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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,780 | $718.0K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,791 | $721.1K | 0.17% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,800 | $723.5K | 0.64% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,174 | $728.1K | 0.04% | +55+1.8% | Added |
| Nixon Peabody Trust Co | 2,827 | $730.4K | 0.06% | −8,719−75.5% | Reduced |
| Western Wealth Management, LLC | 2,880 | $744.0K | 0.05% | −43−1.5% | Reduced |
| Bessemer Group Inc | 2,884 | $745.0K | 0.00% | −2−0.1% | Reduced |
| Fire Capital Management LLC | 2,893 | $747.5K | 0.55% | +122+4.4% | Added |
| Aptus Capital Advisors, LLC | 2,922 | $755.1K | 0.01% | +734+33.5% | Added |
| CLG LLC | 2,952 | $762.7K | 0.26% | +10.0% | Added |
| Rossmore Private Capital | 2,954 | $763.3K | 0.09% | −10−0.3% | Reduced |
| Clearstead Advisors, LLC | 2,955 | $763.4K | 0.01% | +510+20.9% | Added |
| Wahed Invest LLC | 2,961 | $765.1K | 0.13% | +17+0.6% | Added |
| Transatlantique Private Wealth LLC | 2,989 | $772.4K | 0.31% | +89+3.1% | Added |
| RBF Capital, LLC | 3,000 | $775.1K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,031 | $783.1K | 0.02% | +80+2.7% | Added |
| Stonebridge Capital Advisors LLC | 3,035 | $784.2K | 0.06% | +276+10.0% | Added |
| Heritage Wealth Partners, LLC | 3,097 | $800.2K | 1.22% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,151 | $814.2K | 0.04% | +59+1.9% | Added |
| Investment Management Corp of Ontario | 3,154 | $814.9K | 0.02% | +3,154 | New |
| First Foundation Advisors | 3,154 | $815.0K | 0.03% | −6−0.2% | Reduced |
| Benjamin Edwards Inc | 3,168 | $818.6K | 0.01% | −9,768−75.5% | Reduced |
| National Asset Management, Inc. | 3,188 | $823.7K | 0.03% | +1,729+118.5% | Added |
| Adviser Investments LLC | 3,195 | $825.5K | 0.01% | −127−3.8% | Reduced |
| Assetmark, Inc | 3,196 | $825.8K | 0.00% | +149+4.9% | Added |
| Private Trust Co NA | 3,238 | $836.7K | 0.09% | +35+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,287 | $849.3K | 0.06% | −1,624−33.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,295 | $851.4K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,315 | $856.5K | 0.25% | −260−7.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,325 | $859.1K | 0.05% | −82−2.4% | Reduced |
| Heritage Trust Co | 3,330 | $860.4K | 0.10% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,375 | $872.2K | 0.33% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,390 | $876.0K | 0.22% | +3,390 | New |
| Integrated Investment Consultants, LLC | 3,396 | $877.5K | 0.17% | −2−0.1% | Reduced |
| Winton Group Ltd | 3,411 | $881.3K | 0.05% | +3,411 | New |
| Chilton Investment Co LLC | 3,421 | $883.9K | 0.02% | +2,575+304.4% | Added |
| Private Wealth Asset Management, LLC | 3,425 | $885.0K | 0.13% | +3,425 | New |
| First Commonwealth Financial Corp | 3,464 | $895.0K | 0.21% | 00.0% | Unchanged |
| Addison Capital Co | 3,475 | $897.9K | 0.35% | +201+6.1% | Added |
| NewEdge Wealth, LLC | 3,500 | $904.3K | 0.02% | +211+6.4% | Added |
| Baader Bank INC | 3,520 | $908.4K | 0.09% | −2,797−44.3% | Reduced |
| HighPoint Advisor Group LLC | 3,691 | $914.0K | 0.05% | −1,879−33.7% | Reduced |
| Nomura Holdings Inc | 3,580 | $925.0K | 0.00% | −12,111−77.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,582 | $925.5K | 0.02% | +2,107+142.8% | Added |
| QRG Capital Management, Inc. | 3,594 | $928.7K | 0.01% | −66−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,596 | $929.1K | 0.01% | +12+0.3% | Added |
| V-Square Quantitative Management LLC | 3,639 | $940.2K | 0.14% | +7+0.2% | Added |
| Tower Research Capital LLC (TRC) | 3,722 | $947.5K | 0.03% | −4,315−53.7% | Reduced |
| Burney Co | 3,699 | $955.7K | 0.03% | −18−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,707 | $957.8K | 0.03% | +320+9.4% | Added |
