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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 2,299 | $644.0K | 0.01% | +1,206+110.3% | Added |
| Claret Asset Management Corp | 2,312 | $647.0K | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 2,322 | $650.0K | 0.06% | −81−3.4% | Reduced |
| National Asset Management, Inc. | 2,330 | $653.0K | 0.02% | −778−25.0% | Reduced |
| Edge Capital Group, LLC | 2,370 | $664.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,375 | $665.1K | 0.25% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,380 | $666.0K | 0.36% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,381 | $666.0K | 0.15% | +337+16.5% | Added |
| Meeder Asset Management Inc | 2,407 | $674.0K | 0.03% | +2,407 | New |
| Stiles Financial Services Inc | 2,412 | $675.0K | 0.34% | +7+0.3% | Added |
| Greenleaf Trust | 2,414 | $676.0K | 0.01% | +39+1.6% | Added |
| TD Private Client Wealth LLC | 2,426 | $679.4K | 0.03% | −164−6.3% | Reduced |
| Baldwin Investment Management, LLC | 2,440 | $683.0K | 0.19% | +295+13.8% | Added |
| Marietta Investment Partners LLC | 2,456 | $688.0K | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,493 | $698.0K | 0.26% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,501 | $700.0K | 0.03% | −234−8.6% | Reduced |
| Financial Management Network Inc | 2,501 | $703.0K | 0.36% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,492 | $703.7K | 0.01% | +2,492 | New |
| Achmea Investment Management B.V. | 2,542 | $712.0K | 0.02% | +2,542 | New |
| Rossmore Private Capital | 2,549 | $714.0K | 0.11% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,566 | $719.0K | 0.05% | +28+1.1% | Added |
| Hutchinson Capital Management | 2,572 | $720.0K | 0.17% | +10.0% | Added |
| Regentatlantic Capital LLC | 2,581 | $723.0K | 0.02% | −153−5.6% | Reduced |
| Boenning & Scattergood, Inc. | 2,590 | $725.0K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,591 | $726.0K | 0.02% | −510−16.4% | Reduced |
| Fiera Capital Corp | 2,594 | $726.0K | 0.00% | +841+48.0% | Added |
| MAI Capital Management | 2,615 | $732.0K | 0.01% | +387+17.4% | Added |
| Dearborn Partners LLC | 2,614 | $732.0K | 0.03% | +540+26.0% | Added |
| Benjamin Edwards Inc | 2,625 | $735.0K | 0.21% | −760−22.5% | Reduced |
| Fort Point Capital Partners LLC | 2,630 | $736.0K | 0.11% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 2,646 | $743.0K | 0.01% | +59+2.3% | Added |
| Parsec Financial Management, Inc. | 2,680 | $751.0K | 0.03% | +53+2.0% | Added |
| Ensign Peak Advisors, Inc | 2,694 | $754.0K | 0.00% | −2,990−52.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,693 | $754.0K | 0.05% | −1,153−30.0% | Reduced |
| Boulder Hill Capital Management LP | 2,700 | $756.0K | 0.41% | +2,700 | New |
| STRS Ohio | 2,725 | $763.0K | 0.00% | −515−15.9% | Reduced |
| DCM Advisors, LLC | 2,733 | $765.0K | 0.27% | −588−17.7% | Reduced |
| NVWM, LLC | 2,756 | $772.0K | 0.24% | −55−2.0% | Reduced |
| Washington Trust Co | 2,764 | $774.0K | 0.03% | −43−1.5% | Reduced |
| Wedbush Securities Inc | 2,780 | $778.0K | 0.04% | −396−12.5% | Reduced |
| Murphy Capital Management Inc | 2,820 | $789.0K | 0.09% | −25−0.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,834 | $794.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,853 | $799.0K | 0.08% | +924+47.9% | Added |
| Soros Capital Management LLC | 2,907 | $814.0K | 0.20% | +2,907 | New |
| Lincoln National Corp | 2,940 | $824.0K | 0.02% | −9−0.3% | Reduced |
| Congress Wealth Management LLC | 2,956 | $827.0K | 0.02% | −32−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,957 | $828.0K | 0.01% | +847+40.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,960 | $829.0K | 0.33% | −80−2.6% | Reduced |
| Venturi Wealth Management, LLC | 2,993 | $838.0K | 0.06% | −838−21.9% | Reduced |
