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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 33,414 | $11.7M | 0.09% | +10,691+47.0% | Added |
| USS Investment Management Ltd | 33,253 | $11.6M | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33,194 | $11.6M | 0.82% | +1,151+3.6% | Added |
| Moreno Evelyn V | 33,146 | $11.6M | 2.31% | −222−0.7% | Reduced |
| Westpac Banking Corp | 33,042 | $11.5M | 0.12% | −3,363−9.2% | Reduced |
| Peapack Gladstone Financial Corp | 32,630 | $11.4M | 0.21% | −142−0.4% | Reduced |
| Pinebridge Investments, L.P. | 32,121 | $11.2M | 0.11% | +6,709+26.4% | Added |
| M. Kraus & Co | 31,891 | $11.1M | 3.54% | −267−0.8% | Reduced |
| Arizona State Retirement System | 31,778 | $11.1M | 0.08% | −591−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 31,664 | $11.0M | 0.16% | −3,868−10.9% | Reduced |
| Crossvault Capital Management LLC | 30,507 | $10.6M | 3.19% | −50.0% | Reduced |
| HighTower Advisors, LLC | 30,276 | $10.6M | 0.02% | +1,372+4.7% | Added |
| Brown Advisory Inc | 30,142 | $10.5M | 0.01% | −99−0.3% | Reduced |
| Amalgamated Bank | 30,060 | $10.5M | 0.08% | +1,618+5.7% | Added |
| Kidder Stephen W | 29,522 | $10.3M | 3.13% | −2,151−6.8% | Reduced |
| Point72 Asset Management, L.P. | 28,490 | $9.94M | 0.04% | +28,490 | New |
| State of Alaska, Department of Revenue | 28,313 | $9.88M | 0.10% | −2,560−8.3% | Reduced |
| Azimuth Capital Management LLC | 28,300 | $9.87M | 0.40% | −565−2.0% | Reduced |
| Zacks Investment Management | 27,746 | $9.68M | 0.14% | +635+2.3% | Added |
| Robeco Institutional Asset Management B.V. | 27,738 | $9.68M | 0.02% | −5,310−16.1% | Reduced |
| Formuepleje A/S | 27,366 | $9.55M | 0.36% | −1,639−5.7% | Reduced |
| Unigestion Holding SA | 26,978 | $9.41M | 0.38% | +1,248+4.9% | Added |
| Andra AP-fonden | 26,900 | $9.38M | 0.19% | −4,500−14.3% | Reduced |
| Puzo Michael J | 26,632 | $9.29M | 2.62% | +178+0.7% | Added |
| Rockland Trust Co | 26,568 | $9.27M | 0.59% | −1,364−4.9% | Reduced |
| Citadel Advisors LLC | 26,145 | $9.12M | 0.01% | −140,637−84.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 25,815 | $9.01M | 0.49% | +25,815 | New |
| MetLife Investment Management | 25,626 | $8.94M | 0.07% | −580−2.2% | Reduced |
| D.A. Davidson & Co. | 25,330 | $8.84M | 0.09% | −620−2.4% | Reduced |
| Triasima Portfolio Management inc. | 25,056 | $8.74M | 0.42% | +4,411+21.4% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $8.72M | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 24,625 | $8.59M | 0.36% | +1,384+6.0% | Added |
| Notis-McConarty Edward | 24,519 | $8.55M | 2.85% | +30.0% | Added |
| Guggenheim Capital LLC | 24,503 | $8.55M | 0.04% | +6,906+39.2% | Added |
| L & S Advisors Inc | 24,164 | $8.43M | 0.91% | +17,468+260.9% | Added |
| Swiss Life Asset Management Ltd | 24,020 | $8.38M | 0.11% | −625−2.5% | Reduced |
| Jane Street Group, LLC | 23,741 | $8.28M | 0.02% | +12,273+107.0% | Added |
| Oregon Public Employees Retirement Fund | 23,699 | $8.27M | 0.09% | −3,762−13.7% | Reduced |
| Oppenheimer & Co Inc | 23,603 | $8.23M | 0.14% | +516+2.2% | Added |
| Heron Bay Capital Management | 23,324 | $8.14M | 4.01% | +52+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $8.06M | 0.18% | −186−0.8% | Reduced |
| ProShare Advisors LLC | 22,896 | $7.99M | 0.02% | +5,598+32.4% | Added |
| Allspring Global Investments Holdings, LLC | 22,813 | $7.96M | 0.01% | +22,813 | New |
| Cambridge Investment Research Advisors, Inc. | 22,693 | $7.92M | 0.04% | −547−2.4% | Reduced |
| Regal Wealth Group, Inc. | 22,663 | $7.91M | 4.46% | +24+0.1% | Added |
| Brinker Capital Investments, LLC | 22,531 | $7.86M | 0.11% | −970−4.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,528 | $7.86M | 0.07% | −105−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 27,052 | $7.82M | 0.06% | −6,805−20.1% | Reduced |
