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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 24,020 | $8.38M | 0.11% | −625−2.5% | Reduced |
| L & S Advisors Inc | 24,164 | $8.43M | 0.91% | +17,468+260.9% | Added |
| Guggenheim Capital LLC | 24,503 | $8.55M | 0.04% | +6,906+39.2% | Added |
| Notis-McConarty Edward | 24,519 | $8.55M | 2.85% | +30.0% | Added |
| NewEdge Wealth, LLC | 24,625 | $8.59M | 0.36% | +1,384+6.0% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $8.72M | 0.13% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 25,056 | $8.74M | 0.42% | +4,411+21.4% | Added |
| D.A. Davidson & Co. | 25,330 | $8.84M | 0.09% | −620−2.4% | Reduced |
| MetLife Investment Management | 25,626 | $8.94M | 0.07% | −580−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 25,815 | $9.01M | 0.49% | +25,815 | New |
| Citadel Advisors LLC | 26,145 | $9.12M | 0.01% | −140,637−84.3% | Reduced |
| Rockland Trust Co | 26,568 | $9.27M | 0.59% | −1,364−4.9% | Reduced |
| Puzo Michael J | 26,632 | $9.29M | 2.62% | +178+0.7% | Added |
| Andra AP-fonden | 26,900 | $9.38M | 0.19% | −4,500−14.3% | Reduced |
| Unigestion Holding SA | 26,978 | $9.41M | 0.38% | +1,248+4.9% | Added |
| Formuepleje A/S | 27,366 | $9.55M | 0.36% | −1,639−5.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 27,738 | $9.68M | 0.02% | −5,310−16.1% | Reduced |
| Zacks Investment Management | 27,746 | $9.68M | 0.14% | +635+2.3% | Added |
| Azimuth Capital Management LLC | 28,300 | $9.87M | 0.40% | −565−2.0% | Reduced |
| State of Alaska, Department of Revenue | 28,313 | $9.88M | 0.10% | −2,560−8.3% | Reduced |
| Point72 Asset Management, L.P. | 28,490 | $9.94M | 0.04% | +28,490 | New |
| Kidder Stephen W | 29,522 | $10.3M | 3.13% | −2,151−6.8% | Reduced |
| Amalgamated Bank | 30,060 | $10.5M | 0.08% | +1,618+5.7% | Added |
| Brown Advisory Inc | 30,142 | $10.5M | 0.01% | −99−0.3% | Reduced |
| HighTower Advisors, LLC | 30,276 | $10.6M | 0.02% | +1,372+4.7% | Added |
| Crossvault Capital Management LLC | 30,507 | $10.6M | 3.19% | −50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 31,664 | $11.0M | 0.16% | −3,868−10.9% | Reduced |
| Arizona State Retirement System | 31,778 | $11.1M | 0.08% | −591−1.8% | Reduced |
| M. Kraus & Co | 31,891 | $11.1M | 3.54% | −267−0.8% | Reduced |
| Pinebridge Investments, L.P. | 32,121 | $11.2M | 0.11% | +6,709+26.4% | Added |
| Peapack Gladstone Financial Corp | 32,630 | $11.4M | 0.21% | −142−0.4% | Reduced |
| Westpac Banking Corp | 33,042 | $11.5M | 0.12% | −3,363−9.2% | Reduced |
| Moreno Evelyn V | 33,146 | $11.6M | 2.31% | −222−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 33,194 | $11.6M | 0.82% | +1,151+3.6% | Added |
| USS Investment Management Ltd | 33,253 | $11.6M | 0.09% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 33,414 | $11.7M | 0.09% | +10,691+47.0% | Added |
| Spire Wealth Management | 33,315 | $11.7M | 0.26% | +2,404+7.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,503 | $11.7M | 0.43% | −319−0.9% | Reduced |
| State of Michigan Retirement System | 33,797 | $11.8M | 0.06% | +1,868+5.9% | Added |
| Isthmus Partners, LLC | 33,913 | $11.8M | 1.98% | −871−2.5% | Reduced |
| Sandler Capital Management | 34,100 | $11.9M | 1.50% | +17,118+100.8% | Added |
| Susquehanna International Group, LLP | 36,139 | $12.6M | 0.02% | +12,189+50.9% | Added |
| Aviva PLC | 36,921 | $12.9M | 0.05% | +1,444+4.1% | Added |
| Capital Fund Management S.A. | 36,974 | $12.9M | 0.34% | +23,651+177.5% | Added |
| Broderick Brian C | 36,976 | $12.9M | 3.10% | +112+0.3% | Added |
| Nomura Asset Management Co Ltd | 37,011 | $12.9M | 0.07% | +13,132+55.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 37,805 | $13.1M | 0.07% | +1,985+5.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,596 | $13.1M | 0.12% | −1,865−4.7% | Reduced |
| American International Group, Inc. | 37,858 | $13.2M | 0.07% | −196−0.5% | Reduced |
| Premier Fund Managers Ltd | 38,420 | $13.3M | 0.43% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 38,431 | $13.4M | 0.05% | −1,413−3.5% | Reduced |
