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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 927 | $323.0K | 0.07% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 926 | $323.0K | 0.19% | +3+0.3% | Added |
| Platform Technology Partners | 928 | $324.0K | 0.14% | +27+3.0% | Added |
| Valeo Financial Advisors, LLC | 931 | $325.0K | 0.02% | +931 | New |
| Exane Derivatives | 932 | $325.1K | 0.08% | +42+4.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 934 | $326.0K | 0.02% | −800−46.1% | Reduced |
| Great Valley Advisor Group, Inc. | 936 | $327.0K | 0.02% | +222+31.1% | Added |
| Outlook Wealth Advisors, LLC | 940 | $328.0K | 0.10% | +81+9.4% | Added |
| Pittenger & Anderson Inc | 947 | $330.0K | 0.02% | +645+213.6% | Added |
| Marshall & Sullivan Inc | 950 | $331.0K | 0.16% | 00.0% | Unchanged |
| Bowman & Co S.C. | 946 | $331.0K | 0.25% | +946 | New |
| FinTrust Capital Advisors, LLC | 952 | $332.0K | 0.08% | +1+0.1% | Added |
| Simmons Bank | 955 | $333.0K | 0.02% | −60−5.9% | Reduced |
| EverSource Wealth Advisors, LLC | 959 | $335.0K | 0.09% | +959 | New |
| Smart Money Group LLC | 962 | $336.0K | 0.21% | +3+0.3% | Added |
| Forum Financial Management, LP | 967 | $337.0K | 0.02% | +967 | New |
| Lakeview Capital Partners, LLC | 972 | $339.0K | 0.20% | −300−23.6% | Reduced |
| Symphony Financial, Ltd. Co. | 999 | $339.0K | 0.09% | +999 | New |
| NEXT Financial Group, Inc | 979 | $341.0K | 0.02% | +72+7.9% | Added |
| Marcum Wealth, LLC | 983 | $343.0K | 0.05% | −72−6.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $343.0K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 982 | $343.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 984 | $343.0K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $348.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $348.9K | 0.05% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $349.0K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $349.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $349.0K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $349.0K | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,000 | $349.0K | 0.09% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $349.0K | 0.10% | +1,000 | New |
| Quadrant Private Wealth Management, LLC | 1,005 | $351.0K | 0.13% | −62−5.8% | Reduced |
| AIA Group Ltd | 1,006 | $351.0K | 0.02% | +184+22.4% | Added |
| Innovative Portfolios LLC | 1,008 | $352.0K | 2.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $352.0K | 0.08% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,011 | $353.0K | 0.02% | −169−14.3% | Reduced |
| 1776 Wealth LLC | 1,010 | $353.0K | 0.19% | −29−2.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,011 | $353.0K | 0.14% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,012 | $353.0K | 0.10% | +1,012 | New |
| Gsa Capital Partners LLP | 1,016 | $354.0K | 0.04% | −745−42.3% | Reduced |
| Parsons Capital Management Inc | 1,014 | $354.0K | 0.03% | −25−2.4% | Reduced |
| Kelly Financial Services LLC | 1,021 | $356.0K | 0.16% | 00.0% | Unchanged |
| Pitcairn Co | 1,033 | $360.0K | 0.02% | +2+0.2% | Added |
| Krane Funds Advisors LLC | 1,041 | $363.0K | 0.01% | −258−19.9% | Reduced |
| Centric Wealth Management | 1,045 | $365.0K | 0.12% | +3+0.3% | Added |
| WJ Wealth Management, LLC | 1,046 | $365.0K | 0.22% | +6+0.6% | Added |
| Jones Financial Companies LLLP | 1,048 | $366.0K | 0.00% | +19+1.8% | Added |
| Keel Point, LLC | 1,053 | $367.0K | 0.05% | +305+40.8% | Added |
| Rockbridge Investment Management, LCC | 1,058 | $369.0K | 0.05% | −50−4.5% | Reduced |
| Column Capital Advisors, LLC | 1,057 | $369.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,057 | $369.0K | 0.01% | +22+2.1% | Added |
| Capital Investment Advisory Services, LLC | 1,067 | $372.0K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,068 | $373.0K | 0.01% | −57−5.1% | Reduced |
| FourThought Financial, LLC | 1,078 | $376.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,085 | $379.0K | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,087 | $379.0K | 0.00% | +493+83.0% | Added |
| Whittier Trust Co | 1,093 | $381.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,093 | $381.0K | 0.04% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,103 | $384.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,109 | $387.0K | 0.07% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,110 | $387.0K | 0.00% | +68+6.5% | Added |
| United Bank | 1,115 | $389.0K | 0.05% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 1,118 | $390.0K | 0.67% | −1,016−47.6% | Reduced |
| Andesa Financial Management Inc. | 1,121 | $391.0K | 0.19% | −180−13.8% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $391.0K | 0.16% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,121 | $391.0K | 0.02% | +296+35.9% | Added |
| Paragon Private Wealth Management, LLC | 1,120 | $391.0K | 0.35% | +1,120 | New |
| Red Cedar Investment Management, LLC | 1,125 | $392.0K | 0.05% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,123 | $392.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,126 | $392.8K | 0.04% | +84+8.1% | Added |
| Cornerstone Wealth Management, LLC | 1,147 | $399.0K | 0.04% | +1,147 | New |
| Checchi Capital Advisers, LLC | 1,150 | $401.0K | 0.04% | +55+5.0% | Added |
| Ballentine Partners, LLC | 1,148 | $401.0K | 0.01% | +145+14.5% | Added |
| Vista Finance, LLC | 1,149 | $401.0K | 0.41% | +1,149 | New |
| Associated Banc-Corp | 1,156 | $403.0K | 0.01% | −14−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,167 | $407.0K | 0.03% | +250+27.3% | Added |
| Ascent Group, LLC | 1,302 | $409.0K | 0.05% | +1,302 | New |
| Rafferty Asset Management, LLC | 1,174 | $410.0K | 0.00% | −465−28.4% | Reduced |
| Capital City Trust Co | 1,175 | $410.0K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,175 | $410.0K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,174 | $410.0K | 0.00% | +14+1.2% | Added |
| Center for Financial Planning, Inc. | 1,182 | $412.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,180 | $412.0K | 0.02% | +91+8.4% | Added |
| Cannon Financial Strategists, Inc. | 1,184 | $413.0K | 0.15% | −99−7.7% | Reduced |
| Linscomb & Williams, Inc. | 1,189 | $415.0K | 0.02% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,189 | $415.0K | 0.01% | +115+10.7% | Added |
| Crescent Grove Advisors, LLC | 1,192 | $416.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,204 | $420.0K | 0.01% | −5−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,207 | $421.0K | 0.03% | +26+2.2% | Added |
| Claraphi Advisory Network, LLC | 1,210 | $422.0K | 0.15% | −17−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 465 | $422.0K | 0.04% | +465 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $423.0K | 0.13% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,211 | $423.0K | 0.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,221 | $426.0K | 0.02% | +3+0.2% | Added |
| Steinberg Asset Management LLC | 1,223 | $427.0K | 0.52% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,224 | $427.0K | 0.34% | +1,224 | New |
| Ritholtz Wealth Management | 1,231 | $429.0K | 0.03% | −1−0.1% | Reduced |
| Philadelphia Trust Co | 1,232 | $430.0K | 0.03% | +64+5.5% | Added |
| Parallel Advisors, LLC | 1,237 | $432.0K | 0.02% | +77+6.6% | Added |
| Bridge Advisory, LLC | 1,239 | $432.0K | 0.20% | +1,239 | New |