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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 1,500 | $420.0K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $420.0K | 0.19% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,508 | $422.0K | 0.02% | 00.0% | Unchanged |
| Navalign, LLC | 1,648 | $423.0K | 0.18% | −155−8.6% | Reduced |
| Evercore Wealth Management, LLC | 1,512 | $423.0K | 0.01% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 1,517 | $424.0K | 0.08% | −190−11.1% | Reduced |
| Symphony Financial, Ltd. Co. | 1,564 | $424.0K | 0.10% | +565+56.6% | Added |
| Ameritas Investment Partners, Inc. | 1,520 | $426.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 1,526 | $427.0K | 0.04% | −467−23.4% | Reduced |
| Ascent Group, LLC | 1,527 | $428.0K | 0.05% | +225+17.3% | Added |
| Baystate Wealth Management LLC | 1,533 | $429.0K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,532 | $429.1K | 0.40% | +8+0.5% | Added |
| Patron Partners Advisors, LLC | 1,537 | $430.0K | 0.29% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,543 | $432.0K | 0.09% | −643−29.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,553 | $435.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,567 | $439.0K | 0.04% | +49+3.2% | Added |
| North Star Investment Management Corp. | 1,572 | $440.0K | 0.03% | −4,500−74.1% | Reduced |
| Evermay Wealth Management LLC | 1,573 | $440.0K | 0.07% | −42−2.6% | Reduced |
| Symmetry Partners, LLC | 1,590 | $445.0K | 0.03% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,594 | $446.0K | 0.00% | +484+43.6% | Added |
| Valeo Financial Advisors, LLC | 1,591 | $446.0K | 0.02% | +660+70.9% | Added |
| ProVise Management Group, LLC | 1,600 | $448.0K | 0.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,600 | $448.0K | 0.06% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $449.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,645 | $461.0K | 0.04% | −1,997−54.8% | Reduced |
| Cobblestone Capital Advisors LLC | 1,645 | $461.0K | 0.03% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,675 | $469.0K | 0.19% | +7+0.4% | Added |
| Stratos Wealth Advisors, LLC | 1,676 | $470.0K | 0.04% | −67−3.8% | Reduced |
| Fragasso Group Inc. | 1,680 | $470.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,679 | $470.0K | 0.03% | +102+6.5% | Added |
| Wealthcare Advisory Partners LLC | 1,683 | $471.0K | 0.03% | +37+2.2% | Added |
| Chelsea Counsel Co | 1,692 | $474.0K | 0.21% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,643 | $475.0K | 0.25% | 00.0% | Unchanged |
| TCWP LLC | 1,718 | $481.0K | 0.09% | −32−1.8% | Reduced |
| Balentine LLC | 1,716 | $481.0K | 0.02% | +1,086+172.4% | Added |
| Bokf, NA | 1,731 | $485.0K | 0.01% | −39−2.2% | Reduced |
| CWM, LLC | 1,735 | $486.0K | 0.00% | +281+19.3% | Added |
| Beaton Management Co. Inc. | 1,740 | $487.0K | 0.30% | +125+7.7% | Added |
| Capital Investment Advisors, LLC | 1,748 | $489.0K | 0.01% | −2−0.1% | Reduced |
| Chilton Capital Management LLC | 1,748 | $490.0K | 0.03% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,752 | $491.0K | 0.04% | −696−28.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,762 | $493.0K | 0.02% | −299−14.5% | Reduced |
| Prudent Investors Network | 1,761 | $493.0K | 0.23% | 00.0% | Unchanged |
| Mendel Money Management | 1,760 | $493.0K | 0.24% | +1,760 | New |
| Gladius Capital Management LP | 1,799 | $504.0K | 0.17% | +1,799 | New |
| Vestcor Inc | 1,834 | $514.0K | 0.02% | −591−24.4% | Reduced |
| First Community Trust NA | 1,836 | $514.0K | 0.49% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,835 | $514.0K | 0.06% | +823+81.3% | Added |
| HM Payson & Co | 1,850 | $518.0K | 0.01% | −12−0.6% | Reduced |
| IBM Retirement Fund | 1,854 | $519.0K | 0.07% | −81−4.2% | Reduced |
