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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
FinTrust Capital Advisors, LLC853$226.0K0.07%––
Cornerstone Wealth Group, LLC845$226.0K0.05%––
Key Financial Inc851$226.0K0.15%––
First Mercantile Trust Co855$227.0K0.03%––
Athanor Capital, LP866$230.0K0.01%––
People's United Financial, Inc.872$231.0K0.01%––
Evermay Wealth Management LLC875$232.0K0.05%––
Pacific Financial Group Inc875$232.0K0.19%––
WealthPLAN Partners, LLC885$232.0K0.02%––
Ironwood Investment Counsel, LLC884$234.0K0.07%––
Hudock, Inc.887$235.0K0.07%––
Sadoff Investment Management LLC888$236.0K0.02%––
Professional Advisory Services Inc895$238.0K0.04%––
Schneider Downs Wealth Management Advisors, LP896$238.0K0.06%––
SeaCrest Wealth Management, LLC897$238.0K0.03%––
Bruderman Asset Management, LLC904$240.0K0.07%––
Trust Co of Vermont912$242.0K0.02%––
Safeguard Investment Advisory Group, LLC917$243.0K0.22%––
Bishop & Co Investment Management, LLC918$244.0K0.13%––
KLCM Advisors, Inc.927$246.0K0.06%––
Maple Capital Management, Inc.929$247.0K0.04%––
Cox Capital Mgt LLC934$248.0K0.17%––
Mizuho Securities Co. Ltd.940$250.0K0.05%––
Marshall & Sullivan Inc950$252.0K0.15%––
Pinnacle Wealth Management Advisory Group, LLC950$252.0K0.07%––
StrongBox Wealth, LLC949$252.0K0.16%––
Citizens & Northern Corp960$255.0K0.10%––
Cipher Capital LP961$255.0K0.03%––
Fiducient Advisors LLC960$255.0K0.08%––
Vestmark Advisory Solutions, Inc.968$257.0K0.02%––
Centric Wealth Management974$259.0K0.07%––
Nicolet Bankshares Inc979$260.0K0.07%––
Gradient Investments LLC984$261.0K0.01%––
Boston Private Wealth LLC983$261.0K0.00%––
Atticus Wealth Management, LLC985$261.0K0.12%––
S&CO Inc1,000$265.0K0.02%––
Founders Financial Securities LLC1,000$265.0K0.06%––
Ballentine Partners, LLC995$265.0K0.01%––
Ipswich Investment Management Co., Inc.1,000$265.0K0.07%––
Wellington Shields & Co., LLC1,000$265.0K0.09%––
Cottage Street Advisors LLC1,000$265.0K0.17%––
Estabrook Capital Management1,000$265.4K0.04%––
Westshore Wealth, LLC1,010$268.0K0.15%––
Capital Advisors Inc1,012$269.0K0.01%––
Quantamental Technologies LLC1,014$269.0K0.86%––
Marcum Wealth, LLC1,012$269.0K0.04%––
Montis Financial, LLC1,020$269.0K0.25%––
Kelly Financial Services LLC1,020$270.9K0.17%––
Hallmark Capital Management Inc1,025$272.0K0.02%––
FineMark National Bank & Trust1,027$273.0K0.01%––
Parsons Capital Management Inc1,039$276.0K0.02%––
WJ Wealth Management, LLC1,040$276.0K0.86%––
Lake Street Advisors Group, LLC1,048$278.0K0.02%––
Pitcairn Co1,056$280.0K0.02%––
Gofen & Glossberg LLC1,064$282.0K0.01%––
Ropes Wealth Advisors LLC1,051$282.0K0.05%––
Capital Investment Advisory Services, LLC1,067$283.0K0.04%––
Column Capital Advisors, LLC1,077$286.0K0.06%––
FourThought Financial, LLC1,078$286.0K0.04%––
Checchi Capital Advisers, LLC1,085$288.0K0.04%––
Quadrant Private Wealth Management, LLC1,089$289.0K0.13%––
Whittier Trust Co1,093$290.0K0.01%––
O'Shaughnessy Asset Management, LLC1,094$290.0K0.01%––
Pettyjohn, Wood & White, Inc1,095$291.0K0.07%––
Ellevest, Inc.1,097$291.0K0.04%––
Parallel Advisors, LLC1,096$291.0K0.01%––
Rehmann Capital Advisory Group1,097$291.2K0.03%––
Fukoku Mutual Life Insurance Co1,100$292.0K0.03%––
Argent Advisors, Inc.1,100$292.0K0.19%––
Farmers & Merchants Trust Co of Long Beach1,100$292.0K0.10%––
Cadence Bank NA1,106$294.0K0.09%––
1776 Wealth LLC1,156$294.0K0.19%––
Rockbridge Investment Management, LCC1,108$294.0K0.06%––
United Bank1,115$296.0K0.04%––
Tealwood Asset Management Inc1,120$297.0K0.12%––
Empirical Finance, LLC1,184$297.0K0.05%––
Foundry Partners, LLC1,123$298.0K0.01%––
Wilbanks Smith & Thomas Asset Management LLC1,125$299.0K0.01%––
Dynamic Advisor Solutions LLC1,145$304.0K0.03%––
Glenview Trust Co1,149$305.0K0.01%––
Chicago Trust Co NA1,160$308.0K0.11%––
J.W. Cole Advisors, Inc.1,172$311.0K0.03%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,175$312.0K0.12%––
Personal Capital Advisors Corp1,179$313.0K0.00%––
9258 Wealth Management, LLC1,180$313.0K0.09%––
AMJ Financial Wealth Management1,181$313.0K0.15%––
Brewin Dolphin Ltd1,180$313.2K0.02%––
Center for Financial Planning, Inc.1,182$314.0K0.08%––
Evergreen Capital Management LLC1,188$315.0K0.02%––
Crescent Grove Advisors, LLC1,192$316.0K0.04%––
TCF National Bank1,197$317.0K0.04%––
Traverso Chambers Private Wealth Management, LLC1,213$322.0K0.11%––
Great Lakes Advisors, LLC1,222$324.0K0.01%––
Claraphi Advisory Network, LLC1,222$324.0K0.09%––
Steinberg Asset Management LLC1,223$325.0K0.38%––
Sentry Investment Management LLC1,242$330.0K0.09%––
Lakeview Capital Partners, LLC1,248$331.0K0.14%––
Aurora Private Wealth, Inc.1,247$331.0K0.14%––
Old National Bancorp1,255$333.0K0.01%––
Bailard, Inc.1,275$338.0K0.01%––