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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.

Q1 2022 vs. Q4 2021

How the institutions holding Rockwell Automation, Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of ROK: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,136141,052−70
Shares91.6M46.5K92.1M+537.2K (+0.6%)
Value$31.9B$16.2M$25.6B−$6.19B (−19.5%)

14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Rockwell Automation, Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to ROK in Q1 2022
InstitutionSharesValue% of portfolio
Ceredex Value Advisors LLC429,424$120.3M1.45%
ExodusPoint Capital Management, LP93,627$26.2M0.38%
London & Capital Asset Management Ltd93,609$26.2M1.94%
LMCG Investments, LLC39,146$11.0M0.64%
Bridgewater Associates, LP38,365$10.7M0.04%
Alyeska Investment Group, L.P.35,528$9.95M0.11%
Amalgamated Financial Corp.30,073$8.42M0.07%
Meitav Dash Investments Ltd29,694$8.25M0.12%
Alight Capital Management LP27,500$7.70M3.58%
First Trust Bank, Ltd.22,200$6.22M7.11%
Cyrus J. Lawrence, LLC20,209$5.66M1.30%
Moore Capital Management, LP16,084$4.50M0.15%
Fund Management at Engine No. 1 LLC14,930$4.18M1.05%
North Growth Management Ltd.15,000$4.10M0.76%
Lighthouse Investment Partners, LLC11,142$3.12M2.56%
Jade Capital Advisors, LLC10,000$2.80M1.88%
Tudor Investment Corp Et Al9,483$2.66M0.07%
Amica Mutual Insurance Co8,963$2.51M0.29%
Brookfield Asset Management Inc.7,004$1.96M0.01%
Capstone Investment Advisors, LLC6,312$1.77M0.04%
Atria Wealth Solutions, Inc.6,012$1.68M0.03%
Freemont Management S.A.5,965$1.67M0.25%
Global Retirement Partners, LLC7,465$1.48M0.12%
Edgestream Partners, L.P.4,717$1.32M0.11%
Schonfeld Strategic Advisors LLC4,695$1.31M0.01%
Eudaimonia Partners, LLC3,859$1.08M0.18%
Integrated Advisors Network LLC3,763$1.05M0.06%
Carret Asset Management, LLC3,590$1.00M0.12%
InTrack Investment Management Inc3,055$855.0K0.69%
Soros Capital Management LLC2,907$814.0K0.20%
Boulder Hill Capital Management LP2,700$756.0K0.41%
Achmea Investment Management B.V.2,542$712.0K0.02%
Erste Asset Management GmbH2,492$703.7K0.01%
Meeder Asset Management Inc2,407$674.0K0.03%
Prudential PLC2,293$642.0K0.01%
Access Financial Services, Inc.1,988$557.0K0.26%
MQS Management LLC1,979$554.0K0.45%
Maven Securities LTD1,975$553.0K0.11%
Empirical Asset Management, LLC1,852$519.0K0.49%
Gladius Capital Management LP1,799$504.0K0.17%
Mendel Money Management1,760$493.0K0.24%
XTX Topco Ltd1,365$382.0K0.17%
WR Wealth Planners, LLC1,351$378.3K0.23%
Parallax Volatility Advisers, L.P.1,341$376.0K0.01%
WealthPlan Investment Management, LLC1,474$372.0K0.03%
Ergoteles LLC1,270$356.0K0.01%
Focus Financial Network, Inc.1,239$346.9K0.02%
Bradley Foster & Sargent Inc1,137$318.0K0.01%
Central Bank & Trust Co1,108$310.0K0.05%
Milestone Advisory Partners1,100$308.0K0.17%
Amica Retiree Medical Trust1,077$302.0K0.28%
Verus Capital Partners, LLC1,320$301.0K0.05%
Live Oak Private Wealth LLC1,007$282.0K0.05%
Madden Securities Corp980$274.0K0.12%
Summit Trail Advisors, LLC976$273.0K0.02%
Stanley-Laman Group, Ltd.953$267.0K0.04%
Pegasus Partners Ltd.950$266.0K0.05%
Level Four Advisory Services, LLC947$265.0K0.02%
Wealthsource Partners, LLC925$259.0K0.02%
Aaron Wealth Advisors68,327$244.0K0.00%
Verition Fund Management LLC803$225.0K0.00%
Prospera Financial Services Inc794$223.0K0.01%
Pinnacle Wealth Planning Services, Inc.788$221.0K0.04%
Main Street Financial Solutions, LLC715$200.0K0.03%
MCF Advisors LLC627$176.0K0.02%
PEAK6 Investments LLC605$170.0K0.01%
Tompkins Financial Corp516$144.0K0.02%
Money Concepts Capital Corp247$69.0K0.00%
Beacon Capital Management, LLC229$64.0K0.02%
Hazlett, Burt & Watson, Inc.211$59.0K0.05%
Steward Financial Group LLC128$35.0K0.03%
Riverview Trust Co116$32.0K0.02%
Paladin Advisory Group, LLC105$29.0K0.02%
Capital Directions Investment Advisors, LLC101$28.0K0.01%
Capital Advisory Group Advisory Services, LLC100$28.0K0.01%
Raleigh Capital Management Inc.68$19.0K0.01%
Fairfield Financial Advisors, LTD50$14.0K0.01%
Clean Yield Group43$12.0K0.00%
JJJ Advisors Inc.32$9.00K0.00%
Advanced Research Investment Solutions, LLC25$7.00K0.00%
Cordant, Inc.19$5.00K0.00%
Investors Research Corp15$4.00K0.00%
Loomis Sayles & Co L P9$3.00K0.00%
GW&K Investment Management, LLC10$3.00K0.00%
Disciplined Investments, LLC11$3.00K0.00%
Oliver Lagore Vanvalin Investment Group10$3.00K0.00%
Byrne Asset Management LLC7$2.00K0.00%
J.Safra Asset Management Corp501$1.00K0.02%
GoalVest Advisory LLC2$1.00K0.00%