| Empirical Asset Management, LLC | 1,852 | $519.0K | 0.49% | +1,852 | New |
| Addison Capital Co | 1,859 | $521.0K | 0.25% | −75−3.9% | Reduced |
| Formidable Asset Management, LLC | 1,871 | $524.0K | 0.10% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,880 | $526.0K | 0.05% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $527.0K | 0.52% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,893 | $530.0K | 0.02% | +23+1.2% | Added |
| Hancock Whitney Corp | 1,900 | $532.0K | 0.02% | −6,933−78.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,901 | $532.0K | 0.06% | −7−0.4% | Reduced |
| Loveless Wealth Management LLC | 1,900 | $532.0K | 0.30% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,900 | $532.0K | 0.15% | +8+0.4% | Added |
| Choate Investment Advisors | 1,907 | $534.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,046 | $535.0K | 0.02% | +8+0.4% | Added |
| Inscription Capital, LLC | 1,915 | $536.0K | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,918 | $537.0K | 0.02% | −160−7.7% | Reduced |
| Cresset Asset Management, LLC | 1,928 | $539.0K | 0.01% | −2,108−52.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,920 | $540.0K | 0.01% | −138−6.7% | Reduced |
| MTM Investment Management, LLC | 1,943 | $544.0K | 0.26% | −35−1.8% | Reduced |
| Clarius Group, LLC | 1,558 | $544.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,947 | $545.2K | 0.02% | −1,061−35.3% | Reduced |
| Chicago Trust Co NA | 1,950 | $546.0K | 0.12% | −25−1.3% | Reduced |
| Selective Wealth Management, Inc. | 1,972 | $552.0K | 0.20% | −215−9.8% | Reduced |
| Maven Securities LTD | 1,975 | $553.0K | 0.11% | +1,975 | New |
| Veriti Management LLC | 1,979 | $554.0K | 0.07% | +1+0.1% | Added |
| MQS Management LLC | 1,979 | $554.0K | 0.45% | +1,979 | New |
| Access Financial Services, Inc. | 1,988 | $557.0K | 0.26% | +1,988 | New |
| Chatham Capital Group, Inc. | 1,994 | $558.0K | 0.11% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,006 | $562.0K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,010 | $563.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,028 | $568.0K | 0.01% | +282+16.2% | Added |
| Cigna Investments Inc | 2,044 | $572.0K | 0.07% | −601−22.7% | Reduced |
| Moors & Cabot, Inc. | 2,051 | $574.0K | 0.04% | −73−3.4% | Reduced |
| Evoke Wealth, LLC | 2,062 | $577.0K | 0.02% | +7+0.3% | Added |
| Allworth Financial LP | 2,080 | $582.0K | 0.01% | +749+56.3% | Added |
| Avalon Investment & Advisory | 2,086 | $584.0K | 0.01% | +737+54.6% | Added |
| IndexIQ Advisors LLC | 2,091 | $585.0K | 0.02% | +149+7.7% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $588.0K | 0.20% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,106 | $590.0K | 0.02% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,130 | $596.0K | 0.03% | +607+39.9% | Added |
| Panagora Asset Management Inc | 2,166 | $607.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,145 | $610.0K | 0.00% | −3,595−62.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,183 | $611.0K | 0.05% | +371+20.5% | Added |
| Bessemer Group Inc | 2,187 | $613.0K | 0.00% | −742−25.3% | Reduced |
| Corient Capital Partners, LLC | 2,209 | $619.0K | 0.04% | −22−1.0% | Reduced |
| Toroso Investments, LLC | 2,217 | $621.0K | 0.02% | +191+9.4% | Added |
| Monte Financial Group, LLC | 2,232 | $625.0K | 0.33% | +168+8.1% | Added |
| Empirical Finance, LLC | 2,251 | $630.0K | 0.07% | +247+12.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,254 | $631.0K | 0.02% | −10−0.4% | Reduced |
| Washington Trust Bank | 2,273 | $637.0K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 2,294 | $642.0K | 0.00% | +53+2.4% | Added |
| Prudential PLC | 2,293 | $642.0K | 0.01% | +2,293 | New |