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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 1,111 | $287.1K | 0.02% | −65−5.5% | Reduced |
| Strategic Financial Concepts, LLC | 1,111 | $287.1K | 0.05% | −37−3.2% | Reduced |
| Maple Capital Management, Inc. | 1,103 | $285.0K | 0.02% | +353+47.1% | Added |
| Fort Point Capital Partners LLC | 1,102 | $284.7K | 0.03% | −113−9.3% | Reduced |
| Confluence Wealth Services, Inc. | 1,187 | $284.7K | 0.02% | +1,187 | New |
| Ameritas Investment Partners, Inc. | 1,100 | $284.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,096 | $283.1K | 0.10% | +46+4.4% | Added |
| Bokf, NA | 1,093 | $282.4K | 0.00% | +36+3.4% | Added |
| Rebalance, LLC | 1,083 | $279.7K | 0.02% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,080 | $279.1K | 0.04% | −10−0.9% | Reduced |
| Vicus Capital | 1,068 | $276.1K | 0.03% | −68−6.0% | Reduced |
| Live Oak Private Wealth LLC | 1,068 | $275.9K | 0.04% | +18+1.7% | Added |
| Pacifica Partners Inc. | 1,149 | $274.9K | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,058 | $273.4K | 0.02% | +254+31.6% | Added |
| Plancorp, LLC | 1,054 | $272.3K | 0.01% | +5+0.5% | Added |
| Phoenix Holdings Ltd. | 1,048 | $271.5K | 0.00% | +1,048 | New |
| Grange Capital, LLC | 1,050 | $271.3K | 0.32% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,048 | $271.0K | 0.11% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,042 | $269.2K | 0.05% | +1,042 | New |
| Richards, Merrill & Peterson, Inc. | 1,038 | $268.1K | 0.14% | −113−9.8% | Reduced |
| Brookstone Capital Management | 1,032 | $266.7K | 0.00% | −42−3.9% | Reduced |
| 1776 Wealth LLC | 1,030 | $266.1K | 0.12% | −38−3.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,023 | $264.1K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,022 | $264.1K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 1,021 | $263.8K | 0.02% | −1,996−66.2% | Reduced |
| American National Bank | 1,021 | $263.8K | 0.03% | −467−31.4% | Reduced |
| BKM Wealth Management, LLC | 1,018 | $263.0K | 0.11% | +20+2.0% | Added |
| SevenBridge Financial Group, LLC | 877 | $262.9K | 0.05% | −186−17.5% | Reduced |
| Caldwell Trust Co | 1,017 | $262.8K | 0.03% | +100+10.9% | Added |
| Kooman & Associates | 1,015 | $262.3K | 0.10% | +9+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,013 | $262.1K | 0.02% | −8−0.8% | Reduced |
| Certified Advisory Corp | 1,008 | $260.4K | 0.03% | 00.0% | Unchanged |
| FMB Wealth Management | 1,005 | $259.7K | 0.14% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 1,004 | $259.4K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,000 | $258.4K | 0.05% | −26,500−96.4% | Reduced |
| Estabrook Capital Management | 1,000 | $258.4K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $258.4K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $258.4K | 0.03% | 00.0% | Unchanged |
| DMG Group, LLC | 1,000 | $258.4K | 0.21% | +224+28.9% | Added |
| South Dakota Investment Council | 1,000 | $258.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 998 | $257.9K | 0.00% | −46−4.4% | Reduced |
| Tradewinds, LLC. | 997 | $257.6K | 0.07% | −19,039−95.0% | Reduced |
| Pitcairn Co | 996 | $257.3K | 0.02% | −38−3.7% | Reduced |
| Second Line Capital, LLC | 995 | $257.1K | 0.07% | 00.0% | Unchanged |
| Jain Global LLC | 992 | $256.3K | 0.01% | −16,099−94.2% | Reduced |
| Eastern Bank | 990 | $255.8K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 989 | $255.5K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,120 | $255.4K | 0.18% | +38+3.5% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $253.7K | 0.05% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 976 | $252.3K | 0.06% | +4+0.4% | Added |
