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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 188,840 | $48.8M | 0.36% | −54,543−22.4% | Reduced |
| Birch Hill Investment Advisors LLC | 197,863 | $51.1M | 2.42% | +500.0% | Added |
| Reynders McVeigh Capital Management, LLC | 200,624 | $51.8M | 2.89% | −1,115−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 200,774 | $51.9M | 0.32% | −5,689−2.8% | Reduced |
| Pinebridge Investments, L.P. | 204,704 | $52.9M | 0.43% | +49,905+32.2% | Added |
| BNP Paribas Arbitrage, SA | 208,286 | $53.8M | 0.04% | +20,280+10.8% | Added |
| TimesSquare Capital Management, LLC | 211,885 | $54.7M | 0.88% | +17,310+8.9% | Added |
| Stifel Financial Corp | 213,146 | $55.1M | 0.06% | +6,278+3.0% | Added |
| HSBC Holdings PLC | 218,560 | $56.2M | 0.04% | +19,469+9.8% | Added |
| Westfield Capital Management Co LP | 219,860 | $56.8M | 0.28% | −1,490−0.7% | Reduced |
| Huntington National Bank | 219,910 | $56.8M | 0.41% | +3,990+1.8% | Added |
| Rhumbline Advisers | 220,535 | $57.0M | 0.05% | +9,681+4.6% | Added |
| Principal Financial Group Inc | 232,563 | $60.1M | 0.03% | +19,064+8.9% | Added |
| FMR LLC | 239,053 | $61.8M | 0.00% | −7,671−3.1% | Reduced |
| Royal Bank of Canada | 241,802 | $62.5M | 0.01% | −11,596−4.6% | Reduced |
| Nuveen, LLC | 246,272 | $63.6M | 0.02% | +246,272 | New |
| Citigroup Inc | 247,294 | $63.9M | 0.05% | +89,780+57.0% | Added |
| Primecap Management Co | 255,450 | $66.0M | 0.05% | −1,580−0.6% | Reduced |
| Wells Fargo & Company | 259,945 | $67.2M | 0.02% | +10,826+4.3% | Added |
| Ceredex Value Advisors LLC | 261,121 | $67.5M | 1.48% | +43,159+19.8% | Added |
| Barclays PLC | 268,449 | $69.4M | 0.03% | +116,095+76.2% | Added |
| Envestnet Asset Management Inc | 279,852 | $72.3M | 0.02% | +88,713+46.4% | Added |
| Great Lakes Advisors, LLC | 286,624 | $73.9M | 0.66% | +286,624 | New |
| Blair William & Co | 289,366 | $74.8M | 0.23% | −21,560−6.9% | Reduced |
| Voya Investment Management LLC | 292,527 | $75.6M | 0.08% | −643,199−68.7% | Reduced |
| Saturna Capital CORP | 301,300 | $77.8M | 1.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 307,203 | $79.4M | 0.08% | +111,565+57.0% | Added |
| Swiss National Bank | 318,400 | $82.3M | 0.06% | −2,100−0.7% | Reduced |
| King Luther Capital Management Corp | 337,613 | $87.2M | 0.40% | −40,674−10.8% | Reduced |
| Sterling Capital Management LLC | 347,455 | $89.8M | 1.39% | +147,503+73.8% | Added |
| Quilter Plc | 351,350 | $90.8M | 1.89% | +19,463+5.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355,182 | $91.8M | 0.08% | +31,772+9.8% | Added |
| Raymond James Financial Inc | 357,080 | $92.3M | 0.03% | +243,249+213.7% | Added |
| Holocene Advisors, LP | 378,730 | $97.9M | 0.29% | +378,730 | New |
| Adage Capital Partners GP, L.L.C. | 381,092 | $98.5M | 0.18% | −35,801−8.6% | Reduced |
| JPMorgan Chase & Co | 394,695 | $102.0M | 0.01% | +62,561+18.8% | Added |
| Neuberger Berman Group LLC | 408,578 | $105.6M | 0.09% | −79,588−16.3% | Reduced |
| Mairs & Power Inc | 418,461 | $108.1M | 1.13% | −348−0.1% | Reduced |
| Davenport & Co LLC | 423,907 | $109.6M | 0.65% | +15,571+3.8% | Added |
| Nordea Investment Management AB | 451,995 | $114.7M | 0.12% | −10,542−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 456,965 | $116.9M | 0.23% | +39,941+9.6% | Added |
| Deutsche Bank AG | 460,405 | $119.0M | 0.05% | +7,958+1.8% | Added |
