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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 2,384 | $616.1K | 0.38% | −900−27.4% | Reduced |
| Financial Management Network Inc | 2,699 | $614.2K | 0.14% | +3+0.1% | Added |
| Choate Investment Advisors | 2,369 | $612.1K | 0.02% | +25+1.1% | Added |
| CWM, LLC | 2,353 | $608.0K | 0.00% | +84+3.7% | Added |
| Acropolis Investment Management, LLC | 2,342 | $605.2K | 0.04% | −41−1.7% | Reduced |
| Burford Brothers, Inc. | 2,334 | $603.1K | 0.29% | +593+34.1% | Added |
| Insigneo Advisory Services, LLC | 2,328 | $601.5K | 0.06% | −66−2.8% | Reduced |
| One Capital Management, LLC | 2,315 | $598.1K | 0.02% | +2,315 | New |
| Meeder Advisory Services, Inc. | 2,313 | $597.7K | 0.04% | −137−5.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $596.9K | 0.28% | −340−12.8% | Reduced |
| Vestcor Inc | 2,304 | $595.0K | 0.02% | +373+19.3% | Added |
| Farther Finance Advisors, LLC | 2,291 | $592.8K | 0.02% | +1,262+122.6% | Added |
| Evermay Wealth Management LLC | 2,285 | $590.4K | 0.08% | −121−5.0% | Reduced |
| Mutual Advisors, LLC | 2,367 | $587.9K | 0.02% | +212+9.8% | Added |
| MCF Advisors LLC | 2,271 | $586.8K | 0.04% | −61−2.6% | Reduced |
| Mystic Asset Management, Inc. | 2,230 | $576.2K | 0.15% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,222 | $574.1K | 0.09% | +2,222 | New |
| HM Payson & Co | 2,221 | $573.9K | 0.01% | −150−6.3% | Reduced |
| Moran Wealth Management, LLC | 2,219 | $573.3K | 0.02% | −192−8.0% | Reduced |
| Hoge Financial Services, LLC | 2,202 | $569.0K | 0.40% | −13−0.6% | Reduced |
| Coppell Advisory Solutions LLC | 2,297 | $568.8K | 0.08% | +3+0.1% | Added |
| Evelyn Partners Investment Management LLP | 2,201 | $568.7K | 0.02% | −600−21.4% | Reduced |
| First Citizens Bank & Trust Co | 2,200 | $568.4K | 0.01% | +51+2.4% | Added |
| Warren Averett Asset Management, LLC | 2,177 | $562.5K | 0.01% | −221−9.2% | Reduced |
| Perbak Capital Partners LLP | 2,136 | $551.9K | 0.41% | +2,136 | New |
| Stiles Financial Services Inc | 2,134 | $551.7K | 0.21% | −118−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 2,131 | $550.6K | 0.00% | +2,131 | New |
| Drake & Associates, LLC | 2,131 | $550.5K | 0.15% | +10+0.5% | Added |
| Cascade Financial Partners, LLC | 2,120 | $547.8K | 0.07% | −560−20.9% | Reduced |
| Grimes & Company, Inc. | 2,115 | $546.5K | 0.02% | +40+1.9% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $543.0K | 0.04% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $542.6K | 0.20% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,092 | $540.5K | 0.05% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,084 | $538.4K | 0.15% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,080 | $537.4K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,073 | $535.6K | 0.01% | +142+7.4% | Added |
| Kingsview Wealth Management, LLC | 2,049 | $529.5K | 0.01% | −78−3.7% | Reduced |
| Advisors Capital Management, LLC | 2,032 | $525.0K | 0.01% | −13−0.6% | Reduced |
| LRI Investments, LLC | 2,026 | $523.6K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,022 | $522.4K | 0.01% | +792+64.4% | Added |
| Ellenbecker Investment Group | 2,012 | $519.9K | 0.09% | +22+1.1% | Added |
| MUFG Securities Americas Inc. | 2,002 | $517.3K | 0.06% | +335+20.1% | Added |
| HBK Sorce Advisory LLC | 2,001 | $516.9K | 0.02% | −10.0% | Reduced |
| Hager Investment Management Services, LLC | 1,983 | $512.4K | 0.36% | −80−3.9% | Reduced |
| PFG Investments, LLC | 1,965 | $507.6K | 0.03% | −48−2.4% | Reduced |
| Signaturefd, LLC | 1,964 | $507.6K | 0.01% | −528−21.2% | Reduced |
| MTM Investment Management, LLC | 1,958 | $506.6K | 0.20% | −85−4.2% | Reduced |
| TD Private Client Wealth LLC | 1,938 | $500.7K | 0.01% | +413+27.1% | Added |
| Siemens Fonds Invest GmbH | 1,936 | $500.2K | 0.03% | +1,936 | New |
