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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 32,870 | $8.49M | 0.26% | +492+1.5% | Added |
| Banque Pictet & Cie SA | 32,709 | $8.45M | 0.09% | +467+1.4% | Added |
| M. Kraus & Co | 32,696 | $8.45M | 2.57% | −528−1.6% | Reduced |
| Arizona State Retirement System | 32,650 | $8.44M | 0.05% | −307−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31,638 | $8.17M | 0.12% | −680−2.1% | Reduced |
| Trillium Asset Management, LLC | 31,610 | $8.17M | 0.24% | −33,418−51.4% | Reduced |
| Jacobs & Co | 31,315 | $8.09M | 0.86% | +819+2.7% | Added |
| Voloridge Investment Management, LLC | 31,312 | $8.09M | 0.03% | −29,049−48.1% | Reduced |
| Portland Global Advisors LLC | 30,821 | $7.96M | 1.00% | +30.0% | Added |
| American Century Companies Inc | 30,737 | $7.94M | 0.00% | +2,775+9.9% | Added |
| State of Michigan Retirement System | 30,713 | $7.94M | 0.05% | +100+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 30,694 | $7.93M | 0.04% | −1,129−3.5% | Reduced |
| DnB Asset Management AS | 30,493 | $7.88M | 0.04% | −17,707−36.7% | Reduced |
| MetLife Investment Management | 29,821 | $7.71M | 0.04% | −555−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 29,748 | $7.69M | 1.43% | −1,933−6.1% | Reduced |
| Captrust Financial Advisors | 29,717 | $7.68M | 0.02% | +4,496+17.8% | Added |
| Kidder Stephen W | 29,371 | $7.59M | 2.37% | −214−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,367 | $7.59M | 0.01% | +1,555+5.6% | Added |
| Nisa Investment Advisors, LLC | 29,228 | $7.55M | 0.04% | +1,346+4.8% | Added |
| Rockland Trust Co | 29,161 | $7.53M | 0.38% | +1,769+6.5% | Added |
| Abn Amro Investment Solutions | 28,676 | $7.41M | 0.15% | −14,945−34.3% | Reduced |
| Van Eck Associates Corp | 28,231 | $7.29M | 0.01% | +730+2.7% | Added |
| Kovitz Investment Group Partners, LLC | 28,204 | $7.29M | 0.04% | −2,028−6.7% | Reduced |
| Ensign Peak Advisors, Inc | 27,928 | $7.22M | 0.01% | +1,129+4.2% | Added |
| Brown Advisory Inc | 27,904 | $7.21M | 0.01% | −1,626−5.5% | Reduced |
| Cetera Investment Advisers | 27,859 | $7.20M | 0.01% | −1,767−6.0% | Reduced |
| Boston Common Asset Management, LLC | 27,659 | $7.15M | 0.22% | +9,427+51.7% | Added |
| Gotham Asset Management, LLC | 27,559 | $7.12M | 0.06% | +12,948+88.6% | Added |
| Fayez Sarofim & Co | 26,838 | $6.93M | 0.02% | −30−0.1% | Reduced |
| ASR Vermogensbeheer N.V. | 26,390 | $6.82M | 0.10% | +26,390 | New |
| Fieldview Capital Management, LLC | 26,228 | $6.78M | 0.96% | +25,344+2,867.0% | Added |
| Atom Investors LP | 26,111 | $6.75M | 0.83% | +26,111 | New |
| Corebridge Financial, Inc. | 26,095 | $6.74M | 0.04% | −769−2.9% | Reduced |
| Czech National Bank | 25,971 | $6.71M | 0.06% | +1,492+6.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,858 | $6.68M | 0.04% | +1,853+7.7% | Added |
| Stephens Inc | 25,822 | $6.67M | 0.10% | +349+1.4% | Added |
| Talbot Financial, LLC | 25,715 | $6.64M | 0.83% | −627−2.4% | Reduced |
| Drystone LLC | 25,647 | $6.63M | 6.64% | +4,975+24.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,395 | $6.56M | 0.08% | +2,200+9.5% | Added |
| First Trust Advisors LP | 25,302 | $6.54M | 0.01% | +7,556+42.6% | Added |
| Westend Capital Management, LLC | 25,141 | $6.50M | 2.47% | +25,141 | New |
| Prime Capital Investment Advisors, LLC | 25,113 | $6.49M | 0.08% | +69+0.3% | Added |
| Cerity Partners LLC | 25,073 | $6.48M | 0.01% | −6,901−21.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 25,000 | $6.46M | 1.98% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 24,853 | $6.42M | 0.37% | −17−0.1% | Reduced |
| D.A. Davidson & Co. | 24,641 | $6.37M | 0.05% | +2,016+8.9% | Added |
| Retirement Systems of Alabama | 24,299 | $6.28M | 0.02% | −144−0.6% | Reduced |
| First American Trust, FSB | 24,145 | $6.24M | 0.57% | +268+1.1% | Added |
