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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 1,985 | $463.3K | 0.21% | −200−9.2% | Reduced |
| Groupe la Francaise | 1,734 | $464.9K | 0.01% | −116−6.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,800 | $465.1K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,802 | $465.5K | 0.02% | −165−8.4% | Reduced |
| Dakota Wealth Management | 1,804 | $466.1K | 0.01% | −215−10.6% | Reduced |
| Ieq Capital, LLC | 1,812 | $468.2K | 0.00% | −191−9.5% | Reduced |
| Beacon Pointe Advisors, LLC | 1,817 | $469.5K | 0.01% | −17−0.9% | Reduced |
| Stonegate Investment Group, LLC | 1,818 | $469.8K | 0.01% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 1,855 | $479.3K | 0.01% | −38−2.0% | Reduced |
| Intech Investment Management LLC | 1,863 | $481.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,865 | $481.8K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,870 | $483.2K | 0.02% | +78+4.4% | Added |
| Ballentine Partners, LLC | 1,873 | $483.9K | 0.01% | −34−1.8% | Reduced |
| Acadian Asset Management LLC | 1,878 | $484.0K | 0.00% | +1,315+233.6% | Added |
| Whittier Trust Co | 1,876 | $484.7K | 0.01% | −20−1.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $486.5K | 0.41% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,894 | $489.4K | 0.19% | −37−1.9% | Reduced |
| Hilltop Holdings Inc. | 1,897 | $490.0K | 0.03% | +863+83.5% | Added |
| S.E.E.D. Planning Group LLC | 1,900 | $490.8K | 0.17% | −57−2.9% | Reduced |
| Verity Asset Management, Inc. | 1,900 | $490.9K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,903 | $491.7K | 0.02% | +1,135+147.8% | Added |
| AssuredPartners Investment Advisors, LLC | 1,913 | $494.2K | 0.10% | +28+1.5% | Added |
| Argent Advisors, Inc. | 1,913 | $494.3K | 0.17% | +13+0.7% | Added |
| Siemens Fonds Invest GmbH | 1,936 | $500.2K | 0.03% | +1,936 | New |
| TD Private Client Wealth LLC | 1,938 | $500.7K | 0.01% | +413+27.1% | Added |
| MTM Investment Management, LLC | 1,958 | $506.6K | 0.20% | −85−4.2% | Reduced |
| Signaturefd, LLC | 1,964 | $507.6K | 0.01% | −528−21.2% | Reduced |
| PFG Investments, LLC | 1,965 | $507.6K | 0.03% | −48−2.4% | Reduced |
| Hager Investment Management Services, LLC | 1,983 | $512.4K | 0.36% | −80−3.9% | Reduced |
| HBK Sorce Advisory LLC | 2,001 | $516.9K | 0.02% | −10.0% | Reduced |
| MUFG Securities Americas Inc. | 2,002 | $517.3K | 0.06% | +335+20.1% | Added |
| Ellenbecker Investment Group | 2,012 | $519.9K | 0.09% | +22+1.1% | Added |
| Valeo Financial Advisors, LLC | 2,022 | $522.4K | 0.01% | +792+64.4% | Added |
| LRI Investments, LLC | 2,026 | $523.6K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,032 | $525.0K | 0.01% | −13−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 2,049 | $529.5K | 0.01% | −78−3.7% | Reduced |
| Capital Investment Advisors, LLC | 2,073 | $535.6K | 0.01% | +142+7.4% | Added |
| WJ Wealth Management, LLC | 2,080 | $537.4K | 0.19% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,084 | $538.4K | 0.15% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,092 | $540.5K | 0.05% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $542.6K | 0.20% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $543.0K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,115 | $546.5K | 0.02% | +40+1.9% | Added |
| Cascade Financial Partners, LLC | 2,120 | $547.8K | 0.07% | −560−20.9% | Reduced |
| Drake & Associates, LLC | 2,131 | $550.5K | 0.15% | +10+0.5% | Added |
| Silvercrest Asset Management Group LLC | 2,131 | $550.6K | 0.00% | +2,131 | New |
| Stiles Financial Services Inc | 2,134 | $551.7K | 0.21% | −118−5.2% | Reduced |
| Perbak Capital Partners LLP | 2,136 | $551.9K | 0.41% | +2,136 | New |
| Warren Averett Asset Management, LLC | 2,177 | $562.5K | 0.01% | −221−9.2% | Reduced |
| First Citizens Bank & Trust Co | 2,200 | $568.4K | 0.01% | +51+2.4% | Added |
