Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2025: 1,172 institutions

Value heldQ1 2025: $23.7B

Institutions holding ROK and their total value by quarter
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.

Institutions holding ROK in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Raleigh Capital Management Inc.	0	$17	0.00%	−30−100.0%	Reduced
Stonebridge Financial Group, LLC	1	$258	0.00%	−11−91.7%	Reduced
Chesapeake Asset Management LLC	1	$258	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	1	$259	0.00%	+1	New
Cedar Mountain Advisors, LLC	1	$262	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	2	$500	0.00%	+2	New
PEAK6 LLC	2	$507	0.00%	+2	New
Aspect Partners, LLC	2	$517	0.00%	−6−75.0%	Reduced
Cherry Tree Wealth Management, LLC	2	$517	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	2	$517	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	3	$775	0.00%	−1−25.0%	Reduced
Hara Capital LLC	3	$775	0.00%	00.0%	Unchanged
Nova Wealth Management, Inc.	3	$775	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	3	$775	0.00%	+3	New
Halbert Hargrove Global Advisors, LLC	3	$776	0.00%	+3	New
Crewe Advisors LLC	3	$776	0.00%	+3	New
Rialto Wealth Management, LLC	3	$776	0.00%	+3	New
Winnow Wealth LLC	4	$911	0.00%	+1+33.3%	Added
Principia Wealth Advisory, LLC	4	$970	0.00%	+1+33.3%	Added
Hantz Financial Services, Inc.	5	$1.00K	0.00%	+1+25.0%	Added
NVWM, LLC	4	$1.03K	0.00%	+2+100.0%	Added
CBIZ Investment Advisory Services, LLC	4	$1.03K	0.00%	+4	New
Cape Investment Advisory, Inc.	5	$1.29K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	5	$1.29K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	5	$1.29K	0.00%	+5	New
St Germain D J Co Inc	6	$1.55K	0.00%	−256−97.7%	Reduced
Tortoise Investment Management, LLC	6	$1.55K	0.00%	00.0%	Unchanged
Greenline Partners, LLC	6	$1.55K	0.00%	+6	New
Trifecta Capital Advisors, LLC	6	$1.55K	0.00%	00.0%	Unchanged
Plato Investment Management Ltd	6	$1.57K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	7	$1.81K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	7	$1.81K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	7	$1.81K	0.00%	00.0%	Unchanged
Promus Capital, LLC	7	$1.81K	0.00%	00.0%	Unchanged
Clark Wealth Partners	7	$1.81K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	7	$1.81K	0.00%	+3+75.0%	Added
Dogwood Wealth Management LLC	7	$1.81K	0.00%	+7	New
Hexagon Capital Partners LLC	8	$2.07K	0.00%	−4−33.3%	Reduced
Core Alternative Capital	8	$2.07K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	8	$2.07K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	9	$2.16K	0.00%	+5+125.0%	Added
Carolinas Wealth Consulting LLC	9	$2.33K	0.00%	−1−10.0%	Reduced
Caldwell Sutter Capital, Inc.	9	$2.33K	0.00%	00.0%	Unchanged
Transce3nd, LLC	9	$2.33K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	9	$2.33K	0.00%	−1−10.0%	Reduced
Bernard Wealth Management Corp.	9	$2.33K	0.00%	+9	New
Rossby Financial, LCC	10	$2.48K	0.00%	+10	New
Atala Financial Inc	10	$2.58K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	10	$2.58K	0.00%	+4+66.7%	Added
Hughes Financial Services, LLC	10	$2.59K	0.00%	+10	New
Medallion Wealth Advisors, LLC	10	$2.67K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$3.10K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$3.10K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	13	$3.23K	0.00%	00.0%	Unchanged
Abound Wealth Management	13	$3.37K	0.00%	−4−23.5%	Reduced
Fairman Group, LLC	12	$3.43K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	14	$3.62K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	15	$3.88K	0.00%	+15	New
Avion Wealth	16	$4.00K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$4.13K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	16	$4.13K	0.01%	−2−11.1%	Reduced
Maryland Capital Advisors Inc.	16	$4.13K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	17	$4.39K	0.00%	+9+112.5%	Added
Binnacle Investments Inc	17	$4.39K	0.00%	+17	New
Moisand Fitzgerald Tamayo, LLC	17	$4.39K	0.00%	00.0%	Unchanged
Activest Wealth Management	18	$4.65K	0.00%	+17+1,700.0%	Added
West Oak Capital, LLC	18	$4.70K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	19	$4.91K	0.00%	+9+90.0%	Added
Private Wealth Management Group, LLC	19	$4.91K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	20	$5.17K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	21	$5.43K	0.00%	+21	New
Harbor Investment Advisory, LLC	22	$5.68K	0.00%	00.0%	Unchanged
United Community Bank	22	$5.68K	0.00%	+22	New
Webster Bank, N. A.	23	$5.94K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	22	$6.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$6.46K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	28	$7.24K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	29	$7.40K	0.00%	−2−6.5%	Reduced
Whipplewood Advisors, LLC	38	$7.49K	0.00%	+17+81.0%	Added
Compass Financial Services Inc	30	$7.69K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	30	$7.75K	0.00%	−9−23.1%	Reduced
Gen-Wealth Partners Inc	30	$7.75K	0.00%	00.0%	Unchanged
Kiker Wealth Management, LLC	30	$7.75K	0.01%	+30	New
Ogorek Anthony Joseph	32	$8.00K	0.00%	+32	New
Fortitude Family Office, LLC	31	$8.01K	0.00%	00.0%	Unchanged
WPG Advisers, LLC	31	$8.01K	0.01%	+5+19.2%	Added
Marshall & Sterling Wealth Advisors Inc.	32	$8.31K	0.01%	−1,857−98.3%	Reduced
Archer Investment Corp	33	$8.43K	0.00%	+1+3.1%	Added
Bogart Wealth, LLC	36	$9.30K	0.00%	+2+5.9%	Added
NewSquare Capital LLC	36	$9.30K	0.00%	+9+33.3%	Added
Paladin Advisory Group, LLC	37	$9.56K	0.01%	−37−50.0%	Reduced
Kestra Investment Management, LLC	39	$10.1K	0.00%	−15−27.8%	Reduced
Orion Capital Management LLC	40	$10.4K	0.00%	+20+100.0%	Added
Meeder Asset Management Inc	44	$11.4K	0.00%	−24−35.3%	Reduced
Saudi Central Bank	44	$11.4K	0.06%	+44	New
Iron Horse Wealth Management, LLC	45	$11.6K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	45	$11.6K	0.00%	00.0%	Unchanged
Avalon Trust Co	46	$12.0K	0.00%	+46	New
Richardson Financial Services Inc.	48	$12.4K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	44	$12.9K	0.00%	00.0%	Unchanged