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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 6,440 | $1.84M | 0.07% | −45−0.7% | Reduced |
| Fort, L.P. | 6,449 | $1.84M | 0.53% | −69−1.1% | Reduced |
| Pacer Advisors, Inc. | 6,505 | $1.86M | 0.03% | −1,196−15.5% | Reduced |
| GWM Advisors LLC | 6,531 | $1.87M | 0.05% | +1,338+25.8% | Added |
| IFP Advisors, Inc | 6,628 | $1.90M | 0.04% | +202+3.1% | Added |
| Weil Company, Inc. | 6,681 | $1.91M | 0.97% | −65−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,687 | $1.91M | 0.00% | +512+8.3% | Added |
| Kentucky Retirement Systems | 6,759 | $1.93M | 0.09% | −424−5.9% | Reduced |
| Peak Financial Advisors LLC | 6,873 | $1.97M | 1.69% | +6,873 | New |
| Western Wealth Management, LLC | 6,943 | $1.99M | 0.20% | +6,943 | New |
| Benedict Financial Advisors Inc | 6,992 | $2.00M | 0.56% | −46−0.7% | Reduced |
| Wilkinson Global Asset Management LLC | 7,035 | $2.01M | 0.12% | +3,015+75.0% | Added |
| Northwest Investment Counselors, LLC | 7,058 | $2.02M | 0.56% | −15−0.2% | Reduced |
| Deane Retirement Strategies, Inc. | 7,137 | $2.04M | 1.12% | +7,137 | New |
| 44 Wealth Management LLC | 7,167 | $2.05M | 0.79% | −442−5.8% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $2.06M | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,258 | $2.08M | 0.05% | −167−2.2% | Reduced |
| CX Institutional | 7,300 | $2.09M | 0.17% | −201−2.7% | Reduced |
| Everence Capital Management Inc | 7,548 | $2.16M | 0.18% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,620 | $2.18M | 0.10% | +3,974+109.0% | Added |
| FORA Capital, LLC | 7,631 | $2.18M | 0.41% | +4,376+134.4% | Added |
| Ieq Capital, LLC | 7,690 | $2.20M | 0.06% | +5,672+281.1% | Added |
| Cetera Advisor Networks LLC | 7,738 | $2.21M | 0.03% | +2,087+36.9% | Added |
| Pathstone Family Office, LLC | 7,758 | $2.22M | 0.07% | +505+7.0% | Added |
| New Mexico Educational Retirement Board | 7,776 | $2.22M | 0.08% | +400+5.4% | Added |
| Sumitomo Life Insurance Co | 7,832 | $2.24M | 0.07% | −1,714−18.0% | Reduced |
| Colony Group LLC | 7,944 | $2.27M | 0.05% | −3,902−32.9% | Reduced |
| Raymond James Trust N.A. | 7,970 | $2.28M | 0.08% | +85+1.1% | Added |
| Voloridge Investment Management, LLC | 7,992 | $2.29M | 0.02% | +2,943+58.3% | Added |
| Westport Asset Management Inc | 8,000 | $2.29M | 1.01% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 8,020 | $2.29M | 1.21% | −25−0.3% | Reduced |
| MD Financial Management Inc. | 8,025 | $2.29M | 0.07% | +8,025 | New |
| CIBC World Markets Corp | 8,059 | $2.31M | 0.02% | −3,011−27.2% | Reduced |
| Capital International Ltd | 8,372 | $2.40M | 0.13% | +8,372 | New |
| Global Retirement Partners, LLC | 8,561 | $2.45M | 0.25% | +151+1.8% | Added |
| Pinnacle Associates Ltd | 8,650 | $2.47M | 0.04% | −135−1.5% | Reduced |
| MUFG Americas Holdings Corp | 8,753 | $2.50M | 0.05% | −293−3.2% | Reduced |
| Maryland State Retirement & Pension System | 8,867 | $2.52M | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,877 | $2.54M | 0.08% | +1,060+13.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,950 | $2.56M | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 9,271 | $2.65M | 0.08% | −64−0.7% | Reduced |
| Front Row Advisors LLC | 8,586 | $2.70M | 1.11% | −91−1.0% | Reduced |
| Dempze Nancy E | 9,461 | $2.71M | 2.28% | −143−1.5% | Reduced |
| ING Groep NV | 9,533 | $2.73M | 0.04% | +9,533 | New |
| Wesbanco Bank Inc | 9,559 | $2.73M | 0.10% | −376−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,590 | $2.74M | 0.05% | −7,820−44.9% | Reduced |
| Norinchukin Bank, The | 9,620 | $2.75M | 0.04% | −49−0.5% | Reduced |
| Chesley Taft & Associates LLC | 9,665 | $2.76M | 0.16% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,767 | $2.79M | 0.02% | +927+10.5% | Added |
