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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 16,122 | $4.17M | 1.34% | +341+2.2% | Added |
| McGuire Investment Group, LLC | 15,807 | $4.08M | 0.61% | −64−0.4% | Reduced |
| Lansdowne Partners (UK) LLP | 15,727 | $4.06M | 0.58% | +9,598+156.6% | Added |
| Synovus Financial Corp | 15,628 | $4.04M | 0.05% | −452−2.8% | Reduced |
| Public Sector Pension Investment Board | 15,367 | $3.97M | 0.02% | +1,287+9.1% | Added |
| Stratos Wealth Advisors, LLC | 15,104 | $3.90M | 0.21% | −1,225−7.5% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $3.88M | 0.46% | 00.0% | Unchanged |
| AXA S.A. | 14,963 | $3.87M | 0.01% | −1,258−7.8% | Reduced |
| Whitener Capital Management, Inc. | 14,955 | $3.86M | 1.09% | +40+0.3% | Added |
| Andra AP-fonden | 14,900 | $3.85M | 0.06% | +4,900+49.0% | Added |
| London & Capital Asset Management Ltd | 14,793 | $3.82M | 0.33% | −73,847−83.3% | Reduced |
| Farmers & Merchants Investments Inc | 14,753 | $3.81M | 0.12% | −2,073−12.3% | Reduced |
| Nissay Asset Management Corp | 14,650 | $3.79M | 0.02% | −16−0.1% | Reduced |
| Night Squared LP | 14,355 | $3.71M | 2.19% | +14,355 | New |
| Yousif Capital Management, LLC | 14,290 | $3.69M | 0.04% | +37+0.3% | Added |
| Ethic Inc. | 13,943 | $3.61M | 0.07% | −31−0.2% | Reduced |
| Dempze Nancy E | 13,889 | $3.59M | 2.15% | +255+1.9% | Added |
| Bill Few Associates, Inc. | 13,775 | $3.56M | 1.27% | −88−0.6% | Reduced |
| 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 |
| JustInvest LLC | 13,647 | $3.53M | 0.05% | +501+3.8% | Added |
| CIBC World Markets Corp | 13,630 | $3.52M | 0.03% | −4,186−23.5% | Reduced |
| Silvant Capital Management LLC | 13,560 | $3.50M | 0.16% | −2,903−17.6% | Reduced |
| Colony Group, LLC | 13,348 | $3.45M | 0.01% | +1,674+14.3% | Added |
| State of Alaska, Department of Revenue | 13,240 | $3.42M | 0.04% | +365+2.8% | Added |
| Mutual of America Capital Management LLC | 13,151 | $3.40M | 0.04% | −376−2.8% | Reduced |
| Roberts Wealth Advisors, LLC | 13,121 | $3.39M | 1.05% | +141+1.1% | Added |
| Mercer Global Advisors Inc | 13,073 | $3.38M | 0.01% | −281−2.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,009 | $3.36M | 0.29% | −60−0.5% | Reduced |
| Equitable Trust Co | 12,942 | $3.34M | 0.19% | −1,958−13.1% | Reduced |
| Sanctuary Advisors, LLC | 12,803 | $3.31M | 0.02% | −129−1.0% | Reduced |
| Prudential PLC | 12,763 | $3.30M | 0.02% | +3,494+37.7% | Added |
| Fiduciary Trust Co | 12,724 | $3.29M | 0.04% | +5,131+67.6% | Added |
| Moore Capital Management, LP | 12,401 | $3.20M | 0.11% | +12,401 | New |
| Searle & Co. | 12,293 | $3.18M | 0.91% | 00.0% | Unchanged |
| Kampmann Melissa S. | 12,073 | $3.12M | 2.47% | +275+2.3% | Added |
| Lido Advisors, LLC | 12,031 | $3.11M | 0.02% | +7,166+147.3% | Added |
| Glenmede Trust Co NA | 12,029 | $3.11M | 0.02% | −67−0.6% | Reduced |
| Elefante Mark B | 11,989 | $3.10M | 2.45% | +1,650+16.0% | Added |
| Banque Transatlantique SA | 11,907 | $3.08M | 0.09% | −17,211−59.1% | Reduced |
| Leonteq Securities AG | 11,896 | $3.07M | 0.23% | +10,600+817.9% | Added |
| Weatherly Asset Management L. P. | 11,893 | $3.07M | 0.28% | −375−3.1% | Reduced |
| Bank of Nova Scotia | 11,882 | $3.07M | 0.01% | −3,207−21.3% | Reduced |
| Smithbridge Asset Management Inc | 11,809 | $3.05M | 0.57% | +11,809 | New |
| OP Asset Management Ltd | 11,686 | $3.02M | 0.05% | +11,686 | New |
| Garland Capital Management Inc | 11,665 | $3.01M | 2.82% | −950−7.5% | Reduced |
| Twinbeech Capital LP | 11,656 | $3.01M | 0.05% | +11,656 | New |
| Public Employees Retirement Association of Colorado | 11,633 | $3.01M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,595 | $3.00M | 0.00% | +1,025+9.7% | Added |
| Metis Global Partners, LLC | 11,543 | $2.98M | 0.08% | +1,444+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,531 | $2.98M | 0.01% | −712−5.8% | Reduced |
