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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
Shelton Capital Management758$201.0K0.01%––
Natixis Investment Managers International759$201.0K0.01%––
Kingsview Wealth Management, LLC764$201.0K0.01%––
Tokio Marine Asset Management Co Ltd754$200.0K0.02%––
Wealthcare Advisory Partners LLC747$198.0K0.01%––
First Command Bank724$192.0K0.04%––
First Command Financial Services, Inc.724$192.0K0.04%––
Hills Bank & Trust Co717$190.0K0.03%––
Magellan Asset Management Ltd716$190.0K0.00%––
Professional Financial Advisors, LLC700$186.0K0.12%––
Sullivan, Bruyette, Speros & Blaney, LLC689$183.0K0.01%––
American Portfolios Advisors678$180.0K0.01%––
Carroll Financial Associates, Inc.650$172.0K0.01%––
Geneos Wealth Management Inc.628$166.0K0.00%––
Tradition Wealth Management, LLC582$155.0K0.03%––
Paloma Partners Management Co577$153.0K0.00%––
McClarren Financial Advisors, Inc.529$140.0K0.13%––
Caldwell Trust Co525$139.4K0.02%––
Accel Wealth Management511$136.0K0.11%––
NuWave Investment Management, LLC503$134.0K0.17%––
Leonteq Securities AG483$128.2K0.01%––
AlphaMark Advisors, LLC480$127.0K0.05%––
Belpointe Asset Management LLC479$127.0K0.01%––
Van Eck Associates Corp462$123.0K0.00%––
Hoover Financial Advisors, Inc.448$120.0K0.02%––
C M Bidwell & Associates Ltd449$119.0K0.09%––
Edge Wealth Management LLC450$119.0K0.03%––
Centaurus Financial, Inc.435$115.0K0.01%––
Private Ocean, LLC430$114.0K0.02%––
Quadrant Capital Group LLC426$113.0K0.02%––
Dividend Assets Capital, LLC415$110.0K0.02%––
Tobam413$110.0K0.00%––
Hoese & Co LLP416$110.0K0.14%––
Neo Ivy Capital Management396$105.0K0.12%––
Brown Brothers Harriman & Co372$99.0K0.00%––
TFC Financial Management362$96.0K0.04%––
Berman Capital Advisors, LLC351$93.0K0.02%––
Enterprise Financial Services Corp320$85.0K0.02%––
Northern Oak Wealth Management Inc320$85.0K0.01%––
TCI Wealth Advisors, Inc.308$82.0K0.04%––
Valley National Advisers Inc303$80.0K0.02%––
Sterling Investment Advisors, Ltd.300$80.0K0.03%––
CVA Family Office, LLC300$80.0K0.03%––
MCF Advisors LLC297$79.0K0.01%––
Harding Loevner LP293$78.0K0.00%––
Penserra Capital Management LLC289$76.0K0.00%––
Valeo Financial Advisors, LLC270$72.0K0.00%––
KB Financial Partners, LLC267$71.0K0.03%––
Versant Capital Management, Inc264$70.0K0.03%––
Clearstead Advisors, LLC255$68.0K0.01%––
Lowe Wealth Advisors, LLC248$66.0K0.03%––
Healthcare of Ontario Pension Plan Trust Fund243$65.0K0.00%––
Wolff Wiese Magana LLC242$64.0K0.05%––
GVO Asset Management Ltd236$63.0K0.06%––
Proequities, Inc.212$56.0K0.00%––
Plante Moran Financial Advisors, LLC210$56.0K0.02%––
Zions Bancorporation, N.A.210$56.0K0.01%––
Asset Dedication, LLC200$53.0K0.01%––
Independence Bank of Kentucky200$53.0K0.03%––
State of Wyoming200$53.0K0.09%––
Concord Wealth Partners195$52.0K0.02%––
Glassman Wealth Services193$51.0K0.01%––
Solstein Capital, LLC193$51.0K0.07%––
Sowell Financial Services LLC186$50.0K0.00%––
Graves-Light Private Wealth Management, Inc.187$50.0K0.01%––
IAG Wealth Partners, LLC186$50.0K0.02%––
Motco182$49.0K0.00%––
Johnson Financial Group, Inc.184$49.0K0.00%––
Howe & Rusling Inc180$48.0K0.01%––
Anchor Investment Management, LLC170$45.1K0.01%––
RMR Wealth Builders170$45.0K0.01%––
Total Clarity Wealth Management, Inc.171$45.0K0.03%––
Delta Asset Management LLC165$44.0K0.00%––
Harvest Fund Management Co., Ltd167$44.0K0.00%––
Coastal Capital Group, Inc.153$41.0K0.01%––
Security National Trust Co150$40.0K0.01%––
Exane Derivatives139$36.9K0.01%––
Allred Capital Management, LLC137$36.4K0.02%––
Salem Investment Counselors Inc133$35.0K0.00%––
Pinnacle Bancorp, Inc.131$35.0K0.02%––
Lindbrook Capital, LLC123$33.0K0.01%––
Whittier Trust Co of Nevada Inc119$32.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC116$30.0K0.00%––
Parallax Volatility Advisers, L.P.106$28.0K0.00%––
IronBridge Private Wealth, LLC107$28.0K0.02%––
Pin Oak Investment Advisors Inc100$27.0K0.02%––
Exchange Traded Concepts, LLC103$27.0K0.00%––
JFS Wealth Advisors, LLC100$27.0K0.01%––
Oakworth Capital, Inc.100$27.0K0.00%––
Knuff & Co LLC100$27.0K0.01%––
Capital Advisory Group Advisory Services, LLC100$27.0K0.01%––
Lumature Wealth Partners, LLC100$27.0K0.01%––
Raffa Wealth Management, LLC100$26.5K0.01%––
CSat Investment Advisory, L.P.99$26.0K0.02%––
Your Advocates Ltd., LLP89$24.0K0.02%––
Essex Investment Management Co LLC80$21.0K0.00%––
Jones Financial Companies LLLP80$21.0K0.00%––
Edmond de Rothschild Holding S.A.80$21.0K0.00%––
BDO Wealth Advisors, LLC80$21.0K0.00%––
Atlas Private Wealth Advisors79$21.0K0.01%––