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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 2021

Institutional positions in Rockwell Automation, Inc as of Mar 31, 2021. 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
974
No complete 13F data for Q4 2020
Shares held
89.4M
No complete 13F data for Q4 2020
Total value
$23.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 974 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2021: $23.7B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ROK in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,254,324$2.99B0.08%––
BlackRock Inc.8,929,491$2.37B0.07%––
State Street Corp4,722,814$1.25B0.07%––
JPMorgan Chase & Co3,165,639$840.3M0.12%––
Alecta Pensionsforsakring, Omsesidigt2,923,265$775.8M4.01%––
UBS Group AG2,664,607$707.3M0.32%––
Bank of America Corp2,217,793$588.7M0.07%––
Geode Capital Management, LLC2,162,487$573.0M0.09%––
Bank of New York Mellon Corp1,841,987$488.9M0.10%––
Amundi Asset Management US, Inc.1,755,937$466.1M0.36%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,434,863$380.9M0.71%––
Northern Trust Corp1,400,385$371.7M0.07%––
Sumitomo Mitsui Trust Holdings, Inc.1,376,057$365.3M0.23%––
Norges Bank1,250,351$331.9M0.08%––
Price T Rowe Associates Inc1,193,018$316.7M0.03%––
Lazard Asset Management LLC1,185,208$314.6M0.38%––
Invesco Ltd.1,116,126$296.3M0.08%––
Janus Henderson Group PLC1,098,926$291.7M0.13%––
FMR LLC1,098,366$291.6M0.02%––
Alliancebernstein L.P.1,039,432$275.9M0.12%––
Goldman Sachs Group Inc970,653$257.7M0.08%––
American Century Companies Inc967,467$256.8M0.19%––
UBS Asset Management Americas Inc964,503$256.0M0.11%––
Legal & General Group Plc946,822$251.3M0.09%––
Morgan Stanley805,484$213.8M0.03%––
Nuveen Asset Management, LLC767,144$203.6M0.06%––
Dimensional Fund Advisors LP661,822$175.7M0.06%––
Impax Asset Management Group plc629,894$167.2M0.86%––
Champlain Investment Partners, LLC620,477$164.7M0.86%––
Ceredex Value Advisors LLC615,678$163.4M1.90%––
Wells Fargo & Company579,571$153.8M0.04%––
Franklin Resources Inc573,026$152.1M0.06%––
Swedbank AB542,801$144.1M0.30%––
Charles Schwab Investment Management Inc542,482$144.0M0.05%––
King Luther Capital Management Corp499,078$132.5M0.71%––
APG Asset Management N.V.548,291$123.8M0.21%––
Swiss National Bank446,746$118.6M0.08%––
Parametric Portfolio Associates LLC428,434$113.7M0.07%––
B. Metzler seel. Sohn & Co. Holding AG427,102$112.9M1.85%––
Bank of Montreal395,160$103.2M0.07%––
Westfield Capital Management Co LP329,793$87.5M0.54%––
Eagle Asset Management Inc302,516$79.7M0.35%––
Saturna Capital CORP300,000$79.6M1.78%––
Alleghany Corp299,899$79.6M2.55%––
DekaBank Deutsche Girozentrale292,652$78.0M0.26%––
Primecap Management Co290,220$77.0M0.05%––
Mirae Asset Global Investments Co., Ltd.288,151$76.5M0.27%––
Royal Bank of Canada283,759$75.3M0.02%––
Envestnet Asset Management Inc269,602$71.6M0.05%––
California Public Employees Retirement System266,849$70.8M0.05%––
Eaton Vance Management264,362$70.2M0.10%––
Deutsche Bank AG260,407$69.1M0.04%––
Blair William & Co260,122$69.0M0.26%––
Fort Pitt Capital Group, LLC258,761$68.7M3.08%––
Citigroup Inc254,853$67.6M0.06%––
First Trust Advisors LP247,551$65.7M0.08%––
Credit Suisse AG246,135$65.3M0.05%––
Ninety One UK Ltd246,080$65.3M0.19%––
Raymond James & Associates235,307$62.5M0.06%––
Baird Financial Group, Inc.232,393$61.7M0.17%––
Bank Julius Baer & Co. Ltd, Zurich225,822$59.9M0.45%––
Huntington National Bank225,392$59.8M0.72%––
Victory Capital Management Inc219,571$58.3M0.06%––
Ardevora Asset Management LLP218,166$57.9M0.86%––
California State Teachers Retirement System215,239$57.1M0.08%––
Rhumbline Advisers210,223$55.8M0.08%––
National Pension Service209,705$55.7M0.12%––
CCLA Investment Management Ltd204,081$54.2M1.08%––
Public Employees Retirement Association of Colorado202,317$53.7M0.25%––
Nordea Investment Management AB200,273$53.5M0.08%––
AQR Capital Management LLC193,755$51.4M0.08%––
Reynders McVeigh Capital Management, LLC191,020$50.7M3.38%––
Ameriprise Financial Inc185,418$49.2M0.02%––
Waters Parkerson & Co., LLC171,056$45.4M2.80%––
Candriam Luxembourg S.C.A.185,143$44.6M0.37%––
Barclays PLC163,743$43.5M0.04%––
Neuberger Berman Group LLC162,663$43.1M0.04%––
Waddell & Reed Financial Inc160,861$42.7M0.09%––
Gabelli Funds LLC160,650$42.6M0.29%––
State Board of Administration of Florida Retirement System160,163$42.5M0.08%––
Mairs & Power Inc157,632$41.8M0.44%––
Atalanta Sosnoff Capital, LLC144,588$38.4M0.95%––
Principal Financial Group Inc144,291$38.3M0.03%––
Gamco Investors, Inc. Et Al143,692$38.1M0.33%––
Markel Group Inc.SuperinvestorMarkel Group142,100$37.7M0.52%––
PGGM Investments141,899$37.7M0.16%––
Quilter Plc139,893$37.1M1.17%––
New York State Common Retirement Fund139,339$37.0M0.04%––
Stephens Investment Management Group LLC138,766$36.8M0.53%––
Fisher Asset Management, LLC136,829$36.3M0.03%––
Robeco Schweiz AG135,000$35.8M0.55%––
AustralianSuper Pty Ltd131,749$35.0M0.27%––
New York State Teachers Retirement System130,144$34.5M0.07%––
DnB Asset Management AS128,465$34.1M0.25%––
Cookson Peirce & Co Inc127,565$33.9M2.22%––
Schroder Investment Management Group127,228$33.8M0.04%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.126,572$33.6M0.22%––
Vident Investment Advisory, LLC124,385$33.0M1.11%––
HSBC Holdings PLC121,548$32.4M0.04%––
Great West Life Assurance Co122,038$32.2M0.08%––