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
Rosenberg Matthew Hamilton0$00.00%−58−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−58−100.0%Sold out
Richwood Investment Advisors, LLC0$00.00%−54−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−35−100.0%Sold out
Cypress Capital Management LLC (WY)0$00.00%−30−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−20−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−21−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−5−100.0%Sold out
Rinkey Investments0$00.00%−5−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−1−100.0%Sold out
Aquire Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
Andra AP-fonden––––Not filed
MD Financial Management Inc.––––Not filed
Strategic Wealth Management Inc––––Not filed
First Midwest Bank Trust Division––––Not filed
Markston International LLC––––Not filed
PVG Asset Management Corp––––Not filed
Innovative Portfolios LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Harbour Investments, Inc.––––Not filed
Mosaic Family Wealth, LLC––––Not filed
Johanson Financial Advisors, Inc.––––Not filed
Carroll Financial Associates, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Reilly Financial Advisors, LLC––––Not filed