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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
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,527$3.86M0.05%––
Massachusetts Financial Services Co14,359$3.81M0.00%––
Susquehanna International Group, LLP14,182$3.76M0.00%––
Jefferies Group LLC14,058$3.73M0.09%––
Cohen Lawrence B14,038$3.73M2.02%––
Beese Fulmer Investment Management, Inc.13,787$3.66M0.44%––
KWMG, LLC13,784$3.66M0.58%––
CIBC Private Wealth Group, LLC13,643$3.62M0.01%––
Kestra Advisory Services, LLC13,474$3.58M0.05%––
Davis-Rea Ltd.13,396$3.56M1.90%––
Millennium Management LLC13,385$3.55M0.00%––
Page Arthur B13,315$3.54M2.64%––
IFM Investors Pty Ltd13,101$3.48M0.09%––
Nissay Asset Management Corp13,030$3.46M0.03%––
Hartford Investment Management Co12,725$3.38M0.09%––
Papp L Roy & Associates12,698$3.37M0.48%––
Marketfield Asset Management LLC12,498$3.32M2.23%––
GAM Holding AG12,421$3.30M0.15%––
Sit Investment Associates Inc12,250$3.25M0.09%––
Garrison Asset Management, LLC12,173$3.23M2.06%––
Ilmarinen Mutual Pension Insurance Co12,000$3.19M0.04%––
Searle & Co.11,954$3.17M1.41%––
CIBC World Markets Inc.11,909$3.16M0.01%––
Colony Group LLC11,846$3.14M0.07%––
Brinker Capital Investments, LLC11,385$3.02M0.05%––
Tower Research Capital LLC (TRC)11,330$3.01M0.05%––
CIBC World Markets Corp11,070$2.94M0.02%––
Public Sector Pension Investment Board11,002$2.92M0.02%––
Nippon Life Global Investors Americas, Inc.10,950$2.91M0.16%––
Xponance, Inc.10,842$2.88M0.06%––
Eukles Asset Management10,713$2.84M1.84%––
Riverbridge Partners LLC10,630$2.82M0.03%––
USS Investment Management Ltd10,598$2.81M0.02%––
Tiaa, FSB10,380$2.75M0.01%––
Securian Asset Management, Inc10,121$2.69M0.06%––
CIBC Asset Management Inc10,113$2.68M0.01%––
Sompo Asset Management Co., Ltd.10,040$2.67M0.61%––
NJ State Employees Deferred Compensation Plan10,000$2.65M0.38%––
Minot Wealth Management LLC9,953$2.64M0.67%––
Wesbanco Bank Inc9,935$2.64M0.10%––
Chesley Taft & Associates LLC9,665$2.59M0.15%––
Norinchukin Bank, The9,669$2.57M0.04%––
Dempze Nancy E9,604$2.55M2.25%––
Sumitomo Life Insurance Co9,546$2.53M0.10%––
Quantitative Investment Management, LLC9,366$2.49M0.21%––
Hancock Whitney Corp9,335$2.48M0.08%––
Private Advisor Group, LLC9,303$2.47M0.02%––
MUFG Americas Holdings Corp9,046$2.40M0.05%––
Nomura Holdings Inc9,012$2.39M0.02%––
Teachers Retirement System of the State of Kentucky8,950$2.38M0.02%––
Hexavest Inc.8,935$2.37M0.11%––
Maryland State Retirement & Pension System8,867$2.35M0.08%––
MML Investors Services, LLC8,840$2.35M0.02%––
Pinnacle Associates Ltd8,785$2.33M0.04%––
Front Row Advisors LLC8,677$2.30M1.12%––
Distillate Capital Partners LLC8,610$2.29M0.74%––
Global Retirement Partners, LLC8,410$2.23M0.26%––
Orser Capital Management, LLC8,045$2.13M1.42%––
Westport Asset Management Inc8,000$2.12M0.97%––
Canada Pension Plan Investment Board7,908$2.10M0.00%––
Blueshift Asset Management, LLC7,899$2.10M0.21%––
Raymond James Trust N.A.7,885$2.09M0.07%––
Advisory Services Network, LLC7,817$2.08M0.08%––
Pacer Advisors, Inc.7,701$2.04M0.04%––
44 Wealth Management LLC7,609$2.02M0.85%––
Everence Capital Management Inc7,548$2.00M0.18%––
CX Institutional7,501$1.99M0.18%––
Crossmark Global Holdings, Inc.7,425$1.97M0.05%––
New Mexico Educational Retirement Board7,376$1.96M0.08%––
Pathstone Family Office, LLC7,253$1.93M0.07%––
Louisiana State Employees Retirement System7,200$1.91M0.05%––
Kentucky Retirement Systems7,183$1.91M0.09%––
Northwest Investment Counselors, LLC7,073$1.88M0.54%––
Benedict Financial Advisors Inc7,038$1.87M0.54%––
Strategic Wealth Management Inc6,848$1.82M1.09%––
Weil Company, Inc.6,746$1.79M1.02%––
Amalgamated Bank6,720$1.78M0.07%––
SG Americas Securities, LLC6,669$1.77M0.01%––
Quantbot Technologies LP6,582$1.75M0.17%––
Caisse de Depot Et Placement du Quebec6,530$1.73M0.00%––
Fort, L.P.6,518$1.73M0.49%––
Tiedemann Advisors, LLC6,485$1.72M0.08%––
AlphaCrest Capital Management LLC6,406$1.70M0.09%––
IFP Advisors, Inc6,426$1.70M0.03%––
Bokf, NA6,254$1.66M0.03%––
OPSEU Pension Plan Trust Fund6,268$1.66M0.43%––
PFG Advisors6,232$1.65M0.21%––
Acropolis Investment Management, LLC6,229$1.65M0.17%––
Northwestern Mutual Wealth Management Co6,175$1.64M0.00%––
E. Ohman J:or Asset Management AB6,100$1.62M0.06%––
Federation des caisses Desjardins du Quebec6,089$1.62M0.02%––
Thrivent Financial for Lutherans6,040$1.60M0.00%––
Supplemental Annuity Collective Trust of NJ6,000$1.59M0.55%––
Man Group plc5,887$1.56M0.01%––
Koshinski Asset Management, Inc.5,814$1.54M0.16%––
Wealthfront Advisers LLC5,703$1.51M0.01%––
Mercer Global Advisors Inc5,691$1.51M0.01%––
Cetera Advisor Networks LLC5,651$1.50M0.03%––
Rosenbaum Jay D.5,651$1.50M2.57%––
Brookfield Asset Management Inc.5,571$1.48M0.01%––