Rockwell Automation, Inc
ROK- 交易所
- NYSE
- 產業
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
近 90 天，Rockwell Automation, Inc 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 1,545 家機構在 13F 申報持有，市值合計 $488.5 億；大師中只有馬克爾集團持有。
2023 年第 4 季 13F 持有人
Rockwell Automation, Inc 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,223
- 較 2023 年第 3 季 +100 家
- 持有股數
- 8,743 萬
- 較 2023 年第 3 季 −475.9 萬 (−5.2%)
- 總市值
- $271.1 億
- 較 2023 年第 3 季 +$7.85 億 (+3.0%)
- 新進機構
- 179
- 另有 408 家加碼
- 清倉機構
- 79
- 另有 400 家減碼
另有 17 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ROK 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,545 | $488.5 億 |
| 2026 年第 1 季 | 1,422 | $343.7 億 |
| 2025 年第 4 季 | 1,420 | $370.8 億 |
| 2025 年第 3 季 | 1,296 | $321.8 億 |
| 2025 年第 2 季 | 1,269 | $311.4 億 |
| 2025 年第 1 季 | 1,172 | $237.2 億 |
| 2024 年第 4 季 | 1,216 | $268.6 億 |
| 2024 年第 3 季 | 1,161 | $244.4 億 |
| 2024 年第 2 季 | 1,156 | $252.6 億 |
| 2024 年第 1 季 | 1,202 | $265.3 億 |
| 2023 年第 4 季 | 1,223 | $271.1 億 |
| 2023 年第 3 季 | 1,140 | $263.7 億 |
| 2023 年第 2 季 | 1,146 | $308.7 億 |
| 2023 年第 1 季 | 1,113 | $270.1 億 |
| 2022 年第 4 季 | 1,059 | $235.0 億 |
| 2022 年第 3 季 | 994 | $196.0 億 |
| 2022 年第 2 季 | 976 | $184.8 億 |
| 2022 年第 1 季 | 1,052 | $256.5 億 |
| 2021 年第 4 季 | 1,136 | $318.6 億 |
| 2021 年第 3 季 | 1,037 | $268.6 億 |
| 2021 年第 2 季 | 988 | $264.5 億 |
| 2021 年第 1 季 | 974 | $236.9 億 |
2023 年第 4 季持有機構
每家機構持有 Rockwell Automation, Inc 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 1,500 | $46.6 萬 | 0.37% | +39+2.7% | 加碼 |
| Westside Investment Management, Inc. | 1,500 | $46.6 萬 | 0.12% | 00.0% | 不變 |
| Argent Advisors, Inc. | 1,500 | $46.6 萬 | 0.20% | +600+66.7% | 加碼 |
| Cito Capital Group, LLC | 1,500 | $46.6 萬 | 0.20% | 00.0% | 不變 |
| Profund Advisors LLC | 1,529 | $47.5 萬 | 0.02% | +216+16.5% | 加碼 |
| Hengehold Capital Management LLC | 1,536 | $47.7 萬 | 0.06% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 1,556 | $48.3 萬 | 0.05% | −913−37.0% | 減碼 |
| Checchi Capital Advisers, LLC | 1,556 | $48.3 萬 | 0.04% | +16+1.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 1,585 | $48.4 萬 | 0.06% | −189−10.7% | 減碼 |
| Rosenbaum Jay D. | 1,559 | $48.4 萬 | 1.25% | −1,711−52.3% | 減碼 |
| Horizon Investments, LLC | 1,565 | $48.6 萬 | 0.01% | +22+1.4% | 加碼 |
| Raymond James Trust N.A. | 1,572 | $48.8 萬 | 0.01% | −53−3.3% | 減碼 |
| Madden Securities Corp | 1,590 | $49.4 萬 | 0.26% | −20−1.2% | 減碼 |
| ProVise Management Group, LLC | 1,600 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $49.7 萬 | 0.20% | +800+100.0% | 加碼 |
| Evercore Wealth Management, LLC | 1,607 | $49.9 萬 | 0.01% | −100−5.9% | 減碼 |
| Chilton Capital Management LLC | 1,613 | $50.1 萬 | 0.03% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,614 | $50.1 萬 | 0.11% | +17+1.1% | 加碼 |
| First Citizens Bank & Trust Co | 1,618 | $50.2 萬 | 0.01% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 1,619 | $50.3 萬 | 0.28% | +393+32.1% | 加碼 |
