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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 19,928 | $5.15M | 0.06% | +19,928 | New |
| ABN AMRO Bank N.V. | 20,003 | $5.15M | 0.07% | +3,457+20.9% | Added |
| La Banque Postale Asset Management SA | 20,038 | $5.18M | 0.08% | +192+1.0% | Added |
| Janus Henderson Group PLC | 20,026 | $5.18M | 0.00% | −5,540−21.7% | Reduced |
| IFM Investors Pty Ltd | 20,460 | $5.29M | 0.06% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 20,550 | $5.31M | 0.07% | +3,052+17.4% | Added |
| S-Bank Fund Management Ltd | 20,721 | $5.35M | 1.01% | +20,721 | New |
| Bell Asset Management Ltd | 21,015 | $5.43M | 1.00% | −2,334−10.0% | Reduced |
| Telos Capital Management, Inc. | 21,056 | $5.44M | 0.59% | −301−1.4% | Reduced |
| KWMG, LLC | 21,131 | $5.46M | 0.56% | +256+1.2% | Added |
| Azimuth Capital Investment Management LLC | 21,328 | $5.51M | 0.22% | −497−2.3% | Reduced |
| Iyo Bank, Ltd. | 21,350 | $5.52M | 1.78% | +10,340+93.9% | Added |
| Delaney Dennis R | 21,695 | $5.61M | 3.05% | −25−0.1% | Reduced |
| MAI Capital Management | 21,878 | $5.65M | 0.04% | −130−0.6% | Reduced |
| Daiwa Securities Group Inc. | 21,911 | $5.66M | 0.02% | −1,986−8.3% | Reduced |
| Amalgamated Bank | 22,161 | $5.73M | 0.05% | +321+1.5% | Added |
| Agf Management Ltd | 22,397 | $5.79M | 0.03% | −110,004−83.1% | Reduced |
| USS Investment Management Ltd | 22,812 | $5.89M | 0.04% | −5,500−19.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $6.02M | 0.03% | −481−2.0% | Reduced |
| Walleye Capital LLC | 23,374 | $6.04M | 0.07% | +22,828+4,181.0% | Added |
| Forsta Ap-Fonden | 23,600 | $6.10M | 0.05% | −1,200−4.8% | Reduced |
| Venture Visionary Partners LLC | 23,604 | $6.10M | 0.26% | +1,284+5.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,631 | $6.15M | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 23,998 | $6.20M | 0.01% | −4,168−14.8% | Reduced |
| First American Trust, FSB | 24,145 | $6.24M | 0.57% | +268+1.1% | Added |
| Retirement Systems of Alabama | 24,299 | $6.28M | 0.02% | −144−0.6% | Reduced |
| D.A. Davidson & Co. | 24,641 | $6.37M | 0.05% | +2,016+8.9% | Added |
| Dorsey & Whitney Trust CO LLC | 24,853 | $6.42M | 0.37% | −17−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 25,000 | $6.46M | 1.98% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,073 | $6.48M | 0.01% | −6,901−21.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 25,113 | $6.49M | 0.08% | +69+0.3% | Added |
| Westend Capital Management, LLC | 25,141 | $6.50M | 2.47% | +25,141 | New |
| First Trust Advisors LP | 25,302 | $6.54M | 0.01% | +7,556+42.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,395 | $6.56M | 0.08% | +2,200+9.5% | Added |
| Drystone LLC | 25,647 | $6.63M | 6.64% | +4,975+24.1% | Added |
| Talbot Financial, LLC | 25,715 | $6.64M | 0.83% | −627−2.4% | Reduced |
| Stephens Inc | 25,822 | $6.67M | 0.10% | +349+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,858 | $6.68M | 0.04% | +1,853+7.7% | Added |
| Czech National Bank | 25,971 | $6.71M | 0.06% | +1,492+6.1% | Added |
| Corebridge Financial, Inc. | 26,095 | $6.74M | 0.04% | −769−2.9% | Reduced |
| Atom Investors LP | 26,111 | $6.75M | 0.83% | +26,111 | New |
| Fieldview Capital Management, LLC | 26,228 | $6.78M | 0.96% | +25,344+2,867.0% | Added |
| ASR Vermogensbeheer N.V. | 26,390 | $6.82M | 0.10% | +26,390 | New |
| Fayez Sarofim & Co | 26,838 | $6.93M | 0.02% | −30−0.1% | Reduced |
| Gotham Asset Management, LLC | 27,559 | $7.12M | 0.06% | +12,948+88.6% | Added |
| Boston Common Asset Management, LLC | 27,659 | $7.15M | 0.22% | +9,427+51.7% | Added |
| Cetera Investment Advisers | 27,859 | $7.20M | 0.01% | −1,767−6.0% | Reduced |
| Brown Advisory Inc | 27,904 | $7.21M | 0.01% | −1,626−5.5% | Reduced |
| Ensign Peak Advisors, Inc | 27,928 | $7.22M | 0.01% | +1,129+4.2% | Added |
| Kovitz Investment Group Partners, LLC | 28,204 | $7.29M | 0.04% | −2,028−6.7% | Reduced |
| Van Eck Associates Corp | 28,231 | $7.29M | 0.01% | +730+2.7% | Added |
