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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 1,637 | $467.8K | 0.23% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,622 | $463.6K | 0.08% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,619 | $462.7K | 0.18% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $457.3K | 0.14% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,600 | $457.3K | 0.22% | +1,600 | New |
| Annex Advisory Services, LLC | 1,594 | $455.5K | 0.01% | −87−5.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,584 | $452.8K | 0.01% | −24−1.5% | Reduced |
| Mirabella Financial Services LLP | 1,580 | $451.5K | 0.04% | +1,580 | New |
| Ossiam | 1,560 | $445.8K | 0.01% | +1,292+482.1% | Added |
| Horizon Investments, LLC | 1,551 | $443.3K | 0.01% | +12+0.8% | Added |
| Resources Management Corp | 1,528 | $437.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,526 | $436.1K | 0.09% | +1,526 | New |
| TD Private Client Wealth LLC | 1,525 | $435.8K | 0.01% | +382+33.4% | Added |
| Prestige Wealth Management Group LLC | 1,514 | $432.7K | 0.09% | −2−0.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,562 | $432.7K | 0.15% | −109−6.5% | Reduced |
| XML Financial, LLC | 1,507 | $430.7K | 0.04% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $429.0K | 0.16% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $428.7K | 0.09% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,500 | $428.7K | 0.46% | +1,500 | New |
| FourThought Financial Partners, LLC | 1,488 | $425.5K | 0.04% | +1,488 | New |
| American National Bank | 1,488 | $425.3K | 0.05% | −3−0.2% | Reduced |
| Johnson Investment Counsel Inc | 1,487 | $425.0K | 0.00% | +77+5.5% | Added |
| Frank, Rimerman Advisors LLC | 1,479 | $422.7K | 0.03% | +32+2.2% | Added |
| Great Valley Advisor Group, Inc. | 1,478 | $422.1K | 0.01% | −450−23.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,475 | $421.5K | 0.01% | +1,475 | New |
| Parallel Advisors, LLC | 1,470 | $420.2K | 0.01% | +101+7.4% | Added |
| Patron Partners Advisors, LLC | 1,470 | $420.1K | 0.23% | −19−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,468 | $419.6K | 0.03% | −18−1.2% | Reduced |
| Smartleaf Asset Management LLC | 1,467 | $419.0K | 0.04% | +832+131.0% | Added |
| Global Retirement Partners, LLC | 1,464 | $418.3K | 0.01% | +281+23.8% | Added |
| Basepoint Wealth LLC | 1,462 | $417.9K | 0.33% | −15−1.0% | Reduced |
| National Asset Management, Inc. | 1,459 | $417.0K | 0.01% | −181−11.0% | Reduced |
| Bridges Investment Management Inc | 1,458 | $416.7K | 0.01% | +202+16.1% | Added |
| Cyrus J. Lawrence, LLC | 1,458 | $416.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,452 | $414.9K | 0.01% | −59−3.9% | Reduced |
| ProVise Management Group, LLC | 1,447 | $413.5K | 0.04% | −174−10.7% | Reduced |
| IFP Advisors, Inc | 1,427 | $413.2K | 0.01% | −108−7.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,417 | $405.0K | 0.18% | −1,046−42.5% | Reduced |
| Nations Financial Group Inc, | 1,416 | $404.8K | 0.03% | −12−0.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,410 | $403.0K | 0.28% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,456 | $402.0K | 0.31% | +4+0.3% | Added |
| Costello Asset Management, INC | 1,400 | $400.1K | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,400 | $400.1K | 0.02% | +23+1.7% | Added |
| MainStreet Investment Advisors LLC | 1,396 | $399.0K | 0.06% | −28−2.0% | Reduced |
| Evercore Wealth Management, LLC | 1,377 | $393.5K | 0.01% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,376 | $393.5K | 0.12% | +5+0.4% | Added |
| Middleton & Co Inc | 1,375 | $393.0K | 0.04% | −100−6.8% | Reduced |
| Atomi Financial Group, Inc. | 1,372 | $392.2K | 0.02% | +262+23.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,369 | $391.1K | 0.06% | +10+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,366 | $390.5K | 0.29% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,360 | $388.7K | 0.07% | +1+0.1% | Added |