| Dynamic Advisor Solutions LLC | 976 | $252.2K | 0.01% | −9−0.9% | Reduced |
| KLCM Advisors, Inc. | 966 | $249.6K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 965 | $249.3K | 0.02% | +5+0.5% | Added |
| Savvy Advisors, Inc. | 964 | $249.1K | 0.03% | +219+29.4% | Added |
| Howard Bailey Securities, LLC | 964 | $249.1K | 0.08% | +964 | New |
| Concurrent Investment Advisors, LLC | 962 | $248.5K | 0.01% | −12−1.2% | Reduced |
| Founders Financial Securities LLC | 1,003 | $247.2K | 0.02% | +3+0.3% | Added |
| KG&L Capital Management,LLC | 951 | $245.7K | 0.08% | −1,000−51.3% | Reduced |
| Marshall & Sullivan Inc | 950 | $245.5K | 0.12% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 949 | $245.2K | 0.02% | −181−16.0% | Reduced |
| Mather Group, LLC. | 942 | $243.5K | 0.00% | +231+32.5% | Added |
| Conning Inc. | 941 | $243.1K | 0.01% | +40+4.4% | Added |
| Colonial Trust Co | 938 | $242.4K | 0.04% | +465+98.3% | Added |
| FineMark National Bank & Trust | 930 | $240.3K | 0.01% | −290−23.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 929 | $240.0K | 0.01% | +929 | New |
| Chelsea Counsel Co | 922 | $238.2K | 0.13% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $237.2K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 917 | $237.0K | 0.00% | −60−6.1% | Reduced |
| Diligent Investors, LLC | 915 | $236.5K | 0.06% | +6+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 915 | $236.4K | 0.04% | −22−2.3% | Reduced |
| Hudock, Inc. | 912 | $235.7K | 0.04% | +2+0.2% | Added |
| Smart Money Group LLC | 905 | $233.8K | 0.08% | +5+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 903 | $233.3K | 0.17% | +903 | New |
| Apella Capital, LLC | 961 | $233.1K | 0.01% | +961 | New |
| Pine Harbor Wealth Management, LLC | 900 | $232.5K | 0.09% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 900 | $232.5K | 0.03% | +100+12.5% | Added |
| Pallas Capital Advisors LLC | 898 | $232.0K | 0.01% | +898 | New |
| Fragasso Group Inc. | 892 | $230.5K | 0.02% | +3+0.3% | Added |
| Private Management Group Inc | 891 | $230.2K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 889 | $229.7K | 0.01% | +50+6.0% | Added |
| Syon Capital LLC | 888 | $229.5K | 0.02% | −454−33.8% | Reduced |
| Fiduciary Alliance LLC | 886 | $228.9K | 0.02% | +13+1.5% | Added |
| Accredited Investors Inc. | 882 | $228.0K | 0.01% | +39+4.6% | Added |
| Simplicity Wealth,LLC | 882 | $227.9K | 0.02% | +882 | New |
| Envestnet Portfolio Solutions, Inc. | 878 | $226.9K | 0.00% | −4,839−84.6% | Reduced |
| Kickstand Ventures, LLC. | 878 | $226.9K | 0.06% | −138−13.6% | Reduced |
| Impact Capital Partners LLC | 876 | $226.4K | 0.08% | +12+1.4% | Added |
| Financial Engines Advisors L.L.C. | 876 | $226.0K | 0.00% | −100−10.2% | Reduced |
| ERn Financial, LLC | 870 | $224.7K | 0.04% | −3−0.3% | Reduced |
| Key Financial Inc | 869 | $224.5K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 868 | $224.3K | 0.02% | +108+14.2% | Added |
| First Business Financial Services, Inc. | 867 | $224.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 860 | $222.2K | 0.00% | +89+11.5% | Added |
| Congress Wealth Management LLC | 853 | $220.8K | 0.00% | +99+13.1% | Added |
| Linscomb & Williams, Inc. | 854 | $220.7K | 0.01% | −115−11.9% | Reduced |
| Signal Advisors Wealth, LLC | 852 | $220.3K | 0.02% | −94−9.9% | Reduced |
| Graypoint LLC | 852 | $220.1K | 0.01% | −68−7.4% | Reduced |
| Professional Advisory Services Inc | 850 | $220.0K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 845 | $218.5K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 841 | $217.2K | 0.02% | +38+4.7% | Added |