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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 9,590 | $2.48M | 1.09% | +248+2.7% | Added |
| Susquehanna International Group, LLP | 9,685 | $2.50M | 0.00% | −50,526−83.9% | Reduced |
| Oregon Public Employees Retirement Fund | 9,691 | $2.50M | 0.05% | +10+0.1% | Added |
| SilverOak Wealth Management LLC | 9,694 | $2.50M | 0.54% | −1,100−10.2% | Reduced |
| Toroso Investments, LLC | 9,838 | $2.54M | 0.02% | +841+9.3% | Added |
| Assenagon Asset Management S.A. | 9,890 | $2.56M | 0.00% | −27,349−73.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 9,934 | $2.57M | 1.85% | +693+7.5% | Added |
| Scopus Asset Management, L.P. | 10,000 | $2.58M | 0.09% | −14,750−59.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.58M | 0.33% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,041 | $2.59M | 0.00% | −2,749−21.5% | Reduced |
| Quantinno Capital Management LP | 10,144 | $2.62M | 0.02% | +5,904+139.2% | Added |
| Rakuten Investment Management, Inc. | 10,330 | $2.67M | 0.01% | +10,330 | New |
| KBC Group NV | 10,528 | $2.72M | 0.01% | −12,693−54.7% | Reduced |
| Schroder Investment Management Group | 10,867 | $2.81M | 0.00% | −3,611−24.9% | Reduced |
| Everence Capital Management Inc | 10,918 | $2.82M | 0.19% | 00.0% | Unchanged |
| Magnetar Financial LLC | 10,930 | $2.82M | 0.04% | +10,930 | New |
| Sandy Spring Bank | 11,097 | $2.87M | 0.12% | +388+3.6% | Added |
| Vontobel Holding Ltd. | 11,151 | $2.88M | 0.01% | −7,971−41.7% | Reduced |
| Gateway Investment Advisers LLC | 11,182 | $2.89M | 0.03% | −139−1.2% | Reduced |
| Cresset Asset Management, LLC | 11,325 | $2.93M | 0.01% | −2,135−15.9% | Reduced |
| Elo Mutual Pension Insurance Co | 11,369 | $2.94M | 0.07% | +923+8.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,531 | $2.98M | 0.01% | −712−5.8% | Reduced |
| Metis Global Partners, LLC | 11,543 | $2.98M | 0.08% | +1,444+14.3% | Added |
| Mackenzie Financial Corp | 11,595 | $3.00M | 0.00% | +1,025+9.7% | Added |
| Public Employees Retirement Association of Colorado | 11,633 | $3.01M | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 11,656 | $3.01M | 0.05% | +11,656 | New |
| Garland Capital Management Inc | 11,665 | $3.01M | 2.82% | −950−7.5% | Reduced |
| OP Asset Management Ltd | 11,686 | $3.02M | 0.05% | +11,686 | New |
| Smithbridge Asset Management Inc | 11,809 | $3.05M | 0.57% | +11,809 | New |
| Bank of Nova Scotia | 11,882 | $3.07M | 0.01% | −3,207−21.3% | Reduced |
| Weatherly Asset Management L. P. | 11,893 | $3.07M | 0.28% | −375−3.1% | Reduced |
| Leonteq Securities AG | 11,896 | $3.07M | 0.23% | +10,600+817.9% | Added |
| Banque Transatlantique SA | 11,907 | $3.08M | 0.09% | −17,211−59.1% | Reduced |
| Elefante Mark B | 11,989 | $3.10M | 2.45% | +1,650+16.0% | Added |
| Glenmede Trust Co NA | 12,029 | $3.11M | 0.02% | −67−0.6% | Reduced |
| Lido Advisors, LLC | 12,031 | $3.11M | 0.02% | +7,166+147.3% | Added |
| Kampmann Melissa S. | 12,073 | $3.12M | 2.47% | +275+2.3% | Added |
| Searle & Co. | 12,293 | $3.18M | 0.91% | 00.0% | Unchanged |
| Moore Capital Management, LP | 12,401 | $3.20M | 0.11% | +12,401 | New |
| Fiduciary Trust Co | 12,724 | $3.29M | 0.04% | +5,131+67.6% | Added |
| Prudential PLC | 12,763 | $3.30M | 0.02% | +3,494+37.7% | Added |
| Sanctuary Advisors, LLC | 12,803 | $3.31M | 0.02% | −129−1.0% | Reduced |
| Equitable Trust Co | 12,942 | $3.34M | 0.19% | −1,958−13.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,009 | $3.36M | 0.29% | −60−0.5% | Reduced |
| Mercer Global Advisors Inc | 13,073 | $3.38M | 0.01% | −281−2.1% | Reduced |
| Roberts Wealth Advisors, LLC | 13,121 | $3.39M | 1.05% | +141+1.1% | Added |
| Mutual of America Capital Management LLC | 13,151 | $3.40M | 0.04% | −376−2.8% | Reduced |
| State of Alaska, Department of Revenue | 13,240 | $3.42M | 0.04% | +365+2.8% | Added |
| Colony Group, LLC | 13,348 | $3.45M | 0.01% | +1,674+14.3% | Added |
