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 |
|---|---|---|---|---|---|
| Psagot Investment House Ltd. | 174 | $51.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 174 | $51.0K | 0.01% | +174 | New |
| Pinnacle Bancorp, Inc. | 176 | $52.0K | 0.02% | +16+10.0% | Added |
| Bourgeon Capital Management LLC | 180 | $53.0K | 0.01% | −10−5.3% | Reduced |
| Howe & Rusling Inc | 180 | $53.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $54.0K | 0.00% | −100−35.2% | Reduced |
| Motco | 182 | $54.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 184 | $54.0K | 0.03% | +28+17.9% | Added |
| Arkadios Wealth Advisors | 187 | $54.0K | 0.01% | +172+1,146.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 187 | $55.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 191 | $56.0K | 0.09% | +191 | New |
| Asset Dedication, LLC | 200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $59.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 210 | $62.0K | 0.00% | +101+92.7% | Added |
| West Branch Capital LLC | 213 | $63.0K | 0.03% | −75−26.0% | Reduced |
| Zions Bancorporation, N.A. | 214 | $63.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 219 | $64.0K | 0.00% | +5+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 233 | $69.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 238 | $70.0K | 0.01% | +35+17.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $71.0K | 0.00% | −47,000−99.5% | Reduced |
| Wolff Wiese Magana LLC | 242 | $71.0K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $73.0K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 250 | $74.0K | 0.03% | +250 | New |
| Versant Capital Management, Inc | 267 | $79.0K | 0.03% | +2+0.8% | Added |
| Clearstead Advisors, LLC | 275 | $81.0K | 0.01% | +14+5.4% | Added |
| PFG Private Wealth Management, LLC | 282 | $83.0K | 0.05% | +282 | New |
| Sterling Investment Advisors, Ltd. | 300 | $88.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $88.0K | 0.01% | +200+200.0% | Added |
| Pittenger & Anderson Inc | 302 | $89.0K | 0.00% | +302 | New |
| Hoese & Co LLP | 316 | $93.0K | 0.10% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 320 | $94.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 323 | $95.0K | 0.01% | +4+1.3% | Added |
| Solstein Capital, LLC | 328 | $96.0K | 0.06% | +15+4.8% | Added |
| Focused Wealth Management, Inc | 338 | $99.0K | 0.02% | +320+1,777.8% | Added |
| Eagle Bay Advisors LLC | 346 | $101.0K | 0.06% | +111+47.2% | Added |
| AGF Investments LLC | 342 | $101.0K | 0.01% | +342 | New |
| Caldwell Trust Co | 350 | $102.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 351 | $103.0K | 0.02% | +17+5.1% | Added |
| Kings Point Capital Management | 350 | $103.0K | 0.01% | +300+600.0% | Added |
| Belpointe Asset Management LLC | 356 | $104.0K | 0.01% | +356 | New |
| Exchange Traded Concepts, LLC | 364 | $107.0K | 0.00% | +338+1,300.0% | Added |
| Lake Point Wealth Management | 366 | $108.0K | 0.05% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 380 | $116.0K | 0.16% | +380 | New |
| Tobam | 413 | $121.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 419 | $123.0K | 0.00% | +40+10.6% | Added |
| Private Ocean, LLC | 430 | $126.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 429 | $126.0K | 0.02% | +43+11.1% | Added |
| Brown Brothers Harriman & Co | 435 | $128.0K | 0.00% | +65+17.6% | Added |
| Edge Wealth Management LLC | 450 | $132.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 471 | $138.0K | 0.09% | −15−3.1% | Reduced |
| TFC Financial Management | 471 | $138.0K | 0.05% | +80+20.5% | Added |
