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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 775 | $217.0K | 0.04% | +17+2.2% | Added |
| NBT Bank N A | 780 | $218.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 781 | $219.0K | 0.01% | −80−9.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 788 | $221.0K | 0.04% | +788 | New |
| Aigen Investment Management, LP | 793 | $222.0K | 0.04% | −2,354−74.8% | Reduced |
| 1776 Wealth LLC | 798 | $223.0K | 0.13% | −212−21.0% | Reduced |
| Hanson & Doremus Investment Management | 796 | $223.0K | 0.05% | +35+4.6% | Added |
| Prospera Financial Services Inc | 794 | $223.0K | 0.01% | +794 | New |
| Philadelphia Trust Co | 800 | $224.0K | 0.02% | −432−35.1% | Reduced |
| Advance Capital Management, Inc. | 800 | $224.0K | 0.03% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 800 | $224.0K | 0.34% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $224.0K | 0.10% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $224.0K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 800 | $224.0K | 0.03% | +30+3.9% | Added |
| TFC Financial Management | 799 | $224.0K | 0.06% | +113+16.5% | Added |
| Valley National Advisers Inc | 802 | $224.0K | 0.04% | +403+101.0% | Added |
| Foster Group, Inc. | 805 | $225.0K | 0.02% | −2−0.2% | Reduced |
| Central Trust Co | 802 | $225.0K | 0.01% | +74+10.2% | Added |
| Verition Fund Management LLC | 803 | $225.0K | 0.00% | +803 | New |
| Connecticut Wealth Management, LLC | 811 | $227.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 826 | $231.0K | 0.02% | +11+1.3% | Added |
| Jones Financial Companies LLLP | 831 | $233.0K | 0.00% | −217−20.7% | Reduced |
| Ironwood Investment Counsel, LLC | 834 | $233.0K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 668 | $233.0K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 837 | $234.0K | 0.09% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 841 | $235.0K | 0.01% | −814−49.2% | Reduced |
| Dynamic Advisor Solutions LLC | 840 | $235.0K | 0.02% | −59−6.6% | Reduced |
| Merriman Wealth Management, LLC | 843 | $236.0K | 0.02% | +41+5.1% | Added |
| Howland Capital Management LLC | 850 | $238.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 851 | $238.0K | 0.12% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 850 | $238.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 851 | $238.0K | 0.05% | +70+9.0% | Added |
| Cornerstone Wealth Group, LLC | 854 | $239.0K | 0.04% | −4,698−84.6% | Reduced |
| Paragon Private Wealth Management, LLC | 1,120 | $241.0K | 0.24% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 867 | $243.0K | 0.09% | −1−0.1% | Reduced |
| Aaron Wealth Advisors | 68,327 | $244.0K | 0.00% | +68,327 | New |
| Andesa Financial Management Inc. | 879 | $245.0K | 0.13% | −242−21.6% | Reduced |
| Sawtooth Solutions, LLC | 877 | $246.0K | 0.03% | −1,151−56.8% | Reduced |
| Citizens & Northern Corp | 880 | $246.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 881 | $246.0K | 0.07% | +1+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 887 | $248.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 891 | $249.5K | 0.00% | −2,427−73.1% | Reduced |
| Private Management Group Inc | 891 | $250.0K | 0.01% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 895 | $251.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 900 | $252.0K | 0.07% | −100−10.0% | Reduced |
| Trust Co of Vermont | 912 | $255.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 916 | $257.0K | 0.01% | −3−0.3% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $257.0K | 0.11% | 00.0% | Unchanged |
| ERn Financial, LLC | 921 | $258.0K | 0.06% | −902−49.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 925 | $259.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 926 | $259.0K | 0.08% | +19+2.1% | Added |
| Wealthsource Partners, LLC | 925 | $259.0K | 0.02% | +925 | New |
| KLCM Advisors, Inc. | 927 | $260.0K | 0.06% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 930 | $260.0K | 0.18% | +4+0.4% | Added |
| Bahl & Gaynor Inc | 932 | $261.0K | 0.00% | +87+10.3% | Added |
| Sentry Investment Management LLC | 936 | $262.0K | 0.08% | −2,907−75.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 934 | $262.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 948 | $265.0K | 0.01% | −63−6.2% | Reduced |
| Smart Money Group LLC | 946 | $265.0K | 0.18% | −16−1.7% | Reduced |
| Bowman & Co S.C. | 946 | $265.0K | 0.20% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 947 | $265.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 946 | $265.0K | 0.03% | +45+5.0% | Added |
| Level Four Advisory Services, LLC | 947 | $265.0K | 0.02% | +947 | New |
| Marshall & Sullivan Inc | 950 | $266.0K | 0.15% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $266.0K | 0.05% | +950 | New |
| Keene & Associates, Inc. | 955 | $267.0K | 0.22% | −444−31.7% | Reduced |
| FinTrust Capital Advisors, LLC | 953 | $267.0K | 0.06% | +1+0.1% | Added |
| Stanley-Laman Group, Ltd. | 953 | $267.0K | 0.04% | +953 | New |
| FourThought Financial, LLC | 958 | $268.0K | 0.03% | −120−11.1% | Reduced |
| Lakeview Capital Partners, LLC | 972 | $272.0K | 0.14% | 00.0% | Unchanged |
| Solstein Capital, LLC | 976 | $273.0K | 0.18% | −1,179−54.7% | Reduced |
| Summit Trail Advisors, LLC | 976 | $273.0K | 0.02% | +976 | New |
| Quadrant Private Wealth Management, LLC | 978 | $274.0K | 0.10% | −27−2.7% | Reduced |
| Madden Securities Corp | 980 | $274.0K | 0.12% | +980 | New |
| Pettyjohn, Wood & White, Inc | 982 | $275.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $276.0K | 0.13% | −375−27.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,000 | $280.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $280.0K | 0.09% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $280.0K | 0.17% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $280.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $280.0K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $282.0K | 0.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,007 | $282.0K | 0.05% | +1,007 | New |
| Alpha Paradigm Partners, LLC | 1,011 | $283.0K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,010 | $283.0K | 0.01% | +26+2.6% | Added |
| Parsons Capital Management Inc | 1,014 | $284.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,021 | $285.8K | 0.13% | 00.0% | Unchanged |
| Exane Derivatives | 1,023 | $286.5K | 0.08% | +91+9.8% | Added |
| Rockbridge Investment Management, LCC | 1,008 | $286.8K | 0.04% | −50−4.7% | Reduced |
| Horizon Investments, LLC | 1,029 | $287.0K | 0.01% | +120+13.2% | Added |
| Capital Asset Advisory Services LLC | 1,032 | $289.0K | 0.03% | −1,256−54.9% | Reduced |
| Vista Finance, LLC | 1,033 | $289.0K | 0.43% | −116−10.1% | Reduced |
| Keel Point, LLC | 1,030 | $289.0K | 0.04% | −23−2.2% | Reduced |
| Pitcairn Co | 1,032 | $289.0K | 0.03% | −1−0.1% | Reduced |
| Rehmann Capital Advisory Group | 1,034 | $289.6K | 0.03% | −92−8.2% | Reduced |
| FineMark National Bank & Trust | 1,040 | $291.0K | 0.01% | +58+5.9% | Added |
| Centric Wealth Management | 1,045 | $293.0K | 0.09% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,046 | $293.0K | 0.19% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,050 | $294.0K | 0.05% | −59−5.3% | Reduced |
| Nwam LLC | 1,048 | $294.0K | 0.02% | +435+71.0% | Added |