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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 4,142 | $1.07M | 0.01% | +562+15.7% | Added |
| Banque Cantonale Vaudoise | 4,103 | $1.06M | 0.05% | +4,103 | New |
| Koshinski Asset Management, Inc. | 4,097 | $1.06M | 0.09% | +46+1.1% | Added |
| Omers Administration Corp | 4,093 | $1.06M | 0.01% | −675−14.2% | Reduced |
| Prospera Financial Services Inc | 4,066 | $1.05M | 0.02% | +39+1.0% | Added |
| RSM US Wealth Management LLC | 4,061 | $1.05M | 0.02% | −5−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 4,051 | $1.05M | 0.14% | +4,051 | New |
| Empirical Finance, LLC | 4,034 | $1.04M | 0.06% | +110+2.8% | Added |
| Connective Portfolio Management, LLC | 4,000 | $1.03M | 3.49% | +4,000 | New |
| Crossmark Global Holdings, Inc. | 3,996 | $1.03M | 0.02% | −57−1.4% | Reduced |
| Sigma Planning Corp | 3,993 | $1.03M | 0.03% | +91+2.3% | Added |
| Spirepoint Private Client, LLC | 3,941 | $1.02M | 0.13% | −10−0.3% | Reduced |
| Ci Investments Inc. | 3,921 | $1.01M | 0.00% | +478+13.9% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $1.01M | 0.27% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,894 | $1.01M | 0.03% | −149−3.7% | Reduced |
| Mirova | 3,840 | $992.2K | 0.18% | −1,200−23.8% | Reduced |
| Central Pacific Bank - Trust Division | 3,830 | $989.6K | 0.14% | −231−5.7% | Reduced |
| Diversified Trust Co | 3,810 | $984.4K | 0.02% | −641−14.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,731 | $980.8K | 0.04% | −1,456−28.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,765 | $972.8K | 0.04% | −10−0.3% | Reduced |
| Caxton Associates LLP | 3,740 | $966.3K | 0.03% | +3,740 | New |
| Coldstream Capital Management Inc | 3,738 | $966.0K | 0.02% | −145−3.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,707 | $957.8K | 0.03% | +320+9.4% | Added |
| Burney Co | 3,699 | $955.7K | 0.03% | −18−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,722 | $947.5K | 0.03% | −4,315−53.7% | Reduced |
| V-Square Quantitative Management LLC | 3,639 | $940.2K | 0.14% | +7+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,596 | $929.1K | 0.01% | +12+0.3% | Added |
| QRG Capital Management, Inc. | 3,594 | $928.7K | 0.01% | −66−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,582 | $925.5K | 0.02% | +2,107+142.8% | Added |
| Nomura Holdings Inc | 3,580 | $925.0K | 0.00% | −12,111−77.2% | Reduced |
| HighPoint Advisor Group LLC | 3,691 | $914.0K | 0.05% | −1,879−33.7% | Reduced |
| Baader Bank INC | 3,520 | $908.4K | 0.09% | −2,797−44.3% | Reduced |
| NewEdge Wealth, LLC | 3,500 | $904.3K | 0.02% | +211+6.4% | Added |
| Addison Capital Co | 3,475 | $897.9K | 0.35% | +201+6.1% | Added |
| First Commonwealth Financial Corp | 3,464 | $895.0K | 0.21% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,425 | $885.0K | 0.13% | +3,425 | New |
| Chilton Investment Co LLC | 3,421 | $883.9K | 0.02% | +2,575+304.4% | Added |
| Winton Group Ltd | 3,411 | $881.3K | 0.05% | +3,411 | New |
| Integrated Investment Consultants, LLC | 3,396 | $877.5K | 0.17% | −2−0.1% | Reduced |
| Stevens Capital Management LP | 3,390 | $876.0K | 0.22% | +3,390 | New |
| Quantum Private Wealth, LLC | 3,375 | $872.2K | 0.33% | 00.0% | Unchanged |
| Heritage Trust Co | 3,330 | $860.4K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,325 | $859.1K | 0.05% | −82−2.4% | Reduced |
| Uncommon Cents Investing LLC | 3,315 | $856.5K | 0.25% | −260−7.3% | Reduced |
| Daymark Wealth Partners, LLC | 3,295 | $851.4K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,287 | $849.3K | 0.06% | −1,624−33.1% | Reduced |
| Private Trust Co NA | 3,238 | $836.7K | 0.09% | +35+1.1% | Added |
| Assetmark, Inc | 3,196 | $825.8K | 0.00% | +149+4.9% | Added |
| Adviser Investments LLC | 3,195 | $825.5K | 0.01% | −127−3.8% | Reduced |
