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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.

Institutional holdersQ3 2021: 1,037 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ3 2021: $26.9B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2021.

Institutions holding ROK in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Prestige Wealth Management Group LLC1$00.00%00.0%Unchanged
Roble, Belko & Company, Inc3$1.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC4$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC3$1.00K0.00%−2−40.0%Reduced
Carolinas Wealth Consulting LLC4$1.00K0.00%00.0%Unchanged
Cahill Financial Advisors Inc4$1.00K0.00%+4New
Global Financial Private Client, LLC4$1.18K0.00%00.0%Unchanged
Cribstone Capital Management, LLC7$2.00K0.00%−17−70.8%Reduced
Kayne Anderson Rudnick Investment Management LLC8$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC8$2.00K0.00%+2+33.3%Added
Crewe Advisors LLC7$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC5$2.00K0.00%00.0%Unchanged
Atwood & Palmer Inc10$3.00K0.00%00.0%Unchanged
JNBA Financial Advisors9$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$4.00K0.00%−2−12.5%Reduced
Baldwin Brothers Inc12$4.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC12$4.00K0.00%00.0%Unchanged
West Oak Capital, LLC18$5.00K0.00%00.0%Unchanged
Private Capital Group, LLC19$6.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC20$6.00K0.00%+20New
Financial Management Professionals, Inc.25$7.00K0.00%00.0%Unchanged
Leelyn Smith, LLC25$7.00K0.00%+25New
Resolute Partners Group28$8.00K0.00%00.0%Unchanged
Better Money Decisions, LLC28$8.00K0.01%00.0%Unchanged
Systematic Alpha Investments, LLC24$8.00K0.00%+24New
Capital Advisors, Ltd. LLC34$10.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC35$10.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC35$10.0K0.01%+10+40.0%Added
MV Capital Management, Inc.33$10.0K0.00%+13+65.0%Added
Loomis Sayles & Co L P34$10.0K0.00%+34New
Newbridge Financial Services Group, Inc.35$10.0K0.01%+35New
Sutton Wealth Advisors Inc.35$10.3K0.00%+1+2.9%Added
Concord Wealth Partners39$11.0K0.00%−231−85.6%Reduced
Aspire Private Capital, LLC39$11.0K0.00%00.0%Unchanged
Phoenix Wealth Advisors39$11.0K0.01%00.0%Unchanged
CNB Bank36$11.0K0.01%00.0%Unchanged
Creative Financial Designs Inc39$11.0K0.00%+39New
Consolidated Planning Corp36$11.0K0.01%+36New
First Manhattan Co44$12.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC41$12.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors41$12.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp45$13.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC48$14.0K0.00%00.0%Unchanged
Earnest Partners LLC46$14.0K0.00%00.0%Unchanged
Optiver Holding B.V.46$14.0K0.00%+46New
TD Ameritrade Investment Management, LLC68$15.0K0.00%−5−6.8%Reduced
BerganKDV Wealth Management, LLC51$15.0K0.00%+47+1,175.0%Added
Mascoma Wealth Management LLC50$15.0K0.01%+50New
TSFG, LLC55$16.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC56$16.0K0.00%+3+5.7%Added
Glen Eagle Advisors, LLC55$16.2K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC57$17.0K0.00%+1+1.8%Added
Dark Forest Capital Management LP60$18.0K0.01%−567−90.4%Reduced
Lenox Wealth Advisors, LLC60$18.0K0.00%00.0%Unchanged
Ancora Advisors, LLC62$18.0K0.00%+62New
Sargent Bickham Lagudis LLC63$19.0K0.00%+63New
West Paces Advisors Inc.68$20.0K0.01%00.0%Unchanged
Sierra Capital LLC68$20.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.71$20.0K0.00%+54+317.6%Added
Capital Directions Investment Advisors, LLC70$21.0K0.01%+70New
Tarbox Family Office, Inc.75$22.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC75$22.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC78$23.0K0.00%+2+2.6%Added
Parkside Financial Bank & Trust77$23.0K0.01%+10+14.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$24.0K0.00%−33−28.4%Reduced
Essex Investment Management Co LLC80$24.0K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.80$24.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC80$24.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC80$24.0K0.01%00.0%Unchanged
Walleye Trading LLC84$25.0K0.00%+84New
Your Advocates Ltd., LLP90$26.0K0.02%+1+1.1%Added
Monetary Management Group Inc95$28.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC100$29.0K0.01%00.0%Unchanged
Knuff & Co LLC100$29.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC100$29.0K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC100$29.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC100$29.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$29.4K0.04%+100New
IronBridge Private Wealth, LLC107$31.0K0.02%00.0%Unchanged
D'Orazio & Associates, Inc.107$31.0K0.01%+44+69.8%Added
Financial Perspectives, Inc112$32.9K0.02%00.0%Unchanged
South State Corp.115$34.0K0.00%+115New
Bell Investment Advisors, Inc117$34.0K0.01%+117New
Sonora Investment Management, LLC127$37.0K0.00%+100+370.4%Added
SRS Capital Advisors, Inc.130$38.0K0.01%00.0%Unchanged
Danda Trouve Investment Management, Inc.130$38.0K0.05%+130New
Salem Investment Counselors Inc133$39.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.135$39.0K0.00%+35+35.0%Added
Lindbrook Capital, LLC137$40.0K0.01%+9+7.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital138$41.0K0.00%+138New
Security National Trust Co150$43.0K0.01%00.0%Unchanged
CVA Family Office, LLC200$44.0K0.03%−130−39.4%Reduced
Coastal Capital Group, Inc.153$45.0K0.01%00.0%Unchanged
Delta Asset Management LLC165$49.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd167$49.0K0.01%00.0%Unchanged
CenterStar Asset Management, LLC–$49.0K0.04%–New
Anchor Investment Management, LLC170$50.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.171$50.0K0.02%+171New
IAG Wealth Partners, LLC172$51.0K0.02%−34−16.5%Reduced