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 |
|---|---|---|---|---|---|
| Aurora Private Wealth, Inc. | 1,149 | $328.0K | 0.25% | +5+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,144 | $326.9K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,140 | $325.7K | 0.01% | −86−7.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,138 | $325.2K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,136 | $324.8K | 0.03% | +4+0.4% | Added |
| Sonora Investment Management Group, LLC | 1,130 | $322.9K | 0.02% | +113+11.1% | Added |
| SevenBridge Financial Group, LLC | 1,063 | $322.9K | 0.06% | −59−5.3% | Reduced |
| Pacifica Partners Inc. | 1,149 | $322.7K | 0.14% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $320.0K | 0.13% | 00.0% | Unchanged |
| Summit X, LLC | 1,118 | $319.5K | 0.07% | +2+0.2% | Added |
| Principal Securities, Inc. | 1,117 | $319.2K | 0.01% | +182+19.5% | Added |
| Cedar Point Capital Partners, LLC | 1,116 | $318.9K | 0.22% | +255+29.6% | Added |
| Ameritas Investment Partners, Inc. | 1,100 | $314.4K | 0.01% | −49−4.3% | Reduced |
| Capital Investment Counsel, Inc | 1,090 | $311.5K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 1,084 | $309.8K | 0.01% | −4−0.4% | Reduced |
| Rebalance, LLC | 1,083 | $309.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,082 | $309.1K | 0.19% | +40+3.8% | Added |
| Brookstone Capital Management | 1,074 | $306.9K | 0.00% | +71+7.1% | Added |
| 1776 Wealth LLC | 1,068 | $305.2K | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,063 | $304.0K | 0.00% | +299+39.1% | Added |
| Jacobi Capital Management LLC | 1,056 | $301.9K | 0.02% | −2−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,023 | $301.2K | 0.07% | −1−0.1% | Reduced |
| We Are One Seven, LLC | 1,053 | $301.0K | 0.01% | +1,053 | New |
| Kelly Financial Services LLC | 1,050 | $300.2K | 0.11% | +63+6.4% | Added |
| Live Oak Private Wealth LLC | 1,050 | $300.1K | 0.05% | +9+0.9% | Added |
| Grange Capital, LLC | 1,050 | $300.1K | 0.31% | +1,050 | New |
| Carnegie Lake Advisors LLC | 1,048 | $300.0K | 0.12% | 00.0% | Unchanged |
| Plancorp, LLC | 1,049 | $299.8K | 0.01% | +21+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,044 | $298.4K | 0.00% | +63+6.4% | Added |
| Pitcairn Co | 1,034 | $295.5K | 0.02% | +10+1.0% | Added |
| Hilltop Holdings Inc. | 1,034 | $295.3K | 0.02% | +227+28.1% | Added |
| Simmons Bank | 1,031 | $294.6K | 0.02% | −10−1.0% | Reduced |
| BSW Wealth Partners | 1,029 | $294.0K | 0.04% | +108+11.7% | Added |
| Farther Finance Advisors, LLC | 1,029 | $294.0K | 0.01% | −494−32.4% | Reduced |
| WMS Partners, LLC | 1,027 | $293.5K | 0.02% | +24+2.4% | Added |
| Nemes Rush Group LLC | 1,024 | $292.7K | 0.04% | −896−46.7% | Reduced |
| Parsons Capital Management Inc | 1,022 | $292.1K | 0.02% | −50−4.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,021 | $291.8K | 0.02% | −109−9.6% | Reduced |
| Chilton Capital Management LLC | 1,018 | $290.9K | 0.01% | +64+6.7% | Added |
| Verity & Verity, LLC | 1,017 | $290.6K | 0.03% | +1,017 | New |
| Kickstand Ventures, LLC. | 1,016 | $290.4K | 0.07% | −23−2.2% | Reduced |
| Bokf, NA | 1,057 | $289.0K | 0.00% | +2+0.2% | Added |
| Capital Investment Advisory Services, LLC | 1,008 | $288.1K | 0.03% | −3−0.3% | Reduced |
| Certified Advisory Corp | 1,008 | $288.1K | 0.03% | −4−0.4% | Reduced |
| Kooman & Associates | 1,006 | $287.5K | 0.10% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 1,004 | $286.9K | 0.04% | −1−0.1% | Reduced |
| FMB Wealth Management | 1,004 | $286.9K | 0.16% | +2+0.2% | Added |
