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 |
|---|---|---|---|---|---|
| Steinberg Asset Management LLC | 1,223 | $316.0K | 0.26% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,230 | $317.8K | 0.14% | −187−13.2% | Reduced |
| Gradient Investments LLC | 1,230 | $317.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,230 | $317.8K | 0.01% | −984−44.4% | Reduced |
| Principal Securities, Inc. | 1,117 | $319.2K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,244 | $321.4K | 0.01% | −522−29.6% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $323.0K | 0.12% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,257 | $324.8K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,261 | $325.8K | 0.00% | −197−13.5% | Reduced |
| Cahill Financial Advisors Inc | 1,263 | $326.3K | 0.04% | 00.0% | Unchanged |
| Cambiar Investors LLC | 1,273 | $328.9K | 0.01% | −400−23.9% | Reduced |
| Gladstone Institutional Advisory LLC | 1,273 | $328.9K | 0.02% | −127−9.1% | Reduced |
| Cullinan Associates Inc | 1,300 | $335.9K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $335.9K | 0.26% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,153 | $336.0K | 0.06% | +1,153 | New |
| Maven Securities LTD | 1,302 | $336.4K | 0.07% | +1,302 | New |
| Versor Investments LP | 1,302 | $336.4K | 0.05% | +1,302 | New |
| Fifth Third Wealth Advisors LLC | 1,309 | $338.2K | 0.02% | +80+6.5% | Added |
| Buckingham Strategic Partners | 1,311 | $338.9K | 0.01% | +1,311 | New |
| Associated Banc-Corp | 1,314 | $339.5K | 0.01% | −40−3.0% | Reduced |
| Elios Financial Group Inc. | 1,322 | $341.7K | 0.17% | +4+0.3% | Added |
| Hengehold Capital Management LLC | 1,325 | $342.3K | 0.03% | −15−1.1% | Reduced |
| Resources Management Corp | 1,329 | $343.0K | 0.05% | −199−13.0% | Reduced |
| Rehmann Capital Advisory Group | 1,332 | $344.2K | 0.02% | +105+8.6% | Added |
| ProVise Management Group, LLC | 1,347 | $348.0K | 0.03% | −100−6.9% | Reduced |
| J. Safra Sarasin Holding AG | 1,350 | $348.8K | 0.01% | +350+35.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,351 | $349.3K | 0.05% | −18−1.3% | Reduced |
| Hutchinson Capital Management | 1,360 | $351.4K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,363 | $352.2K | 0.01% | −14−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 1,363 | $352.4K | 0.01% | −115−7.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,366 | $353.0K | 0.01% | −4,751−77.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,367 | $353.1K | 0.26% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 1,371 | $354.1K | 0.04% | +70+5.4% | Added |
| Middleton & Co Inc | 1,375 | $355.3K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,378 | $356.0K | 0.06% | −244−15.0% | Reduced |
| Shell Asset Management Co | 1,383 | $357.0K | 0.02% | +99+7.7% | Added |
| West Wealth Group, LLC | 1,383 | $357.9K | 0.11% | +7+0.5% | Added |
| Costello Asset Management, INC | 1,400 | $361.7K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,390 | $363.9K | 0.01% | −37−2.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,410 | $364.3K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,416 | $365.9K | 0.01% | +433+44.0% | Added |
| Nations Financial Group Inc, | 1,416 | $366.1K | 0.03% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,418 | $366.4K | 0.20% | −52−3.5% | Reduced |
| FourThought Financial Partners, LLC | 1,422 | $367.5K | 0.04% | −66−4.4% | Reduced |
| Johnson Investment Counsel Inc | 1,423 | $367.7K | 0.00% | −64−4.3% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,423 | $367.7K | 0.25% | +1,423 | New |
| Frank, Rimerman Advisors LLC | 1,425 | $368.2K | 0.03% | −54−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,433 | $370.3K | 0.00% | −94,109−98.5% | Reduced |
| AlphaCore Capital LLC | 1,448 | $374.1K | 0.03% | +1,448 | New |
