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 |
|---|---|---|---|---|---|
| O'Keefe Stevens Advisory, Inc. | 1,610 | $416.1K | 0.14% | +10+0.6% | Added |
| HFM Investment Advisors, LLC | 1,610 | $416.0K | 0.20% | +1,610 | New |
| Smartleaf Asset Management LLC | 1,608 | $415.9K | 0.04% | +141+9.6% | Added |
| XML Financial, LLC | 1,607 | $415.2K | 0.04% | +100+6.6% | Added |
| 1st Source Bank | 1,601 | $413.7K | 0.02% | −56−3.4% | Reduced |
| Uniting Wealth Partners, LLC | 1,600 | $413.4K | 0.21% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,600 | $413.4K | 1.09% | +1,600 | New |
| Keystone Investors Pte Ltd | 1,567 | $404.9K | 0.06% | +1,567 | New |
| GLOBALT Investments LLC | 1,558 | $402.6K | 0.02% | −560−26.4% | Reduced |
| Trueblood Wealth Management, LLC | 1,518 | $392.2K | 0.18% | −119−7.3% | Reduced |
| Annex Advisory Services, LLC | 1,511 | $390.4K | 0.01% | −83−5.2% | Reduced |
| Atlantic Trust, LLC | 1,508 | $389.7K | 0.09% | −18−1.2% | Reduced |
| Cito Capital Group, LLC | 1,500 | $388.0K | 0.15% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $387.6K | 0.08% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,500 | $387.6K | 0.42% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $387.6K | 0.28% | +1,500 | New |
| Axxcess Wealth Management, LLC | 1,488 | $384.4K | 0.01% | −3,092−67.5% | Reduced |
| Checchi Capital Advisers, LLC | 1,480 | $382.4K | 0.03% | +12+0.8% | Added |
| Parallel Advisors, LLC | 1,469 | $379.7K | 0.01% | −1−0.1% | Reduced |
| Ossiam | 1,467 | $379.0K | 0.01% | −93−6.0% | Reduced |
| ISAM Funds (UK) Ltd | 1,464 | $378.3K | 0.19% | +1,464 | New |
| Harbour Investments, Inc. | 1,458 | $376.7K | 0.01% | +6+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 1,562 | $374.6K | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,448 | $374.1K | 0.03% | +1,448 | New |
| Schonfeld Strategic Advisors LLC | 1,433 | $370.3K | 0.00% | −94,109−98.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,425 | $368.2K | 0.03% | −54−3.7% | Reduced |
| Johnson Investment Counsel Inc | 1,423 | $367.7K | 0.00% | −64−4.3% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,423 | $367.7K | 0.25% | +1,423 | New |
| FourThought Financial Partners, LLC | 1,422 | $367.5K | 0.04% | −66−4.4% | Reduced |
| Patron Partners Advisors, LLC | 1,418 | $366.4K | 0.20% | −52−3.5% | Reduced |
| Nations Financial Group Inc, | 1,416 | $366.1K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,416 | $365.9K | 0.01% | +433+44.0% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $364.3K | 0.24% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,390 | $363.9K | 0.01% | −37−2.6% | Reduced |
| Costello Asset Management, INC | 1,400 | $361.7K | 0.15% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,383 | $357.9K | 0.11% | +7+0.5% | Added |
| Shell Asset Management Co | 1,383 | $357.0K | 0.02% | +99+7.7% | Added |
| Formidable Asset Management, LLC | 1,378 | $356.0K | 0.06% | −244−15.0% | Reduced |
| Middleton & Co Inc | 1,375 | $355.3K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,371 | $354.1K | 0.04% | +70+5.4% | Added |
| Patrick M Sweeney & Associates, Inc | 1,367 | $353.1K | 0.26% | +1+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,366 | $353.0K | 0.01% | −4,751−77.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,363 | $352.4K | 0.01% | −115−7.8% | Reduced |
| Evercore Wealth Management, LLC | 1,363 | $352.2K | 0.01% | −14−1.0% | Reduced |
| Hutchinson Capital Management | 1,360 | $351.4K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,351 | $349.3K | 0.05% | −18−1.3% | Reduced |
| J. Safra Sarasin Holding AG | 1,350 | $348.8K | 0.01% | +350+35.0% | Added |
| ProVise Management Group, LLC | 1,347 | $348.0K | 0.03% | −100−6.9% | Reduced |
| Rehmann Capital Advisory Group | 1,332 | $344.2K | 0.02% | +105+8.6% | Added |
