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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
Acadian Asset Management LLC3,094$821.0K0.00%––
Bourgeon Capital Management LLC3,065$814.0K0.18%––
Redpoint Investment Management Pty Ltd3,025$803.0K0.07%––
RBF Capital, LLC3,000$796.0K0.05%––
Cooper Financial Group2,976$790.0K0.18%––
Savant Capital, LLC2,935$779.0K0.04%––
LS Investment Advisors, LLC2,877$764.0K0.04%––
L2 Asset Management, LLC2,876$763.0K0.79%––
Washington Trust Co2,862$760.0K0.02%––
Occudo Quantitative Strategies LP2,864$760.0K0.17%––
Ziegler Capital Management, LLC2,850$757.0K0.02%––
Ossiam2,836$753.0K0.02%––
Cresset Asset Management, LLC2,834$752.0K0.01%––
MainStreet Investment Advisors LLC2,822$749.0K0.06%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,726$724.0K0.06%––
Massmutual Trust Co FSB2,690$714.0K0.03%––
BI Asset Management Fondsmaeglerselskab A/S2,674$710.0K0.03%––
AE Wealth Management LLC2,672$709.0K0.01%––
Amica Retiree Medical Trust2,661$706.0K0.48%––
Freestone Capital Holdings, LLC2,639$701.0K0.04%––
Aspen Investment Management Inc2,625$697.0K0.39%––
WESPAC Advisors, LLC2,607$692.0K0.52%––
Heritage Trust Co2,595$688.0K0.10%––
Mid Atlantic Financial Management Inc2,569$682.0K0.05%––
Hutchinson Capital Management2,569$682.0K0.17%––
Hunter Associates Investment Management LLC2,555$678.0K0.16%––
NVWM, LLC2,555$678.0K0.27%––
DuPont Capital Management Corp2,537$673.0K0.02%––
Janney Capital Management LLC2,531$672.0K0.04%––
Stewardship Financial Advisors, LLC2,532$672.0K0.23%––
Rossmore Private Capital2,523$670.0K0.13%––
Squarepoint Ops LLC2,518$668.0K0.01%––
Bluestein R H & Co2,500$664.0K0.03%––
Meiji Yasuda Life Insurance Co2,497$663.0K0.01%––
Golden State Wealth Management, LLC2,500$663.0K0.22%––
Financial Management Network Inc2,500$653.0K0.34%––
Marietta Investment Partners LLC2,456$652.0K0.16%––
MONECO Advisors, LLC2,446$649.0K0.32%––
Regions Financial Corp2,415$641.0K0.01%––
Trust Co of Oklahoma2,405$638.4K0.23%––
Achmea Investment Management B.V.2,383$632.0K0.02%––
Community Bank, N.A.2,375$630.0K0.08%––
Boenning & Scattergood, Inc.2,365$628.0K0.12%––
AdvisorNet Financial, Inc2,364$628.0K0.04%––
Harfst & Associates, Inc.2,363$627.0K0.19%––
Clifford Swan Investment Counsel LLC2,354$625.0K0.03%––
Sicart Associates LLC2,350$624.0K0.17%––
Edge Capital Group, LLC2,350$624.0K0.05%––
Lombard Odier Asset Management (Switzerland) SA2,296$609.0K0.04%––
SFMG, LLC2,286$607.0K0.07%––
Greenleaf Trust2,244$596.0K0.01%––
Seeyond2,247$596.0K0.06%––
Energy Opportunities Capital Management, LLC2,235$593.0K1.49%––
Claret Asset Management Corp2,231$592.0K0.11%––
Buckingham Strategic Wealth, LLC2,177$578.0K0.03%––
Grimes & Company, Inc.2,166$575.0K0.03%––
Baldwin Investment Management, LLC2,165$575.0K0.10%––
ETF Managers Group, LLC2,136$572.0K0.01%––
Evoke Wealth, LLC2,155$572.0K0.03%––
Interchange Capital Partners, LLC2,104$567.0K0.31%––
TD Private Client Wealth LLC2,120$562.7K0.03%––
Avalon Investment & Advisory2,114$561.0K0.01%––
Formidable Asset Management, LLC2,121$560.0K0.12%––
Birmingham Capital Management Co Inc2,100$557.0K0.21%––
Dearborn Partners LLC2,074$551.0K0.02%––
Quadrature Capital Ltd2,071$550.0K0.03%––
QS Investors, LLC2,047$544.0K0.01%––
Trexquant Investment LP2,044$543.0K0.05%––
Alyeska Investment Group, L.P.2,040$541.0K0.01%––
Ellenbecker Investment Group2,032$539.0K0.19%––
World Asset Management Inc2,029$536.0K0.05%––
NEXT Financial Group, Inc2,017$536.0K0.05%––
Ieq Capital, LLC2,018$536.0K0.02%––
Alpha Paradigm Partners, LLC2,012$534.0K0.21%––
Rafferty Asset Management, LLC2,007$533.0K0.00%––
Charter Trust Co2,001$531.0K0.05%––
New Jersey Better Educational Savings Trust2,000$531.0K1.17%––
Loveless Wealth Management LLC2,000$531.0K0.35%––
MTM Investment Management, LLC1,998$530.0K0.30%––
Chatham Capital Group, Inc.1,994$529.0K0.11%––
Landsberg, Bennett, & Dubbaneh LLC2,009$529.0K0.08%––
Avantax Advisory Services, Inc.1,955$519.0K0.01%––
HM Payson & Co1,950$518.0K0.01%––
Kestra Private Wealth Services, LLC1,953$518.0K0.04%––
Trustcore Financial Services, LLC1,931$513.0K0.06%––
Addison Capital Co1,924$511.0K0.28%––
Corient Capital Partners, LLC1,926$511.0K0.04%––
Inscription Capital, LLC1,915$508.0K0.17%––
Stonebridge Capital Advisors LLC1,901$505.0K0.07%––
Choate Investment Advisors1,892$502.0K0.03%––
Madden Securities Corp1,885$500.0K0.29%––
Eqis Capital Management, Inc.1,876$498.0K0.04%––
Selective Wealth Management, Inc.1,872$497.0K0.45%––
Lincoln National Corp1,866$495.0K0.01%––
Moors & Cabot, Inc.1,858$494.0K0.04%––
IndexIQ Advisors LLC1,859$493.0K0.02%––
Howland Capital Management LLC1,850$491.0K0.03%––
Point72 Hong Kong Ltd1,847$490.0K0.04%––
Ameritas Investment Company, LLC1,832$486.2K0.04%––
Wolverine Trading, LLC1,800$482.0K0.01%––