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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 298 | $77.0K | 0.01% | +4+1.4% | Added |
| Washington Trust Co | 300 | $77.5K | 0.00% | −2,176−87.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 311 | $80.4K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 327 | $84.4K | 0.00% | −497−60.3% | Reduced |
| Cromwell Holdings LLC | 329 | $85.0K | 0.05% | +6+1.9% | Added |
| DiNuzzo Private Wealth, Inc. | 330 | $85.3K | 0.01% | +1+0.3% | Added |
| Covestor Ltd | 341 | $88.0K | 0.06% | +267+360.8% | Added |
| First Command Advisory Services, Inc. | 343 | $88.6K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 353 | $91.0K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 367 | $94.7K | 0.01% | +169+85.4% | Added |
| J.Safra Asset Management Corp | 370 | $95.6K | 0.01% | −370−50.0% | Reduced |
| Crews Bank & Trust | 374 | $96.6K | 0.02% | −61−14.0% | Reduced |
| Eq Wealth Advisors, LLC | 393 | $101.5K | 0.08% | +393 | New |
| Sunbelt Securities, Inc. | 394 | $101.8K | 0.01% | −301−43.3% | Reduced |
| Maj Invest Holding A/S | 400 | $103.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $103.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 411 | $106.2K | 0.04% | −6−1.4% | Reduced |
| Sound Income Strategies, LLC | 414 | $107.0K | 0.01% | +414 | New |
| Beacon Capital Management, LLC | 433 | $111.9K | 0.02% | +2+0.5% | Added |
| CoreCap Advisors, LLC | 440 | $113.7K | 0.01% | −53−10.8% | Reduced |
| S&T Bank | 450 | $116.3K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 454 | $117.3K | 0.01% | −8−1.7% | Reduced |
| Valley National Advisers Inc | 461 | $119.0K | 0.02% | +1+0.2% | Added |
| Coastline Trust Co | 500 | $129.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 520 | $134.4K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 532 | $138.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 541 | $139.8K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 547 | $141.3K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 547 | $141.3K | 0.02% | +1+0.2% | Added |
| Rothschild Investment LLC | 547 | $141.3K | 0.01% | −4−0.7% | Reduced |
| Penserra Capital Management LLC | 554 | $142.0K | 0.00% | −263−32.2% | Reduced |
| Capital A Wealth Management, LLC | 553 | $142.9K | 0.15% | +194+54.0% | Added |
| Bayforest Capital Ltd | 569 | $147.0K | 0.06% | +569 | New |
| Strengthening Families & Communities, LLC | 544 | $149.8K | 0.09% | −251−31.6% | Reduced |
| Brown Brothers Harriman & Co | 589 | $152.2K | 0.00% | +48+8.9% | Added |
| NBT Bank N A | 595 | $153.7K | 0.01% | −43−6.7% | Reduced |
| Battery Global Advisors, LLC | 598 | $154.5K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 607 | $156.7K | 0.01% | +36+6.3% | Added |
| Hanson & Doremus Investment Management | 608 | $157.0K | 0.02% | −38−5.9% | Reduced |
| CX Institutional | 625 | $161.0K | 0.01% | +625 | New |
| VSM Wealth Advisory, LLC | 623 | $161.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 631 | $163.0K | 0.00% | +46+7.9% | Added |
| Central Trust Co | 642 | $165.9K | 0.00% | −12−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $171.4K | 0.01% | −200−23.1% | Reduced |
| Armstrong Advisory Group, Inc | 604 | $172.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 676 | $174.7K | 0.02% | +63+10.3% | Added |
| Lindbrook Capital, LLC | 687 | $177.5K | 0.02% | +14+2.1% | Added |
| Militia Capital Partners, LP | 700 | $180.9K | 0.07% | +700 | New |
| JFS Wealth Advisors, LLC | 702 | $181.4K | 0.01% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 709 | $183.2K | 0.01% | −182−20.4% | Reduced |