| Resources Management Corp | 1,329 | $343.0K | 0.05% | −199−13.0% | Reduced |
| Hengehold Capital Management LLC | 1,325 | $342.3K | 0.03% | −15−1.1% | Reduced |
| Elios Financial Group Inc. | 1,322 | $341.7K | 0.17% | +4+0.3% | Added |
| Associated Banc-Corp | 1,314 | $339.5K | 0.01% | −40−3.0% | Reduced |
| Buckingham Strategic Partners | 1,311 | $338.9K | 0.01% | +1,311 | New |
| Fifth Third Wealth Advisors LLC | 1,309 | $338.2K | 0.02% | +80+6.5% | Added |
| Maven Securities LTD | 1,302 | $336.4K | 0.07% | +1,302 | New |
| Versor Investments LP | 1,302 | $336.4K | 0.05% | +1,302 | New |
| Inscription Capital, LLC | 1,153 | $336.0K | 0.06% | +1,153 | New |
| Cullinan Associates Inc | 1,300 | $335.9K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $335.9K | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,273 | $328.9K | 0.02% | −127−9.1% | Reduced |
| Cambiar Investors LLC | 1,273 | $328.9K | 0.01% | −400−23.9% | Reduced |
| Cahill Financial Advisors Inc | 1,263 | $326.3K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,261 | $325.8K | 0.00% | −197−13.5% | Reduced |
| Monticello Wealth Management, LLC | 1,257 | $324.8K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $323.0K | 0.12% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,244 | $321.4K | 0.01% | −522−29.6% | Reduced |
| Principal Securities, Inc. | 1,117 | $319.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,230 | $317.8K | 0.01% | −984−44.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,230 | $317.8K | 0.14% | −187−13.2% | Reduced |
| Gradient Investments LLC | 1,230 | $317.8K | 0.01% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $316.0K | 0.26% | 00.0% | Unchanged |
| Madden Securities Corp | 1,215 | $313.9K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,201 | $310.3K | 0.00% | −22−1.8% | Reduced |
| Tyche Wealth Partners LLC | 1,200 | $310.1K | 0.07% | −1−0.1% | Reduced |
| Orrstown Financial Services Inc | 1,200 | $310.1K | 0.07% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,200 | $310.1K | 0.09% | −24−2.0% | Reduced |
| Clarius Group, LLC | 1,185 | $306.2K | 0.02% | +26+2.2% | Added |
| Safeguard Investment Advisory Group, LLC | 1,182 | $305.4K | 0.08% | +1+0.1% | Added |
| Capital Advisors Inc | 1,180 | $304.9K | 0.01% | +17+1.5% | Added |
| Legacy Advisors, LLC | 1,178 | $304.4K | 0.03% | +289+32.5% | Added |
| Sicart Associates LLC | 1,175 | $303.6K | 0.10% | −75−6.0% | Reduced |
| Hardin Capital Partners, LLC | 1,170 | $302.3K | 0.19% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,170 | $302.3K | 0.03% | +1,170 | New |
| Skopos Labs, Inc. | 1,169 | $302.0K | 0.07% | −44−3.6% | Reduced |
| First Community Trust NA | 1,168 | $301.8K | 0.26% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,165 | $301.0K | 0.01% | +25+2.2% | Added |
| Change Path, LLC | 1,161 | $300.0K | 0.01% | +77+7.1% | Added |
| Aurora Private Wealth, Inc. | 1,150 | $297.0K | 0.24% | +1+0.1% | Added |
| Profund Advisors LLC | 1,146 | $296.1K | 0.01% | −52−4.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,145 | $295.8K | 0.03% | +1+0.1% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $294.0K | 0.05% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 1,134 | $293.0K | 0.01% | +1,134 | New |
| Cigna Investments Inc | 1,130 | $292.0K | 0.05% | −46−3.9% | Reduced |
| Jacobi Capital Management LLC | 1,127 | $291.3K | 0.02% | +71+6.7% | Added |
| Welch & Forbes LLC | 1,120 | $289.4K | 0.00% | +277+32.9% | Added |
| Cedar Point Capital Partners, LLC | 1,119 | $289.1K | 0.19% | +3+0.3% | Added |
| MainStreet Investment Advisors LLC | 1,119 | $289.1K | 0.04% | −277−19.8% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $289.0K | 0.13% | 00.0% | Unchanged |
| Summit X, LLC | 1,117 | $288.6K | 0.06% | −1−0.1% | Reduced |