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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
Standard Life Aberdeen plc45,591$12.1M0.03%––
Raymond James Financial Services Advisors, Inc.46,884$12.4M0.03%––
Cabot Wealth Management Inc46,994$12.5M1.76%––
Commerce Bank47,637$12.6M0.10%––
Congress Asset Management Co47,925$12.7M0.11%––
Credit Agricole S A48,508$12.9M0.48%––
Skandinaviska Enskilda Banken AB (publ)48,579$12.9M0.08%––
Forsta Ap-Fonden48,700$12.9M0.18%––
North Star Asset Management Inc49,121$13.0M0.78%––
Manning & Napier Group, LLC49,629$13.2M0.11%––
Keybank National Association49,732$13.2M0.06%––
Glenmede Trust Co NA50,081$13.3M0.07%––
William Blair Investment Management, LLC50,586$13.4M0.04%––
Baker Chad R50,735$13.5M3.23%––
Janney Montgomery Scott LLC50,835$13.5M0.07%––
Russell Investments Group, Ltd.50,780$13.5M0.02%––
Premier Fund Managers Ltd50,620$13.5M0.52%––
Korea Investment CORP51,700$13.7M0.04%––
Worldquant Millennium Advisors LLC54,264$14.4M0.31%––
Northwest & Ethical Investments L.P.54,407$14.4M0.51%––
Shell Asset Management Co54,971$14.6M0.29%––
Heathbridge Capital Management Ltd.55,245$14.7M4.03%––
Wafra Inc.56,405$15.0M0.62%––
Scopus Asset Management, L.P.58,000$15.4M0.26%––
Polar Capital Holdings Plc58,183$15.4M0.10%––
KBC Group NV59,605$15.8M0.06%––
Umb Bank N A60,228$16.0M0.39%––
Toronto Dominion Bank60,368$16.0M0.03%––
Asset Management One Co.,Ltd.60,369$16.0M0.06%––
Zurcher Kantonalbank (Zurich Cantonalbank)60,786$16.1M0.10%––
Public Employees Retirement System of Ohio63,177$16.8M0.07%––
Teacher Retirement System of Texas64,499$17.1M0.10%––
LPL Financial LLC64,834$17.2M0.02%––
Williams Jones Wealth Management, LLC.65,416$17.4M0.27%––
Trillium Asset Management, LLC65,865$17.5M0.55%––
Pictet Asset Management Ltd66,920$17.8M0.02%––
SEI Investments Co68,651$18.3M0.05%––
Somerville Kurt F69,355$18.4M2.91%––
State of New Jersey Common Pension Fund D71,080$18.9M0.07%––
Storebrand Asset Management AS71,101$18.9M0.10%––
Stifel Financial Corp73,649$19.6M0.03%––
TD Asset Management Inc76,074$20.2M0.02%––
Tocqueville Asset Management L.P.77,970$20.7M0.32%––
Chevy Chase Trust Holdings, Inc.78,516$20.8M0.07%––
US Bancorp79,298$21.0M0.04%––
Ferguson Wellman Capital Management, Inc80,103$21.3M0.74%––
Assenagon Asset Management S.A.80,643$21.4M0.11%––
Boston Family Office LLC80,961$21.5M1.61%––
Adage Capital Partners GP, L.L.C.81,826$21.7M0.04%––
Carnegie Capital Asset Management, LLC82,704$22.0M0.92%––
Mitsubishi UFJ Trust & Banking Corp84,073$22.1M0.05%––
Davis R M Inc83,708$22.2M0.61%––
Commonwealth Equity Services, LLC83,824$22.3M0.06%––
Hemenway Trust Co LLC86,162$22.9M2.50%––
Putnam Investments LLC88,587$23.5M0.04%––
AXA S.A.88,631$23.5M0.07%––
Natixis89,240$23.7M0.08%––
AMF Pensionsforsakring AB90,781$24.1M0.18%––
Voya Investment Management LLC90,908$24.1M0.05%––
Smith Asset Management Group LP90,924$24.1M1.28%––
Mariner, LLC92,577$24.6M0.17%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.96,555$25.6M0.11%––
Granite Investment Partners, LLC97,011$25.8M0.86%––
State of Wisconsin Investment Board97,947$26.0M0.06%––
Shellback Capital, LP100,450$26.7M1.58%––
Jupiter Asset Management Ltd103,342$27.4M0.27%––
Agf Investments Inc.103,337$27.4M0.22%––
Macquarie Group Ltd107,094$28.4M0.04%––
Prudential Financial Inc107,986$28.7M0.04%––
Confluence Investment Management LLC108,062$28.7M0.40%––
Lord, Abbett & Co. LLC109,301$29.0M0.07%––
State of Tennessee, Treasury Department110,044$29.2M0.12%––
Manufacturers Life Insurance Company, The112,745$29.9M0.03%––
The PNC Financial Services Group, Inc.113,068$30.0M0.03%––
Great West Life Assurance Co122,038$32.2M0.08%––
HSBC Holdings PLC121,548$32.4M0.04%––
Vident Investment Advisory, LLC124,385$33.0M1.11%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.126,572$33.6M0.22%––
Schroder Investment Management Group127,228$33.8M0.04%––
Cookson Peirce & Co Inc127,565$33.9M2.22%––
DnB Asset Management AS128,465$34.1M0.25%––
New York State Teachers Retirement System130,144$34.5M0.07%––
AustralianSuper Pty Ltd131,749$35.0M0.27%––
Robeco Schweiz AG135,000$35.8M0.55%––
Fisher Asset Management, LLC136,829$36.3M0.03%––
Stephens Investment Management Group LLC138,766$36.8M0.53%––
New York State Common Retirement Fund139,339$37.0M0.04%––
Quilter Plc139,893$37.1M1.17%––
PGGM Investments141,899$37.7M0.16%––
Markel Group Inc.SuperinvestorMarkel Group142,100$37.7M0.52%––
Gamco Investors, Inc. Et Al143,692$38.1M0.33%––
Principal Financial Group Inc144,291$38.3M0.03%––
Atalanta Sosnoff Capital, LLC144,588$38.4M0.95%––
Mairs & Power Inc157,632$41.8M0.44%––
State Board of Administration of Florida Retirement System160,163$42.5M0.08%––
Gabelli Funds LLC160,650$42.6M0.29%––
Waddell & Reed Financial Inc160,861$42.7M0.09%––
Neuberger Berman Group LLC162,663$43.1M0.04%––
Barclays PLC163,743$43.5M0.04%––
Candriam Luxembourg S.C.A.185,143$44.6M0.37%––