| AlphaMark Advisors, LLC | 481 | $141.0K | 0.05% | +1+0.2% | Added |
| Leonteq Securities AG | 485 | $142.6K | 0.01% | +211+77.0% | Added |
| Accel Wealth Management | 500 | $147.0K | 0.09% | −11−2.2% | Reduced |
| MCF Advisors LLC | 510 | $150.0K | 0.02% | +218+74.7% | Added |
| JFS Wealth Advisors, LLC | 520 | $153.0K | 0.02% | +420+420.0% | Added |
| McClarren Financial Advisors, Inc. | 532 | $156.0K | 0.12% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 537 | $158.0K | 0.02% | +56+11.6% | Added |
| Natixis Investment Managers International | 557 | $163.0K | 0.01% | −183−24.7% | Reduced |
| Federated Hermes, Inc. | 594 | $175.0K | 0.00% | −760−56.1% | Reduced |
| First Command Bank | 624 | $184.0K | 0.03% | −100−13.8% | Reduced |
| First Command Financial Services, Inc. | 624 | $184.0K | 0.03% | −100−13.8% | Reduced |
| Altshuler Shaham Ltd | 640 | $189.0K | 0.00% | −280−30.4% | Reduced |
| Evermay Wealth Management LLC | 644 | $189.0K | 0.04% | −156−19.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 650 | $191.0K | 0.03% | +650 | New |
| Carroll Financial Associates, Inc. | 657 | $193.0K | 0.01% | +1+0.2% | Added |
| Tradition Wealth Management, LLC | 673 | $198.0K | 0.03% | +2+0.3% | Added |
| Accredited Investors Inc. | 683 | $201.0K | 0.02% | +683 | New |
| TrinityPoint Wealth, LLC | 683 | $201.0K | 0.04% | +683 | New |
| Coastal Investment Advisors, Inc. | 684 | $201.0K | 0.05% | +684 | New |
| Greenwood Gearhart Inc | 693 | $204.0K | 0.03% | +693 | New |
| Welch Capital Partners LLC | 696 | $205.0K | 0.05% | +696 | New |
| RB Capital Management, LLC | 697 | $205.0K | 0.08% | +697 | New |
| Beacon Pointe Advisors, LLC | 700 | $206.0K | 0.01% | −93−11.7% | Reduced |
| Mechanics Bank Trust Department | 700 | $206.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $206.0K | 0.12% | 00.0% | Unchanged |
| Sabal Trust CO | 705 | $207.0K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 711 | $209.0K | 0.06% | −1,268−64.1% | Reduced |
| RSM US Wealth Management LLC | 712 | $209.0K | 0.01% | +712 | New |
| Great Valley Advisor Group, Inc. | 714 | $210.0K | 0.01% | +714 | New |
| Sadoff Investment Management LLC | 716 | $211.0K | 0.01% | −200−21.8% | Reduced |
| Hills Bank & Trust Co | 717 | $211.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 718 | $211.0K | 0.02% | +718 | New |
| Bell Bank | 724 | $213.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 724 | $213.0K | 0.07% | +724 | New |
| Central Trust Co | 728 | $214.0K | 0.01% | −29−3.8% | Reduced |
| Hoylecohen, LLC | 736 | $216.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 735 | $216.0K | 0.14% | 00.0% | Unchanged |
| Aries Wealth Management | 733 | $216.0K | 0.09% | +5+0.7% | Added |
| Johanson Financial Advisors, Inc. | 738 | $217.0K | 0.07% | +2+0.3% | Added |
| Wall Street Access Asset Management, LLC | 747 | $219.0K | 0.10% | +747 | New |
| Keel Point, LLC | 748 | $220.0K | 0.03% | +4+0.5% | Added |
| Argent Advisors, Inc. | 750 | $221.0K | 0.13% | −350−31.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 753 | $221.0K | 0.05% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $222.0K | 0.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 755 | $222.0K | 0.03% | +755 | New |
| Shelton Capital Management | 758 | $223.0K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 765 | $224.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 773 | $226.0K | 0.00% | −1,558−66.8% | Reduced |
| Jacobi Capital Management LLC | 770 | $226.0K | 0.03% | 00.0% | Unchanged |