| Associated Banc-Corp | 1,354 | $387.0K | 0.01% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 1,354 | $386.8K | 0.40% | +1,354 | New |
| Lake Street Advisors Group, LLC | 1,351 | $386.0K | 0.02% | +39+3.0% | Added |
| Syon Capital LLC | 1,342 | $383.6K | 0.03% | +343+34.3% | Added |
| Hengehold Capital Management LLC | 1,340 | $382.9K | 0.04% | −19−1.4% | Reduced |
| Edgestream Partners, L.P. | 1,320 | $377.2K | 0.02% | +1,320 | New |
| Elios Financial Group Inc. | 1,318 | $376.6K | 0.18% | +4+0.3% | Added |
| AE Wealth Management LLC | 1,312 | $374.9K | 0.00% | +144+12.3% | Added |
| SeaCrest Wealth Management, LLC | 1,301 | $371.7K | 0.04% | +355+37.5% | Added |
| Cullinan Associates Inc | 1,300 | $371.5K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $371.5K | 0.28% | 00.0% | Unchanged |
| Q Fund Management (Hong Kong) Ltd | 1,300 | $371.5K | 0.39% | +1,300 | New |
| Leonteq Securities AG | 1,296 | $370.4K | 0.04% | −712−35.5% | Reduced |
| GTS Securities LLC | 1,295 | $370.1K | 0.02% | −470−26.6% | Reduced |
| Shell Asset Management Co | 1,284 | $367.0K | 0.02% | −118−8.4% | Reduced |
| Cahill Financial Advisors Inc | 1,263 | $360.9K | 0.05% | −19−1.5% | Reduced |
| Monticello Wealth Management, LLC | 1,257 | $359.3K | 0.03% | −2−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,252 | $357.8K | 0.01% | +1,252 | New |
| Sicart Associates LLC | 1,250 | $357.2K | 0.13% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $357.0K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,230 | $351.6K | 0.01% | −155−11.2% | Reduced |
| Gradient Investments LLC | 1,230 | $351.5K | 0.01% | −24−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,229 | $351.2K | 0.02% | +76+6.6% | Added |
| Rehmann Capital Advisory Group | 1,227 | $350.7K | 0.02% | +52+4.4% | Added |
| Harbor Capital Advisors, Inc. | 1,225 | $350.0K | 0.02% | +30+2.5% | Added |
| Steinberg Asset Management LLC | 1,223 | $349.5K | 0.26% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,223 | $349.5K | 0.00% | +479+64.4% | Added |
| FineMark National Bank & Trust | 1,220 | $348.7K | 0.01% | −127−9.4% | Reduced |
| Cidel Asset Management Inc | 1,216 | $347.5K | 0.02% | −913−42.9% | Reduced |
| RMB Capital Management, LLC | 1,215 | $347.2K | 0.01% | −2,074−63.1% | Reduced |
| Fort Point Capital Partners LLC | 1,215 | $347.2K | 0.04% | −73−5.7% | Reduced |
| Madden Securities Corp | 1,215 | $347.2K | 0.14% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,213 | $346.7K | 0.10% | +409+50.9% | Added |
| Tyche Wealth Partners LLC | 1,201 | $343.1K | 0.07% | +1+0.1% | Added |
| Orrstown Financial Services Inc | 1,200 | $342.9K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $342.9K | 0.08% | +800+200.0% | Added |
| Profund Advisors LLC | 1,198 | $342.4K | 0.01% | −182−13.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,181 | $337.6K | 0.09% | +2+0.2% | Added |
| Banco BTG Pactual S.A. | 1,200 | $337.1K | 0.08% | +1,200 | New |
| Keel Point, LLC | 1,176 | $336.1K | 0.03% | +84+7.7% | Added |
| Cigna Investments Inc | 1,176 | $336.0K | 0.06% | −18−1.5% | Reduced |
| Cohen & Steers, Inc. | 1,174 | $336.0K | 0.00% | +178+17.9% | Added |
| Hardin Capital Partners, LLC | 1,170 | $334.4K | 0.20% | 00.0% | Unchanged |
| First Community Trust NA | 1,168 | $333.8K | 0.24% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,163 | $332.4K | 0.01% | −20−1.7% | Reduced |
| Clarius Group, LLC | 1,159 | $331.2K | 0.02% | −117−9.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,151 | $329.0K | 0.17% | +1,151 | New |
| Mattson Financial Services, LLC | 1,224 | $328.6K | 0.10% | +1,200+5,000.0% | Added |
| Strategic Financial Concepts, LLC | 1,148 | $328.2K | 0.06% | +1,148 | New |