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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 505,286 | $155.0M | 0.26% | +12,392+2.5% | Added |
| Nuveen Asset Management, LLC | 473,245 | $165.1M | 0.05% | −163,593−25.7% | Reduced |
| Ninety One UK Ltd | 491,957 | $171.6M | 0.41% | +247,828+101.5% | Added |
| King Luther Capital Management Corp | 533,337 | $186.1M | 0.84% | +6,276+1.2% | Added |
| Charles Schwab Investment Management Inc | 552,230 | $192.6M | 0.06% | +14,804+2.8% | Added |
| Wells Fargo & Company | 556,141 | $194.0M | 0.05% | +17,521+3.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 573,919 | $200.2M | 0.43% | +83,719+17.1% | Added |
| Champlain Investment Partners, LLC | 680,586 | $237.4M | 1.07% | −2,005−0.3% | Reduced |
| Dimensional Fund Advisors LP | 686,086 | $239.3M | 0.07% | +3,877+0.6% | Added |
| Impax Asset Management Group plc | 696,642 | $243.0M | 0.89% | −1,913−0.3% | Reduced |
| UBS Asset Management Americas Inc | 707,435 | $246.8M | 0.09% | −2,264−0.3% | Reduced |
| Franklin Resources Inc | 766,404 | $267.4M | 0.10% | +2,053+0.3% | Added |
| FMR LLC | 795,883 | $277.6M | 0.02% | +3,432+0.4% | Added |
| Legal & General Group Plc | 931,285 | $324.9M | 0.10% | −2,783−0.3% | Reduced |
| Invesco Ltd. | 956,437 | $333.7M | 0.08% | −152,462−13.7% | Reduced |
| Price T Rowe Associates Inc | 1,051,042 | $366.7M | 0.03% | −27,533−2.6% | Reduced |
| Morgan Stanley | 1,067,363 | $372.4M | 0.05% | +244,302+29.7% | Added |
| Norges Bank | 1,110,038 | $387.2M | 0.08% | −155,926−12.3% | Reduced |
| Goldman Sachs Group Inc | 1,149,342 | $400.9M | 0.10% | +32,860+2.9% | Added |
| Lazard Asset Management LLC | 1,154,761 | $402.8M | 0.43% | −4,091−0.4% | Reduced |
| American Century Companies Inc | 1,242,121 | $433.3M | 0.27% | −38,416−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,349,037 | $470.6M | 0.29% | +191,618+16.6% | Added |
| Bank of New York Mellon Corp | 1,351,806 | $471.6M | 0.09% | −117,916−8.0% | Reduced |
| Amundi | 1,430,142 | $473.0M | 0.30% | −77,474−5.1% | Reduced |
| Janus Henderson Group PLC | 1,378,474 | $480.9M | 0.20% | +292,347+26.9% | Added |
| Northern Trust Corp | 1,409,761 | $491.8M | 0.08% | −4,742−0.3% | Reduced |
| Alliancebernstein L.P. | 1,461,253 | $509.8M | 0.18% | +130,498+9.8% | Added |
| Bank of America Corp | 2,166,231 | $755.7M | 0.08% | −960,359−30.7% | Reduced |
| Geode Capital Management, LLC | 2,207,852 | $768.8M | 0.09% | −60,784−2.7% | Reduced |
| UBS Group AG | 2,453,270 | $855.8M | 0.34% | −33,815−1.4% | Reduced |
| JPMorgan Chase & Co | 2,465,638 | $860.1M | 0.11% | −597,655−19.5% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 2,753,265 | $954.9M | 4.15% | 00.0% | Unchanged |
| State Street Corp | 4,846,228 | $1.69B | 0.08% | +120,708+2.6% | Added |
| Capital World Investors | 4,892,850 | $1.71B | 0.27% | +1,272,634+35.2% | Added |
| BlackRock Inc. | 8,966,745 | $3.13B | 0.08% | −52,465−0.6% | Reduced |
| Vanguard Group Inc | 11,366,236 | $3.97B | 0.09% | +22,230+0.2% | Added |
| Wafra Inc. | 0 | $0 | 0.00% | −116,457−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −52,611−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −51,374−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −44,760−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −42,042−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −33,984−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −29,440−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −20,503−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −14,927−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −8,910−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −8,060−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Altium Wealth Management LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Danda Trouve Investment Management, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |