Rockwell AutomationROK

13F holders, Q4 2024 (December 31)
1,215holders +56
102new positions
104sold out
10famous investors
$285.71avg. 13F price*

At the end of Q4 2024, 1,215 institutions reported holding Rockwell Automation Inc. (ROK) in their 13F filings, up 56 from Q3 2024. 102 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock, Inc. ($2.5B) and T. Rowe Price Associates Inc. ($2.0B). 10 famous investors held it, including Tom Gayner (0.4% of Markel Group's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
Rockwell Automation Inc.
Sector
Industrials
CUSIP
773903109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions102$258.5M
Exits104$231.7M

All 13F filers, Q3 2024 → Q4 2024: 8,180,091 shares bought and 5,612,918 shares sold, net +2,567,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,215 holders

Vanguard Group Inc. 0.07% Add +0.6% 13,876,530 $4.0B
BlackRock, Inc. 0.05% Reduce -4.7% 8,629,021 $2.5B
T. Rowe Price Associates Inc. 0.23% Add +6.5% 7,115,280 $2.0B
State Street Corp. 0.05% Add +1.6% 4,724,043 $1.4B
Geode Capital Management, LLC 0.06% Add +1.9% 2,734,430 $779.4M
Lazard Asset Management LLC 1.11% Reduce -3.8% 2,453,606 $701.2M
Morgan Stanley 0.05% Add +17.2% 2,286,325 $653.4M
UBS Group AG 0.15% Add +16.8% 2,281,897 $652.1M
Amundi 0.20% Add +26.2% 2,073,594 $580.1M
Goldman Sachs Group Inc. 0.09% Add +34.8% 1,628,009 $465.3M
Charles Schwab Investment Management Inc. 0.08% Add +0.9% 1,570,036 $448.7M
Invesco Ltd. 0.08% Add +3.9% 1,417,323 $405.1M
Northern Trust Corp. 0.06% Add +14.1% 1,391,331 $397.6M
Bank of America Corp. 0.03% Reduce -7.8% 1,312,954 $375.2M
Alliancebernstein L.P. 0.12% Add +102.3% 1,287,731 $368.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +2.6% 1,158,161 $331.0M
Alecta Tjanstepension Omsesidigt 1.56% Reduce -5.6% 1,032,275 $295.2M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +2.2% 1,008,209 $288.1M
Norges Bank 0.04% Reduce -2.4% 994,355 $284.2M
Voya Investment Management LLC 0.32% Add +56.9% 935,726 $267.4M
Champlain Investment Partners, LLC 1.55% Add +1.9% 854,672 $244.3M
Dimensional Fund Advisors LP 0.06% Add +4.4% 850,726 $243.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.51% Add +4.3% 834,622 $238.5M
Bank of New York Mellon Corp 0.04% Reduce -5.0% 774,381 $221.3M
Legal & General Group Plc 0.05% Reduce -4.1% 713,282 $203.8M
Fisher Asset Management 0.08% Add +3.0% 689,929 $197.2M
Wellington Management Group LLP 0.04% Add +85513.1% 675,487 $193.0M
Harding Loevner LP 1.21% Reduce -15.8% 627,067 $179.2M
Pictet Asset Management Holding SA 0.19% Reduce -15.5% 611,398 $174.7M
Ninety One UK Ltd 0.44% Reduce -19.7% 572,925 $163.7M
Franklin Resources Inc. 0.05% Reduce -4.3% 567,447 $162.2M
Bank Julius Baer & Co. Ltd, Zurich 0.46% Add +7.1% 481,107 $148.1M
Thrivent Financial for Lutherans 0.29% Add +26.0% 514,690 $147.1M
Neuberger Berman Group LLC 0.11% Add +456.1% 488,166 $139.5M
Nordea Investment Management AB 0.14% Add +5.9% 462,537 $132.6M
Deutsche Bank AG 0.05% Add +21.1% 452,447 $129.3M
Mairs & Power Inc. 1.16% Add +1.1% 418,809 $119.7M
DekaBank Deutsche Girozentrale 0.22% No change 417,024 $119.4M
Adage Capital Partners Gp, L.L.C. 0.21% Add +289.6% 416,893 $119.1M
DAVENPORT & Co LLC 0.68% Add +27.9% 408,336 $116.7M
King Luther Capital Management Corp. 0.47% Reduce -14.4% 378,287 $108.1M
JPMorgan Chase & Co. 0.01% Reduce -41.6% 332,134 $94.9M
Quilter Plc 1.87% Add +6.3% 331,887 $94.8M
