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 |
|---|---|---|---|---|---|
| Nippon Life Global Investors Americas, Inc. | 10,460 | $3.65M | 0.17% | 00.0% | Unchanged |
| Cohen Lawrence B | 10,632 | $3.71M | 1.45% | −823−7.2% | Reduced |
| CIBC Asset Management Inc | 10,986 | $3.83M | 0.01% | +473+4.5% | Added |
| Eukles Asset Management | 11,285 | $3.94M | 1.91% | +14+0.1% | Added |
| Desjardins Global Asset Management Inc. | 11,325 | $3.95M | 0.34% | +11,325 | New |
| Industrial Alliance Investment Management Inc. | 11,505 | $4.01M | 0.09% | +11,505 | New |
| Ieq Capital, LLC | 11,571 | $4.04M | 0.09% | +2,028+21.3% | Added |
| Ferguson Wellman Capital Management, Inc | 11,683 | $4.08M | 0.12% | −1,954−14.3% | Reduced |
| Hartford Investment Management Co | 11,744 | $4.10M | 0.09% | +879+8.1% | Added |
| Marketfield Asset Management LLC | 11,857 | $4.14M | 3.12% | −230−1.9% | Reduced |
| Acadian Asset Management LLC | 11,890 | $4.14M | 0.02% | +11,117+1,438.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,997 | $4.16M | 0.06% | −5,228−30.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $4.19M | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 12,020 | $4.19M | 0.76% | +4,471+59.2% | Added |
| CIBC World Markets Inc. | 12,058 | $4.21M | 0.01% | +217+1.8% | Added |
| Garrison Asset Management, LLC | 12,068 | $4.21M | 2.29% | +50.0% | Added |
| Papp L Roy & Associates | 12,198 | $4.25M | 0.49% | −400−3.2% | Reduced |
| GAM Holding AG | 12,234 | $4.27M | 0.19% | −82−0.7% | Reduced |
| Searle & Co. | 12,238 | $4.27M | 1.55% | −50−0.4% | Reduced |
| Capital International Ltd | 12,453 | $4.34M | 0.22% | +4,204+51.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,579 | $4.36M | 0.06% | +12,579 | New |
| Millennium Management LLC | 12,643 | $4.41M | 0.00% | +10,051+387.8% | Added |
| Beacon Investment Advisory Services, Inc. | 12,893 | $4.50M | 0.17% | −3,167−19.7% | Reduced |
| Mackenzie Financial Corp | 12,914 | $4.50M | 0.01% | +5,278+69.1% | Added |
| Van Eck Associates Corp | 12,932 | $4.51M | 0.01% | +1,600+14.1% | Added |
| Page Arthur B | 12,943 | $4.51M | 3.10% | −192−1.5% | Reduced |
| Advisory Services Network, LLC | 13,051 | $4.55M | 0.13% | +4,117+46.1% | Added |
| Davis-Rea Ltd. | 13,138 | $4.58M | 2.13% | −513−3.8% | Reduced |
| Parcion Private Wealth LLC | 14,107 | $4.59M | 0.41% | −12−0.1% | Reduced |
| Arabesque Asset Management Ltd | 13,261 | $4.63M | 1.34% | +4,659+54.2% | Added |
| CIBC Private Wealth Group, LLC | 13,404 | $4.68M | 0.01% | +292+2.2% | Added |
| HRT Financial LP | 13,439 | $4.69M | 0.03% | +13,439 | New |
| Geneva Partners, LLC | 13,524 | $4.72M | 2.35% | +3,561+35.7% | Added |
| Beese Fulmer Investment Management, Inc. | 13,943 | $4.86M | 0.51% | +196+1.4% | Added |
| Nissay Asset Management Corp | 14,356 | $5.01M | 0.04% | −4,379−23.4% | Reduced |
| KWMG, LLC | 14,443 | $5.04M | 0.68% | −128−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,558 | $5.08M | 0.05% | +18+0.1% | Added |
| Bradley Mark J. | 14,781 | $5.16M | 3.37% | −138−0.9% | Reduced |
| Xponance, Inc. | 14,789 | $5.16M | 0.08% | +1,680+12.8% | Added |
| Gateway Investment Advisers LLC | 14,915 | $5.20M | 0.05% | +214+1.5% | Added |
| Renaissance Investment Group LLC | 14,931 | $5.21M | 1.24% | +14,931 | New |
| Kestra Advisory Services, LLC | 15,086 | $5.26M | 0.05% | −1,005−6.2% | Reduced |
| ING Groep NV | 15,137 | $5.28M | 0.05% | +5,396+55.4% | Added |
| IFM Investors Pty Ltd | 15,151 | $5.29M | 0.10% | −149−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,556 | $5.43M | 0.14% | +4,700+43.3% | Added |
| Weatherly Asset Management L. P. | 15,597 | $5.44M | 0.60% | −125−0.8% | Reduced |
| Sturgeon Ventures LLP | 15,715 | $5.48M | 2.53% | +1,788+12.8% | Added |
| Capital International Inc | 15,919 | $5.55M | 0.05% | +5,443+52.0% | Added |
| Texas Permanent School Fund | 15,998 | $5.58M | 0.07% | −1,928−10.8% | Reduced |
