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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 1,915 | $563.0K | 0.06% | +18+0.9% | Added |
| Inscription Capital, LLC | 1,915 | $563.0K | 0.18% | +1,915 | New |
| Choate Investment Advisors | 1,907 | $561.0K | 0.04% | +5+0.3% | Added |
| Bokf, NA | 1,909 | $561.0K | 0.01% | +1,909 | New |
| Stonebridge Capital Advisors LLC | 1,901 | $559.0K | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,885 | $554.0K | 0.12% | −28−1.5% | Reduced |
| WealthPLAN Partners, LLC | 1,577 | $553.0K | 0.04% | +10+0.6% | Added |
| Regentatlantic Capital LLC | 1,876 | $552.0K | 0.02% | +30+1.6% | Added |
| Avantax Advisory Services, Inc. | 1,868 | $548.0K | 0.01% | −48−2.5% | Reduced |
| Howland Capital Management LLC | 1,850 | $544.0K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,823 | $536.0K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,802 | $530.0K | 0.01% | +28+1.6% | Added |
| Stratos Wealth Advisors, LLC | 1,766 | $519.0K | 0.04% | −220−11.1% | Reduced |
| Triton Wealth Management, PLLC | 1,643 | $518.0K | 0.25% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,761 | $518.0K | 0.03% | +273+18.3% | Added |
| Gsa Capital Partners LLP | 1,761 | $518.0K | 0.05% | +1,761 | New |
| Prudent Investors Network | 1,761 | $518.0K | 0.26% | +1,761 | New |
| Capital Investment Advisors, LLC | 1,749 | $514.0K | 0.02% | +1+0.1% | Added |
| Chilton Capital Management LLC | 1,748 | $514.0K | 0.03% | +426+32.2% | Added |
| Assenagon Asset Management S.A. | 1,738 | $511.0K | 0.00% | +1,738 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,734 | $510.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,728 | $508.0K | 0.02% | +319+22.6% | Added |
| World Asset Management Inc | 1,722 | $506.0K | 0.05% | −190−9.9% | Reduced |
| Chelsea Counsel Co | 1,692 | $498.0K | 0.23% | +100+6.3% | Added |
| Profund Advisors LLC | 1,668 | $490.0K | 0.02% | +9+0.5% | Added |
| Cooper Financial Group | 1,663 | $489.0K | 0.10% | −298−15.2% | Reduced |
| Fort Point Capital Partners LLC | 1,660 | $488.0K | 0.08% | +26+1.6% | Added |
| EP Wealth Advisors, LLC | 1,657 | $487.0K | 0.01% | +12+0.7% | Added |
| Middleton & Co Inc | 1,650 | $485.0K | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,645 | $484.0K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,639 | $482.0K | 0.00% | −786−32.4% | Reduced |
| Csenge Advisory Group | 1,632 | $481.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,630 | $479.0K | 0.03% | −2−0.1% | Reduced |
| Beaton Management Co. Inc. | 1,615 | $475.0K | 0.31% | +225+16.2% | Added |
| Symmetry Partners, LLC | 1,590 | $474.0K | 0.03% | −1,437−47.5% | Reduced |
| Mid Atlantic Financial Management Inc | 1,611 | $474.0K | 0.03% | +36+2.3% | Added |
| Ameritas Investment Partners, Inc. | 1,608 | $473.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,604 | $472.0K | 0.01% | −3−0.2% | Reduced |
| Fred Alger Management, LLC | 1,603 | $471.0K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,600 | $470.0K | 0.15% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,600 | $470.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,597 | $470.0K | 0.29% | +190+13.5% | Added |
| Jupiter Wealth Management LLC | 1,400 | $467.0K | 0.22% | 00.0% | Unchanged |
| Veriti Management LLC | 1,569 | $461.0K | 0.07% | −1,313−45.6% | Reduced |
| Fiera Capital Corp | 1,555 | $457.0K | 0.00% | +24+1.6% | Added |
| Patron Partners Advisors, LLC | 1,537 | $451.0K | 0.33% | −6−0.4% | Reduced |
| Baystate Wealth Management LLC | 1,533 | $451.0K | 0.04% | 00.0% | Unchanged |
| Partners Group Holding AG | 1,523 | $448.0K | 0.03% | +1,523 | New |