| Capital City Trust Co | 1,625 | $50.5 萬 | 0.15% | −8−0.5% | 減碼 |
| Inceptionr LLC | 1,625 | $50.5 萬 | 0.36% | +1,625 | 新進 |
| DCM Advisors, LLC | 1,633 | $50.7 萬 | 0.18% | −24−1.4% | 減碼 |
| Avitas Wealth Management LLC | 1,636 | $50.8 萬 | 0.08% | −6−0.4% | 減碼 |
| Sicart Associates LLC | 1,650 | $51.2 萬 | 0.20% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,658 | $51.5 萬 | 0.02% | +7+0.4% | 加碼 |
| Leonteq Securities AG | 1,658 | $51.5 萬 | 0.07% | +8+0.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,666 | $51.7 萬 | 0.04% | −112−6.3% | 減碼 |
| Old National Bancorp | 1,672 | $51.9 萬 | 0.01% | −525−23.9% | 減碼 |
| Chelsea Counsel Co | 1,672 | $51.9 萬 | 0.28% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,673 | $52.0 萬 | 0.04% | +100+6.4% | 加碼 |
| Telemus Capital, LLC | 1,674 | $52.0 萬 | 0.04% | −79−4.5% | 減碼 |
| Navalign, LLC | 1,676 | $52.0 萬 | 0.18% | +7+0.4% | 加碼 |
| Eisler Capital (UK) Ltd. | 1,676 | $52.0 萬 | 0.05% | +1,676 | 新進 |
| MCF Advisors LLC | 1,693 | $52.6 萬 | 0.04% | +847+100.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 1,694 | $52.6 萬 | 0.08% | +15+0.9% | 加碼 |
| Hunter Associates Investment Management LLC | 1,695 | $52.6 萬 | 0.10% | 00.0% | 不變 |
| Fragasso Group Inc. | 1,696 | $52.6 萬 | 0.05% | −2−0.1% | 減碼 |
| Trust Co of Vermont | 1,697 | $52.7 萬 | 0.04% | 00.0% | 不變 |
| Eagle Wealth Strategies LLC | 1,707 | $53.0 萬 | 0.32% | +1,707 | 新進 |
| Balentine LLC | 1,716 | $53.3 萬 | 0.02% | +205+13.6% | 加碼 |
| West Wealth Group, LLC | 1,720 | $53.4 萬 | 0.21% | +1+0.1% | 加碼 |
| 1st Source Bank | 1,725 | $53.6 萬 | 0.03% | −1,875−52.1% | 減碼 |
| Transcend Wealth Collective, LLC | 1,756 | $54.5 萬 | 0.05% | −148−7.8% | 減碼 |
| Hancock Whitney Corp | 1,761 | $54.7 萬 | 0.02% | +31+1.8% | 加碼 |
| Sigma Planning Corp | 1,771 | $55.0 萬 | 0.04% | −2,904−62.1% | 減碼 |
| Hilltop Holdings Inc. | 1,777 | $55.2 萬 | 0.06% | −44−2.4% | 減碼 |
| Strategic Planning Group, LLC | 1,782 | $55.3 萬 | 0.18% | +1,782 | 新進 |
| Chatham Capital Group, Inc. | 1,794 | $55.7 萬 | 0.11% | 00.0% | 不變 |
| Ci Investments Inc. | 1,799 | $55.9 萬 | 0.00% | +177+10.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,811 | $56.2 萬 | 0.02% | −1−0.1% | 減碼 |
| Formidable Asset Management, LLC | 1,812 | $56.3 萬 | 0.12% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 1,831 | $56.8 萬 | 0.01% | +2+0.1% | 加碼 |
| InTrack Investment Management Inc | 1,852 | $57.5 萬 | 0.43% | +1,852 | 新進 |
| Addison Capital Co | 1,859 | $57.7 萬 | 0.36% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,864 | $57.9 萬 | 0.05% | +134+7.7% | 加碼 |
| XML Financial, LLC | 1,875 | $58.2 萬 | 0.06% | +326+21.0% | 加碼 |
| Park Avenue Securities LLC | 1,881 | $58.4 萬 | 0.01% | +155+9.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 1,883 | $58.5 萬 | 0.55% | 00.0% | 不變 |
| Whittier Trust Co | 1,884 | $58.5 萬 | 0.01% | +86+4.8% | 加碼 |
| Meridian Wealth Management, LLC | 1,885 | $58.5 萬 | 0.04% | −1,819−49.1% | 減碼 |
