Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Rockwell Automation, Inc as of Jun 30, 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: 988; +24 vs. Q1 2021
Shares held: 92.9M; +5.41M (+6.2%) vs. Q1 2021
Total value: $26.4B; +$3.27B (+14.1%) vs. Q1 2021
New holders: 98; 345 more added
Sold out: 74; 316 more reduced

10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 988 institutions

Value heldQ2 2021: $26.4B

Institutions holding ROK and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,545	$48.8B
Q1 2026	1,422	$34.4B
Q4 2025	1,420	$37.1B
Q3 2025	1,296	$32.2B
Q2 2025	1,269	$31.1B
Q1 2025	1,172	$23.7B
Q4 2024	1,216	$26.9B
Q3 2024	1,161	$24.4B
Q2 2024	1,156	$25.3B
Q1 2024	1,202	$26.5B
Q4 2023	1,223	$27.1B
Q3 2023	1,140	$26.4B
Q2 2023	1,146	$30.9B
Q1 2023	1,113	$27.0B
Q4 2022	1,059	$23.5B
Q3 2022	994	$19.6B
Q2 2022	976	$18.5B
Q1 2022	1,052	$25.6B
Q4 2021	1,136	$31.9B
Q3 2021	1,037	$26.9B
Q2 2021	988	$26.4B
Q1 2021	974	$23.7B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2021.

