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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 793 | $227.0K | 0.01% | +793 | New |
| Outlook Wealth Advisors, LLC | 787 | $225.0K | 0.07% | +787 | New |
| NBT Bank N A | 780 | $224.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 784 | $224.0K | 0.02% | +30+4.0% | Added |
| Verition Fund Management LLC | 774 | $221.0K | 0.00% | −3,676−82.6% | Reduced |
| International Assets Investment Management, LLC | 773 | $221.0K | 0.04% | −582−43.0% | Reduced |
| Paragon Capital Management Ltd | 770 | $220.0K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 770 | $220.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 768 | $219.0K | 0.01% | +4+0.5% | Added |
| Hanson & Doremus Investment Management | 989 | $218.0K | 0.07% | +164+19.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 765 | $218.0K | 0.02% | +765 | New |
| Shelton Capital Management | 758 | $217.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 757 | $216.0K | 0.01% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $216.0K | 0.12% | +755 | New |
| Coldstream Capital Management Inc | 755 | $216.0K | 0.01% | +755 | New |
| Johanson Financial Advisors, Inc. | 736 | $216.0K | 0.07% | +736 | New |
| Kohmann Bosshard Financial Services, LLC | 753 | $215.0K | 0.05% | +753 | New |
| Headinvest, LLC | 750 | $214.0K | 0.04% | −75−9.1% | Reduced |
| Univest Financial Corp | 748 | $214.0K | 0.06% | +748 | New |
| Horizon Investments, LLC | 748 | $214.0K | 0.01% | +748 | New |
| Keel Point, LLC | 744 | $213.0K | 0.03% | +744 | New |
| Natixis Investment Managers International | 740 | $211.0K | 0.01% | −19−2.5% | Reduced |
| Hoylecohen, LLC | 736 | $211.0K | 0.02% | +736 | New |
| Burke & Herbert Bank & Trust Co | 735 | $210.0K | 0.13% | +735 | New |
| Aries Wealth Management | 728 | $208.0K | 0.09% | +728 | New |
| First Command Bank | 724 | $207.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 724 | $207.0K | 0.02% | 00.0% | Unchanged |
| Bell Bank | 724 | $207.0K | 0.03% | +724 | New |
| AIA Group Ltd | 714 | $207.0K | 0.01% | +714 | New |
| Financial Advisory Service, Inc. | 720 | $206.0K | 0.02% | +720 | New |
| Hills Bank & Trust Co | 717 | $205.0K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 711 | $203.0K | 0.01% | +711 | New |
| Sabal Trust CO | 705 | $202.0K | 0.01% | +705 | New |
| Mechanics Bank Trust Department | 700 | $200.0K | 0.03% | +700 | New |
| Professional Financial Advisors, LLC | 700 | $199.0K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 671 | $192.0K | 0.03% | +89+15.3% | Added |
| Carroll Financial Associates, Inc. | 656 | $187.0K | 0.01% | +6+0.9% | Added |
| Dark Forest Capital Management LP | 627 | $179.0K | 0.08% | +627 | New |
| Point72 Hong Kong Ltd | 580 | $166.0K | 0.01% | −1,267−68.6% | Reduced |
| McClarren Financial Advisors, Inc. | 531 | $151.0K | 0.12% | +2+0.4% | Added |
| Accel Wealth Management | 511 | $146.0K | 0.10% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 486 | $139.0K | 0.09% | +37+8.2% | Added |
| Quadrant Capital Group LLC | 481 | $138.0K | 0.02% | +55+12.9% | Added |
| AlphaMark Advisors, LLC | 480 | $137.0K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 476 | $136.0K | 0.05% | +476 | New |
| Deseret Mutual Benefit Administrators | 469 | $134.0K | 0.03% | +469 | New |
| Hoover Financial Advisors, Inc. | 448 | $128.0K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 450 | $128.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 430 | $123.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 413 | $118.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 400 | $114.0K | 0.02% | −15−3.6% | Reduced |
| TFC Financial Management | 391 | $112.0K | 0.04% | +29+8.0% | Added |
| Paloma Partners Management Co | 385 | $110.0K | 0.00% | −192−33.3% | Reduced |
| Berman Capital Advisors, LLC | 386 | $110.0K | 0.02% | +35+10.0% | Added |
| Penserra Capital Management LLC | 379 | $108.0K | 0.00% | +90+31.1% | Added |
| Brown Brothers Harriman & Co | 370 | $106.0K | 0.00% | −2−0.5% | Reduced |
| Lake Point Wealth Management | 366 | $105.0K | 0.05% | +366 | New |
| Caldwell Trust Co | 350 | $100.1K | 0.01% | −175−33.3% | Reduced |
| Valley National Advisers Inc | 334 | $96.0K | 0.02% | +31+10.2% | Added |
| CVA Family Office, LLC | 330 | $94.0K | 0.03% | +30+10.0% | Added |
| Enterprise Financial Services Corp | 320 | $92.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 320 | $92.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $91.0K | 0.02% | +11+3.6% | Added |
| Hoese & Co LLP | 316 | $90.0K | 0.10% | −100−24.0% | Reduced |
| Solstein Capital, LLC | 313 | $90.0K | 0.11% | +120+62.2% | Added |
| Sterling Investment Advisors, Ltd. | 300 | $86.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 292 | $84.0K | 0.01% | −5−1.7% | Reduced |
| West Branch Capital LLC | 288 | $82.0K | 0.04% | +288 | New |
| Johnson Financial Group, Inc. | 284 | $81.0K | 0.01% | +100+54.3% | Added |
| Leonteq Securities AG | 274 | $78.4K | 0.01% | −209−43.3% | Reduced |
| KB Financial Partners, LLC | 273 | $78.0K | 0.03% | +6+2.2% | Added |
| Modus Advisors, LLC | 272 | $78.0K | 0.03% | +272 | New |
| Concord Wealth Partners | 270 | $77.0K | 0.02% | +75+38.5% | Added |
| Versant Capital Management, Inc | 265 | $76.0K | 0.03% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 261 | $75.0K | 0.01% | +6+2.4% | Added |
| Lowe Wealth Advisors, LLC | 248 | $71.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 242 | $70.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 235 | $70.0K | 0.06% | +235 | New |
| Whittier Trust Co of Nevada Inc | 233 | $67.0K | 0.00% | +114+95.8% | Added |
| Proequities, Inc. | 214 | $61.0K | 0.00% | +2+0.9% | Added |
| Zions Bancorporation, N.A. | 214 | $61.0K | 0.01% | +4+1.9% | Added |
| IAG Wealth Partners, LLC | 206 | $59.0K | 0.02% | +20+10.8% | Added |
| Glassman Wealth Services | 203 | $58.0K | 0.01% | +10+5.2% | Added |
| Asset Dedication, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 190 | $54.0K | 0.01% | −2,875−93.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 187 | $53.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 187 | $53.0K | 0.01% | +187 | New |
| Motco | 182 | $52.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 180 | $51.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 174 | $50.0K | 0.00% | +174 | New |
| Anchor Investment Management, LLC | 170 | $48.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 165 | $47.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 167 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $46.0K | 0.02% | +29+22.1% | Added |
| State of Wyoming | 156 | $45.0K | 0.03% | −44−22.0% | Reduced |
| Coastal Capital Group, Inc. | 153 | $44.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 133 | $38.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $37.0K | 0.01% | +5+4.1% | Added |