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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 294,828 | $82.6M | 0.02% | −73,072−19.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 296,034 | $82.9M | 0.13% | +30,148+11.3% | Added |
| Envestnet Asset Management Inc | 296,955 | $83.2M | 0.04% | −46,973−13.7% | Reduced |
| Saturna Capital CORP | 300,000 | $84.0M | 1.69% | 00.0% | Unchanged |
| Blair William & Co | 309,793 | $86.8M | 0.30% | −11,790−3.7% | Reduced |
| First Trust Advisors LP | 313,846 | $87.9M | 0.09% | +88,465+39.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 314,320 | $88.0M | 0.53% | +23,688+8.2% | Added |
| Deutsche Bank AG | 324,141 | $90.8M | 0.04% | +5,689+1.8% | Added |
| DekaBank Deutsche Girozentrale | 326,811 | $92.0M | 0.23% | +40,302+14.1% | Added |
| Alleghany Corp | 335,299 | $93.9M | 2.96% | +18,400+5.8% | Added |
| Eaton Vance Management | 380,632 | $106.6M | 0.12% | +108,985+40.1% | Added |
| APG Asset Management N.V. | 446,281 | $112.3M | 0.21% | −59,005−11.7% | Reduced |
| Ceredex Value Advisors LLC | 429,424 | $120.3M | 1.45% | +429,424 | New |
| Nuveen Asset Management, LLC | 453,820 | $123.9M | 0.04% | −19,425−4.1% | Reduced |
| Parametric Portfolio Associates LLC | 460,069 | $128.8M | 0.07% | +36,749+8.7% | Added |
| Price T Rowe Associates Inc | 485,730 | $136.0M | 0.01% | −565,312−53.8% | Reduced |
| Swiss National Bank | 502,405 | $140.7M | 0.08% | +61,400+13.9% | Added |
| Wells Fargo & Company | 509,331 | $142.6M | 0.04% | −46,810−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 536,889 | $150.3M | 0.32% | −37,030−6.5% | Reduced |
| King Luther Capital Management Corp | 545,799 | $152.8M | 0.75% | +12,462+2.3% | Added |
| Charles Schwab Investment Management Inc | 569,886 | $159.6M | 0.05% | +17,656+3.2% | Added |
| Swedbank AB | 579,402 | $162.2M | 0.30% | +150,000+34.9% | Added |
| Harding Loevner LP | 886,866 | $180.2M | 0.99% | +886,811+1,612,383.6% | Added |
| Dimensional Fund Advisors LP | 684,709 | $191.7M | 0.06% | −1,377−0.2% | Reduced |
| Impax Asset Management Group plc | 732,377 | $205.1M | 0.85% | +35,735+5.1% | Added |
| UBS Asset Management Americas Inc | 733,815 | $205.5M | 0.09% | +26,380+3.7% | Added |
| Franklin Resources Inc | 749,412 | $209.9M | 0.08% | −16,992−2.2% | Reduced |
| FMR LLC | 788,580 | $220.8M | 0.02% | −7,303−0.9% | Reduced |
| Ninety One UK Ltd | 860,465 | $241.0M | 0.61% | +368,508+74.9% | Added |
| Champlain Investment Partners, LLC | 866,825 | $242.7M | 1.26% | +186,239+27.4% | Added |
| Invesco Ltd. | 953,842 | $267.1M | 0.07% | −2,595−0.3% | Reduced |
| Legal & General Group Plc | 983,628 | $275.4M | 0.08% | +52,343+5.6% | Added |
| Goldman Sachs Group Inc | 1,055,409 | $295.5M | 0.07% | −93,933−8.2% | Reduced |
| Amundi | 1,141,451 | $309.9M | 0.21% | −288,691−20.2% | Reduced |
| American Century Companies Inc | 1,127,305 | $315.7M | 0.22% | −114,816−9.2% | Reduced |
| Lazard Asset Management LLC | 1,144,203 | $320.4M | 0.37% | −10,558−0.9% | Reduced |
| Norges Bank | 1,251,681 | $350.5M | 0.08% | +141,643+12.8% | Added |
| Janus Henderson Group PLC | 1,287,434 | $360.5M | 0.17% | −91,040−6.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,300,379 | $364.1M | 0.24% | −48,658−3.6% | Reduced |
| Northern Trust Corp | 1,334,660 | $373.7M | 0.07% | −75,101−5.3% | Reduced |
| Alliancebernstein L.P. | 1,367,791 | $383.0M | 0.15% | −93,462−6.4% | Reduced |
| Bank of New York Mellon Corp | 1,369,647 | $383.5M | 0.07% | +17,841+1.3% | Added |
| Morgan Stanley | 1,489,614 | $417.1M | 0.06% | +422,251+39.6% | Added |
| Bank of America Corp | 2,007,537 | $562.2M | 0.06% | −158,694−7.3% | Reduced |
| JPMorgan Chase & Co | 2,076,100 | $581.4M | 0.08% | −389,538−15.8% | Reduced |
| Geode Capital Management, LLC | 2,218,832 | $619.8M | 0.08% | +10,980+0.5% | Added |
| UBS Group AG | 2,315,556 | $648.4M | 0.28% | −137,714−5.6% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 2,753,265 | $771.0M | 3.76% | 00.0% | Unchanged |
| Capital World Investors | 4,715,233 | $1.32B | 0.23% | −177,617−3.6% | Reduced |
| State Street Corp | 4,738,967 | $1.33B | 0.07% | −107,261−2.2% | Reduced |
| BlackRock Inc. | 9,227,972 | $2.58B | 0.07% | +261,227+2.9% | Added |
| Vanguard Group Inc | 11,472,877 | $3.21B | 0.08% | +106,641+0.9% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −238,478−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −153,699−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −133,184−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −104,330−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −56,784−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −56,045−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −41,623−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −38,468−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −38,420−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,490−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −25,056−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −24,164−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −20,504−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −13,524−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −11,505−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −8,532−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |