Skip to main content

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, Q1 2022

Institutional positions in Rockwell Automation, Inc as of Mar 31, 2022. 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
1,052
−70 vs. Q4 2021
Shares held
92.1M
+537.2K (+0.6%) vs. Q4 2021
Total value
$25.6B
−$6.19B (−19.5%) vs. Q4 2021
New holders
89
346 more added
Sold out
159
392 more reduced

14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,052 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 heldQ1 2022: $25.6B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2021.

Institutions holding ROK in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SEI Investments Co57,480$16.2M0.03%+5,386+10.3%Added
Macquarie Group Ltd58,402$16.4M0.01%−3,087−5.0%Reduced
Daiwa Securities Group Inc.59,732$16.7M0.10%−7,503−11.2%Reduced
Storebrand Asset Management AS60,900$17.1M0.08%−593−1.0%Reduced
Public Employees Retirement System of Ohio60,921$17.1M0.06%−2,459−3.9%Reduced
Credit Agricole S A61,047$17.1M0.53%−1,075−1.7%Reduced
Pictet Asset Management SA61,502$17.2M0.02%+2,535+4.3%Added
Somerville Kurt F61,953$17.3M2.79%−5,466−8.1%Reduced
Man Group plc63,165$17.7M0.06%+10,847+20.7%Added
Williams Jones Wealth Management, LLC.63,853$17.9M0.25%−95−0.1%Reduced
Toronto Dominion Bank64,933$18.2M0.03%−2,980−4.4%Reduced
Mariner, LLC64,930$18.2M0.07%+2,128+3.4%Added
Trillium Asset Management, LLC65,494$18.3M0.49%−9,958−13.2%Reduced
Mitsubishi UFJ Trust & Banking Corp66,151$18.5M0.04%−2,219−3.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)66,498$18.6M0.09%+4,625+7.5%Added
State of New Jersey Common Pension Fund D66,519$18.6M0.06%00.0%Unchanged
Russell Investments Group, Ltd.68,949$19.3M0.03%+15,176+28.2%Added
Allianz Asset Management GmbH69,608$19.5M0.02%+404+0.6%Added
Chevy Chase Trust Holdings, Inc.70,437$19.7M0.07%+247+0.4%Added
Confluence Investment Management LLC70,817$19.8M0.28%+699+1.0%Added
Schroder Investment Management Group70,822$19.9M0.03%−18,104−20.4%Reduced
Smith Group Asset Management, LLC71,658$20.0M1.06%−1,968−2.7%Reduced
BNP Paribas Arbitrage, SA73,967$20.7M0.04%−18,158−19.7%Reduced
Carnegie Capital Asset Management, LLC76,052$21.3M0.78%−8,992−10.6%Reduced
Tocqueville Asset Management L.P.76,405$21.4M0.32%+7,140+10.3%Added
Baird Financial Group, Inc.78,678$22.0M0.05%+5,287+7.2%Added
Northwest & Ethical Investments L.P.79,512$22.3M0.71%+7,103+9.8%Added
PGGM Investments65,168$22.7M0.11%00.0%Unchanged
Manufacturers Life Insurance Company, The81,764$22.9M0.02%−11,816−12.6%Reduced
Boston Family Office LLC82,004$23.0M1.63%−194−0.2%Reduced
Mn Services Vermogensbeheer B.V.82,802$23.2M0.15%−5,900−6.7%Reduced
Massachusetts Financial Services Co83,197$23.3M0.01%+31,561+61.1%Added
Allspring Global Investments Holdings, LLC84,207$23.6M0.03%+61,394+269.1%Added
State of Wisconsin Investment Board84,542$23.7M0.05%−11,624−12.1%Reduced
Caisse de Depot Et Placement du Quebec84,903$23.8M0.06%−75,600−47.1%Reduced
LPL Financial LLC85,882$24.1M0.02%−1,726−2.0%Reduced
Davis R M Inc85,892$24.1M0.57%+353+0.4%Added
US Bancorp87,955$24.6M0.04%+6,207+7.6%Added
Granite Investment Partners, LLC89,958$25.2M0.85%−12,213−12.0%Reduced
Squarepoint Ops LLC90,352$25.3M0.19%+39,261+76.8%Added
AXA S.A.90,612$25.4M0.07%−20,071−18.1%Reduced
Hemenway Trust Co LLC92,006$25.8M2.48%+2,824+3.2%Added
London & Capital Asset Management Ltd93,609$26.2M1.94%+93,609New
ExodusPoint Capital Management, LP93,627$26.2M0.38%+93,627New
Vident Investment Advisory, LLC95,485$26.7M0.70%+3,139+3.4%Added
Prudential Financial Inc98,927$27.7M0.04%−1,138−1.1%Reduced
