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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,567 | $496.0K | 0.03% | +682+77.1% | Added |
| Lincoln National Corp | 1,730 | $495.0K | 0.01% | −136−7.3% | Reduced |
| Alberta Investment Management Corp | 1,700 | $486.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,690 | $483.0K | 0.05% | −73−4.1% | Reduced |
| Community Bank, N.A. | 1,675 | $479.0K | 0.06% | −700−29.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,672 | $478.0K | 0.01% | −825−33.0% | Reduced |
| Profund Advisors LLC | 1,659 | $475.0K | 0.02% | +67+4.2% | Added |
| Middleton & Co Inc | 1,650 | $472.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,647 | $471.0K | 0.02% | +1+0.1% | Added |
| Cobblestone Capital Advisors LLC | 1,645 | $471.0K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,645 | $470.0K | 0.01% | −25−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,639 | $469.0K | 0.00% | +206+14.4% | Added |
| Mutual Advisors, LLC | 1,632 | $467.0K | 0.03% | −18−1.1% | Reduced |
| Fort Point Capital Partners LLC | 1,634 | $467.0K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,632 | $466.0K | 0.04% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,608 | $460.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,607 | $460.0K | 0.01% | +191+13.5% | Added |
| Hunter Associates Investment Management LLC | 1,600 | $458.0K | 0.14% | −955−37.4% | Reduced |
| Fred Alger Management, LLC | 1,603 | $458.0K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,600 | $458.0K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,600 | $458.0K | 0.06% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,592 | $456.0K | 0.21% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,575 | $450.0K | 0.03% | −994−38.7% | Reduced |
| Patron Partners Advisors, LLC | 1,543 | $441.0K | 0.33% | −183−10.6% | Reduced |
| Jupiter Wealth Management LLC | 1,400 | $440.0K | 0.21% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,533 | $439.0K | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,531 | $438.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,520 | $435.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 1,517 | $434.0K | 0.01% | −136−8.2% | Reduced |
| Montag A & Associates Inc | 1,515 | $433.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,510 | $432.0K | 0.04% | −8−0.5% | Reduced |
| Evercore Wealth Management, LLC | 1,512 | $432.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,511 | $432.0K | 0.16% | +12+0.8% | Added |
| Jones Financial Companies LLLP | 1,510 | $432.0K | 0.00% | +1,430+1,787.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,507 | $431.0K | 0.02% | −110−6.8% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $429.0K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $429.0K | 0.19% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $429.0K | 0.20% | +1,500 | New |
| Meeder Asset Management Inc | 1,488 | $426.0K | 0.02% | +646+76.7% | Added |
| Enterprise Bank & Trust Co | 1,483 | $424.0K | 0.17% | 00.0% | Unchanged |
| Covington Capital Management | 1,480 | $423.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,480 | $423.0K | 0.01% | +150+11.3% | Added |
| Smithfield Trust Co | 1,477 | $422.0K | 0.03% | −2,257−60.4% | Reduced |
| Clarius Group, LLC | 1,471 | $421.0K | 0.04% | +16+1.1% | Added |
| PVG Asset Management Corp | 1,469 | $420.2K | 1.31% | +1,469 | New |
| CAPROCK Group, Inc. | 1,459 | $417.0K | 0.04% | −307−17.4% | Reduced |
| Mainstay Capital Management LLC | 1,455 | $416.0K | 0.10% | +5+0.3% | Added |
| Summit Financial, LLC | 1,451 | $415.0K | 0.04% | +1,451 | New |
| Change Path, LLC | 1,440 | $412.0K | 0.03% | +128+9.8% | Added |
| AMJ Financial Wealth Management | 1,432 | $410.0K | 0.18% | +251+21.3% | Added |
| Versor Investments LP | 1,428 | $408.0K | 0.01% | +624+77.6% | Added |
| Castleark Management LLC | 1,420 | $406.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,409 | $403.0K | 0.01% | −9,921−87.6% | Reduced |
| Toroso Investments, LLC | 1,409 | $403.0K | 0.02% | +589+71.8% | Added |
| Benjamin Edwards Inc | 1,407 | $402.0K | 0.28% | +1,407 | New |
| Verity Asset Management, Inc. | 1,402 | $401.0K | 0.22% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $400.0K | 0.26% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,391 | $398.0K | 0.06% | +207+17.5% | Added |
| Beaton Management Co. Inc. | 1,390 | $398.0K | 0.25% | +1,390 | New |
| Equitable Trust Co | 1,385 | $396.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 1,382 | $395.0K | 0.02% | +233+20.3% | Added |
| Tiemann Investment Advisors, LLC | 1,366 | $391.0K | 0.18% | −89−6.1% | Reduced |
| Atticus Wealth Management, LLC | 1,360 | $389.0K | 0.17% | +375+38.1% | Added |
| Federated Hermes, Inc. | 1,354 | $387.0K | 0.00% | −21,012−93.9% | Reduced |
| Jane Street Group, LLC | 1,335 | $382.0K | 0.00% | −19,548−93.6% | Reduced |
| Chilton Capital Management LLC | 1,322 | $378.0K | 0.02% | +29+2.2% | Added |
| Andesa Financial Management Inc. | 1,310 | $376.0K | 0.11% | −221−14.4% | Reduced |
| Alps Advisors Inc | 1,312 | $375.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 1,304 | $373.0K | 0.03% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,301 | $372.0K | 0.03% | −12−0.9% | Reduced |
| Bailard, Inc. | 1,300 | $372.0K | 0.01% | +25+2.0% | Added |
| Valley Brook Capital Group | 1,300 | $371.0K | 0.35% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,261 | $361.0K | 0.16% | +13+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,255 | $359.0K | 0.01% | +161+14.7% | Added |
| Capital City Trust Co | 1,250 | $358.0K | 0.11% | −1,900−60.3% | Reduced |
| QS Investors, LLC | 1,250 | $358.0K | 0.00% | −797−38.9% | Reduced |
| Ritholtz Wealth Management | 1,253 | $358.0K | 0.03% | −62−4.7% | Reduced |
| Nations Financial Group Inc, | 1,251 | $358.0K | 0.06% | +1,251 | New |
| Aurora Private Wealth, Inc. | 1,247 | $357.0K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,245 | $356.0K | 0.04% | −31−2.4% | Reduced |
| Sentry Investment Management LLC | 1,242 | $355.0K | 0.09% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,233 | $353.0K | 0.11% | +11+0.9% | Added |
| 9258 Wealth Management, LLC | 1,232 | $352.0K | 0.09% | +52+4.4% | Added |
| CWM, LLC | 1,227 | $351.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,102 | $351.0K | 0.08% | +1,092+10,920.0% | Added |
| Steinberg Asset Management LLC | 1,223 | $350.0K | 0.36% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,220 | $349.0K | 0.01% | −143−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,218 | $348.0K | 0.02% | +250+25.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $347.0K | 0.11% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,209 | $346.0K | 0.01% | −13−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 1,209 | $346.0K | 0.03% | +64+5.6% | Added |
| Linscomb & Williams, Inc. | 1,206 | $345.0K | 0.02% | −193−13.8% | Reduced |
| Evergreen Capital Management LLC | 1,207 | $345.0K | 0.02% | +19+1.6% | Added |
| Crescent Grove Advisors, LLC | 1,192 | $341.0K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,180 | $338.0K | 0.04% | −1,697−59.0% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $338.0K | 0.08% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,180 | $337.5K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,179 | $337.0K | 0.02% | +1,179 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,175 | $336.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,171 | $335.0K | 0.01% | +75+6.8% | Added |