Swiss National Bank 0.06% Reduce -5.3% 320,500 $91.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +7.8% 323,410 $91.5M
Blair William & Co. 0.26% Reduce -2.9% 310,926 $88.9M
Saturna Capital Corp. 1.17% No change 301,300 $86.1M
FIL Ltd 0.07% Add +20.9% 265,307 $75.8M
Primecap Management Co. 0.06% Reduce -1.2% 257,030 $73.5M
Royal Bank of Canada 0.02% Add +26.1% 253,398 $72.4M
Wells Fargo & Company 0.02% Add +4.7% 249,119 $71.2M
Nuveen Asset Management, LLC 0.02% Reduce -19.4% 247,374 $70.7M
FMR LLC 0.00% Add +5.0% 246,724 $70.5M
Danske Bank A/S 0.21% Add +8.6% 243,705 $69.6M
UniSuper Management Pty Ltd 0.50% Reduce -2.1% 243,383 $69.6M
Westfield Capital Management Co. LP 0.28% Reduce -3.4% 221,350 $63.3M
Ceredex Value Advisors LLC 1.26% Add +46.4% 217,962 $62.3M
Huntington National Bank 0.58% Add +0.4% 215,920 $61.7M
Principal Financial Group Inc. 0.03% Add +4.3% 213,499 $61.0M
Rhumbline Advisers 0.05% Reduce -2.5% 210,854 $60.3M
Stifel Financial Corp. 0.06% Add +5.0% 206,868 $59.1M
Candriam S.C.A. 0.34% Add +23.8% 206,463 $59.0M
Reynders McVeigh Capital Management, LLC 3.03% Reduce -0.2% 201,739 $57.7M
Sterling Capital Management LLC 0.78% Add +964.4% 199,952 $57.1M
HSBC Holdings PLC 0.04% Reduce -1.5% 199,091 $56.9M
Birch Hill Investment Advisors LLC 2.63% Reduce -0.2% 197,813 $56.5M
Citadel Advisors 0.05% Reduce -60.1% 195,638 $55.9M
TimesSquare Capital Management, LLC 0.81% Add +9.4% 194,575 $55.6M
Envestnet Asset Management Inc. 0.02% Add +180.1% 191,139 $54.6M
BNP Paribas Financial Markets 0.04% Add +26.0% 188,006 $53.7M
Ameriprise Financial Inc. 0.01% Add +9.8% 184,981 $52.9M
Stephens Investment Management Group LLC 0.69% Reduce -1.4% 179,503 $51.3M
California State Teachers Retirement System 0.06% Reduce -3.5% 170,379 $48.7M
Natixis Advisors, LLC 0.09% Add +40.2% 168,133 $48.1M
Waters Parkerson & Co., LLC 2.51% Add +0.9% 166,890 $47.7M
Healthcare of Ontario Pension Plan Trust Fund 0.10% New 160,000 $45.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +2.0% 157,853 $45.1M
Citigroup Inc. 0.04% Reduce -16.7% 157,514 $45.0M
Markel Group 0.39% No change 154,900 $44.3M
Pinebridge Investments, L.P. 0.33% Add +45.5% 154,799 $44.2M
CANADA LIFE ASSURANCE Co 0.08% Add +5.0% 154,727 $44.2M
Barclays PLC 0.02% Reduce -34.1% 152,354 $43.5M
LPL Financial LLC 0.02% Add +20.0% 151,583 $43.3M
Swedbank AB 0.05% Reduce -57.1% 149,986 $42.9M
Millennium Management 0.04% Reduce -15.8% 147,891 $42.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Add +85.1% 144,915 $41.4M
Bank of Montreal 0.02% Reduce -17.9% 141,916 $40.6M
California Public Employees Retirement System 0.03% Reduce -8.1% 141,445 $40.4M
HRT Financial LP 0.21% Add +80.9% 141,412 $40.4M
National Pension Service 0.04% Reduce -54.5% 139,716 $39.9M
Agf Management Ltd. 0.19% Reduce -47.8% 132,401 $37.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 126,733 $36.2M
Corient Private Wealth LP 0.06% Reduce -10.8% 124,059 $35.5M
GAMCO Investors 0.36% Reduce -1.7% 119,495 $34.2M
Raymond James Financial Inc. 0.01% — 113,831 $32.5M
Commonwealth Equity Services, LLC 0.05% Add +0.6% 113,345 $32.4M
State Board of Administration of Florida Retirement System 0.06% Add +0.8% 110,950 $31.7M
Sei Investments Co. 0.04% Add +18.8% 110,452 $31.6M
Hemenway Trust Co LLC 2.53% Add +1.3% 109,227 $31.2M
Gabelli Funds LLC 0.23% Reduce -4.4% 106,437 $30.4M

"% of holder's portfolio" is ROK's weight in each manager's 13F, not the share of Rockwell Automation Inc. the manager owns.

Show all 1,215 holders