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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
Chemung Canal Trust Co17,915$4.75M0.95%––
Farmers & Merchants Investments Inc17,960$4.77M0.23%––
Natixis Advisors, L.P.18,376$4.88M0.03%––
Wealth Enhancement Advisory Services, LLC18,653$4.90M0.09%––
Fiduciary Trust Co18,603$4.94M0.10%––
British Columbia Investment Management Corp19,079$5.06M0.04%––
Mackay Shields LLC19,355$5.14M0.04%––
Texas Permanent School Fund19,396$5.15M0.06%––
Birch Hill Investment Advisors LLC19,573$5.20M0.30%––
Nixon Peabody Trust Co19,761$5.25M2.13%––
Portland Global Advisors LLC19,984$5.30M1.13%––
Wellington Management Group LLP20,031$5.32M0.00%––
Daiwa Securities Group Inc.20,135$5.34M0.04%––
Captrust Financial Advisors20,158$5.35M0.06%––
First Republic Investment Management, Inc.20,259$5.38M0.02%––
Creative Planning20,807$5.52M0.01%––
Jane Street Group, LLC20,883$5.54M0.02%––
Catalyst Capital Advisors LLC21,300$5.65M0.31%––
Rockefeller Capital Management L.P.21,696$5.76M0.04%––
Contravisory Investment Management, Inc.21,796$5.79M1.81%––
Bank of Nova Scotia21,840$5.80M0.01%––
Oppenheimer & Co Inc21,851$5.80M0.12%––
Panagora Asset Management Inc21,908$5.82M0.03%––
Oregon Public Employees Retirement Fund22,159$5.88M0.07%––
Utah Retirement Systems22,237$5.90M0.08%––
Vontobel Holding Ltd.22,301$5.92M0.04%––
Federated Hermes, Inc.22,366$5.94M0.01%––
Richard C. Young & CO., LTD.22,395$5.94M0.79%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP22,456$5.96M0.07%––
Guggenheim Capital LLC23,137$6.14M0.04%––
Douglass Winthrop Advisors, LLC23,159$6.15M0.16%––
Pinebridge Investments, L.P.23,162$6.15M0.08%––
Nomura Asset Management Co Ltd23,230$6.17M0.04%––
Notis-McConarty Edward23,275$6.18M2.40%––
Heron Bay Capital Management24,046$6.38M3.80%––
Nisa Investment Advisors, LLC24,107$6.40M0.04%––
Pillar Pacific Capital Management LLC24,125$6.40M0.50%––
Regal Wealth Group, Inc.24,311$6.45M3.79%––
Zacks Investment Management24,561$6.52M0.12%––
Formuepleje A/S24,783$6.58M0.25%––
Barr E S & Co25,715$6.83M0.54%––
Puzo Michael J25,755$6.84M2.18%––
Markston International LLC26,020$6.91M0.78%––
Banque Pictet & Cie SA26,288$6.98M0.09%––
Ensign Peak Advisors, Inc26,550$7.05M0.02%––
Rockland Trust Co26,802$7.11M0.51%––
Spire Wealth Management27,565$7.26M0.19%––
MetLife Investment Management27,680$7.35M0.07%––
D.A. Davidson & Co.27,716$7.36M0.09%––
NewEdge Wealth, LLC28,239$7.50M0.75%––
GHP Investment Advisors, Inc.28,481$7.56M0.66%––
Holocene Advisors, LP28,817$7.65M0.05%––
HighTower Advisors, LLC28,968$7.70M0.02%––
State of Michigan Retirement System29,129$7.73M0.05%––
Meitav Dash Investments Ltd29,502$7.83M0.26%––
Comerica Bank29,131$7.84M0.05%––
Azimuth Capital Management LLC30,185$8.01M0.38%––
Crossvault Capital Management LLC30,236$8.03M2.86%––
AMP Capital Investors Ltd30,317$8.06M0.04%––
Brown Advisory Inc30,924$8.21M0.01%––
Kidder Stephen W31,816$8.45M2.73%––
M. Kraus & Co32,242$8.56M3.32%––
Arizona State Retirement System32,740$8.69M0.08%––
Peapack Gladstone Financial Corp32,911$8.74M0.23%––
BNP Paribas Arbitrage, SA32,971$8.75M0.02%––
Los Angeles Capital Management LLC33,529$8.90M0.04%––
Andra AP-fonden33,600$8.92M0.20%––
State of Alaska, Department of Revenue34,184$9.07M0.10%––
Qube Research & Technologies Ltd34,242$9.09M0.15%––
Handelsbanken Fonder AB34,923$9.27M0.05%––
Jade Capital Advisors, LLC35,000$9.29M3.75%––
Palisade Capital Management LLC35,041$9.30M0.22%––
Cliftonlarsonallen Wealth Advisors, LLC35,204$9.35M0.44%––
Gulf International Bank (UK) Ltd35,284$9.37M0.13%––
Unigestion Holding SA35,448$9.41M0.33%––
Isthmus Partners, LLC36,126$9.59M1.76%––
NN Investment Partners Holdings N.V.36,925$9.80M0.06%––
Moreno Evelyn V37,328$9.91M2.36%––
Broderick Brian C37,411$9.93M2.86%––
Westpac Banking Corp39,284$10.4M0.12%––
Swiss Life Asset Management Ltd39,538$10.5M0.15%––
Advisors Asset Management, Inc.39,601$10.5M0.16%––
Advisor Group Holdings, Inc.40,588$10.8M0.03%––
American International Group, Inc.40,656$10.8M0.04%––
Advisors Capital Management, LLC40,800$10.8M0.38%––
Bartlett & Co. Wealth Management LLC40,890$10.9M0.22%––
Bartlett & Co. LLC40,890$10.9M0.22%––
Meritage Portfolio Management42,236$11.2M0.75%––
Robeco Institutional Asset Management B.V.43,170$11.5M0.03%––
Retirement Systems of Alabama43,324$11.5M0.04%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund43,361$11.5M0.11%––
Allianz Asset Management GmbH43,433$11.5M0.01%––
Aviva PLC43,472$11.5M0.06%––
Flputnam Investment Management Co43,958$11.7M0.51%––
Royal London Asset Management Ltd44,046$11.7M0.05%––
Treasurer of the State of North Carolina44,311$11.8M0.07%––
Citadel Advisors LLC44,474$11.8M0.01%––
Sumitomo Mitsui DS Asset Management Company, Ltd44,644$11.8M0.31%––
Synovus Financial Corp44,716$11.9M0.13%––
Guardian Capital LP44,795$11.9M0.20%––