| Franklin Resources Inc | 470,326 | $121.5M | 0.04% | −97,121−17.1% | Reduced |
| Pictet Asset Management Holding SA | 490,391 | $126.7M | 0.14% | −121,007−19.8% | Reduced |
| FIL Ltd | 512,455 | $132.4M | 0.13% | +247,148+93.2% | Added |
| Thrivent Financial for Lutherans | 514,404 | $132.9M | 0.29% | −286−0.1% | Reduced |
| Wellington Management Group LLP | 662,327 | $171.1M | 0.03% | −13,160−1.9% | Reduced |
| Champlain Investment Partners, LLC | 666,017 | $172.1M | 1.25% | −188,655−22.1% | Reduced |
| Legal & General Group Plc | 711,315 | $183.8M | 0.05% | −1,967−0.3% | Reduced |
| Fisher Asset Management, LLC | 739,789 | $191.1M | 0.08% | +49,860+7.2% | Added |
| Bank of New York Mellon Corp | 765,160 | $197.7M | 0.04% | −9,221−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 781,785 | $202.0M | 0.43% | −52,837−6.3% | Reduced |
| Dimensional Fund Advisors LP | 867,586 | $224.1M | 0.06% | +16,860+2.0% | Added |
| Norges Bank | 959,233 | $247.8M | 0.03% | −35,122−3.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 994,313 | $256.9M | 0.18% | −13,896−1.4% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,000,575 | $258.3M | 1.45% | −31,700−3.1% | Reduced |
| UBS Asset Management Americas Inc | 1,170,010 | $302.3M | 0.08% | +11,849+1.0% | Added |
| Alliancebernstein L.P. | 1,170,651 | $302.5M | 0.11% | −117,080−9.1% | Reduced |
| Northern Trust Corp | 1,396,303 | $360.8M | 0.05% | +4,972+0.4% | Added |
| Amundi | 1,549,415 | $371.8M | 0.14% | −524,179−25.3% | Reduced |
| Invesco Ltd. | 1,448,160 | $374.2M | 0.07% | +30,837+2.2% | Added |
| Bank of America Corp | 1,469,346 | $379.6M | 0.03% | +156,392+11.9% | Added |
| Charles Schwab Investment Management Inc | 1,579,956 | $408.2M | 0.08% | +9,920+0.6% | Added |
| Goldman Sachs Group Inc | 1,819,379 | $470.1M | 0.09% | +191,370+11.8% | Added |
| Lazard Asset Management LLC | 2,179,247 | $563.1M | 0.86% | −274,359−11.2% | Reduced |
| UBS Group AG | 2,395,696 | $619.0M | 0.14% | +113,799+5.0% | Added |
| Morgan Stanley | 2,570,186 | $664.1M | 0.05% | +283,861+12.4% | Added |
| Geode Capital Management, LLC | 2,826,323 | $727.9M | 0.06% | +91,893+3.4% | Added |
| State Street Corp | 4,744,927 | $1.23B | 0.05% | +20,884+0.4% | Added |
| Price T Rowe Associates Inc | 5,870,331 | $1.52B | 0.19% | −1,244,949−17.5% | Reduced |
| BlackRock, Inc. | 8,792,162 | $2.27B | 0.05% | +163,141+1.9% | Added |
| Vanguard Group Inc | 13,850,958 | $3.58B | 0.06% | −25,572−0.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −627,067−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −141,412−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −105,888−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −45,008−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −34,632−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −28,111−100.0% | Sold out |
| Paradoxiom Capital L.P. | 0 | $0 | 0.00% | −25,098−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −24,727−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,961−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,906−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −14,067−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −12,174−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −7,573−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −5,948−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,188−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |