01% | −239−7.9% | Reduced |
| Fire Capital Management LLC | 2,771 | $791.9K | 0.59% | +2,771 | New |
| Beaton Management Co. Inc. | 2,768 | $791.0K | 0.41% | −50−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 2,759 | $788.5K | 0.06% | +19+0.7% | Added |
| Boston Financial Mangement LLC | 2,754 | $787.1K | 0.02% | −36−1.3% | Reduced |
| Merit Financial Group, LLC | 2,752 | $786.6K | 0.01% | +937+51.6% | Added |
| Wealthspire Advisors, LLC | 2,746 | $784.8K | 0.01% | +106+4.0% | Added |
| Mendel Money Management | 2,721 | $777.6K | 0.35% | +45+1.7% | Added |
| Agate Pass Investment Management, LLC | 2,705 | $773.1K | 0.35% | +2,705 | New |
| Congress Asset Management Co | 2,701 | $772.1K | 0.01% | −1,124−29.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $771.6K | 0.23% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,680 | $765.9K | 0.10% | −40−1.5% | Reduced |
| Financial Management Network Inc | 2,696 | $762.5K | 0.16% | +10.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,650 | $756.9K | 0.30% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,624 | $749.9K | 0.04% | −403−13.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,612 | $746.5K | 0.01% | −1,293−33.1% | Reduced |
| Edge Capital Group, LLC | 2,611 | $746.2K | 0.03% | +5+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 2,610 | $745.8K | 0.08% | +382+17.1% | Added |
| MONECO Advisors, LLC | 2,603 | $743.9K | 0.08% | +86+3.4% | Added |
| Cyndeo Wealth Partners, LLC | 2,572 | $735.1K | 0.05% | −9−0.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,562 | $732.2K | 0.33% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 2,546 | $727.6K | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,535 | $724.0K | 0.00% | −2,869−53.1% | Reduced |
| Janney Capital Management LLC | 2,531 | $723.0K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,501 | $714.8K | 0.07% | −117−4.5% | Reduced |
| AlphaCentric Advisors LLC | 2,500 | $714.5K | 0.71% | +250+11.1% | Added |
| Golden State Wealth Management, LLC | 2,500 | $714.5K | 0.11% | +2,500 | New |
| IHT Wealth Management, LLC | 2,500 | $714.5K | 0.02% | −460−15.5% | Reduced |
| Wedbush Securities Inc | 2,500 | $714.0K | 0.03% | +81+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,494 | $712.8K | 0.06% | +2,494 | New |
| Signaturefd, LLC | 2,492 | $712.3K | 0.01% | +126+5.3% | Added |
| Washington Trust Co | 2,476 | $707.6K | 0.03% | +20+0.8% | Added |
| Meeder Advisory Services, Inc. | 2,450 | $700.3K | 0.04% | +175+7.7% | Added |
| Clearstead Advisors, LLC | 2,445 | $698.9K | 0.01% | −55−2.2% | Reduced |
| Bayesian Capital Management, LP | 2,421 | $691.9K | 0.08% | +1,606+197.1% | Added |