| Evelyn Partners Investment Management LLP | 2,201 | $568.7K | 0.02% | −600−21.4% | Reduced |
| Coppell Advisory Solutions LLC | 2,297 | $568.8K | 0.08% | +3+0.1% | Added |
| Hoge Financial Services, LLC | 2,202 | $569.0K | 0.40% | −13−0.6% | Reduced |
| Moran Wealth Management, LLC | 2,219 | $573.3K | 0.02% | −192−8.0% | Reduced |
| HM Payson & Co | 2,221 | $573.9K | 0.01% | −150−6.3% | Reduced |
| Fox Run Management, L.L.C. | 2,222 | $574.1K | 0.09% | +2,222 | New |
| Mystic Asset Management, Inc. | 2,230 | $576.2K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,271 | $586.8K | 0.04% | −61−2.6% | Reduced |
| Mutual Advisors, LLC | 2,367 | $587.9K | 0.02% | +212+9.8% | Added |
| Evermay Wealth Management LLC | 2,285 | $590.4K | 0.08% | −121−5.0% | Reduced |
| Farther Finance Advisors, LLC | 2,291 | $592.8K | 0.02% | +1,262+122.6% | Added |
| Vestcor Inc | 2,304 | $595.0K | 0.02% | +373+19.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $596.9K | 0.28% | −340−12.8% | Reduced |
| Meeder Advisory Services, Inc. | 2,313 | $597.7K | 0.04% | −137−5.6% | Reduced |
| One Capital Management, LLC | 2,315 | $598.1K | 0.02% | +2,315 | New |
| Insigneo Advisory Services, LLC | 2,328 | $601.5K | 0.06% | −66−2.8% | Reduced |
| Burford Brothers, Inc. | 2,334 | $603.1K | 0.29% | +593+34.1% | Added |
| Acropolis Investment Management, LLC | 2,342 | $605.2K | 0.04% | −41−1.7% | Reduced |
| CWM, LLC | 2,353 | $608.0K | 0.00% | +84+3.7% | Added |
| Choate Investment Advisors | 2,369 | $612.1K | 0.02% | +25+1.1% | Added |
| Financial Management Network Inc | 2,699 | $614.2K | 0.14% | +3+0.1% | Added |
| Global Trust Asset Management, LLC | 2,384 | $616.1K | 0.38% | −900−27.4% | Reduced |
| Baldwin Investment Management, LLC | 2,386 | $616.5K | 0.07% | +155+6.9% | Added |
| Flputnam Investment Management Co | 2,394 | $618.5K | 0.01% | −381−13.7% | Reduced |
| North Star Investment Management Corp. | 2,397 | $619.3K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,411 | $622.8K | 0.01% | −669−21.7% | Reduced |
| MONECO Advisors, LLC | 2,417 | $624.6K | 0.06% | −186−7.1% | Reduced |
| TownSquare Capital, LLC | 2,428 | $627.5K | 0.01% | +489+25.2% | Added |
| Longfellow Investment Management Co LLC | 2,448 | $632.5K | 0.15% | +2,448 | New |
| Guggenheim Capital LLC | 2,459 | $635.4K | 0.01% | −622−20.2% | Reduced |
| Kinneret Advisory, LLC | 2,493 | $644.1K | 0.06% | −8−0.3% | Reduced |
| Strong Tower Advisory Services | 2,840 | $646.4K | 0.16% | +859+43.4% | Added |
| Finivi Inc. | 2,526 | $652.7K | 0.53% | +317+14.4% | Added |
| Janney Capital Management LLC | 2,531 | $654.0K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,533 | $654.5K | 0.01% | −219−8.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,536 | $655.3K | 0.04% | −36−1.4% | Reduced |
| Atria Investments LLC | 2,570 | $664.2K | 0.01% | +407+18.8% | Added |
| Golden State Wealth Management, LLC | 2,596 | $670.8K | 0.10% | +96+3.8% | Added |
| Wedbush Securities Inc | 2,683 | $693.0K | 0.03% | +183+7.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,695 | $696.3K | 0.01% | +83+3.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $697.6K | 0.22% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,702 | $698.0K | 0.01% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,708 | $699.7K | 0.07% | +98+3.8% | Added |
| SCS Capital Management LLC | 2,710 | $700.2K | 0.01% | +2,710 | New |
| GAMMA Investing LLC | 2,720 | $702.8K | 0.05% | +373+15.9% | Added |
| United Services Automobile Association | 2,757 | $713.0K | 0.02% | +2,757 | New |
| Sovran Advisors, LLC | 3,072 | $713.6K | 0.09% | +1,343+77.7% | Added |
| Mendel Money Management | 2,767 | $714.9K | 0.34% | +46+1.7% | Added |
| Beaton Management Co. Inc. | 2,768 | $715.0K | 0.37% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,769 | $715.4K | 0.02% | −108−3.8% | Reduced |