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, Q1 2025
Institutional positions in Rockwell Automation, Inc as of Mar 31, 2025. 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
- 1,172
- −23 vs. Q4 2024
- Shares held
- 92.0M
- −1.60M (−1.7%) vs. Q4 2024
- Total value
- $23.7B
- −$3.01B (−11.3%) vs. Q4 2024
- New holders
- 120
- 395 more added
- Sold out
- 143
- 428 more reduced
21 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,850,958 | $3.58B | 0.06% | −25,572−0.2% | Reduced |
| BlackRock, Inc. | 8,792,162 | $2.27B | 0.05% | +163,141+1.9% | Added |
| Price T Rowe Associates Inc | 5,870,331 | $1.52B | 0.19% | −1,244,949−17.5% | Reduced |
| State Street Corp | 4,744,927 | $1.23B | 0.05% | +20,884+0.4% | Added |
| Geode Capital Management, LLC | 2,826,323 | $727.9M | 0.06% | +91,893+3.4% | Added |
| Morgan Stanley | 2,570,186 | $664.1M | 0.05% | +283,861+12.4% | Added |
| UBS Group AG | 2,395,696 | $619.0M | 0.14% | +113,799+5.0% | Added |
| Lazard Asset Management LLC | 2,179,247 | $563.1M | 0.86% | −274,359−11.2% | Reduced |
| Goldman Sachs Group Inc | 1,819,379 | $470.1M | 0.09% | +191,370+11.8% | Added |
| Charles Schwab Investment Management Inc | 1,579,956 | $408.2M | 0.08% | +9,920+0.6% | Added |
| Bank of America Corp | 1,469,346 | $379.6M | 0.03% | +156,392+11.9% | Added |
| Invesco Ltd. | 1,448,160 | $374.2M | 0.07% | +30,837+2.2% | Added |
| Amundi | 1,549,415 | $371.8M | 0.14% | −524,179−25.3% | Reduced |
| Northern Trust Corp | 1,396,303 | $360.8M | 0.05% | +4,972+0.4% | Added |
| Alliancebernstein L.P. | 1,170,651 | $302.5M | 0.11% | −117,080−9.1% | Reduced |
| UBS Asset Management Americas Inc | 1,170,010 | $302.3M | 0.08% | +11,849+1.0% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,000,575 | $258.3M | 1.45% | −31,700−3.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 994,313 | $256.9M | 0.18% | −13,896−1.4% | Reduced |
| Norges Bank | 959,233 | $247.8M | 0.03% | −35,122−3.5% | Reduced |
| Dimensional Fund Advisors LP | 867,586 | $224.1M | 0.06% | +16,860+2.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 781,785 | $202.0M | 0.43% | −52,837−6.3% | Reduced |
| Bank of New York Mellon Corp | 765,160 | $197.7M | 0.04% | −9,221−1.2% | Reduced |
| Fisher Asset Management, LLC | 739,789 | $191.1M | 0.08% | +49,860+7.2% | Added |
| Legal & General Group Plc | 711,315 | $183.8M | 0.05% | −1,967−0.3% | Reduced |
| Champlain Investment Partners, LLC | 666,017 | $172.1M | 1.25% | −188,655−22.1% | Reduced |
| Wellington Management Group LLP | 662,327 | $171.1M | 0.03% | −13,160−1.9% | Reduced |
| Thrivent Financial for Lutherans | 514,404 | $132.9M | 0.29% | −286−0.1% | Reduced |
| FIL Ltd | 512,455 | $132.4M | 0.13% | +247,148+93.2% | Added |
| Pictet Asset Management Holding SA | 490,391 | $126.7M | 0.14% | −121,007−19.8% | Reduced |
| Franklin Resources Inc | 470,326 | $121.5M | 0.04% | −97,121−17.1% | Reduced |
| Deutsche Bank AG | 460,405 | $119.0M | 0.05% | +7,958+1.8% | Added |
| DekaBank Deutsche Girozentrale | 456,965 | $116.9M | 0.23% | +39,941+9.6% | Added |
| Nordea Investment Management AB | 451,995 | $114.7M | 0.12% | −10,542−2.3% | Reduced |
| Davenport & Co LLC | 423,907 | $109.6M | 0.65% | +15,571+3.8% | Added |
| Mairs & Power Inc | 418,461 | $108.1M | 1.13% | −348−0.1% | Reduced |
| Neuberger Berman Group LLC | 408,578 | $105.6M | 0.09% | −79,588−16.3% | Reduced |
| JPMorgan Chase & Co | 394,695 | $102.0M | 0.01% | +62,561+18.8% | Added |
| Adage Capital Partners GP, L.L.C. | 381,092 | $98.5M | 0.18% | −35,801−8.6% | Reduced |
| Holocene Advisors, LP | 378,730 | $97.9M | 0.29% | +378,730 | New |
| Raymond James Financial Inc | 357,080 | $92.3M | 0.03% | +243,249+213.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355,182 | $91.8M | 0.08% | +31,772+9.8% | Added |
| Quilter Plc | 351,350 | $90.8M | 1.89% | +19,463+5.9% | Added |
| Sterling Capital Management LLC | 347,455 | $89.8M | 1.39% | +147,503+73.8% | Added |
| King Luther Capital Management Corp | 337,613 | $87.2M | 0.40% | −40,674−10.8% | Reduced |
| Swiss National Bank | 318,400 | $82.3M | 0.06% | −2,100−0.7% | Reduced |
| Citadel Advisors LLC | 307,203 | $79.4M | 0.08% | +111,565+57.0% | Added |
| Saturna Capital CORP | 301,300 | $77.8M | 1.17% | 00.0% | Unchanged |
