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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 3,207 | $943.0K | 0.07% | −23−0.7% | Reduced |
| Syntal Capital Partners, LLC | 3,204 | $942.0K | 0.33% | −780−19.6% | Reduced |
| Wealthspire Advisors, LLC | 3,189 | $938.0K | 0.02% | +649+25.6% | Added |
| Ziegler Capital Management, LLC | 3,178 | $934.0K | 0.03% | +114+3.7% | Added |
| Bowen Hanes & Co Inc | 3,150 | $926.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,150 | $926.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,141 | $923.0K | 0.02% | +11+0.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,105 | $913.0K | 0.28% | +145+4.9% | Added |
| Summit Financial, LLC | 3,076 | $904.5K | 0.08% | +1,625+112.0% | Added |
| First Midwest Bank Trust Division | 3,023 | $888.0K | 0.13% | −82−2.6% | Reduced |
| AE Wealth Management LLC | 3,019 | $888.0K | 0.01% | +221+7.9% | Added |
| MainStreet Investment Advisors LLC | 3,011 | $885.0K | 0.09% | +178+6.3% | Added |
| Wedbush Securities Inc | 3,004 | $883.0K | 0.04% | −86−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,998 | $882.0K | 0.09% | −23−0.8% | Reduced |
| RBF Capital, LLC | 3,000 | $882.0K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 2,994 | $880.0K | 0.04% | −383−11.3% | Reduced |
| Murphy Capital Management Inc | 2,995 | $880.0K | 0.10% | −50−1.6% | Reduced |
| Savant Capital, LLC | 2,941 | $865.0K | 0.03% | +6+0.2% | Added |
| Massmutual Trust Co FSB | 2,900 | $853.0K | 0.04% | +173+6.3% | Added |
| Occudo Quantitative Strategies LP | 2,847 | $837.0K | 0.10% | −1,344−32.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,834 | $833.0K | 0.07% | −191−6.3% | Reduced |
| Vestcor Inc | 2,815 | $828.0K | 0.03% | −237−7.8% | Reduced |
| Washington Trust Co | 2,774 | $816.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,708 | $796.3K | 0.03% | +180+7.1% | Added |
| Advisors Capital Management, LLC | 2,684 | $789.0K | 0.02% | +35+1.3% | Added |
| WESPAC Advisors, LLC | 2,665 | $784.0K | 0.48% | +2,665 | New |
| Parsec Financial Management, Inc. | 2,331 | $782.0K | 0.03% | +2,331 | New |
| Marshall Financial Group LLC | 2,656 | $781.0K | 0.40% | +219+9.0% | Added |
| Avalon Investment & Advisory | 2,638 | $776.0K | 0.02% | +402+18.0% | Added |
| WoodTrust Financial Corp | 2,637 | $775.0K | 0.18% | +1,580+149.5% | Added |
| NVWM, LLC | 2,615 | $769.0K | 0.28% | −37−1.4% | Reduced |
| TD Private Client Wealth LLC | 2,603 | $765.4K | 0.03% | +415+19.0% | Added |
| Millennium Management LLC | 2,592 | $762.0K | 0.00% | −7,616−74.6% | Reduced |
| Strategy Asset Managers LLC | 2,593 | $762.0K | 0.17% | +2,593 | New |
| Hutchinson Capital Management | 2,569 | $755.0K | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 2,553 | $751.0K | 0.01% | −127−4.7% | Reduced |
| Verition Fund Management LLC | 2,553 | $751.0K | 0.01% | +1,779+229.8% | Added |
| Rossmore Private Capital | 2,549 | $750.0K | 0.13% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,542 | $748.0K | 0.02% | +159+6.7% | Added |
| Janney Capital Management LLC | 2,531 | $744.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,495 | $734.0K | 0.29% | +5+0.2% | Added |
| ETF Managers Group, LLC | 2,464 | $734.0K | 0.01% | +201+8.9% | Added |
| Financial Management Network Inc | 2,500 | $732.0K | 0.37% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,472 | $727.0K | 0.07% | −1,252−33.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,264 | $724.0K | 0.03% | −80−3.4% | Reduced |
| Marietta Investment Partners LLC | 2,456 | $722.0K | 0.17% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,437 | $717.0K | 0.08% | +644+35.9% | Added |
| Aspen Investment Management Inc | 2,414 | $710.0K | 0.38% | 00.0% | Unchanged |
| SFMG, LLC | 2,398 | $705.0K | 0.08% | +51+2.2% | Added |
