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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 2,841 | $991.0K | 0.03% | −100−3.4% | Reduced |
| Murphy Capital Management Inc | 2,845 | $992.0K | 0.11% | −150−5.0% | Reduced |
| Bessemer Group Inc | 2,929 | $1.02M | 0.00% | −1,336−31.3% | Reduced |
| Lincoln National Corp | 2,949 | $1.03M | 0.02% | +853+40.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 2,970 | $1.04M | 0.02% | +1,704+134.6% | Added |
| Congress Wealth Management LLC | 2,988 | $1.04M | 0.02% | +2,988 | New |
| Laurion Capital Management LP | 2,998 | $1.05M | 0.02% | +2,998 | New |
| RBF Capital, LLC | 3,000 | $1.05M | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,008 | $1.05M | 0.04% | +300+11.1% | Added |
| Massmutual Trust Co FSB | 3,024 | $1.05M | 0.04% | +124+4.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,040 | $1.06M | 0.30% | −65−2.1% | Reduced |
| Aigen Investment Management, LP | 3,147 | $1.06M | 0.07% | +3,147 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,063 | $1.07M | 0.10% | +65+2.2% | Added |
| Helios Capital Management Pte. Ltd | 3,100 | $1.08M | 0.98% | +3,100 | New |
| Wealthspire Advisors, LLC | 3,101 | $1.08M | 0.02% | −88−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,107 | $1.08M | 0.04% | −172−5.2% | Reduced |
| Ashfield Capital Partners, LLC | 3,107 | $1.08M | 0.07% | −100−3.1% | Reduced |
| National Asset Management, Inc. | 3,108 | $1.08M | 0.03% | −8,195−72.5% | Reduced |
| MainStreet Investment Advisors LLC | 3,116 | $1.09M | 0.09% | +105+3.5% | Added |
| Paloma Partners Management Co | 3,128 | $1.09M | 0.03% | +3,128 | New |
| Bowen Hanes & Co Inc | 3,150 | $1.10M | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,153 | $1.10M | 0.02% | +12+0.4% | Added |
| Wedbush Securities Inc | 3,176 | $1.11M | 0.05% | +172+5.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,205 | $1.11M | 0.02% | −2,243−41.2% | Reduced |
| Ziegler Capital Management, LLC | 3,188 | $1.11M | 0.04% | +10+0.3% | Added |
| Syntal Capital Partners, LLC | 3,191 | $1.11M | 0.48% | −13−0.4% | Reduced |
| STRS Ohio | 3,240 | $1.13M | 0.00% | +1,286+65.8% | Added |
| Snowden Capital Advisors LLC | 3,270 | $1.14M | 0.06% | −675−17.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,318 | $1.16M | 0.01% | −1,529−31.5% | Reduced |
| DCM Advisors, LLC | 3,321 | $1.16M | 0.34% | +3,321 | New |
| Kinneret Advisory, LLC | 3,326 | $1.16M | 0.12% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,340 | $1.17M | 0.07% | +2,622+365.2% | Added |
| Moloney Securities Asset Management, LLC | 3,365 | $1.17M | 0.20% | −38−1.1% | Reduced |
| Fayez Sarofim & Co | 3,377 | $1.18M | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,385 | $1.18M | 0.38% | +1,788+112.0% | Added |
| Krilogy Financial LLC | 3,445 | $1.20M | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,452 | $1.20M | 0.01% | +433+14.3% | Added |
| Reaves W H & Co Inc | 3,500 | $1.22M | 0.04% | +3,500 | New |
| Marshall Financial Group LLC | 3,503 | $1.22M | 0.45% | +847+31.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,521 | $1.23M | 0.14% | −1,039−22.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,542 | $1.24M | 0.03% | +1,070+43.3% | Added |
| Lido Advisors, LLC | 3,562 | $1.24M | 0.02% | +320+9.9% | Added |
| HB Wealth Management, LLC | 3,618 | $1.26M | 0.03% | +3,618 | New |
| Regal Investment Advisors LLC | 3,642 | $1.27M | 0.11% | −637−14.9% | Reduced |
| First Commonwealth Financial Corp | 3,653 | $1.27M | 0.41% | −90−2.4% | Reduced |
| Rosenbaum Jay D. | 3,677 | $1.28M | 1.89% | −1,380−27.3% | Reduced |
| Seeyond | 3,685 | $1.28M | 0.12% | −23−0.6% | Reduced |
| Quantum Private Wealth, LLC | 3,692 | $1.29M | 0.49% | +3,692 | New |
| Atria Investments LLC | 3,699 | $1.29M | 0.02% | −2−0.1% | Reduced |
