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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
Evoke Wealth, LLC2,055$717.0K0.02%−100−4.6%Reduced
Harfst & Associates, Inc.2,044$713.0K0.18%−3−0.1%Reduced
MONECO Advisors, LLC2,492$710.0K0.27%−3−0.1%Reduced
Sawtooth Solutions, LLC2,028$708.0K0.08%+1,053+108.0%Added
Toroso Investments, LLC2,026$707.0K0.02%+298+17.2%Added
Markston International LLC2,013$702.0K0.71%−8−0.4%Reduced
Marble Harbor Investment Counsel, LLC2,010$701.0K0.08%00.0%Unchanged
Grimes & Company, Inc.2,006$700.0K0.03%00.0%Unchanged
Empirical Finance, LLC2,004$699.0K0.08%+530+36.0%Added
Bluestein R H & Co2,000$698.0K0.02%00.0%Unchanged
Pensionfund DSM Netherlands2,000$698.0K0.08%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,998$697.0K0.13%+113+6.0%Added
Chatham Capital Group, Inc.1,994$696.0K0.13%00.0%Unchanged
Change Path, LLC1,997$696.0K0.03%+700+54.0%Added
Charter Trust Co1,993$695.0K0.06%−25−1.2%Reduced
MTM Investment Management, LLC1,978$690.0K0.33%00.0%Unchanged
Veriti Management LLC1,978$690.0K0.09%+409+26.1%Added
Chicago Trust Co NA1,975$689.0K0.14%00.0%Unchanged
Foundations Investment Advisors, LLC2,038$683.0K0.03%+2,038New
IndexIQ Advisors LLC1,942$677.0K0.02%−70−3.5%Reduced
IBM Retirement Fund1,935$675.0K0.08%−1,352−41.1%Reduced
Addison Capital Co1,934$675.0K0.30%00.0%Unchanged
Financial Advisory Service, Inc.1,929$673.0K0.06%+877+83.4%Added
Inscription Capital, LLC1,915$668.0K0.18%00.0%Unchanged
Stonebridge Capital Advisors LLC1,908$666.0K0.07%+7+0.4%Added
Quantitative Investment Management, LLC1,908$665.0K0.09%−9,955−83.9%Reduced
Choate Investment Advisors1,907$665.0K0.04%00.0%Unchanged
Fieldpoint Private Securities, LLC1,902$664.0K0.13%+574+43.2%Added
Loveless Wealth Management LLC1,900$663.0K0.36%−100−5.0%Reduced
Ellenbecker Investment Group1,892$660.0K0.18%−154−7.5%Reduced
Pine Haven Investment Counsel, Inc1,883$657.0K0.61%+1,883New
Trustcore Financial Services, LLC1,880$656.0K0.07%−35−1.8%Reduced
Cambridge Trust Co1,870$652.0K0.02%+350+23.0%Added
Sicart Associates LLC1,875$650.0K0.17%−125−6.3%Reduced
HM Payson & Co1,862$650.0K0.01%−100−5.1%Reduced
Formidable Asset Management, LLC1,871$643.0K0.12%−225−10.7%Reduced
First Community Trust NA1,836$640.5K0.53%+1,836New
ERn Financial, LLC1,823$636.0K0.14%00.0%Unchanged
Transcend Wealth Collective, LLC1,812$632.0K0.06%+1,812New
Navalign, LLC1,803$629.0K0.25%+1,803New
Bokf, NA1,770$617.0K0.01%−139−7.3%Reduced
Prudent Investors Network1,761$614.0K0.29%00.0%Unchanged
Fiera Capital Corp1,753$612.0K0.00%+198+12.7%Added
Chilton Capital Management LLC1,748$610.0K0.03%00.0%Unchanged
Capital Investment Advisors, LLC1,750$610.0K0.02%+1+0.1%Added
TCWP LLC1,750$610.0K0.12%+1,750New
Stratos Wealth Partners, LTD.1,746$609.0K0.01%−56−3.1%Reduced
Stratos Wealth Advisors, LLC1,743$608.0K0.04%−23−1.3%Reduced
Twin Tree Management, LP1,742$608.0K0.01%+1,742New
Chemung Canal Trust Co1,707$596.0K0.11%−225−11.6%Reduced
