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 |
|---|---|---|---|---|---|
| United Bank | 1,115 | $328.0K | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $329.0K | 0.13% | +1,120 | New |
| Foundry Partners, LLC | 1,123 | $330.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,125 | $331.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 1,125 | $331.0K | 0.04% | +1,125 | New |
| Personal Capital Advisors Corp | 1,141 | $335.0K | 0.00% | +1+0.1% | Added |
| Alps Advisors Inc | 1,160 | $341.0K | 0.00% | −152−11.6% | Reduced |
| Parallel Advisors, LLC | 1,160 | $341.0K | 0.01% | −11−0.9% | Reduced |
| DuPont Capital Management Corp | 1,164 | $342.0K | 0.01% | −1,440−55.3% | Reduced |
| Boston Private Wealth LLC | 1,162 | $342.0K | 0.00% | +173+17.5% | Added |
| Strong Tower Advisory Services | 1,141 | $342.0K | 0.20% | +1,141 | New |
| Philadelphia Trust Co | 1,168 | $343.0K | 0.03% | +50+4.5% | Added |
| Associated Banc-Corp | 1,170 | $344.0K | 0.01% | −2−0.2% | Reduced |
| Capital City Trust Co | 1,175 | $345.0K | 0.11% | −75−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,175 | $345.0K | 0.11% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,180 | $347.0K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,180 | $347.0K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,181 | $347.0K | 0.02% | +72+6.5% | Added |
| Center for Financial Planning, Inc. | 1,182 | $348.0K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,186 | $349.0K | 0.04% | −59−4.7% | Reduced |
| Linscomb & Williams, Inc. | 1,189 | $350.0K | 0.02% | −17−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 1,192 | $350.0K | 0.04% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 1,008 | $352.0K | 2.00% | −117−10.4% | Reduced |
| Great Lakes Advisors, LLC | 1,209 | $355.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,211 | $356.0K | 0.14% | −36−2.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $357.0K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,218 | $358.0K | 0.02% | +11+0.9% | Added |
| Steinberg Asset Management LLC | 1,223 | $360.0K | 0.41% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,226 | $360.0K | 0.01% | +6+0.5% | Added |
| Claraphi Advisory Network, LLC | 1,227 | $361.0K | 0.13% | −6−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,230 | $362.0K | 0.03% | −277−18.4% | Reduced |
| Ritholtz Wealth Management | 1,232 | $362.0K | 0.03% | −21−1.7% | Reduced |
| Nations Financial Group Inc, | 1,233 | $363.0K | 0.06% | −18−1.4% | Reduced |
| Corbett Road Capital Management, LLC | 2,134 | $363.0K | 0.63% | +992+86.9% | Added |
| Ellevest, Inc. | 1,238 | $364.0K | 0.04% | +133+12.0% | Added |
| Siemens Fonds Invest GmbH | 1,237 | $364.0K | 0.02% | +1,237 | New |
| Centerpoint Advisors, LLC | 1,250 | $368.0K | 0.18% | −250−16.7% | Reduced |
| Hyman Charles D | 1,254 | $369.0K | 0.03% | −50−3.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,266 | $372.0K | 0.01% | +1,266 | New |
| Lakeview Capital Partners, LLC | 1,272 | $374.0K | 0.17% | +11+0.9% | Added |
| Cannon Financial Strategists, Inc. | 1,283 | $377.2K | 0.15% | +1,283 | New |
| Dynamic Advisor Solutions LLC | 1,287 | $378.0K | 0.03% | +78+6.5% | Added |
| Change Path, LLC | 1,297 | $381.0K | 0.02% | −143−9.9% | Reduced |
| 9258 Wealth Management, LLC | 1,297 | $381.0K | 0.10% | +65+5.3% | Added |
| Valley Brook Capital Group | 1,300 | $382.0K | 0.38% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,299 | $382.0K | 0.01% | +1,299 | New |
| Andesa Financial Management Inc. | 1,301 | $383.0K | 0.21% | −9−0.7% | Reduced |
| Bailard, Inc. | 1,303 | $383.0K | 0.01% | +3+0.2% | Added |
| Altium Wealth Management LLC | 1,304 | $383.0K | 0.03% | +3+0.2% | Added |
