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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 14,733 | $4.21M | 0.04% | −48−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,543 | $4.16M | 0.05% | +16+0.1% | Added |
| Parcion Private Wealth LLC | 14,356 | $4.11M | 0.41% | −529−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,290 | $4.09M | 0.13% | −65,813−82.2% | Reduced |
| KWMG, LLC | 14,177 | $4.08M | 0.61% | +393+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 13,747 | $3.93M | 0.44% | −40−0.3% | Reduced |
| Xponance, Inc. | 13,658 | $3.91M | 0.07% | +2,816+26.0% | Added |
| Cohen Lawrence B | 13,503 | $3.86M | 1.97% | −535−3.8% | Reduced |
| Page Arthur B | 13,458 | $3.85M | 2.74% | +143+1.1% | Added |
| Davis-Rea Ltd. | 13,412 | $3.84M | 1.90% | +16+0.1% | Added |
| CIBC Private Wealth Group, LLC | 13,344 | $3.82M | 0.01% | −299−2.2% | Reduced |
| Papp L Roy & Associates | 12,748 | $3.65M | 0.46% | +50+0.4% | Added |
| Marketfield Asset Management LLC | 12,498 | $3.58M | 2.64% | 00.0% | Unchanged |
| GAM Holding AG | 12,379 | $3.54M | 0.15% | −42−0.3% | Reduced |
| Hartford Investment Management Co | 12,264 | $3.51M | 0.09% | −461−3.6% | Reduced |
| Sit Investment Associates Inc | 12,250 | $3.50M | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,154 | $3.48M | 0.01% | +245+2.1% | Added |
| Garrison Asset Management, LLC | 12,105 | $3.46M | 2.10% | −68−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.43M | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 11,988 | $3.43M | 1.40% | +34+0.3% | Added |
| Connable Office Inc | 11,570 | $3.31M | 0.46% | +11,570 | New |
| Capital International Inc | 11,275 | $3.23M | 0.03% | +11,275 | New |
| Nippon Life Global Investors Americas, Inc. | 10,950 | $3.13M | 0.16% | 00.0% | Unchanged |
| Eukles Asset Management | 10,887 | $3.11M | 1.73% | +174+1.6% | Added |
| Van Eck Associates Corp | 10,830 | $3.10M | 0.01% | +10,368+2,244.2% | Added |
| Quadrature Capital Ltd | 10,775 | $3.08M | 0.12% | +8,704+420.3% | Added |
| Blueshift Asset Management, LLC | 10,674 | $3.05M | 0.17% | +2,775+35.1% | Added |
| USS Investment Management Ltd | 10,598 | $3.03M | 0.02% | 00.0% | Unchanged |
| Geneva Partners, LLC | 10,513 | $3.01M | 1.38% | −5,775−35.5% | Reduced |
| Riverbridge Partners LLC | 10,457 | $2.99M | 0.03% | −173−1.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,240 | $2.93M | 0.60% | +200+2.0% | Added |
| CIBC Asset Management Inc | 10,212 | $2.92M | 0.01% | +99+1.0% | Added |
| Millennium Management LLC | 10,208 | $2.92M | 0.00% | −3,177−23.7% | Reduced |
| Tiaa, FSB | 10,103 | $2.89M | 0.01% | −277−2.7% | Reduced |
| Securian Asset Management, Inc | 10,021 | $2.87M | 0.06% | −100−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.86M | 0.38% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 9,739 | $2.84M | 0.62% | −214−2.2% | Reduced |
| Private Advisor Group, LLC | 9,900 | $2.83M | 0.02% | +597+6.4% | Added |
| MML Investors Services, LLC | 9,767 | $2.79M | 0.02% | +927+10.5% | Added |
| Chesley Taft & Associates LLC | 9,665 | $2.76M | 0.16% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,620 | $2.75M | 0.04% | −49−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,590 | $2.74M | 0.05% | −7,820−44.9% | Reduced |
| Wesbanco Bank Inc | 9,559 | $2.73M | 0.10% | −376−3.8% | Reduced |
| ING Groep NV | 9,533 | $2.73M | 0.04% | +9,533 | New |
| Dempze Nancy E | 9,461 | $2.71M | 2.28% | −143−1.5% | Reduced |
| Front Row Advisors LLC | 8,586 | $2.70M | 1.11% | −91−1.0% | Reduced |
| Hancock Whitney Corp | 9,271 | $2.65M | 0.08% | −64−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,950 | $2.56M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,877 | $2.54M | 0.08% | +1,060+13.6% | Added |