| Federated Hermes, Inc. | 23,998 | $6.20M | 0.01% | −4,168−14.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,631 | $6.15M | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,604 | $6.10M | 0.26% | +1,284+5.8% | Added |
| Forsta Ap-Fonden | 23,600 | $6.10M | 0.05% | −1,200−4.8% | Reduced |
| Walleye Capital LLC | 23,374 | $6.04M | 0.07% | +22,828+4,181.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $6.02M | 0.03% | −481−2.0% | Reduced |
| USS Investment Management Ltd | 22,812 | $5.89M | 0.04% | −5,500−19.4% | Reduced |
| Agf Management Ltd | 22,397 | $5.79M | 0.03% | −110,004−83.1% | Reduced |
| Amalgamated Bank | 22,161 | $5.73M | 0.05% | +321+1.5% | Added |
| Daiwa Securities Group Inc. | 21,911 | $5.66M | 0.02% | −1,986−8.3% | Reduced |
| MAI Capital Management | 21,878 | $5.65M | 0.04% | −130−0.6% | Reduced |
| Delaney Dennis R | 21,695 | $5.61M | 3.05% | −25−0.1% | Reduced |
| Iyo Bank, Ltd. | 21,350 | $5.52M | 1.78% | +10,340+93.9% | Added |
| Azimuth Capital Investment Management LLC | 21,328 | $5.51M | 0.22% | −497−2.3% | Reduced |
| KWMG, LLC | 21,131 | $5.46M | 0.56% | +256+1.2% | Added |
| Telos Capital Management, Inc. | 21,056 | $5.44M | 0.59% | −301−1.4% | Reduced |
| Bell Asset Management Ltd | 21,015 | $5.43M | 1.00% | −2,334−10.0% | Reduced |
| S-Bank Fund Management Ltd | 20,721 | $5.35M | 1.01% | +20,721 | New |
| Capital Fund Management S.A. | 20,550 | $5.31M | 0.07% | +3,052+17.4% | Added |
| IFM Investors Pty Ltd | 20,460 | $5.29M | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,026 | $5.18M | 0.00% | −5,540−21.7% | Reduced |
| La Banque Postale Asset Management SA | 20,038 | $5.18M | 0.08% | +192+1.0% | Added |
| ABN AMRO Bank N.V. | 20,003 | $5.15M | 0.07% | +3,457+20.9% | Added |
| Trexquant Investment LP | 19,928 | $5.15M | 0.06% | +19,928 | New |
| CIBC Asset Management Inc | 19,808 | $5.12M | 0.02% | −41−0.2% | Reduced |
| Kestra Advisory Services, LLC | 19,802 | $5.12M | 0.02% | +2,331+13.3% | Added |
| Millennium Management LLC | 19,586 | $5.06M | 0.00% | −128,305−86.8% | Reduced |
| Scotia Capital Inc. | 19,553 | $5.05M | 0.03% | −3,553−15.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 19,262 | $4.98M | 0.40% | −53−0.3% | Reduced |
| Advisors Asset Management, Inc. | 19,183 | $4.96M | 0.09% | −197−1.0% | Reduced |
| GWM Advisors LLC | 19,121 | $4.94M | 0.03% | −15,877−45.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $4.91M | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 18,709 | $4.83M | 0.06% | −282−1.5% | Reduced |
| Alerus Financial NA | 18,695 | $4.83M | 0.39% | −444−2.3% | Reduced |
| M&T Bank Corp | 18,655 | $4.82M | 0.02% | −1,414−7.0% | Reduced |
| Notis-McConarty Edward | 18,525 | $4.79M | 2.46% | +110+0.6% | Added |
| Papp L Roy & Associates | 18,451 | $4.77M | 0.58% | +445+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,226 | $4.71M | 0.05% | −10,394−36.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,166 | $4.69M | 0.38% | +18,166 | New |
| B. Metzler seel. Sohn & Co. AG | 18,029 | $4.66M | 0.05% | +2,156+13.6% | Added |
| Nicholas Company, Inc. | 17,896 | $4.62M | 0.08% | +17,896 | New |
| Xponance, Inc. | 17,547 | $4.53M | 0.04% | +142+0.8% | Added |
| ProShare Advisors LLC | 17,386 | $4.49M | 0.01% | +840+5.1% | Added |
| Verition Fund Management LLC | 17,299 | $4.47M | 0.03% | −56,816−76.7% | Reduced |
| Hall Laurie J Trustee | 17,257 | $4.46M | 1.59% | −523−2.9% | Reduced |
| Erste Asset Management GmbH | 17,099 | $4.42M | 0.06% | −2,948−14.7% | Reduced |
| Ascent Wealth Partners, LLC | 17,091 | $4.42M | 0.59% | +421+2.5% | Added |
| New York Life Investment Management LLC | 16,758 | $4.33M | 0.04% | −85−0.5% | Reduced |
| Teacher Retirement System of Texas | 16,512 | $4.27M | 0.02% | +15,449+1,453.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,305 | $4.21M | 0.04% | −326−2.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,233 | $4.19M | 1.07% | +30+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 16,124 | $4.17M | 0.00% | −598−3.6% | Reduced |