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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 7,570 | $1.96M | 0.77% | +296+4.1% | Added |
| XTX Topco Ltd | 7,477 | $1.93M | 0.10% | +7,477 | New |
| Northcape Wealth Management, LLC | 7,447 | $1.92M | 0.62% | −5−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 7,315 | $1.89M | 0.02% | +838+12.9% | Added |
| Empowered Funds, LLC | 7,305 | $1.89M | 0.03% | +4,295+142.7% | Added |
| Cornerstone Advisors, LLC | 7,200 | $1.86M | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,167 | $1.85M | 0.01% | +1,667+30.3% | Added |
| BNP Paribas | 7,113 | $1.84M | 0.08% | +1,938+37.4% | Added |
| Riverbridge Partners LLC | 7,045 | $1.82M | 0.03% | +205+3.0% | Added |
| Benedict Financial Advisors Inc | 7,031 | $1.82M | 0.42% | −49−0.7% | Reduced |
| Connable Office Inc | 7,018 | $1.81M | 0.19% | −33−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,988 | $1.81M | 0.02% | +6+0.1% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $1.80M | 0.20% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,880 | $1.78M | 0.06% | −72−1.0% | Reduced |
| Vident Advisory, LLC | 6,824 | $1.76M | 0.03% | +2,340+52.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,802 | $1.76M | 0.05% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 6,735 | $1.74M | 0.05% | −100−1.5% | Reduced |
| Union Bancaire Privee, UBP SA | 6,719 | $1.72M | 0.03% | −4,972−42.5% | Reduced |
| Tiaa Trust, National Association | 6,598 | $1.70M | 0.01% | +544+9.0% | Added |
| Bayesian Capital Management, LP | 6,500 | $1.68M | 0.28% | +4,079+168.5% | Added |
| Richard C. Young & CO., LTD. | 6,491 | $1.68M | 0.18% | −117−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 6,468 | $1.67M | 0.06% | −2,513−28.0% | Reduced |
| MML Investors Services, LLC | 6,443 | $1.67M | 0.01% | +49+0.8% | Added |
| Manning & Napier Advisors LLC | 6,401 | $1.65M | 0.02% | −484−7.0% | Reduced |
| Ostrum Asset Management | 6,324 | $1.63M | 0.09% | +2,709+74.9% | Added |
| Wesbanco Bank Inc | 6,249 | $1.61M | 0.06% | +279+4.7% | Added |
| Allworth Financial LP | 6,429 | $1.60M | 0.01% | −57−0.9% | Reduced |
| WoodTrust Financial Corp | 6,175 | $1.59M | 0.22% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,114 | $1.58M | 0.00% | −3,386−35.6% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $1.58M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,018 | $1.55M | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 6,015 | $1.55M | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,961 | $1.54M | 0.54% | +85+1.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.53M | 0.08% | +4,845 | New |
| Jefferies Financial Group Inc. | 5,916 | $1.53M | 0.03% | +5,916 | New |
| Alaethes Wealth LLC | 5,821 | $1.50M | 0.55% | +262+4.7% | Added |
| Argent Trust Co | 5,808 | $1.50M | 0.06% | −4−0.1% | Reduced |
| Terra Alpha Investments LLC | 5,806 | $1.50M | 1.63% | +262+4.7% | Added |
| Virtu Financial LLC | 5,786 | $1.50M | 0.08% | +5,786 | New |
| HB Wealth Management, LLC | 5,763 | $1.49M | 0.01% | +1,335+30.1% | Added |
| IHT Wealth Management, LLC | 5,756 | $1.49M | 0.05% | +3,256+130.2% | Added |
| Allianz SE | 5,733 | $1.48M | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,727 | $1.48M | 0.04% | −169−2.9% | Reduced |
| Savant Capital, LLC | 5,703 | $1.47M | 0.01% | −928−14.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,652 | $1.46M | 0.00% | +43+0.8% | Added |
| Centaurus Financial, Inc. | 5,647 | $1.46M | 0.09% | −20−0.4% | Reduced |
| Sumitomo Life Insurance Co | 5,566 | $1.44M | 0.05% | −2,569−31.6% | Reduced |
| Kornitzer Capital Management Inc | 5,514 | $1.42M | 0.03% | −88−1.6% | Reduced |
| Park Avenue Securities LLC | 5,477 | $1.42M | 0.02% | −830−13.2% | Reduced |
| Journey Advisory Group, LLC | 5,425 | $1.40M | 0.11% | −1,000−15.6% | Reduced |