| Coldstream Capital Management Inc | 3,738 | $966.0K | 0.02% | −145−3.7% | Reduced |
| Caxton Associates LLP | 3,740 | $966.3K | 0.03% | +3,740 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,765 | $972.8K | 0.04% | −10−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,731 | $980.8K | 0.04% | −1,456−28.1% | Reduced |
| Diversified Trust Co | 3,810 | $984.4K | 0.02% | −641−14.4% | Reduced |
| Central Pacific Bank - Trust Division | 3,830 | $989.6K | 0.14% | −231−5.7% | Reduced |
| Mirova | 3,840 | $992.2K | 0.18% | −1,200−23.8% | Reduced |
| Summit Financial, LLC | 3,894 | $1.01M | 0.03% | −149−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,900 | $1.01M | 0.27% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,921 | $1.01M | 0.00% | +478+13.9% | Added |
| Spirepoint Private Client, LLC | 3,941 | $1.02M | 0.13% | −10−0.3% | Reduced |
| Sigma Planning Corp | 3,993 | $1.03M | 0.03% | +91+2.3% | Added |
| Crossmark Global Holdings, Inc. | 3,996 | $1.03M | 0.02% | −57−1.4% | Reduced |
| Connective Portfolio Management, LLC | 4,000 | $1.03M | 3.49% | +4,000 | New |
| Empirical Finance, LLC | 4,034 | $1.04M | 0.06% | +110+2.8% | Added |
| Occudo Quantitative Strategies LP | 4,051 | $1.05M | 0.14% | +4,051 | New |
| RSM US Wealth Management LLC | 4,061 | $1.05M | 0.02% | −5−0.1% | Reduced |
| Prospera Financial Services Inc | 4,066 | $1.05M | 0.02% | +39+1.0% | Added |
| Omers Administration Corp | 4,093 | $1.06M | 0.01% | −675−14.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,097 | $1.06M | 0.09% | +46+1.1% | Added |
| Banque Cantonale Vaudoise | 4,103 | $1.06M | 0.05% | +4,103 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,142 | $1.07M | 0.01% | +562+15.7% | Added |
| Resources Investment Advisors, LLC. | 4,176 | $1.08M | 0.01% | +318+8.2% | Added |
| Agate Pass Investment Management, LLC | 4,280 | $1.11M | 0.47% | +1,575+58.2% | Added |
| Crowley Wealth Management, Inc. | 4,295 | $1.11M | 1.06% | −359−7.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,306 | $1.11M | 0.01% | +45+1.1% | Added |
| Ascent Group, LLC | 4,315 | $1.11M | 0.05% | +325+8.1% | Added |
| Commerzbank Aktiengesellschaft | 4,339 | $1.12M | 0.03% | +1,426+49.0% | Added |
| J.W. Cole Advisors, Inc. | 4,382 | $1.13M | 0.04% | +2,466+128.7% | Added |
| Allstate Corp | 4,394 | $1.14M | 0.03% | +973+28.4% | Added |
| Ofi Invest Asset Management | 4,763 | $1.14M | 0.03% | +1,033+27.7% | Added |
| Beaumont Asset Management, L.L.C. | 4,470 | $1.15M | 0.70% | +94+2.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 4,500 | $1.16M | 0.19% | 00.0% | Unchanged |
| Courier Capital LLC | 4,511 | $1.17M | 0.08% | −42−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 4,531 | $1.17M | 0.02% | +3,663+422.0% | Added |
| Pictet & Cie (Europe) SA | 4,533 | $1.17M | 0.03% | +338+8.1% | Added |
| Elmwood Wealth Management, Inc. | 4,617 | $1.19M | 0.49% | −100−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 5,498 | $1.20M | 0.00% | −39−0.7% | Reduced |
| Leibman Financial Services, Inc. | 4,660 | $1.20M | 0.94% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,663 | $1.20M | 0.01% | −318−6.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,688 | $1.21M | 0.11% | 00.0% | Unchanged |
| Regions Financial Corp | 4,717 | $1.22M | 0.01% | −20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,725 | $1.22M | 0.01% | +83+1.8% | Added |
| Umb Bank N A | 4,805 | $1.24M | 0.02% | −103−2.1% | Reduced |
| Garda Capital Partners LP | 4,844 | $1.25M | 0.70% | +4,844 | New |
| 111 Capital | 4,871 | $1.26M | 0.24% | +4,871 | New |
| Westwood Holdings Group Inc. | 4,876 | $1.26M | 0.01% | −1,402−22.3% | Reduced |
| Pinnacle Associates Ltd | 4,876 | $1.26M | 0.02% | −67−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,909 | $1.27M | 0.11% | +2,415+96.8% | Added |
| GAM Holding AG | 4,920 | $1.27M | 0.10% | −3,794−43.5% | Reduced |