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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 155 | $43.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 155 | $43.0K | 0.01% | +1+0.6% | Added |
| Anchor Investment Management, LLC | 170 | $47.6K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $48.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 170 | $48.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 176 | $49.0K | 0.02% | −8−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 176 | $49.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 177 | $50.0K | 0.01% | −15−7.8% | Reduced |
| Motco | 182 | $51.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 187 | $52.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $52.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 189 | $53.0K | 0.02% | +1+0.5% | Added |
| Monetary Management Group Inc | 195 | $55.0K | 0.01% | +100+105.3% | Added |
| Asset Dedication, LLC | 201 | $56.0K | 0.01% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $56.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $56.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 211 | $59.0K | 0.04% | +112+113.1% | Added |
| Hazlett, Burt & Watson, Inc. | 211 | $59.0K | 0.05% | +211 | New |
| West Branch Capital LLC | 213 | $60.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 220 | $62.0K | 0.01% | +40+22.2% | Added |
| Beacon Capital Management, LLC | 229 | $64.0K | 0.02% | +229 | New |
| Whittier Trust Co of Nevada Inc | 233 | $65.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 231 | $65.0K | 0.00% | +10+4.5% | Added |
| Logan Capital Management Inc | 234 | $66.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 239 | $67.0K | 0.01% | −19−7.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $68.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 244 | $68.0K | 0.02% | −1−0.4% | Reduced |
| Lowe Wealth Advisors, LLC | 248 | $69.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 247 | $69.0K | 0.00% | +247 | New |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $72.0K | 0.00% | −2,949−92.0% | Reduced |
| Versant Capital Management, Inc | 264 | $74.0K | 0.02% | −3−1.1% | Reduced |
| AGF Investments LLC | 284 | $80.0K | 0.01% | +1+0.4% | Added |
| Oakworth Capital, Inc. | 300 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 300 | $84.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 299 | $84.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 310 | $87.0K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $89.0K | 0.01% | −14−4.2% | Reduced |
| Northern Oak Wealth Management Inc | 320 | $90.0K | 0.01% | −8−2.4% | Reduced |
| Clearstead Advisors, LLC | 323 | $90.0K | 0.01% | +68+26.7% | Added |
| Hoese & Co LLP | 324 | $91.0K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 343 | $95.0K | 0.06% | +12+3.6% | Added |
| American National Bank | 349 | $98.0K | 0.02% | −4,110−92.2% | Reduced |
| Kings Point Capital Management | 350 | $98.0K | 0.01% | −19−5.1% | Reduced |
| Concord Wealth Partners | 356 | $100.0K | 0.03% | +8+2.3% | Added |
| First Command Bank | 361 | $101.0K | 0.01% | −263−42.1% | Reduced |
| Lindbrook Capital, LLC | 360 | $101.0K | 0.02% | −41−10.2% | Reduced |
| First Command Financial Services, Inc. | 361 | $101.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 364 | $101.9K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 366 | $102.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 370 | $104.0K | 0.01% | −68−15.5% | Reduced |
| High Net Worth Advisory Group LLC | 377 | $106.0K | 0.04% | +164+77.0% | Added |
| Strategic Asset Management, LLC | 394 | $110.0K | 0.16% | +10+2.6% | Added |
| Altshuler Shaham Ltd | 415 | $116.0K | 0.00% | −114−21.6% | Reduced |
| Newfound Research LLC | 415 | $116.0K | 0.15% | +38+10.1% | Added |
| Private Ocean, LLC | 420 | $118.0K | 0.01% | −10−2.3% | Reduced |
| CVA Family Office, LLC | 460 | $129.0K | 0.03% | +130+39.4% | Added |
| Federated Hermes, Inc. | 475 | $133.0K | 0.00% | −612−56.3% | Reduced |
| AlphaMark Advisors, LLC | 481 | $135.0K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 487 | $136.0K | 0.05% | +362+289.6% | Added |
| DuPont Capital Management Corp | 492 | $138.0K | 0.01% | −4,298−89.7% | Reduced |
| Hoertkorn Richard Charles | 500 | $140.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $144.0K | 0.02% | +516 | New |
| Accel Wealth Management | 508 | $145.0K | 0.07% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 536 | $150.0K | 0.11% | +1+0.2% | Added |
| Penserra Capital Management LLC | 552 | $154.0K | 0.00% | +33+6.4% | Added |
| Washington Trust Advisors, Inc. | 550 | $154.0K | 0.01% | +536+3,828.6% | Added |
| JFS Wealth Advisors, LLC | 553 | $155.0K | 0.01% | +21+3.9% | Added |
| Acadian Asset Management LLC | 563 | $157.0K | 0.00% | −11,327−95.3% | Reduced |
| Spire Wealth Management | 589 | $165.0K | 0.00% | −32,726−98.2% | Reduced |
| PEAK6 Investments LLC | 605 | $170.0K | 0.01% | +605 | New |
| Quadrant Capital Group LLC | 629 | $176.0K | 0.02% | −114−15.3% | Reduced |
| MCF Advisors LLC | 627 | $176.0K | 0.02% | +627 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $178.0K | 0.02% | +553+666.3% | Added |
| Tradition Wealth Management, LLC | 678 | $190.0K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 695 | $195.0K | 0.18% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $196.0K | 0.08% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,120 | $199.0K | 0.02% | −276−19.8% | Reduced |
| Main Street Financial Solutions, LLC | 715 | $200.0K | 0.03% | +715 | New |
| Rafferty Asset Management, LLC | 716 | $201.0K | 0.00% | −458−39.0% | Reduced |
| Brookstone Capital Management | 756 | $201.0K | 0.00% | −12−1.6% | Reduced |
| Hills Bank & Trust Co | 717 | $201.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 720 | $202.0K | 0.13% | 00.0% | Unchanged |
| Bell Bank | 727 | $204.0K | 0.02% | +3+0.4% | Added |
| International Assets Investment Management, LLC | 731 | $205.0K | 0.04% | −83−10.2% | Reduced |
| Leonteq Securities AG | 735 | $205.8K | 0.01% | +113+18.2% | Added |
| West Family Investments, Inc. | 738 | $207.0K | 0.06% | −85−10.3% | Reduced |
| Hoylecohen, LLC | 740 | $207.0K | 0.02% | −25−3.3% | Reduced |
| TrinityPoint Wealth, LLC | 741 | $208.0K | 0.04% | +20+2.8% | Added |
| Zimmermann Investment Management & Planning LLC | 745 | $209.0K | 0.12% | +3+0.4% | Added |
| Enterprise Bank & Trust Co | 749 | $210.0K | 0.08% | −676−47.4% | Reduced |
| Headinvest, LLC | 750 | $210.0K | 0.04% | −50−6.3% | Reduced |
| Maple Capital Management, Inc. | 750 | $210.0K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 750 | $210.0K | 0.11% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $211.0K | 0.12% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 753 | $211.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 758 | $212.0K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 760 | $213.0K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 760 | $213.0K | 0.04% | +94+14.1% | Added |
| Paragon Capital Management Ltd | 771 | $216.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 776 | $217.0K | 0.03% | −207−21.1% | Reduced |