| Cambridge Trust Co | 1,520 | $447.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,515 | $445.0K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,512 | $445.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,502 | $442.0K | 0.04% | +43+2.9% | Added |
| Freestone Capital Holdings, LLC | 1,499 | $441.0K | 0.02% | −783−34.3% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $441.0K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $441.0K | 0.21% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,491 | $438.0K | 0.04% | +20+1.4% | Added |
| Enterprise Bank & Trust Co | 1,483 | $436.0K | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 1,481 | $435.0K | 0.01% | +1+0.1% | Added |
| Smithfield Trust Co | 1,477 | $434.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,477 | $434.0K | 0.02% | +1,477 | New |
| Empirical Finance, LLC | 1,474 | $433.0K | 0.07% | +83+6.0% | Added |
| Harbour Investments, Inc. | 1,468 | $432.0K | 0.01% | −179−10.9% | Reduced |
| Wolverine Trading, LLC | 1,437 | $428.0K | 0.01% | +482+50.5% | Added |
| Kowal Investment Group, LLC | 1,450 | $426.0K | 0.13% | −61−4.0% | Reduced |
| Bryn Mawr Trust Co | 1,435 | $422.0K | 0.02% | +1,435 | New |
| Castleark Management LLC | 1,420 | $418.0K | 0.02% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 1,420 | $418.0K | 0.02% | +1,420 | New |
| AdvisorNet Financial, Inc | 1,406 | $414.0K | 0.03% | −1,108−44.1% | Reduced |
| Equitable Holdings, Inc. | 1,408 | $414.0K | 0.01% | +1,408 | New |
| Conning Inc. | 1,402 | $412.0K | 0.01% | −115−7.6% | Reduced |
| Costello Asset Management, INC | 1,400 | $412.0K | 0.26% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $411.0K | 0.07% | +1,397 | New |
| AMJ Financial Wealth Management | 1,395 | $410.0K | 0.17% | −37−2.6% | Reduced |
| Vista Wealth Management Group, LLC | 1,392 | $409.0K | 0.07% | +1,392 | New |
| Equitable Trust Co | 1,385 | $407.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 1,382 | $407.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,366 | $402.0K | 0.19% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,357 | $399.0K | 0.03% | +139+11.4% | Added |
| NuWave Investment Management, LLC | 1,355 | $398.0K | 0.45% | +1,355 | New |
| Verity Asset Management, Inc. | 1,349 | $397.0K | 0.26% | −53−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,330 | $391.0K | 0.03% | +230+20.9% | Added |
| Fieldpoint Private Securities, LLC | 1,328 | $390.0K | 0.09% | +226+20.5% | Added |
| Polar Asset Management Partners Inc. | 1,328 | $390.0K | 0.00% | +1,328 | New |
| United Capital Financial Advisers, LLC | 1,317 | $387.0K | 0.00% | −322−19.6% | Reduced |
| Centaurus Financial, Inc. | 1,305 | $384.0K | 0.03% | +455+53.5% | Added |
| Bridgefront Capital, LLC | 1,306 | $384.0K | 0.40% | +1,306 | New |
| Andesa Financial Management Inc. | 1,301 | $383.0K | 0.21% | −9−0.7% | Reduced |
| Bailard, Inc. | 1,303 | $383.0K | 0.01% | +3+0.2% | Added |
| Altium Wealth Management LLC | 1,304 | $383.0K | 0.03% | +3+0.2% | Added |
| Valley Brook Capital Group | 1,300 | $382.0K | 0.38% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,299 | $382.0K | 0.01% | +1,299 | New |
| Change Path, LLC | 1,297 | $381.0K | 0.02% | −143−9.9% | Reduced |
| 9258 Wealth Management, LLC | 1,297 | $381.0K | 0.10% | +65+5.3% | Added |
| Dynamic Advisor Solutions LLC | 1,287 | $378.0K | 0.03% | +78+6.5% | Added |
| Cannon Financial Strategists, Inc. | 1,283 | $377.2K | 0.15% | +1,283 | New |
| Lakeview Capital Partners, LLC | 1,272 | $374.0K | 0.17% | +11+0.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 1,266 | $372.0K | 0.01% | +1,266 | New |
| Hyman Charles D | 1,254 | $369.0K | 0.03% | −50−3.8% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $368.0K | 0.18% | −250−16.7% | Reduced |
| Ellevest, Inc. | 1,238 | $364.0K | 0.04% | +133+12.0% | Added |