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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
Gulf International Bank (UK) Ltd35,284$9.37M0.13%––
Cliftonlarsonallen Wealth Advisors, LLC35,204$9.35M0.44%––
Palisade Capital Management LLC35,041$9.30M0.22%––
Jade Capital Advisors, LLC35,000$9.29M3.75%––
Handelsbanken Fonder AB34,923$9.27M0.05%––
Qube Research & Technologies Ltd34,242$9.09M0.15%––
State of Alaska, Department of Revenue34,184$9.07M0.10%––
Andra AP-fonden33,600$8.92M0.20%––
Los Angeles Capital Management LLC33,529$8.90M0.04%––
BNP Paribas Arbitrage, SA32,971$8.75M0.02%––
Peapack Gladstone Financial Corp32,911$8.74M0.23%––
Arizona State Retirement System32,740$8.69M0.08%––
M. Kraus & Co32,242$8.56M3.32%––
Kidder Stephen W31,816$8.45M2.73%––
Brown Advisory Inc30,924$8.21M0.01%––
AMP Capital Investors Ltd30,317$8.06M0.04%––
Crossvault Capital Management LLC30,236$8.03M2.86%––
Azimuth Capital Management LLC30,185$8.01M0.38%––
Comerica Bank29,131$7.84M0.05%––
Meitav Dash Investments Ltd29,502$7.83M0.26%––
State of Michigan Retirement System29,129$7.73M0.05%––
HighTower Advisors, LLC28,968$7.70M0.02%––
Holocene Advisors, LP28,817$7.65M0.05%––
GHP Investment Advisors, Inc.28,481$7.56M0.66%––
NewEdge Wealth, LLC28,239$7.50M0.75%––
D.A. Davidson & Co.27,716$7.36M0.09%––
MetLife Investment Management27,680$7.35M0.07%––
Spire Wealth Management27,565$7.26M0.19%––
Rockland Trust Co26,802$7.11M0.51%––
Ensign Peak Advisors, Inc26,550$7.05M0.02%––
Banque Pictet & Cie SA26,288$6.98M0.09%––
Markston International LLC26,020$6.91M0.78%––
Puzo Michael J25,755$6.84M2.18%––
Barr E S & Co25,715$6.83M0.54%––
Formuepleje A/S24,783$6.58M0.25%––
Zacks Investment Management24,561$6.52M0.12%––
Regal Wealth Group, Inc.24,311$6.45M3.79%––
Pillar Pacific Capital Management LLC24,125$6.40M0.50%––
Nisa Investment Advisors, LLC24,107$6.40M0.04%––
Heron Bay Capital Management24,046$6.38M3.80%––
Notis-McConarty Edward23,275$6.18M2.40%––
Nomura Asset Management Co Ltd23,230$6.17M0.04%––
Pinebridge Investments, L.P.23,162$6.15M0.08%––
Douglass Winthrop Advisors, LLC23,159$6.15M0.16%––
Guggenheim Capital LLC23,137$6.14M0.04%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP22,456$5.96M0.07%––
Richard C. Young & CO., LTD.22,395$5.94M0.79%––
Federated Hermes, Inc.22,366$5.94M0.01%––
Vontobel Holding Ltd.22,301$5.92M0.04%––
Utah Retirement Systems22,237$5.90M0.08%––
Oregon Public Employees Retirement Fund22,159$5.88M0.07%––
Panagora Asset Management Inc21,908$5.82M0.03%––
Oppenheimer & Co Inc21,851$5.80M0.12%––
Bank of Nova Scotia21,840$5.80M0.01%––
Contravisory Investment Management, Inc.21,796$5.79M1.81%––
Rockefeller Capital Management L.P.21,696$5.76M0.04%––
Catalyst Capital Advisors LLC21,300$5.65M0.31%––
Jane Street Group, LLC20,883$5.54M0.02%––
Creative Planning20,807$5.52M0.01%––
First Republic Investment Management, Inc.20,259$5.38M0.02%––
Captrust Financial Advisors20,158$5.35M0.06%––
Daiwa Securities Group Inc.20,135$5.34M0.04%––
Wellington Management Group LLP20,031$5.32M0.00%––
Portland Global Advisors LLC19,984$5.30M1.13%––
Nixon Peabody Trust Co19,761$5.25M2.13%––
Birch Hill Investment Advisors LLC19,573$5.20M0.30%––
Texas Permanent School Fund19,396$5.15M0.06%––
Mackay Shields LLC19,355$5.14M0.04%––
British Columbia Investment Management Corp19,079$5.06M0.04%––
Fiduciary Trust Co18,603$4.94M0.10%––
Wealth Enhancement Advisory Services, LLC18,653$4.90M0.09%––
Natixis Advisors, L.P.18,376$4.88M0.03%––
Farmers & Merchants Investments Inc17,960$4.77M0.23%––
Chemung Canal Trust Co17,915$4.75M0.95%––
Triasima Portfolio Management inc.17,595$4.67M0.24%––
Mutual of America Capital Management LLC17,492$4.64M0.05%––
Dai-Ichi Life Insurance Company, Ltd17,471$4.64M0.06%––
Telos Capital Management, Inc.17,444$4.63M0.67%––
Susquehanna Fundamental Investments, LLC17,410$4.62M0.08%––
Metropolitan Life Insurance Co17,138$4.55M0.07%––
Hall Laurie J Trustee17,095$4.54M1.74%––
Truist Financial Corp17,056$4.53M0.01%––
Cambridge Investment Research Advisors, Inc.16,985$4.51M0.02%––
M&T Bank Corp16,946$4.50M0.02%––
Sandy Spring Bank16,499$4.38M0.25%––
Sturgeon Ventures LLP16,337$4.34M2.51%––
Beacon Investment Advisory Services, Inc.16,310$4.33M0.19%––
Geneva Partners, LLC16,288$4.32M2.24%––
Weatherly Asset Management L. P.16,192$4.30M0.60%––
Whitener Capital Management, Inc.15,860$4.21M1.82%––
Amica Mutual Insurance Co15,811$4.20M0.48%––
Bradley Mark J.15,484$4.11M2.78%––
ProShare Advisors LLC15,081$4.00M0.01%––
Illinois Municipal Retirement Fund14,961$3.97M0.17%––
Parcion Private Wealth LLC14,885$3.95M0.45%––
Gateway Investment Advisers LLC14,781$3.92M0.04%––
ExodusPoint Capital Management, LP14,709$3.90M0.08%––
Banco Bilbao Vizcaya Argentaria, S.A.14,696$3.90M0.08%––
Banco de Sabadell, S.A14,471$3.88M0.40%––
Fifth Third Bancorp14,564$3.87M0.02%––