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 |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 4,929 | $1.27M | 0.38% | +320+6.9% | Added |
| Cypress Advisory Group LLC | 4,936 | $1.28M | 1.16% | +258+5.5% | Added |
| Impax Asset Management Group plc | 4,941 | $1.28M | 0.01% | +1,328+36.8% | Added |
| Triangle Securities Wealth Management | 4,972 | $1.28M | 0.33% | −10−0.2% | Reduced |
| Apollon Wealth Management, LLC | 4,976 | $1.29M | 0.03% | +1,363+37.7% | Added |
| Lighthouse Investment Partners, LLC | 5,000 | $1.29M | 0.06% | −500−9.1% | Reduced |
| Smith Group Asset Management, LLC | 5,000 | $1.29M | 0.10% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,000 | $1.29M | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,044 | $1.30M | 0.23% | +500+11.0% | Added |
| VCI Wealth Management LLC | 5,118 | $1.32M | 0.55% | −959−15.8% | Reduced |
| Davis-Rea Ltd. | 5,150 | $1.33M | 0.35% | +5,150 | New |
| SG Americas Securities, LLC | 5,190 | $1.34M | 0.00% | +2,655+104.7% | Added |
| New Mexico Educational Retirement Board | 5,276 | $1.36M | 0.05% | −100−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,275 | $1.36M | 0.05% | −8−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,310 | $1.37M | 0.02% | −102−1.9% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $1.38M | 0.19% | −50−0.9% | Reduced |
| Maryland State Retirement & Pension System | 5,357 | $1.38M | 0.03% | −763−12.5% | Reduced |
| Generali Asset Management SPA SGR | 5,368 | $1.39M | 0.03% | +611+12.8% | Added |
| Greenleaf Trust | 5,381 | $1.39M | 0.01% | −24−0.4% | Reduced |
| Dillon & Associates Inc | 5,392 | $1.39M | 0.21% | −2,918−35.1% | Reduced |
| Wealthspire Advisors, LLC | 5,406 | $1.40M | 0.01% | +2,660+96.9% | Added |
| Fifth Third Bancorp | 5,424 | $1.40M | 0.01% | +423+8.5% | Added |
| Journey Advisory Group, LLC | 5,425 | $1.40M | 0.11% | −1,000−15.6% | Reduced |
| Park Avenue Securities LLC | 5,477 | $1.42M | 0.02% | −830−13.2% | Reduced |
| Kornitzer Capital Management Inc | 5,514 | $1.42M | 0.03% | −88−1.6% | Reduced |
| Sumitomo Life Insurance Co | 5,566 | $1.44M | 0.05% | −2,569−31.6% | Reduced |
| Centaurus Financial, Inc. | 5,647 | $1.46M | 0.09% | −20−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,652 | $1.46M | 0.00% | +43+0.8% | Added |
| Savant Capital, LLC | 5,703 | $1.47M | 0.01% | −928−14.0% | Reduced |
| Evoke Wealth, LLC | 5,727 | $1.48M | 0.04% | −169−2.9% | Reduced |
| Allianz SE | 5,733 | $1.48M | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,756 | $1.49M | 0.05% | +3,256+130.2% | Added |
| HB Wealth Management, LLC | 5,763 | $1.49M | 0.01% | +1,335+30.1% | Added |
| Virtu Financial LLC | 5,786 | $1.50M | 0.08% | +5,786 | New |
| Terra Alpha Investments LLC | 5,806 | $1.50M | 1.63% | +262+4.7% | Added |
| Argent Trust Co | 5,808 | $1.50M | 0.06% | −4−0.1% | Reduced |
| Alaethes Wealth LLC | 5,821 | $1.50M | 0.55% | +262+4.7% | Added |
| Jefferies Financial Group Inc. | 5,916 | $1.53M | 0.03% | +5,916 | New |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.53M | 0.08% | +4,845 | New |
| Vectors Research Management, LLC | 5,961 | $1.54M | 0.54% | +85+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 6,015 | $1.55M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,018 | $1.55M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,100 | $1.58M | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,114 | $1.58M | 0.00% | −3,386−35.6% | Reduced |
| WoodTrust Financial Corp | 6,175 | $1.59M | 0.22% | 00.0% | Unchanged |
| Allworth Financial LP | 6,429 | $1.60M | 0.01% | −57−0.9% | Reduced |
| Wesbanco Bank Inc | 6,249 | $1.61M | 0.06% | +279+4.7% | Added |
| Ostrum Asset Management | 6,324 | $1.63M | 0.09% | +2,709+74.9% | Added |
| Manning & Napier Advisors LLC | 6,401 | $1.65M | 0.02% | −484−7.0% | Reduced |
| MML Investors Services, LLC | 6,443 | $1.67M | 0.01% | +49+0.8% | Added |
