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, Q3 2021
Institutional positions in Rockwell Automation, Inc as of Sep 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
- 1,037
- +61 vs. Q2 2021
- Shares held
- 91.4M
- −1.30M (−1.4%) vs. Q2 2021
- Total value
- $26.9B
- +$460.5M (+1.7%) vs. Q2 2021
- New holders
- 115
- 361 more added
- Sold out
- 54
- 339 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,344,006 | $3.34B | 0.08% | +105,161+0.9% | Added |
| BlackRock Inc. | 9,019,210 | $2.65B | 0.07% | −29,990−0.3% | Reduced |
| State Street Corp | 4,725,520 | $1.39B | 0.07% | −23,727−0.5% | Reduced |
| Capital World Investors | 3,620,216 | $1.06B | 0.18% | +30,169+0.8% | Added |
| Bank of America Corp | 3,126,590 | $919.3M | 0.10% | +832,075+36.3% | Added |
| JPMorgan Chase & Co | 3,063,293 | $900.7M | 0.12% | −244,993−7.4% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 2,753,265 | $809.4M | 3.84% | −170,000−5.8% | Reduced |
| UBS Group AG | 2,487,085 | $731.3M | 0.31% | −106,500−4.1% | Reduced |
| Geode Capital Management, LLC | 2,268,636 | $665.9M | 0.09% | +51,375+2.3% | Added |
| Amundi | 1,507,616 | $443.3M | 0.31% | −50,307−3.2% | Reduced |
| Bank of New York Mellon Corp | 1,469,722 | $432.2M | 0.08% | −2,588−0.2% | Reduced |
| Northern Trust Corp | 1,414,503 | $415.9M | 0.07% | +10,624+0.8% | Added |
| Alliancebernstein L.P. | 1,330,755 | $391.3M | 0.15% | +207,458+18.5% | Added |
| American Century Companies Inc | 1,280,537 | $376.5M | 0.26% | +30,281+2.4% | Added |
| Norges Bank | 1,265,964 | $372.2M | 0.08% | −63,569−4.8% | Reduced |
| Lazard Asset Management LLC | 1,158,852 | $340.7M | 0.38% | −24,806−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,157,419 | $340.3M | 0.21% | −135,627−10.5% | Reduced |
| Goldman Sachs Group Inc | 1,116,482 | $328.3M | 0.08% | +42,375+3.9% | Added |
| Invesco Ltd. | 1,108,899 | $326.1M | 0.08% | −177,127−13.8% | Reduced |
| Janus Henderson Group PLC | 1,086,127 | $319.4M | 0.14% | −70,625−6.1% | Reduced |
| Price T Rowe Associates Inc | 1,078,575 | $317.1M | 0.03% | −99,139−8.4% | Reduced |
| Legal & General Group Plc | 934,068 | $274.7M | 0.09% | +19,341+2.1% | Added |
| Morgan Stanley | 823,061 | $242.0M | 0.03% | −28,872−3.4% | Reduced |
| FMR LLC | 792,451 | $233.0M | 0.02% | −4,147−0.5% | Reduced |
| Franklin Resources Inc | 764,351 | $224.8M | 0.08% | +214,731+39.1% | Added |
| UBS Asset Management Americas Inc | 709,699 | $208.7M | 0.09% | −219,429−23.6% | Reduced |
| Impax Asset Management Group plc | 698,555 | $205.4M | 0.84% | −6,960−1.0% | Reduced |
| Champlain Investment Partners, LLC | 682,591 | $200.7M | 0.96% | +63,539+10.3% | Added |
| Dimensional Fund Advisors LP | 682,209 | $200.6M | 0.06% | +2,137+0.3% | Added |
| Nuveen Asset Management, LLC | 636,838 | $187.3M | 0.06% | −112,096−15.0% | Reduced |
| Bank of Montreal | 554,181 | $165.7M | 0.08% | +15,475+2.9% | Added |
| Swedbank AB | 549,828 | $161.7M | 0.30% | −766−0.1% | Reduced |
| Wells Fargo & Company | 538,620 | $158.4M | 0.04% | +26,525+5.2% | Added |
| Charles Schwab Investment Management Inc | 537,426 | $158.0M | 0.05% | +5,024+0.9% | Added |
| King Luther Capital Management Corp | 527,061 | $155.0M | 0.76% | +5,239+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 490,200 | $144.1M | 0.37% | +74,084+17.8% | Added |
| Swiss National Bank | 458,905 | $134.9M | 0.09% | −14,600−3.1% | Reduced |
| APG Asset Management N.V. | 492,894 | $125.1M | 0.22% | −20,493−4.0% | Reduced |
| Parametric Portfolio Associates LLC | 422,775 | $124.3M | 0.07% | −19,051−4.3% | Reduced |
| Royal Bank of Canada | 363,066 | $106.8M | 0.03% | +13,547+3.9% | Added |
| Envestnet Asset Management Inc | 321,570 | $94.6M | 0.05% | +22,483+7.5% | Added |
| Alleghany Corp | 316,899 | $93.2M | 2.87% | +17,000+5.7% | Added |
| Eagle Asset Management Inc | 304,945 | $89.7M | 0.40% | +2,317+0.8% | Added |
| Blair William & Co | 300,918 | $88.5M | 0.30% | +9,901+3.4% | Added |
| Saturna Capital CORP | 300,000 | $88.2M | 1.77% | 00.0% | Unchanged |
| Primecap Management Co | 287,250 | $84.5M | 0.06% | −580−0.2% | Reduced |
| Credit Suisse AG | 276,222 | $81.2M | 0.07% | +9,616+3.6% | Added |
| Two Sigma Investments, LP | 275,986 | $81.2M | 0.22% | +275,986 | New |
