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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 6,440 | $1.89M | 0.30% | +6,440 | New |
| Tiedemann Advisors, LLC | 6,356 | $1.87M | 0.10% | −84−1.3% | 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 |
| Acropolis Investment Management, LLC | 6,279 | $1.84M | 0.22% | −35−0.6% | Reduced |
| Weil Company, Inc. | 6,231 | $1.83M | 0.95% | −450−6.7% | Reduced |
| Beck Bode, LLC | 6,206 | $1.82M | 0.51% | +366+6.3% | Added |
| Walleye Capital LLC | 6,176 | $1.82M | 0.05% | +6,176 | New |
| Ensign Peak Advisors, Inc | 6,140 | $1.80M | 0.00% | −18,828−75.4% | Reduced |
| North Star Investment Management Corp. | 6,132 | $1.80M | 0.15% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,096 | $1.79M | 0.16% | +1,686+38.2% | Added |
| Wealthfront Advisers LLC | 6,071 | $1.78M | 0.01% | +435+7.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.76M | 0.58% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,931 | $1.74M | 0.41% | +218+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,876 | $1.73M | 0.03% | +604+11.5% | Added |
| HNP Capital LLC | 5,830 | $1.71M | 0.43% | +117+2.0% | Added |
| Ethic Inc. | 5,736 | $1.69M | 0.17% | +1,194+26.3% | Added |
| O'Shares Investment Advisers, LLC | 5,683 | $1.67M | 0.12% | +1,033+22.2% | Added |
| Fort, L.P. | 5,620 | $1.65M | 0.55% | −829−12.9% | Reduced |
| Man Group plc | 5,588 | $1.64M | 0.01% | −11,369−67.0% | Reduced |
| First Foundation Advisors | 5,580 | $1.64M | 0.06% | +124+2.3% | Added |
| BNC Wealth Management, LLC | 5,527 | $1.63M | 0.96% | +192+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 5,497 | $1.62M | 0.03% | −105−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,448 | $1.60M | 0.04% | +4,245+352.9% | Added |
| MD Financial Management Inc. | 5,436 | $1.60M | 0.04% | −2,589−32.3% | Reduced |
| SRB Corp | 5,363 | $1.58M | 0.09% | +5,363 | New |
| Kornitzer Capital Management Inc | 5,360 | $1.58M | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 5,320 | $1.56M | 0.11% | +37+0.7% | Added |
| Gotham Asset Management, LLC | 5,312 | $1.56M | 0.06% | +5,312 | New |
| Mirova | 5,218 | $1.53M | 0.20% | +473+10.0% | Added |
| HighPoint Advisor Group LLC | 5,139 | $1.51M | 0.15% | +180+3.6% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $1.50M | 0.05% | +300+6.3% | Added |
| Integrated Wealth Concepts LLC | 5,084 | $1.50M | 0.05% | +186+3.8% | Added |
| Burney Co | 5,082 | $1.49M | 0.07% | −54−1.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,070 | $1.49M | 0.41% | +28+0.6% | Added |
| Rosenbaum Jay D. | 5,057 | $1.49M | 2.47% | −561−10.0% | Reduced |
| Peregrine Capital Management LLC | 5,024 | $1.48M | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,000 | $1.47M | 0.20% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,975 | $1.46M | 0.68% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,967 | $1.46M | 0.03% | −426−7.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,955 | $1.46M | 0.22% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,907 | $1.44M | 0.12% | −297−5.7% | Reduced |
| Gladstone Institutional Advisory LLC | 4,849 | $1.43M | 0.14% | +3,047+169.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,847 | $1.42M | 0.01% | −1,201−19.9% | Reduced |
| Legacy Bridge, LLC | 4,814 | $1.42M | 0.82% | +4,814 | New |
| Y-Intercept (Hong Kong) Ltd | 4,678 | $1.38M | 0.25% | +851+22.2% | Added |
| Tower Research Capital LLC (TRC) | 4,628 | $1.36M | 0.03% | +3,219+228.5% | Added |
| Rodgers Brothers Inc. | 4,601 | $1.35M | 0.27% | −250−5.2% | Reduced |
| American National Bank | 4,594 | $1.35M | 0.30% | +171+3.9% | Added |
| Cetera Advisors LLC | 4,577 | $1.35M | 0.03% | +847+22.7% | Added |
