Skip to main content

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
Connolly Sarah T.5,509$1.46M1.30%––
Pearl River Capital, LLC5,502$1.46M0.47%––
Snowden Capital Advisors LLC5,488$1.46M0.08%––
Kornitzer Capital Management Inc5,460$1.45M0.02%––
Venturi Wealth Management, LLC5,355$1.42M0.14%––
Cullen/Frost Bankers, Inc.5,296$1.41M0.03%––
Castellan Group, LLC5,298$1.41M0.75%––
Northwestern Mutual Investment Management Company, LLC5,265$1.40M0.02%––
Mackenzie Financial Corp5,254$1.40M0.00%––
GWM Advisors LLC5,193$1.38M0.04%––
Wetherby Asset Management Inc5,175$1.37M0.10%––
Vectors Research Management, LLC5,154$1.37M0.38%––
HNP Capital LLC5,126$1.36M0.40%––
Burney Co5,091$1.35M0.07%––
Voloridge Investment Management, LLC5,049$1.34M0.01%––
Guyasuta Investment Advisors Inc5,028$1.33M0.10%––
Peregrine Capital Management LLC5,024$1.33M0.02%––
Horizon Kinetics Asset Management LLC4,998$1.33M0.03%––
Wellington Shields Capital Management, LLC5,000$1.33M0.13%––
Pettee Investors, Inc.4,975$1.32M0.64%––
Bank Pictet & Cie (Asia) Ltd4,969$1.32M0.41%––
Penobscot Investment Management Company, Inc.4,955$1.31M0.21%––
Steward Partners Investment Advisory, LLC4,948$1.31M0.02%––
Y-Intercept (Hong Kong) Ltd4,894$1.31M0.35%––
BNC Wealth Management, LLC4,913$1.30M0.93%––
Franklin Street Advisors Inc4,900$1.30M0.12%––
Rodgers Brothers Inc.4,851$1.29M0.27%––
Sigma Planning Corp4,743$1.26M0.04%––
Donoghue Forlines LLC4,708$1.25M0.24%––
HighPoint Advisor Group LLC4,711$1.25M0.14%––
Venture Visionary Partners LLC4,629$1.23M0.10%––
MUFG Securities EMEA plc4,600$1.22M0.01%––
Winton Group Ltd4,579$1.22M0.07%––
O'Shares Investment Advisers, LLC4,538$1.21M0.09%––
Mirova4,536$1.20M0.14%––
Segall Bryant & Hamill, LLC4,523$1.20M0.01%––
Argent Trust Co4,512$1.20M0.08%––
Advisor Partners LLC4,456$1.18M0.08%––
Stephens Inc4,455$1.18M0.02%––
Harel Insurance Investments & Financial Services Ltd.1,513$1.18M0.03%––
Verition Fund Management LLC4,450$1.18M0.02%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH4,430$1.18M0.12%––
Wolverine Asset Management LLC4,385$1.16M0.01%––
Integrated Wealth Concepts LLC4,337$1.15M0.05%––
Cigna Investments Inc4,258$1.13M0.08%––
Syntal Capital Partners, LLC4,244$1.13M0.43%––
Oppenheimer Asset Management Inc.4,172$1.11M0.02%––
Wealthspire Advisors, LLC4,158$1.10M0.03%––
Cetera Investment Advisers4,149$1.10M0.02%––
First Foundation Advisors4,112$1.09M0.05%––
Neville Rodie & Shaw Inc4,100$1.09M0.09%––
STRS Ohio4,079$1.08M0.00%––
Wilkinson Global Asset Management LLC4,020$1.07M0.07%––
Ci Investments Inc.3,999$1.06M0.00%––
Quantitative Systematic Strategies LLC3,978$1.06M0.16%––
IBM Retirement Fund3,954$1.05M0.07%––
Uncommon Cents Investing LLC3,955$1.05M0.45%––
Credential Qtrade Securities Inc.3,932$1.04M0.09%––
Veritable, L.P.3,928$1.04M0.02%––
BP PLC3,922$1.04M0.04%––
Atria Investments LLC3,873$1.03M0.02%––
Diversified Trust Co3,841$1.02M0.04%––
Ethic Inc.3,843$1.02M0.18%––
Benjamin F. Edwards & Company, Inc.3,827$1.02M0.05%––
First Commonwealth Financial Corp3,814$1.01M0.40%––
1st Source Bank3,766$1.00M0.07%––
Allstate Corp3,744$994.0K0.03%––
Smithfield Trust Co3,734$991.0K0.07%––
American National Bank3,732$991.0K0.23%––
Cetera Advisors LLC3,733$991.0K0.03%––
Avantax Planning Partners, Inc.3,701$982.0K0.05%––
First United Bank Trust3,672$975.0K0.42%––
Banque Cantonale Vaudoise3,646$968.0K0.05%––
Ontario Teachers Pension Plan Board3,641$966.0K0.01%––
Patton Fund Management, Inc.3,630$964.0K0.51%––
Royal Fund Management, LLC3,547$941.0K0.17%––
Homrich & Berg3,499$929.0K0.02%––
Virtu Financial LLC3,485$925.0K0.07%––
Krilogy Financial LLC3,440$913.0K0.10%––
Telemus Capital, LLC3,352$897.0K0.06%––
Fayez Sarofim & Co3,377$896.0K0.00%––
Kinneret Advisory, LLC3,326$883.0K0.11%––
Sequoia Financial Advisors, LLC3,311$879.0K0.04%––
Kentucky Retirement Systems Insurance Trust Fund3,290$873.0K0.09%––
Cubist Systematic Strategies, LLC3,288$873.0K0.01%––
JustInvest LLC3,284$872.0K0.13%––
Washington Trust Bank3,278$870.0K0.11%––
Ashfield Capital Partners, LLC3,276$870.0K0.07%––
Vestcor Inc3,267$867.0K0.03%––
Private Trust Co NA3,262$865.0K0.14%––
FORA Capital, LLC3,255$864.0K0.28%––
Cypress Capital Group3,189$847.0K0.12%––
Symmetry Partners, LLC3,191$847.0K0.06%––
Bowen Hanes & Co Inc3,150$836.0K0.03%––
Capital City Trust Co3,150$836.0K0.27%––
Boston Trust Walden Corp3,150$836.0K0.01%––
First Midwest Bank Trust Division3,140$833.0K0.11%––
Murphy Capital Management Inc3,140$833.0K0.10%––
Legacy Wealth Partners, Inc.3,116$827.0K0.48%––
Wedbush Securities Inc3,102$823.0K0.05%––