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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.

Institutional holdersQ1 2025: 1,172 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2025: $23.7B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$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
InstitutionSharesValue% of portfolioChange in sharesAction
Caitlin John, LLC0$00.00%−12−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−11−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Slocum, Gordon & Co LLP0$00.00%−10−100.0%Sold out
JNBA Financial Advisors0$00.00%−9−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−7−100.0%Sold out
GoalVest Advisory LLC0$00.00%−7−100.0%Sold out
Tucker Asset Management LLC0$00.00%−6−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−5−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−5−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−4−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−3−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−2−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−1−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Madison Investment Advisors, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Edge Capital Group, LLC––––Not filed
AlphaCentric Advisors LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Merriman Wealth Management, LLC––––Not filed
Campbell Wealth Management––––Not filed
AlphaMark Advisors, LLC––––Not filed
Natixis Investment Managers International––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Zions Bancorporation, N.A.––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Wintrust Investments LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed