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 |
|---|---|---|---|---|---|
| Smart Money Group LLC | 905 | $233.8K | 0.08% | +5+0.6% | Added |
| Hudock, Inc. | 912 | $235.7K | 0.04% | +2+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 915 | $236.4K | 0.04% | −22−2.3% | Reduced |
| Diligent Investors, LLC | 915 | $236.5K | 0.06% | +6+0.7% | Added |
| Modera Wealth Management, LLC | 917 | $237.0K | 0.00% | −60−6.1% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $237.2K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 922 | $238.2K | 0.13% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 929 | $240.0K | 0.01% | +929 | New |
| FineMark National Bank & Trust | 930 | $240.3K | 0.01% | −290−23.8% | Reduced |
| Colonial Trust Co | 938 | $242.4K | 0.04% | +465+98.3% | Added |
| Conning Inc. | 941 | $243.1K | 0.01% | +40+4.4% | Added |
| Mather Group, LLC. | 942 | $243.5K | 0.00% | +231+32.5% | Added |
| Sonora Investment Management Group, LLC | 949 | $245.2K | 0.02% | −181−16.0% | Reduced |
| Marshall & Sullivan Inc | 950 | $245.5K | 0.12% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 951 | $245.7K | 0.08% | −1,000−51.3% | Reduced |
| Founders Financial Securities LLC | 1,003 | $247.2K | 0.02% | +3+0.3% | Added |
| Concurrent Investment Advisors, LLC | 962 | $248.5K | 0.01% | −12−1.2% | Reduced |
| Savvy Advisors, Inc. | 964 | $249.1K | 0.03% | +219+29.4% | Added |
| Howard Bailey Securities, LLC | 964 | $249.1K | 0.08% | +964 | New |
| Tradition Wealth Management, LLC | 965 | $249.3K | 0.02% | +5+0.5% | Added |
| KLCM Advisors, Inc. | 966 | $249.6K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 976 | $252.2K | 0.01% | −9−0.9% | Reduced |
| Financial Security Advisor, Inc. | 976 | $252.3K | 0.06% | +4+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $253.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,120 | $255.4K | 0.18% | +38+3.5% | Added |
| ABLE Financial Group, LLC | 989 | $255.5K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 990 | $255.8K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 992 | $256.3K | 0.01% | −16,099−94.2% | Reduced |
| Second Line Capital, LLC | 995 | $257.1K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 996 | $257.3K | 0.02% | −38−3.7% | Reduced |
| Tradewinds, LLC. | 997 | $257.6K | 0.07% | −19,039−95.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 998 | $257.9K | 0.00% | −46−4.4% | Reduced |
| South Dakota Investment Council | 1,000 | $258.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,000 | $258.4K | 0.05% | −26,500−96.4% | Reduced |
| Estabrook Capital Management | 1,000 | $258.4K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $258.4K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $258.4K | 0.03% | 00.0% | Unchanged |
| DMG Group, LLC | 1,000 | $258.4K | 0.21% | +224+28.9% | Added |
| WealthPLAN Partners, LLC | 1,004 | $259.4K | 0.04% | 00.0% | Unchanged |
| FMB Wealth Management | 1,005 | $259.7K | 0.14% | +1+0.1% | Added |
| Certified Advisory Corp | 1,008 | $260.4K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,013 | $262.1K | 0.02% | −8−0.8% | Reduced |
| Kooman & Associates | 1,015 | $262.3K | 0.10% | +9+0.9% | Added |
| Caldwell Trust Co | 1,017 | $262.8K | 0.03% | +100+10.9% | Added |
| SevenBridge Financial Group, LLC | 877 | $262.9K | 0.05% | −186−17.5% | Reduced |
| BKM Wealth Management, LLC | 1,018 | $263.0K | 0.11% | +20+2.0% | Added |
| American National Bank | 1,021 | $263.8K | 0.03% | −467−31.4% | Reduced |
| Nwam LLC | 1,021 | $263.8K | 0.02% | −1,996−66.2% | Reduced |
| Parsons Capital Management Inc | 1,022 | $264.1K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,023 | $264.1K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,030 | $266.1K | 0.12% | −38−3.6% | Reduced |