| Gulf International Bank (UK) Ltd | 6,468 | $1.67M | 0.06% | −2,513−28.0% | Reduced |
| Richard C. Young & CO., LTD. | 6,491 | $1.68M | 0.18% | −117−1.8% | Reduced |
| Bayesian Capital Management, LP | 6,500 | $1.68M | 0.28% | +4,079+168.5% | Added |
| Tiaa Trust, National Association | 6,598 | $1.70M | 0.01% | +544+9.0% | Added |
| Union Bancaire Privee, UBP SA | 6,719 | $1.72M | 0.03% | −4,972−42.5% | Reduced |
| Bowen Hanes & Co Inc | 6,735 | $1.74M | 0.05% | −100−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,802 | $1.76M | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,824 | $1.76M | 0.03% | +2,340+52.2% | Added |
| Hartford Investment Management Co | 6,880 | $1.78M | 0.06% | −72−1.0% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $1.80M | 0.20% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,988 | $1.81M | 0.02% | +6+0.1% | Added |
| Connable Office Inc | 7,018 | $1.81M | 0.19% | −33−0.5% | Reduced |
| Benedict Financial Advisors Inc | 7,031 | $1.82M | 0.42% | −49−0.7% | Reduced |
| Riverbridge Partners LLC | 7,045 | $1.82M | 0.03% | +205+3.0% | Added |
| BNP Paribas | 7,113 | $1.84M | 0.08% | +1,938+37.4% | Added |
| Avantax Advisory Services, Inc. | 7,167 | $1.85M | 0.01% | +1,667+30.3% | Added |
| Cornerstone Advisors, LLC | 7,200 | $1.86M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,305 | $1.89M | 0.03% | +4,295+142.7% | Added |
| TD Waterhouse Canada Inc. | 7,315 | $1.89M | 0.02% | +838+12.9% | Added |
| Northcape Wealth Management, LLC | 7,447 | $1.92M | 0.62% | −5−0.1% | Reduced |
| XTX Topco Ltd | 7,477 | $1.93M | 0.10% | +7,477 | New |
| Carmel Capital Partners, LLC | 7,570 | $1.96M | 0.77% | +296+4.1% | Added |
| Bridgewater Associates, LP | 7,573 | $1.96M | 0.01% | +1,353+21.8% | Added |
| EFG Asset Management (Americas) Corp. | 7,604 | $1.96M | 0.40% | −883−10.4% | Reduced |
| Ancora Advisors, LLC | 7,641 | $1.97M | 0.04% | −33−0.4% | Reduced |
| Jones Financial Companies LLLP | 7,699 | $1.99M | 0.00% | +2,797+57.1% | Added |
| Wealthfront Advisers LLC | 7,708 | $1.99M | 0.01% | +43+0.6% | Added |
| Guyasuta Investment Advisors Inc | 7,711 | $1.99M | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 7,718 | $1.99M | 0.06% | −79−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 7,791 | $2.01M | 0.03% | −395−4.8% | Reduced |
| Brevan Howard Capital Management LP | 7,826 | $2.02M | 0.06% | +7,826 | New |
| Engineers Gate Manager LP | 7,870 | $2.03M | 0.03% | +7,870 | New |
| AQR Capital Management LLC | 8,139 | $2.06M | 0.00% | +3,513+75.9% | Added |
| Norinchukin Bank, The | 7,999 | $2.07M | 0.04% | +1,028+14.7% | Added |
| Integrated Wealth Concepts LLC | 8,114 | $2.10M | 0.02% | +2,104+35.0% | Added |
| VestGen Advisors, LLC | 8,203 | $2.12M | 0.10% | +8,203 | New |
| CIBC World Markets Inc. | 8,268 | $2.14M | 0.00% | +95+1.2% | Added |
| Nia Impact Advisors, LLC | 8,430 | $2.18M | 0.81% | −160−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,634 | $2.23M | 0.02% | +1,849+27.3% | Added |
| Teachers Retirement System of the State of Kentucky | 8,729 | $2.25M | 0.02% | +209+2.5% | Added |
| Weil Company, Inc. | 8,780 | $2.27M | 0.68% | +1,916+27.9% | Added |
| Natixis | 8,891 | $2.27M | 0.01% | +7,038+379.8% | Added |
| Front Row Advisors LLC | 8,960 | $2.32M | 0.89% | −371−4.0% | Reduced |
| Westport Asset Management Inc | 9,000 | $2.33M | 1.13% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 9,054 | $2.34M | 0.05% | −1,646−15.4% | Reduced |
| Rafferty Asset Management, LLC | 9,289 | $2.40M | 0.01% | −1,979−17.6% | Reduced |
| EFG Asset Management (North America) Corp. | 9,335 | $2.41M | 0.40% | −402−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 9,346 | $2.41M | 0.03% | −345−3.6% | Reduced |
| New Age Alpha Advisors, LLC | 9,425 | $2.44M | 0.11% | −2,600−21.6% | Reduced |
| Private Advisor Group, LLC | 9,440 | $2.44M | 0.01% | −403−4.1% | Reduced |