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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| Kraft Asset Management, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Chemung Canal Trust Co | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| BetterWealth, LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Hoertkorn Richard Charles | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GKV Capital Management Co., Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mainstream Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |