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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
The PNC Financial Services Group, Inc.113,068$30.0M0.03%––
Manufacturers Life Insurance Company, The112,745$29.9M0.03%––
State of Tennessee, Treasury Department110,044$29.2M0.12%––
Lord, Abbett & Co. LLC109,301$29.0M0.07%––
Confluence Investment Management LLC108,062$28.7M0.40%––
Prudential Financial Inc107,986$28.7M0.04%––
Macquarie Group Ltd107,094$28.4M0.04%––
Agf Investments Inc.103,337$27.4M0.22%––
Jupiter Asset Management Ltd103,342$27.4M0.27%––
Shellback Capital, LP100,450$26.7M1.58%––
State of Wisconsin Investment Board97,947$26.0M0.06%––
Granite Investment Partners, LLC97,011$25.8M0.86%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.96,555$25.6M0.11%––
Mariner, LLC92,577$24.6M0.17%––
Smith Asset Management Group LP90,924$24.1M1.28%––
Voya Investment Management LLC90,908$24.1M0.05%––
AMF Pensionsforsakring AB90,781$24.1M0.18%––
Natixis89,240$23.7M0.08%––
AXA S.A.88,631$23.5M0.07%––
Putnam Investments LLC88,587$23.5M0.04%––
Hemenway Trust Co LLC86,162$22.9M2.50%––
Commonwealth Equity Services, LLC83,824$22.3M0.06%––
Davis R M Inc83,708$22.2M0.61%––
Mitsubishi UFJ Trust & Banking Corp84,073$22.1M0.05%––
Carnegie Capital Asset Management, LLC82,704$22.0M0.92%––
Adage Capital Partners GP, L.L.C.81,826$21.7M0.04%––
Boston Family Office LLC80,961$21.5M1.61%––
Assenagon Asset Management S.A.80,643$21.4M0.11%––
Ferguson Wellman Capital Management, Inc80,103$21.3M0.74%––
US Bancorp79,298$21.0M0.04%––
Chevy Chase Trust Holdings, Inc.78,516$20.8M0.07%––
Tocqueville Asset Management L.P.77,970$20.7M0.32%––
TD Asset Management Inc76,074$20.2M0.02%––
Stifel Financial Corp73,649$19.6M0.03%––
Storebrand Asset Management AS71,101$18.9M0.10%––
State of New Jersey Common Pension Fund D71,080$18.9M0.07%––
Somerville Kurt F69,355$18.4M2.91%––
SEI Investments Co68,651$18.3M0.05%––
Pictet Asset Management Ltd66,920$17.8M0.02%––
Trillium Asset Management, LLC65,865$17.5M0.55%––
Williams Jones Wealth Management, LLC.65,416$17.4M0.27%––
LPL Financial LLC64,834$17.2M0.02%––
Teacher Retirement System of Texas64,499$17.1M0.10%––
Public Employees Retirement System of Ohio63,177$16.8M0.07%––
Zurcher Kantonalbank (Zurich Cantonalbank)60,786$16.1M0.10%––
Asset Management One Co.,Ltd.60,369$16.0M0.06%––
Toronto Dominion Bank60,368$16.0M0.03%––
Umb Bank N A60,228$16.0M0.39%––
KBC Group NV59,605$15.8M0.06%––
Polar Capital Holdings Plc58,183$15.4M0.10%––
Scopus Asset Management, L.P.58,000$15.4M0.26%––
Wafra Inc.56,405$15.0M0.62%––
Heathbridge Capital Management Ltd.55,245$14.7M4.03%––
Shell Asset Management Co54,971$14.6M0.29%––
Northwest & Ethical Investments L.P.54,407$14.4M0.51%––
Worldquant Millennium Advisors LLC54,264$14.4M0.31%––
Korea Investment CORP51,700$13.7M0.04%––
Premier Fund Managers Ltd50,620$13.5M0.52%––
Russell Investments Group, Ltd.50,780$13.5M0.02%––
Janney Montgomery Scott LLC50,835$13.5M0.07%––
Baker Chad R50,735$13.5M3.23%––
William Blair Investment Management, LLC50,586$13.4M0.04%––
Glenmede Trust Co NA50,081$13.3M0.07%––
Keybank National Association49,732$13.2M0.06%––
Manning & Napier Group, LLC49,629$13.2M0.11%––
North Star Asset Management Inc49,121$13.0M0.78%––
Forsta Ap-Fonden48,700$12.9M0.18%––
Skandinaviska Enskilda Banken AB (publ)48,579$12.9M0.08%––
Credit Agricole S A48,508$12.9M0.48%––
Congress Asset Management Co47,925$12.7M0.11%––
Commerce Bank47,637$12.6M0.10%––
Cabot Wealth Management Inc46,994$12.5M1.76%––
Raymond James Financial Services Advisors, Inc.46,884$12.4M0.03%––
Standard Life Aberdeen plc45,591$12.1M0.03%––
Guardian Capital LP44,795$11.9M0.20%––
Synovus Financial Corp44,716$11.9M0.13%––
Sumitomo Mitsui DS Asset Management Company, Ltd44,644$11.8M0.31%––
Citadel Advisors LLC44,474$11.8M0.01%––
Treasurer of the State of North Carolina44,311$11.8M0.07%––
Royal London Asset Management Ltd44,046$11.7M0.05%––
Flputnam Investment Management Co43,958$11.7M0.51%––
Aviva PLC43,472$11.5M0.06%––
Allianz Asset Management GmbH43,433$11.5M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund43,361$11.5M0.11%––
Retirement Systems of Alabama43,324$11.5M0.04%––
Robeco Institutional Asset Management B.V.43,170$11.5M0.03%––
Meritage Portfolio Management42,236$11.2M0.75%––
Bartlett & Co. LLC40,890$10.9M0.22%––
Bartlett & Co. Wealth Management LLC40,890$10.9M0.22%––
Advisors Capital Management, LLC40,800$10.8M0.38%––
American International Group, Inc.40,656$10.8M0.04%––
Advisor Group Holdings, Inc.40,588$10.8M0.03%––
Advisors Asset Management, Inc.39,601$10.5M0.16%––
Swiss Life Asset Management Ltd39,538$10.5M0.15%––
Westpac Banking Corp39,284$10.4M0.12%––
Broderick Brian C37,411$9.93M2.86%––
Moreno Evelyn V37,328$9.91M2.36%––
NN Investment Partners Holdings N.V.36,925$9.80M0.06%––
Isthmus Partners, LLC36,126$9.59M1.76%––
Unigestion Holding SA35,448$9.41M0.33%––