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。
2024 年第 1 季 13F 持有人
Rockwell Automation, Inc 在 2024/3/31 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
- 1,202
- 較 2023 年第 4 季 −4 家
- 持有股數
- 9,123 萬
- 較 2023 年第 4 季 +387.7 萬 (+4.4%)
- 總市值
- $265.3 億
- 較 2023 年第 4 季 −$5.58 億 (−2.1%)
- 新進機構
- 118
- 另有 436 家加碼
- 清倉機構
- 122
- 另有 418 家減碼
另有 17 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Navalign, LLC | 1,683 | $49.0 萬 | 0.16% | +7+0.4% | 加碼 |
| Quantinno Capital Management LP | 1,684 | $49.1 萬 | 0.01% | −1,469−46.6% | 減碼 |
| Hunter Associates Investment Management LLC | 1,680 | $49.1 萬 | 0.08% | −15−0.9% | 減碼 |
| InTrack Investment Management Inc | 1,690 | $49.2 萬 | 0.37% | −162−8.7% | 減碼 |
| Fragasso Group Inc. | 1,699 | $49.5 萬 | 0.04% | +3+0.2% | 加碼 |
| Trust Co of Vermont | 1,700 | $49.5 萬 | 0.03% | +3+0.2% | 加碼 |
| MCF Advisors LLC | 1,711 | $49.9 萬 | 0.04% | +18+1.1% | 加碼 |
| West Wealth Group, LLC | 1,728 | $50.3 萬 | 0.19% | +8+0.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,758 | $51.2 萬 | 0.02% | +305+21.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,769 | $51.5 萬 | 0.02% | +1,769 | 新進 |
| Twin Capital Management Inc | 1,773 | $51.7 萬 | 0.06% | −1,900−51.7% | 減碼 |
| Chatham Capital Group, Inc. | 1,794 | $52.3 萬 | 0.10% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,801 | $52.5 萬 | 0.04% | −63−3.4% | 減碼 |
| Transcend Wealth Collective, LLC | 1,801 | $52.5 萬 | 0.04% | +45+2.6% | 加碼 |
| Hancock Whitney Corp | 1,805 | $52.6 萬 | 0.02% | +44+2.5% | 加碼 |
| Forte Capital LLC | 1,806 | $52.6 萬 | 0.07% | +1,806 | 新進 |
| Donoghue Forlines LLC | 1,810 | $52.7 萬 | 0.15% | +1,810 | 新進 |
| Clifford Swan Investment Counsel LLC | 1,811 | $52.8 萬 | 0.02% | 00.0% | 不變 |
| Brookstone Capital Management | 1,815 | $52.9 萬 | 0.01% | +742+69.2% | 加碼 |
| Johnson Investment Counsel Inc | 1,833 | $53.4 萬 | 0.01% | +2+0.1% | 加碼 |
| NewEdge Wealth, LLC | 1,985 | $53.6 萬 | 0.01% | −216−9.8% | 減碼 |
| S.E.E.D. Planning Group LLC | 1,847 | $53.8 萬 | 0.20% | +353+23.6% | 加碼 |
| Investment Management Corp of Ontario | 1,854 | $54.0 萬 | 0.02% | −800−30.1% | 減碼 |
| Profund Advisors LLC | 1,878 | $54.7 萬 | 0.02% | +349+22.8% | 加碼 |
| Pine Haven Investment Counsel, Inc | 1,883 | $54.9 萬 | 0.48% | 00.0% | 不變 |
| Clarity Capital Partners LLC | 1,902 | $55.4 萬 | 0.36% | +735+63.0% | 加碼 |
| Taylor Financial Group, Inc. | 1,903 | $55.4 萬 | 0.42% | −20−1.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 1,910 | $55.6 萬 | 0.06% | 00.0% | 不變 |
| TownSquare Capital, LLC | 1,920 | $55.9 萬 | 0.01% | +988+106.0% | 加碼 |
| Nemes Rush Group LLC | 1,920 | $55.9 萬 | 0.08% | −3,490−64.5% | 減碼 |
