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 |
|---|---|---|---|---|---|
| Bank Pictet & Cie (Asia) Ltd | 5,070 | $1.49M | 0.41% | +28+0.6% | Added |
| Burney Co | 5,082 | $1.49M | 0.07% | −54−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,084 | $1.50M | 0.05% | +186+3.8% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $1.50M | 0.05% | +300+6.3% | Added |
| HighPoint Advisor Group LLC | 5,139 | $1.51M | 0.15% | +180+3.6% | Added |
| Mirova | 5,218 | $1.53M | 0.20% | +473+10.0% | Added |
| Gotham Asset Management, LLC | 5,312 | $1.56M | 0.06% | +5,312 | New |
| Advisor Partners LLC | 5,320 | $1.56M | 0.11% | +37+0.7% | Added |
| Kornitzer Capital Management Inc | 5,360 | $1.58M | 0.02% | 00.0% | Unchanged |
| SRB Corp | 5,363 | $1.58M | 0.09% | +5,363 | New |
| MD Financial Management Inc. | 5,436 | $1.60M | 0.04% | −2,589−32.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,448 | $1.60M | 0.04% | +4,245+352.9% | Added |
| Cullen/Frost Bankers, Inc. | 5,497 | $1.62M | 0.03% | −105−1.9% | Reduced |
| BNC Wealth Management, LLC | 5,527 | $1.63M | 0.96% | +192+3.6% | Added |
| First Foundation Advisors | 5,580 | $1.64M | 0.06% | +124+2.3% | Added |
| Man Group plc | 5,588 | $1.64M | 0.01% | −11,369−67.0% | Reduced |
| Fort, L.P. | 5,620 | $1.65M | 0.55% | −829−12.9% | Reduced |
| O'Shares Investment Advisers, LLC | 5,683 | $1.67M | 0.12% | +1,033+22.2% | Added |
| Ethic Inc. | 5,736 | $1.69M | 0.17% | +1,194+26.3% | Added |
| HNP Capital LLC | 5,830 | $1.71M | 0.43% | +117+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,876 | $1.73M | 0.03% | +604+11.5% | Added |
| Vectors Research Management, LLC | 5,931 | $1.74M | 0.41% | +218+3.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.76M | 0.58% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 6,071 | $1.78M | 0.01% | +435+7.7% | Added |
| Koshinski Asset Management, Inc. | 6,096 | $1.79M | 0.16% | +1,686+38.2% | Added |
| North Star Investment Management Corp. | 6,132 | $1.80M | 0.15% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,140 | $1.80M | 0.00% | −18,828−75.4% | Reduced |
| Walleye Capital LLC | 6,176 | $1.82M | 0.05% | +6,176 | New |
| Beck Bode, LLC | 6,206 | $1.82M | 0.51% | +366+6.3% | Added |
| Weil Company, Inc. | 6,231 | $1.83M | 0.95% | −450−6.7% | Reduced |
| Acropolis Investment Management, LLC | 6,279 | $1.84M | 0.22% | −35−0.6% | Reduced |
| Colony Group LLC | 6,333 | $1.86M | 0.04% | −1,611−20.3% | Reduced |
| PFG Advisors | 6,332 | $1.86M | 0.21% | +75+1.2% | Added |
| Tiedemann Advisors, LLC | 6,356 | $1.87M | 0.10% | −84−1.3% | Reduced |
| AdvisorShares Investments LLC | 6,440 | $1.89M | 0.30% | +6,440 | New |
| Pacer Advisors, Inc. | 6,446 | $1.90M | 0.02% | −59−0.9% | Reduced |
| CIBC World Markets Corp | 6,541 | $1.92M | 0.01% | −1,518−18.8% | Reduced |
| Quantamental Technologies LLC | 6,594 | $1.94M | 1.30% | +6,594 | New |
| L & S Advisors Inc | 6,696 | $1.97M | 0.21% | +6,696 | New |
| Venture Visionary Partners LLC | 6,661 | $1.97M | 0.14% | +789+13.4% | Added |
| Kentucky Retirement Systems | 6,708 | $1.97M | 0.09% | −51−0.8% | Reduced |
| IFP Advisors, Inc | 6,718 | $1.97M | 0.04% | +90+1.4% | Added |
| Ci Investments Inc. | 6,860 | $2.02M | 0.01% | +1,229+21.8% | Added |
| Thrivent Financial for Lutherans | 6,892 | $2.03M | 0.00% | +803+13.2% | Added |
| Bar Harbor Trust Services | 6,941 | $2.04M | 0.64% | +2,774+66.6% | Added |
| Northwest Investment Counselors, LLC | 6,989 | $2.06M | 0.57% | −69−1.0% | Reduced |
| Benedict Financial Advisors Inc | 6,988 | $2.06M | 0.57% | −4−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 7,028 | $2.07M | 0.15% | +2,000+39.8% | Added |
| 44 Wealth Management LLC | 7,036 | $2.07M | 0.79% | −131−1.8% | Reduced |
| Wilkinson Global Asset Management LLC | 7,045 | $2.07M | 0.13% | +10+0.1% | Added |