| Brookstone Capital Management | 1,032 | $266.7K | 0.00% | −42−3.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,038 | $268.1K | 0.14% | −113−9.8% | Reduced |
| Belmont Capital, LLC | 1,042 | $269.2K | 0.05% | +1,042 | New |
| Carnegie Lake Advisors LLC | 1,048 | $271.0K | 0.11% | 00.0% | Unchanged |
| Grange Capital, LLC | 1,050 | $271.3K | 0.32% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,048 | $271.5K | 0.00% | +1,048 | New |
| Plancorp, LLC | 1,054 | $272.3K | 0.01% | +5+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,058 | $273.4K | 0.02% | +254+31.6% | Added |
| Pacifica Partners Inc. | 1,149 | $274.9K | 0.13% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,068 | $275.9K | 0.04% | +18+1.7% | Added |
| Vicus Capital | 1,068 | $276.1K | 0.03% | −68−6.0% | Reduced |
| Capital Investment Counsel, Inc | 1,080 | $279.1K | 0.04% | −10−0.9% | Reduced |
| Rebalance, LLC | 1,083 | $279.7K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,093 | $282.4K | 0.00% | +36+3.4% | Added |
| Kelly Financial Services LLC | 1,096 | $283.1K | 0.10% | +46+4.4% | Added |
| Ameritas Investment Partners, Inc. | 1,100 | $284.2K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,187 | $284.7K | 0.02% | +1,187 | New |
| Fort Point Capital Partners LLC | 1,102 | $284.7K | 0.03% | −113−9.3% | Reduced |
| Maple Capital Management, Inc. | 1,103 | $285.0K | 0.02% | +353+47.1% | Added |
| Strategic Financial Concepts, LLC | 1,111 | $287.1K | 0.05% | −37−3.2% | Reduced |
| Keel Point, LLC | 1,111 | $287.1K | 0.02% | −65−5.5% | Reduced |
| Summit X, LLC | 1,117 | $288.6K | 0.06% | −1−0.1% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $289.0K | 0.13% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,119 | $289.1K | 0.04% | −277−19.8% | Reduced |
| Cedar Point Capital Partners, LLC | 1,119 | $289.1K | 0.19% | +3+0.3% | Added |
| Welch & Forbes LLC | 1,120 | $289.4K | 0.00% | +277+32.9% | Added |
| Jacobi Capital Management LLC | 1,127 | $291.3K | 0.02% | +71+6.7% | Added |
| Cigna Investments Inc | 1,130 | $292.0K | 0.05% | −46−3.9% | Reduced |
| Integrity Alliance, LLC. | 1,134 | $293.0K | 0.01% | +1,134 | New |
| Cannon Financial Strategists, Inc. | 1,138 | $294.0K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,145 | $295.8K | 0.03% | +1+0.1% | Added |
| Profund Advisors LLC | 1,146 | $296.1K | 0.01% | −52−4.3% | Reduced |
| Aurora Private Wealth, Inc. | 1,150 | $297.0K | 0.24% | +1+0.1% | Added |
| Change Path, LLC | 1,161 | $300.0K | 0.01% | +77+7.1% | Added |
| TCG Advisory Services, LLC | 1,165 | $301.0K | 0.01% | +25+2.2% | Added |
| First Community Trust NA | 1,168 | $301.8K | 0.26% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,169 | $302.0K | 0.07% | −44−3.6% | Reduced |
| Hardin Capital Partners, LLC | 1,170 | $302.3K | 0.19% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,170 | $302.3K | 0.03% | +1,170 | New |
| Sicart Associates LLC | 1,175 | $303.6K | 0.10% | −75−6.0% | Reduced |
| Legacy Advisors, LLC | 1,178 | $304.4K | 0.03% | +289+32.5% | Added |
| Capital Advisors Inc | 1,180 | $304.9K | 0.01% | +17+1.5% | Added |
| Safeguard Investment Advisory Group, LLC | 1,182 | $305.4K | 0.08% | +1+0.1% | Added |
| Clarius Group, LLC | 1,185 | $306.2K | 0.02% | +26+2.2% | Added |
| Tyche Wealth Partners LLC | 1,200 | $310.1K | 0.07% | −1−0.1% | Reduced |
| Orrstown Financial Services Inc | 1,200 | $310.1K | 0.07% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,200 | $310.1K | 0.09% | −24−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,201 | $310.3K | 0.00% | −22−1.8% | Reduced |
| Madden Securities Corp | 1,215 | $313.9K | 0.12% | 00.0% | Unchanged |