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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 1,012 | $353.0K | 0.10% | +1,012 | New |
| Innovative Portfolios LLC | 1,008 | $352.0K | 2.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $352.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,005 | $351.0K | 0.13% | −62−5.8% | Reduced |
| AIA Group Ltd | 1,006 | $351.0K | 0.02% | +184+22.4% | Added |
| Founders Financial Securities LLC | 1,000 | $349.0K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $349.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $349.0K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $349.0K | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,000 | $349.0K | 0.09% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $349.0K | 0.10% | +1,000 | New |
| Estabrook Capital Management | 1,000 | $348.9K | 0.05% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $348.0K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 983 | $343.0K | 0.05% | −72−6.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $343.0K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 982 | $343.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 984 | $343.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 979 | $341.0K | 0.02% | +72+7.9% | Added |
| Lakeview Capital Partners, LLC | 972 | $339.0K | 0.20% | −300−23.6% | Reduced |
| Symphony Financial, Ltd. Co. | 999 | $339.0K | 0.09% | +999 | New |
| Forum Financial Management, LP | 967 | $337.0K | 0.02% | +967 | New |
| Smart Money Group LLC | 962 | $336.0K | 0.21% | +3+0.3% | Added |
| EverSource Wealth Advisors, LLC | 959 | $335.0K | 0.09% | +959 | New |
| Simmons Bank | 955 | $333.0K | 0.02% | −60−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 952 | $332.0K | 0.08% | +1+0.1% | Added |
| Marshall & Sullivan Inc | 950 | $331.0K | 0.16% | 00.0% | Unchanged |
| Bowman & Co S.C. | 946 | $331.0K | 0.25% | +946 | New |
| Pittenger & Anderson Inc | 947 | $330.0K | 0.02% | +645+213.6% | Added |
| Outlook Wealth Advisors, LLC | 940 | $328.0K | 0.10% | +81+9.4% | Added |
| Great Valley Advisor Group, Inc. | 936 | $327.0K | 0.02% | +222+31.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 934 | $326.0K | 0.02% | −800−46.1% | Reduced |
| Exane Derivatives | 932 | $325.1K | 0.08% | +42+4.7% | Added |
| Valeo Financial Advisors, LLC | 931 | $325.0K | 0.02% | +931 | New |
| Platform Technology Partners | 928 | $324.0K | 0.14% | +27+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 925 | $323.0K | 0.05% | −20−2.1% | Reduced |
| KLCM Advisors, Inc. | 927 | $323.0K | 0.07% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 926 | $323.0K | 0.19% | +3+0.3% | Added |
| Mission Wealth Management, LP | 919 | $321.0K | 0.01% | +19+2.1% | Added |
| Bishop & Co Investment Management, LLC | 918 | $320.0K | 0.13% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 919 | $320.0K | 0.24% | +919 | New |
| Trust Co of Vermont | 912 | $318.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 913 | $318.0K | 0.26% | +106+13.1% | Added |
| Echo Street Capital Management LLC | 910 | $317.0K | 0.00% | +910 | New |
| Horizon Investments, LLC | 909 | $316.0K | 0.01% | +119+15.1% | Added |
| Keebeck Alpha, LP | 907 | $316.0K | 0.11% | +183+25.3% | Added |
| Dynamic Advisor Solutions LLC | 899 | $314.0K | 0.02% | −388−30.1% | Reduced |
| SeaCrest Wealth Management, LLC | 901 | $314.0K | 0.03% | +19+2.2% | Added |
| Professional Advisory Services Inc | 895 | $312.0K | 0.04% | 00.0% | Unchanged |
| Private Management Group Inc | 891 | $311.0K | 0.01% | +891 | New |
| Schneider Downs Wealth Management Advisors, LP | 887 | $309.0K | 0.07% | −10−1.1% | Reduced |
| Hudock, Inc. | 880 | $307.0K | 0.09% | −9−1.0% | Reduced |
| Citizens & Northern Corp | 880 | $307.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 876 | $306.0K | 0.03% | +876 | New |
| CWS Financial Advisors, LLC | 868 | $303.0K | 0.11% | +868 | New |
| First Hawaiian Bank | 861 | $300.0K | 0.01% | −365−29.8% | Reduced |
| Howland Capital Management LLC | 850 | $297.0K | 0.02% | −1,000−54.1% | Reduced |
| Harbour Investments, Inc. | 852 | $297.0K | 0.02% | −616−42.0% | Reduced |
| Key Financial Inc | 851 | $297.0K | 0.15% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 850 | $296.0K | 0.02% | −100−10.5% | Reduced |
| Bahl & Gaynor Inc | 845 | $295.0K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 837 | $292.0K | 0.11% | +837 | New |
| Ironwood Investment Counsel, LLC | 834 | $291.0K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 834 | $291.0K | 0.01% | +134+19.1% | Added |
| West Family Investments, Inc. | 823 | $287.0K | 0.08% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,396 | $286.0K | 0.02% | +1,395+139,500.0% | Added |
| International Assets Investment Management, LLC | 814 | $284.0K | 0.05% | +38+4.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 815 | $284.0K | 0.02% | +50+6.5% | Added |
| Schechter Investment Advisors, LLC | 815 | $284.0K | 0.03% | +815 | New |
| Connecticut Wealth Management, LLC | 811 | $283.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 812 | $283.0K | 0.03% | +812 | New |
| Foster Group, Inc. | 807 | $282.0K | 0.02% | +2+0.2% | Added |
| Merriman Wealth Management, LLC | 802 | $280.0K | 0.02% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 800 | $279.0K | 0.21% | −104−11.5% | Reduced |
| Headinvest, LLC | 800 | $279.0K | 0.05% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $279.0K | 0.12% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $279.0K | 0.13% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 800 | $279.0K | 0.06% | +800 | New |
| Engine No. 1 LLC | 793 | $277.0K | 0.06% | +793 | New |
| Nicolet Bankshares Inc | 781 | $272.0K | 0.06% | −140−15.2% | Reduced |
| NBT Bank N A | 780 | $272.0K | 0.03% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 780 | $272.0K | 0.07% | +780 | New |
| BT Wealth Management LLC | 778 | $271.0K | 0.07% | +778 | New |
| Paragon Capital Management Ltd | 771 | $269.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 770 | $269.0K | 0.03% | 00.0% | Unchanged |
| Hoylecohen, LLC | 765 | $267.0K | 0.02% | +29+3.9% | Added |
| Equitable Holdings, Inc. | 762 | $266.0K | 0.00% | −646−45.9% | Reduced |
| LS Investment Advisors, LLC | 760 | $265.0K | 0.04% | −420−35.6% | Reduced |
| Hanson & Doremus Investment Management | 761 | $265.0K | 0.06% | −34−4.3% | Reduced |
| Shelton Capital Management | 758 | $264.0K | 0.01% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $263.0K | 0.14% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 753 | $263.0K | 0.05% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 750 | $262.0K | 0.03% | −179−19.3% | Reduced |
| Argent Advisors, Inc. | 750 | $262.0K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 743 | $259.0K | 0.03% | +206+38.4% | Added |
| Zimmermann Investment Management & Planning LLC | 742 | $259.0K | 0.15% | +742 | New |
| Johanson Financial Advisors, Inc. | 741 | $258.0K | 0.08% | +3+0.4% | Added |
| Aries Wealth Management | 733 | $256.0K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 733 | $256.0K | 0.01% | +21+2.9% | Added |
| Central Trust Co | 728 | $254.0K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 724 | $253.0K | 0.03% | 00.0% | Unchanged |