| Synovus Financial Corp | 38,449 | $13.4M | 0.13% | −1,362−3.4% | Reduced |
| Advisors Asset Management, Inc. | 38,468 | $13.4M | 0.19% | +8,987+30.5% | Added |
| Royal London Asset Management Ltd | 39,311 | $13.7M | 0.05% | −1,453−3.6% | Reduced |
| Bartlett & Co. LLC | 39,360 | $13.7M | 0.23% | −240−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 39,360 | $13.7M | 0.23% | −240−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 39,553 | $13.8M | 0.06% | +5,053+14.6% | Added |
| Wellington Management Group LLP | 40,606 | $14.2M | 0.00% | +1,701+4.4% | Added |
| Guardian Capital LP | 41,458 | $14.5M | 0.28% | −706−1.7% | Reduced |
| NN Investment Partners Holdings N.V. | 41,644 | $14.5M | 0.07% | +831+2.0% | Added |
| 1832 Asset Management L.P. | 41,623 | $14.6M | 0.03% | −29,500−41.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,171 | $14.7M | 0.03% | −241−0.6% | Reduced |
| Commerce Bank | 42,773 | $14.9M | 0.10% | −3,376−7.3% | Reduced |
| Handelsbanken Fonder AB | 42,928 | $15.0M | 0.07% | −1,932−4.3% | Reduced |
| Flputnam Investment Management Co | 43,302 | $15.1M | 0.46% | −550−1.3% | Reduced |
| Korea Investment CORP | 43,400 | $15.1M | 0.04% | +17,500+67.6% | Added |
| TD Asset Management Inc | 43,569 | $15.2M | 0.01% | −1,774−3.9% | Reduced |
| Treasurer of the State of North Carolina | 43,690 | $15.2M | 0.08% | +160+0.4% | Added |
| Advisor Group Holdings, Inc. | 44,216 | $15.4M | 0.03% | +604+1.4% | Added |
| Teacher Retirement System of Texas | 44,937 | $15.7M | 0.07% | +3,738+9.1% | Added |
| Glenmede Trust Co NA | 46,122 | $16.1M | 0.08% | −3,419−6.9% | Reduced |
| Congress Asset Management Co | 46,681 | $16.3M | 0.12% | −10,542−18.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 47,046 | $16.4M | 0.34% | +6,365+15.6% | Added |
| Forsta Ap-Fonden | 47,100 | $16.4M | 0.17% | +17,200+57.5% | Added |
| Cabot Wealth Management Inc | 47,220 | $16.5M | 2.09% | −341−0.7% | Reduced |
| Keybank National Association | 48,220 | $16.8M | 0.07% | −452−0.9% | Reduced |
| North Star Asset Management Inc | 49,591 | $17.3M | 0.87% | +66+0.1% | Added |
| Baker Chad R | 50,735 | $17.7M | 3.66% | 00.0% | Unchanged |
| Shell Asset Management Co | 50,825 | $17.7M | 0.36% | +4,557+9.8% | Added |
| Squarepoint Ops LLC | 51,091 | $17.8M | 0.09% | +5,727+12.6% | Added |
| Massachusetts Financial Services Co | 51,636 | $18.0M | 0.00% | +2,345+4.8% | Added |
| SEI Investments Co | 52,094 | $18.2M | 0.03% | +1,133+2.2% | Added |
| Man Group plc | 52,318 | $18.3M | 0.06% | +46,730+836.3% | Added |
| Standard Life Aberdeen plc | 52,915 | $18.5M | 0.04% | −44,296−45.6% | Reduced |
| Russell Investments Group, Ltd. | 53,773 | $18.7M | 0.03% | −376−0.7% | Reduced |
| AMF Pensionsforsakring AB | 54,229 | $18.9M | 0.13% | −30,357−35.9% | Reduced |
| Asset Management One Co.,Ltd. | 54,595 | $19.1M | 0.07% | −65−0.1% | Reduced |
| Canada Pension Plan Investment Board | 55,274 | $19.3M | 0.02% | +24,860+81.7% | Added |
| Walleye Capital LLC | 56,045 | $19.6M | 0.65% | +49,869+807.5% | Added |
| Hilton Capital Management, LLC | 56,784 | $19.8M | 1.82% | +1,786+3.2% | Added |
| Polar Capital Holdings Plc | 57,387 | $20.0M | 0.10% | +2,245+4.1% | Added |
| Jupiter Asset Management Ltd | 57,772 | $20.0M | 0.22% | −85,293−59.6% | Reduced |
| Pictet Asset Management SA | 58,967 | $20.6M | 0.02% | +355+0.6% | Added |
| Macquarie Group Ltd | 61,489 | $21.5M | 0.02% | −27,320−30.8% | Reduced |
| Storebrand Asset Management AS | 61,493 | $21.5M | 0.10% | −14,579−19.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,873 | $21.6M | 0.10% | −8,625−12.2% | Reduced |
| Credit Agricole S A | 62,122 | $21.7M | 0.73% | +1,190+2.0% | Added |
| Mariner, LLC | 62,802 | $21.9M | 0.09% | +885+1.4% | Added |
| Public Employees Retirement System of Ohio | 63,380 | $22.1M | 0.07% | −2,787−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 63,948 | $22.3M | 0.28% | −275−0.4% | Reduced |