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, Q4 2021
Institutional positions in Rockwell Automation, Inc as of Dec 31, 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
- 1,136
- +116 vs. Q3 2021
- Shares held
- 91.6M
- +239.2K (+0.3%) vs. Q3 2021
- Total value
- $31.9B
- +$5.02B (+18.7%) vs. Q3 2021
- New holders
- 183
- 395 more added
- Sold out
- 67
- 348 more reduced
17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,366,236 | $3.97B | 0.09% | +22,230+0.2% | Added |
| BlackRock Inc. | 8,966,745 | $3.13B | 0.08% | −52,465−0.6% | Reduced |
| Capital World Investors | 4,892,850 | $1.71B | 0.27% | +1,272,634+35.2% | Added |
| State Street Corp | 4,846,228 | $1.69B | 0.08% | +120,708+2.6% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 2,753,265 | $954.9M | 4.15% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,465,638 | $860.1M | 0.11% | −597,655−19.5% | Reduced |
| UBS Group AG | 2,453,270 | $855.8M | 0.34% | −33,815−1.4% | Reduced |
| Geode Capital Management, LLC | 2,207,852 | $768.8M | 0.09% | −60,784−2.7% | Reduced |
| Bank of America Corp | 2,166,231 | $755.7M | 0.08% | −960,359−30.7% | Reduced |
| Alliancebernstein L.P. | 1,461,253 | $509.8M | 0.18% | +130,498+9.8% | Added |
| Northern Trust Corp | 1,409,761 | $491.8M | 0.08% | −4,742−0.3% | Reduced |
| Janus Henderson Group PLC | 1,378,474 | $480.9M | 0.20% | +292,347+26.9% | Added |
| Amundi | 1,430,142 | $473.0M | 0.30% | −77,474−5.1% | Reduced |
| Bank of New York Mellon Corp | 1,351,806 | $471.6M | 0.09% | −117,916−8.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,349,037 | $470.6M | 0.29% | +191,618+16.6% | Added |
| American Century Companies Inc | 1,242,121 | $433.3M | 0.27% | −38,416−3.0% | Reduced |
| Lazard Asset Management LLC | 1,154,761 | $402.8M | 0.43% | −4,091−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,149,342 | $400.9M | 0.10% | +32,860+2.9% | Added |
| Norges Bank | 1,110,038 | $387.2M | 0.08% | −155,926−12.3% | Reduced |
| Morgan Stanley | 1,067,363 | $372.4M | 0.05% | +244,302+29.7% | Added |
| Price T Rowe Associates Inc | 1,051,042 | $366.7M | 0.03% | −27,533−2.6% | Reduced |
| Invesco Ltd. | 956,437 | $333.7M | 0.08% | −152,462−13.7% | Reduced |
| Legal & General Group Plc | 931,285 | $324.9M | 0.10% | −2,783−0.3% | Reduced |
| FMR LLC | 795,883 | $277.6M | 0.02% | +3,432+0.4% | Added |
| Franklin Resources Inc | 766,404 | $267.4M | 0.10% | +2,053+0.3% | Added |
| UBS Asset Management Americas Inc | 707,435 | $246.8M | 0.09% | −2,264−0.3% | Reduced |
| Impax Asset Management Group plc | 696,642 | $243.0M | 0.89% | −1,913−0.3% | Reduced |
| Dimensional Fund Advisors LP | 686,086 | $239.3M | 0.07% | +3,877+0.6% | Added |
| Champlain Investment Partners, LLC | 680,586 | $237.4M | 1.07% | −2,005−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 573,919 | $200.2M | 0.43% | +83,719+17.1% | Added |
| Wells Fargo & Company | 556,141 | $194.0M | 0.05% | +17,521+3.3% | Added |
| Charles Schwab Investment Management Inc | 552,230 | $192.6M | 0.06% | +14,804+2.8% | Added |
| King Luther Capital Management Corp | 533,337 | $186.1M | 0.84% | +6,276+1.2% | Added |
| Ninety One UK Ltd | 491,957 | $171.6M | 0.41% | +247,828+101.5% | Added |
| Nuveen Asset Management, LLC | 473,245 | $165.1M | 0.05% | −163,593−25.7% | Reduced |
| APG Asset Management N.V. | 505,286 | $155.0M | 0.26% | +12,392+2.5% | Added |
| Swiss National Bank | 441,005 | $153.8M | 0.09% | −17,900−3.9% | Reduced |
| Swedbank AB | 429,402 | $148.9M | 0.25% | −120,426−21.9% | Reduced |
| Parametric Portfolio Associates LLC | 423,320 | $147.7M | 0.08% | +545+0.1% | Added |
| Royal Bank of Canada | 367,900 | $128.3M | 0.03% | +4,834+1.3% | Added |
| Envestnet Asset Management Inc | 343,928 | $120.0M | 0.06% | +22,358+7.0% | Added |
| Bank of Montreal | 320,800 | $112.2M | 0.06% | −233,381−42.1% | Reduced |
| Ameriprise Financial Inc | 351,015 | $112.2M | 0.03% | +174,086+98.4% | Added |
| Blair William & Co | 321,583 | $112.2M | 0.35% | +20,665+6.9% | Added |
| Deutsche Bank AG | 318,452 | $111.1M | 0.05% | +42,780+15.5% | Added |
| Alleghany Corp | 316,899 | $110.5M | 3.21% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 290,632 | $101.4M | 0.54% | +23,979+9.0% | Added |
| DekaBank Deutsche Girozentrale | 286,509 | $99.5M | 0.24% | +19,656+7.4% | Added |
