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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
Delta Asset Management LLC165$44.0K0.00%––
Harvest Fund Management Co., Ltd167$44.0K0.00%––
RMR Wealth Builders170$45.0K0.01%––
Total Clarity Wealth Management, Inc.171$45.0K0.03%––
Anchor Investment Management, LLC170$45.1K0.01%––
Howe & Rusling Inc180$48.0K0.01%––
Motco182$49.0K0.00%––
Johnson Financial Group, Inc.184$49.0K0.00%––
Sowell Financial Services LLC186$50.0K0.00%––
Graves-Light Private Wealth Management, Inc.187$50.0K0.01%––
IAG Wealth Partners, LLC186$50.0K0.02%––
Glassman Wealth Services193$51.0K0.01%––
Solstein Capital, LLC193$51.0K0.07%––
Concord Wealth Partners195$52.0K0.02%––
Asset Dedication, LLC200$53.0K0.01%––
Independence Bank of Kentucky200$53.0K0.03%––
State of Wyoming200$53.0K0.09%––
Proequities, Inc.212$56.0K0.00%––
Plante Moran Financial Advisors, LLC210$56.0K0.02%––
Zions Bancorporation, N.A.210$56.0K0.01%––
GVO Asset Management Ltd236$63.0K0.06%––
Wolff Wiese Magana LLC242$64.0K0.05%––
Healthcare of Ontario Pension Plan Trust Fund243$65.0K0.00%––
Lowe Wealth Advisors, LLC248$66.0K0.03%––
Clearstead Advisors, LLC255$68.0K0.01%––
Versant Capital Management, Inc264$70.0K0.03%––
KB Financial Partners, LLC267$71.0K0.03%––
Valeo Financial Advisors, LLC270$72.0K0.00%––
Penserra Capital Management LLC289$76.0K0.00%––
Harding Loevner LP293$78.0K0.00%––
MCF Advisors LLC297$79.0K0.01%––
Valley National Advisers Inc303$80.0K0.02%––
Sterling Investment Advisors, Ltd.300$80.0K0.03%––
CVA Family Office, LLC300$80.0K0.03%––
TCI Wealth Advisors, Inc.308$82.0K0.04%––
Enterprise Financial Services Corp320$85.0K0.02%––
Northern Oak Wealth Management Inc320$85.0K0.01%––
Berman Capital Advisors, LLC351$93.0K0.02%––
TFC Financial Management362$96.0K0.04%––
Brown Brothers Harriman & Co372$99.0K0.00%––
Neo Ivy Capital Management396$105.0K0.12%––
Dividend Assets Capital, LLC415$110.0K0.02%––
Tobam413$110.0K0.00%––
Hoese & Co LLP416$110.0K0.14%––
Quadrant Capital Group LLC426$113.0K0.02%––
Private Ocean, LLC430$114.0K0.02%––
Centaurus Financial, Inc.435$115.0K0.01%––
C M Bidwell & Associates Ltd449$119.0K0.09%––
Edge Wealth Management LLC450$119.0K0.03%––
Hoover Financial Advisors, Inc.448$120.0K0.02%––
Van Eck Associates Corp462$123.0K0.00%––
AlphaMark Advisors, LLC480$127.0K0.05%––
Belpointe Asset Management LLC479$127.0K0.01%––
Leonteq Securities AG483$128.2K0.01%––
NuWave Investment Management, LLC503$134.0K0.17%––
Accel Wealth Management511$136.0K0.11%––
Caldwell Trust Co525$139.4K0.02%––
McClarren Financial Advisors, Inc.529$140.0K0.13%––
Paloma Partners Management Co577$153.0K0.00%––
Tradition Wealth Management, LLC582$155.0K0.03%––
Geneos Wealth Management Inc.628$166.0K0.00%––
Carroll Financial Associates, Inc.650$172.0K0.01%––
American Portfolios Advisors678$180.0K0.01%––
Sullivan, Bruyette, Speros & Blaney, LLC689$183.0K0.01%––
Professional Financial Advisors, LLC700$186.0K0.12%––
Hills Bank & Trust Co717$190.0K0.03%––
Magellan Asset Management Ltd716$190.0K0.00%––
First Command Bank724$192.0K0.04%––
First Command Financial Services, Inc.724$192.0K0.04%––
Wealthcare Advisory Partners LLC747$198.0K0.01%––
Tokio Marine Asset Management Co Ltd754$200.0K0.02%––
Central Trust Co757$201.0K0.01%––
Shelton Capital Management758$201.0K0.01%––
Natixis Investment Managers International759$201.0K0.01%––
Kingsview Wealth Management, LLC764$201.0K0.01%––
Paragon Capital Management Ltd770$204.0K0.11%––
Jacobi Capital Management LLC770$204.0K0.03%––
NBT Bank N A780$207.0K0.03%––
Smart Money Group LLC782$207.0K0.17%––
Teza Capital Management LLC783$208.0K0.04%––
O'Keefe Stevens Advisory, Inc.800$209.0K0.13%––
Capital Asset Advisory Services LLC789$210.0K0.03%––
Bel Air Investment Advisors LLC796$211.0K0.01%––
Lombard Odier Asset Management (Europe) Ltd800$212.0K0.01%––
Crescent Capital Consulting, LLC800$212.0K0.05%––
Wells Trecaso Financial Group, LLC800$212.0K0.11%––
Two Sigma Investments, LP801$213.0K0.00%––
Merriman Wealth Management, LLC802$213.0K0.02%––
Versor Investments LP804$213.0K0.01%––
Stratos Wealth Advisors, LLC809$215.0K0.02%––
Connecticut Wealth Management, LLC814$216.0K0.02%––
Fragasso Group Inc.816$217.0K0.03%––
Headinvest, LLC825$218.0K0.04%––
Toroso Investments, LLC820$218.0K0.01%––
CWS Financial Advisors, LLC820$218.0K0.09%––
Foster Group, Inc.822$218.0K0.03%––
Hanson & Doremus Investment Management825$219.0K0.05%––
Meeder Asset Management Inc842$223.0K0.01%––
Bahl & Gaynor Inc845$224.0K0.00%––
HBK Sorce Advisory LLC850$226.0K0.01%––