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 |
|---|---|---|---|---|---|
| Bruderman Asset Management, LLC | 904 | $266.0K | 0.07% | 00.0% | Unchanged |
| Platform Technology Partners | 901 | $265.0K | 0.12% | −25−2.7% | Reduced |
| Mission Wealth Management, LP | 900 | $265.0K | 0.01% | +900 | New |
| Schneider Downs Wealth Management Advisors, LP | 897 | $264.0K | 0.07% | −4−0.4% | Reduced |
| Professional Advisory Services Inc | 895 | $263.0K | 0.04% | 00.0% | Unchanged |
| Exane Derivatives | 890 | $261.7K | 0.07% | +75+9.2% | Added |
| Hudock, Inc. | 889 | $261.0K | 0.08% | +1+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 883 | $260.0K | 0.00% | +811+1,126.4% | Added |
| SeaCrest Wealth Management, LLC | 882 | $259.0K | 0.03% | −13−1.5% | Reduced |
| Citizens & Northern Corp | 880 | $259.0K | 0.10% | 00.0% | Unchanged |
| Community Bank, N.A. | 875 | $257.0K | 0.03% | −800−47.8% | Reduced |
| People's United Financial, Inc. | 868 | $255.0K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 859 | $253.0K | 0.08% | +72+9.1% | Added |
| Key Financial Inc | 851 | $250.0K | 0.14% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 845 | $248.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 845 | $248.0K | 0.03% | +845 | New |
| Capital International Sarl | 840 | $247.0K | 0.02% | −162−16.2% | Reduced |
| Ironwood Investment Counsel, LLC | 834 | $245.0K | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 825 | $243.0K | 0.01% | +57+7.4% | Added |
| AIA Group Ltd | 822 | $242.0K | 0.01% | +108+15.1% | Added |
| West Family Investments, Inc. | 823 | $242.0K | 0.06% | +823 | New |
| Capstone Investment Advisors, LLC | 821 | $241.0K | 0.00% | +821 | New |
| Connecticut Wealth Management, LLC | 811 | $238.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 807 | $238.0K | 0.21% | +807 | New |
| Foster Group, Inc. | 805 | $237.0K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 802 | $236.0K | 0.02% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $235.0K | 0.11% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $235.0K | 0.13% | 00.0% | Unchanged |
| Headinvest, LLC | 800 | $235.0K | 0.04% | +50+6.7% | Added |
| Hanson & Doremus Investment Management | 795 | $234.0K | 0.05% | −194−19.6% | Reduced |
| Brookstone Capital Management | 773 | $232.0K | 0.00% | −1,120−59.2% | Reduced |
| Horizon Investments, LLC | 790 | $232.0K | 0.01% | +42+5.6% | Added |
| NBT Bank N A | 780 | $230.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 776 | $228.0K | 0.04% | +3+0.4% | Added |
| Paragon Capital Management Ltd | 771 | $227.0K | 0.04% | +1+0.1% | Added |
| Acadian Asset Management LLC | 773 | $226.0K | 0.00% | −1,558−66.8% | Reduced |
| Jacobi Capital Management LLC | 770 | $226.0K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 765 | $224.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 758 | $223.0K | 0.01% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $222.0K | 0.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 755 | $222.0K | 0.03% | +755 | New |
| Argent Advisors, Inc. | 750 | $221.0K | 0.13% | −350−31.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 753 | $221.0K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 748 | $220.0K | 0.03% | +4+0.5% | Added |
| Wall Street Access Asset Management, LLC | 747 | $219.0K | 0.10% | +747 | New |
| Johanson Financial Advisors, Inc. | 738 | $217.0K | 0.07% | +2+0.3% | Added |
| Hoylecohen, LLC | 736 | $216.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 735 | $216.0K | 0.14% | 00.0% | Unchanged |
| Aries Wealth Management | 733 | $216.0K | 0.09% | +5+0.7% | Added |
