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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 1,397 | $487.0K | 0.08% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,386 | $484.0K | 0.27% | +1,386 | New |
| Equitable Trust Co | 1,385 | $483.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 1,382 | $482.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,381 | $482.0K | 0.38% | +1,381 | New |
| Fukoku Mutual Life Insurance Co | 1,380 | $481.0K | 0.04% | +50+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,380 | $481.0K | 0.03% | +150+12.2% | Added |
| Triton Wealth Management, PLLC | 1,643 | $475.0K | 0.25% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,362 | $475.0K | 0.00% | −376−21.6% | Reduced |
| Vista Wealth Management Group, LLC | 1,362 | $475.0K | 0.08% | −30−2.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,362 | $475.0K | 0.20% | −4−0.3% | Reduced |
| Verity Asset Management, Inc. | 1,359 | $474.0K | 0.28% | +10+0.7% | Added |
| Cubist Systematic Strategies, LLC | 1,349 | $471.0K | 0.00% | −25,739−95.0% | Reduced |
| Avalon Investment & Advisory | 1,349 | $471.0K | 0.01% | −1,289−48.9% | Reduced |
| Latitude Advisors, LLC | 1,348 | $470.0K | 0.13% | +307+29.5% | Added |
| Csenge Advisory Group | 1,632 | $466.0K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,332 | $465.0K | 0.04% | +1,332 | New |
| New Jersey Better Educational Savings Trust | 1,330 | $464.0K | 1.03% | −670−33.5% | Reduced |
| Allworth Financial LP | 1,331 | $464.0K | 0.01% | −150−10.1% | Reduced |
| AMJ Financial Wealth Management | 1,330 | $464.0K | 0.17% | −65−4.7% | Reduced |
| Cerity Partners LLC | 1,338 | $464.0K | 0.01% | +1,338 | New |
| Boston Private Wealth LLC | 1,319 | $460.0K | 0.01% | +157+13.5% | Added |
| Polar Asset Management Partners Inc. | 1,313 | $458.0K | 0.01% | −15−1.1% | Reduced |
| Conning Inc. | 1,310 | $457.0K | 0.01% | −92−6.6% | Reduced |
| PVG Asset Management Corp | 1,309 | $456.6K | 1.67% | +1,309 | New |
| WealthPLAN Partners, LLC | 1,577 | $456.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 1,302 | $454.0K | 0.01% | −1−0.1% | Reduced |
| Valley Brook Capital Group | 1,300 | $453.0K | 0.39% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,271 | $443.0K | 0.02% | +240+23.3% | Added |
| Hilltop Holdings Inc. | 1,261 | $440.0K | 0.05% | +75+6.3% | Added |
| Hyman Charles D | 1,254 | $437.0K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,252 | $437.0K | 0.03% | +1,252 | New |
| Centerpoint Advisors, LLC | 1,250 | $436.0K | 0.19% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,247 | $435.0K | 0.00% | +106+9.3% | Added |
| B. Riley Wealth Management, Inc. | 1,243 | $434.0K | 0.03% | +300+31.8% | Added |
| Nations Financial Group Inc, | 1,242 | $433.0K | 0.06% | +9+0.7% | Added |
| Parallel Advisors, LLC | 1,237 | $432.0K | 0.02% | +77+6.6% | Added |
| Bridge Advisory, LLC | 1,239 | $432.0K | 0.20% | +1,239 | New |
| Philadelphia Trust Co | 1,232 | $430.0K | 0.03% | +64+5.5% | Added |
| Ritholtz Wealth Management | 1,231 | $429.0K | 0.03% | −1−0.1% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $427.0K | 0.52% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,224 | $427.0K | 0.34% | +1,224 | New |
| Evergreen Capital Management LLC | 1,221 | $426.0K | 0.02% | +3+0.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $423.0K | 0.13% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,211 | $423.0K | 0.18% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,210 | $422.0K | 0.15% | −17−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 465 | $422.0K | 0.04% | +465 | New |
| J.W. Cole Advisors, Inc. | 1,207 | $421.0K | 0.03% | +26+2.2% | Added |
