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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 16,972 | $4.85M | 1.83% | −123−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,175 | $4.91M | 0.09% | +2,479+16.9% | Added |
| Creative Planning | 17,370 | $4.97M | 0.01% | −3,437−16.5% | Reduced |
| Metropolitan Life Insurance Co | 17,398 | $4.98M | 0.07% | +260+1.5% | Added |
| Chemung Canal Trust Co | 17,437 | $4.99M | 0.95% | −478−2.7% | Reduced |
| Mutual of America Capital Management LLC | 17,438 | $4.99M | 0.05% | −54−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,471 | $5.00M | 0.06% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 17,579 | $5.03M | 2.50% | +1,242+7.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 17,684 | $5.06M | 0.87% | +17,684 | New |
| Nixon Peabody Trust Co | 17,729 | $5.07M | 1.95% | −2,032−10.3% | Reduced |
| Farmers & Merchants Investments Inc | 18,190 | $5.20M | 0.23% | +230+1.3% | Added |
| Public Sector Pension Investment Board | 18,192 | $5.20M | 0.03% | +7,190+65.4% | Added |
| Mackay Shields LLC | 18,330 | $5.24M | 0.05% | −1,025−5.3% | Reduced |
| Nissay Asset Management Corp | 18,354 | $5.25M | 0.05% | +5,324+40.9% | Added |
| Sandy Spring Bank | 18,579 | $5.31M | 0.28% | +2,080+12.6% | Added |
| Schroder Investment Management Group | 18,764 | $5.37M | 0.01% | −108,464−85.3% | Reduced |
| Vontobel Holding Ltd. | 19,353 | $5.49M | 0.05% | −2,948−13.2% | Reduced |
| Texas Permanent School Fund | 19,284 | $5.52M | 0.06% | −112−0.6% | Reduced |
| Truist Financial Corp | 19,294 | $5.52M | 0.01% | +2,238+13.1% | Added |
| Fiduciary Trust Co | 19,358 | $5.54M | 0.11% | +755+4.1% | Added |
| Lipe & Dalton | 19,358 | $5.54M | 2.88% | +19,358 | New |
| Birch Hill Investment Advisors LLC | 19,593 | $5.60M | 0.30% | +20+0.1% | Added |
| Telos Capital Management, Inc. | 19,634 | $5.62M | 0.74% | +2,190+12.6% | Added |
| Illinois Municipal Retirement Fund | 19,635 | $5.62M | 0.23% | +4,674+31.2% | Added |
| Natixis Advisors, L.P. | 19,838 | $5.67M | 0.03% | +1,462+8.0% | Added |
| Portland Global Advisors LLC | 19,916 | $5.70M | 1.10% | −68−0.3% | Reduced |
| Triasima Portfolio Management inc. | 20,220 | $5.78M | 0.28% | +2,625+14.9% | Added |
| Catalyst Capital Advisors LLC | 20,400 | $5.83M | 0.29% | −900−4.2% | Reduced |
| Daiwa Securities Group Inc. | 20,453 | $5.85M | 0.04% | +318+1.6% | Added |
| State of Tennessee, Treasury Department | 20,675 | $5.91M | 0.02% | −89,369−81.2% | Reduced |
| National Asset Management, Inc. | 20,697 | $5.92M | 0.19% | +19,230+1,310.8% | Added |
| First Republic Investment Management, Inc. | 21,291 | $6.09M | 0.02% | +1,032+5.1% | Added |
| Bank of Nova Scotia | 21,403 | $6.12M | 0.01% | −437−2.0% | Reduced |
| Hexavest Inc. | 21,503 | $6.15M | 0.30% | +12,568+140.7% | Added |
| British Columbia Investment Management Corp | 21,522 | $6.16M | 0.04% | +2,443+12.8% | Added |
| Contravisory Investment Management, Inc. | 21,678 | $6.20M | 1.83% | −118−0.5% | Reduced |
| Susquehanna International Group, LLP | 21,802 | $6.24M | 0.01% | +7,620+53.7% | Added |
| Richard C. Young & CO., LTD. | 22,066 | $6.31M | 0.80% | −329−1.5% | Reduced |
| Utah Retirement Systems | 22,137 | $6.33M | 0.08% | −100−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,183 | $6.34M | 0.06% | −273−1.2% | Reduced |
| Allianz Asset Management GmbH | 22,502 | $6.44M | 0.01% | −20,931−48.2% | Reduced |
| Banque Pictet & Cie SA | 22,749 | $6.51M | 0.07% | −3,539−13.5% | Reduced |
| Nomura Asset Management Co Ltd | 23,032 | $6.59M | 0.04% | −198−0.9% | Reduced |
| SG Americas Securities, LLC | 23,073 | $6.60M | 0.03% | +16,404+246.0% | Added |
| Meitav Dash Investments Ltd | 23,203 | $6.64M | 0.17% | −6,299−21.4% | Reduced |
| Sandler Capital Management | 23,238 | $6.65M | 0.59% | +23,238 | New |
| Douglass Winthrop Advisors, LLC | 23,273 | $6.66M | 0.16% | +114+0.5% | Added |
| Oppenheimer & Co Inc | 23,338 | $6.67M | 0.12% | +1,487+6.8% | Added |
| Quantitative Investment Management, LLC | 23,340 | $6.67M | 0.60% | +13,974+149.2% | Added |