| RBF Capital, LLC | 3,000 | $842.0K | 0.05% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,055 | $855.0K | 0.69% | +3,055 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,049 | $864.0K | 0.06% | +1,946+176.4% | Added |
| Massmutual Trust Co FSB | 3,094 | $866.0K | 0.03% | +70+2.3% | Added |
| Ashfield Capital Partners, LLC | 3,107 | $870.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,110 | $871.0K | 0.02% | −43−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,126 | $875.0K | 0.03% | −3,146−50.2% | Reduced |
| Allstate Corp | 3,133 | $877.0K | 0.02% | −7,007−69.1% | Reduced |
| Advisors Capital Management, LLC | 3,161 | $885.0K | 0.02% | +403+14.6% | Added |
| MainStreet Investment Advisors LLC | 3,187 | $893.0K | 0.08% | +71+2.3% | Added |
| Savant Capital, LLC | 3,267 | $915.0K | 0.03% | +426+15.0% | Added |
| Cubist Systematic Strategies, LLC | 3,303 | $925.0K | 0.01% | +1,954+144.8% | Added |
| Covington Capital Management | 3,352 | $939.0K | 0.03% | +655+24.3% | Added |
| Gotham Asset Management, LLC | 3,396 | $951.0K | 0.03% | +1,903+127.5% | Added |
| Kinneret Advisory, LLC | 3,402 | $953.0K | 0.10% | +76+2.3% | Added |
| Los Angeles Capital Management LLC | 3,431 | $961.0K | 0.00% | −345−9.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,430 | $961.0K | 0.09% | +367+12.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,398 | $964.0K | 0.01% | −8,599−71.7% | Reduced |
| Ci Investments Inc. | 3,469 | $971.0K | 0.00% | −1,481−29.9% | Reduced |
| Snowden Capital Advisors LLC | 3,492 | $977.0K | 0.04% | +222+6.8% | Added |
| Marshall Financial Group LLC | 3,506 | $982.0K | 0.40% | +3+0.1% | Added |
| Private Trust Co NA | 3,529 | $988.0K | 0.15% | +840+31.2% | Added |
| AE Wealth Management LLC | 3,555 | $996.0K | 0.01% | +103+3.0% | Added |
| Carret Asset Management, LLC | 3,590 | $1.00M | 0.12% | +3,590 | New |
| Seeyond | 3,613 | $1.01M | 0.10% | −72−2.0% | Reduced |
| Rosenbaum Jay D. | 3,612 | $1.01M | 1.60% | −65−1.8% | Reduced |
| Americana Partners, LLC | 4,145 | $1.02M | 0.31% | −7,875−65.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,649 | $1.02M | 0.03% | +107+3.0% | Added |
| First Commonwealth Financial Corp | 3,653 | $1.02M | 0.33% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,658 | $1.02M | 0.10% | +213+6.2% | Added |
| 1st Source Bank | 3,678 | $1.03M | 0.06% | −75−2.0% | Reduced |
| Quantum Private Wealth, LLC | 3,692 | $1.03M | 0.45% | 00.0% | Unchanged |
| First United Bank Trust | 3,702 | $1.04M | 0.41% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,739 | $1.05M | 0.09% | −7,586−67.0% | Reduced |
| Avantax Planning Partners, Inc. | 3,757 | $1.05M | 0.04% | −44−1.2% | Reduced |
| Integrated Advisors Network LLC | 3,763 | $1.05M | 0.06% | +3,763 | New |
| HB Wealth Management, LLC | 3,778 | $1.06M | 0.02% | +160+4.4% | Added |
| Fayez Sarofim & Co | 3,777 | $1.06M | 0.00% | +400+11.8% | Added |
| Wellington Management Group LLP | 3,790 | $1.06M | 0.00% | −36,816−90.7% | Reduced |
| Apollon Wealth Management, LLC | 3,816 | $1.07M | 0.08% | −1,117−22.6% | Reduced |
| Eudaimonia Partners, LLC | 3,859 | $1.08M | 0.18% | +3,859 | New |
| Golden State Wealth Management, LLC | 3,876 | $1.08M | 0.21% | −48−1.2% | Reduced |
| Uncommon Cents Investing LLC | 3,930 | $1.10M | 0.40% | −10−0.3% | Reduced |
| SRB Corp | 4,088 | $1.15M | 0.06% | 00.0% | Unchanged |
| Veritable, L.P. | 4,120 | $1.15M | 0.02% | +4+0.1% | Added |
| Cetera Investment Advisers | 4,157 | $1.16M | 0.02% | −718−14.7% | Reduced |
| Neville Rodie & Shaw Inc | 4,100 | $1.17M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,223 | $1.18M | 0.02% | −190−4.3% | Reduced |
| Acropolis Investment Management, LLC | 4,243 | $1.19M | 0.11% | −180−4.1% | Reduced |
| Reaves W H & Co Inc | 4,244 | $1.19M | 0.04% | +744+21.3% | Added |
| Banque Cantonale Vaudoise | 4,250 | $1.19M | 0.05% | −80−1.8% | Reduced |