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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
Waters Parkerson & Co., LLC171,056$45.4M2.80%––
Ameriprise Financial Inc185,418$49.2M0.02%––
Reynders McVeigh Capital Management, LLC191,020$50.7M3.38%––
AQR Capital Management LLC193,755$51.4M0.08%––
Nordea Investment Management AB200,273$53.5M0.08%––
Public Employees Retirement Association of Colorado202,317$53.7M0.25%––
CCLA Investment Management Ltd204,081$54.2M1.08%––
National Pension Service209,705$55.7M0.12%––
Rhumbline Advisers210,223$55.8M0.08%––
California State Teachers Retirement System215,239$57.1M0.08%––
Ardevora Asset Management LLP218,166$57.9M0.86%––
Victory Capital Management Inc219,571$58.3M0.06%––
Huntington National Bank225,392$59.8M0.72%––
Bank Julius Baer & Co. Ltd, Zurich225,822$59.9M0.45%––
Baird Financial Group, Inc.232,393$61.7M0.17%––
Raymond James & Associates235,307$62.5M0.06%––
Ninety One UK Ltd246,080$65.3M0.19%––
Credit Suisse AG246,135$65.3M0.05%––
First Trust Advisors LP247,551$65.7M0.08%––
Citigroup Inc254,853$67.6M0.06%––
Fort Pitt Capital Group, LLC258,761$68.7M3.08%––
Blair William & Co260,122$69.0M0.26%––
Deutsche Bank AG260,407$69.1M0.04%––
Eaton Vance Management264,362$70.2M0.10%––
California Public Employees Retirement System266,849$70.8M0.05%––
Envestnet Asset Management Inc269,602$71.6M0.05%––
Royal Bank of Canada283,759$75.3M0.02%––
Mirae Asset Global Investments Co., Ltd.288,151$76.5M0.27%––
Primecap Management Co290,220$77.0M0.05%––
DekaBank Deutsche Girozentrale292,652$78.0M0.26%––
Alleghany Corp299,899$79.6M2.55%––
Saturna Capital CORP300,000$79.6M1.78%––
Eagle Asset Management Inc302,516$79.7M0.35%––
Westfield Capital Management Co LP329,793$87.5M0.54%––
Bank of Montreal395,160$103.2M0.07%––
B. Metzler seel. Sohn & Co. Holding AG427,102$112.9M1.85%––
Parametric Portfolio Associates LLC428,434$113.7M0.07%––
Swiss National Bank446,746$118.6M0.08%––
APG Asset Management N.V.548,291$123.8M0.21%––
King Luther Capital Management Corp499,078$132.5M0.71%––
Charles Schwab Investment Management Inc542,482$144.0M0.05%––
Swedbank AB542,801$144.1M0.30%––
Franklin Resources Inc573,026$152.1M0.06%––
Wells Fargo & Company579,571$153.8M0.04%––
Ceredex Value Advisors LLC615,678$163.4M1.90%––
Champlain Investment Partners, LLC620,477$164.7M0.86%––
Impax Asset Management Group plc629,894$167.2M0.86%––
Dimensional Fund Advisors LP661,822$175.7M0.06%––
Nuveen Asset Management, LLC767,144$203.6M0.06%––
Morgan Stanley805,484$213.8M0.03%––
Legal & General Group Plc946,822$251.3M0.09%––
UBS Asset Management Americas Inc964,503$256.0M0.11%––
American Century Companies Inc967,467$256.8M0.19%––
Goldman Sachs Group Inc970,653$257.7M0.08%––
Alliancebernstein L.P.1,039,432$275.9M0.12%––
FMR LLC1,098,366$291.6M0.02%––
Janus Henderson Group PLC1,098,926$291.7M0.13%––
Invesco Ltd.1,116,126$296.3M0.08%––
Lazard Asset Management LLC1,185,208$314.6M0.38%––
Price T Rowe Associates Inc1,193,018$316.7M0.03%––
Norges Bank1,250,351$331.9M0.08%––
Sumitomo Mitsui Trust Holdings, Inc.1,376,057$365.3M0.23%––
Northern Trust Corp1,400,385$371.7M0.07%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,434,863$380.9M0.71%––
Amundi Asset Management US, Inc.1,755,937$466.1M0.36%––
Bank of New York Mellon Corp1,841,987$488.9M0.10%––
Geode Capital Management, LLC2,162,487$573.0M0.09%––
Bank of America Corp2,217,793$588.7M0.07%––
UBS Group AG2,664,607$707.3M0.32%––
Alecta Pensionsforsakring, Omsesidigt2,923,265$775.8M4.01%––
JPMorgan Chase & Co3,165,639$840.3M0.12%––
State Street Corp4,722,814$1.25B0.07%––
BlackRock Inc.8,929,491$2.37B0.07%––
Vanguard Group Inc11,254,324$2.99B0.08%––