| Maryland State Retirement & Pension System | 8,867 | $2.52M | 0.08% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 8,753 | $2.50M | 0.05% | −293−3.2% | Reduced |
| Pinnacle Associates Ltd | 8,650 | $2.47M | 0.04% | −135−1.5% | Reduced |
| Global Retirement Partners, LLC | 8,561 | $2.45M | 0.25% | +151+1.8% | Added |
| Capital International Ltd | 8,372 | $2.40M | 0.13% | +8,372 | New |
| CIBC World Markets Corp | 8,059 | $2.31M | 0.02% | −3,011−27.2% | Reduced |
| MD Financial Management Inc. | 8,025 | $2.29M | 0.07% | +8,025 | New |
| Orser Capital Management, LLC | 8,020 | $2.29M | 1.21% | −25−0.3% | Reduced |
| Westport Asset Management Inc | 8,000 | $2.29M | 1.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 7,992 | $2.29M | 0.02% | +2,943+58.3% | Added |
| Raymond James Trust N.A. | 7,970 | $2.28M | 0.08% | +85+1.1% | Added |
| Colony Group LLC | 7,944 | $2.27M | 0.05% | −3,902−32.9% | Reduced |
| Sumitomo Life Insurance Co | 7,832 | $2.24M | 0.07% | −1,714−18.0% | Reduced |
| New Mexico Educational Retirement Board | 7,776 | $2.22M | 0.08% | +400+5.4% | Added |
| Pathstone Family Office, LLC | 7,758 | $2.22M | 0.07% | +505+7.0% | Added |
| Cetera Advisor Networks LLC | 7,738 | $2.21M | 0.03% | +2,087+36.9% | Added |
| Ieq Capital, LLC | 7,690 | $2.20M | 0.06% | +5,672+281.1% | Added |
| FORA Capital, LLC | 7,631 | $2.18M | 0.41% | +4,376+134.4% | Added |
| Banque Cantonale Vaudoise | 7,620 | $2.18M | 0.10% | +3,974+109.0% | Added |
| Everence Capital Management Inc | 7,548 | $2.16M | 0.18% | 00.0% | Unchanged |
| CX Institutional | 7,300 | $2.09M | 0.17% | −201−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 7,258 | $2.08M | 0.05% | −167−2.2% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $2.06M | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,167 | $2.05M | 0.79% | −442−5.8% | Reduced |
| Deane Retirement Strategies, Inc. | 7,137 | $2.04M | 1.12% | +7,137 | New |
| Northwest Investment Counselors, LLC | 7,058 | $2.02M | 0.56% | −15−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 7,035 | $2.01M | 0.12% | +3,015+75.0% | Added |
| Benedict Financial Advisors Inc | 6,992 | $2.00M | 0.56% | −46−0.7% | Reduced |
| Western Wealth Management, LLC | 6,943 | $1.99M | 0.20% | +6,943 | New |
| Peak Financial Advisors LLC | 6,873 | $1.97M | 1.69% | +6,873 | New |
| Kentucky Retirement Systems | 6,759 | $1.93M | 0.09% | −424−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,687 | $1.91M | 0.00% | +512+8.3% | Added |
| Weil Company, Inc. | 6,681 | $1.91M | 0.97% | −65−1.0% | Reduced |
| IFP Advisors, Inc | 6,628 | $1.90M | 0.04% | +202+3.1% | Added |
| GWM Advisors LLC | 6,531 | $1.87M | 0.05% | +1,338+25.8% | Added |
| Pacer Advisors, Inc. | 6,505 | $1.86M | 0.03% | −1,196−15.5% | Reduced |
| Fort, L.P. | 6,449 | $1.84M | 0.53% | −69−1.1% | Reduced |
| Tiedemann Advisors, LLC | 6,440 | $1.84M | 0.07% | −45−0.7% | Reduced |
| Acropolis Investment Management, LLC | 6,314 | $1.81M | 0.18% | +85+1.4% | Added |
| PFG Advisors | 6,257 | $1.79M | 0.21% | +25+0.4% | Added |
| Mercer Global Advisors Inc | 6,154 | $1.76M | 0.01% | +463+8.1% | Added |
| North Star Investment Management Corp. | 6,132 | $1.75M | 0.14% | +4,500+275.7% | Added |
| Thrivent Financial for Lutherans | 6,089 | $1.74M | 0.00% | +49+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,048 | $1.73M | 0.02% | −41−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.72M | 0.56% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,872 | $1.69M | 0.14% | +1,243+26.9% | Added |
| Winton Group Ltd | 5,845 | $1.67M | 0.09% | +1,266+27.6% | Added |
| Beck Bode, LLC | 5,840 | $1.67M | 0.46% | +5,840 | New |
| Vectors Research Management, LLC | 5,713 | $1.63M | 0.42% | +559+10.8% | Added |
| HNP Capital LLC | 5,713 | $1.63M | 0.43% | +587+11.5% | Added |
| Wealthfront Advisers LLC | 5,636 | $1.61M | 0.01% | −67−1.2% | Reduced |