| Vestcor Inc | 1,934 | $56.3 萬 | 0.02% | −470−19.6% | 減碼 |
| XML Financial, LLC | 1,940 | $56.5 萬 | 0.06% | +65+3.5% | 加碼 |
| Capital Investment Advisors, LLC | 1,964 | $57.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Frazier Financial Advisors, LLC | 1,965 | $57.2 萬 | 0.47% | −35−1.8% | 減碼 |
| Whittier Trust Co | 1,966 | $57.3 萬 | 0.01% | +82+4.4% | 加碼 |
| Ellenbecker Investment Group | 1,988 | $57.9 萬 | 0.12% | −36−1.8% | 減碼 |
| Strategic Planning Group, LLC | 1,989 | $57.9 萬 | 0.14% | +207+11.6% | 加碼 |
| Chemung Canal Trust Co | 2,000 | $58.3 萬 | 0.11% | −12,871−86.6% | 減碼 |
| Bessemer Group Inc | 2,003 | $58.4 萬 | 0.00% | +21+1.1% | 加碼 |
| Duality Advisers, LP | 2,019 | $58.8 萬 | 0.06% | +2,019 | 新進 |
| RSM US Wealth Management LLC | 2,045 | $59.6 萬 | 0.02% | +82+4.2% | 加碼 |
| Montag A & Associates Inc | 2,052 | $59.8 萬 | 0.03% | +555+37.1% | 加碼 |
| MTM Investment Management, LLC | 2,056 | $59.9 萬 | 0.25% | +13+0.6% | 加碼 |
| Quantitative Investment Management, LLC | 2,057 | $59.9 萬 | 0.04% | +2,057 | 新進 |
| Merit Financial Group, LLC | 2,186 | $59.9 萬 | 0.01% | +528+31.8% | 加碼 |
| Plato Investment Management Ltd | 2,072 | $60.4 萬 | 0.06% | +2,066+34,433.3% | 加碼 |
| WJ Wealth Management, LLC | 2,080 | $60.6 萬 | 0.24% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 2,089 | $60.9 萬 | 0.03% | −7−0.3% | 減碼 |
| Drake & Associates, LLC | 2,091 | $60.9 萬 | 0.22% | +9+0.4% | 加碼 |
| Wolverine Trading, LLC | 2,093 | $61.0 萬 | 0.01% | −1,943−48.1% | 減碼 |
| Advisors Capital Management, LLC | 2,092 | $61.0 萬 | 0.01% | −54−2.5% | 減碼 |
| Grimes & Company, Inc. | 2,095 | $61.0 萬 | 0.02% | +4+0.2% | 加碼 |
| Verus Capital Partners, LLC | 2,098 | $61.1 萬 | 0.07% | −125−5.6% | 減碼 |
| Birmingham Capital Management Co Inc | 2,100 | $61.2 萬 | 0.23% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 2,106 | $61.4 萬 | 0.03% | −3−0.1% | 減碼 |
| New England Research & Management, Inc. | 2,115 | $61.6 萬 | 0.30% | +1,050+98.6% | 加碼 |
| GLOBALT Investments LLC | 2,118 | $61.7 萬 | 0.02% | −80−3.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,119 | $61.7 萬 | 0.03% | +141+7.1% | 加碼 |
| PFG Investments, LLC | 2,126 | $61.9 萬 | 0.04% | +2,126 | 新進 |
| Ci Investments Inc. | 2,127 | $62.0 萬 | 0.00% | +328+18.2% | 加碼 |
| Aptus Capital Advisors, LLC | 2,130 | $62.1 萬 | 0.01% | +718+50.8% | 加碼 |
| Meeder Advisory Services, Inc. | 2,149 | $62.6 萬 | 0.06% | +21+1.0% | 加碼 |
| Insigneo Advisory Services, LLC | 2,162 | $63.0 萬 | 0.07% | +125+6.1% | 加碼 |
| Wealthspire Advisors, LLC | 2,167 | $63.1 萬 | 0.01% | −292−11.9% | 減碼 |
