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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 1,057 | $296.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,057 | $296.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,062 | $298.0K | 0.02% | −396−27.2% | Reduced |
| Capital Investment Advisory Services, LLC | 1,067 | $299.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,072 | $300.0K | 0.00% | −266−19.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $300.0K | 0.01% | +335+31.4% | Added |
| EP Wealth Advisors, LLC | 1,076 | $301.0K | 0.01% | −603−35.9% | Reduced |
| Verus Capital Partners, LLC | 1,320 | $301.0K | 0.05% | +1,320 | New |
| Founders Financial Securities LLC | 1,080 | $302.0K | 0.05% | +80+8.0% | Added |
| Strengthening Families & Communities, LLC | 1,078 | $302.0K | 0.19% | +159+17.3% | Added |
| Amica Retiree Medical Trust | 1,077 | $302.0K | 0.28% | +1,077 | New |
| Accurate Wealth Management, LLC | 1,083 | $303.0K | 0.14% | +170+18.6% | Added |
| Parallel Advisors, LLC | 1,083 | $304.0K | 0.01% | −154−12.4% | Reduced |
| Smithfield Trust Co | 1,107 | $308.0K | 0.02% | −401−26.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,100 | $308.0K | 0.01% | +617+127.7% | Added |
| Milestone Advisory Partners | 1,100 | $308.0K | 0.17% | +1,100 | New |
| Central Bank & Trust Co | 1,108 | $310.0K | 0.05% | +1,108 | New |
| Modera Wealth Management, LLC | 1,111 | $311.0K | 0.01% | −990−47.1% | Reduced |
| Associated Banc-Corp | 1,116 | $312.0K | 0.01% | −40−3.5% | Reduced |
| Ballentine Partners, LLC | 1,114 | $312.0K | 0.01% | −34−3.0% | Reduced |
| United Bank | 1,115 | $312.0K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,123 | $314.0K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $314.0K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,127 | $315.0K | 0.02% | −125−10.0% | Reduced |
| West Bancorporation Inc | 1,133 | $317.0K | 0.20% | −248−18.0% | Reduced |
| Linscomb & Williams, Inc. | 1,131 | $317.0K | 0.02% | −58−4.9% | Reduced |
| Brown Brothers Harriman & Co | 1,133 | $317.0K | 0.00% | +698+160.5% | Added |
| Bradley Foster & Sargent Inc | 1,137 | $318.0K | 0.01% | +1,137 | New |
| Verity Asset Management, Inc. | 1,141 | $320.0K | 0.20% | −218−16.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,155 | $323.0K | 0.02% | −25−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 1,170 | $328.0K | 0.00% | +336+40.3% | Added |
| Capital City Trust Co | 1,175 | $329.0K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,182 | $331.0K | 0.07% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,184 | $331.5K | 0.12% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,190 | $333.0K | 0.01% | +1+0.1% | Added |
| Great Lakes Advisors, LLC | 1,193 | $334.0K | 0.01% | −11−0.9% | Reduced |
| Lido Advisors, LLC | 1,197 | $335.0K | 0.01% | −2,365−66.4% | Reduced |
| Hilltop Holdings Inc. | 1,196 | $335.0K | 0.04% | −65−5.2% | Reduced |
| Merit Financial Group, LLC | 1,196 | $335.0K | 0.02% | +103+9.4% | Added |
| Claraphi Advisory Network, LLC | 1,201 | $336.0K | 0.10% | −9−0.7% | Reduced |
| Quantamental Technologies LLC | 1,209 | $339.0K | 0.20% | −3,466−74.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,211 | $339.0K | 0.14% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $340.0K | 0.10% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,215 | $340.0K | 0.03% | +23+1.9% | Added |
| Coldstream Capital Management Inc | 1,219 | $341.0K | 0.01% | −283−18.8% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $342.0K | 0.31% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,230 | $344.0K | 0.02% | −150−10.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,230 | $344.0K | 0.04% | +80+7.0% | Added |
