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 |
|---|---|---|---|---|---|
| Madden Securities Corp | 1,885 | $539.0K | 0.28% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,897 | $543.0K | 0.06% | −34−1.8% | Reduced |
| Eqis Capital Management, Inc. | 1,900 | $543.0K | 0.04% | +24+1.3% | Added |
| Stonebridge Capital Advisors LLC | 1,901 | $544.0K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,902 | $544.0K | 0.03% | +10+0.5% | Added |
| World Asset Management Inc | 1,912 | $547.0K | 0.05% | −117−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,916 | $547.0K | 0.01% | −39−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,913 | $547.0K | 0.11% | +1,913 | New |
| IndexIQ Advisors LLC | 1,915 | $548.0K | 0.02% | +56+3.0% | Added |
| Addison Capital Co | 1,924 | $550.0K | 0.27% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,893 | $552.0K | 0.01% | +576+43.7% | Added |
| NEXT Financial Group, Inc | 1,958 | $560.0K | 0.04% | −59−2.9% | Reduced |
| Cooper Financial Group | 1,961 | $561.0K | 0.11% | −1,015−34.1% | Reduced |
| HM Payson & Co | 1,962 | $561.0K | 0.01% | +12+0.6% | Added |
| Chicago Trust Co NA | 1,975 | $564.0K | 0.13% | +815+70.3% | Added |
| MTM Investment Management, LLC | 1,978 | $566.0K | 0.30% | −20−1.0% | Reduced |
| Advisor Resource Council | 1,979 | $566.0K | 0.06% | +1,979 | New |
| Stratos Wealth Advisors, LLC | 1,986 | $568.0K | 0.05% | +1,177+145.5% | Added |
| Charter Trust Co | 1,993 | $570.0K | 0.05% | −8−0.4% | Reduced |
| Chatham Capital Group, Inc. | 1,994 | $570.0K | 0.11% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 2,009 | $570.0K | 0.07% | 00.0% | Unchanged |
| Bluestein R H & Co | 2,000 | $572.0K | 0.02% | −500−20.0% | Reduced |
| New Jersey Better Educational Savings Trust | 2,000 | $572.0K | 1.14% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 2,000 | $572.0K | 0.35% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 2,012 | $575.0K | 0.22% | 00.0% | Unchanged |
| Markston International LLC | 2,021 | $578.0K | 0.35% | −23,999−92.2% | Reduced |
| Ellenbecker Investment Group | 2,040 | $583.0K | 0.19% | +8+0.4% | Added |
| Harfst & Associates, Inc. | 2,049 | $586.0K | 0.17% | −314−13.3% | Reduced |
| Interchange Capital Partners, LLC | 2,059 | $588.0K | 0.91% | −45−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,055 | $588.0K | 0.04% | +102+5.2% | Added |
| Dearborn Partners LLC | 2,074 | $593.0K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,091 | $598.0K | 0.07% | +1,302+165.0% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $601.0K | 0.22% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,106 | $602.0K | 0.02% | +2,106 | New |
| Corient Capital Partners, LLC | 2,108 | $603.0K | 0.04% | +182+9.4% | Added |
| AlphaCrest Capital Management LLC | 2,113 | $604.0K | 0.03% | −4,293−67.0% | Reduced |
| Baldwin Investment Management, LLC | 2,145 | $614.0K | 0.10% | −20−0.9% | Reduced |
| Formidable Asset Management, LLC | 2,096 | $614.0K | 0.13% | −25−1.2% | Reduced |
| STRS Ohio | 2,156 | $616.0K | 0.00% | −1,923−47.1% | Reduced |
| Evoke Wealth, LLC | 2,155 | $616.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,167 | $620.0K | 0.03% | +10.0% | Added |
| TD Private Client Wealth LLC | 2,188 | $625.8K | 0.03% | +68+3.2% | Added |
| Claret Asset Management Corp | 2,231 | $638.0K | 0.10% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 2,236 | $640.0K | 0.01% | +122+5.8% | Added |
| ETF Managers Group, LLC | 2,263 | $642.0K | 0.01% | +127+5.9% | Added |
| Seeyond | 2,257 | $645.0K | 0.06% | +10+0.4% | Added |
| Freestone Capital Holdings, LLC | 2,282 | $653.0K | 0.03% | −357−13.5% | Reduced |
| Washington Trust Bank | 2,298 | $657.0K | 0.08% | −980−29.9% | Reduced |
| Acadian Asset Management LLC | 2,331 | $667.0K | 0.00% | −763−24.7% | Reduced |