| Notis-McConarty Edward | 23,431 | $6.70M | 2.48% | +156+0.7% | Added |
| Brinker Capital Investments, LLC | 23,501 | $6.72M | 0.09% | +12,116+106.4% | Added |
| Heron Bay Capital Management | 23,646 | $6.76M | 3.74% | −400−1.7% | Reduced |
| Guggenheim Capital LLC | 23,783 | $6.80M | 0.04% | +646+2.8% | Added |
| Captrust Financial Advisors | 23,951 | $6.85M | 0.06% | +3,793+18.8% | Added |
| Regal Wealth Group, Inc. | 24,340 | $6.96M | 4.11% | +29+0.1% | Added |
| Ensign Peak Advisors, Inc | 24,968 | $7.14M | 0.01% | −1,582−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 24,374 | $7.17M | 0.09% | −15,164−38.4% | Reduced |
| Barr E S & Co | 25,241 | $7.22M | 0.52% | −474−1.8% | Reduced |
| Formuepleje A/S | 25,549 | $7.31M | 0.28% | +766+3.1% | Added |
| Korea Investment CORP | 26,200 | $7.49M | 0.02% | −25,500−49.3% | Reduced |
| Zacks Investment Management | 26,382 | $7.55M | 0.12% | +1,821+7.4% | Added |
| Puzo Michael J | 26,626 | $7.62M | 2.37% | +871+3.4% | Added |
| Nisa Investment Advisors, LLC | 26,852 | $7.68M | 0.05% | +2,745+11.4% | Added |
| MetLife Investment Management | 26,912 | $7.70M | 0.07% | −768−2.8% | Reduced |
| Rockland Trust Co | 27,008 | $7.72M | 0.53% | +206+0.8% | Added |
| D.A. Davidson & Co. | 27,313 | $7.81M | 0.09% | −403−1.5% | Reduced |
| HighTower Advisors, LLC | 27,497 | $7.86M | 0.02% | −1,471−5.1% | Reduced |
| Wellington Management Group LLP | 28,077 | $8.03M | 0.00% | +8,046+40.2% | Added |
| Oregon Public Employees Retirement Fund | 28,261 | $8.08M | 0.09% | +6,102+27.5% | Added |
| Spire Wealth Management | 28,398 | $8.14M | 0.22% | +833+3.0% | Added |
| Rockefeller Capital Management L.P. | 29,373 | $8.40M | 0.05% | +7,677+35.4% | Added |
| Amalgamated Bank | 29,605 | $8.47M | 0.07% | +22,885+340.6% | Added |
| Azimuth Capital Management LLC | 29,780 | $8.52M | 0.37% | −405−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 30,571 | $8.74M | 0.70% | +2,090+7.3% | Added |
| Los Angeles Capital Management LLC | 30,622 | $8.76M | 0.04% | −2,907−8.7% | Reduced |
| Bridgewater Associates, LP | 30,725 | $8.79M | 0.06% | +30,725 | New |
| NewEdge Wealth, LLC | 30,880 | $8.83M | 0.67% | +2,641+9.4% | Added |
| Brown Advisory Inc | 30,892 | $8.84M | 0.01% | −32−0.1% | Reduced |
| Unigestion Holding SA | 31,197 | $8.85M | 0.32% | −4,251−12.0% | Reduced |
| Comerica Bank | 28,244 | $8.88M | 0.05% | −887−3.0% | Reduced |
| State of Alaska, Department of Revenue | 31,573 | $9.03M | 0.09% | −2,611−7.6% | Reduced |
| Kidder Stephen W | 31,939 | $9.13M | 2.82% | +123+0.4% | Added |
| State of Michigan Retirement System | 32,029 | $9.16M | 0.05% | +2,900+10.0% | Added |
| M. Kraus & Co | 32,122 | $9.19M | 3.31% | −120−0.4% | Reduced |
| Arizona State Retirement System | 32,544 | $9.31M | 0.08% | −196−0.6% | Reduced |
| Crossvault Capital Management LLC | 30,492 | $9.37M | 2.86% | +256+0.8% | Added |
| Peapack Gladstone Financial Corp | 32,840 | $9.39M | 0.23% | −71−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 34,135 | $9.77M | 0.02% | −9,035−20.9% | Reduced |
| Gulf International Bank (UK) Ltd | 35,184 | $10.1M | 0.13% | −100−0.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 35,209 | $10.1M | 0.41% | +50.0% | Added |
| Moreno Evelyn V | 35,242 | $10.1M | 2.37% | −2,086−5.6% | Reduced |
| Isthmus Partners, LLC | 35,392 | $10.1M | 1.78% | −734−2.0% | Reduced |
| Andra AP-fonden | 36,200 | $10.4M | 0.21% | +2,600+7.7% | Added |
| Palisade Capital Management LLC | 36,310 | $10.4M | 0.23% | +1,269+3.6% | Added |
| Advisors Asset Management, Inc. | 37,075 | $10.6M | 0.15% | −2,526−6.4% | Reduced |
| Broderick Brian C | 37,384 | $10.7M | 2.84% | −27−0.1% | Reduced |
| Forsta Ap-Fonden | 37,600 | $10.8M | 0.13% | −11,100−22.8% | Reduced |
| Premier Fund Managers Ltd | 38,420 | $10.9M | 0.37% | −12,200−24.1% | Reduced |
| American International Group, Inc. | 38,751 | $11.1M | 0.04% | −1,905−4.7% | Reduced |
| NN Investment Partners Holdings N.V. | 38,823 | $11.1M | 0.06% | +1,898+5.1% | Added |