| Ritholtz Wealth Management | 1,231 | $345.0K | 0.02% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,236 | $346.0K | 0.15% | −3−0.2% | Reduced |
| Focus Financial Network, Inc. | 1,239 | $346.9K | 0.02% | +1,239 | New |
| Mutual Advisors, LLC | 1,240 | $347.0K | 0.02% | −392−24.0% | Reduced |
| Nations Financial Group Inc, | 1,242 | $348.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $350.0K | 0.16% | 00.0% | Unchanged |
| Hyman Charles D | 1,254 | $351.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,268 | $355.0K | 0.02% | +61+5.1% | Added |
| HBK Sorce Advisory LLC | 1,271 | $356.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 1,270 | $356.0K | 0.01% | +1,270 | New |
| Simmons Bank | 1,283 | $359.0K | 0.03% | +328+34.3% | Added |
| Change Path, LLC | 1,289 | $361.0K | 0.02% | −708−35.5% | Reduced |
| Assenagon Asset Management S.A. | 1,288 | $361.0K | 0.00% | −74−5.4% | Reduced |
| Valley Brook Capital Group | 1,300 | $364.0K | 0.31% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,309 | $366.0K | 0.09% | +350+36.5% | Added |
| Conning Inc. | 1,310 | $367.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,309 | $367.0K | 0.09% | +134+11.4% | Added |
| South State Corp. | 1,315 | $368.0K | 0.03% | +1,200+1,043.5% | Added |
| Sicart Associates LLC | 1,320 | $370.0K | 0.10% | −555−29.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,330 | $372.0K | 0.91% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,474 | $372.0K | 0.03% | −103−6.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,474 | $372.0K | 0.03% | +1,474 | New |
| Kingsview Wealth Management, LLC | 1,333 | $373.3K | 0.02% | +212+18.9% | Added |
| Boston Private Wealth LLC | 1,334 | $374.0K | 0.01% | +15+1.1% | Added |
| Evergreen Capital Management LLC | 1,337 | $374.0K | 0.02% | +116+9.5% | Added |
| Tokio Marine Asset Management Co Ltd | 1,335 | $374.0K | 0.03% | +168+14.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,339 | $375.0K | 0.07% | −659−33.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,341 | $376.0K | 0.01% | +1,341 | New |
| WR Wealth Planners, LLC | 1,351 | $378.3K | 0.23% | +1,351 | New |
| B. Riley Wealth Management, Inc. | 1,353 | $379.0K | 0.03% | +110+8.8% | Added |
| Vista Wealth Management Group, LLC | 1,362 | $381.0K | 0.06% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,365 | $382.0K | 0.20% | −53−3.7% | Reduced |
| Bailard, Inc. | 1,365 | $382.0K | 0.01% | +63+4.8% | Added |
| XTX Topco Ltd | 1,365 | $382.0K | 0.17% | +1,365 | New |
| Wahed Invest LLC | 1,366 | $383.0K | 0.23% | −20−1.4% | Reduced |
| Profund Advisors LLC | 1,375 | $385.0K | 0.02% | −277−16.8% | Reduced |
| 9258 Wealth Management, LLC | 1,375 | $385.0K | 0.09% | −46−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,380 | $386.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $388.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $391.0K | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,400 | $392.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $392.0K | 0.27% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,412 | $395.0K | 0.02% | +476+50.9% | Added |
| AIA Group Ltd | 1,419 | $397.0K | 0.02% | +413+41.1% | Added |
| Castleark Management LLC | 1,420 | $398.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,426 | $399.0K | 0.22% | −103−6.7% | Reduced |
| Freestone Capital Holdings, LLC | 1,427 | $400.0K | 0.02% | −81−5.4% | Reduced |
| Wintrust Investments LLC | 1,430 | $400.0K | 0.04% | +2+0.1% | Added |
| United Capital Financial Advisers, LLC | 1,446 | $405.0K | 0.00% | +42+3.0% | Added |
| Hunter Associates Investment Management LLC | 1,450 | $406.0K | 0.13% | −150−9.4% | Reduced |
| Kowal Investment Group, LLC | 1,476 | $413.0K | 0.13% | +20+1.4% | Added |
| Bluestein R H & Co | 1,500 | $420.0K | 0.02% | −500−25.0% | Reduced |