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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Corbett Road Capital Management, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| BT Wealth Management LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Sadoff Investment Management LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Welch Capital Partners LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Southern Capital Advisors, LLC | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Merrion Investment Management Co, LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Pacific Financial Group Inc | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Abbrea Capital, LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| South Street Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Campbell Wealth Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| North Point Portfolio Managers Corp | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −15,698−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |