Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2021 vs. Q2 2021

How the institutions holding Rockwell Automation, Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of ROK: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders988121,037+61
Shares92.9M157.7K91.4M−1.30M (−1.4%)
Value$26.4B$45.1M$26.9B+$460.5M (+1.7%)

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Rockwell Automation, Inc at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 115 by value.

Institutions new to ROK in Q3 2021
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP275,986$81.2M0.22%
Smith Group Asset Management, LLC77,367$22.8M1.17%
1832 Asset Management L.P.71,123$21.3M0.04%
Two Sigma Advisers, LP60,800$17.9M0.05%
Pictet Asset Management SA58,612$17.2M0.02%
Qube Research & Technologies Ltd52,611$15.5M0.19%
MKP Capital Management, L.L.C.52,000$15.3M2.50%
Wealth Enhancement Advisory Services, LLC44,760$14.1M0.21%
Varma Mutual Pension Insurance Co25,000$7.35M0.11%
Churchill Management Corp20,687$6.08M0.09%
Marshall Wace North America L.P.16,759$4.93M0.02%
Moore Capital Management, LP14,927$4.39M0.09%
Appian Way Asset Management LP14,256$4.19M1.78%
Capital Fund Management S.A.13,323$3.92M0.10%
Tredje AP-fonden12,000$3.53M0.07%
Arabesque Asset Management Ltd8,602$2.53M0.85%
Atom Investors LP8,309$2.44M0.48%
Capula Management Ltd8,060$2.37M0.18%
Americana Partners, LLC7,549$2.22M0.54%
Quantbot Technologies LP7,180$2.11M0.15%
L & S Advisors Inc6,696$1.97M0.21%
Quantamental Technologies LLC6,594$1.94M1.30%
AdvisorShares Investments LLC6,440$1.89M0.30%
Walleye Capital LLC6,176$1.82M0.05%
SRB Corp5,363$1.58M0.09%
Gotham Asset Management, LLC5,312$1.56M0.06%
Legacy Bridge, LLC4,814$1.42M0.82%
Dynamic Technology Lab Private Ltd4,560$1.34M0.16%
Freemont Management S.A.4,000$1.18M0.16%
Moloney Securities Asset Management, LLC3,403$1.00M0.18%
NorthCoast Asset Management LLC3,381$994.0K0.04%
Natixis3,283$965.0K0.00%
WESPAC Advisors, LLC2,665$784.0K0.48%
Parsec Financial Management, Inc.2,331$782.0K0.03%
Strategy Asset Managers LLC2,593$762.0K0.17%
Caxton Associates LP2,071$609.0K0.09%
Liontrust Investment Partners LLP2,023$594.8K0.01%
Apollon Wealth Management, LLC2,006$590.0K0.08%
Pensionfund DSM Netherlands2,000$588.0K0.07%
Maven Securities LTD1,923$565.0K0.06%
Inscription Capital, LLC1,915$563.0K0.18%
Bokf, NA1,909$561.0K0.01%
Gsa Capital Partners LLP1,761$518.0K0.05%
Prudent Investors Network1,761$518.0K0.26%
Assenagon Asset Management S.A.1,738$511.0K0.00%
Partners Group Holding AG1,523$448.0K0.03%
Engineers Gate Manager LP1,477$434.0K0.02%
Bryn Mawr Trust Co1,435$422.0K0.02%
CastleArk Alternatives, LLC1,420$418.0K0.02%
Equitable Holdings, Inc.1,408$414.0K0.01%
Aviance Capital Partners, LLC1,397$411.0K0.07%
Vista Wealth Management Group, LLC1,392$409.0K0.07%
NuWave Investment Management, LLC1,355$398.0K0.45%
Polar Asset Management Partners Inc.1,328$390.0K0.00%
Bridgefront Capital, LLC1,306$384.0K0.40%
Krane Funds Advisors LLC1,299$382.0K0.01%
Cannon Financial Strategists, Inc.1,283$377.2K0.15%
Weiss Multi-Strategy Advisers LLC1,266$372.0K0.01%
Siemens Fonds Invest GmbH1,237$364.0K0.02%
Strong Tower Advisory Services1,141$342.0K0.20%
Red Cedar Investment Management, LLC1,125$331.0K0.04%
Tealwood Asset Management Inc1,120$329.0K0.13%
Merit Financial Group, LLC1,093$321.0K0.03%
Latitude Advisors, LLC1,041$306.0K0.10%
Smithbridge Asset Management Inc1,015$298.0K0.10%
Smart Money Group LLC959$282.0K0.21%
B. Riley Wealth Management, Inc.943$277.0K0.02%
Mission Wealth Management, LP900$265.0K0.01%
Algert Global LLC845$248.0K0.03%
West Family Investments, Inc.823$242.0K0.06%
Capstone Investment Advisors, LLC821$241.0K0.00%
Accurate Wealth Management, LLC807$238.0K0.21%
Mirabella Financial Services LLP755$222.0K0.03%
Wall Street Access Asset Management, LLC747$219.0K0.10%
Keebeck Alpha, LP724$213.0K0.07%
Jump Financial, LLC718$211.0K0.02%
Great Valley Advisor Group, Inc.714$210.0K0.01%
RSM US Wealth Management LLC712$209.0K0.01%
Welch Capital Partners LLC696$205.0K0.05%
RB Capital Management, LLC697$205.0K0.08%
Greenwood Gearhart Inc693$204.0K0.03%
Accredited Investors Inc.683$201.0K0.02%
TrinityPoint Wealth, LLC683$201.0K0.04%
Coastal Investment Advisors, Inc.684$201.0K0.05%
Asahi Life Asset Management Co., Ltd.650$191.0K0.03%
Strategic Asset Management, LLC380$116.0K0.16%
Belpointe Asset Management LLC356$104.0K0.01%
AGF Investments LLC342$101.0K0.01%
Pittenger & Anderson Inc302$89.0K0.00%
PFG Private Wealth Management, LLC282$83.0K0.05%
Hoertkorn Richard Charles250$74.0K0.03%
Newfound Research LLC191$56.0K0.09%
Psagot Value Holdings Ltd. / (Israel)174$51.0K0.01%
Total Clarity Wealth Management, Inc.171$50.0K0.02%
CenterStar Asset Management, LLC–$49.0K0.04%
Maverick Capital LtdSuperinvestorMaverick Capital138$41.0K0.00%
Danda Trouve Investment Management, Inc.130$38.0K0.05%
South State Corp.115$34.0K0.00%
Bell Investment Advisors, Inc117$34.0K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$29.4K0.04%