| Sigma Planning Corp | 4,559 | $1.34M | 0.04% | −986−17.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,560 | $1.34M | 0.16% | +4,560 | New |
| Connolly Sarah T. | 4,554 | $1.34M | 1.10% | −1,013−18.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,503 | $1.32M | 0.03% | −345−7.1% | Reduced |
| Cetera Investment Advisers | 4,492 | $1.32M | 0.02% | −79−1.7% | Reduced |
| Wetherby Asset Management Inc | 4,464 | $1.31M | 0.08% | −6−0.1% | Reduced |
| Argent Trust Co | 4,320 | $1.27M | 0.08% | −259−5.7% | Reduced |
| Regal Investment Advisors LLC | 4,279 | $1.26M | 0.12% | −221−4.9% | Reduced |
| Versor Investments LP | 4,277 | $1.26M | 0.04% | +2,849+199.5% | Added |
| Ameritas Investment Company, LLC | 4,268 | $1.25M | 0.06% | +1,697+66.0% | Added |
| Bessemer Group Inc | 4,265 | $1.25M | 0.00% | −165−3.7% | Reduced |
| Stephens Inc | 4,249 | $1.25M | 0.02% | −338−7.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,248 | $1.25M | 0.06% | +150+3.7% | Added |
| Oppenheimer Asset Management Inc. | 4,222 | $1.24M | 0.02% | +51+1.2% | Added |
| Credential Qtrade Securities Inc. | 4,214 | $1.24M | 0.10% | +126+3.1% | Added |
| OPSEU Pension Plan Trust Fund | 4,238 | $1.24M | 0.31% | −165−3.7% | Reduced |
| Cresset Asset Management, LLC | 4,149 | $1.22M | 0.02% | −137−3.2% | Reduced |
| AlphaCrest Capital Management LLC | 4,150 | $1.22M | 0.06% | +2,037+96.4% | Added |
| Neville Rodie & Shaw Inc | 4,100 | $1.21M | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 4,077 | $1.20M | 0.04% | +999+32.5% | Added |
| Freemont Management S.A. | 4,000 | $1.18M | 0.16% | +4,000 | New |
| Uncommon Cents Investing LLC | 3,955 | $1.16M | 0.47% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,945 | $1.16M | 0.06% | −1,534−28.0% | Reduced |
| Veritable, L.P. | 3,864 | $1.14M | 0.02% | −114−2.9% | Reduced |
| Eudaimonia Partners, LLC | 3,859 | $1.14M | 0.20% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,847 | $1.13M | 0.25% | +7+0.2% | Added |
| Avantax Planning Partners, Inc. | 3,801 | $1.12M | 0.05% | +100+2.7% | Added |
| First Commonwealth Financial Corp | 3,743 | $1.10M | 0.40% | 00.0% | Unchanged |
| 1st Source Bank | 3,741 | $1.10M | 0.07% | 00.0% | Unchanged |
| Seeyond | 3,708 | $1.09M | 0.11% | +1,451+64.3% | Added |
| Atria Investments LLC | 3,701 | $1.09M | 0.02% | +49+1.3% | Added |
| First United Bank Trust | 3,672 | $1.08M | 0.44% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,670 | $1.08M | 0.01% | +3+0.1% | Added |
| Franklin Street Advisors Inc | 3,650 | $1.07M | 0.09% | −488−11.8% | Reduced |
| Cigna Investments Inc | 3,615 | $1.06M | 0.08% | −132−3.5% | Reduced |
| Private Trust Co NA | 3,519 | $1.03M | 0.15% | +263+8.1% | Added |
| Strategic Wealth Management Inc | 3,497 | $1.03M | 0.53% | −809−18.8% | Reduced |
| Krilogy Financial LLC | 3,445 | $1.01M | 0.10% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,403 | $1.00M | 0.18% | +3,403 | New |
| NorthCoast Asset Management LLC | 3,381 | $994.0K | 0.04% | +3,381 | New |
| Fayez Sarofim & Co | 3,377 | $993.0K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,352 | $986.0K | 0.08% | 00.0% | Unchanged |
| Samlyn Capital, LLC | 3,340 | $982.0K | 0.01% | −148−4.2% | Reduced |
| Kinneret Advisory, LLC | 3,326 | $978.0K | 0.11% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,287 | $967.0K | 0.08% | +13+0.4% | Added |
| Natixis | 3,283 | $965.0K | 0.00% | +3,283 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,279 | $964.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 3,262 | $959.0K | 0.09% | +225+7.4% | Added |
| Lido Advisors, LLC | 3,242 | $953.0K | 0.02% | −218−6.3% | Reduced |
| Homrich & Berg | 3,240 | $953.0K | 0.02% | −29−0.9% | Reduced |