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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 2,411 | $689.0K | 0.02% | +69+2.9% | Added |
| Evermay Wealth Management LLC | 2,406 | $687.6K | 0.10% | +164+7.3% | Added |
| Warren Averett Asset Management, LLC | 2,398 | $685.3K | 0.01% | +1,471+158.7% | Added |
| North Star Investment Management Corp. | 2,397 | $685.0K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,394 | $684.2K | 0.07% | +272+12.8% | Added |
| Acropolis Investment Management, LLC | 2,383 | $681.1K | 0.04% | −60−2.5% | Reduced |
| HM Payson & Co | 2,371 | $677.6K | 0.01% | −768−24.5% | Reduced |
| GAMMA Investing LLC | 2,347 | $670.7K | 0.06% | +347+17.3% | Added |
| Choate Investment Advisors | 2,344 | $669.9K | 0.02% | +82+3.6% | Added |
| Pensionmark Financial Group, LLC | 2,343 | $669.7K | 0.02% | +2,343 | New |
| MCF Advisors LLC | 2,332 | $666.6K | 0.05% | +1,141+95.8% | Added |
| Coppell Advisory Solutions LLC | 2,294 | $655.2K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 2,269 | $648.0K | 0.00% | −120−5.0% | Reduced |
| Stiles Financial Services Inc | 2,252 | $643.5K | 0.23% | +7+0.3% | Added |
| Baldwin Investment Management, LLC | 2,231 | $637.6K | 0.08% | −239−9.7% | Reduced |
| Mystic Asset Management, Inc. | 2,230 | $637.3K | 0.17% | −150−6.3% | Reduced |
| Hoge Financial Services, LLC | 2,215 | $633.0K | 0.46% | −16−0.7% | Reduced |
| Evergreen Capital Management LLC | 2,214 | $632.7K | 0.02% | −6−0.3% | Reduced |
| Finivi Inc. | 2,209 | $631.3K | 0.50% | +2,209 | New |
| Aptus Capital Advisors, LLC | 2,188 | $625.2K | 0.01% | +288+15.2% | Added |
| Atria Investments LLC | 2,163 | $618.3K | 0.01% | +874+67.8% | Added |
| First Citizens Bank & Trust Co | 2,149 | $614.2K | 0.01% | −95−4.2% | Reduced |
| Point72 (DIFC) Ltd | 2,147 | $613.6K | 0.06% | −3,999−65.1% | Reduced |
| Kingsview Wealth Management, LLC | 2,127 | $607.9K | 0.01% | +23+1.1% | Added |
| Mutual Advisors, LLC | 2,155 | $605.5K | 0.02% | −132−5.8% | Reduced |
| GLOBALT Investments LLC | 2,118 | $605.3K | 0.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $600.2K | 0.22% | 00.0% | Unchanged |
| Everett Harris & Co | 2,100 | $600.2K | 0.01% | +500+31.3% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $600.0K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,092 | $597.9K | 0.06% | +55+2.7% | Added |
| Davis Investment Partners, LLC | 2,185 | $597.4K | 0.25% | −130−5.6% | Reduced |
| Interchange Capital Partners, LLC | 2,084 | $595.5K | 0.22% | −10−0.5% | Reduced |
| WJ Wealth Management, LLC | 2,080 | $594.4K | 0.20% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,075 | $593.0K | 0.02% | −39−1.8% | Reduced |
| Hager Investment Management Services, LLC | 2,063 | $589.6K | 0.37% | +2,063 | New |
| Advisors Capital Management, LLC | 2,045 | $584.4K | 0.01% | +9+0.4% | Added |
| MTM Investment Management, LLC | 2,043 | $583.9K | 0.22% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,911 | $580.0K | 0.10% | +1,552+46.2% | Added |
| LRI Investments, LLC | 2,026 | $579.1K | 0.06% | +6+0.3% | Added |
| Dakota Wealth Management | 2,019 | $577.0K | 0.01% | −26−1.3% | Reduced |
| PFG Investments, LLC | 2,013 | $575.4K | 0.04% | −58−2.8% | Reduced |
| Ieq Capital, LLC | 2,003 | $572.3K | 0.01% | −3,953−66.4% | Reduced |
| HBK Sorce Advisory LLC | 2,002 | $572.1K | 0.02% | −58−2.8% | Reduced |
| Drake & Associates, LLC | 2,121 | $569.4K | 0.16% | +10+0.5% | Added |
| Ellenbecker Investment Group | 1,990 | $569.0K | 0.10% | +5+0.3% | Added |
| Equitable Holdings, Inc. | 1,990 | $568.7K | 0.01% | +1,078+118.2% | Added |
| Capstone Investment Advisors, LLC | 1,987 | $567.9K | 0.01% | −2,352−54.2% | Reduced |
| Strong Tower Advisory Services | 1,981 | $566.3K | 0.15% | +122+6.6% | Added |
