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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 113,215 | $33.3M | 0.03% | +3,915+3.6% | Added |
| Prudential Financial Inc | 101,431 | $30.9M | 0.04% | −713−0.7% | Reduced |
| Citigroup Inc | 104,421 | $30.7M | 0.03% | −12,144−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 101,377 | $29.8M | 0.03% | −5,117−4.8% | Reduced |
| Toronto Dominion Bank | 99,197 | $29.2M | 0.05% | −12,935−11.5% | Reduced |
| Granite Investment Partners, LLC | 98,573 | $29.0M | 0.90% | −330.0% | Reduced |
| Commonwealth Equity Services, LLC | 97,950 | $28.8M | 0.07% | +3,109+3.3% | Added |
| Standard Life Aberdeen plc | 97,211 | $28.8M | 0.06% | +53,136+120.6% | Added |
| Vident Investment Advisory, LLC | 97,113 | $28.6M | 0.86% | −5,606−5.5% | Reduced |
| Voya Investment Management LLC | 95,458 | $28.1M | 0.06% | +4,411+4.8% | Added |
| PGGM Investments | 90,983 | $26.8M | 0.14% | +120.0% | Added |
| Confluence Investment Management LLC | 90,405 | $26.6M | 0.37% | −20,434−18.4% | Reduced |
| Macquarie Group Ltd | 88,809 | $26.1M | 0.02% | −200,245−69.3% | Reduced |
| Hemenway Trust Co LLC | 88,616 | $26.1M | 2.63% | +132+0.1% | Added |
| Montrusco Bolton Investments Inc. | 87,683 | $25.8M | 0.70% | −47,847−35.3% | Reduced |
| KBC Group NV | 87,620 | $25.8M | 0.09% | +17,900+25.7% | Added |
| Davis R M Inc | 86,612 | $25.5M | 0.63% | +797+0.9% | Added |
| Mn Services Vermogensbeheer B.V. | 86,502 | $25.4M | 0.16% | +1,300+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 85,369 | $25.1M | 0.94% | +73+0.1% | Added |
| AMF Pensionsforsakring AB | 84,586 | $24.9M | 0.18% | −6,195−6.8% | Reduced |
| State of Wisconsin Investment Board | 83,054 | $24.4M | 0.05% | +1,459+1.8% | Added |
| Boston Family Office LLC | 82,187 | $24.2M | 1.75% | +1,058+1.3% | Added |
| LPL Financial LLC | 81,108 | $23.8M | 0.02% | +8,706+12.0% | Added |
| US Bancorp | 79,668 | $23.4M | 0.04% | +2,468+3.2% | Added |
| Smith Group Asset Management, LLC | 77,367 | $22.8M | 1.17% | +77,367 | New |
| Storebrand Asset Management AS | 76,072 | $22.4M | 0.11% | +4,475+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 75,867 | $22.3M | 0.08% | +1,421+1.9% | Added |
| Trillium Asset Management, LLC | 72,950 | $21.5M | 0.57% | +3,293+4.7% | Added |
| 1832 Asset Management L.P. | 71,123 | $21.3M | 0.04% | +71,123 | New |
| Northwest & Ethical Investments L.P. | 72,409 | $21.3M | 0.69% | +2,927+4.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 71,872 | $21.1M | 0.07% | −2,727−3.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,498 | $20.7M | 0.11% | +9,348+15.3% | Added |
| Tocqueville Asset Management L.P. | 69,295 | $20.4M | 0.30% | −2,460−3.4% | Reduced |
| Somerville Kurt F | 68,705 | $20.2M | 3.06% | −389−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 67,298 | $19.8M | 0.06% | +1,042+1.6% | Added |
| Janney Montgomery Scott LLC | 66,253 | $19.5M | 0.08% | +3,050+4.8% | Added |
| Public Employees Retirement System of Ohio | 66,167 | $19.5M | 0.07% | −922−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 65,129 | $19.2M | 0.04% | −8,194−11.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 64,223 | $18.9M | 0.26% | −890−1.4% | Reduced |
| Mariner, LLC | 61,917 | $18.2M | 0.10% | +2,475+4.2% | Added |
| Credit Agricole S A | 60,932 | $17.9M | 0.65% | +5,184+9.3% | Added |
| Two Sigma Advisers, LP | 60,800 | $17.9M | 0.05% | +60,800 | New |
| Umb Bank N A | 59,057 | $17.4M | 0.39% | +1,847+3.2% | Added |
| Pictet Asset Management SA | 58,612 | $17.2M | 0.02% | +58,612 | New |
| Congress Asset Management Co | 57,223 | $16.8M | 0.13% | +10,813+23.3% | Added |
| Polar Capital Holdings Plc | 55,142 | $16.2M | 0.09% | −3,041−5.2% | Reduced |
| Hilton Capital Management, LLC | 54,998 | $16.2M | 1.58% | +2,835+5.4% | Added |
| Asset Management One Co.,Ltd. | 54,660 | $16.1M | 0.06% | −2,486−4.4% | Reduced |
| Russell Investments Group, Ltd. | 54,149 | $16.0M | 0.03% | +3,597+7.1% | Added |
| Daiwa Securities Group Inc. | 53,465 | $15.7M | 0.10% | +33,012+161.4% | Added |