| Elo Mutual Pension Insurance Co | 11,369 | $2.94M | 0.07% | +923+8.8% | Added |
| Cresset Asset Management, LLC | 11,325 | $2.93M | 0.01% | −2,135−15.9% | Reduced |
| Gateway Investment Advisers LLC | 11,182 | $2.89M | 0.03% | −139−1.2% | Reduced |
| Vontobel Holding Ltd. | 11,151 | $2.88M | 0.01% | −7,971−41.7% | Reduced |
| Sandy Spring Bank | 11,097 | $2.87M | 0.12% | +388+3.6% | Added |
| Magnetar Financial LLC | 10,930 | $2.82M | 0.04% | +10,930 | New |
| Everence Capital Management Inc | 10,918 | $2.82M | 0.19% | 00.0% | Unchanged |
| Schroder Investment Management Group | 10,867 | $2.81M | 0.00% | −3,611−24.9% | Reduced |
| KBC Group NV | 10,528 | $2.72M | 0.01% | −12,693−54.7% | Reduced |
| Rakuten Investment Management, Inc. | 10,330 | $2.67M | 0.01% | +10,330 | New |
| Quantinno Capital Management LP | 10,144 | $2.62M | 0.02% | +5,904+139.2% | Added |
| Allianz Asset Management GmbH | 10,041 | $2.59M | 0.00% | −2,749−21.5% | Reduced |
| 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 |
| Klein Pavlis & Peasley Financial, Inc. | 9,934 | $2.57M | 1.85% | +693+7.5% | Added |
| Assenagon Asset Management S.A. | 9,890 | $2.56M | 0.00% | −27,349−73.4% | Reduced |
| Toroso Investments, LLC | 9,838 | $2.54M | 0.02% | +841+9.3% | Added |
| SilverOak Wealth Management LLC | 9,694 | $2.50M | 0.54% | −1,100−10.2% | Reduced |
| Oregon Public Employees Retirement Fund | 9,691 | $2.50M | 0.05% | +10+0.1% | Added |
| Susquehanna International Group, LLP | 9,685 | $2.50M | 0.00% | −50,526−83.9% | Reduced |
| Eukles Asset Management | 9,590 | $2.48M | 1.09% | +248+2.7% | Added |
| Private Advisor Group, LLC | 9,440 | $2.44M | 0.01% | −403−4.1% | Reduced |
| New Age Alpha Advisors, LLC | 9,425 | $2.44M | 0.11% | −2,600−21.6% | Reduced |
| Atria Wealth Solutions, Inc. | 9,346 | $2.41M | 0.03% | −345−3.6% | Reduced |
| EFG Asset Management (North America) Corp. | 9,335 | $2.41M | 0.40% | −402−4.1% | Reduced |
| Rafferty Asset Management, LLC | 9,289 | $2.40M | 0.01% | −1,979−17.6% | Reduced |
| Mizuho Securities USA LLC | 9,054 | $2.34M | 0.05% | −1,646−15.4% | Reduced |
| Westport Asset Management Inc | 9,000 | $2.33M | 1.13% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,960 | $2.32M | 0.89% | −371−4.0% | Reduced |
| Natixis | 8,891 | $2.27M | 0.01% | +7,038+379.8% | Added |
| Weil Company, Inc. | 8,780 | $2.27M | 0.68% | +1,916+27.9% | Added |
| Teachers Retirement System of the State of Kentucky | 8,729 | $2.25M | 0.02% | +209+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 8,634 | $2.23M | 0.02% | +1,849+27.3% | Added |
| Nia Impact Advisors, LLC | 8,430 | $2.18M | 0.81% | −160−1.9% | Reduced |
| CIBC World Markets Inc. | 8,268 | $2.14M | 0.00% | +95+1.2% | Added |
| VestGen Advisors, LLC | 8,203 | $2.12M | 0.10% | +8,203 | New |
| Integrated Wealth Concepts LLC | 8,114 | $2.10M | 0.02% | +2,104+35.0% | Added |
| Norinchukin Bank, The | 7,999 | $2.07M | 0.04% | +1,028+14.7% | Added |
| AQR Capital Management LLC | 8,139 | $2.06M | 0.00% | +3,513+75.9% | Added |
| Engineers Gate Manager LP | 7,870 | $2.03M | 0.03% | +7,870 | New |
| Brevan Howard Capital Management LP | 7,826 | $2.02M | 0.06% | +7,826 | New |
| Stratos Wealth Partners, LTD. | 7,791 | $2.01M | 0.03% | −395−4.8% | Reduced |
| Kentucky Retirement Systems | 7,718 | $1.99M | 0.06% | −79−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 7,711 | $1.99M | 0.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,708 | $1.99M | 0.01% | +43+0.6% | Added |
| Jones Financial Companies LLLP | 7,699 | $1.99M | 0.00% | +2,797+57.1% | Added |
| Ancora Advisors, LLC | 7,641 | $1.97M | 0.04% | −33−0.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,604 | $1.96M | 0.40% | −883−10.4% | Reduced |
| Bridgewater Associates, LP | 7,573 | $1.96M | 0.01% | +1,353+21.8% | Added |