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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, 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
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 heldQ2 2021: $26.4B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Wealth Enhancement Advisory Services, LLC0$00.00%−18,653−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,709−100.0%Sold out
Banco de Sabadell, S.A0$00.00%−14,471−100.0%Sold out
Jefferies Group LLC0$00.00%−14,058−100.0%Sold out
Nomura Holdings Inc0$00.00%−9,012−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−8,610−100.0%Sold out
Quantbot Technologies LP0$00.00%−6,582−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−5,571−100.0%Sold out
Pearl River Capital, LLC0$00.00%−5,502−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−4,600−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−4,385−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−3,978−100.0%Sold out
Royal Fund Management, LLC0$00.00%−3,547−100.0%Sold out
Virtu Financial LLC0$00.00%−3,485−100.0%Sold out
L2 Asset Management, LLC0$00.00%−2,876−100.0%Sold out
WESPAC Advisors, LLC0$00.00%−2,607−100.0%Sold out
Heritage Trust Co0$00.00%−2,595−100.0%Sold out
Energy Opportunities Capital Management, LLC0$00.00%−2,235−100.0%Sold out
Trexquant Investment LP0$00.00%−2,044−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−2,040−100.0%Sold out
Inscription Capital, LLC0$00.00%−1,915−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−1,592−100.0%Sold out
Financial Advocates Investment Management0$00.00%−1,566−100.0%Sold out
Braun Stacey Associates Inc0$00.00%−1,538−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,407−100.0%Sold out
Old National Bancorp0$00.00%−1,255−100.0%Sold out
Quantamental Technologies LLC0$00.00%−1,014−100.0%Sold out
Cipher Capital LP0$00.00%−961−100.0%Sold out
Mizuho Securities Co. Ltd.0$00.00%−940−100.0%Sold out
Pacific Financial Group Inc0$00.00%−875−100.0%Sold out
Athanor Capital, LP0$00.00%−866−100.0%Sold out
First Mercantile Trust Co0$00.00%−855−100.0%Sold out
Two Sigma Investments, LP0$00.00%−801−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−800−100.0%Sold out
Bel Air Investment Advisors LLC0$00.00%−796−100.0%Sold out
Teza Capital Management LLC0$00.00%−783−100.0%Sold out
Smart Money Group LLC0$00.00%−782−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−503−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−479−100.0%Sold out
Neo Ivy Capital Management0$00.00%−396−100.0%Sold out
Harding Loevner LP0$00.00%−293−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−270−100.0%Sold out
GVO Asset Management Ltd0$00.00%−236−100.0%Sold out
Sowell Financial Services LLC0$00.00%−186−100.0%Sold out
RMR Wealth Builders0$00.00%−170−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−171−100.0%Sold out
Allred Capital Management, LLC0$00.00%−137−100.0%Sold out
Sun Life Financial INC0$00.00%−69−100.0%Sold out
Cowa, LLC0$00.00%−52−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−50−100.0%Sold out
Manchester Financial Inc0$00.00%−36−100.0%Sold out
Human Investing LLC0$00.00%−36−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−23−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−16−100.0%Sold out
Grandview Asset Management LLC0$00.00%−7−100.0%Sold out
FIL Ltd0$00.00%−4−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−4−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−3−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−4−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−5−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−5−100.0%Sold out
Standard Family Office LLC0$00.00%−5−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Waddell & Reed Financial Inc––––Not filed
Pillar Pacific Capital Management LLC––––Not filed
Bokf, NA––––Not filed
Stewardship Financial Advisors, LLC––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
TCF National Bank––––Not filed
Tealwood Asset Management Inc––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
CSat Investment Advisory, L.P.––––Not filed