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 |
|---|---|---|---|---|---|
| Rogco, LP | 189 | $48.8K | 0.02% | −16−7.8% | Reduced |
| Prestige Wealth Management Group LLC | 188 | $48.6K | 0.01% | −1,326−87.6% | Reduced |
| Aventura Private Wealth, LLC | 183 | $47.3K | 0.02% | 00.0% | Unchanged |
| Motco | 182 | $47.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $44.7K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 170 | $44.0K | 0.01% | −42−19.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 166 | $42.9K | 0.02% | +62+59.6% | Added |
| Accredited Wealth Management, LLC | 165 | $42.6K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 150 | $38.7K | 0.02% | −36−19.4% | Reduced |
| Cooksen Wealth, LLC | 130 | $37.9K | 0.04% | +130 | New |
| Laurel Wealth Advisors LLC | 141 | $36.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $36.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 120 | $34.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 133 | $34.4K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 130 | $33.6K | 0.01% | +130 | New |
| Strategic Investment Solutions, Inc. | 129 | $33.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 127 | $32.8K | 0.00% | −158−55.4% | Reduced |
| Deseret Mutual Benefit Administrators | 125 | $32.3K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $32.3K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 124 | $32.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 124 | $32.0K | 0.00% | +124 | New |
| Sofos Investments, Inc. | 120 | $31.0K | 0.01% | +120 | New |
| Sachetta, LLC | 118 | $30.6K | 0.01% | −4−3.3% | Reduced |
| Darwin Advisors, LLC | 105 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $28.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $28.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 102 | $26.4K | 0.00% | −916−90.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $25.8K | 0.01% | +100 | New |
| First United Bank Trust | 96 | $24.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 94 | $24.3K | 0.00% | +1+1.1% | Added |
| MV Capital Management, Inc. | 94 | $24.3K | 0.00% | +5+5.6% | Added |
| Sierra Ocean, LLC | 93 | $24.1K | 0.02% | +62+200.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 84 | $21.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 83 | $21.4K | 0.01% | +83 | New |
| Glen Eagle Advisors, LLC | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 80 | $20.7K | 0.01% | −20−20.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 80 | $20.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $20.4K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 78 | $20.2K | 0.00% | −43−35.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $19.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $19.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 72 | $18.6K | 0.01% | −11−13.3% | Reduced |
| Rise Advisors, LLC | 72 | $18.6K | 0.01% | −4−5.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 71 | $18.3K | 0.00% | −15−17.4% | Reduced |
| New Millennium Group LLC | 71 | $18.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 71 | $18.3K | 0.00% | +71 | New |
| Essex Investment Management Co LLC | 70 | $18.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $18.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 70 | $18.1K | 0.01% | +20+40.0% | Added |
| Capital Advisors, Ltd. LLC | 69 | $18.0K | 0.00% | −7−9.2% | Reduced |
| Riverview Trust Co | 69 | $17.8K | 0.02% | −3−4.2% | Reduced |
| Morse Asset Management, Inc | 68 | $17.6K | 0.00% | −3,009−97.8% | Reduced |
| WealthCollab, LLC | 64 | $16.5K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $16.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $16.5K | 0.00% | +64 | New |
| Delta Asset Management LLC | 63 | $16.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 63 | $16.3K | 0.00% | +44+231.6% | Added |
| Rosenberg Matthew Hamilton | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $16.0K | 0.00% | +8+14.8% | Added |
| Manchester Capital Management LLC | 59 | $15.2K | 0.00% | +15+34.1% | Added |
| West Paces Advisors Inc. | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 57 | $14.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 51 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $13.2K | 0.00% | +9+21.4% | Added |
| Transamerica Financial Advisors, Inc. | 48 | $13.0K | 0.00% | +19+65.5% | Added |
| Mascoma Wealth Management LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 44 | $12.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 48 | $12.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 46 | $12.0K | 0.00% | +46 | New |
| Iron Horse Wealth Management, LLC | 45 | $11.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $11.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 44 | $11.4K | 0.00% | −24−35.3% | Reduced |
| Saudi Central Bank | 44 | $11.4K | 0.06% | +44 | New |
| Orion Capital Management LLC | 40 | $10.4K | 0.00% | +20+100.0% | Added |
| Kestra Investment Management, LLC | 39 | $10.1K | 0.00% | −15−27.8% | Reduced |
| Paladin Advisory Group, LLC | 37 | $9.56K | 0.01% | −37−50.0% | Reduced |
| Bogart Wealth, LLC | 36 | $9.30K | 0.00% | +2+5.9% | Added |
| NewSquare Capital LLC | 36 | $9.30K | 0.00% | +9+33.3% | Added |
| Archer Investment Corp | 33 | $8.43K | 0.00% | +1+3.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $8.31K | 0.01% | −1,857−98.3% | Reduced |
| Fortitude Family Office, LLC | 31 | $8.01K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 31 | $8.01K | 0.01% | +5+19.2% | Added |
| Ogorek Anthony Joseph | 32 | $8.00K | 0.00% | +32 | New |
| Financial Management Professionals, Inc. | 30 | $7.75K | 0.00% | −9−23.1% | Reduced |
| Gen-Wealth Partners Inc | 30 | $7.75K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 30 | $7.75K | 0.01% | +30 | New |
| Compass Financial Services Inc | 30 | $7.69K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 38 | $7.49K | 0.00% | +17+81.0% | Added |
| Dunhill Financial, LLC | 29 | $7.40K | 0.00% | −2−6.5% | Reduced |
| Millstone Evans Group, LLC | 28 | $7.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $6.46K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 23 | $5.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22 | $5.68K | 0.00% | 00.0% | Unchanged |