| Deane Retirement Strategies, Inc. | 7,107 | $2.09M | 1.17% | −30−0.4% | Reduced |
| Quantbot Technologies LP | 7,180 | $2.11M | 0.15% | +7,180 | New |
| Crossmark Global Holdings, Inc. | 7,195 | $2.12M | 0.05% | −63−0.9% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $2.12M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,244 | $2.13M | 0.00% | +557+8.3% | Added |
| Ontario Teachers Pension Plan Board | 7,344 | $2.16M | 0.01% | +2,568+53.8% | Added |
| CX Institutional | 7,359 | $2.16M | 0.18% | +59+0.8% | Added |
| Patton Fund Management, Inc. | 7,481 | $2.20M | 0.84% | +3,681+96.9% | Added |
| Everence Capital Management Inc | 7,548 | $2.22M | 0.18% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,549 | $2.22M | 0.54% | +7,549 | New |
| Sumitomo Life Insurance Co | 7,573 | $2.23M | 0.06% | −259−3.3% | Reduced |
| New Mexico Educational Retirement Board | 7,576 | $2.23M | 0.08% | −200−2.6% | Reduced |
| Mackenzie Financial Corp | 7,636 | $2.25M | 0.00% | +2,113+38.3% | Added |
| Mercer Global Advisors Inc | 7,844 | $2.31M | 0.02% | +1,690+27.5% | Added |
| Westport Asset Management Inc | 8,000 | $2.35M | 1.14% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,005 | $2.35M | 0.10% | +385+5.1% | Added |
| Capula Management Ltd | 8,060 | $2.37M | 0.18% | +8,060 | New |
| Raymond James Trust N.A. | 8,084 | $2.38M | 0.08% | +114+1.4% | Added |
| Segall Bryant & Hamill, LLC | 8,094 | $2.38M | 0.02% | +3,508+76.5% | Added |
| Peak Financial Advisors LLC | 8,164 | $2.40M | 2.11% | +1,291+18.8% | Added |
| Orser Capital Management, LLC | 8,195 | $2.41M | 1.36% | +175+2.2% | Added |
| Capital International Ltd | 8,249 | $2.43M | 0.13% | −123−1.5% | Reduced |
| Pathstone Family Office, LLC | 8,302 | $2.44M | 0.07% | +544+7.0% | Added |
| Atom Investors LP | 8,309 | $2.44M | 0.48% | +8,309 | New |
| Sompo Asset Management Co., Ltd. | 8,390 | $2.47M | 0.57% | −1,850−18.1% | Reduced |
| MUFG Americas Holdings Corp | 8,500 | $2.50M | 0.05% | −253−2.9% | Reduced |
| Front Row Advisors LLC | 8,601 | $2.53M | 1.07% | +15+0.2% | Added |
| Arabesque Asset Management Ltd | 8,602 | $2.53M | 0.85% | +8,602 | New |
| Pinnacle Associates Ltd | 8,611 | $2.53M | 0.05% | −39−0.5% | Reduced |
| Wesbanco Bank Inc | 8,731 | $2.57M | 0.10% | −828−8.7% | Reduced |
| Global Retirement Partners, LLC | 8,910 | $2.62M | 0.26% | +349+4.1% | Added |
| Hancock Whitney Corp | 8,920 | $2.62M | 0.09% | −351−3.8% | Reduced |
| Advisory Services Network, LLC | 8,934 | $2.63M | 0.08% | +57+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,950 | $2.63M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,867 | $2.65M | 0.07% | 00.0% | Unchanged |
| Dempze Nancy E | 9,410 | $2.77M | 2.17% | −51−0.5% | Reduced |
| Ieq Capital, LLC | 9,543 | $2.81M | 0.07% | +1,853+24.1% | Added |
| Minot Wealth Management LLC | 9,736 | $2.86M | 0.62% | −30.0% | Reduced |
| ING Groep NV | 9,741 | $2.86M | 0.04% | +208+2.2% | Added |
| Chesley Taft & Associates LLC | 9,750 | $2.87M | 0.16% | +85+0.9% | Added |
| Cetera Advisor Networks LLC | 9,791 | $2.88M | 0.04% | +2,053+26.5% | Added |
| GWM Advisors LLC | 9,796 | $2.88M | 0.07% | +3,265+50.0% | Added |
| Securian Asset Management, Inc | 9,921 | $2.92M | 0.06% | −100−1.0% | Reduced |
| Geneva Partners, LLC | 9,963 | $2.93M | 1.44% | −550−5.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.94M | 0.40% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,052 | $2.96M | 0.04% | +432+4.5% | Added |
| MML Investors Services, LLC | 10,127 | $2.98M | 0.02% | +360+3.7% | Added |
| Riverbridge Partners LLC | 10,188 | $3.00M | 0.03% | −269−2.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 10,460 | $3.08M | 0.16% | −490−4.5% | Reduced |
| Capital International Inc | 10,476 | $3.08M | 0.03% | −799−7.1% | Reduced |