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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 44,306 | $11.4M | 0.02% | +44,306 | New |
| HighTower Advisors, LLC | 44,674 | $11.5M | 0.02% | −60,910−57.7% | Reduced |
| Broderick Brian C | 44,941 | $11.6M | 2.37% | −92−0.2% | Reduced |
| Balyasny Asset Management LLC | 45,337 | $11.7M | 0.03% | +39,220+641.2% | Added |
| Grandfield & Dodd, LLC | 45,413 | $11.7M | 0.73% | +837+1.9% | Added |
| Rodgers Brothers Inc. | 46,426 | $12.0M | 1.60% | +133+0.3% | Added |
| Asset Management One Co.,Ltd. | 46,736 | $12.1M | 0.04% | +994+2.2% | Added |
| Man Group plc | 46,968 | $12.1M | 0.04% | −1,548−3.2% | Reduced |
| Thematics Asset Management | 47,335 | $12.2M | 0.62% | −916−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,359 | $12.2M | 0.04% | −4,053−7.9% | Reduced |
| Peapack Gladstone Financial Corp | 47,703 | $12.3M | 0.18% | −136−0.3% | Reduced |
| South State Corp. | 47,831 | $12.4M | 0.56% | +1,656+3.6% | Added |
| Cabot Wealth Management Inc | 48,480 | $12.5M | 1.60% | +649+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 48,647 | $12.6M | 0.02% | +10,023+26.0% | Added |
| NEOS Investment Management LLC | 48,967 | $12.7M | 0.24% | +11,468+30.6% | Added |
| Williams Jones Wealth Management, LLC. | 49,096 | $12.7M | 0.16% | −6,675−12.0% | Reduced |
| Tenere Capital LLC | 49,815 | $12.9M | 3.54% | +7,415+17.5% | Added |
| Swiss Life Asset Management Ltd | 49,932 | $12.9M | 0.09% | +6,053+13.8% | Added |
| Eventide Asset Management, LLC | 50,195 | $13.0M | 0.26% | +50,195 | New |
| GHP Investment Advisors, Inc. | 50,348 | $13.0M | 0.63% | +1,532+3.1% | Added |
| Kames Capital plc | 50,394 | $13.0M | 0.19% | +10,281+25.6% | Added |
| Baird Financial Group, Inc. | 51,053 | $13.2M | 0.03% | −684−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 51,394 | $13.3M | 0.04% | −429,713−89.3% | Reduced |
| Wim Investment Management Ltd | 51,500 | $13.3M | 5.55% | +11,550+28.9% | Added |
| TD Asset Management Inc | 51,676 | $13.4M | 0.01% | +533+1.0% | Added |
| Treasurer of the State of North Carolina | 51,739 | $13.4M | 0.05% | −50.0% | Reduced |
| Baker Chad R | 52,110 | $13.5M | 2.74% | +260+0.5% | Added |
| Madison Asset Management, LLC | 52,514 | $13.6M | 0.15% | +4,702+9.8% | Added |
| North Star Asset Management Inc | 52,987 | $13.7M | 0.62% | −1,386−2.5% | Reduced |
| Comerica Bank | 53,191 | $13.7M | 0.06% | +7,464+16.3% | Added |
| Macquarie Group Ltd | 53,401 | $13.8M | 0.02% | +36,757+220.8% | Added |
| Korea Investment CORP | 53,589 | $13.8M | 0.03% | −23,457−30.4% | Reduced |
| Royal London Asset Management Ltd | 54,911 | $14.2M | 0.03% | +6,344+13.1% | Added |
| Oppenheimer & Co Inc | 55,083 | $14.2M | 0.21% | −200−0.4% | Reduced |
| Somerville Kurt F | 55,398 | $14.3M | 2.49% | −1,046−1.9% | Reduced |
| APG Asset Management N.V. | 60,800 | $14.5M | 0.05% | −1,400−2.3% | Reduced |
| Mariner, LLC | 56,298 | $14.5M | 0.02% | −2,356−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 56,573 | $14.6M | 0.04% | +583+1.0% | Added |
| Credit Agricole S A | 56,894 | $14.7M | 0.06% | −243−0.4% | Reduced |
| Philadelphia Trust Co | 57,600 | $14.9M | 1.27% | −5,622−8.9% | Reduced |
| Covea Finance | 58,823 | $15.2M | 0.70% | +24,900+73.4% | Added |
| Rockefeller Capital Management L.P. | 59,067 | $15.3M | 0.04% | +4,475+8.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 59,876 | $15.5M | 0.05% | +147+0.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 61,121 | $15.8M | 0.10% | +4,397+7.8% | Added |
| Carnegie Capital Asset Management, LLC | 70,069 | $15.9M | 0.38% | −9,600−12.0% | Reduced |
| Commerce Bank | 62,053 | $16.0M | 0.10% | +21,343+52.4% | Added |
| Parnassus Investments | 62,471 | $16.1M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 63,339 | $16.4M | 0.02% | +14,301+29.2% | Added |
| Danske Bank A/S | 63,993 | $16.5M | 0.05% | −179,712−73.7% | Reduced |
| Exchange Traded Concepts, LLC | 65,380 | $16.9M | 0.30% | +3,224+5.2% | Added |
| Squarepoint Ops LLC | 65,432 | $16.9M | 0.04% | +62,400+2,058.0% | Added |
