Skip to main content

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
Prestige Wealth Management Group LLC1$00.00%––
Financial Perspectives, Inc29,729$1120.01%––
FIL Ltd4$1.00K0.00%––
Thompson Siegel & Walmsley LLC4$1.00K0.00%––
MV Capital Management, Inc.5$1.00K0.00%––
Roble, Belko & Company, Inc3$1.00K0.00%––
BerganKDV Wealth Management, LLC4$1.00K0.00%––
McIlrath & Eck, LLC3$1.00K0.00%––
MPS Loria Financial Planners, LLC4$1.00K0.00%––
Global Trust Asset Management, LLC4$1.00K0.00%––
Bedel Financial Consulting, Inc.5$1.00K0.00%––
Larson Financial Group LLC5$1.00K0.00%––
Joseph P. Lucia & Associates, LLC5$1.00K0.00%––
Carolinas Wealth Consulting LLC4$1.00K0.00%––
Standard Family Office LLC5$1.00K0.00%––
Global Financial Private Client, LLC4$1.05K0.00%––
Kayne Anderson Rudnick Investment Management LLC8$2.00K0.00%––
Crewe Advisors LLC7$2.00K0.00%––
Grandview Asset Management LLC7$2.00K0.00%––
Baldwin Brothers Inc12$3.00K0.00%––
Atwood & Palmer Inc10$3.00K0.00%––
AllSquare Wealth Management LLC12$3.00K0.00%––
Fieldpoint Private Securities, LLC10$3.00K0.00%––
Arkadios Wealth Advisors15$3.00K0.00%––
Flagship Private Wealth, LLC12$3.21K0.00%––
Meridian Wealth Partners, LLC16$4.00K0.00%––
West Oak Capital, LLC18$5.00K0.00%––
Focused Wealth Management, Inc18$5.00K0.00%––
Private Capital Group, LLC19$5.00K0.00%––
SOA Wealth Advisors, LLC.19$5.00K0.00%––
Financial Management Professionals, Inc.21$6.00K0.00%––
FormulaFolio Investments, LLC22$6.00K0.00%––
Resolute Partners Group28$6.00K0.00%––
Alpha DNA Investment Management LLC23$6.00K0.01%––
Reilly Financial Advisors, LLC26$7.00K0.00%––
Sonora Investment Management, LLC27$7.00K0.00%––
Harbor Investment Advisory, LLC28$7.00K0.00%––
San Francisco Sentry Investment Group (Ca)26$7.00K0.00%––
Bellevue Asset Management, LLC25$7.00K0.00%––
Better Money Decisions, LLC28$7.00K0.01%––
Phoenix Wealth Advisors32$8.00K0.01%––
JNBA Financial Advisors34$9.00K0.00%––
Capital Advisors, Ltd. LLC34$9.00K0.00%––
Institutional & Family Asset Management, LLC35$9.00K0.00%––
Sutton Wealth Advisors Inc.34$9.03K0.00%––
Sofos Investments, Inc.34$9.06K0.19%––
Manchester Financial Inc36$10.0K0.00%––
Cribstone Capital Management, LLC38$10.0K0.01%––
CNB Bank36$10.0K0.01%––
Aspire Private Capital, LLC39$10.0K0.00%––
Human Investing LLC36$10.0K0.00%––
First Manhattan Co44$11.0K0.00%––
First Horizon Corp47$12.0K0.00%––
Earnest Partners LLC46$12.0K0.00%––
Kings Point Capital Management50$13.0K0.00%––
First Horizon Advisors, Inc.53$13.0K0.00%––
Mascoma Wealth Management LLC50$13.0K0.01%––
Eudaimonia Partners, LLC51$14.0K0.00%––
Cowa, LLC52$14.0K0.01%––
Parkside Financial Bank & Trust55$15.0K0.00%––
Patriot Financial Group Insurance Agency, LLC57$15.0K0.00%––
Savior LLC56$15.0K0.02%––
TSFG, LLC55$15.0K0.01%––
Lenox Wealth Advisors, LLC60$16.0K0.00%––
TD Ameritrade Investment Management, LLC68$17.0K0.00%––
D'Orazio & Associates, Inc.63$17.0K0.00%––
Sun Life Financial INC69$18.0K0.00%––
Sierra Capital LLC68$18.0K0.00%––
West Paces Advisors Inc.68$18.1K0.01%––
Hexagon Capital Partners LLC73$19.0K0.01%––
Tarbox Family Office, Inc.75$20.0K0.00%––
Gemmer Asset Management LLC76$20.0K0.00%––
Sugarloaf Wealth Management, LLC75$20.0K0.01%––
WealthShield Partners, LLC74$20.0K0.00%––
Essex Investment Management Co LLC80$21.0K0.00%––
Jones Financial Companies LLLP80$21.0K0.00%––
Edmond de Rothschild Holding S.A.80$21.0K0.00%––
BDO Wealth Advisors, LLC80$21.0K0.00%––
Atlas Private Wealth Advisors79$21.0K0.01%––
Your Advocates Ltd., LLP89$24.0K0.02%––
CSat Investment Advisory, L.P.99$26.0K0.02%––
Raffa Wealth Management, LLC100$26.5K0.01%––
Pin Oak Investment Advisors Inc100$27.0K0.02%––
Exchange Traded Concepts, LLC103$27.0K0.00%––
JFS Wealth Advisors, LLC100$27.0K0.01%––
Oakworth Capital, Inc.100$27.0K0.00%––
Knuff & Co LLC100$27.0K0.01%––
Capital Advisory Group Advisory Services, LLC100$27.0K0.01%––
Lumature Wealth Partners, LLC100$27.0K0.01%––
Parallax Volatility Advisers, L.P.106$28.0K0.00%––
IronBridge Private Wealth, LLC107$28.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC116$30.0K0.00%––
Whittier Trust Co of Nevada Inc119$32.0K0.00%––
Lindbrook Capital, LLC123$33.0K0.01%––
Salem Investment Counselors Inc133$35.0K0.00%––
Pinnacle Bancorp, Inc.131$35.0K0.02%––
Allred Capital Management, LLC137$36.4K0.02%––
Exane Derivatives139$36.9K0.01%––
Security National Trust Co150$40.0K0.01%––
Coastal Capital Group, Inc.153$41.0K0.01%––