| Fifth Third Bancorp | 5,424 | $1.40M | 0.01% | +423+8.5% | Added |
| Wealthspire Advisors, LLC | 5,406 | $1.40M | 0.01% | +2,660+96.9% | Added |
| Dillon & Associates Inc | 5,392 | $1.39M | 0.21% | −2,918−35.1% | Reduced |
| Greenleaf Trust | 5,381 | $1.39M | 0.01% | −24−0.4% | Reduced |
| Generali Asset Management SPA SGR | 5,368 | $1.39M | 0.03% | +611+12.8% | Added |
| Maryland State Retirement & Pension System | 5,357 | $1.38M | 0.03% | −763−12.5% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $1.38M | 0.19% | −50−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,310 | $1.37M | 0.02% | −102−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,275 | $1.36M | 0.05% | −8−0.2% | Reduced |
| New Mexico Educational Retirement Board | 5,276 | $1.36M | 0.05% | −100−1.9% | Reduced |
| SG Americas Securities, LLC | 5,190 | $1.34M | 0.00% | +2,655+104.7% | Added |
| Davis-Rea Ltd. | 5,150 | $1.33M | 0.35% | +5,150 | New |
| VCI Wealth Management LLC | 5,118 | $1.32M | 0.55% | −959−15.8% | Reduced |
| Summit Asset Management, LLC | 5,044 | $1.30M | 0.23% | +500+11.0% | Added |
| Lighthouse Investment Partners, LLC | 5,000 | $1.29M | 0.06% | −500−9.1% | Reduced |
| Smith Group Asset Management, LLC | 5,000 | $1.29M | 0.10% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,000 | $1.29M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,976 | $1.29M | 0.03% | +1,363+37.7% | Added |
| Triangle Securities Wealth Management | 4,972 | $1.28M | 0.33% | −10−0.2% | Reduced |
| Impax Asset Management Group plc | 4,941 | $1.28M | 0.01% | +1,328+36.8% | Added |
| Cypress Advisory Group LLC | 4,936 | $1.28M | 1.16% | +258+5.5% | Added |
| Tempus Wealth Planning, LLC | 4,929 | $1.27M | 0.38% | +320+6.9% | Added |
| GAM Holding AG | 4,920 | $1.27M | 0.10% | −3,794−43.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,909 | $1.27M | 0.11% | +2,415+96.8% | Added |
| Westwood Holdings Group Inc. | 4,876 | $1.26M | 0.01% | −1,402−22.3% | Reduced |
| Pinnacle Associates Ltd | 4,876 | $1.26M | 0.02% | −67−1.4% | Reduced |
| 111 Capital | 4,871 | $1.26M | 0.24% | +4,871 | New |
| Garda Capital Partners LP | 4,844 | $1.25M | 0.70% | +4,844 | New |
| Umb Bank N A | 4,805 | $1.24M | 0.02% | −103−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,725 | $1.22M | 0.01% | +83+1.8% | Added |
| Regions Financial Corp | 4,717 | $1.22M | 0.01% | −20.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,688 | $1.21M | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,663 | $1.20M | 0.01% | −318−6.4% | Reduced |
| Leibman Financial Services, Inc. | 4,660 | $1.20M | 0.94% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,498 | $1.20M | 0.00% | −39−0.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,617 | $1.19M | 0.49% | −100−2.1% | Reduced |
| Pictet & Cie (Europe) SA | 4,533 | $1.17M | 0.03% | +338+8.1% | Added |
| Ontario Teachers Pension Plan Board | 4,531 | $1.17M | 0.02% | +3,663+422.0% | Added |
| Courier Capital LLC | 4,511 | $1.17M | 0.08% | −42−0.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 4,500 | $1.16M | 0.19% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,470 | $1.15M | 0.70% | +94+2.1% | Added |
| Ofi Invest Asset Management | 4,763 | $1.14M | 0.03% | +1,033+27.7% | Added |
| Allstate Corp | 4,394 | $1.14M | 0.03% | +973+28.4% | Added |
| J.W. Cole Advisors, Inc. | 4,382 | $1.13M | 0.04% | +2,466+128.7% | Added |
| Commerzbank Aktiengesellschaft | 4,339 | $1.12M | 0.03% | +1,426+49.0% | Added |
| Ascent Group, LLC | 4,315 | $1.11M | 0.05% | +325+8.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,306 | $1.11M | 0.01% | +45+1.1% | Added |
| Crowley Wealth Management, Inc. | 4,295 | $1.11M | 1.06% | −359−7.7% | Reduced |
| Agate Pass Investment Management, LLC | 4,280 | $1.11M | 0.47% | +1,575+58.2% | Added |
| Resources Investment Advisors, LLC. | 4,176 | $1.08M | 0.01% | +318+8.2% | Added |