| Voya Investment Management LLC | 292,527 | $75.6M | 0.08% | −643,199−68.7% | Reduced |
| Blair William & Co | 289,366 | $74.8M | 0.23% | −21,560−6.9% | Reduced |
| Great Lakes Advisors, LLC | 286,624 | $73.9M | 0.66% | +286,624 | New |
| Envestnet Asset Management Inc | 279,852 | $72.3M | 0.02% | +88,713+46.4% | Added |
| Barclays PLC | 268,449 | $69.4M | 0.03% | +116,095+76.2% | Added |
| Ceredex Value Advisors LLC | 261,121 | $67.5M | 1.48% | +43,159+19.8% | Added |
| Wells Fargo & Company | 259,945 | $67.2M | 0.02% | +10,826+4.3% | Added |
| Primecap Management Co | 255,450 | $66.0M | 0.05% | −1,580−0.6% | Reduced |
| Citigroup Inc | 247,294 | $63.9M | 0.05% | +89,780+57.0% | Added |
| Nuveen, LLC | 246,272 | $63.6M | 0.02% | +246,272 | New |
| Royal Bank of Canada | 241,802 | $62.5M | 0.01% | −11,596−4.6% | Reduced |
| FMR LLC | 239,053 | $61.8M | 0.00% | −7,671−3.1% | Reduced |
| Principal Financial Group Inc | 232,563 | $60.1M | 0.03% | +19,064+8.9% | Added |
| Rhumbline Advisers | 220,535 | $57.0M | 0.05% | +9,681+4.6% | Added |
| Huntington National Bank | 219,910 | $56.8M | 0.41% | +3,990+1.8% | Added |
| Westfield Capital Management Co LP | 219,860 | $56.8M | 0.28% | −1,490−0.7% | Reduced |
| HSBC Holdings PLC | 218,560 | $56.2M | 0.04% | +19,469+9.8% | Added |
| Stifel Financial Corp | 213,146 | $55.1M | 0.06% | +6,278+3.0% | Added |
| TimesSquare Capital Management, LLC | 211,885 | $54.7M | 0.88% | +17,310+8.9% | Added |
| BNP Paribas Arbitrage, SA | 208,286 | $53.8M | 0.04% | +20,280+10.8% | Added |
| Pinebridge Investments, L.P. | 204,704 | $52.9M | 0.43% | +49,905+32.2% | Added |
| Candriam Luxembourg S.C.A. | 200,774 | $51.9M | 0.32% | −5,689−2.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 200,624 | $51.8M | 2.89% | −1,115−0.6% | Reduced |
| Birch Hill Investment Advisors LLC | 197,863 | $51.1M | 2.42% | +500.0% | Added |
| UniSuper Management Pty Ltd | 188,840 | $48.8M | 0.36% | −54,543−22.4% | Reduced |
| LPL Financial LLC | 184,456 | $47.7M | 0.02% | +32,873+21.7% | Added |
| Stephens Investment Management Group LLC | 184,167 | $47.6M | 0.69% | +4,664+2.6% | Added |
| Worldquant Millennium Advisors LLC | 183,782 | $47.5M | 0.30% | +183,782 | New |
| Jane Street Group, LLC | 176,081 | $45.5M | 0.08% | +120,363+216.0% | Added |
| California Public Employees Retirement System | 173,840 | $44.9M | 0.03% | +32,395+22.9% | Added |
| Ameriprise Financial Inc | 172,875 | $44.7M | 0.01% | −12,106−6.5% | Reduced |
| Truist Financial Corp | 171,532 | $44.3M | 0.07% | +69,185+67.6% | Added |
| California State Teachers Retirement System | 170,211 | $44.0M | 0.05% | −168−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 167,332 | $43.2M | 2.31% | +442+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 159,481 | $41.2M | 0.17% | +147,985+1,287.3% | Added |
| National Pension Service | 158,687 | $41.0M | 0.04% | +18,971+13.6% | Added |
| Great West Life Assurance Co | 157,293 | $40.7M | 0.07% | +2,566+1.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $40.0M | 0.36% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 151,488 | $39.1M | 0.07% | −16,645−9.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 148,850 | $38.5M | 0.10% | −9,003−5.7% | Reduced |
| Canada Pension Plan Investment Board | 147,659 | $38.2M | 0.04% | +67,725+84.7% | Added |
| Prudential Financial Inc | 133,113 | $34.4M | 0.05% | +71,839+117.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 133,108 | $34.4M | 0.15% | +126,709+1,980.1% | Added |
| SEI Investments Co | 130,138 | $33.6M | 0.04% | +19,686+17.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 126,348 | $32.6M | 0.07% | −33,652−21.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 124,263 | $32.1M | 0.06% | −2,470−1.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 122,965 | $31.8M | 0.32% | +122,965 | New |
| Bank of Montreal | 121,851 | $31.5M | 0.02% | −20,065−14.1% | Reduced |
| National Bank of Canada | 121,610 | $31.4M | 0.04% | +37,260+44.2% | Added |
| Gamco Investors, Inc. Et Al | 117,972 | $30.5M | 0.34% | −1,523−1.3% | Reduced |
| Two Sigma Advisers, LP | 115,500 | $29.8M | 0.07% | +12,500+12.1% | Added |
| Hemenway Trust Co LLC | 111,876 | $28.9M | 2.35% | +2,649+2.4% | Added |
| State Board of Administration of Florida Retirement System | 110,950 | $28.7M | 0.06% | 00.0% | Unchanged |