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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
AGF Investments LLC342$101.0K0.01%+342New
Focused Wealth Management, Inc338$99.0K0.02%+320+1,777.8%Added
Solstein Capital, LLC328$96.0K0.06%+15+4.8%Added
TCI Wealth Advisors, Inc.323$95.0K0.01%+4+1.3%Added
Northern Oak Wealth Management Inc320$94.0K0.01%00.0%Unchanged
Hoese & Co LLP316$93.0K0.10%00.0%Unchanged
Pittenger & Anderson Inc302$89.0K0.00%+302New
Sterling Investment Advisors, Ltd.300$88.0K0.03%00.0%Unchanged
Oakworth Capital, Inc.300$88.0K0.01%+200+200.0%Added
PFG Private Wealth Management, LLC282$83.0K0.05%+282New
Clearstead Advisors, LLC275$81.0K0.01%+14+5.4%Added
Versant Capital Management, Inc267$79.0K0.03%+2+0.8%Added
Hoertkorn Richard Charles250$74.0K0.03%+250New
Lowe Wealth Advisors, LLC248$73.0K0.03%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund243$71.0K0.00%−47,000−99.5%Reduced
Wolff Wiese Magana LLC242$71.0K0.05%00.0%Unchanged
Glassman Wealth Services238$70.0K0.01%+35+17.2%Added
Whittier Trust Co of Nevada Inc233$69.0K0.00%00.0%Unchanged
Proequities, Inc.219$64.0K0.00%+5+2.3%Added
West Branch Capital LLC213$63.0K0.03%−75−26.0%Reduced
Zions Bancorporation, N.A.214$63.0K0.01%00.0%Unchanged
Logan Capital Management Inc210$62.0K0.00%+101+92.7%Added
Asset Dedication, LLC200$59.0K0.01%00.0%Unchanged
Independence Bank of Kentucky200$59.0K0.03%00.0%Unchanged
Newfound Research LLC191$56.0K0.09%+191New
Graves-Light Private Wealth Management, Inc.187$55.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.184$54.0K0.00%−100−35.2%Reduced
Motco182$54.0K0.00%00.0%Unchanged
State of Wyoming184$54.0K0.03%+28+17.9%Added
Arkadios Wealth Advisors187$54.0K0.01%+172+1,146.7%Added
Bourgeon Capital Management LLC180$53.0K0.01%−10−5.3%Reduced
Howe & Rusling Inc180$53.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.176$52.0K0.02%+16+10.0%Added
IAG Wealth Partners, LLC172$51.0K0.02%−34−16.5%Reduced
Psagot Investment House Ltd.174$51.0K0.01%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)174$51.0K0.01%+174New
Total Clarity Wealth Management, Inc.171$50.0K0.02%+171New
Anchor Investment Management, LLC170$50.0K0.01%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
Coastal Capital Group, Inc.153$45.0K0.01%00.0%Unchanged
CVA Family Office, LLC200$44.0K0.03%−130−39.4%Reduced
Security National Trust Co150$43.0K0.01%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital138$41.0K0.00%+138New
Lindbrook Capital, LLC137$40.0K0.01%+9+7.0%Added
Salem Investment Counselors Inc133$39.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.135$39.0K0.00%+35+35.0%Added
SRS Capital Advisors, Inc.130$38.0K0.01%00.0%Unchanged
Danda Trouve Investment Management, Inc.130$38.0K0.05%+130New
Sonora Investment Management, LLC127$37.0K0.00%+100+370.4%Added
South State Corp.115$34.0K0.00%+115New
Bell Investment Advisors, Inc117$34.0K0.01%+117New
Financial Perspectives, Inc112$32.9K0.02%00.0%Unchanged
IronBridge Private Wealth, LLC107$31.0K0.02%00.0%Unchanged
D'Orazio & Associates, Inc.107$31.0K0.01%+44+69.8%Added
Raffa Wealth Management, LLC100$29.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$29.4K0.04%+100New
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
Monetary Management Group Inc95$28.0K0.01%00.0%Unchanged
Your Advocates Ltd., LLP90$26.0K0.02%+1+1.1%Added
Walleye Trading LLC84$25.0K0.00%+84New
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
Gemmer Asset Management LLC78$23.0K0.00%+2+2.6%Added
Parkside Financial Bank & Trust77$23.0K0.01%+10+14.9%Added
Tarbox Family Office, Inc.75$22.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC75$22.0K0.01%00.0%Unchanged
Capital Directions Investment Advisors, LLC70$21.0K0.01%+70New
Sierra Capital LLC68$20.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.71$20.0K0.00%+54+317.6%Added
West Paces Advisors Inc.68$20.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC63$19.0K0.00%+63New
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
Patriot Financial Group Insurance Agency, LLC57$17.0K0.00%+1+1.8%Added
Glen Eagle Advisors, LLC55$16.2K0.00%00.0%Unchanged
TSFG, LLC55$16.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC56$16.0K0.00%+3+5.7%Added
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
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
Arcadia Investment Management Corp45$13.0K0.00%00.0%Unchanged
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
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