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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 108,865 | $28.1M | 0.04% | +108,865 | New |
| Commonwealth Equity Services, LLC | 104,962 | $27.1M | 0.04% | −8,383−7.4% | Reduced |
| Eisler Capital Management Ltd. | 103,713 | $26.8M | 0.80% | +43,246+71.5% | Added |
| CI Private Wealth, LLC | 99,591 | $25.7M | 0.04% | −24,468−19.7% | Reduced |
| Gabelli Funds LLC | 96,287 | $24.9M | 0.19% | −10,150−9.5% | Reduced |
| Standard Life Aberdeen plc | 94,025 | $24.0M | 0.05% | +42,148+81.2% | Added |
| Storebrand Asset Management AS | 91,572 | $23.7M | 0.08% | +8,213+9.9% | Added |
| EP Wealth Advisors, LLC | 90,516 | $23.4M | 0.19% | +1,471+1.7% | Added |
| The PNC Financial Services Group, Inc. | 88,913 | $23.0M | 0.01% | −1,489−1.6% | Reduced |
| Davis R M Inc | 88,595 | $22.9M | 0.46% | +1,607+1.8% | Added |
| New York State Teachers Retirement System | 86,579 | $22.4M | 0.05% | −6,294−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 84,444 | $21.8M | 0.02% | −10,798−11.3% | Reduced |
| Ninety One UK Ltd | 82,437 | $21.3M | 0.06% | −490,488−85.6% | Reduced |
| British Columbia Investment Management Corp | 82,303 | $21.3M | 0.13% | −62,612−43.2% | Reduced |
| Aviva PLC | 78,856 | $20.4M | 0.05% | +10,493+15.3% | Added |
| US Bancorp | 76,942 | $19.9M | 0.03% | −4,214−5.2% | Reduced |
| Boston Family Office LLC | 75,495 | $19.5M | 1.38% | −2,131−2.7% | Reduced |
| New York State Common Retirement Fund | 70,691 | $18.3M | 0.03% | +862+1.2% | Added |
| Handelsbanken Fonder AB | 68,752 | $17.8M | 0.07% | −9,607−12.3% | Reduced |
| Granite Investment Partners, LLC | 67,507 | $17.4M | 0.89% | −4,819−6.7% | Reduced |
| State of Wisconsin Investment Board | 67,460 | $17.4M | 0.05% | +700+1.0% | Added |
| Squarepoint Ops LLC | 65,432 | $16.9M | 0.04% | +62,400+2,058.0% | Added |
| Exchange Traded Concepts, LLC | 65,380 | $16.9M | 0.30% | +3,224+5.2% | Added |
| Danske Bank A/S | 63,993 | $16.5M | 0.05% | −179,712−73.7% | Reduced |
| Victory Capital Management Inc | 63,339 | $16.4M | 0.02% | +14,301+29.2% | Added |
| Parnassus Investments | 62,471 | $16.1M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 62,053 | $16.0M | 0.10% | +21,343+52.4% | Added |
| Carnegie Capital Asset Management, LLC | 70,069 | $15.9M | 0.38% | −9,600−12.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 61,121 | $15.8M | 0.10% | +4,397+7.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 59,876 | $15.5M | 0.05% | +147+0.2% | Added |
| Rockefeller Capital Management L.P. | 59,067 | $15.3M | 0.04% | +4,475+8.2% | Added |
| Covea Finance | 58,823 | $15.2M | 0.70% | +24,900+73.4% | Added |
| Philadelphia Trust Co | 57,600 | $14.9M | 1.27% | −5,622−8.9% | Reduced |
| Credit Agricole S A | 56,894 | $14.7M | 0.06% | −243−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 56,573 | $14.6M | 0.04% | +583+1.0% | Added |
| Mariner, LLC | 56,298 | $14.5M | 0.02% | −2,356−4.0% | Reduced |
| APG Asset Management N.V. | 60,800 | $14.5M | 0.05% | −1,400−2.3% | Reduced |
| Somerville Kurt F | 55,398 | $14.3M | 2.49% | −1,046−1.9% | Reduced |
| Oppenheimer & Co Inc | 55,083 | $14.2M | 0.21% | −200−0.4% | Reduced |
| Royal London Asset Management Ltd | 54,911 | $14.2M | 0.03% | +6,344+13.1% | Added |
| Korea Investment CORP | 53,589 | $13.8M | 0.03% | −23,457−30.4% | Reduced |
| Macquarie Group Ltd | 53,401 | $13.8M | 0.02% | +36,757+220.8% | Added |
| Comerica Bank | 53,191 | $13.7M | 0.06% | +7,464+16.3% | Added |
| North Star Asset Management Inc | 52,987 | $13.7M | 0.62% | −1,386−2.5% | Reduced |
| Madison Asset Management, LLC | 52,514 | $13.6M | 0.15% | +4,702+9.8% | Added |
| Baker Chad R | 52,110 | $13.5M | 2.74% | +260+0.5% | Added |
| Treasurer of the State of North Carolina | 51,739 | $13.4M | 0.05% | −50.0% | Reduced |
| TD Asset Management Inc | 51,676 | $13.4M | 0.01% | +533+1.0% | Added |
| Wim Investment Management Ltd | 51,500 | $13.3M | 5.55% | +11,550+28.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 51,394 | $13.3M | 0.04% | −429,713−89.3% | Reduced |