| Sound View Wealth Advisors Group, LLC | 1,980 | $565.9K | 0.05% | −5,537−73.7% | Reduced |
| Focus Financial Network, Inc. | 1,967 | $562.2K | 0.02% | +91+4.9% | Added |
| S.E.E.D. Planning Group LLC | 1,957 | $559.2K | 0.19% | −5−0.3% | Reduced |
| KG&L Capital Management,LLC | 1,951 | $557.6K | 0.18% | −390−16.7% | Reduced |
| TownSquare Capital, LLC | 1,939 | $553.9K | 0.01% | −165−7.8% | Reduced |
| Vestcor Inc | 1,931 | $552.0K | 0.02% | −3−0.2% | Reduced |
| Claret Asset Management Corp | 1,933 | $552.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,931 | $551.9K | 0.01% | −81−4.0% | Reduced |
| TigerOak Management, L.L.C. | 1,931 | $551.9K | 0.20% | +1,931 | New |
| J.W. Cole Advisors, Inc. | 1,916 | $547.6K | 0.02% | +18+0.9% | Added |
| Laurion Capital Management LP | 1,911 | $546.1K | 0.03% | +1,911 | New |
| Ballentine Partners, LLC | 1,907 | $545.0K | 0.01% | +330+20.9% | Added |
| Argent Advisors, Inc. | 1,900 | $543.0K | 0.20% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,900 | $543.0K | 0.31% | +213+12.6% | Added |
| Whittier Trust Co | 1,896 | $541.8K | 0.01% | +35+1.9% | Added |
| Bryn Mawr Trust Co | 1,893 | $541.0K | 0.01% | +163+9.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,889 | $539.6K | 0.37% | +1,889 | New |
| AssuredPartners Investment Advisors, LLC | 1,885 | $538.8K | 0.10% | +1,885 | New |
| Octavia Wealth Advisors, LLC | 1,884 | $538.4K | 0.07% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $538.1K | 0.44% | 00.0% | Unchanged |
| Groupe la Francaise | 1,850 | $533.9K | 0.01% | +1,850 | New |
| Moors & Cabot, Inc. | 1,865 | $533.0K | 0.03% | −158−7.8% | Reduced |
| Montag A & Associates Inc | 1,865 | $532.9K | 0.03% | +10+0.5% | Added |
| Intech Investment Management LLC | 1,863 | $532.4K | 0.01% | 00.0% | Unchanged |
| Natixis | 1,853 | $529.6K | 0.00% | +1,853 | New |
| Beacon Pointe Advisors, LLC | 1,834 | $524.2K | 0.01% | −96−5.0% | Reduced |
| Stonegate Investment Group, LLC | 1,817 | $519.3K | 0.01% | −911−33.4% | Reduced |
| Frazier Financial Advisors, LLC | 1,818 | $519.3K | 0.41% | −3−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,800 | $514.4K | 0.06% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,794 | $512.7K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,792 | $512.1K | 0.02% | +9+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,766 | $504.7K | 0.02% | −35−1.9% | Reduced |
| Forte Capital LLC | 1,759 | $502.7K | 0.06% | −10−0.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,754 | $501.3K | 0.16% | 00.0% | Unchanged |
| Anb Bank | 1,745 | $498.7K | 0.22% | +1,745 | New |
| Hoey Investments, Inc | 1,744 | $498.4K | 0.08% | −479−21.5% | Reduced |
| Burford Brothers, Inc. | 1,741 | $497.6K | 0.24% | +1,741 | New |
| Cottage Street Advisors LLC | 1,713 | $489.5K | 0.25% | −19−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,709 | $488.6K | 0.03% | +24+1.4% | Added |
| Navalign, LLC | 1,707 | $487.9K | 0.14% | +7+0.4% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $487.8K | 0.35% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,701 | $486.1K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,691 | $483.3K | 0.03% | −114−6.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,680 | $481.0K | 0.07% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1,680 | $480.1K | 0.26% | +80+5.0% | Added |
| Sovran Advisors, LLC | 1,729 | $478.9K | 0.07% | +1,729 | New |
| Cambiar Investors LLC | 1,673 | $478.1K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,667 | $476.4K | 0.06% | +1,667 | New |
| 1st Source Bank | 1,657 | $473.6K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,655 | $473.0K | 0.06% | −9−0.5% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $471.0K | 0.33% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,619 | $470.7K | 0.07% | −2,350−59.2% | Reduced |