| National Asset Management, Inc. | 3,188 | $823.7K | 0.03% | +1,729+118.5% | Added |
| Benjamin Edwards Inc | 3,168 | $818.6K | 0.01% | −9,768−75.5% | Reduced |
| First Foundation Advisors | 3,154 | $815.0K | 0.03% | −6−0.2% | Reduced |
| Investment Management Corp of Ontario | 3,154 | $814.9K | 0.02% | +3,154 | New |
| Integrated Advisors Network LLC | 3,151 | $814.2K | 0.04% | +59+1.9% | Added |
| Heritage Wealth Partners, LLC | 3,097 | $800.2K | 1.22% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,035 | $784.2K | 0.06% | +276+10.0% | Added |
| Massmutual Trust Co FSB | 3,031 | $783.1K | 0.02% | +80+2.7% | Added |
| RBF Capital, LLC | 3,000 | $775.1K | 0.05% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,989 | $772.4K | 0.31% | +89+3.1% | Added |
| Wahed Invest LLC | 2,961 | $765.1K | 0.13% | +17+0.6% | Added |
| Clearstead Advisors, LLC | 2,955 | $763.4K | 0.01% | +510+20.9% | Added |
| Rossmore Private Capital | 2,954 | $763.3K | 0.09% | −10−0.3% | Reduced |
| CLG LLC | 2,952 | $762.7K | 0.26% | +10.0% | Added |
| Aptus Capital Advisors, LLC | 2,922 | $755.1K | 0.01% | +734+33.5% | Added |
| Fire Capital Management LLC | 2,893 | $747.5K | 0.55% | +122+4.4% | Added |
| Bessemer Group Inc | 2,884 | $745.0K | 0.00% | −2−0.1% | Reduced |
| Western Wealth Management, LLC | 2,880 | $744.0K | 0.05% | −43−1.5% | Reduced |
| Nixon Peabody Trust Co | 2,827 | $730.4K | 0.06% | −8,719−75.5% | Reduced |
| Wedmont Private Capital | 3,174 | $728.1K | 0.04% | +55+1.8% | Added |
| Monetta Financial Services Inc | 2,800 | $723.5K | 0.64% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,791 | $721.1K | 0.17% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,780 | $718.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,769 | $715.4K | 0.02% | −108−3.8% | Reduced |
| Beaton Management Co. Inc. | 2,768 | $715.0K | 0.37% | 00.0% | Unchanged |
| Mendel Money Management | 2,767 | $714.9K | 0.34% | +46+1.7% | Added |
| Sovran Advisors, LLC | 3,072 | $713.6K | 0.09% | +1,343+77.7% | Added |
| United Services Automobile Association | 2,757 | $713.0K | 0.02% | +2,757 | New |
| GAMMA Investing LLC | 2,720 | $702.8K | 0.05% | +373+15.9% | Added |
| SCS Capital Management LLC | 2,710 | $700.2K | 0.01% | +2,710 | New |
| Moss Adams Wealth Advisors LLC | 2,708 | $699.7K | 0.07% | +98+3.8% | Added |
| Congress Asset Management Co | 2,702 | $698.0K | 0.01% | +10.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $697.6K | 0.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,695 | $696.3K | 0.01% | +83+3.2% | Added |
| Wedbush Securities Inc | 2,683 | $693.0K | 0.03% | +183+7.3% | Added |
| Golden State Wealth Management, LLC | 2,596 | $670.8K | 0.10% | +96+3.8% | Added |
| Atria Investments LLC | 2,570 | $664.2K | 0.01% | +407+18.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,536 | $655.3K | 0.04% | −36−1.4% | Reduced |
| Merit Financial Group, LLC | 2,533 | $654.5K | 0.01% | −219−8.0% | Reduced |
| Janney Capital Management LLC | 2,531 | $654.0K | 0.04% | 00.0% | Unchanged |
| Finivi Inc. | 2,526 | $652.7K | 0.53% | +317+14.4% | Added |
| Strong Tower Advisory Services | 2,840 | $646.4K | 0.16% | +859+43.4% | Added |
| Kinneret Advisory, LLC | 2,493 | $644.1K | 0.06% | −8−0.3% | Reduced |
| Guggenheim Capital LLC | 2,459 | $635.4K | 0.01% | −622−20.2% | Reduced |
| Longfellow Investment Management Co LLC | 2,448 | $632.5K | 0.15% | +2,448 | New |
| TownSquare Capital, LLC | 2,428 | $627.5K | 0.01% | +489+25.2% | Added |
| MONECO Advisors, LLC | 2,417 | $624.6K | 0.06% | −186−7.1% | Reduced |
| Advisory Services Network, LLC | 2,411 | $622.8K | 0.01% | −669−21.7% | Reduced |
| North Star Investment Management Corp. | 2,397 | $619.3K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,394 | $618.5K | 0.01% | −381−13.7% | Reduced |
| Baldwin Investment Management, LLC | 2,386 | $616.5K | 0.07% | +155+6.9% | Added |