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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.

Q4 2021 vs. Q3 2021

How the institutions holding Rockwell Automation, Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ROK: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,037171,136+116
Shares91.4M76.9K91.6M+239.2K (+0.3%)
Value$26.9B$22.6M$31.9B+$5.02B (+18.7%)

17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (183)

Institutions that held Rockwell Automation, Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 183 by value.

Institutions new to ROK in Q4 2021
InstitutionSharesValue% of portfolio
Lord, Abbett & Co. LLC238,478$83.2M0.19%
Shellback Capital, LP153,699$53.6M3.11%
Point72 Asset Management, L.P.28,490$9.94M0.04%
NorthCrest Asset Manangement, LLC25,815$9.01M0.49%
Allspring Global Investments Holdings, LLC22,813$7.96M0.01%
Stonegate Investment Group, LLC22,298$7.78M0.33%
Tenere Capital LLC20,639$7.20M2.86%
Drystone LLC20,461$7.14M7.42%
Bill Few Associates, Inc.17,521$6.11M3.17%
Yousif Capital Management, LLC16,620$5.80M0.06%
Renaissance Investment Group LLC14,931$5.21M1.24%
HRT Financial LP13,439$4.69M0.03%
B. Metzler seel. Sohn & Co. AG12,579$4.36M0.06%
Industrial Alliance Investment Management Inc.11,505$4.01M0.09%
Desjardins Global Asset Management Inc.11,325$3.95M0.34%
Adage Capital Partners GP, L.L.C.8,778$3.06M0.01%
Alberta Investment Management Corp8,255$2.88M0.02%
Western Wealth Management, LLC6,955$2.43M0.24%
National Bank of Canada6,888$2.38M0.01%
Jefferies Group LLC6,166$2.15M0.04%
Vigilant Capital Management, LLC6,154$2.15M0.15%
Nomura Holdings Inc5,740$2.00M0.01%
Stevens Capital Management LP5,464$1.91M0.44%
Donoghue Forlines LLC5,332$1.86M0.31%
Decatur Capital Management, Inc.4,821$1.68M1.00%
Simplex Trading, LLC4,576$1.60M0.05%
Ameritas Advisory Services, LLC4,407$1.54M0.06%
Highview Capital Management LLC4,380$1.53M0.99%
Confluence Wealth Services, Inc.4,314$1.50M0.49%
Sciencast Management LP4,405$1.50M0.26%
St. Louis Trust Co4,143$1.45M0.30%
Quantum Private Wealth, LLC3,692$1.29M0.49%
HB Wealth Management, LLC3,618$1.26M0.03%
Reaves W H & Co Inc3,500$1.22M0.04%
DCM Advisors, LLC3,321$1.16M0.34%
Paloma Partners Management Co3,128$1.09M0.03%
Helios Capital Management Pte. Ltd3,100$1.08M0.98%
Aigen Investment Management, LP3,147$1.06M0.07%
Laurion Capital Management LP2,998$1.05M0.02%
Congress Wealth Management LLC2,988$1.04M0.02%
Clark Capital Management Group, Inc.2,762$964.0K0.01%
Ninety One North America, Inc.2,584$901.0K0.03%
Stiles Financial Services Inc2,405$839.0K0.40%
Mystic Asset Management, Inc.2,380$830.0K0.39%
Two Sigma Securities, LLC2,334$814.0K0.16%
Quadrature Capital Ltd2,281$796.0K0.04%
Hirtle Callaghan & Co LLC2,238$781.0K0.04%
Modera Wealth Management, LLC2,101$733.0K0.03%
Axxcess Wealth Management, LLC2,080$726.0K0.06%
Monte Financial Group, LLC2,064$720.0K0.38%
Foundations Investment Advisors, LLC2,038$683.0K0.03%
Pine Haven Investment Counsel, Inc1,883$657.0K0.61%
First Community Trust NA1,836$640.5K0.53%
Transcend Wealth Collective, LLC1,812$632.0K0.06%
Navalign, LLC1,803$629.0K0.25%
TCWP LLC1,750$610.0K0.12%
Twin Tree Management, LP1,742$608.0K0.01%
West Wealth Group, LLC1,668$582.0K0.22%
Credit Capital Investments LLC1,662$580.0K0.56%
Orion Portfolio Solutions, LLC1,655$577.0K0.02%
Lombard Odier Asset Management (Switzerland) SA1,646$574.0K0.04%
ProVise Management Group, LLC1,600$558.0K0.05%
Alethea Capital Management, LLC1,528$533.0K0.46%
Fortitude Advisory Group L.L.C.1,529$533.0K0.27%
Basepoint Wealth LLC1,524$531.7K0.52%
Coldstream Capital Management Inc1,502$524.0K0.02%
CWM, LLC1,454$507.0K0.00%
Wintrust Investments LLC1,428$498.0K0.05%
Keene & Associates, Inc.1,399$488.0K0.42%
Wahed Invest LLC1,386$484.0K0.27%
West Bancorporation Inc1,381$482.0K0.38%
Hamilton Capital, LLC1,332$465.0K0.04%
Cerity Partners LLC1,338$464.0K0.01%
PVG Asset Management Corp1,309$456.6K1.67%
Annex Advisory Services, LLC1,252$437.0K0.03%
Bridge Advisory, LLC1,239$432.0K0.20%
Astoria Portfolio Advisors LLC.1,224$427.0K0.34%
Sheaff Brock Investment Advisors, LLC465$422.0K0.04%
Ascent Group, LLC1,302$409.0K0.05%
Vista Finance, LLC1,149$401.0K0.41%
Cornerstone Wealth Management, LLC1,147$399.0K0.04%
Paragon Private Wealth Management, LLC1,120$391.0K0.35%
Metis Global Partners, LLC1,012$353.0K0.10%
LGT Fund Management Co Ltd.1,000$349.0K0.10%
Symphony Financial, Ltd. Co.999$339.0K0.09%
Forum Financial Management, LP967$337.0K0.02%
EverSource Wealth Advisors, LLC959$335.0K0.09%
Bowman & Co S.C.946$331.0K0.25%
Valeo Financial Advisors, LLC931$325.0K0.02%
Strengthening Families & Communities, LLC919$320.0K0.24%
Echo Street Capital Management LLC910$317.0K0.00%
Private Management Group Inc891$311.0K0.01%
Blueshift Asset Management, LLC876$306.0K0.03%
CWS Financial Advisors, LLC868$303.0K0.11%
Reuter James Wealth Management, LLC837$292.0K0.11%
Schechter Investment Advisors, LLC815$284.0K0.03%
Clear Street Markets LLC812$283.0K0.03%
Advance Capital Management, Inc.800$279.0K0.06%
Engine No. 1 LLC793$277.0K0.06%
Mosaic Family Wealth, LLC780$272.0K0.07%