| Baird Financial Group, Inc. | 51,053 | $13.2M | 0.03% | −684−1.3% | Reduced |
| Kames Capital plc | 50,394 | $13.0M | 0.19% | +10,281+25.6% | Added |
| GHP Investment Advisors, Inc. | 50,348 | $13.0M | 0.63% | +1,532+3.1% | Added |
| Eventide Asset Management, LLC | 50,195 | $13.0M | 0.26% | +50,195 | New |
| Swiss Life Asset Management Ltd | 49,932 | $12.9M | 0.09% | +6,053+13.8% | Added |
| Tenere Capital LLC | 49,815 | $12.9M | 3.54% | +7,415+17.5% | Added |
| Williams Jones Wealth Management, LLC. | 49,096 | $12.7M | 0.16% | −6,675−12.0% | Reduced |
| NEOS Investment Management LLC | 48,967 | $12.7M | 0.24% | +11,468+30.6% | Added |
| Robeco Institutional Asset Management B.V. | 48,647 | $12.6M | 0.02% | +10,023+26.0% | Added |
| Cabot Wealth Management Inc | 48,480 | $12.5M | 1.60% | +649+1.4% | Added |
| South State Corp. | 47,831 | $12.4M | 0.56% | +1,656+3.6% | Added |
| Peapack Gladstone Financial Corp | 47,703 | $12.3M | 0.18% | −136−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,359 | $12.2M | 0.04% | −4,053−7.9% | Reduced |
| Thematics Asset Management | 47,335 | $12.2M | 0.62% | −916−1.9% | Reduced |
| Man Group plc | 46,968 | $12.1M | 0.04% | −1,548−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 46,736 | $12.1M | 0.04% | +994+2.2% | Added |
| Rodgers Brothers Inc. | 46,426 | $12.0M | 1.60% | +133+0.3% | Added |
| Grandfield & Dodd, LLC | 45,413 | $11.7M | 0.73% | +837+1.9% | Added |
| Balyasny Asset Management LLC | 45,337 | $11.7M | 0.03% | +39,220+641.2% | Added |
| Broderick Brian C | 44,941 | $11.6M | 2.37% | −92−0.2% | Reduced |
| HighTower Advisors, LLC | 44,674 | $11.5M | 0.02% | −60,910−57.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 44,306 | $11.4M | 0.02% | +44,306 | New |
| LMCG Investments, LLC | 44,075 | $11.4M | 0.76% | −1,947−4.2% | Reduced |
| Heron Bay Capital Management | 43,215 | $11.2M | 2.35% | −534−1.2% | Reduced |
| Keybank National Association | 43,037 | $11.1M | 0.04% | −1,656−3.7% | Reduced |
| Isthmus Partners, LLC | 42,939 | $11.1M | 1.39% | +1,192+2.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,701 | $11.0M | 0.01% | +571+1.4% | Added |
| Tema ETFs LLC | 42,127 | $10.9M | 3.25% | +10,215+32.0% | Added |
| Janney Montgomery Scott LLC | 42,081 | $10.9M | 0.03% | +9,795+30.3% | Added |
| Tocqueville Asset Management L.P. | 41,870 | $10.8M | 0.18% | −31,125−42.6% | Reduced |
| Core Wealth Partners LLC | 41,796 | $10.8M | 6.28% | −249−0.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 41,402 | $10.7M | 0.08% | −3,300−7.4% | Reduced |
| AMF Pensionsforsakring AB | 40,791 | $10.5M | 0.08% | −3,726−8.4% | Reduced |
| State of Tennessee, Treasury Department | 40,760 | $10.5M | 0.04% | +9,882+32.0% | Added |
| Toronto Dominion Bank | 39,609 | $10.2M | 0.03% | −10,773−21.4% | Reduced |
| KLP Kapitalforvaltning AS | 39,370 | $10.2M | 0.05% | +800+2.1% | Added |
| Charter Trust Co | 39,260 | $10.1M | 0.67% | +6,252+18.9% | Added |
| Pathstone Holdings, LLC | 38,790 | $10.0M | 0.04% | +14,389+59.0% | Added |
| Two Sigma Investments, LP | 38,069 | $9.84M | 0.02% | −11,393−23.0% | Reduced |
| State of New Jersey Common Pension Fund D | 37,897 | $9.79M | 0.04% | −3,445−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 37,181 | $9.61M | 0.02% | +3,729+11.1% | Added |
| Resona Asset Management Co.,Ltd. | 36,769 | $9.50M | 0.05% | +1,923+5.5% | Added |
| Foresight Group Ltd Liability Partnership | 35,761 | $9.24M | 1.32% | +35,761 | New |
| Public Employees Retirement System of Ohio | 35,546 | $9.18M | 0.03% | −4,579−11.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 35,517 | $9.18M | 0.02% | +15,470+77.2% | Added |
| Nomura Asset Management Co Ltd | 34,701 | $8.97M | 0.03% | +345+1.0% | Added |
| Creative Planning | 34,395 | $8.89M | 0.01% | +2,518+7.9% | Added |
| Russell Investments Group, Ltd. | 34,097 | $8.81M | 0.01% | −893−2.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,418 | $8.63M | 0.16% | −164−0.5% | Reduced |
| Puzo Michael J | 33,393 | $8.63M | 2.47% | −176−0.5% | Reduced |