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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
Benedict Financial Advisors Inc7,038$1.87M0.54%––
Northwest Investment Counselors, LLC7,073$1.88M0.54%––
Kentucky Retirement Systems7,183$1.91M0.09%––
Louisiana State Employees Retirement System7,200$1.91M0.05%––
Pathstone Family Office, LLC7,253$1.93M0.07%––
New Mexico Educational Retirement Board7,376$1.96M0.08%––
Crossmark Global Holdings, Inc.7,425$1.97M0.05%––
CX Institutional7,501$1.99M0.18%––
Everence Capital Management Inc7,548$2.00M0.18%––
44 Wealth Management LLC7,609$2.02M0.85%––
Pacer Advisors, Inc.7,701$2.04M0.04%––
Advisory Services Network, LLC7,817$2.08M0.08%––
Raymond James Trust N.A.7,885$2.09M0.07%––
Blueshift Asset Management, LLC7,899$2.10M0.21%––
Canada Pension Plan Investment Board7,908$2.10M0.00%––
Westport Asset Management Inc8,000$2.12M0.97%––
Orser Capital Management, LLC8,045$2.13M1.42%––
Global Retirement Partners, LLC8,410$2.23M0.26%––
Distillate Capital Partners LLC8,610$2.29M0.74%––
Front Row Advisors LLC8,677$2.30M1.12%––
Pinnacle Associates Ltd8,785$2.33M0.04%––
MML Investors Services, LLC8,840$2.35M0.02%––
Maryland State Retirement & Pension System8,867$2.35M0.08%––
Hexavest Inc.8,935$2.37M0.11%––
Teachers Retirement System of the State of Kentucky8,950$2.38M0.02%––
Nomura Holdings Inc9,012$2.39M0.02%––
MUFG Americas Holdings Corp9,046$2.40M0.05%––
Private Advisor Group, LLC9,303$2.47M0.02%––
Hancock Whitney Corp9,335$2.48M0.08%––
Quantitative Investment Management, LLC9,366$2.49M0.21%––
Sumitomo Life Insurance Co9,546$2.53M0.10%––
Dempze Nancy E9,604$2.55M2.25%––
Norinchukin Bank, The9,669$2.57M0.04%––
Chesley Taft & Associates LLC9,665$2.59M0.15%––
Wesbanco Bank Inc9,935$2.64M0.10%––
Minot Wealth Management LLC9,953$2.64M0.67%––
NJ State Employees Deferred Compensation Plan10,000$2.65M0.38%––
Sompo Asset Management Co., Ltd.10,040$2.67M0.61%––
CIBC Asset Management Inc10,113$2.68M0.01%––
Securian Asset Management, Inc10,121$2.69M0.06%––
Tiaa, FSB10,380$2.75M0.01%––
USS Investment Management Ltd10,598$2.81M0.02%––
Riverbridge Partners LLC10,630$2.82M0.03%––
Eukles Asset Management10,713$2.84M1.84%––
Xponance, Inc.10,842$2.88M0.06%––
Nippon Life Global Investors Americas, Inc.10,950$2.91M0.16%––
Public Sector Pension Investment Board11,002$2.92M0.02%––
CIBC World Markets Corp11,070$2.94M0.02%––
Tower Research Capital LLC (TRC)11,330$3.01M0.05%––
Brinker Capital Investments, LLC11,385$3.02M0.05%––
Colony Group LLC11,846$3.14M0.07%––
CIBC World Markets Inc.11,909$3.16M0.01%––
Searle & Co.11,954$3.17M1.41%––
Ilmarinen Mutual Pension Insurance Co12,000$3.19M0.04%––
Garrison Asset Management, LLC12,173$3.23M2.06%––
Sit Investment Associates Inc12,250$3.25M0.09%––
GAM Holding AG12,421$3.30M0.15%––
Marketfield Asset Management LLC12,498$3.32M2.23%––
Papp L Roy & Associates12,698$3.37M0.48%––
Hartford Investment Management Co12,725$3.38M0.09%––
Nissay Asset Management Corp13,030$3.46M0.03%––
IFM Investors Pty Ltd13,101$3.48M0.09%––
Page Arthur B13,315$3.54M2.64%––
Millennium Management LLC13,385$3.55M0.00%––
Davis-Rea Ltd.13,396$3.56M1.90%––
Kestra Advisory Services, LLC13,474$3.58M0.05%––
CIBC Private Wealth Group, LLC13,643$3.62M0.01%––
KWMG, LLC13,784$3.66M0.58%––
Beese Fulmer Investment Management, Inc.13,787$3.66M0.44%––
Cohen Lawrence B14,038$3.73M2.02%––
Jefferies Group LLC14,058$3.73M0.09%––
Susquehanna International Group, LLP14,182$3.76M0.00%––
Massachusetts Financial Services Co14,359$3.81M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,527$3.86M0.05%––
Fifth Third Bancorp14,564$3.87M0.02%––
Banco de Sabadell, S.A14,471$3.88M0.40%––
Banco Bilbao Vizcaya Argentaria, S.A.14,696$3.90M0.08%––
ExodusPoint Capital Management, LP14,709$3.90M0.08%––
Gateway Investment Advisers LLC14,781$3.92M0.04%––
Parcion Private Wealth LLC14,885$3.95M0.45%––
Illinois Municipal Retirement Fund14,961$3.97M0.17%––
ProShare Advisors LLC15,081$4.00M0.01%––
Bradley Mark J.15,484$4.11M2.78%––
Amica Mutual Insurance Co15,811$4.20M0.48%––
Whitener Capital Management, Inc.15,860$4.21M1.82%––
Weatherly Asset Management L. P.16,192$4.30M0.60%––
Geneva Partners, LLC16,288$4.32M2.24%––
Beacon Investment Advisory Services, Inc.16,310$4.33M0.19%––
Sturgeon Ventures LLP16,337$4.34M2.51%––
Sandy Spring Bank16,499$4.38M0.25%––
M&T Bank Corp16,946$4.50M0.02%––
Cambridge Investment Research Advisors, Inc.16,985$4.51M0.02%––
Truist Financial Corp17,056$4.53M0.01%––
Hall Laurie J Trustee17,095$4.54M1.74%––
Metropolitan Life Insurance Co17,138$4.55M0.07%––
Susquehanna Fundamental Investments, LLC17,410$4.62M0.08%––
Telos Capital Management, Inc.17,444$4.63M0.67%––
Dai-Ichi Life Insurance Company, Ltd17,471$4.64M0.06%––
Mutual of America Capital Management LLC17,492$4.64M0.05%––
Triasima Portfolio Management inc.17,595$4.67M0.24%––