| Great Lakes Advisors, LLC | 1,204 | $420.0K | 0.01% | −5−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 1,192 | $416.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,189 | $415.0K | 0.02% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,189 | $415.0K | 0.01% | +115+10.7% | Added |
| Cannon Financial Strategists, Inc. | 1,184 | $413.0K | 0.15% | −99−7.7% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $412.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,180 | $412.0K | 0.02% | +91+8.4% | Added |
| Rafferty Asset Management, LLC | 1,174 | $410.0K | 0.00% | −465−28.4% | Reduced |
| Capital City Trust Co | 1,175 | $410.0K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,175 | $410.0K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,174 | $410.0K | 0.00% | +14+1.2% | Added |
| Ascent Group, LLC | 1,302 | $409.0K | 0.05% | +1,302 | New |
| Tokio Marine Asset Management Co Ltd | 1,167 | $407.0K | 0.03% | +250+27.3% | Added |
| Associated Banc-Corp | 1,156 | $403.0K | 0.01% | −14−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,150 | $401.0K | 0.04% | +55+5.0% | Added |
| Ballentine Partners, LLC | 1,148 | $401.0K | 0.01% | +145+14.5% | Added |
| Vista Finance, LLC | 1,149 | $401.0K | 0.41% | +1,149 | New |
| Cornerstone Wealth Management, LLC | 1,147 | $399.0K | 0.04% | +1,147 | New |
| Rehmann Capital Advisory Group | 1,126 | $392.8K | 0.04% | +84+8.1% | Added |
| Red Cedar Investment Management, LLC | 1,125 | $392.0K | 0.05% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,123 | $392.0K | 0.01% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,121 | $391.0K | 0.19% | −180−13.8% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $391.0K | 0.16% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,121 | $391.0K | 0.02% | +296+35.9% | Added |
| Paragon Private Wealth Management, LLC | 1,120 | $391.0K | 0.35% | +1,120 | New |
| Corbett Road Capital Management, LLC | 1,118 | $390.0K | 0.67% | −1,016−47.6% | Reduced |
| United Bank | 1,115 | $389.0K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,109 | $387.0K | 0.07% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,110 | $387.0K | 0.00% | +68+6.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,103 | $384.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,093 | $381.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,093 | $381.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,085 | $379.0K | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,087 | $379.0K | 0.00% | +493+83.0% | Added |
| FourThought Financial, LLC | 1,078 | $376.0K | 0.05% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,068 | $373.0K | 0.01% | −57−5.1% | Reduced |
| Capital Investment Advisory Services, LLC | 1,067 | $372.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,058 | $369.0K | 0.05% | −50−4.5% | Reduced |
| Column Capital Advisors, LLC | 1,057 | $369.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,057 | $369.0K | 0.01% | +22+2.1% | Added |
| Keel Point, LLC | 1,053 | $367.0K | 0.05% | +305+40.8% | Added |
| Jones Financial Companies LLLP | 1,048 | $366.0K | 0.00% | +19+1.8% | Added |
| Centric Wealth Management | 1,045 | $365.0K | 0.12% | +3+0.3% | Added |
| WJ Wealth Management, LLC | 1,046 | $365.0K | 0.22% | +6+0.6% | Added |
| Krane Funds Advisors LLC | 1,041 | $363.0K | 0.01% | −258−19.9% | Reduced |
| Pitcairn Co | 1,033 | $360.0K | 0.02% | +2+0.2% | Added |
| Kelly Financial Services LLC | 1,021 | $356.0K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,016 | $354.0K | 0.04% | −745−42.3% | Reduced |
| Parsons Capital Management Inc | 1,014 | $354.0K | 0.03% | −25−2.4% | Reduced |
| Brewin Dolphin Ltd | 1,011 | $353.0K | 0.02% | −169−14.3% | Reduced |
| 1776 Wealth LLC | 1,010 | $353.0K | 0.19% | −29−2.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,011 | $353.0K | 0.14% | 00.0% | Unchanged |