| First United Bank Trust | 3,702 | $1.29M | 0.48% | +30+0.8% | Added |
| WoodTrust Financial Corp | 3,702 | $1.29M | 0.27% | +1,065+40.4% | Added |
| 1st Source Bank | 3,753 | $1.31M | 0.08% | +12+0.3% | Added |
| Los Angeles Capital Management LLC | 3,776 | $1.32M | 0.00% | −9,785−72.2% | Reduced |
| Strategic Wealth Management Inc | 3,792 | $1.32M | 0.65% | +295+8.4% | Added |
| Avantax Planning Partners, Inc. | 3,801 | $1.33M | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,831 | $1.34M | 0.10% | −1,076−21.9% | Reduced |
| Sentry Investment Management LLC | 3,843 | $1.34M | 0.35% | +2,759+254.5% | Added |
| Gladstone Institutional Advisory LLC | 3,846 | $1.34M | 0.10% | −1,003−20.7% | Reduced |
| Golden State Wealth Management, LLC | 3,924 | $1.37M | 0.24% | +77+2.0% | Added |
| Uncommon Cents Investing LLC | 3,940 | $1.37M | 0.52% | −15−0.4% | Reduced |
| WESPAC Advisors, LLC | 4,006 | $1.40M | 0.94% | +1,341+50.3% | Added |
| Cresset Asset Management, LLC | 4,036 | $1.41M | 0.01% | −113−2.7% | Reduced |
| JustInvest LLC | 4,050 | $1.41M | 0.08% | +788+24.2% | Added |
| SRB Corp | 4,088 | $1.43M | 0.07% | −1,275−23.8% | Reduced |
| Neville Rodie & Shaw Inc | 4,100 | $1.43M | 0.10% | 00.0% | Unchanged |
| Veritable, L.P. | 4,116 | $1.44M | 0.02% | +252+6.5% | Added |
| CIBC World Markets Corp | 4,134 | $1.44M | 0.01% | −2,407−36.8% | Reduced |
| St. Louis Trust Co | 4,143 | $1.45M | 0.30% | +4,143 | New |
| OPSEU Pension Plan Trust Fund | 4,264 | $1.46M | 0.33% | +26+0.6% | Added |
| Wolverine Trading, LLC | 4,233 | $1.47M | 0.02% | +2,796+194.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,285 | $1.50M | 0.07% | +37+0.9% | Added |
| Sciencast Management LP | 4,405 | $1.50M | 0.26% | +4,405 | New |
| Credential Qtrade Securities Inc. | 4,311 | $1.50M | 0.10% | +97+2.3% | Added |
| Confluence Wealth Services, Inc. | 4,314 | $1.50M | 0.49% | +4,314 | New |
| Banque Cantonale Vaudoise | 4,330 | $1.51M | 0.06% | −3,675−45.9% | Reduced |
| Argent Trust Co | 4,331 | $1.51M | 0.09% | +11+0.3% | Added |
| Summit Financial, LLC | 4,357 | $1.52M | 0.12% | +1,281+41.6% | Added |
| Highview Capital Management LLC | 4,380 | $1.53M | 0.99% | +4,380 | New |
| Ameritas Advisory Services, LLC | 4,407 | $1.54M | 0.06% | +4,407 | New |
| Stephens Inc | 4,413 | $1.54M | 0.02% | +164+3.9% | Added |
| Acropolis Investment Management, LLC | 4,423 | $1.54M | 0.14% | −1,856−29.6% | Reduced |
| American National Bank | 4,459 | $1.56M | 0.30% | −135−2.9% | Reduced |
| Cetera Advisors LLC | 4,487 | $1.56M | 0.03% | −90−2.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,503 | $1.57M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,509 | $1.57M | 0.01% | −11,535−71.9% | Reduced |
| Wetherby Asset Management Inc | 4,574 | $1.60M | 0.09% | +110+2.5% | Added |
| Simplex Trading, LLC | 4,576 | $1.60M | 0.05% | +4,576 | New |
| AlphaCrest Capital Management LLC | 4,597 | $1.60M | 0.06% | +447+10.8% | Added |
| Rodgers Brothers Inc. | 4,601 | $1.60M | 0.29% | 00.0% | Unchanged |
| Mirova | 4,629 | $1.61M | 0.19% | −589−11.3% | Reduced |
| Quantamental Technologies LLC | 4,675 | $1.63M | 0.83% | −1,919−29.1% | Reduced |
| MD Financial Management Inc. | 4,692 | $1.64M | 0.04% | −744−13.7% | Reduced |
| DuPont Capital Management Corp | 4,790 | $1.67M | 0.06% | +3,626+311.5% | Added |
| Sigma Planning Corp | 4,809 | $1.68M | 0.05% | +250+5.5% | Added |
| Decatur Capital Management, Inc. | 4,821 | $1.68M | 1.00% | +4,821 | New |
| Legacy Bridge, LLC | 4,824 | $1.68M | 0.88% | +10+0.2% | Added |
| Cetera Investment Advisers | 4,875 | $1.70M | 0.02% | +383+8.5% | Added |
| Burney Co | 4,892 | $1.71M | 0.07% | −190−3.7% | Reduced |
| Apollon Wealth Management, LLC | 4,933 | $1.72M | 0.14% | +2,927+145.9% | Added |
| Ci Investments Inc. | 4,950 | $1.73M | 0.01% | −1,910−27.8% | Reduced |