Chelsea Counsel Co1,692$590.0K0.26%00.0%Unchanged
Fragasso Group Inc.1,680$586.0K0.07%−325−16.2%Reduced
EP Wealth Advisors, LLC1,679$586.0K0.01%+22+1.3%Added
West Wealth Group, LLC1,668$582.0K0.22%+1,668New
Credit Capital Investments LLC1,662$580.0K0.56%+1,662New
Orion Portfolio Solutions, LLC1,655$577.0K0.02%+1,655New
Profund Advisors LLC1,652$576.0K0.02%−16−1.0%Reduced
Cobblestone Capital Advisors LLC1,645$574.0K0.04%00.0%Unchanged
Wealthcare Advisory Partners LLC1,646$574.0K0.03%+564+52.1%Added
Lombard Odier Asset Management (Switzerland) SA1,646$574.0K0.04%+1,646New
Mutual Advisors, LLC1,632$569.0K0.03%+2+0.1%Added
Beaton Management Co. Inc.1,615$563.0K0.34%00.0%Unchanged
Evermay Wealth Management LLC1,615$563.0K0.10%+971+150.8%Added
Fred Alger Management, LLC1,603$559.0K0.00%00.0%Unchanged
Hunter Associates Investment Management LLC1,600$558.0K0.16%00.0%Unchanged
Hengehold Capital Management LLC1,600$558.0K0.07%00.0%Unchanged
ProVise Management Group, LLC1,600$558.0K0.05%+1,600New
Symmetry Partners, LLC1,590$555.0K0.04%00.0%Unchanged
Vestmark Advisory Solutions, Inc.1,577$550.0K0.03%+220+16.2%Added
Clarius Group, LLC1,558$544.0K0.04%+67+4.5%Added
Siemens Fonds Invest GmbH1,553$539.0K0.04%+316+25.5%Added
Voloridge Investment Management, LLC1,539$537.0K0.00%−38,946−96.2%Reduced
Patron Partners Advisors, LLC1,537$536.0K0.35%00.0%Unchanged
Baystate Wealth Management LLC1,533$535.0K0.05%00.0%Unchanged
Alethea Capital Management, LLC1,528$533.0K0.46%+1,528New
Fortitude Advisory Group L.L.C.1,529$533.0K0.27%+1,529New
Basepoint Wealth LLC1,524$531.7K0.52%+1,524New
Partners Group Holding AG1,523$531.0K0.03%00.0%Unchanged
Ameritas Investment Partners, Inc.1,520$530.0K0.02%−88−5.5%Reduced
CAPROCK Group, Inc.1,518$530.0K0.04%+16+1.1%Added
Evercore Wealth Management, LLC1,512$527.0K0.01%00.0%Unchanged
Montag A & Associates Inc1,508$526.0K0.03%−7−0.5%Reduced
Freestone Capital Holdings, LLC1,508$526.0K0.02%+9+0.6%Added
Smithfield Trust Co1,508$524.0K0.03%+31+2.1%Added
Coldstream Capital Management Inc1,502$524.0K0.02%+1,502New
Westside Investment Management, Inc.1,500$523.0K0.01%00.0%Unchanged
Cito Capital Group, LLC1,500$523.0K0.22%00.0%Unchanged
Gotham Asset Management, LLC1,493$521.0K0.02%−3,819−71.9%Reduced
Kowal Investment Group, LLC1,456$508.0K0.15%+6+0.4%Added
AdvisorNet Financial, Inc1,458$508.0K0.03%+52+3.7%Added
CWM, LLC1,454$507.0K0.00%+1,454New
Wintrust Investments LLC1,428$498.0K0.05%+1,428New
Enterprise Bank & Trust Co1,425$497.0K0.17%−58−3.9%Reduced
9258 Wealth Management, LLC1,421$496.0K0.11%+124+9.6%Added
Castleark Management LLC1,420$495.0K0.02%00.0%Unchanged
Strong Tower Advisory Services1,418$495.0K0.26%+277+24.3%Added
United Capital Financial Advisers, LLC1,404$490.0K0.00%+87+6.6%Added
Middleton & Co Inc1,400$488.0K0.05%−250−15.2%Reduced
Costello Asset Management, INC1,400$488.0K0.30%00.0%Unchanged
Keene & Associates, Inc.1,399$488.0K0.42%+1,399New