| Astoria Portfolio Advisors LLC. | 1,562 | $374.6K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,458 | $376.7K | 0.01% | +6+0.4% | Added |
| ISAM Funds (UK) Ltd | 1,464 | $378.3K | 0.19% | +1,464 | New |
| Ossiam | 1,467 | $379.0K | 0.01% | −93−6.0% | Reduced |
| Parallel Advisors, LLC | 1,469 | $379.7K | 0.01% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,480 | $382.4K | 0.03% | +12+0.8% | Added |
| Axxcess Wealth Management, LLC | 1,488 | $384.4K | 0.01% | −3,092−67.5% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $387.6K | 0.08% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,500 | $387.6K | 0.42% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $387.6K | 0.28% | +1,500 | New |
| Cito Capital Group, LLC | 1,500 | $388.0K | 0.15% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,508 | $389.7K | 0.09% | −18−1.2% | Reduced |
| Annex Advisory Services, LLC | 1,511 | $390.4K | 0.01% | −83−5.2% | Reduced |
| Trueblood Wealth Management, LLC | 1,518 | $392.2K | 0.18% | −119−7.3% | Reduced |
| GLOBALT Investments LLC | 1,558 | $402.6K | 0.02% | −560−26.4% | Reduced |
| Keystone Investors Pte Ltd | 1,567 | $404.9K | 0.06% | +1,567 | New |
| Uniting Wealth Partners, LLC | 1,600 | $413.4K | 0.21% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,600 | $413.4K | 1.09% | +1,600 | New |
| 1st Source Bank | 1,601 | $413.7K | 0.02% | −56−3.4% | Reduced |
| XML Financial, LLC | 1,607 | $415.2K | 0.04% | +100+6.6% | Added |
| Smartleaf Asset Management LLC | 1,608 | $415.9K | 0.04% | +141+9.6% | Added |
| HFM Investment Advisors, LLC | 1,610 | $416.0K | 0.20% | +1,610 | New |
| O'Keefe Stevens Advisory, Inc. | 1,610 | $416.1K | 0.14% | +10+0.6% | Added |
| International Assets Investment Management, LLC | 1,616 | $417.4K | 0.04% | −1,832−53.1% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $418.3K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,621 | $418.8K | 0.01% | +70+4.5% | Added |
| Transcend Wealth Collective, LLC | 1,629 | $420.9K | 0.03% | −62−3.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,634 | $422.2K | 0.01% | +50+3.2% | Added |
| Taylor Financial Group, Inc. | 1,648 | $425.8K | 0.30% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,655 | $427.7K | 0.06% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,664 | $429.9K | 0.12% | +1,664 | New |
| Hoey Investments, Inc | 1,671 | $431.8K | 0.09% | −73−4.2% | Reduced |
| Hunter Associates Investment Management LLC | 1,680 | $434.0K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 1,684 | $435.1K | 0.05% | −75−4.3% | Reduced |
| Cottage Street Advisors LLC | 1,692 | $437.2K | 0.22% | −21−1.2% | Reduced |
| Moors & Cabot, Inc. | 1,693 | $437.4K | 0.02% | −172−9.2% | Reduced |
| Frazier Financial Advisors, LLC | 1,693 | $437.4K | 0.34% | −125−6.9% | Reduced |
| Anb Bank | 1,695 | $438.0K | 0.20% | −50−2.9% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $441.1K | 0.27% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,708 | $441.3K | 0.05% | +1,708 | New |
| Pensionmark Financial Group, LLC | 1,710 | $441.8K | 0.01% | −633−27.0% | Reduced |
| Trust Co of Vermont | 1,711 | $442.1K | 0.02% | +10+0.6% | Added |
| Navalign, LLC | 1,715 | $443.2K | 0.13% | +8+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,722 | $444.9K | 0.03% | +13+0.8% | Added |
| AE Wealth Management LLC | 1,728 | $446.4K | 0.00% | +416+31.7% | Added |
| Chatham Capital Group, Inc. | 1,734 | $448.0K | 0.07% | −60−3.3% | Reduced |
| Sender Co & Partners, Inc. | 1,738 | $449.1K | 0.33% | +1,738 | New |
| Equitable Holdings, Inc. | 1,771 | $457.6K | 0.00% | −219−11.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,771 | $457.6K | 0.16% | +17+1.0% | Added |
| Kestra Private Wealth Services, LLC | 1,776 | $458.9K | 0.01% | +524+41.9% | Added |
| Atomi Financial Group, Inc. | 1,788 | $462.1K | 0.02% | +416+30.3% | Added |