The PNC Financial Services Group, Inc.103,995$29.1M0.03%−4,512−4.2%Reduced
Commonwealth Equity Services, LLC104,778$29.3M0.07%+5,531+5.6%Added
Citigroup Inc106,771$29.9M0.03%−13,493−11.2%Reduced
Voya Investment Management LLC110,426$30.9M0.06%−1,302−1.2%Reduced
Stifel Financial Corp113,900$31.9M0.04%−11,606−9.2%Reduced
Citadel Advisors LLC114,328$32.0M0.04%+88,183+337.3%Added
KBC Group NV115,817$32.4M0.13%+18,770+19.3%Added
Montrusco Bolton Investments Inc.117,028$32.8M0.76%+30,108+34.6%Added
AQR Capital Management LLC122,145$34.2M0.06%−107,623−46.8%Reduced
Bowen Hanes & Co Inc124,095$34.8M1.04%+120,945+3,839.5%Added
Robeco Schweiz AG125,000$35.0M0.49%−25,000−16.7%Reduced
New York State Teachers Retirement System126,245$35.4M0.07%+140.0%Added
Great West Life Assurance Co120,003$35.4M0.07%−5,511−4.4%Reduced
HSBC Holdings PLC128,142$35.9M0.05%−9,863−7.1%Reduced
DnB Asset Management AS129,104$36.2M0.21%−11,597−8.2%Reduced
Gamco Investors, Inc. Et Al131,531$36.8M0.33%−1,577−1.2%Reduced
Neuberger Berman Group LLC137,440$38.5M0.03%−6,835−4.7%Reduced
Stephens Investment Management Group LLC140,502$39.3M0.58%+2,676+1.9%Added
Gabelli Funds LLC142,900$40.0M0.26%−2,900−2.0%Reduced
Principal Financial Group Inc143,819$40.3M0.03%−2,955−2.0%Reduced
Victory Capital Management Inc164,914$41.7M0.04%−11,879−6.7%Reduced
State Board of Administration of Florida Retirement System149,798$41.9M0.08%−650−0.4%Reduced
New York State Common Retirement Fund152,361$42.7M0.05%−700−0.5%Reduced
Markel Group Inc.SuperinvestorMarkel Group152,900$42.8M0.51%+2,000+1.3%Added
National Pension Service154,073$43.1M0.08%−41,530−21.2%Reduced
Adage Capital Partners GP, L.L.C.155,681$43.6M0.08%+146,903+1,673.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.159,423$44.6M0.18%+5,303+3.4%Added
Fisher Asset Management, LLC163,802$45.9M0.03%+8,852+5.7%Added
Mackenzie Financial Corp165,068$46.2M0.06%+152,154+1,178.2%Added
Waters Parkerson & Co., LLC165,748$46.4M2.59%+6,290+3.9%Added
Eagle Asset Management Inc173,141$48.5M0.25%−97,549−36.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.183,849$51.5M0.18%+38,071+26.1%Added
Raymond James & Associates184,734$51.7M0.04%−35,918−16.3%Reduced
California State Teachers Retirement System193,129$54.1M0.07%−11,839−5.8%Reduced
Barclays PLC194,804$54.5M0.04%+40,502+26.2%Added
Reynders McVeigh Capital Management, LLC196,775$55.1M3.37%+3,523+1.8%Added
Rhumbline Advisers200,064$56.0M0.07%−3,315−1.6%Reduced
Atalanta Sosnoff Capital, LLC202,534$56.7M1.33%−2,778−1.4%Reduced
Quilter Plc216,942$60.8M1.65%+10,273+5.0%Added
Ardevora Asset Management LLP220,103$61.6M0.80%−9,365−4.1%Reduced
Marshall Wace, LLP223,514$62.6M0.13%+35,501+18.9%Added
Nordea Investment Management AB221,881$62.6M0.08%+8,596+4.0%Added
Mairs & Power Inc234,328$65.6M0.66%+85,255+57.2%Added
Bank of Montreal234,480$65.9M0.04%−86,320−26.9%Reduced
California Public Employees Retirement System239,689$67.1M0.05%−11,986−4.8%Reduced
Public Employees Retirement Association of Colorado258,843$72.5M0.33%−7,965−3.0%Reduced
Huntington National Bank262,993$73.6M0.68%+11,898+4.7%Added
Agf Investments Inc.263,495$73.8M0.55%+116,928+79.8%Added
Fort Pitt Capital Group, LLC263,918$73.9M2.75%+3,828+1.5%Added
Ameriprise Financial Inc291,305$74.5M0.02%−59,710−17.0%Reduced
Credit Suisse AG268,487$75.2M0.06%+9,094+3.5%Added
Westfield Capital Management Co LP277,464$77.7M0.50%+39,784+16.7%Added
Primecap Management Co277,890$77.8M0.06%−2,330−0.8%Reduced
Candriam Luxembourg S.C.A.286,042$80.1M0.55%+35,484+14.2%Added