| State of Wisconsin Investment Board | 67,460 | $17.4M | 0.05% | +700+1.0% | Added |
| Granite Investment Partners, LLC | 67,507 | $17.4M | 0.89% | −4,819−6.7% | Reduced |
| Handelsbanken Fonder AB | 68,752 | $17.8M | 0.07% | −9,607−12.3% | Reduced |
| New York State Common Retirement Fund | 70,691 | $18.3M | 0.03% | +862+1.2% | Added |
| Boston Family Office LLC | 75,495 | $19.5M | 1.38% | −2,131−2.7% | Reduced |
| US Bancorp | 76,942 | $19.9M | 0.03% | −4,214−5.2% | Reduced |
| Aviva PLC | 78,856 | $20.4M | 0.05% | +10,493+15.3% | Added |
| British Columbia Investment Management Corp | 82,303 | $21.3M | 0.13% | −62,612−43.2% | Reduced |
| Ninety One UK Ltd | 82,437 | $21.3M | 0.06% | −490,488−85.6% | Reduced |
| Manufacturers Life Insurance Company, The | 84,444 | $21.8M | 0.02% | −10,798−11.3% | Reduced |
| New York State Teachers Retirement System | 86,579 | $22.4M | 0.05% | −6,294−6.8% | Reduced |
| Davis R M Inc | 88,595 | $22.9M | 0.46% | +1,607+1.8% | Added |
| The PNC Financial Services Group, Inc. | 88,913 | $23.0M | 0.01% | −1,489−1.6% | Reduced |
| EP Wealth Advisors, LLC | 90,516 | $23.4M | 0.19% | +1,471+1.7% | Added |
| Storebrand Asset Management AS | 91,572 | $23.7M | 0.08% | +8,213+9.9% | Added |
| Standard Life Aberdeen plc | 94,025 | $24.0M | 0.05% | +42,148+81.2% | Added |
| Gabelli Funds LLC | 96,287 | $24.9M | 0.19% | −10,150−9.5% | Reduced |
| CI Private Wealth, LLC | 99,591 | $25.7M | 0.04% | −24,468−19.7% | Reduced |
| Eisler Capital Management Ltd. | 103,713 | $26.8M | 0.80% | +43,246+71.5% | Added |
| Commonwealth Equity Services, LLC | 104,962 | $27.1M | 0.04% | −8,383−7.4% | Reduced |
| Marshall Wace, LLP | 108,865 | $28.1M | 0.04% | +108,865 | New |
| State Board of Administration of Florida Retirement System | 110,950 | $28.7M | 0.06% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 111,876 | $28.9M | 2.35% | +2,649+2.4% | Added |
| Two Sigma Advisers, LP | 115,500 | $29.8M | 0.07% | +12,500+12.1% | Added |
| Gamco Investors, Inc. Et Al | 117,972 | $30.5M | 0.34% | −1,523−1.3% | Reduced |
| National Bank of Canada | 121,610 | $31.4M | 0.04% | +37,260+44.2% | Added |
| Bank of Montreal | 121,851 | $31.5M | 0.02% | −20,065−14.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 122,965 | $31.8M | 0.32% | +122,965 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 124,263 | $32.1M | 0.06% | −2,470−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 126,348 | $32.6M | 0.07% | −33,652−21.0% | Reduced |
| SEI Investments Co | 130,138 | $33.6M | 0.04% | +19,686+17.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 133,108 | $34.4M | 0.15% | +126,709+1,980.1% | Added |
| Prudential Financial Inc | 133,113 | $34.4M | 0.05% | +71,839+117.2% | Added |
| Canada Pension Plan Investment Board | 147,659 | $38.2M | 0.04% | +67,725+84.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 148,850 | $38.5M | 0.10% | −9,003−5.7% | Reduced |
| Natixis Advisors, L.P. | 151,488 | $39.1M | 0.07% | −16,645−9.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $40.0M | 0.36% | 00.0% | Unchanged |
| Great West Life Assurance Co | 157,293 | $40.7M | 0.07% | +2,566+1.7% | Added |
| National Pension Service | 158,687 | $41.0M | 0.04% | +18,971+13.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 159,481 | $41.2M | 0.17% | +147,985+1,287.3% | Added |
| Waters Parkerson & Co., LLC | 167,332 | $43.2M | 2.31% | +442+0.3% | Added |
| California State Teachers Retirement System | 170,211 | $44.0M | 0.05% | −168−0.1% | Reduced |
| Truist Financial Corp | 171,532 | $44.3M | 0.07% | +69,185+67.6% | Added |
| Ameriprise Financial Inc | 172,875 | $44.7M | 0.01% | −12,106−6.5% | Reduced |
| California Public Employees Retirement System | 173,840 | $44.9M | 0.03% | +32,395+22.9% | Added |
| Jane Street Group, LLC | 176,081 | $45.5M | 0.08% | +120,363+216.0% | Added |
| Worldquant Millennium Advisors LLC | 183,782 | $47.5M | 0.30% | +183,782 | New |
| Stephens Investment Management Group LLC | 184,167 | $47.6M | 0.69% | +4,664+2.6% | Added |
| LPL Financial LLC | 184,456 | $47.7M | 0.02% | +32,873+21.7% | Added |