| Cary Street Partners Financial LLC | 717 | $185.3K | 0.01% | −22−3.0% | Reduced |
| Hills Bank & Trust Co | 717 | $185.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 730 | $188.6K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 767 | $198.2K | 0.03% | −100−11.5% | Reduced |
| Sagespring Wealth Partners, LLC | 781 | $201.9K | 0.01% | +781 | New |
| Panagora Asset Management Inc | 782 | $202.1K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 782 | $202.1K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 785 | $202.8K | 0.01% | −2−0.3% | Reduced |
| Foguth Wealth Management, LLC. | 785 | $202.9K | 0.05% | −32−3.9% | Reduced |
| Howe & Rusling Inc | 794 | $205.2K | 0.02% | +37+4.9% | Added |
| Advance Capital Management, Inc. | 800 | $206.7K | 0.01% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $206.7K | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 809 | $209.0K | 0.05% | −72−8.2% | Reduced |
| Nemes Rush Group LLC | 811 | $209.6K | 0.03% | −213−20.8% | Reduced |
| Capital City Trust Co | 818 | $211.4K | 0.06% | −75−8.4% | Reduced |
| Aviso Financial Inc. | 823 | $212.6K | 0.01% | −63−7.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 824 | $213.0K | 0.02% | −1,156−58.4% | Reduced |
| Level Four Advisory Services, LLC | 828 | $213.9K | 0.01% | +828 | New |
| NBC Securities, Inc. | 838 | $216.0K | 0.02% | +838 | New |
| Seven Mile Advisory | 837 | $216.3K | 0.14% | −22−2.6% | Reduced |
| Freestone Grove Partners LP | 838 | $216.5K | 0.00% | +838 | New |
| West Michigan Advisors, LLC | 839 | $216.8K | 0.07% | +839 | New |
| Advisor OS, LLC | 841 | $217.2K | 0.02% | +38+4.7% | Added |
| Raiffeisen Bank International AG | 845 | $218.5K | 0.00% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 850 | $220.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 852 | $220.1K | 0.01% | −68−7.4% | Reduced |
| Signal Advisors Wealth, LLC | 852 | $220.3K | 0.02% | −94−9.9% | Reduced |
| Linscomb & Williams, Inc. | 854 | $220.7K | 0.01% | −115−11.9% | Reduced |
| Congress Wealth Management LLC | 853 | $220.8K | 0.00% | +99+13.1% | Added |
| Forum Financial Management, LP | 860 | $222.2K | 0.00% | +89+11.5% | Added |
| First Business Financial Services, Inc. | 867 | $224.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 868 | $224.3K | 0.02% | +108+14.2% | Added |
| Key Financial Inc | 869 | $224.5K | 0.05% | 00.0% | Unchanged |
| ERn Financial, LLC | 870 | $224.7K | 0.04% | −3−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 876 | $226.0K | 0.00% | −100−10.2% | Reduced |
| Impact Capital Partners LLC | 876 | $226.4K | 0.08% | +12+1.4% | Added |
| Kickstand Ventures, LLC. | 878 | $226.9K | 0.06% | −138−13.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 878 | $226.9K | 0.00% | −4,839−84.6% | Reduced |
| Simplicity Wealth,LLC | 882 | $227.9K | 0.02% | +882 | New |
| Accredited Investors Inc. | 882 | $228.0K | 0.01% | +39+4.6% | Added |
| Fiduciary Alliance LLC | 886 | $228.9K | 0.02% | +13+1.5% | Added |
| Syon Capital LLC | 888 | $229.5K | 0.02% | −454−33.8% | Reduced |
| Foster Group, Inc. | 889 | $229.7K | 0.01% | +50+6.0% | Added |
| Private Management Group Inc | 891 | $230.2K | 0.01% | 00.0% | Unchanged |
| Fragasso Group Inc. | 892 | $230.5K | 0.02% | +3+0.3% | Added |
| Pallas Capital Advisors LLC | 898 | $232.0K | 0.01% | +898 | New |
| Revolve Wealth Partners, LLC | 900 | $232.5K | 0.03% | +100+12.5% | Added |
| Pine Harbor Wealth Management, LLC | 900 | $232.5K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 961 | $233.1K | 0.01% | +961 | New |
| Caitong International Asset Management Co., Ltd | 903 | $233.3K | 0.17% | +903 | New |