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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 4,293 | $1.20M | 0.04% | −516−10.7% | Reduced |
| Paloma Partners Management Co | 4,300 | $1.20M | 0.09% | +1,172+37.5% | Added |
| Argent Trust Co | 4,312 | $1.21M | 0.07% | −19−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,371 | $1.22M | 0.05% | +86+2.0% | Added |
| Confluence Wealth Services, Inc. | 4,393 | $1.23M | 0.44% | +79+1.8% | Added |
| OPSEU Pension Plan Trust Fund | 4,383 | $1.24M | 0.29% | +119+2.8% | Added |
| Ameritas Advisory Services, LLC | 4,449 | $1.25M | 0.05% | +42+1.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,503 | $1.26M | 0.03% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,547 | $1.27M | 0.07% | −50−1.1% | Reduced |
| Diversified Trust Co | 4,584 | $1.28M | 0.04% | −525−10.3% | Reduced |
| Mirova | 4,627 | $1.29M | 0.17% | −20.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,656 | $1.30M | 0.05% | +1,549+49.9% | Added |
| Wetherby Asset Management Inc | 4,660 | $1.30M | 0.07% | +86+1.9% | Added |
| Credential Qtrade Securities Inc. | 4,670 | $1.31M | 0.08% | +359+8.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,695 | $1.31M | 0.01% | +4,695 | New |
| Dorsey & Whitney Trust CO LLC | 4,714 | $1.32M | 0.12% | +2,433+106.7% | Added |
| Edgestream Partners, L.P. | 4,717 | $1.32M | 0.11% | +4,717 | New |
| Legacy Bridge, LLC | 4,734 | $1.33M | 0.77% | −90−1.9% | Reduced |
| Fort, L.P. | 4,747 | $1.33M | 0.50% | −358−7.0% | Reduced |
| Franklin Street Advisors Inc | 4,826 | $1.35M | 0.11% | +2,402+99.1% | Added |
| SG Americas Securities, LLC | 4,841 | $1.36M | 0.01% | +2,700+126.1% | Added |
| Rodgers Brothers Inc. | 4,851 | $1.36M | 0.24% | +250+5.4% | Added |
| Burney Co | 4,892 | $1.37M | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,900 | $1.37M | 0.05% | −800−14.0% | Reduced |
| Fifth Third Bancorp | 4,954 | $1.39M | 0.01% | +445+9.9% | Added |
| Penobscot Investment Management Company, Inc. | 4,955 | $1.39M | 0.20% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,975 | $1.39M | 0.61% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 5,024 | $1.41M | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,042 | $1.41M | 0.11% | +685+15.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,070 | $1.42M | 0.38% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,105 | $1.43M | 0.00% | −988−16.2% | Reduced |
| Advisor Partners LLC | 5,152 | $1.44M | 0.09% | −300−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,170 | $1.45M | 0.03% | −617−10.7% | Reduced |
| WoodTrust Financial Corp | 5,177 | $1.45M | 0.29% | +1,475+39.8% | Added |
| Kornitzer Capital Management Inc | 5,205 | $1.46M | 0.02% | −25−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 5,273 | $1.48M | 0.01% | −2,875−35.3% | Reduced |
| Colony Group LLC | 5,272 | $1.48M | 0.02% | −584−10.0% | Reduced |
| Ninety One North America, Inc. | 5,281 | $1.48M | 0.05% | +2,697+104.4% | Added |
| Global Retirement Partners, LLC | 7,465 | $1.48M | 0.12% | +7,465 | New |
| Decatur Capital Management, Inc. | 5,353 | $1.50M | 0.87% | +532+11.0% | Added |
| Oppenheimer Asset Management Inc. | 5,365 | $1.50M | 0.02% | −162−2.9% | Reduced |
| Cetera Advisors LLC | 5,366 | $1.50M | 0.03% | +879+19.6% | Added |
| Hirtle Callaghan & Co LLC | 5,548 | $1.55M | 0.08% | +3,310+147.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,730 | $1.60M | 0.02% | +395+7.4% | Added |
| Regions Financial Corp | 5,746 | $1.61M | 0.01% | −12−0.2% | Reduced |
| JustInvest LLC | 5,755 | $1.61M | 0.08% | +1,705+42.1% | Added |
| MML Investors Services, LLC | 5,781 | $1.62M | 0.01% | −1,267−18.0% | Reduced |
| Sit Investment Associates Inc | 5,935 | $1.66M | 0.04% | −15−0.3% | Reduced |
| Arabesque Asset Management Ltd | 5,945 | $1.67M | 0.58% | −7,316−55.2% | Reduced |
| Koshinski Asset Management, Inc. | 5,955 | $1.67M | 0.14% | −71−1.2% | Reduced |