| South Dakota Investment Council | 1,000 | $286.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $285.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $285.8K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $285.8K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $285.8K | 0.03% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,000 | $285.8K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 998 | $285.2K | 0.12% | 00.0% | Unchanged |
| Second Line Capital, LLC | 995 | $284.4K | 0.08% | +32+3.3% | Added |
| Eastern Bank | 990 | $282.9K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 989 | $282.6K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 985 | $281.4K | 0.01% | −340−25.7% | Reduced |
| Brighton Jones LLC | 983 | $280.8K | 0.01% | +983 | New |
| Pettyjohn, Wood & White, Inc | 982 | $280.6K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 977 | $279.3K | 0.00% | +35+3.7% | Added |
| Financial Engines Advisors L.L.C. | 976 | $278.9K | 0.00% | +976 | New |
| Concurrent Investment Advisors, LLC | 974 | $278.4K | 0.01% | −11−1.1% | Reduced |
| Financial Security Advisor, Inc. | 972 | $277.7K | 0.07% | +4+0.4% | Added |
| Linscomb & Williams, Inc. | 969 | $276.9K | 0.01% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 966 | $276.1K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 960 | $274.3K | 0.02% | +4+0.4% | Added |
| NorthRock Partners, LLC | 954 | $272.6K | 0.01% | −204−17.6% | Reduced |
| Marshall & Sullivan Inc | 950 | $271.5K | 0.13% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 946 | $270.3K | 0.03% | +105+12.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 942 | $269.3K | 0.07% | −1,252−57.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 937 | $267.8K | 0.04% | −302−24.4% | Reduced |
| Chelsea Counsel Co | 922 | $263.5K | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 920 | $262.9K | 0.02% | +80+9.5% | Added |
| Bishop & Co Investment Management, LLC | 918 | $262.4K | 0.10% | 00.0% | Unchanged |
| Caldwell Trust Co | 917 | $262.1K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 910 | $260.3K | 0.05% | +1+0.1% | Added |
| Diligent Investors, LLC | 909 | $259.7K | 0.06% | +2+0.2% | Added |
| Conning Inc. | 901 | $257.5K | 0.01% | −26−2.8% | Reduced |
| Smart Money Group LLC | 900 | $257.3K | 0.09% | +4+0.4% | Added |
| Pine Harbor Wealth Management, LLC | 900 | $257.2K | 0.10% | 00.0% | Unchanged |
| Capital City Trust Co | 893 | $255.2K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 891 | $254.6K | 0.02% | −247−21.7% | Reduced |
| Private Management Group Inc | 891 | $254.6K | 0.01% | 00.0% | Unchanged |
| Fragasso Group Inc. | 889 | $254.1K | 0.02% | +9+1.0% | Added |
| Legacy Advisors, LLC | 889 | $254.1K | 0.02% | +889 | New |
| Aviso Financial Inc. | 886 | $253.2K | 0.01% | −43−4.6% | Reduced |
| Fieldview Capital Management, LLC | 884 | $252.6K | 0.04% | +884 | New |
| Vise Technologies, Inc. | 883 | $252.4K | 0.02% | +883 | New |
| M. Kulyk & Associates, LLC | 881 | $251.8K | 0.05% | +4+0.5% | Added |
| Fiduciary Alliance LLC | 873 | $249.5K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 873 | $249.5K | 0.04% | +1+0.1% | Added |
| Key Financial Inc | 869 | $248.4K | 0.06% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 868 | $248.1K | 0.00% | +868 | New |
| Beacon Investment Advisory Services, Inc. | 867 | $247.8K | 0.01% | −314−26.6% | Reduced |
| First Business Financial Services, Inc. | 867 | $247.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 867 | $247.8K | 0.03% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 864 | $246.9K | 0.09% | +864 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 864 | $246.9K | 0.01% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 863 | $246.6K | 0.11% | −59−6.4% | Reduced |