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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.

Institutional holdersQ1 2025: 1,172 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2025: $23.7B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2024.

Institutions holding ROK in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
United Community Bank22$5.68K0.00%+22New
Blume Capital Management, Inc.21$5.43K0.00%+21New
Boyd Watterson Asset Management LLC20$5.17K0.00%00.0%Unchanged
Private Wealth Management Group, LLC19$4.91K0.00%00.0%Unchanged
Creative Financial Designs Inc19$4.91K0.00%+9+90.0%Added
West Oak Capital, LLC18$4.70K0.00%00.0%Unchanged
Activest Wealth Management18$4.65K0.00%+17+1,700.0%Added
Moisand Fitzgerald Tamayo, LLC17$4.39K0.00%00.0%Unchanged
Global Financial Private Client, LLC17$4.39K0.00%+9+112.5%Added
Binnacle Investments Inc17$4.39K0.00%+17New
Mowery & Schoenfeld Wealth Management, LLC16$4.13K0.01%−2−11.1%Reduced
Maryland Capital Advisors Inc.16$4.13K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.16$4.13K0.00%00.0%Unchanged
Avion Wealth16$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC15$3.88K0.00%+15New
Sittner & Nelson, LLC14$3.62K0.00%00.0%Unchanged
Fairman Group, LLC12$3.43K0.00%00.0%Unchanged
Abound Wealth Management13$3.37K0.00%−4−23.5%Reduced
Ridgewood Investments LLC13$3.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$3.10K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.10K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC10$2.67K0.00%00.0%Unchanged
Hughes Financial Services, LLC10$2.59K0.00%+10New
Atala Financial Inc10$2.58K0.00%00.0%Unchanged
True Wealth Design, LLC10$2.58K0.00%+4+66.7%Added
Rossby Financial, LCC10$2.48K0.00%+10New
Salem Investment Counselors Inc9$2.33K0.00%−1−10.0%Reduced
Bernard Wealth Management Corp.9$2.33K0.00%+9New
Carolinas Wealth Consulting LLC9$2.33K0.00%−1−10.0%Reduced
Caldwell Sutter Capital, Inc.9$2.33K0.00%00.0%Unchanged
Transce3nd, LLC9$2.33K0.00%00.0%Unchanged
Cornerstone Planning Group LLC9$2.16K0.00%+5+125.0%Added
WealthTrak Capital Management LLC8$2.07K0.00%00.0%Unchanged
Hexagon Capital Partners LLC8$2.07K0.00%−4−33.3%Reduced
Core Alternative Capital8$2.07K0.00%00.0%Unchanged
Hollencrest Capital Management7$1.81K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$1.81K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$1.81K0.00%00.0%Unchanged
Promus Capital, LLC7$1.81K0.00%00.0%Unchanged
Clark Wealth Partners7$1.81K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.81K0.00%+3+75.0%Added
Dogwood Wealth Management LLC7$1.81K0.00%+7New
Plato Investment Management Ltd6$1.57K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.55K0.00%00.0%Unchanged
St Germain D J Co Inc6$1.55K0.00%−256−97.7%Reduced
Tortoise Investment Management, LLC6$1.55K0.00%00.0%Unchanged
Greenline Partners, LLC6$1.55K0.00%+6New
Cape Investment Advisory, Inc.5$1.29K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.29K0.00%00.0%Unchanged
Bare Financial Services, Inc5$1.29K0.00%+5New
NVWM, LLC4$1.03K0.00%+2+100.0%Added
CBIZ Investment Advisory Services, LLC4$1.03K0.00%+4New
Hantz Financial Services, Inc.5$1.00K0.00%+1+25.0%Added
Principia Wealth Advisory, LLC4$9700.00%+1+33.3%Added
Winnow Wealth LLC4$9110.00%+1+33.3%Added
Halbert Hargrove Global Advisors, LLC3$7760.00%+3New
Crewe Advisors LLC3$7760.00%+3New
Rialto Wealth Management, LLC3$7760.00%+3New
Rakuten Securities, Inc.3$7750.00%−1−25.0%Reduced
Hara Capital LLC3$7750.00%00.0%Unchanged
Nova Wealth Management, Inc.3$7750.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$7750.00%+3New
Aspect Partners, LLC2$5170.00%−6−75.0%Reduced
Cherry Tree Wealth Management, LLC2$5170.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$5170.00%00.0%Unchanged
PEAK6 LLC2$5070.00%+2New
Bear Mountain Capital, Inc.2$5000.00%+2New
Cedar Mountain Advisors, LLC1$2620.00%00.0%Unchanged
American Capital Advisory, LLC1$2590.00%+1New
Stonebridge Financial Group, LLC1$2580.00%−11−91.7%Reduced
Chesapeake Asset Management LLC1$2580.00%00.0%Unchanged
Raleigh Capital Management Inc.0$170.00%−30−100.0%Reduced
Proequities, Inc.0$00.00%−226−100.0%Sold out
Harding Loevner LP0$00.00%−627,067−100.0%Sold out
HRT Financial LP0$00.00%−141,412−100.0%Sold out
Shellback Capital, LP0$00.00%−105,888−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−45,008−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−36,600−100.0%Sold out
Ninety One North America, Inc.0$00.00%−34,632−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−30,000−100.0%Sold out
Boston Trust Walden Corp0$00.00%−28,111−100.0%Sold out
Paradoxiom Capital L.P.0$00.00%−25,098−100.0%Sold out
L & S Advisors Inc0$00.00%−24,727−100.0%Sold out
UBS Oconnor LLC0$00.00%−24,000−100.0%Sold out
Jump Financial, LLC0$00.00%−17,961−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−17,906−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−14,067−100.0%Sold out
Fiera Capital Corp0$00.00%−12,174−100.0%Sold out
Fred Alger Management, LLC0$00.00%−10,430−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−9,229−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−8,100−100.0%Sold out
Wolverine Trading, LLC0$00.00%−7,702−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−7,573−100.0%Sold out
Groupama Asset Managment0$00.00%−5,948−100.0%Sold out
Myriad Asset Management US LP0$00.00%−5,778−100.0%Sold out
One68 Global Capital, LLC0$00.00%−5,500−100.0%Sold out
Weiss Asset Management LP0$00.00%−5,188−100.0%Sold out
Pettee Investors, Inc.0$00.00%−4,975−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−4,686−100.0%Sold out
Walleye Trading LLC0$00.00%−4,063−100.0%Sold out