| Freemont Management S.A. | 5,965 | $1.67M | 0.25% | +5,965 | New |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.68M | 0.55% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,012 | $1.68M | 0.03% | +6,012 | New |
| Millennium Management LLC | 6,036 | $1.69M | 0.00% | −6,607−52.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,053 | $1.70M | 0.03% | +596+10.9% | Added |
| Ethic Inc. | 6,064 | $1.70M | 0.12% | +519+9.4% | Added |
| Vigilant Capital Management, LLC | 6,154 | $1.72M | 0.13% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,179 | $1.73M | 0.85% | +369+6.4% | Added |
| Raymond James Trust N.A. | 6,280 | $1.76M | 0.05% | −1,069−14.5% | Reduced |
| Capstone Investment Advisors, LLC | 6,312 | $1.77M | 0.04% | +6,312 | New |
| HNP Capital LLC | 6,316 | $1.77M | 0.42% | +379+6.4% | Added |
| Tiedemann Advisors, LLC | 6,369 | $1.78M | 0.09% | +13+0.2% | Added |
| 44 Wealth Management LLC | 6,441 | $1.80M | 0.65% | −513−7.4% | Reduced |
| O'Shares Investment Advisers, LLC | 6,482 | $1.81M | 0.14% | +357+5.8% | Added |
| Occudo Quantitative Strategies LP | 6,581 | $1.84M | 0.15% | −1,653−20.1% | Reduced |
| First Foundation Advisors | 6,681 | $1.87M | 0.07% | −435−6.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,690 | $1.87M | 0.06% | −4,993−42.7% | Reduced |
| New Mexico Educational Retirement Board | 6,776 | $1.90M | 0.07% | −300−4.2% | Reduced |
| Vectors Research Management, LLC | 6,837 | $1.92M | 0.42% | +671+10.9% | Added |
| Benedict Financial Advisors Inc | 6,865 | $1.92M | 0.51% | −61−0.9% | Reduced |
| Wilkinson Global Asset Management LLC | 6,895 | $1.93M | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,899 | $1.93M | 0.17% | +6,239+945.3% | Added |
| Brookfield Asset Management Inc. | 7,004 | $1.96M | 0.01% | +7,004 | New |
| Natixis Investment Managers International | 7,012 | $1.96M | 0.03% | +6,491+1,245.9% | Added |
| IFP Advisors, Inc | 17,299 | $1.96M | 0.03% | +10,527+155.4% | Added |
| Metropolitan Life Insurance Co | 7,044 | $1.97M | 0.07% | −9,374−57.1% | Reduced |
| CIBC World Markets Corp | 7,059 | $1.98M | 0.02% | +2,925+70.8% | Added |
| Pacer Advisors, Inc. | 7,094 | $1.99M | 0.02% | −1,244−14.9% | Reduced |
| Illinois Municipal Retirement Fund | 7,096 | $1.99M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,300 | $1.99M | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,190 | $2.01M | 0.44% | −320−4.3% | Reduced |
| Sumitomo Life Insurance Co | 7,246 | $2.03M | 0.05% | −143−1.9% | Reduced |
| Deane Retirement Strategies, Inc. | 7,157 | $2.04M | 1.12% | −35−0.5% | Reduced |
| Wesbanco Bank Inc | 7,299 | $2.04M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,320 | $2.05M | 0.05% | +286+4.1% | Added |
| CIBC World Markets Inc. | 7,323 | $2.05M | 0.01% | −4,735−39.3% | Reduced |
| Kentucky Retirement Systems | 7,406 | $2.07M | 0.08% | +410+5.9% | Added |
| Guyasuta Investment Advisors Inc | 7,518 | $2.10M | 0.14% | +490+7.0% | Added |
| Capital International Sarl | 7,538 | $2.11M | 0.10% | +1,220+19.3% | Added |
| Northwest Investment Counselors, LLC | 7,582 | $2.12M | 0.56% | +618+8.9% | Added |
| MUFG Americas Holdings Corp | 7,616 | $2.13M | 0.04% | −204−2.6% | Reduced |
| PFG Advisors | 7,691 | $2.15M | 0.22% | +1,317+20.7% | Added |
| Connolly Sarah T. | 7,835 | $2.19M | 1.28% | +373+5.0% | Added |
| Mercer Global Advisors Inc | 7,925 | $2.22M | 0.01% | −260−3.2% | Reduced |
| Centaurus Financial, Inc. | 8,149 | $2.28M | 0.18% | −40−0.5% | Reduced |
| Pinnacle Associates Ltd | 8,161 | $2.29M | 0.04% | −460−5.3% | Reduced |
| Bar Harbor Trust Services | 8,196 | $2.29M | 0.69% | +611+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,201 | $2.30M | 0.02% | −356−4.2% | Reduced |
| Guggenheim Capital LLC | 8,640 | $2.42M | 0.01% | −15,863−64.7% | Reduced |
| Pathstone Family Office, LLC | 8,699 | $2.44M | 0.06% | −92−1.0% | Reduced |