| Silvant Capital Management LLC | 13,560 | $3.50M | 0.16% | −2,903−17.6% | Reduced |
| CIBC World Markets Corp | 13,630 | $3.52M | 0.03% | −4,186−23.5% | Reduced |
| JustInvest LLC | 13,647 | $3.53M | 0.05% | +501+3.8% | Added |
| Brinker Capital Investments, LLC | 13,647 | $3.53M | 0.03% | +799+6.2% | Added |
| Orion Portfolio Solutions, LLC | 13,647 | $3.53M | 0.03% | +799+6.2% | Added |
| Bill Few Associates, Inc. | 13,775 | $3.56M | 1.27% | −88−0.6% | Reduced |
| Dempze Nancy E | 13,889 | $3.59M | 2.15% | +255+1.9% | Added |
| Ethic Inc. | 13,943 | $3.61M | 0.07% | −31−0.2% | Reduced |
| Yousif Capital Management, LLC | 14,290 | $3.69M | 0.04% | +37+0.3% | Added |
| Night Squared LP | 14,355 | $3.71M | 2.19% | +14,355 | New |
| Nissay Asset Management Corp | 14,650 | $3.79M | 0.02% | −16−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 14,753 | $3.81M | 0.12% | −2,073−12.3% | Reduced |
| London & Capital Asset Management Ltd | 14,793 | $3.82M | 0.33% | −73,847−83.3% | Reduced |
| Andra AP-fonden | 14,900 | $3.85M | 0.06% | +4,900+49.0% | Added |
| Whitener Capital Management, Inc. | 14,955 | $3.86M | 1.09% | +40+0.3% | Added |
| AXA S.A. | 14,963 | $3.87M | 0.01% | −1,258−7.8% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $3.88M | 0.46% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 15,104 | $3.90M | 0.21% | −1,225−7.5% | Reduced |
| Public Sector Pension Investment Board | 15,367 | $3.97M | 0.02% | +1,287+9.1% | Added |
| Synovus Financial Corp | 15,628 | $4.04M | 0.05% | −452−2.8% | Reduced |
| Lansdowne Partners (UK) LLP | 15,727 | $4.06M | 0.58% | +9,598+156.6% | Added |
| McGuire Investment Group, LLC | 15,807 | $4.08M | 0.61% | −64−0.4% | Reduced |
| Buckhead Capital Management LLC | 16,122 | $4.17M | 1.34% | +341+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 16,124 | $4.17M | 0.00% | −598−3.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,233 | $4.19M | 1.07% | +30+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,305 | $4.21M | 0.04% | −326−2.0% | Reduced |
| Teacher Retirement System of Texas | 16,512 | $4.27M | 0.02% | +15,449+1,453.3% | Added |
| New York Life Investment Management LLC | 16,758 | $4.33M | 0.04% | −85−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 17,091 | $4.42M | 0.59% | +421+2.5% | Added |
| Erste Asset Management GmbH | 17,099 | $4.42M | 0.06% | −2,948−14.7% | Reduced |
| Hall Laurie J Trustee | 17,257 | $4.46M | 1.59% | −523−2.9% | Reduced |
| Verition Fund Management LLC | 17,299 | $4.47M | 0.03% | −56,816−76.7% | Reduced |
| ProShare Advisors LLC | 17,386 | $4.49M | 0.01% | +840+5.1% | Added |
| Xponance, Inc. | 17,547 | $4.53M | 0.04% | +142+0.8% | Added |
| Nicholas Company, Inc. | 17,896 | $4.62M | 0.08% | +17,896 | New |
| B. Metzler seel. Sohn & Co. AG | 18,029 | $4.66M | 0.05% | +2,156+13.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,166 | $4.69M | 0.38% | +18,166 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,226 | $4.71M | 0.05% | −10,394−36.3% | Reduced |
| Papp L Roy & Associates | 18,451 | $4.77M | 0.58% | +445+2.5% | Added |
| Notis-McConarty Edward | 18,525 | $4.79M | 2.46% | +110+0.6% | Added |
| M&T Bank Corp | 18,655 | $4.82M | 0.02% | −1,414−7.0% | Reduced |
| Alerus Financial NA | 18,695 | $4.83M | 0.39% | −444−2.3% | Reduced |
| Utah Retirement Systems | 18,709 | $4.83M | 0.06% | −282−1.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $4.91M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,121 | $4.94M | 0.03% | −15,877−45.4% | Reduced |
| Advisors Asset Management, Inc. | 19,183 | $4.96M | 0.09% | −197−1.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 19,262 | $4.98M | 0.40% | −53−0.3% | Reduced |
| Scotia Capital Inc. | 19,553 | $5.05M | 0.03% | −3,553−15.4% | Reduced |
| Millennium Management LLC | 19,586 | $5.06M | 0.00% | −128,305−86.8% | Reduced |
| Kestra Advisory Services, LLC | 19,802 | $5.12M | 0.02% | +2,331+13.3% | Added |
| CIBC Asset Management Inc | 19,808 | $5.12M | 0.02% | −41−0.2% | Reduced |