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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 1,172 | $335.0K | 0.01% | +1,172 | New |
| Lake Street Advisors Group, LLC | 1,052 | $334.0K | 0.02% | +4+0.4% | Added |
| BBVA USA | 1,167 | $334.0K | 0.02% | +1,167 | New |
| 1776 Wealth LLC | 1,156 | $330.0K | 0.19% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 1,142 | $327.0K | 0.58% | −148−11.5% | Reduced |
| Personal Capital Advisors Corp | 1,140 | $326.0K | 0.00% | −39−3.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,125 | $322.0K | 0.01% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 1,125 | $322.0K | 2.22% | +1,125 | New |
| Foundry Partners, LLC | 1,123 | $321.0K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,118 | $320.0K | 0.02% | +1,118 | New |
| 180 Wealth Advisors, LLC | 1,004 | $320.0K | 0.07% | +1,004 | New |
| United Bank | 1,115 | $319.0K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,109 | $317.0K | 0.02% | −63−5.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,108 | $317.0K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,110 | $317.0K | 0.05% | +59+5.6% | Added |
| Cadence Bank NA | 1,106 | $316.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,105 | $316.0K | 0.03% | +8+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,100 | $315.0K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,100 | $315.0K | 0.19% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,095 | $313.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,093 | $313.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,079 | $309.0K | 0.13% | −10−0.9% | Reduced |
| Column Capital Advisors, LLC | 1,077 | $308.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,078 | $308.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,071 | $306.3K | 0.03% | −26−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 1,067 | $305.0K | 0.04% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,064 | $304.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,063 | $304.0K | 0.02% | +7+0.7% | Added |
| Centric Wealth Management | 1,064 | $304.0K | 0.11% | +90+9.2% | Added |
| Weld Capital Management LLC | 1,062 | $304.0K | 0.31% | +1,062 | New |
| WoodTrust Financial Corp | 1,057 | $303.0K | 0.08% | +1,057 | New |
| Checchi Capital Advisers, LLC | 1,047 | $299.0K | 0.04% | −38−3.5% | Reduced |
| Parsons Capital Management Inc | 1,039 | $297.0K | 0.02% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,040 | $297.0K | 0.92% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,031 | $295.0K | 0.02% | +181+21.3% | Added |
| Maple Capital Management, Inc. | 929 | $294.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,021 | $292.0K | 0.05% | +9+0.9% | Added |
| Montis Financial, LLC | 1,018 | $291.0K | 0.24% | −2−0.2% | Reduced |
| Capital Advisors Inc | 1,012 | $289.0K | 0.01% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,010 | $289.0K | 0.15% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $288.0K | 0.07% | +1,008 | New |
| Capital International Sarl | 1,002 | $287.0K | 0.02% | +1,002 | New |
| Estabrook Capital Management | 1,000 | $286.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,000 | $286.0K | 0.08% | −100−9.1% | Reduced |
| Hallmark Capital Management Inc | 1,000 | $286.0K | 0.02% | −25−2.4% | Reduced |
| S&CO Inc | 1,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $286.0K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $286.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $286.0K | 0.09% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $286.0K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 999 | $286.0K | 0.02% | +999 | New |
| Magellan Asset Management Ltd | 998 | $285.0K | 0.00% | +282+39.4% | Added |
| Ballentine Partners, LLC | 995 | $284.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 989 | $283.0K | 0.00% | +6+0.6% | Added |
| FineMark National Bank & Trust | 982 | $281.0K | 0.01% | −45−4.4% | Reduced |
| Gradient Investments LLC | 984 | $281.0K | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 970 | $277.0K | 0.02% | +970 | New |
| Nicolet Bankshares Inc | 966 | $276.0K | 0.07% | −13−1.3% | Reduced |
| Fiducient Advisors LLC | 960 | $275.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 950 | $272.0K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 955 | $271.0K | 0.01% | −845−46.9% | Reduced |
| Marshall & Sullivan Inc | 950 | $271.0K | 0.15% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 934 | $267.0K | 0.18% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 927 | $265.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 926 | $265.0K | 0.11% | +926 | New |
| Bishop & Co Investment Management, LLC | 918 | $263.0K | 0.13% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 920 | $263.0K | 0.19% | +3+0.3% | Added |
| Wealthcare Advisory Partners LLC | 920 | $263.0K | 0.02% | +173+23.2% | Added |
| Altshuler Shaham Ltd | 920 | $263.0K | 0.00% | +920 | New |
| Sadoff Investment Management LLC | 916 | $262.0K | 0.02% | +28+3.2% | Added |
| Key Financial Inc | 851 | $262.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Vermont | 912 | $261.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 909 | $260.0K | 0.11% | −700−43.5% | Reduced |
| Bruderman Asset Management, LLC | 904 | $259.0K | 0.08% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 901 | $258.0K | 0.07% | +5+0.6% | Added |
| Professional Advisory Services Inc | 895 | $256.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 895 | $256.0K | 0.03% | −2−0.2% | Reduced |
| Hudock, Inc. | 888 | $254.0K | 0.08% | +1+0.1% | Added |
| Citizens & Northern Corp | 880 | $252.0K | 0.09% | −80−8.3% | Reduced |
| StrongBox Wealth, LLC | 879 | $251.0K | 0.14% | −70−7.4% | Reduced |
| People's United Financial, Inc. | 868 | $248.0K | 0.01% | −4−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 847 | $246.0K | 0.05% | +2+0.2% | Added |
| Tudor Investment Corp Et Al | 861 | $246.0K | 0.01% | +861 | New |
| FinTrust Capital Advisors, LLC | 854 | $244.0K | 0.06% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 850 | $243.0K | 0.02% | +415+95.4% | Added |
| Sawtooth Solutions, LLC | 850 | $243.0K | 0.05% | +850 | New |
| Bahl & Gaynor Inc | 845 | $242.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 834 | $238.0K | 0.06% | −50−5.7% | Reduced |
| Exane Derivatives | 815 | $237.5K | 0.06% | +676+486.3% | Added |
| CWS Financial Advisors, LLC | 820 | $235.0K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 818 | $234.0K | 0.02% | +818 | New |
| Fragasso Group Inc. | 816 | $233.0K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 811 | $232.0K | 0.02% | −3−0.4% | Reduced |
| V Wealth Advisors LLC | 811 | $231.0K | 0.04% | +811 | New |
| Foster Group, Inc. | 805 | $230.0K | 0.03% | −17−2.1% | Reduced |
| Evermay Wealth Management LLC | 800 | $229.0K | 0.04% | −75−8.6% | Reduced |
| Merriman Wealth Management, LLC | 802 | $229.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 800 | $229.0K | 0.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $229.0K | 0.11% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $229.0K | 0.12% | 00.0% | Unchanged |