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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
Alpha Paradigm Partners, LLC2,012$534.0K0.21%––
World Asset Management Inc2,029$536.0K0.05%––
NEXT Financial Group, Inc2,017$536.0K0.05%––
Ieq Capital, LLC2,018$536.0K0.02%––
Ellenbecker Investment Group2,032$539.0K0.19%––
Alyeska Investment Group, L.P.2,040$541.0K0.01%––
Trexquant Investment LP2,044$543.0K0.05%––
QS Investors, LLC2,047$544.0K0.01%––
Quadrature Capital Ltd2,071$550.0K0.03%––
Dearborn Partners LLC2,074$551.0K0.02%––
Birmingham Capital Management Co Inc2,100$557.0K0.21%––
Formidable Asset Management, LLC2,121$560.0K0.12%––
Avalon Investment & Advisory2,114$561.0K0.01%––
TD Private Client Wealth LLC2,120$562.7K0.03%––
Interchange Capital Partners, LLC2,104$567.0K0.31%––
ETF Managers Group, LLC2,136$572.0K0.01%––
Evoke Wealth, LLC2,155$572.0K0.03%––
Grimes & Company, Inc.2,166$575.0K0.03%––
Baldwin Investment Management, LLC2,165$575.0K0.10%––
Buckingham Strategic Wealth, LLC2,177$578.0K0.03%––
Claret Asset Management Corp2,231$592.0K0.11%––
Energy Opportunities Capital Management, LLC2,235$593.0K1.49%––
Greenleaf Trust2,244$596.0K0.01%––
Seeyond2,247$596.0K0.06%––
SFMG, LLC2,286$607.0K0.07%––
Lombard Odier Asset Management (Switzerland) SA2,296$609.0K0.04%––
Sicart Associates LLC2,350$624.0K0.17%––
Edge Capital Group, LLC2,350$624.0K0.05%––
Clifford Swan Investment Counsel LLC2,354$625.0K0.03%––
Harfst & Associates, Inc.2,363$627.0K0.19%––
Boenning & Scattergood, Inc.2,365$628.0K0.12%––
AdvisorNet Financial, Inc2,364$628.0K0.04%––
Community Bank, N.A.2,375$630.0K0.08%––
Achmea Investment Management B.V.2,383$632.0K0.02%––
Trust Co of Oklahoma2,405$638.4K0.23%––
Regions Financial Corp2,415$641.0K0.01%––
MONECO Advisors, LLC2,446$649.0K0.32%––
Marietta Investment Partners LLC2,456$652.0K0.16%––
Financial Management Network Inc2,500$653.0K0.34%––
Meiji Yasuda Life Insurance Co2,497$663.0K0.01%––
Golden State Wealth Management, LLC2,500$663.0K0.22%––
Bluestein R H & Co2,500$664.0K0.03%––
Squarepoint Ops LLC2,518$668.0K0.01%––
Rossmore Private Capital2,523$670.0K0.13%––
Janney Capital Management LLC2,531$672.0K0.04%––
Stewardship Financial Advisors, LLC2,532$672.0K0.23%––
DuPont Capital Management Corp2,537$673.0K0.02%––
Hunter Associates Investment Management LLC2,555$678.0K0.16%––
NVWM, LLC2,555$678.0K0.27%––
Mid Atlantic Financial Management Inc2,569$682.0K0.05%––
Hutchinson Capital Management2,569$682.0K0.17%––
Heritage Trust Co2,595$688.0K0.10%––
WESPAC Advisors, LLC2,607$692.0K0.52%––
Aspen Investment Management Inc2,625$697.0K0.39%––
Freestone Capital Holdings, LLC2,639$701.0K0.04%––
Amica Retiree Medical Trust2,661$706.0K0.48%––
AE Wealth Management LLC2,672$709.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S2,674$710.0K0.03%––
Massmutual Trust Co FSB2,690$714.0K0.03%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,726$724.0K0.06%––
MainStreet Investment Advisors LLC2,822$749.0K0.06%––
Cresset Asset Management, LLC2,834$752.0K0.01%––
Ossiam2,836$753.0K0.02%––
Ziegler Capital Management, LLC2,850$757.0K0.02%––
Washington Trust Co2,862$760.0K0.02%––
Occudo Quantitative Strategies LP2,864$760.0K0.17%––
L2 Asset Management, LLC2,876$763.0K0.79%––
LS Investment Advisors, LLC2,877$764.0K0.04%––
Savant Capital, LLC2,935$779.0K0.04%––
Cooper Financial Group2,976$790.0K0.18%––
RBF Capital, LLC3,000$796.0K0.05%––
Redpoint Investment Management Pty Ltd3,025$803.0K0.07%––
Bourgeon Capital Management LLC3,065$814.0K0.18%––
Acadian Asset Management LLC3,094$821.0K0.00%––
Wedbush Securities Inc3,102$823.0K0.05%––
Legacy Wealth Partners, Inc.3,116$827.0K0.48%––
First Midwest Bank Trust Division3,140$833.0K0.11%––
Murphy Capital Management Inc3,140$833.0K0.10%––
Bowen Hanes & Co Inc3,150$836.0K0.03%––
Capital City Trust Co3,150$836.0K0.27%––
Boston Trust Walden Corp3,150$836.0K0.01%––
Cypress Capital Group3,189$847.0K0.12%––
Symmetry Partners, LLC3,191$847.0K0.06%––
FORA Capital, LLC3,255$864.0K0.28%––
Private Trust Co NA3,262$865.0K0.14%––
Vestcor Inc3,267$867.0K0.03%––
Washington Trust Bank3,278$870.0K0.11%––
Ashfield Capital Partners, LLC3,276$870.0K0.07%––
JustInvest LLC3,284$872.0K0.13%––
Kentucky Retirement Systems Insurance Trust Fund3,290$873.0K0.09%––
Cubist Systematic Strategies, LLC3,288$873.0K0.01%––
Sequoia Financial Advisors, LLC3,311$879.0K0.04%––
Kinneret Advisory, LLC3,326$883.0K0.11%––
Fayez Sarofim & Co3,377$896.0K0.00%––
Telemus Capital, LLC3,352$897.0K0.06%––
Krilogy Financial LLC3,440$913.0K0.10%––
Virtu Financial LLC3,485$925.0K0.07%––
Homrich & Berg3,499$929.0K0.02%––
Royal Fund Management, LLC3,547$941.0K0.17%––
Patton Fund Management, Inc.3,630$964.0K0.51%––