| Central Trust Co | 728 | $214.0K | 0.01% | −29−3.8% | Reduced |
| Bell Bank | 724 | $213.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 724 | $213.0K | 0.07% | +724 | New |
| Sadoff Investment Management LLC | 716 | $211.0K | 0.01% | −200−21.8% | Reduced |
| Hills Bank & Trust Co | 717 | $211.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 718 | $211.0K | 0.02% | +718 | New |
| Great Valley Advisor Group, Inc. | 714 | $210.0K | 0.01% | +714 | New |
| Advisor Resource Council | 711 | $209.0K | 0.06% | −1,268−64.1% | Reduced |
| RSM US Wealth Management LLC | 712 | $209.0K | 0.01% | +712 | New |
| Sabal Trust CO | 705 | $207.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 700 | $206.0K | 0.01% | −93−11.7% | Reduced |
| Mechanics Bank Trust Department | 700 | $206.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $206.0K | 0.12% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $205.0K | 0.05% | +696 | New |
| RB Capital Management, LLC | 697 | $205.0K | 0.08% | +697 | New |
| Greenwood Gearhart Inc | 693 | $204.0K | 0.03% | +693 | New |
| Accredited Investors Inc. | 683 | $201.0K | 0.02% | +683 | New |
| TrinityPoint Wealth, LLC | 683 | $201.0K | 0.04% | +683 | New |
| Coastal Investment Advisors, Inc. | 684 | $201.0K | 0.05% | +684 | New |
| Tradition Wealth Management, LLC | 673 | $198.0K | 0.03% | +2+0.3% | Added |
| Carroll Financial Associates, Inc. | 657 | $193.0K | 0.01% | +1+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 650 | $191.0K | 0.03% | +650 | New |
| Altshuler Shaham Ltd | 640 | $189.0K | 0.00% | −280−30.4% | Reduced |
| Evermay Wealth Management LLC | 644 | $189.0K | 0.04% | −156−19.5% | Reduced |
| First Command Bank | 624 | $184.0K | 0.03% | −100−13.8% | Reduced |
| First Command Financial Services, Inc. | 624 | $184.0K | 0.03% | −100−13.8% | Reduced |
| Federated Hermes, Inc. | 594 | $175.0K | 0.00% | −760−56.1% | Reduced |
| Natixis Investment Managers International | 557 | $163.0K | 0.01% | −183−24.7% | Reduced |
| Quadrant Capital Group LLC | 537 | $158.0K | 0.02% | +56+11.6% | Added |
| McClarren Financial Advisors, Inc. | 532 | $156.0K | 0.12% | +1+0.2% | Added |
| JFS Wealth Advisors, LLC | 520 | $153.0K | 0.02% | +420+420.0% | Added |
| MCF Advisors LLC | 510 | $150.0K | 0.02% | +218+74.7% | Added |
| Accel Wealth Management | 500 | $147.0K | 0.09% | −11−2.2% | Reduced |
| Leonteq Securities AG | 485 | $142.6K | 0.01% | +211+77.0% | Added |
| AlphaMark Advisors, LLC | 481 | $141.0K | 0.05% | +1+0.2% | Added |
| C M Bidwell & Associates Ltd | 471 | $138.0K | 0.09% | −15−3.1% | Reduced |
| TFC Financial Management | 471 | $138.0K | 0.05% | +80+20.5% | Added |
| Edge Wealth Management LLC | 450 | $132.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 435 | $128.0K | 0.00% | +65+17.6% | Added |
| Private Ocean, LLC | 430 | $126.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 429 | $126.0K | 0.02% | +43+11.1% | Added |
| Penserra Capital Management LLC | 419 | $123.0K | 0.00% | +40+10.6% | Added |
| Tobam | 413 | $121.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 380 | $116.0K | 0.16% | +380 | New |
| Lake Point Wealth Management | 366 | $108.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 364 | $107.0K | 0.00% | +338+1,300.0% | Added |
| Belpointe Asset Management LLC | 356 | $104.0K | 0.01% | +356 | New |
| Valley National Advisers Inc | 351 | $103.0K | 0.02% | +17+5.1% | Added |
| Kings Point Capital Management | 350 | $103.0K | 0.01% | +300+600.0% | Added |
| Caldwell Trust Co | 350 | $102.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 346 | $101.0K | 0.06% | +111+47.2% | Added |