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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 845 | $242.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 850 | $243.0K | 0.02% | +415+95.4% | Added |
| Sawtooth Solutions, LLC | 850 | $243.0K | 0.05% | +850 | New |
| FinTrust Capital Advisors, LLC | 854 | $244.0K | 0.06% | +1+0.1% | Added |
| Cornerstone Wealth Group, LLC | 847 | $246.0K | 0.05% | +2+0.2% | Added |
| Tudor Investment Corp Et Al | 861 | $246.0K | 0.01% | +861 | New |
| People's United Financial, Inc. | 868 | $248.0K | 0.01% | −4−0.5% | Reduced |
| StrongBox Wealth, LLC | 879 | $251.0K | 0.14% | −70−7.4% | Reduced |
| Citizens & Northern Corp | 880 | $252.0K | 0.09% | −80−8.3% | Reduced |
| Hudock, Inc. | 888 | $254.0K | 0.08% | +1+0.1% | Added |
| Professional Advisory Services Inc | 895 | $256.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 895 | $256.0K | 0.03% | −2−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 901 | $258.0K | 0.07% | +5+0.6% | Added |
| Bruderman Asset Management, LLC | 904 | $259.0K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 909 | $260.0K | 0.11% | −700−43.5% | Reduced |
| Trust Co of Vermont | 912 | $261.0K | 0.02% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 916 | $262.0K | 0.02% | +28+3.2% | Added |
| Key Financial Inc | 851 | $262.0K | 0.15% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $263.0K | 0.13% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 920 | $263.0K | 0.19% | +3+0.3% | Added |
| Wealthcare Advisory Partners LLC | 920 | $263.0K | 0.02% | +173+23.2% | Added |
| Altshuler Shaham Ltd | 920 | $263.0K | 0.00% | +920 | New |
| KLCM Advisors, Inc. | 927 | $265.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 926 | $265.0K | 0.11% | +926 | New |
| Cox Capital Mgt LLC | 934 | $267.0K | 0.18% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 955 | $271.0K | 0.01% | −845−46.9% | Reduced |
| Marshall & Sullivan Inc | 950 | $271.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 950 | $272.0K | 0.06% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 960 | $275.0K | 0.09% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 966 | $276.0K | 0.07% | −13−1.3% | Reduced |
| Interval Partners, LP | 970 | $277.0K | 0.02% | +970 | New |
| FineMark National Bank & Trust | 982 | $281.0K | 0.01% | −45−4.4% | Reduced |
| Gradient Investments LLC | 984 | $281.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 989 | $283.0K | 0.00% | +6+0.6% | Added |
| Ballentine Partners, LLC | 995 | $284.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 998 | $285.0K | 0.00% | +282+39.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,000 | $286.0K | 0.08% | −100−9.1% | Reduced |
| Hallmark Capital Management Inc | 1,000 | $286.0K | 0.02% | −25−2.4% | Reduced |
| S&CO Inc | 1,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $286.0K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $286.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $286.0K | 0.09% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $286.0K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 999 | $286.0K | 0.02% | +999 | New |
| Estabrook Capital Management | 1,000 | $286.0K | 0.04% | 00.0% | Unchanged |
| Capital International Sarl | 1,002 | $287.0K | 0.02% | +1,002 | New |
| Certified Advisory Corp | 1,008 | $288.0K | 0.07% | +1,008 | New |
| Capital Advisors Inc | 1,012 | $289.0K | 0.01% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,010 | $289.0K | 0.15% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,018 | $291.0K | 0.24% | −2−0.2% | Reduced |
| Marcum Wealth, LLC | 1,021 | $292.0K | 0.05% | +9+0.9% | Added |
| Maple Capital Management, Inc. | 929 | $294.0K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,031 | $295.0K | 0.02% | +181+21.3% | Added |
| Parsons Capital Management Inc | 1,039 | $297.0K | 0.02% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,040 | $297.0K | 0.92% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,047 | $299.0K | 0.04% | −38−3.5% | Reduced |
| WoodTrust Financial Corp | 1,057 | $303.0K | 0.08% | +1,057 | New |
| Gofen & Glossberg LLC | 1,064 | $304.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,063 | $304.0K | 0.02% | +7+0.7% | Added |
| Centric Wealth Management | 1,064 | $304.0K | 0.11% | +90+9.2% | Added |
| Weld Capital Management LLC | 1,062 | $304.0K | 0.31% | +1,062 | New |
| Capital Investment Advisory Services, LLC | 1,067 | $305.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,071 | $306.3K | 0.03% | −26−2.4% | Reduced |
| Column Capital Advisors, LLC | 1,077 | $308.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,078 | $308.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,079 | $309.0K | 0.13% | −10−0.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,095 | $313.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,093 | $313.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,100 | $315.0K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,100 | $315.0K | 0.19% | 00.0% | Unchanged |
| Cadence Bank NA | 1,106 | $316.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,105 | $316.0K | 0.03% | +8+0.7% | Added |
| J.W. Cole Advisors, Inc. | 1,109 | $317.0K | 0.02% | −63−5.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,108 | $317.0K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,110 | $317.0K | 0.05% | +59+5.6% | Added |
| United Bank | 1,115 | $319.0K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,118 | $320.0K | 0.02% | +1,118 | New |
| 180 Wealth Advisors, LLC | 1,004 | $320.0K | 0.07% | +1,004 | New |
| Foundry Partners, LLC | 1,123 | $321.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,125 | $322.0K | 0.01% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 1,125 | $322.0K | 2.22% | +1,125 | New |
| Personal Capital Advisors Corp | 1,140 | $326.0K | 0.00% | −39−3.3% | Reduced |
| Corbett Road Capital Management, LLC | 1,142 | $327.0K | 0.58% | −148−11.5% | Reduced |
| 1776 Wealth LLC | 1,156 | $330.0K | 0.19% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,052 | $334.0K | 0.02% | +4+0.4% | Added |
| BBVA USA | 1,167 | $334.0K | 0.02% | +1,167 | New |
| Parallel Advisors, LLC | 1,171 | $335.0K | 0.01% | +75+6.8% | Added |
| Associated Banc-Corp | 1,172 | $335.0K | 0.01% | +1,172 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,175 | $336.0K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,179 | $337.0K | 0.02% | +1,179 | New |
| Brewin Dolphin Ltd | 1,180 | $337.5K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,180 | $338.0K | 0.04% | −1,697−59.0% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $338.0K | 0.08% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,192 | $341.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,206 | $345.0K | 0.02% | −193−13.8% | Reduced |
| Evergreen Capital Management LLC | 1,207 | $345.0K | 0.02% | +19+1.6% | Added |
| Great Lakes Advisors, LLC | 1,209 | $346.0K | 0.01% | −13−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 1,209 | $346.0K | 0.03% | +64+5.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $347.0K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,218 | $348.0K | 0.02% | +250+25.8% | Added |