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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
SRS Capital Advisors, Inc.130$37.0K0.01%+130New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC116$33.0K0.00%00.0%Unchanged
Financial Perspectives, Inc112$32.0K0.02%−29,617−99.6%Reduced
IronBridge Private Wealth, LLC107$31.0K0.02%00.0%Unchanged
Logan Capital Management Inc109$31.0K0.00%+109New
Plante Moran Financial Advisors, LLC100$29.0K0.01%−110−52.4%Reduced
Pin Oak Investment Advisors Inc100$29.0K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC100$29.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.100$29.0K0.00%00.0%Unchanged
Knuff & Co LLC100$29.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC100$29.0K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC100$29.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC100$28.6K0.01%00.0%Unchanged
Geneos Wealth Management Inc.100$28.0K0.00%−528−84.1%Reduced
Monetary Management Group Inc95$27.0K0.01%+95New
Your Advocates Ltd., LLP89$26.0K0.02%00.0%Unchanged
FFT Wealth Management LLC88$25.0K0.01%+88New
Essex Investment Management Co LLC80$23.0K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.80$23.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC80$23.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC80$23.0K0.01%+7+9.6%Added
Gemmer Asset Management LLC76$22.0K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.72$21.0K0.00%−34−32.1%Reduced
Tarbox Family Office, Inc.75$21.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC75$21.0K0.01%00.0%Unchanged
WealthShield Partners, LLC74$21.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC73$21.0K0.00%+5+7.4%Added
West Paces Advisors Inc.68$19.4K0.01%00.0%Unchanged
Sierra Capital LLC68$19.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust67$19.0K0.01%+12+21.8%Added
D'Orazio & Associates, Inc.63$18.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC60$17.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC56$16.0K0.00%−1−1.8%Reduced
Savior LLC56$16.0K0.01%00.0%Unchanged
TSFG, LLC55$16.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC55$15.7K0.00%+55New
First Horizon Corp54$15.0K0.00%+7+14.9%Added
Harbor Investment Advisory, LLC53$15.0K0.00%+25+89.3%Added
Kings Point Capital Management50$14.0K0.00%00.0%Unchanged
Parisi Gray Wealth Management49$14.0K0.01%+49New
GPS Wealth Strategies Group, LLC48$14.0K0.00%+48New
Earnest Partners LLC46$13.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp45$13.0K0.00%+45New
Atlas Private Wealth Advisors41$12.0K0.01%−38−48.1%Reduced
First Manhattan Co44$12.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC41$12.0K0.00%+15+57.7%Added
Aspire Private Capital, LLC39$11.0K0.00%00.0%Unchanged
Phoenix Wealth Advisors39$11.0K0.01%+7+21.9%Added
Castleview Partners, LLC39$11.0K0.00%+39New
CNB Bank36$10.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC34$10.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC35$10.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.34$9.72K0.00%00.0%Unchanged
Sonora Investment Management, LLC27$8.00K0.00%00.0%Unchanged
Better Money Decisions, LLC28$8.00K0.01%00.0%Unchanged
Resolute Partners Group28$8.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC26$7.00K0.00%−77−74.8%Reduced
Cribstone Capital Management, LLC24$7.00K0.00%−14−36.8%Reduced
San Francisco Sentry Investment Group (Ca)26$7.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC25$7.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.25$7.00K0.00%+4+19.0%Added
FormulaFolio Investments, LLC22$6.00K0.00%00.0%Unchanged
MV Capital Management, Inc.20$6.00K0.00%+15+300.0%Added
West Oak Capital, LLC18$5.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc18$5.00K0.00%00.0%Unchanged
Private Capital Group, LLC19$5.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.17$4.00K0.00%−36−67.9%Reduced
SOA Wealth Advisors, LLC.16$4.00K0.00%−3−15.8%Reduced
Arkadios Wealth Advisors15$4.00K0.00%00.0%Unchanged
Flagship Private Wealth, LLC12$3.50K0.00%00.0%Unchanged
JNBA Financial Advisors9$3.00K0.00%−25−73.5%Reduced
Baldwin Brothers Inc12$3.00K0.00%00.0%Unchanged
Atwood & Palmer Inc10$3.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC12$3.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$2.00K0.00%00.0%Unchanged
Crewe Advisors LLC7$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC5$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC6$2.00K0.00%+6New
Global Financial Private Client, LLC4$1.14K0.00%00.0%Unchanged
Kelly Financial Services LLC291,870$1.02K0.04%+290,850+28,514.7%Added
Roble, Belko & Company, Inc3$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC4$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$1.00K0.00%+5New
PEAK6 Investments LLC5$1.00K0.00%+5New
Prestige Wealth Management Group LLC1$00.00%00.0%Unchanged
Sofos Investments, Inc.32––−2−5.9%Reduced
CCLA Investment Management Ltd0$00.00%−204,081−100.0%Sold out
Natixis0$00.00%−89,240−100.0%Sold out
Putnam Investments LLC0$00.00%−88,587−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−80,643−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−58,000−100.0%Sold out
Heathbridge Capital Management Ltd.0$00.00%−55,245−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−54,264−100.0%Sold out
Manning & Napier Group, LLC0$00.00%−49,629−100.0%Sold out
Meritage Portfolio Management0$00.00%−42,236−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−35,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−34,242−100.0%Sold out
Holocene Advisors, LP0$00.00%−28,817−100.0%Sold out