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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $13.0K | 0.00% | +19+65.5% | Added |
| Geneos Wealth Management Inc. | 51 | $13.2K | 0.00% | +9+21.4% | Added |
| Pittenger & Anderson Inc | 51 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $13.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 57 | $14.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 59 | $15.2K | 0.00% | +15+34.1% | Added |
| GW&K Investment Management, LLC | 62 | $16.0K | 0.00% | +8+14.8% | Added |
| Rosenberg Matthew Hamilton | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 63 | $16.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 63 | $16.3K | 0.00% | +44+231.6% | Added |
| Game Plan Financial Advisors, LLC | 64 | $16.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $16.5K | 0.00% | +64 | New |
| WealthCollab, LLC | 64 | $16.5K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 68 | $17.6K | 0.00% | −3,009−97.8% | Reduced |
| Riverview Trust Co | 69 | $17.8K | 0.02% | −3−4.2% | Reduced |
| Capital Advisors, Ltd. LLC | 69 | $18.0K | 0.00% | −7−9.2% | Reduced |
| Essex Investment Management Co LLC | 70 | $18.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $18.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 70 | $18.1K | 0.01% | +20+40.0% | Added |
| N.E.W. Advisory Services LLC | 71 | $18.3K | 0.00% | +71 | New |
| GPS Wealth Strategies Group, LLC | 71 | $18.3K | 0.00% | −15−17.4% | Reduced |
| New Millennium Group LLC | 71 | $18.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 72 | $18.6K | 0.01% | −4−5.3% | Reduced |
| Bruce G. Allen Investments, LLC | 72 | $18.6K | 0.01% | −11−13.3% | Reduced |
| Pinnacle Bancorp, Inc. | 74 | $19.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $19.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $19.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 78 | $20.2K | 0.00% | −43−35.5% | Reduced |
| Fairscale Capital, LLC | 79 | $20.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $20.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 80 | $20.7K | 0.01% | −20−20.0% | Reduced |
| Glen Eagle Advisors, LLC | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 83 | $21.4K | 0.01% | +83 | New |
| Grove Bank & Trust | 84 | $21.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 93 | $24.1K | 0.02% | +62+200.0% | Added |
| MV Capital Management, Inc. | 94 | $24.3K | 0.00% | +5+5.6% | Added |
| First Horizon Advisors, Inc. | 94 | $24.3K | 0.00% | +1+1.1% | Added |
| First United Bank Trust | 96 | $24.8K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $25.8K | 0.01% | +100 | New |
| Chilton Capital Management LLC | 102 | $26.4K | 0.00% | −916−90.0% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $28.9K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 105 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 118 | $30.6K | 0.01% | −4−3.3% | Reduced |
| Sofos Investments, Inc. | 120 | $31.0K | 0.01% | +120 | New |
| IMA Wealth, Inc. | 124 | $32.0K | 0.00% | +124 | New |
| IAG Wealth Partners, LLC | 124 | $32.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $32.3K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $32.3K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 127 | $32.8K | 0.00% | −158−55.4% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $33.3K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 130 | $33.6K | 0.01% | +130 | New |
| Flagship Wealth Advisors, LLC | 133 | $34.4K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 120 | $34.5K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $36.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 141 | $36.4K | 0.01% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 130 | $37.9K | 0.04% | +130 | New |
| Bullock Wealth Management Group | 150 | $38.7K | 0.02% | −36−19.4% | Reduced |
| Accredited Wealth Management, LLC | 165 | $42.6K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 166 | $42.9K | 0.02% | +62+59.6% | Added |
| ORG Partners LLC | 170 | $44.0K | 0.01% | −42−19.8% | Reduced |
| Asset Planning,Inc | 173 | $44.7K | 0.04% | 00.0% | Unchanged |
| Motco | 182 | $47.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 183 | $47.3K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 188 | $48.6K | 0.01% | −1,326−87.6% | Reduced |
| Rogco, LP | 189 | $48.8K | 0.02% | −16−7.8% | Reduced |
| TSFG, LLC | 191 | $49.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 190 | $49.1K | 0.01% | −40−17.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $51.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $51.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $52.2K | 0.01% | −16−7.3% | Reduced |
| Hemington Wealth Management | 207 | $53.0K | 0.01% | +8+4.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 210 | $54.3K | 0.03% | +210 | New |
| Zions Bancorporation, National Association | 214 | $55.3K | 0.00% | +214 | New |
| Wealth Preservation Advisors, LLC | 214 | $55.3K | 0.04% | +214 | New |
| Tobam | 222 | $57.0K | 0.02% | −112−33.5% | Reduced |
| Breakwater Investment Management | 226 | $58.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 234 | $60.5K | 0.01% | −24−9.3% | Reduced |
| Spire Wealth Management | 240 | $62.0K | 0.00% | +15+6.7% | Added |
| Independence Bank of Kentucky | 240 | $62.0K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 222 | $63.7K | 0.01% | +222 | New |
| Lowe Wealth Advisors, LLC | 248 | $64.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $64.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $64.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $65.0K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 262 | $67.0K | 0.04% | +262 | New |
| Versant Capital Management, Inc | 262 | $67.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 267 | $69.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 274 | $70.8K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 278 | $71.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 286 | $73.9K | 0.01% | −75−20.8% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $74.2K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 329 | $75.0K | 0.05% | −98−23.0% | Reduced |
| eCIO, Inc. | 293 | $75.7K | 0.03% | +293 | New |