Institutions holding ROK in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Prestige Wealth Management Group LLC	1	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	3	$1.00K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$1.00K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	5	$1.00K	0.00%	+5	New
PEAK6 Investments LLC	5	$1.00K	0.00%	+5	New
Kelly Financial Services LLC	291,870	$1.02K	0.04%	+290,850+28,514.7%	Added
Global Financial Private Client, LLC	4	$1.14K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	8	$2.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	7	$2.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	5	$2.00K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	6	$2.00K	0.00%	+6	New
JNBA Financial Advisors	9	$3.00K	0.00%	−25−73.5%	Reduced
Baldwin Brothers Inc	12	$3.00K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	10	$3.00K	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	12	$3.00K	0.00%	00.0%	Unchanged
Flagship Private Wealth, LLC	12	$3.50K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	17	$4.00K	0.00%	−36−67.9%	Reduced
SOA Wealth Advisors, LLC.	16	$4.00K	0.00%	−3−15.8%	Reduced
Arkadios Wealth Advisors	15	$4.00K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	18	$5.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	18	$5.00K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	19	$5.00K	0.00%	00.0%	Unchanged
FormulaFolio Investments, LLC	22	$6.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	20	$6.00K	0.00%	+15+300.0%	Added
Exchange Traded Concepts, LLC	26	$7.00K	0.00%	−77−74.8%	Reduced
Cribstone Capital Management, LLC	24	$7.00K	0.00%	−14−36.8%	Reduced
San Francisco Sentry Investment Group (Ca)	26	$7.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	25	$7.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	25	$7.00K	0.00%	+4+19.0%	Added
Sonora Investment Management, LLC	27	$8.00K	0.00%	00.0%	Unchanged
Better Money Decisions, LLC	28	$8.00K	0.01%	00.0%	Unchanged
Resolute Partners Group	28	$8.00K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	34	$9.72K	0.00%	00.0%	Unchanged
CNB Bank	36	$10.0K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	34	$10.0K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	35	$10.0K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	39	$11.0K	0.00%	00.0%	Unchanged
Phoenix Wealth Advisors	39	$11.0K	0.01%	+7+21.9%	Added
Castleview Partners, LLC	39	$11.0K	0.00%	+39	New
Atlas Private Wealth Advisors	41	$12.0K	0.01%	−38−48.1%	Reduced
First Manhattan Co	44	$12.0K	0.00%	00.0%	Unchanged
Reilly Financial Advisors, LLC	41	$12.0K	0.00%	+15+57.7%	Added
Earnest Partners LLC	46	$13.0K	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	45	$13.0K	0.00%	+45	New
Kings Point Capital Management	50	$14.0K	0.00%	00.0%	Unchanged
Parisi Gray Wealth Management	49	$14.0K	0.01%	+49	New
GPS Wealth Strategies Group, LLC	48	$14.0K	0.00%	+48	New
First Horizon Corp	54	$15.0K	0.00%	+7+14.9%	Added
Harbor Investment Advisory, LLC	53	$15.0K	0.00%	+25+89.3%	Added
Glen Eagle Advisors, LLC	55	$15.7K	0.00%	+55	New
Patriot Financial Group Insurance Agency, LLC	56	$16.0K	0.00%	−1−1.8%	Reduced
Savior LLC	56	$16.0K	0.01%	00.0%	Unchanged
TSFG, LLC	55	$16.0K	0.01%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	60	$17.0K	0.00%	00.0%	Unchanged
D'Orazio & Associates, Inc.	63	$18.0K	0.00%	00.0%	Unchanged
Sierra Capital LLC	68	$19.0K	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	67	$19.0K	0.01%	+12+21.8%	Added
West Paces Advisors Inc.	68	$19.4K	0.01%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	72	$21.0K	0.00%	−34−32.1%	Reduced
Tarbox Family Office, Inc.	75	$21.0K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	75	$21.0K	0.01%	00.0%	Unchanged
WealthShield Partners, LLC	74	$21.0K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	73	$21.0K	0.00%	+5+7.4%	Added
Gemmer Asset Management LLC	76	$22.0K	0.00%	00.0%	Unchanged
Essex Investment Management Co LLC	80	$23.0K	0.00%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	80	$23.0K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	80	$23.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	80	$23.0K	0.01%	+7+9.6%	Added
FFT Wealth Management LLC	88	$25.0K	0.01%	+88	New
Your Advocates Ltd., LLP	89	$26.0K	0.02%	00.0%	Unchanged
Monetary Management Group Inc	95	$27.0K	0.01%	+95	New
Geneos Wealth Management Inc.	100	$28.0K	0.00%	−528−84.1%	Reduced
Raffa Wealth Management, LLC	100	$28.6K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	100	$29.0K	0.01%	−110−52.4%	Reduced
Pin Oak Investment Advisors Inc	100	$29.0K	0.03%	00.0%	Unchanged
JFS Wealth Advisors, LLC	100	$29.0K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	100	$29.0K	0.00%	00.0%	Unchanged
Knuff & Co LLC	100	$29.0K	0.01%	00.0%	Unchanged
Capital Advisory Group Advisory Services, LLC	100	$29.0K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	100	$29.0K	0.01%	00.0%	Unchanged
IronBridge Private Wealth, LLC	107	$31.0K	0.02%	00.0%	Unchanged
Logan Capital Management Inc	109	$31.0K	0.00%	+109	New
Financial Perspectives, Inc	112	$32.0K	0.02%	−29,617−99.6%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	116	$33.0K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	128	$37.0K	0.01%	+5+4.1%	Added
SRS Capital Advisors, Inc.	130	$37.0K	0.01%	+130	New
Salem Investment Counselors Inc	133	$38.0K	0.00%	00.0%	Unchanged
Security National Trust Co	150	$43.0K	0.01%	00.0%	Unchanged
Coastal Capital Group, Inc.	153	$44.0K	0.01%	00.0%	Unchanged
State of Wyoming	156	$45.0K	0.03%	−44−22.0%	Reduced
Pinnacle Bancorp, Inc.	160	$46.0K	0.02%	+29+22.1%	Added
Delta Asset Management LLC	165	$47.0K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	167	$47.0K	0.01%	00.0%	Unchanged
Anchor Investment Management, LLC	170	$48.6K	0.01%	00.0%	Unchanged
Psagot Investment House Ltd.	174	$50.0K	0.00%	+174	New
Howe & Rusling Inc	180	$51.0K	0.01%	00.0%	Unchanged
Motco	182	$52.0K	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	187	$53.0K	0.01%	00.0%	Unchanged