| Qube Research & Technologies Ltd | 52,611 | $15.5M | 0.19% | +52,611 | New |
| MKP Capital Management, L.L.C. | 52,000 | $15.3M | 2.50% | +52,000 | New |
| M&G Investment Management Ltd | 51,374 | $15.1M | 0.07% | +3,243+6.7% | Added |
| SEI Investments Co | 50,961 | $15.0M | 0.03% | −8,419−14.2% | Reduced |
| Baker Chad R | 50,735 | $14.9M | 3.35% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 49,541 | $14.6M | 0.08% | +765+1.6% | Added |
| North Star Asset Management Inc | 49,525 | $14.6M | 0.80% | +260+0.5% | Added |
| Massachusetts Financial Services Co | 49,291 | $14.5M | 0.00% | +195+0.4% | Added |
| Keybank National Association | 48,672 | $14.3M | 0.06% | +426+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,760 | $14.1M | 0.21% | +44,760 | New |
| Cabot Wealth Management Inc | 47,561 | $14.0M | 1.88% | +448+1.0% | Added |
| Bank of Nova Scotia | 47,164 | $13.9M | 0.03% | +25,761+120.4% | Added |
| Shell Asset Management Co | 46,268 | $13.6M | 0.31% | −3,533−7.1% | Reduced |
| Commerce Bank | 46,149 | $13.6M | 0.10% | +1,087+2.4% | Added |
| Squarepoint Ops LLC | 45,364 | $13.3M | 0.09% | −716−1.6% | Reduced |
| TD Asset Management Inc | 45,343 | $13.3M | 0.01% | −502−1.1% | Reduced |
| Handelsbanken Fonder AB | 44,860 | $13.2M | 0.07% | +1,870+4.3% | Added |
| Flputnam Investment Management Co | 43,852 | $12.9M | 0.44% | −720−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 43,612 | $12.8M | 0.03% | +1,796+4.3% | Added |
| Treasurer of the State of North Carolina | 43,530 | $12.8M | 0.07% | +1,409+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,412 | $12.5M | 0.03% | −1,937−4.4% | Reduced |
| Guardian Capital LP | 42,164 | $12.4M | 0.26% | −2,324−5.2% | Reduced |
| Tudor Investment Corp Et Al | 42,042 | $12.4M | 0.25% | +41,181+4,782.9% | Added |
| Teacher Retirement System of Texas | 41,199 | $12.1M | 0.07% | +132+0.3% | Added |
| NN Investment Partners Holdings N.V. | 40,813 | $12.0M | 0.07% | +1,990+5.1% | Added |
| Royal London Asset Management Ltd | 40,764 | $12.0M | 0.05% | −2,138−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,681 | $12.0M | 0.28% | −1,575−3.7% | Reduced |
| Voloridge Investment Management, LLC | 40,485 | $11.9M | 0.08% | +32,493+406.6% | Added |
| Retirement Systems of Alabama | 39,844 | $11.7M | 0.04% | −2,616−6.2% | Reduced |
| Synovus Financial Corp | 39,811 | $11.7M | 0.12% | −4,401−10.0% | Reduced |
| Bartlett & Co. LLC | 39,600 | $11.6M | 0.22% | −980−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 39,600 | $11.6M | 0.22% | −980−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,461 | $11.6M | 0.11% | −900−2.2% | Reduced |
| SG Americas Securities, LLC | 39,064 | $11.5M | 0.06% | +15,991+69.3% | Added |
| Premier Fund Managers Ltd | 38,420 | $11.4M | 0.37% | 00.0% | Unchanged |
| Wellington Management Group LLP | 38,905 | $11.4M | 0.00% | +10,828+38.6% | Added |
| American International Group, Inc. | 38,054 | $11.2M | 0.06% | −697−1.8% | Reduced |
| Broderick Brian C | 36,864 | $10.8M | 2.89% | −520−1.4% | Reduced |
| Westpac Banking Corp | 36,405 | $10.7M | 0.11% | −5,103−12.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,820 | $10.5M | 0.06% | −9,453−20.9% | Reduced |
| Gulf International Bank (UK) Ltd | 35,532 | $10.4M | 0.13% | +348+1.0% | Added |
| Aviva PLC | 35,477 | $10.4M | 0.05% | −4,939−12.2% | Reduced |
| Isthmus Partners, LLC | 34,784 | $10.2M | 1.85% | −608−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 34,500 | $10.1M | 0.05% | +5,127+17.5% | Added |
| William Blair Investment Management, LLC | 33,984 | $9.99M | 0.03% | −14,272−29.6% | Reduced |
| Nisa Investment Advisors, LLC | 33,857 | $9.96M | 0.06% | +7,005+26.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,822 | $9.95M | 0.39% | −1,387−3.9% | Reduced |
| Moreno Evelyn V | 33,368 | $9.81M | 2.31% | −1,874−5.3% | Reduced |
| USS Investment Management Ltd | 33,253 | $9.78M | 0.08% | +22,655+213.8% | Added |
| Robeco Institutional Asset Management B.V. | 33,048 | $9.72M | 0.02% | −1,087−3.2% | Reduced |