| Whitener Capital Management, Inc. | 16,150 | $5.63M | 2.01% | +430+2.7% | Added |
| Metropolitan Life Insurance Co | 16,418 | $5.73M | 0.08% | −412−2.4% | Reduced |
| Barr E S & Co | 16,469 | $5.75M | 0.38% | −3,785−18.7% | Reduced |
| Mutual of America Capital Management LLC | 16,568 | $5.78M | 0.06% | −446−2.6% | Reduced |
| Yousif Capital Management, LLC | 16,620 | $5.80M | 0.06% | +16,620 | New |
| M&T Bank Corp | 16,776 | $5.85M | 0.02% | +266+1.6% | Added |
| Farmers & Merchants Investments Inc | 16,774 | $5.85M | 0.22% | −1,143−6.4% | Reduced |
| Hall Laurie J Trustee | 16,802 | $5.86M | 2.08% | −10−0.1% | Reduced |
| Nixon Peabody Trust Co | 17,266 | $6.02M | 1.82% | +110+0.6% | Added |
| Vontobel Holding Ltd. | 17,390 | $6.03M | 0.05% | +216+1.3% | Added |
| Mackay Shields LLC | 17,405 | $6.07M | 0.05% | −412−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,471 | $6.09M | 0.08% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 17,521 | $6.11M | 3.17% | +17,521 | New |
| Catalyst Capital Advisors LLC | 18,200 | $6.35M | 0.29% | −1,225−6.3% | Reduced |
| Tredje AP-fonden | 18,800 | $6.56M | 0.13% | +6,800+56.7% | Added |
| Comerica Bank | 21,827 | $6.58M | 0.05% | −550−2.5% | Reduced |
| State of Tennessee, Treasury Department | 19,315 | $6.74M | 0.02% | −297−1.5% | Reduced |
| Public Sector Pension Investment Board | 19,352 | $6.75M | 0.04% | −220−1.1% | Reduced |
| Birch Hill Investment Advisors LLC | 19,503 | $6.80M | 0.34% | −70−0.4% | Reduced |
| Natixis Advisors, L.P. | 19,721 | $6.88M | 0.03% | +1,699+9.4% | Added |
| Sandy Spring Bank | 20,005 | $6.98M | 0.33% | +937+4.9% | Added |
| Portland Global Advisors LLC | 20,035 | $6.99M | 1.17% | +20.0% | Added |
| British Columbia Investment Management Corp | 20,386 | $7.11M | 0.04% | −1,058−4.9% | Reduced |
| Lipe & Dalton | 20,453 | $7.13M | 3.37% | −85−0.4% | Reduced |
| Drystone LLC | 20,461 | $7.14M | 7.42% | +20,461 | New |
| Two Sigma Advisers, LP | 20,500 | $7.15M | 0.02% | −40,300−66.3% | Reduced |
| Fiduciary Trust Co | 20,497 | $7.15M | 0.12% | +1,045+5.4% | Added |
| Churchill Management Corp | 20,504 | $7.15M | 0.10% | −183−0.9% | Reduced |
| Truist Financial Corp | 20,602 | $7.19M | 0.01% | −188−0.9% | Reduced |
| Tenere Capital LLC | 20,639 | $7.20M | 2.86% | +20,639 | New |
| Utah Retirement Systems | 21,034 | $7.34M | 0.09% | +48+0.2% | Added |
| Creative Planning | 21,158 | $7.38M | 0.01% | +1,492+7.6% | Added |
| Contravisory Investment Management, Inc. | 21,212 | $7.40M | 2.00% | +214+1.0% | Added |
| Richard C. Young & CO., LTD. | 21,220 | $7.40M | 0.93% | −757−3.4% | Reduced |
| Captrust Financial Advisors | 21,689 | $7.57M | 0.05% | −359−1.6% | Reduced |
| Telos Capital Management, Inc. | 21,872 | $7.63M | 0.95% | +1,909+9.6% | Added |
| Bank of Nova Scotia | 22,209 | $7.75M | 0.01% | −24,955−52.9% | Reduced |
| Stonegate Investment Group, LLC | 22,298 | $7.78M | 0.33% | +22,298 | New |
| First Republic Investment Management, Inc. | 22,383 | $7.81M | 0.02% | −1,702−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 27,052 | $7.82M | 0.06% | −6,805−20.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,528 | $7.86M | 0.07% | −105−0.5% | Reduced |
| Brinker Capital Investments, LLC | 22,531 | $7.86M | 0.11% | −970−4.1% | Reduced |
| Regal Wealth Group, Inc. | 22,663 | $7.91M | 4.46% | +24+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,693 | $7.92M | 0.04% | −547−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,813 | $7.96M | 0.01% | +22,813 | New |
| ProShare Advisors LLC | 22,896 | $7.99M | 0.02% | +5,598+32.4% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $8.06M | 0.18% | −186−0.8% | Reduced |
| Heron Bay Capital Management | 23,324 | $8.14M | 4.01% | +52+0.2% | Added |
| Oppenheimer & Co Inc | 23,603 | $8.23M | 0.14% | +516+2.2% | Added |
| Oregon Public Employees Retirement Fund | 23,699 | $8.27M | 0.09% | −3,762−13.7% | Reduced |
| Jane Street Group, LLC | 23,741 | $8.28M | 0.02% | +12,273+107.0% | Added |