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 |
|---|---|---|---|---|---|
| Comerica Bank | 22,377 | $7.08M | 0.04% | −5,867−20.8% | Reduced |
| First Republic Investment Management, Inc. | 24,085 | $7.08M | 0.02% | +2,794+13.1% | Added |
| Allianz Asset Management GmbH | 24,243 | $7.13M | 0.01% | +1,741+7.7% | Added |
| Notis-McConarty Edward | 24,516 | $7.21M | 2.64% | +1,085+4.6% | Added |
| Swiss Life Asset Management Ltd | 24,645 | $7.24M | 0.10% | +271+1.1% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $7.35M | 0.11% | +25,000 | New |
| Pinebridge Investments, L.P. | 25,412 | $7.47M | 0.09% | −21,835−46.2% | Reduced |
| Unigestion Holding SA | 25,730 | $7.57M | 0.31% | −5,467−17.5% | Reduced |
| Korea Investment CORP | 25,900 | $7.62M | 0.02% | −300−1.1% | Reduced |
| D.A. Davidson & Co. | 25,950 | $7.63M | 0.09% | −1,363−5.0% | Reduced |
| MetLife Investment Management | 26,206 | $7.71M | 0.07% | −706−2.6% | Reduced |
| Puzo Michael J | 26,454 | $7.78M | 2.47% | −172−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 27,088 | $7.96M | 0.10% | +23,587+673.7% | Added |
| Zacks Investment Management | 27,111 | $7.97M | 0.13% | +729+2.8% | Added |
| Oregon Public Employees Retirement Fund | 27,461 | $8.07M | 0.09% | −800−2.8% | Reduced |
| Rockland Trust Co | 27,932 | $8.21M | 0.57% | +924+3.4% | Added |
| Amalgamated Bank | 28,442 | $8.36M | 0.07% | −1,163−3.9% | Reduced |
| Azimuth Capital Management LLC | 28,865 | $8.49M | 0.36% | −915−3.1% | Reduced |
| HighTower Advisors, LLC | 28,904 | $8.49M | 0.02% | +1,407+5.1% | Added |
| Formuepleje A/S | 29,005 | $8.53M | 0.34% | +3,456+13.5% | Added |
| AMP Capital Investors Ltd | 29,440 | $8.66M | 0.05% | −10,155−25.6% | Reduced |
| Advisors Asset Management, Inc. | 29,481 | $8.67M | 0.13% | −7,594−20.5% | Reduced |
| Forsta Ap-Fonden | 29,900 | $8.79M | 0.10% | −7,700−20.5% | Reduced |
| Brown Advisory Inc | 30,241 | $8.89M | 0.01% | −651−2.1% | Reduced |
| Canada Pension Plan Investment Board | 30,414 | $8.94M | 0.01% | −9,345−23.5% | Reduced |
| Crossvault Capital Management LLC | 30,512 | $8.97M | 2.82% | +20+0.1% | Added |
| State of Alaska, Department of Revenue | 30,873 | $9.08M | 0.09% | −700−2.2% | Reduced |
| Spire Wealth Management | 30,911 | $9.09M | 0.24% | +2,513+8.8% | Added |
| Andra AP-fonden | 31,400 | $9.23M | 0.19% | −4,800−13.3% | Reduced |
| Kidder Stephen W | 31,673 | $9.31M | 2.92% | −266−0.8% | Reduced |
| State of Michigan Retirement System | 31,929 | $9.39M | 0.05% | −100−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 32,043 | $9.42M | 0.75% | +1,472+4.8% | Added |
| M. Kraus & Co | 32,158 | $9.46M | 3.37% | +36+0.1% | Added |
| Arizona State Retirement System | 32,369 | $9.52M | 0.08% | −175−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 32,772 | $9.64M | 0.20% | −68−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 33,048 | $9.72M | 0.02% | −1,087−3.2% | Reduced |
| USS Investment Management Ltd | 33,253 | $9.78M | 0.08% | +22,655+213.8% | Added |
| Moreno Evelyn V | 33,368 | $9.81M | 2.31% | −1,874−5.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,822 | $9.95M | 0.39% | −1,387−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 33,857 | $9.96M | 0.06% | +7,005+26.1% | Added |
| William Blair Investment Management, LLC | 33,984 | $9.99M | 0.03% | −14,272−29.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,500 | $10.1M | 0.05% | +5,127+17.5% | Added |
| Isthmus Partners, LLC | 34,784 | $10.2M | 1.85% | −608−1.7% | Reduced |
| Aviva PLC | 35,477 | $10.4M | 0.05% | −4,939−12.2% | Reduced |
| Gulf International Bank (UK) Ltd | 35,532 | $10.4M | 0.13% | +348+1.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,820 | $10.5M | 0.06% | −9,453−20.9% | Reduced |
| Westpac Banking Corp | 36,405 | $10.7M | 0.11% | −5,103−12.3% | Reduced |
| Broderick Brian C | 36,864 | $10.8M | 2.89% | −520−1.4% | Reduced |
| American International Group, Inc. | 38,054 | $11.2M | 0.06% | −697−1.8% | Reduced |
| Wellington Management Group LLP | 38,905 | $11.4M | 0.00% | +10,828+38.6% | Added |