| Argent Advisors, Inc. | 1,913 | $494.3K | 0.17% | +13+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 1,913 | $494.2K | 0.10% | +28+1.5% | Added |
| Quadrant Capital Group LLC | 1,903 | $491.7K | 0.02% | +1,135+147.8% | Added |
| Verity Asset Management, Inc. | 1,900 | $490.9K | 0.20% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 1,900 | $490.8K | 0.17% | −57−2.9% | Reduced |
| Hilltop Holdings Inc. | 1,897 | $490.0K | 0.03% | +863+83.5% | Added |
| TigerOak Management, L.L.C. | 1,894 | $489.4K | 0.19% | −37−1.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $486.5K | 0.41% | 00.0% | Unchanged |
| Whittier Trust Co | 1,876 | $484.7K | 0.01% | −20−1.1% | Reduced |
| Acadian Asset Management LLC | 1,878 | $484.0K | 0.00% | +1,315+233.6% | Added |
| Ballentine Partners, LLC | 1,873 | $483.9K | 0.01% | −34−1.8% | Reduced |
| Snowden Capital Advisors LLC | 1,870 | $483.2K | 0.02% | +78+4.4% | Added |
| Montag A & Associates Inc | 1,865 | $481.8K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,863 | $481.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,855 | $479.3K | 0.01% | −38−2.0% | Reduced |
| Stonegate Investment Group, LLC | 1,818 | $469.8K | 0.01% | +1+0.1% | Added |
| Beacon Pointe Advisors, LLC | 1,817 | $469.5K | 0.01% | −17−0.9% | Reduced |
| Ieq Capital, LLC | 1,812 | $468.2K | 0.00% | −191−9.5% | Reduced |
| Dakota Wealth Management | 1,804 | $466.1K | 0.01% | −215−10.6% | Reduced |
| Focus Financial Network, Inc. | 1,802 | $465.5K | 0.02% | −165−8.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,800 | $465.1K | 0.05% | 00.0% | Unchanged |
| Groupe la Francaise | 1,734 | $464.9K | 0.01% | −116−6.3% | Reduced |
| Davis Investment Partners, LLC | 1,985 | $463.3K | 0.21% | −200−9.2% | Reduced |
| Atomi Financial Group, Inc. | 1,788 | $462.1K | 0.02% | +416+30.3% | Added |
| Kestra Private Wealth Services, LLC | 1,776 | $458.9K | 0.01% | +524+41.9% | Added |
| Equitable Holdings, Inc. | 1,771 | $457.6K | 0.00% | −219−11.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,771 | $457.6K | 0.16% | +17+1.0% | Added |
| Sender Co & Partners, Inc. | 1,738 | $449.1K | 0.33% | +1,738 | New |
| Chatham Capital Group, Inc. | 1,734 | $448.0K | 0.07% | −60−3.3% | Reduced |
| AE Wealth Management LLC | 1,728 | $446.4K | 0.00% | +416+31.7% | Added |
| Procyon Private Wealth Partners, LLC | 1,722 | $444.9K | 0.03% | +13+0.8% | Added |
| Navalign, LLC | 1,715 | $443.2K | 0.13% | +8+0.5% | Added |
| Trust Co of Vermont | 1,711 | $442.1K | 0.02% | +10+0.6% | Added |
| Pensionmark Financial Group, LLC | 1,710 | $441.8K | 0.01% | −633−27.0% | Reduced |
| Strategies Wealth Advisors, LLC | 1,708 | $441.3K | 0.05% | +1,708 | New |
| Eagle Wealth Strategies LLC | 1,707 | $441.1K | 0.27% | 00.0% | Unchanged |
| Anb Bank | 1,695 | $438.0K | 0.20% | −50−2.9% | Reduced |
| Frazier Financial Advisors, LLC | 1,693 | $437.4K | 0.34% | −125−6.9% | Reduced |
| Moors & Cabot, Inc. | 1,693 | $437.4K | 0.02% | −172−9.2% | Reduced |
| Cottage Street Advisors LLC | 1,692 | $437.2K | 0.22% | −21−1.2% | Reduced |
| Forte Capital LLC | 1,684 | $435.1K | 0.05% | −75−4.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,680 | $434.0K | 0.07% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,671 | $431.8K | 0.09% | −73−4.2% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $429.9K | 0.12% | +1,664 | New |
| Claro Advisors LLC | 1,655 | $427.7K | 0.06% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,648 | $425.8K | 0.30% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,634 | $422.2K | 0.01% | +50+3.2% | Added |
| Transcend Wealth Collective, LLC | 1,629 | $420.9K | 0.03% | −62−3.7% | Reduced |
| Horizon Investments, LLC | 1,621 | $418.8K | 0.01% | +70+4.5% | Added |
| Watershed Private Wealth LLC | 1,619 | $418.3K | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,616 | $417.4K | 0.04% | −1,832−53.1% | Reduced |