| Marex Group plc | 1,899 | $59.0 萬 | 0.02% | +1,899 | 新進 |
| Marble Harbor Investment Counsel, LLC | 1,910 | $59.3 萬 | 0.07% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 1,915 | $59.5 萬 | 0.02% | +35+1.9% | 加碼 |
| Taylor Financial Group, Inc. | 1,923 | $59.7 萬 | 0.49% | +1,923 | 新進 |
| Trueblood Wealth Management, LLC | 1,946 | $60.4 萬 | 0.38% | +1,946 | 新進 |
| Wahed Invest LLC | 1,959 | $60.8 萬 | 0.17% | +151+8.4% | 加碼 |
| RSM US Wealth Management LLC | 1,963 | $60.9 萬 | 0.02% | +571+41.0% | 加碼 |
| Capital Investment Advisors, LLC | 1,963 | $60.9 萬 | 0.02% | +8+0.4% | 加碼 |
| Bessemer Group Inc | 1,982 | $61.4 萬 | 0.00% | −181−8.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,978 | $61.4 萬 | 0.04% | −1,028−34.2% | 減碼 |
| Frazier Financial Advisors, LLC | 2,000 | $62.1 萬 | 0.54% | +2,000 | 新進 |
| Mutual Advisors, LLC | 2,021 | $62.7 萬 | 0.02% | +48+2.4% | 加碼 |
| Ellenbecker Investment Group | 2,024 | $62.8 萬 | 0.15% | +6+0.3% | 加碼 |
| Insigneo Advisory Services, LLC | 2,037 | $63.2 萬 | 0.09% | +160+8.5% | 加碼 |
| MTM Investment Management, LLC | 2,043 | $63.4 萬 | 0.29% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 2,051 | $63.7 萬 | 0.01% | +574+38.9% | 加碼 |
| HBK Sorce Advisory LLC | 2,069 | $64.2 萬 | 0.02% | +4+0.2% | 加碼 |
| Allworth Financial LP | 2,079 | $64.5 萬 | 0.00% | −8−0.4% | 減碼 |
| WJ Wealth Management, LLC | 2,080 | $64.6 萬 | 0.28% | 00.0% | 不變 |
| Drake & Associates, LLC | 2,082 | $64.6 萬 | 0.26% | +9+0.4% | 加碼 |
| V-Square Quantitative Management LLC | 2,090 | $64.9 萬 | 0.15% | +511+32.4% | 加碼 |
| Grimes & Company, Inc. | 2,091 | $64.9 萬 | 0.02% | −22−1.0% | 減碼 |
| Moors & Cabot, Inc. | 2,096 | $65.1 萬 | 0.04% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 2,100 | $65.2 萬 | 0.26% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 2,109 | $65.5 萬 | 0.03% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,128 | $66.1 萬 | 0.08% | −72−3.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,135 | $66.3 萬 | 0.02% | +968+82.9% | 加碼 |
| Intellectus Partners, LLC | 2,140 | $66.4 萬 | 0.19% | +2,140 | 新進 |
| Advisors Capital Management, LLC | 2,146 | $66.6 萬 | 0.01% | −595−21.7% | 減碼 |
| Annex Advisory Services, LLC | 2,165 | $67.2 萬 | 0.03% | −774−26.3% | 減碼 |
| Corton Capital Inc. | 2,183 | $67.8 萬 | 0.22% | +877+67.2% | 加碼 |
| Adviser Investments LLC | 2,191 | $68.0 萬 | 0.01% | +2,191 | 新進 |
| Virtus ETF Advisers LLC | 2,192 | $68.1 萬 | 0.43% | −23−1.0% | 減碼 |
| GLOBALT Investments LLC | 2,198 | $68.2 萬 | 0.03% | +2,198 | 新進 |
| NewEdge Wealth, LLC | 2,201 | $68.3 萬 | 0.02% | −345−13.6% | 減碼 |
| Verus Capital Partners, LLC | 2,223 | $69.0 萬 | 0.08% | −44−1.9% | 減碼 |
| Kinneret Advisory, LLC | 2,238 | $69.5 萬 | 0.08% | −15−0.7% | 減碼 |
| Caxton Associates LP | 2,250 | $69.9 萬 | 0.04% | −1,028−31.4% | 減碼 |
| National Asset Management, Inc. | 2,268 | $70.4 萬 | 0.02% | −12,327−84.5% | 減碼 |