| Premier Fund Managers Ltd | 38,420 | $11.4M | 0.37% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 39,064 | $11.5M | 0.06% | +15,991+69.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,461 | $11.6M | 0.11% | −900−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 39,600 | $11.6M | 0.22% | −980−2.4% | Reduced |
| Bartlett & Co. LLC | 39,600 | $11.6M | 0.22% | −980−2.4% | Reduced |
| Synovus Financial Corp | 39,811 | $11.7M | 0.12% | −4,401−10.0% | Reduced |
| Retirement Systems of Alabama | 39,844 | $11.7M | 0.04% | −2,616−6.2% | Reduced |
| Voloridge Investment Management, LLC | 40,485 | $11.9M | 0.08% | +32,493+406.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,681 | $12.0M | 0.28% | −1,575−3.7% | Reduced |
| Royal London Asset Management Ltd | 40,764 | $12.0M | 0.05% | −2,138−5.0% | Reduced |
| NN Investment Partners Holdings N.V. | 40,813 | $12.0M | 0.07% | +1,990+5.1% | Added |
| Teacher Retirement System of Texas | 41,199 | $12.1M | 0.07% | +132+0.3% | Added |
| Tudor Investment Corp Et Al | 42,042 | $12.4M | 0.25% | +41,181+4,782.9% | Added |
| Guardian Capital LP | 42,164 | $12.4M | 0.26% | −2,324−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,412 | $12.5M | 0.03% | −1,937−4.4% | Reduced |
| Treasurer of the State of North Carolina | 43,530 | $12.8M | 0.07% | +1,409+3.3% | Added |
| Advisor Group Holdings, Inc. | 43,612 | $12.8M | 0.03% | +1,796+4.3% | Added |
| Flputnam Investment Management Co | 43,852 | $12.9M | 0.44% | −720−1.6% | Reduced |
| Handelsbanken Fonder AB | 44,860 | $13.2M | 0.07% | +1,870+4.3% | Added |
| TD Asset Management Inc | 45,343 | $13.3M | 0.01% | −502−1.1% | Reduced |
| Squarepoint Ops LLC | 45,364 | $13.3M | 0.09% | −716−1.6% | Reduced |
| Commerce Bank | 46,149 | $13.6M | 0.10% | +1,087+2.4% | Added |
| Shell Asset Management Co | 46,268 | $13.6M | 0.31% | −3,533−7.1% | Reduced |
| Bank of Nova Scotia | 47,164 | $13.9M | 0.03% | +25,761+120.4% | Added |
| Cabot Wealth Management Inc | 47,561 | $14.0M | 1.88% | +448+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,760 | $14.1M | 0.21% | +44,760 | New |
| Keybank National Association | 48,672 | $14.3M | 0.06% | +426+0.9% | Added |
| Massachusetts Financial Services Co | 49,291 | $14.5M | 0.00% | +195+0.4% | Added |
| North Star Asset Management Inc | 49,525 | $14.6M | 0.80% | +260+0.5% | Added |
| Glenmede Trust Co NA | 49,541 | $14.6M | 0.08% | +765+1.6% | Added |
| Baker Chad R | 50,735 | $14.9M | 3.35% | 00.0% | Unchanged |
| SEI Investments Co | 50,961 | $15.0M | 0.03% | −8,419−14.2% | Reduced |
| M&G Investment Management Ltd | 51,374 | $15.1M | 0.07% | +3,243+6.7% | Added |
| MKP Capital Management, L.L.C. | 52,000 | $15.3M | 2.50% | +52,000 | New |
| Qube Research & Technologies Ltd | 52,611 | $15.5M | 0.19% | +52,611 | New |
| Daiwa Securities Group Inc. | 53,465 | $15.7M | 0.10% | +33,012+161.4% | Added |
| Russell Investments Group, Ltd. | 54,149 | $16.0M | 0.03% | +3,597+7.1% | Added |
| Asset Management One Co.,Ltd. | 54,660 | $16.1M | 0.06% | −2,486−4.4% | Reduced |
| Hilton Capital Management, LLC | 54,998 | $16.2M | 1.58% | +2,835+5.4% | Added |
| Polar Capital Holdings Plc | 55,142 | $16.2M | 0.09% | −3,041−5.2% | Reduced |
| Congress Asset Management Co | 57,223 | $16.8M | 0.13% | +10,813+23.3% | Added |
| Pictet Asset Management SA | 58,612 | $17.2M | 0.02% | +58,612 | New |
| Umb Bank N A | 59,057 | $17.4M | 0.39% | +1,847+3.2% | Added |
| Two Sigma Advisers, LP | 60,800 | $17.9M | 0.05% | +60,800 | New |
| Credit Agricole S A | 60,932 | $17.9M | 0.65% | +5,184+9.3% | Added |
| Mariner, LLC | 61,917 | $18.2M | 0.10% | +2,475+4.2% | Added |
| Williams Jones Wealth Management, LLC. | 64,223 | $18.9M | 0.26% | −890−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 65,129 | $19.2M | 0.04% | −8,194−11.2% | Reduced |
| Public Employees Retirement System of Ohio | 66,167 | $19.5M | 0.07% | −922−1.4% | Reduced |
| Janney Montgomery Scott LLC | 66,253 | $19.5M | 0.08% | +3,050+4.8% | Added |