| Centaurus Financial, Inc. | 1,305 | $384.0K | 0.03% | +455+53.5% | Added |
| Bridgefront Capital, LLC | 1,306 | $384.0K | 0.40% | +1,306 | New |
| United Capital Financial Advisers, LLC | 1,317 | $387.0K | 0.00% | −322−19.6% | Reduced |
| Fieldpoint Private Securities, LLC | 1,328 | $390.0K | 0.09% | +226+20.5% | Added |
| Polar Asset Management Partners Inc. | 1,328 | $390.0K | 0.00% | +1,328 | New |
| Fukoku Mutual Life Insurance Co | 1,330 | $391.0K | 0.03% | +230+20.9% | Added |
| Verity Asset Management, Inc. | 1,349 | $397.0K | 0.26% | −53−3.8% | Reduced |
| NuWave Investment Management, LLC | 1,355 | $398.0K | 0.45% | +1,355 | New |
| Vestmark Advisory Solutions, Inc. | 1,357 | $399.0K | 0.03% | +139+11.4% | Added |
| Tiemann Investment Advisors, LLC | 1,366 | $402.0K | 0.19% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $407.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 1,382 | $407.0K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,392 | $409.0K | 0.07% | +1,392 | New |
| AMJ Financial Wealth Management | 1,395 | $410.0K | 0.17% | −37−2.6% | Reduced |
| Aviance Capital Partners, LLC | 1,397 | $411.0K | 0.07% | +1,397 | New |
| Conning Inc. | 1,402 | $412.0K | 0.01% | −115−7.6% | Reduced |
| Costello Asset Management, INC | 1,400 | $412.0K | 0.26% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,406 | $414.0K | 0.03% | −1,108−44.1% | Reduced |
| Equitable Holdings, Inc. | 1,408 | $414.0K | 0.01% | +1,408 | New |
| Castleark Management LLC | 1,420 | $418.0K | 0.02% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 1,420 | $418.0K | 0.02% | +1,420 | New |
| Bryn Mawr Trust Co | 1,435 | $422.0K | 0.02% | +1,435 | New |
| Kowal Investment Group, LLC | 1,450 | $426.0K | 0.13% | −61−4.0% | Reduced |
| Wolverine Trading, LLC | 1,437 | $428.0K | 0.01% | +482+50.5% | Added |
| Harbour Investments, Inc. | 1,468 | $432.0K | 0.01% | −179−10.9% | Reduced |
| Empirical Finance, LLC | 1,474 | $433.0K | 0.07% | +83+6.0% | Added |
| Smithfield Trust Co | 1,477 | $434.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,477 | $434.0K | 0.02% | +1,477 | New |
| Allworth Financial LP | 1,481 | $435.0K | 0.01% | +1+0.1% | Added |
| Enterprise Bank & Trust Co | 1,483 | $436.0K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,491 | $438.0K | 0.04% | +20+1.4% | Added |
| Freestone Capital Holdings, LLC | 1,499 | $441.0K | 0.02% | −783−34.3% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $441.0K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $441.0K | 0.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,502 | $442.0K | 0.04% | +43+2.9% | Added |
| Montag A & Associates Inc | 1,515 | $445.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,512 | $445.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,520 | $447.0K | 0.02% | 00.0% | Unchanged |
| Partners Group Holding AG | 1,523 | $448.0K | 0.03% | +1,523 | New |
| Patron Partners Advisors, LLC | 1,537 | $451.0K | 0.33% | −6−0.4% | Reduced |
| Baystate Wealth Management LLC | 1,533 | $451.0K | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,555 | $457.0K | 0.00% | +24+1.6% | Added |
| Veriti Management LLC | 1,569 | $461.0K | 0.07% | −1,313−45.6% | Reduced |
| Jupiter Wealth Management LLC | 1,400 | $467.0K | 0.22% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,600 | $470.0K | 0.15% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,600 | $470.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,597 | $470.0K | 0.29% | +190+13.5% | Added |
| Fred Alger Management, LLC | 1,603 | $471.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,604 | $472.0K | 0.01% | −3−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,608 | $473.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,590 | $474.0K | 0.03% | −1,437−47.5% | Reduced |