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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.

Institutional holdersQ4 2021: 1,136 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2021: $31.9B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2021.

Institutions holding ROK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lowe Wealth Advisors, LLC248$87.0K0.04%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund243$85.0K0.00%00.0%Unchanged
KB Financial Partners, LLC245$85.0K0.02%+245New
Logan Capital Management Inc234$82.0K0.00%+24+11.4%Added
Whittier Trust Co of Nevada Inc233$81.0K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.225$78.0K0.04%+225New
Proequities, Inc.221$77.0K0.00%+2+0.9%Added
Zions Bancorporation, N.A.212$74.0K0.01%−2−0.9%Reduced
West Branch Capital LLC213$74.0K0.03%00.0%Unchanged
High Net Worth Advisory Group LLC213$74.0K0.03%+213New
Asset Dedication, LLC200$70.0K0.01%00.0%Unchanged
Independence Bank of Kentucky200$70.0K0.03%00.0%Unchanged
Capital Analysts, LLC200$70.0K0.00%+200New
Brown, Lisle/Cummings, Inc.200$69.8K0.03%+200New
Quent Capital, LLC192$67.0K0.01%+192New
Eagle Bay Advisors LLC190$66.0K0.04%−156−45.1%Reduced
TSFG, LLC188$66.0K0.02%+133+241.8%Added
Graves-Light Private Wealth Management, Inc.187$65.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.184$64.0K0.00%00.0%Unchanged
State of Wyoming184$64.0K0.03%00.0%Unchanged
Motco182$63.0K0.00%00.0%Unchanged
Howe & Rusling Inc180$63.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.176$61.0K0.02%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)174$61.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC171$60.0K0.02%−1−0.6%Reduced
Anchor Investment Management, LLC170$59.3K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.170$59.0K0.05%+170New
Delta Asset Management LLC165$58.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.165$57.0K0.00%+30+22.2%Added
Cassady Schiller Wealth Management, LLC163$57.0K0.03%+163New
Total Clarity Wealth Management, Inc.157$55.0K0.02%−14−8.2%Reduced
Community Bank, N.A.155$54.0K0.01%−720−82.3%Reduced
Coastal Capital Group, Inc.154$54.0K0.01%+1+0.7%Added
TD Waterhouse Canada Inc.146$52.4K0.00%+146New
Optiver Holding B.V.147$49.0K0.00%+101+219.6%Added
Salem Investment Counselors Inc133$46.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.131$46.0K0.01%+1+0.8%Added
Baldwin Brothers Inc128$45.0K0.00%+116+966.7%Added
Castleview Partners, LLC15,698$45.0K0.00%+15,698New
Godsey & Gibb Associates125$44.0K0.01%+125New
Neo Ivy Capital Management125$44.0K0.06%+125New
South State Corp.115$40.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC115$40.0K0.00%+35+43.8%Added
Financial Perspectives, Inc112$39.1K0.02%00.0%Unchanged
Signet Financial Management, LLC111$39.0K0.01%+111New
Equitec Proprietary Markets, LLC110$38.0K0.02%+110New
IronBridge Private Wealth, LLC107$37.0K0.02%00.0%Unchanged
Knuff & Co LLC100$35.0K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC100$35.0K0.01%00.0%Unchanged
Aquatic Capital Management LLC100$35.0K0.07%+100New
Covestor Ltd99$35.0K0.05%+99New
Bell Investment Advisors, Inc98$34.0K0.01%−19−16.2%Reduced
Monetary Management Group Inc95$33.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC92$32.0K0.00%+36+64.3%Added
Ossiam89$31.0K0.00%−12,445−99.3%Reduced
Your Advocates Ltd., LLP90$31.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$29.0K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC84$29.0K0.00%+84New
Essex Investment Management Co LLC80$28.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC80$28.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust79$28.0K0.01%+2+2.6%Added
Gemmer Asset Management LLC78$27.0K0.00%00.0%Unchanged
Sierra Capital LLC78$27.0K0.00%+10+14.7%Added
Tarbox Family Office, Inc.75$26.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC76$26.0K0.01%+1+1.3%Added
Raffa Wealth Management, LLC70$24.4K0.01%−30−30.0%Reduced
Comprehensive Financial Consultants Institutional, Inc.91$24.0K0.02%+91New
West Paces Advisors Inc.68$23.7K0.01%00.0%Unchanged
Lenox Wealth Advisors, LLC66$23.0K0.00%+6+10.0%Added
TD Ameritrade Investment Management, LLC66$23.0K0.00%−2−2.9%Reduced
City State Bank65$23.0K0.01%+65New
Sargent Bickham Lagudis LLC63$22.0K0.00%00.0%Unchanged
Ancora Advisors, LLC62$22.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC62$22.0K0.00%+14+29.2%Added
Rather & Kittrell, Inc.64$22.0K0.02%+64New
Canton Hathaway, LLC64$22.0K0.01%+64New
Patriot Financial Group Insurance Agency, LLC57$20.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton58$20.0K0.01%+58New
Amplius Wealth Advisors, LLC58$20.0K0.00%+58New
Glen Eagle Advisors, LLC55$19.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.54$19.0K0.00%−17−23.9%Reduced
Harding Loevner LP55$19.0K0.00%+55New
Richwood Investment Advisors, LLC54$19.0K0.02%+54New
BerganKDV Wealth Management, LLC51$18.0K0.00%00.0%Unchanged
JNBA Financial Advisors51$18.0K0.00%+42+466.7%Added
Arlington Partners LLC51$18.0K0.00%+51New
Mascoma Wealth Management LLC50$17.0K0.01%00.0%Unchanged
Earnest Partners LLC46$16.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp45$16.0K0.00%00.0%Unchanged
First Manhattan Co44$15.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.44$15.0K0.01%+9+25.7%Added
Reilly Financial Advisors, LLC41$14.0K0.00%00.0%Unchanged
Creative Financial Designs Inc39$14.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC39$14.0K0.00%00.0%Unchanged
MV Capital Management, Inc.40$14.0K0.00%+7+21.2%Added
Zullo Investment Group, Inc.41$14.0K0.01%+41New
Global Financial Private Client, LLC39$13.6K0.01%+35+875.0%Added
CNB Bank36$13.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.35$12.2K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC35$12.0K0.00%+1+2.9%Added