| Saturna Capital CORP | 300,000 | $99.0M | 1.78% | 00.0% | Unchanged |
| Primecap Management Co | 280,220 | $97.8M | 0.07% | −7,030−2.4% | Reduced |
| Eaton Vance Management | 271,647 | $94.8M | 0.12% | +282+0.1% | Added |
| Eagle Asset Management Inc | 270,690 | $93.9M | 0.41% | −34,255−11.2% | Reduced |
| Public Employees Retirement Association of Colorado | 266,808 | $93.1M | 0.38% | −6,524−2.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 265,886 | $92.2M | 0.13% | −6,846−2.5% | Reduced |
| Fort Pitt Capital Group, LLC | 260,090 | $90.7M | 3.28% | +4,174+1.6% | Added |
| Credit Suisse AG | 259,393 | $90.5M | 0.07% | −16,829−6.1% | Reduced |
| California Public Employees Retirement System | 251,675 | $87.8M | 0.06% | −10,409−4.0% | Reduced |
| Huntington National Bank | 251,095 | $87.6M | 0.80% | +8,316+3.4% | Added |
| Candriam Luxembourg S.C.A. | 250,558 | $87.4M | 0.56% | +6,125+2.5% | Added |
| Lord, Abbett & Co. LLC | 238,478 | $83.2M | 0.19% | +238,478 | New |
| Westfield Capital Management Co LP | 237,680 | $82.9M | 0.49% | −6,779−2.8% | Reduced |
| Ardevora Asset Management LLP | 229,468 | $80.0M | 0.85% | −6,600−2.8% | Reduced |
| AQR Capital Management LLC | 229,768 | $79.6M | 0.14% | +14,486+6.7% | Added |
| First Trust Advisors LP | 225,381 | $78.6M | 0.08% | −36,651−14.0% | Reduced |
| Raymond James & Associates | 220,652 | $77.0M | 0.06% | −24,179−9.9% | Reduced |
| Nordea Investment Management AB | 213,285 | $73.8M | 0.09% | +15,327+7.7% | Added |
| Atalanta Sosnoff Capital, LLC | 205,312 | $71.6M | 1.54% | +61,209+42.5% | Added |
| California State Teachers Retirement System | 204,968 | $71.5M | 0.08% | +2,359+1.2% | Added |
| Rhumbline Advisers | 203,379 | $70.9M | 0.09% | +1,242+0.6% | Added |
| Quilter Plc | 206,669 | $70.2M | 1.83% | +36,979+21.8% | Added |
| National Pension Service | 195,603 | $68.2M | 0.12% | −10,718−5.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 193,252 | $67.4M | 3.82% | −756−0.4% | Reduced |
| Marshall Wace, LLP | 188,013 | $65.6M | 0.13% | +177,131+1,627.7% | Added |
| Victory Capital Management Inc | 176,793 | $61.7M | 0.06% | −14,470−7.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 160,503 | $56.0M | 0.12% | −18,828−10.5% | Reduced |
| Waters Parkerson & Co., LLC | 159,458 | $55.6M | 2.94% | −7,674−4.6% | Reduced |
| Fisher Asset Management, LLC | 154,950 | $54.1M | 0.03% | +5,453+3.6% | Added |
| Barclays PLC | 154,302 | $53.8M | 0.03% | −6,586−4.1% | Reduced |
| Shellback Capital, LP | 153,699 | $53.6M | 3.11% | +153,699 | New |
| New York State Common Retirement Fund | 153,061 | $53.4M | 0.05% | +15,303+11.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 150,900 | $52.6M | 0.60% | +3,000+2.0% | Added |
| State Board of Administration of Florida Retirement System | 150,448 | $52.5M | 0.09% | +2,965+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 154,120 | $52.3M | 0.21% | +7,101+4.8% | Added |
| Robeco Schweiz AG | 150,000 | $52.3M | 0.68% | −15,000−9.1% | Reduced |
| Mairs & Power Inc | 149,073 | $52.0M | 0.48% | −114−0.1% | Reduced |
| Principal Financial Group Inc | 146,774 | $51.2M | 0.03% | −3,249−2.2% | Reduced |
| Agf Investments Inc. | 146,567 | $51.1M | 0.37% | −13,633−8.5% | Reduced |
| Gabelli Funds LLC | 145,800 | $50.9M | 0.32% | −6,200−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 145,778 | $50.9M | 0.17% | +69,911+92.1% | Added |
| Neuberger Berman Group LLC | 144,275 | $49.9M | 0.04% | −7,945−5.2% | Reduced |
| DnB Asset Management AS | 140,701 | $49.1M | 0.29% | +216+0.2% | Added |
| Stephens Investment Management Group LLC | 137,826 | $48.1M | 0.62% | −441−0.3% | Reduced |
| HSBC Holdings PLC | 138,005 | $48.1M | 0.05% | −3,835−2.7% | Reduced |
| Cookson Peirce & Co Inc | 133,184 | $46.5M | 2.59% | +2,139+1.6% | Added |
| Gamco Investors, Inc. Et Al | 133,108 | $46.4M | 0.40% | −2,415−1.8% | Reduced |
| New York State Teachers Retirement System | 126,231 | $44.0M | 0.09% | +1,132+0.9% | Added |
| Stifel Financial Corp | 125,506 | $43.8M | 0.06% | +8,088+6.9% | Added |
| Great West Life Assurance Co | 125,514 | $43.7M | 0.09% | +3,832+3.1% | Added |
| Citigroup Inc | 120,264 | $42.0M | 0.04% | +15,843+15.2% | Added |
| Voya Investment Management LLC | 111,728 | $39.0M | 0.07% | +16,270+17.0% | Added |