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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
ERn Financial, LLC1,805$479.0K0.19%––
Capital Investment Advisors, LLC1,796$477.0K0.02%––
CAPROCK Group, Inc.1,766$469.0K0.05%––
Dorsey & Whitney Trust CO LLC1,763$468.0K0.05%––
Assetmark, Inc1,738$461.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt1,734$460.0K0.03%––
Patron Partners Advisors, LLC1,726$458.0K0.39%––
Veriti Management LLC1,719$456.0K0.12%––
Stratos Wealth Partners, LTD.1,715$455.0K0.01%––
Alberta Investment Management Corp1,700$451.0K0.00%––
EP Wealth Advisors, LLC1,670$443.0K0.01%––
Conning Inc.1,653$439.0K0.01%––
Middleton & Co Inc1,650$438.0K0.05%––
Mutual Advisors, LLC1,650$438.0K0.03%––
Harbour Investments, Inc.1,646$437.0K0.02%––
Cobblestone Capital Advisors LLC1,645$437.0K0.03%––
Bessemer Group Inc1,638$434.0K0.00%––
Fort Point Capital Partners LLC1,634$434.0K0.10%––
North Star Investment Management Corp.1,632$433.0K0.04%––
Csenge Advisory Group1,634$432.0K0.04%––
Meiji Yasuda Asset Management Co Ltd.1,617$429.0K0.03%––
Ameritas Investment Partners, Inc.1,608$427.0K0.02%––
Campbell & CO Investment Adviser LLC1,609$427.0K0.26%––
Fred Alger Management, LLC1,603$426.0K0.00%––
Regentatlantic Capital LLC1,605$426.0K0.01%––
Marble Harbor Investment Counsel, LLC1,600$425.0K0.06%––
Hengehold Capital Management LLC1,600$425.0K0.06%––
Profund Advisors LLC1,592$423.0K0.02%––
Chelsea Counsel Co1,592$423.0K0.21%––
OmniStar Financial Group, Inc.1,592$423.0K0.54%––
Financial Advocates Investment Management1,566$416.0K0.03%––
Braun Stacey Associates Inc1,538$408.0K0.02%––
Signaturefd, LLC1,532$407.0K0.02%––
Baystate Wealth Management LLC1,533$407.0K0.04%––
Fiera Capital Corp1,531$406.0K0.00%––
Andesa Financial Management Inc.1,531$406.0K0.13%––
Wintrust Investments LLC1,518$403.0K0.04%––
Cambridge Trust Co1,520$403.0K0.02%––
Montag A & Associates Inc1,515$402.0K0.02%––
Evercore Wealth Management, LLC1,512$401.0K0.01%––
Westside Investment Management, Inc.1,500$398.0K0.01%––
Cito Capital Group, LLC1,500$398.0K0.19%––
Kowal Investment Group, LLC1,499$398.0K0.16%––
Covington Capital Management1,480$393.0K0.02%––
Enterprise Bank & Trust Co1,483$393.0K0.17%––
National Asset Management, Inc.1,467$390.0K0.01%––
Tiemann Investment Advisors, LLC1,455$386.0K0.19%––
Clarius Group, LLC1,455$386.0K0.04%––
Mainstay Capital Management LLC1,450$385.0K0.12%––
United Capital Financial Advisers, LLC1,433$380.0K0.00%––
Castleark Management LLC1,420$377.0K0.01%––
MAI Capital Management1,416$376.0K0.01%––
Jupiter Wealth Management LLC1,400$374.0K0.19%––
Prelude Capital Management, LLC1,407$373.0K0.03%––
Verity Asset Management, Inc.1,402$372.0K0.22%––
Costello Asset Management, INC1,400$372.0K0.26%––
Linscomb & Williams, Inc.1,399$371.0K0.02%––
Equitable Trust Co1,385$368.0K0.03%––
First Hawaiian Bank1,363$362.0K0.02%––
Lido Advisors, LLC1,341$356.0K0.01%––
Allworth Financial LP1,330$353.0K0.01%––
CWM, LLC1,227$351.0K0.00%––
Brookstone Capital Management1,317$350.0K0.01%––
International Assets Investment Management, LLC1,355$350.0K0.03%––
Ritholtz Wealth Management1,315$349.0K0.03%––
Altium Wealth Management LLC1,313$349.0K0.03%––
Alps Advisors Inc1,312$348.0K0.00%––
Change Path, LLC1,312$348.0K0.03%––
Hyman Charles D1,304$346.0K0.03%––
Valley Brook Capital Group1,300$345.0K0.31%––
Chilton Capital Management LLC1,293$343.0K0.02%––
Corbett Road Capital Management, LLC1,290$343.0K0.51%––
BBVA USA Bancshares, Inc.1,290$342.0K0.02%––
Bailard, Inc.1,275$338.0K0.01%––
Hilltop Holdings Inc.1,276$338.0K0.04%––
Old National Bancorp1,255$333.0K0.01%––
Lakeview Capital Partners, LLC1,248$331.0K0.14%––
Aurora Private Wealth, Inc.1,247$331.0K0.14%––
Sentry Investment Management LLC1,242$330.0K0.09%––
Steinberg Asset Management LLC1,223$325.0K0.38%––
Great Lakes Advisors, LLC1,222$324.0K0.01%––
Claraphi Advisory Network, LLC1,222$324.0K0.09%––
Traverso Chambers Private Wealth Management, LLC1,213$322.0K0.11%––
TCF National Bank1,197$317.0K0.04%––
Crescent Grove Advisors, LLC1,192$316.0K0.04%––
Evergreen Capital Management LLC1,188$315.0K0.02%––
Center for Financial Planning, Inc.1,182$314.0K0.08%––
Brewin Dolphin Ltd1,180$313.2K0.02%––
Personal Capital Advisors Corp1,179$313.0K0.00%––
9258 Wealth Management, LLC1,180$313.0K0.09%––
AMJ Financial Wealth Management1,181$313.0K0.15%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,175$312.0K0.12%––
J.W. Cole Advisors, Inc.1,172$311.0K0.03%––
Chicago Trust Co NA1,160$308.0K0.11%––
Glenview Trust Co1,149$305.0K0.01%––
Dynamic Advisor Solutions LLC1,145$304.0K0.03%––
Wilbanks Smith & Thomas Asset Management LLC1,125$299.0K0.01%––
Foundry Partners, LLC1,123$298.0K0.01%––
Tealwood Asset Management Inc1,120$297.0K0.12%––
Empirical Finance, LLC1,184$297.0K0.05%––