Sold out (54)

Institutions that held Rockwell Automation, Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of ROK in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Ceredex Value Advisors LLC404,548$115.7M
Shellback Capital, LP183,287$52.4M
Adage Capital Partners GP, L.L.C.126,384$36.1M
Lord, Abbett & Co. LLC77,860$22.3M
AustralianSuper Pty Ltd76,254$21.8M
Palisade Capital Management LLC36,310$10.4M
Bridgewater Associates, LP30,725$8.79M
Jennison Associates LLC16,134$4.62M
Amica Mutual Insurance Co15,811$4.52M
Quadrature Capital Ltd10,775$3.08M
Blueshift Asset Management, LLC10,674$3.05M
Tiaa, FSB10,103$2.89M
Winton Group Ltd5,845$1.67M
Donoghue Forlines LLC4,468$1.28M
Group One Trading, L.P.3,352$959.0K
Cypress Capital Group3,074$879.0K
BP PLC2,746$785.0K
Amica Retiree Medical Trust2,661$761.0K
Castellan Group, LLC2,609$746.0K
Eqis Capital Management, Inc.1,900$543.0K
Madden Securities Corp1,885$539.0K
Lombard Odier Asset Management (Switzerland) SA1,785$511.0K
Alberta Investment Management Corp1,700$486.0K
Meiji Yasuda Life Insurance Co1,672$478.0K
Wintrust Investments LLC1,510$432.0K
PVG Asset Management Corp1,469$420.2K
Mainstay Capital Management LLC1,455$416.0K
IHT Wealth Management, LLC1,179$337.0K
Lake Street Advisors Group, LLC1,052$334.0K
Cadence Bank NA1,106$316.0K
Weld Capital Management LLC1,062$304.0K
Montis Financial, LLC1,018$291.0K
Westshore Wealth, LLC1,010$289.0K
Interval Partners, LP970$277.0K
Campbell & CO Investment Adviser LLC909$260.0K
StrongBox Wealth, LLC879$251.0K
Annex Advisory Services, LLC818$234.0K
V Wealth Advisors LLC811$231.0K
Crescent Capital Consulting, LLC800$229.0K
Coldstream Capital Management Inc755$216.0K
Univest Financial Corp748$214.0K
Red Door Wealth Management, LLC476$136.0K
Dividend Assets Capital, LLC400$114.0K
Paloma Partners Management Co385$110.0K
Enterprise Financial Services Corp320$92.0K
Modus Advisors, LLC272$78.0K
KB Financial Partners, LLC273$78.0K
Strategic Blueprint, LLC187$53.0K
Pin Oak Investment Advisors Inc100$29.0K
FFT Wealth Management LLC88$25.0K
WealthShield Partners, LLC74$21.0K
Savior LLC56$16.0K
Parisi Gray Wealth Management49$14.0K
Flagship Private Wealth, LLC12$3.50K

Not filed for Q3 2021 yet (12)

Institutions that held Rockwell Automation, Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Smith Asset Management Group LP84,149$24.1M
Pictet Asset Management Ltd59,620$17.1M
Western Wealth Management, LLC6,943$1.99M
Legacy Wealth Partners, Inc.3,116$891.0K
QS Investors, LLC1,250$358.0K
CWM, LLC1,227$351.0K
CWS Financial Advisors, LLC820$235.0K
Hoover Financial Advisors, Inc.448$128.0K
First Horizon Corp54$15.0K
Castleview Partners, LLC39$11.0K
San Francisco Sentry Investment Group (Ca)26$7.00K
FormulaFolio Investments, LLC22$6.00K