| Deutsche Bank AG | 275,672 | $81.1M | 0.04% | −8,537−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 273,332 | $80.4M | 0.35% | −5,600−2.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 272,732 | $80.2M | 0.13% | −480,133−63.8% | Reduced |
| DekaBank Deutsche Girozentrale | 266,853 | $79.5M | 0.22% | −162,247−37.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 266,653 | $78.4M | 0.49% | +30,166+12.8% | Added |
| Eaton Vance Management | 271,365 | $78.3M | 0.11% | +3,430+1.3% | Added |
| California Public Employees Retirement System | 262,084 | $77.1M | 0.06% | +1,825+0.7% | Added |
| First Trust Advisors LP | 262,032 | $77.0M | 0.08% | −26,940−9.3% | Reduced |
| Fort Pitt Capital Group, LLC | 255,916 | $75.3M | 3.13% | −423−0.2% | Reduced |
| Raymond James & Associates | 244,831 | $72.0M | 0.06% | −1,171−0.5% | Reduced |
| Westfield Capital Management Co LP | 244,459 | $71.9M | 0.43% | −20,521−7.7% | Reduced |
| Candriam Luxembourg S.C.A. | 244,433 | $71.9M | 0.49% | +16,710+7.3% | Added |
| Ninety One UK Ltd | 244,129 | $71.8M | 0.18% | +12,715+5.5% | Added |
| Huntington National Bank | 242,779 | $71.4M | 0.71% | +6,268+2.7% | Added |
| Ardevora Asset Management LLP | 236,068 | $69.4M | 0.88% | −29,600−11.1% | Reduced |
| Baird Financial Group, Inc. | 235,485 | $69.2M | 0.18% | −1,588−0.7% | Reduced |
| AQR Capital Management LLC | 215,282 | $63.3M | 0.12% | +8,862+4.3% | Added |
| National Pension Service | 206,321 | $60.7M | 0.12% | −6,947−3.3% | Reduced |
| California State Teachers Retirement System | 202,609 | $59.6M | 0.08% | −4,498−2.2% | Reduced |
| Rhumbline Advisers | 202,137 | $59.4M | 0.08% | −3,084−1.5% | Reduced |
| Nordea Investment Management AB | 197,958 | $58.9M | 0.08% | −7,323−3.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 194,008 | $57.0M | 3.49% | +1,278+0.7% | Added |
| Victory Capital Management Inc | 191,263 | $56.2M | 0.06% | −12,291−6.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 179,331 | $52.7M | 0.11% | +57,461+47.1% | Added |
| Ameriprise Financial Inc | 176,929 | $52.0M | 0.02% | −20,419−10.3% | Reduced |
| Quilter Plc | 169,690 | $49.9M | 1.39% | +8,786+5.5% | Added |
| Waters Parkerson & Co., LLC | 167,132 | $49.1M | 2.83% | −2,344−1.4% | Reduced |
| Citadel Advisors LLC | 166,782 | $49.0M | 0.05% | +105,280+171.2% | Added |
| Robeco Schweiz AG | 165,000 | $48.5M | 0.70% | 00.0% | Unchanged |
| Barclays PLC | 160,888 | $47.3M | 0.03% | −36,956−18.7% | Reduced |
| Agf Investments Inc. | 160,200 | $47.1M | 0.36% | +36,032+29.0% | Added |
| Gabelli Funds LLC | 152,000 | $44.7M | 0.30% | −3,200−2.1% | Reduced |
| Neuberger Berman Group LLC | 152,220 | $44.5M | 0.04% | −2,780−1.8% | Reduced |
| Principal Financial Group Inc | 150,023 | $44.1M | 0.03% | +2,507+1.7% | Added |
| Fisher Asset Management, LLC | 149,497 | $44.0M | 0.03% | +4,459+3.1% | Added |
| Mairs & Power Inc | 149,187 | $43.9M | 0.44% | −8,440−5.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 147,900 | $43.5M | 0.55% | +5,800+4.1% | Added |
| State Board of Administration of Florida Retirement System | 147,483 | $43.4M | 0.08% | −5,670−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 147,019 | $43.2M | 0.21% | +5,274+3.7% | Added |
| Atalanta Sosnoff Capital, LLC | 144,103 | $42.4M | 0.99% | −467−0.3% | Reduced |
| Jupiter Asset Management Ltd | 143,065 | $42.1M | 0.48% | +58,173+68.5% | Added |
| HSBC Holdings PLC | 141,840 | $42.0M | 0.05% | +18,792+15.3% | Added |
| DnB Asset Management AS | 140,485 | $41.3M | 0.27% | +1,734+1.2% | Added |
| Stephens Investment Management Group LLC | 138,267 | $40.7M | 0.55% | +81+0.1% | Added |
| New York State Common Retirement Fund | 137,758 | $40.5M | 0.04% | +1,112+0.8% | Added |
| Gamco Investors, Inc. Et Al | 135,523 | $39.8M | 0.35% | −3,910−2.8% | Reduced |
| Cookson Peirce & Co Inc | 131,045 | $38.5M | 2.35% | +3,587+2.8% | Added |
| New York State Teachers Retirement System | 125,099 | $36.8M | 0.08% | +1,073+0.9% | Added |
| Great West Life Assurance Co | 121,682 | $36.0M | 0.08% | +3,672+3.1% | Added |
| AXA S.A. | 117,671 | $34.6M | 0.10% | −78,984−40.2% | Reduced |
| Stifel Financial Corp | 117,418 | $34.5M | 0.05% | +40,528+52.7% | Added |
| Wafra Inc. | 116,457 | $34.2M | 1.25% | +1,692+1.5% | Added |