| Moss Adams Wealth Advisors LLC | 2,169 | $63.2 萬 | 0.10% | +927+74.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,174 | $63.3 萬 | 0.01% | +2,174 | 新進 |
| Grey Street Capital, LLC | 2,186 | $63.7 萬 | 0.09% | +2,186 | 新進 |
| Jefferies Financial Group Inc. | 2,200 | $64.1 萬 | 0.01% | −4,050−64.8% | 減碼 |
| Leavell Investment Management, Inc. | 2,223 | $64.8 萬 | 0.04% | +728+48.7% | 加碼 |
| Kinneret Advisory, LLC | 2,231 | $65.0 萬 | 0.06% | −7−0.3% | 減碼 |
| Davis Investment Partners, LLC | 2,315 | $65.3 萬 | 0.29% | 00.0% | 不變 |
| Wahed Invest LLC | 2,247 | $65.5 萬 | 0.15% | +288+14.7% | 加碼 |
| Caxton Associates LP | 2,250 | $65.5 萬 | 0.04% | 00.0% | 不變 |
| Addison Capital Co | 2,261 | $65.9 萬 | 0.33% | +402+21.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,267 | $66.0 萬 | 0.02% | −202−8.2% | 減碼 |
| Annex Advisory Services, LLC | 2,273 | $66.2 萬 | 0.02% | +108+5.0% | 加碼 |
| Choate Investment Advisors | 2,277 | $66.3 萬 | 0.02% | +2+0.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 2,282 | $66.5 萬 | 0.17% | −1,513−39.9% | 減碼 |
| Adviser Investments LLC | 2,285 | $66.6 萬 | 0.01% | +94+4.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 2,286 | $66.6 萬 | 0.31% | +2,286 | 新進 |
| Stiles Financial Services Inc | 2,302 | $67.1 萬 | 0.27% | −132−5.4% | 減碼 |
| Coppell Advisory Solutions Corp. | 2,339 | $68.1 萬 | 0.13% | +2,339 | 新進 |
| Claret Asset Management Corp | 2,356 | $68.6 萬 | 0.12% | −48−2.0% | 減碼 |
| MainStreet Investment Advisors LLC | 2,380 | $69.3 萬 | 0.08% | −100−4.0% | 減碼 |
| Mystic Asset Management, Inc. | 2,380 | $69.3 萬 | 0.29% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 2,381 | $69.4 萬 | 0.02% | +246+11.5% | 加碼 |
| MONECO Advisors, LLC | 2,401 | $70.0 萬 | 0.11% | −31−1.3% | 減碼 |
| North Star Investment Management Corp. | 2,402 | $70.0 萬 | 0.05% | 00.0% | 不變 |
| Congress Wealth Management LLC | 2,418 | $70.5 萬 | 0.01% | −307−11.3% | 減碼 |
| First United Bank Trust | 2,452 | $71.4 萬 | 0.26% | −825−25.2% | 減碼 |
| Hoge Financial Services, LLC | 2,453 | $71.5 萬 | 0.58% | +75+3.2% | 加碼 |
| Washington Trust Co | 2,456 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,485 | $72.4 萬 | 0.02% | −204−7.6% | 減碼 |
| Virtus ETF Advisers LLC | 2,489 | $72.5 萬 | 0.39% | +297+13.5% | 加碼 |
| Empire Financial Management Company, LLC | 2,500 | $72.8 萬 | 0.24% | +2,500 | 新進 |
| Dakota Wealth Management | 2,514 | $73.2 萬 | 0.02% | −67−2.6% | 減碼 |
| Charter Trust Co | 2,524 | $73.5 萬 | 0.05% | −2,012−44.4% | 減碼 |
| Hoey Investments, Inc | 2,528 | $73.6 萬 | 0.16% | −560−18.1% | 減碼 |
| Janney Capital Management LLC | 2,531 | $73.7 萬 | 0.05% | −65−2.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 2,546 | $74.0 萬 | 0.11% | +1,353+113.4% | 加碼 |