Sold out (67)

Institutions that held Rockwell Automation, Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ROK in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Wafra Inc.116,457$34.2M
Qube Research & Technologies Ltd52,611$15.5M
MKP Capital Management, L.L.C.52,000$15.3M
M&G Investment Management Ltd51,374$15.1M
Wealth Enhancement Advisory Services, LLC44,760$14.1M
Tudor Investment Corp Et Al42,042$12.4M
William Blair Investment Management, LLC33,984$9.99M
AMP Capital Investors Ltd29,440$8.66M
Meitav Dash Investments Ltd20,503$6.03M
Moore Capital Management, LP14,927$4.39M
Global Retirement Partners, LLC8,910$2.62M
Capula Management Ltd8,060$2.37M
Patton Fund Management, Inc.7,481$2.20M
AdvisorShares Investments LLC6,440$1.89M
Beck Bode, LLC6,206$1.82M
Y-Intercept (Hong Kong) Ltd4,678$1.38M
Versor Investments LP4,277$1.26M
Freemont Management S.A.4,000$1.18M
Samlyn Capital, LLC3,340$982.0K
Verition Fund Management LLC2,553$751.0K
Achmea Investment Management B.V.2,542$748.0K
FORA Capital, LLC2,160$635.0K
Caxton Associates LP2,071$609.0K
Interchange Capital Partners, LLC2,055$604.0K
Liontrust Investment Partners LLP2,023$594.8K
Maven Securities LTD1,923$565.0K
Meeder Asset Management Inc1,761$518.0K
Cooper Financial Group1,663$489.0K
Jupiter Wealth Management LLC1,400$467.0K
Engineers Gate Manager LP1,477$434.0K
Bryn Mawr Trust Co1,435$422.0K
CastleArk Alternatives, LLC1,420$418.0K
Bridgefront Capital, LLC1,306$384.0K
Altium Wealth Management LLC1,304$383.0K
Cox Capital Mgt LLC934$275.0K
Parallax Volatility Advisers, L.P.883$260.0K
People's United Financial, Inc.868$255.0K
Algert Global LLC845$248.0K
Capstone Investment Advisors, LLC821$241.0K
Mirabella Financial Services LLP755$222.0K
Wall Street Access Asset Management, LLC747$219.0K
Coastal Investment Advisors, Inc.684$201.0K
Asahi Life Asset Management Co., Ltd.650$191.0K
MCF Advisors LLC510$150.0K
C M Bidwell & Associates Ltd471$138.0K
Arkadios Wealth Advisors187$54.0K
Bourgeon Capital Management LLC180$53.0K
CenterStar Asset Management, LLC–$49.0K
Maverick Capital LtdSuperinvestorMaverick Capital138$41.0K
Danda Trouve Investment Management, Inc.130$38.0K
D'Orazio & Associates, Inc.107$31.0K
Capital Advisory Group Advisory Services, LLC100$29.0K
Capital Directions Investment Advisors, LLC70$21.0K
Atlas Private Wealth Advisors41$12.0K
Consolidated Planning Corp36$11.0K
Phoenix Wealth Advisors39$11.0K
Loomis Sayles & Co L P34$10.0K
Resolute Partners Group28$8.00K
Systematic Alpha Investments, LLC24$8.00K
Better Money Decisions, LLC28$8.00K
Leelyn Smith, LLC25$7.00K
Meridian Wealth Partners, LLC20$6.00K
AllSquare Wealth Management LLC12$4.00K
Cribstone Capital Management, LLC7$2.00K
Cahill Financial Advisors Inc4$1.00K
PEAK6 Investments LLC3$1.00K
Gerber Kawasaki Wealth & Investment Management3–

Not filed for Q4 2021 yet (17)

Institutions that held Rockwell Automation, Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Hexavest Inc.18,796$5.53M
Marshall Wace North America L.P.16,759$4.93M
B. Metzler seel. Sohn & Co. Holding AG14,126$4.15M
HighPoint Advisor Group LLC5,139$1.51M
Ameritas Investment Company, LLC4,268$1.25M
Eudaimonia Partners, LLC3,859$1.14M
NorthCoast Asset Management LLC3,381$994.0K
Homrich & Berg3,240$953.0K
Landsberg, Bennett, & Dubbaneh LLC2,009$592.0K
World Asset Management Inc1,722$506.0K
Mid Atlantic Financial Management Inc1,611$474.0K
BBVA USA1,017$299.0K
Berman Capital Advisors, LLC429$126.0K
Psagot Investment House Ltd.174$51.0K
Security National Trust Co150$43.0K
Sonora Investment Management, LLC127$37.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$29.4K