| First Republic Investment Management, Inc. | 22,383 | $7.81M | 0.02% | −1,702−7.1% | Reduced |
| Stonegate Investment Group, LLC | 22,298 | $7.78M | 0.33% | +22,298 | New |
| Bank of Nova Scotia | 22,209 | $7.75M | 0.01% | −24,955−52.9% | Reduced |
| Telos Capital Management, Inc. | 21,872 | $7.63M | 0.95% | +1,909+9.6% | Added |
| Captrust Financial Advisors | 21,689 | $7.57M | 0.05% | −359−1.6% | Reduced |
| Richard C. Young & CO., LTD. | 21,220 | $7.40M | 0.93% | −757−3.4% | Reduced |
| Contravisory Investment Management, Inc. | 21,212 | $7.40M | 2.00% | +214+1.0% | Added |
| Creative Planning | 21,158 | $7.38M | 0.01% | +1,492+7.6% | Added |
| Utah Retirement Systems | 21,034 | $7.34M | 0.09% | +48+0.2% | Added |
| Tenere Capital LLC | 20,639 | $7.20M | 2.86% | +20,639 | New |
| Truist Financial Corp | 20,602 | $7.19M | 0.01% | −188−0.9% | Reduced |
| Churchill Management Corp | 20,504 | $7.15M | 0.10% | −183−0.9% | Reduced |
| 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 |
| Drystone LLC | 20,461 | $7.14M | 7.42% | +20,461 | New |
| Lipe & Dalton | 20,453 | $7.13M | 3.37% | −85−0.4% | Reduced |
| British Columbia Investment Management Corp | 20,386 | $7.11M | 0.04% | −1,058−4.9% | Reduced |
| Portland Global Advisors LLC | 20,035 | $6.99M | 1.17% | +20.0% | Added |
| Sandy Spring Bank | 20,005 | $6.98M | 0.33% | +937+4.9% | Added |
| Natixis Advisors, L.P. | 19,721 | $6.88M | 0.03% | +1,699+9.4% | Added |
| Birch Hill Investment Advisors LLC | 19,503 | $6.80M | 0.34% | −70−0.4% | Reduced |
| Public Sector Pension Investment Board | 19,352 | $6.75M | 0.04% | −220−1.1% | Reduced |
| State of Tennessee, Treasury Department | 19,315 | $6.74M | 0.02% | −297−1.5% | Reduced |
| Comerica Bank | 21,827 | $6.58M | 0.05% | −550−2.5% | Reduced |
| Tredje AP-fonden | 18,800 | $6.56M | 0.13% | +6,800+56.7% | Added |
| Catalyst Capital Advisors LLC | 18,200 | $6.35M | 0.29% | −1,225−6.3% | Reduced |
| Bill Few Associates, Inc. | 17,521 | $6.11M | 3.17% | +17,521 | New |
| Dai-Ichi Life Insurance Company, Ltd | 17,471 | $6.09M | 0.08% | 00.0% | Unchanged |
| Mackay Shields LLC | 17,405 | $6.07M | 0.05% | −412−2.3% | Reduced |
| Vontobel Holding Ltd. | 17,390 | $6.03M | 0.05% | +216+1.3% | Added |
| Nixon Peabody Trust Co | 17,266 | $6.02M | 1.82% | +110+0.6% | Added |
| Hall Laurie J Trustee | 16,802 | $5.86M | 2.08% | −10−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 16,774 | $5.85M | 0.22% | −1,143−6.4% | Reduced |
| M&T Bank Corp | 16,776 | $5.85M | 0.02% | +266+1.6% | Added |
| Yousif Capital Management, LLC | 16,620 | $5.80M | 0.06% | +16,620 | New |
| Mutual of America Capital Management LLC | 16,568 | $5.78M | 0.06% | −446−2.6% | Reduced |
| Barr E S & Co | 16,469 | $5.75M | 0.38% | −3,785−18.7% | Reduced |
| Metropolitan Life Insurance Co | 16,418 | $5.73M | 0.08% | −412−2.4% | Reduced |
| Whitener Capital Management, Inc. | 16,150 | $5.63M | 2.01% | +430+2.7% | Added |
| Texas Permanent School Fund | 15,998 | $5.58M | 0.07% | −1,928−10.8% | Reduced |
| Capital International Inc | 15,919 | $5.55M | 0.05% | +5,443+52.0% | Added |
| Sturgeon Ventures LLP | 15,715 | $5.48M | 2.53% | +1,788+12.8% | Added |
| Weatherly Asset Management L. P. | 15,597 | $5.44M | 0.60% | −125−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,556 | $5.43M | 0.14% | +4,700+43.3% | Added |
| IFM Investors Pty Ltd | 15,151 | $5.29M | 0.10% | −149−1.0% | Reduced |
| ING Groep NV | 15,137 | $5.28M | 0.05% | +5,396+55.4% | Added |
| Kestra Advisory Services, LLC | 15,086 | $5.26M | 0.05% | −1,005−6.2% | Reduced |
| Renaissance Investment Group LLC | 14,931 | $5.21M | 1.24% | +14,931 | New |
| Gateway Investment Advisers LLC | 14,915 | $5.20M | 0.05% | +214+1.5% | Added |
| Xponance, Inc. | 14,789 | $5.16M | 0.08% | +1,680+12.8% | Added |
| Bradley Mark J. | 14,781 | $5.16M | 3.37% | −138−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,558 | $5.08M | 0.05% | +18+0.1% | Added |