| Abn Amro Investment Solutions | 28,676 | $7.41M | 0.15% | −14,945−34.3% | Reduced |
| Rockland Trust Co | 29,161 | $7.53M | 0.38% | +1,769+6.5% | Added |
| Nisa Investment Advisors, LLC | 29,228 | $7.55M | 0.04% | +1,346+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 29,367 | $7.59M | 0.01% | +1,555+5.6% | Added |
| Kidder Stephen W | 29,371 | $7.59M | 2.37% | −214−0.7% | Reduced |
| Captrust Financial Advisors | 29,717 | $7.68M | 0.02% | +4,496+17.8% | Added |
| Sompo Asset Management Co., Ltd. | 29,748 | $7.69M | 1.43% | −1,933−6.1% | Reduced |
| MetLife Investment Management | 29,821 | $7.71M | 0.04% | −555−1.8% | Reduced |
| DnB Asset Management AS | 30,493 | $7.88M | 0.04% | −17,707−36.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 30,694 | $7.93M | 0.04% | −1,129−3.5% | Reduced |
| State of Michigan Retirement System | 30,713 | $7.94M | 0.05% | +100+0.3% | Added |
| American Century Companies Inc | 30,737 | $7.94M | 0.00% | +2,775+9.9% | Added |
| Portland Global Advisors LLC | 30,821 | $7.96M | 1.00% | +30.0% | Added |
| Voloridge Investment Management, LLC | 31,312 | $8.09M | 0.03% | −29,049−48.1% | Reduced |
| Jacobs & Co | 31,315 | $8.09M | 0.86% | +819+2.7% | Added |
| Trillium Asset Management, LLC | 31,610 | $8.17M | 0.24% | −33,418−51.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,638 | $8.17M | 0.12% | −680−2.1% | Reduced |
| Arizona State Retirement System | 32,650 | $8.44M | 0.05% | −307−0.9% | Reduced |
| M. Kraus & Co | 32,696 | $8.45M | 2.57% | −528−1.6% | Reduced |
| Banque Pictet & Cie SA | 32,709 | $8.45M | 0.09% | +467+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 32,870 | $8.49M | 0.26% | +492+1.5% | Added |
| Puzo Michael J | 33,393 | $8.63M | 2.47% | −176−0.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,418 | $8.63M | 0.16% | −164−0.5% | Reduced |
| Russell Investments Group, Ltd. | 34,097 | $8.81M | 0.01% | −893−2.6% | Reduced |
| Creative Planning | 34,395 | $8.89M | 0.01% | +2,518+7.9% | Added |
| Nomura Asset Management Co Ltd | 34,701 | $8.97M | 0.03% | +345+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,517 | $9.18M | 0.02% | +15,470+77.2% | Added |
| Public Employees Retirement System of Ohio | 35,546 | $9.18M | 0.03% | −4,579−11.4% | Reduced |
| Foresight Group Ltd Liability Partnership | 35,761 | $9.24M | 1.32% | +35,761 | New |
| Resona Asset Management Co.,Ltd. | 36,769 | $9.50M | 0.05% | +1,923+5.5% | Added |
| Advisor Group Holdings, Inc. | 37,181 | $9.61M | 0.02% | +3,729+11.1% | Added |
| State of New Jersey Common Pension Fund D | 37,897 | $9.79M | 0.04% | −3,445−8.3% | Reduced |
| Two Sigma Investments, LP | 38,069 | $9.84M | 0.02% | −11,393−23.0% | Reduced |
| Pathstone Holdings, LLC | 38,790 | $10.0M | 0.04% | +14,389+59.0% | Added |
| Charter Trust Co | 39,260 | $10.1M | 0.67% | +6,252+18.9% | Added |
| KLP Kapitalforvaltning AS | 39,370 | $10.2M | 0.05% | +800+2.1% | Added |
| Toronto Dominion Bank | 39,609 | $10.2M | 0.03% | −10,773−21.4% | Reduced |
| State of Tennessee, Treasury Department | 40,760 | $10.5M | 0.04% | +9,882+32.0% | Added |
| AMF Pensionsforsakring AB | 40,791 | $10.5M | 0.08% | −3,726−8.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 41,402 | $10.7M | 0.08% | −3,300−7.4% | Reduced |
| Core Wealth Partners LLC | 41,796 | $10.8M | 6.28% | −249−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 41,870 | $10.8M | 0.18% | −31,125−42.6% | Reduced |
| Janney Montgomery Scott LLC | 42,081 | $10.9M | 0.03% | +9,795+30.3% | Added |
| Tema ETFs LLC | 42,127 | $10.9M | 3.25% | +10,215+32.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,701 | $11.0M | 0.01% | +571+1.4% | Added |
| Isthmus Partners, LLC | 42,939 | $11.1M | 1.39% | +1,192+2.9% | Added |
| Keybank National Association | 43,037 | $11.1M | 0.04% | −1,656−3.7% | Reduced |
| Heron Bay Capital Management | 43,215 | $11.2M | 2.35% | −534−1.2% | Reduced |
| LMCG Investments, LLC | 44,075 | $11.4M | 0.76% | −1,947−4.2% | Reduced |