| Trust Co of Oklahoma | 2,375 | $698.3K | 0.25% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,365 | $695.0K | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,350 | $691.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 2,321 | $682.0K | 0.01% | −46−1.9% | Reduced |
| Claret Asset Management Corp | 2,312 | $680.0K | 0.12% | +81+3.6% | Added |
| Washington Trust Bank | 2,298 | $676.0K | 0.08% | 00.0% | Unchanged |
| Covington Capital Management | 2,272 | $668.0K | 0.03% | +792+53.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,220 | $653.0K | 0.06% | +530+31.4% | Added |
| Capital Asset Advisory Services LLC | 2,207 | $649.0K | 0.07% | +116+5.5% | Added |
| Assetmark, Inc | 2,200 | $647.0K | 0.00% | −185−7.8% | Reduced |
| Selective Wealth Management, Inc. | 2,187 | $643.0K | 0.34% | +315+16.8% | Added |
| FORA Capital, LLC | 2,160 | $635.0K | 0.16% | −5,471−71.7% | Reduced |
| Evoke Wealth, LLC | 2,155 | $633.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,150 | $632.0K | 0.11% | +5+0.2% | Added |
| Corient Capital Partners, LLC | 2,143 | $630.0K | 0.05% | +35+1.7% | Added |
| Deseret Mutual Benefit Administrators | 2,135 | $628.0K | 0.12% | +1,666+355.2% | Added |
| RMB Capital Management, LLC | 2,106 | $619.0K | 0.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $617.0K | 0.24% | 00.0% | Unchanged |
| Lincoln National Corp | 2,096 | $617.0K | 0.01% | +366+21.2% | Added |
| Formidable Asset Management, LLC | 2,096 | $616.0K | 0.12% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,074 | $610.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 2,071 | $609.0K | 0.09% | +2,071 | New |
| Interchange Capital Partners, LLC | 2,055 | $604.0K | 1.01% | −4−0.2% | Reduced |
| Harfst & Associates, Inc. | 2,047 | $601.0K | 0.17% | −2−0.1% | Reduced |
| Ellenbecker Investment Group | 2,046 | $601.0K | 0.19% | +6+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,037 | $599.0K | 0.01% | +782+62.3% | Added |
| Kestra Private Wealth Services, LLC | 2,027 | $596.0K | 0.03% | −28−1.4% | Reduced |
| Moors & Cabot, Inc. | 2,030 | $595.0K | 0.04% | +174+9.4% | Added |
| Liontrust Investment Partners LLP | 2,023 | $594.8K | 0.01% | +2,023 | New |
| Markston International LLC | 2,021 | $594.0K | 0.56% | 00.0% | Unchanged |
| Charter Trust Co | 2,018 | $593.0K | 0.06% | +25+1.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,009 | $592.0K | 0.08% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,012 | $592.0K | 0.02% | +97+5.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,010 | $591.0K | 0.08% | +410+25.6% | Added |
| Grimes & Company, Inc. | 2,006 | $590.0K | 0.03% | −161−7.4% | Reduced |
| Fragasso Group Inc. | 2,005 | $590.0K | 0.08% | +1,189+145.7% | Added |
| Apollon Wealth Management, LLC | 2,006 | $590.0K | 0.08% | +2,006 | New |
| Sicart Associates LLC | 2,000 | $588.0K | 0.16% | −400−16.7% | Reduced |
| Bluestein R H & Co | 2,000 | $588.0K | 0.02% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 2,000 | $588.0K | 1.17% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 2,000 | $588.0K | 0.36% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,000 | $588.0K | 0.07% | +2,000 | New |
| Chatham Capital Group, Inc. | 1,994 | $586.0K | 0.11% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,978 | $582.0K | 0.32% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,975 | $581.0K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 1,962 | $577.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,954 | $574.0K | 0.00% | −202−9.4% | Reduced |
| Addison Capital Co | 1,934 | $569.0K | 0.26% | +10+0.5% | Added |
| Chemung Canal Trust Co | 1,932 | $568.0K | 0.11% | −15,505−88.9% | Reduced |
| Maven Securities LTD | 1,923 | $565.0K | 0.06% | +1,923 | New |
| Signaturefd, LLC | 1,919 | $564.0K | 0.02% | +78+4.2% | Added |