13F

Stock

Rockwell Automation, Inc

ROK · held by 15 managers

Reported value

$141.7M

Holders

15

+4 new · −0 exited

Holders’ est. mark

$6.76M

Price effect on 6 books still in the name

Largest holder

$69.6M

DANSKE BANK A/S

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
DANSKE BANK A/S243.7K$69.6M$3.89MAdded$9.4M
BARCLAYS PLC152.4K$43.5M$2.64MCut−$18.5M
Swiss Life Asset Management Ltd43.9K$12.5M$182.5KAdded$9.72M
AEGON ASSET MANAGEMENT UK Plc40.1K$11.5MNew
Evelyn Partners Investment Management Services Ltd4.5K$1.29MHeld
Evelyn Partners Investment Management LLP2.8K$800.5KHeld
ELEVATION POINT WEALTH PARTNERS, LLC2.49K$712.8KNew
Finivi Inc.2.21K$631.3KNew
Prestige Wealth Management Group LLC1.51K$432.7K$26.2KAdded$25.7K
Leonteq Securities AG1.3K$370.4K$22.5KCut−$168.7K
ONTARIO TEACHERS PENSION PLAN BOARD868$248.1KNew
Aventura Private Wealth, LLC183$52.3KHeld
Medallion Wealth Advisors, LLC10$2.94KHeld
Clark Wealth Partners7$2KHeld
CHESAPEAKE ASSET MANAGEMENT LLC1$285$17Added$17

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.