Sold out (159)

Institutions that held Rockwell Automation, Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 159 by value.

Institutions that sold out of ROK in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Lord, Abbett & Co. LLC238,478$83.2M
Shellback Capital, LP153,699$53.6M
Cookson Peirce & Co Inc133,184$46.5M
Two Sigma Investments, LP104,330$36.4M
Hilton Capital Management, LLC56,784$19.8M
Walleye Capital LLC56,045$19.6M
1832 Asset Management L.P.41,623$14.6M
Advisors Asset Management, Inc.38,468$13.4M
Premier Fund Managers Ltd38,420$13.3M
Point72 Asset Management, L.P.28,490$9.94M
Triasima Portfolio Management inc.25,056$8.74M
L & S Advisors Inc24,164$8.43M
Churchill Management Corp20,504$7.15M
Two Sigma Advisers, LP20,500$7.15M
Catalyst Capital Advisors LLC18,200$6.35M
Geneva Partners, LLC13,524$4.72M
HRT Financial LP13,439$4.69M
Industrial Alliance Investment Management Inc.11,505$4.01M
Sabadell Asset Management, S.A S.G.I.I.C10,454$3.45M
Orser Capital Management, LLC8,745$3.05M
GWM Advisors LLC8,532$2.98M
Alberta Investment Management Corp8,255$2.88M
Connor, Clark & Lunn Investment Management Ltd.8,126$2.83M
Atom Investors LP6,721$2.35M
Jefferies Group LLC6,166$2.15M
Appian Way Asset Management LP5,700$1.99M
Ontario Teachers Pension Plan Board5,621$1.96M
Stevens Capital Management LP5,464$1.91M
Donoghue Forlines LLC5,332$1.86M
Wellington Shields Capital Management, LLC5,000$1.74M
Simplex Trading, LLC4,576$1.60M
Highview Capital Management LLC4,380$1.53M
Sciencast Management LP4,405$1.50M
Wolverine Trading, LLC4,233$1.47M
St. Louis Trust Co4,143$1.45M
WESPAC Advisors, LLC4,006$1.40M
Atria Investments LLC3,699$1.29M
Dynamic Technology Lab Private Ltd3,521$1.23M
Moloney Securities Asset Management, LLC3,365$1.17M
Jump Financial, LLC3,340$1.17M
Syntal Capital Partners, LLC3,191$1.11M
Ziegler Capital Management, LLC3,188$1.11M
Helios Capital Management Pte. Ltd3,100$1.08M
Laurion Capital Management LP2,998$1.05M
Weiss Multi-Strategy Advisers LLC2,970$1.04M
Clark Capital Management Group, Inc.2,762$964.0K
Boston Trust Walden Corp2,500$872.0K
Strategy Asset Managers LLC2,457$857.0K
Aspen Investment Management Inc2,346$818.0K
Dakota Wealth Management2,346$818.0K
Two Sigma Securities, LLC2,334$814.0K
Quadrature Capital Ltd2,281$796.0K
Advisor Resource Council2,137$746.0K
Axxcess Wealth Management, LLC2,080$726.0K
Pensionfund DSM Netherlands2,000$698.0K