| Private Advisor Group, LLC | 9,900 | $2.83M | 0.02% | +597+6.4% | Added |
| Minot Wealth Management LLC | 9,739 | $2.84M | 0.62% | −214−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.86M | 0.38% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,021 | $2.87M | 0.06% | −100−1.0% | Reduced |
| Tiaa, FSB | 10,103 | $2.89M | 0.01% | −277−2.7% | Reduced |
| Millennium Management LLC | 10,208 | $2.92M | 0.00% | −3,177−23.7% | Reduced |
| CIBC Asset Management Inc | 10,212 | $2.92M | 0.01% | +99+1.0% | Added |
| Sompo Asset Management Co., Ltd. | 10,240 | $2.93M | 0.60% | +200+2.0% | Added |
| Riverbridge Partners LLC | 10,457 | $2.99M | 0.03% | −173−1.6% | Reduced |
| Geneva Partners, LLC | 10,513 | $3.01M | 1.38% | −5,775−35.5% | Reduced |
| USS Investment Management Ltd | 10,598 | $3.03M | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,674 | $3.05M | 0.17% | +2,775+35.1% | Added |
| Quadrature Capital Ltd | 10,775 | $3.08M | 0.12% | +8,704+420.3% | Added |
| Van Eck Associates Corp | 10,830 | $3.10M | 0.01% | +10,368+2,244.2% | Added |
| Eukles Asset Management | 10,887 | $3.11M | 1.73% | +174+1.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,950 | $3.13M | 0.16% | 00.0% | Unchanged |
| Capital International Inc | 11,275 | $3.23M | 0.03% | +11,275 | New |
| Connable Office Inc | 11,570 | $3.31M | 0.46% | +11,570 | New |
| Searle & Co. | 11,988 | $3.43M | 1.40% | +34+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.43M | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 12,105 | $3.46M | 2.10% | −68−0.6% | Reduced |
| CIBC World Markets Inc. | 12,154 | $3.48M | 0.01% | +245+2.1% | Added |
| Sit Investment Associates Inc | 12,250 | $3.50M | 0.09% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,264 | $3.51M | 0.09% | −461−3.6% | Reduced |
| GAM Holding AG | 12,379 | $3.54M | 0.15% | −42−0.3% | Reduced |
| Marketfield Asset Management LLC | 12,498 | $3.58M | 2.64% | 00.0% | Unchanged |
| Papp L Roy & Associates | 12,748 | $3.65M | 0.46% | +50+0.4% | Added |
| CIBC Private Wealth Group, LLC | 13,344 | $3.82M | 0.01% | −299−2.2% | Reduced |
| Davis-Rea Ltd. | 13,412 | $3.84M | 1.90% | +16+0.1% | Added |
| Page Arthur B | 13,458 | $3.85M | 2.74% | +143+1.1% | Added |
| Cohen Lawrence B | 13,503 | $3.86M | 1.97% | −535−3.8% | Reduced |
| Xponance, Inc. | 13,658 | $3.91M | 0.07% | +2,816+26.0% | Added |
| Beese Fulmer Investment Management, Inc. | 13,747 | $3.93M | 0.44% | −40−0.3% | Reduced |
| KWMG, LLC | 14,177 | $4.08M | 0.61% | +393+2.9% | Added |
| Ferguson Wellman Capital Management, Inc | 14,290 | $4.09M | 0.13% | −65,813−82.2% | Reduced |
| Parcion Private Wealth LLC | 14,356 | $4.11M | 0.41% | −529−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,543 | $4.16M | 0.05% | +16+0.1% | Added |
| Gateway Investment Advisers LLC | 14,733 | $4.21M | 0.04% | −48−0.3% | Reduced |
| Fifth Third Bancorp | 14,912 | $4.26M | 0.02% | +348+2.4% | Added |
| Bradley Mark J. | 15,069 | $4.31M | 2.88% | −415−2.7% | Reduced |
| Kestra Advisory Services, LLC | 15,294 | $4.37M | 0.05% | +1,820+13.5% | Added |
| IFM Investors Pty Ltd | 15,419 | $4.41M | 0.09% | +2,318+17.7% | Added |
| Amica Mutual Insurance Co | 15,811 | $4.52M | 0.48% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 15,940 | $4.56M | 1.82% | +80+0.5% | Added |
| Weatherly Asset Management L. P. | 16,001 | $4.58M | 0.58% | −191−1.2% | Reduced |
| Jennison Associates LLC | 16,134 | $4.62M | 0.00% | +16,134 | New |
| Beacon Investment Advisory Services, Inc. | 16,310 | $4.67M | 0.19% | 00.0% | Unchanged |
| M&T Bank Corp | 16,378 | $4.68M | 0.02% | −568−3.4% | Reduced |
| ProShare Advisors LLC | 16,660 | $4.76M | 0.01% | +1,579+10.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,915 | $4.84M | 0.02% | −70−0.4% | Reduced |
| Man Group plc | 16,957 | $4.85M | 0.02% | +11,070+188.0% | Added |