| SFMG, LLC | 2,347 | $671.0K | 0.07% | +61+2.7% | Added |
| Edge Capital Group, LLC | 2,350 | $672.0K | 0.05% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,365 | $676.0K | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 2,367 | $677.0K | 0.01% | +123+5.5% | Added |
| Trust Co of Oklahoma | 2,375 | $679.3K | 0.23% | −30−1.2% | Reduced |
| Achmea Investment Management B.V. | 2,383 | $682.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,385 | $682.0K | 0.00% | +647+37.2% | Added |
| Sicart Associates LLC | 2,400 | $686.0K | 0.16% | +50+2.1% | Added |
| Aspen Investment Management Inc | 2,414 | $690.0K | 0.36% | −211−8.0% | Reduced |
| Rafferty Asset Management, LLC | 2,425 | $694.0K | 0.00% | +418+20.8% | Added |
| Marshall Financial Group LLC | 2,437 | $697.0K | 0.38% | +2,437 | New |
| Marietta Investment Partners LLC | 2,456 | $702.0K | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,490 | $712.0K | 0.33% | +44+1.8% | Added |
| Financial Management Network Inc | 2,500 | $713.0K | 0.36% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,514 | $719.0K | 0.05% | +150+6.3% | Added |
| American Portfolios Advisors | 2,528 | $723.1K | 0.03% | +1,850+272.9% | Added |
| Janney Capital Management LLC | 2,531 | $724.0K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,540 | $726.0K | 0.02% | −1,618−38.9% | Reduced |
| Rossmore Private Capital | 2,549 | $729.0K | 0.12% | +26+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 2,344 | $731.0K | 0.03% | −10−0.4% | Reduced |
| Hutchinson Capital Management | 2,569 | $735.0K | 0.18% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,604 | $745.0K | 0.02% | +67+2.6% | Added |
| Castellan Group, LLC | 2,609 | $746.0K | 0.31% | −2,689−50.8% | Reduced |
| Advisors Capital Management, LLC | 2,649 | $758.0K | 0.02% | −38,151−93.5% | Reduced |
| NVWM, LLC | 2,652 | $758.0K | 0.27% | +97+3.8% | Added |
| Amica Retiree Medical Trust | 2,661 | $761.0K | 0.48% | 00.0% | Unchanged |
| Regions Financial Corp | 2,680 | $767.0K | 0.01% | +265+11.0% | Added |
| Massmutual Trust Co FSB | 2,727 | $780.0K | 0.03% | +37+1.4% | Added |
| BP PLC | 2,746 | $785.0K | 0.03% | −1,176−30.0% | Reduced |
| Washington Trust Co | 2,774 | $793.0K | 0.02% | −88−3.1% | Reduced |
| AE Wealth Management LLC | 2,798 | $800.0K | 0.01% | +126+4.7% | Added |
| Ameritas Investment Company, LLC | 2,571 | $808.0K | 0.04% | +739+40.3% | Added |
| MainStreet Investment Advisors LLC | 2,833 | $811.0K | 0.07% | +11+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,203 | $820.0K | 0.02% | −310−20.5% | Reduced |
| Veriti Management LLC | 2,882 | $824.0K | 0.12% | +1,163+67.7% | Added |
| Savant Capital, LLC | 2,935 | $839.0K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,939 | $841.0K | 0.05% | +213+7.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,960 | $847.0K | 0.25% | +2,960 | New |
| RBF Capital, LLC | 3,000 | $858.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,021 | $864.0K | 0.09% | −269−8.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,025 | $865.0K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,027 | $866.0K | 0.06% | −164−5.1% | Reduced |
| JustInvest LLC | 3,037 | $869.0K | 0.09% | −247−7.5% | Reduced |
| Murphy Capital Management Inc | 3,045 | $870.0K | 0.10% | −95−3.0% | Reduced |
| Vestcor Inc | 3,052 | $873.0K | 0.03% | −215−6.6% | Reduced |
| Ziegler Capital Management, LLC | 3,064 | $876.0K | 0.03% | +214+7.5% | Added |
| Cypress Capital Group | 3,074 | $879.0K | 0.12% | −115−3.6% | Reduced |
| Diversified Trust Co | 3,078 | $880.0K | 0.03% | −763−19.9% | Reduced |
| Wedbush Securities Inc | 3,090 | $884.0K | 0.04% | −12−0.4% | Reduced |
| First Midwest Bank Trust Division | 3,105 | $888.0K | 0.12% | −35−1.1% | Reduced |
| Legacy Wealth Partners, Inc. | 3,116 | $891.0K | 0.50% | 00.0% | Unchanged |