Quantitative Investment Management, LLC1,908$665.0K
Credit Capital Investments LLC1,662$580.0K
Lombard Odier Asset Management (Switzerland) SA1,646$574.0K
Voloridge Investment Management, LLC1,539$537.0K
Alethea Capital Management, LLC1,528$533.0K
Glenview Trust Co1,382$482.0K
Latitude Advisors, LLC1,348$470.0K
Csenge Advisory Group1,632$466.0K
Hamilton Capital, LLC1,332$465.0K
AMJ Financial Wealth Management1,330$464.0K
Polar Asset Management Partners Inc.1,313$458.0K
Personal Capital Advisors Corp1,247$435.0K
Astoria Portfolio Advisors LLC.1,224$427.0K
Sheaff Brock Investment Advisors, LLC465$422.0K
Alps Advisors Inc1,174$410.0K
Cornerstone Wealth Management, LLC1,147$399.0K
Red Cedar Investment Management, LLC1,125$392.0K
Corbett Road Capital Management, LLC1,118$390.0K
Krane Funds Advisors LLC1,041$363.0K
Gsa Capital Partners LLP1,016$354.0K
LGT Fund Management Co Ltd.1,000$349.0K
Forum Financial Management, LP967$337.0K
Outlook Wealth Advisors, LLC940$328.0K
Platform Technology Partners928$324.0K
Echo Street Capital Management LLC910$317.0K
Baltimore-Washington Financial Advisors, Inc.815$284.0K
Engine No. 1 LLC793$277.0K
BT Wealth Management LLC778$271.0K
Equitable Holdings, Inc.762$266.0K
RSM US Wealth Management LLC733$256.0K
Aries Wealth Management733$256.0K
Sadoff Investment Management LLC716$250.0K
180 Wealth Advisors, LLC791$249.0K
Sabal Trust CO705$246.0K
Summit Asset Management, LLC706$246.0K
RB Capital Management, LLC699$244.0K
Welch Capital Partners LLC696$243.0K
Greenwood Gearhart Inc693$242.0K
Windsor Group LTD700$240.0K
Accredited Investors Inc.685$239.0K
Fox Run Management, L.L.C.684$239.0K
Pluribus Labs, LLC662$231.0K
Wealth Alliance Advisory Group, LLC662$231.0K
Mechanics Bank Trust Department660$230.0K
S&T Bank650$227.0K

Not filed for Q1 2022 yet (14)

Institutions that held Rockwell Automation, Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden26,900$9.38M
MD Financial Management Inc.4,692$1.64M
Strategic Wealth Management Inc3,792$1.32M
First Midwest Bank Trust Division2,638$920.0K
Markston International LLC2,013$702.0K
PVG Asset Management Corp1,309$456.6K
Innovative Portfolios LLC1,008$352.0K
NEXT Financial Group, Inc979$341.0K
Harbour Investments, Inc.852$297.0K
Mosaic Family Wealth, LLC780$272.0K
Johanson Financial Advisors, Inc.741$258.0K
Carroll Financial Associates, Inc.662$230.0K
Bell Investment Advisors, Inc98$34.0K
Reilly Financial Advisors, LLC41$14.0K