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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 8,829 | $2.47M | 0.23% | +7,953+907.9% | Added |
| Maryland State Retirement & Pension System | 8,867 | $2.48M | 0.07% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 8,963 | $2.51M | 0.29% | +8,963 | New |
| Venture Visionary Partners LLC | 9,084 | $2.54M | 0.17% | +1,303+16.7% | Added |
| Front Row Advisors LLC | 9,256 | $2.59M | 1.04% | +740+8.7% | Added |
| Weil Company, Inc. | 9,257 | $2.59M | 1.30% | +4,211+83.5% | Added |
| Chesley Taft & Associates LLC | 9,920 | $2.61M | 0.15% | +60+0.6% | Added |
| Minot Wealth Management LLC | 9,332 | $2.61M | 0.56% | −404−4.1% | Reduced |
| Peak Financial Advisors LLC | 9,344 | $2.62M | 2.24% | +318+3.5% | Added |
| Advisory Services Network, LLC | 9,459 | $2.65M | 0.08% | −3,592−27.5% | Reduced |
| Tudor Investment Corp Et Al | 9,483 | $2.66M | 0.07% | +9,483 | New |
| Riverbridge Partners LLC | 9,516 | $2.67M | 0.03% | −127−1.3% | Reduced |
| Securian Asset Management, Inc | 9,721 | $2.72M | 0.05% | 00.0% | Unchanged |
| Dempze Nancy E | 9,881 | $2.77M | 2.02% | +65+0.7% | Added |
| Westport Asset Management Inc | 8,000 | $2.79M | 1.26% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.80M | 0.38% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 10,000 | $2.80M | 1.88% | +10,000 | New |
| National Bank of Canada | 10,205 | $2.83M | 0.01% | +3,317+48.2% | Added |
| Connable Office Inc | 10,226 | $2.86M | 0.38% | +117+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 10,230 | $2.87M | 0.00% | +1,550+17.9% | Added |
| GAM Holding AG | 10,338 | $2.90M | 0.14% | −1,896−15.5% | Reduced |
| ING Groep NV | 10,458 | $2.93M | 0.03% | −4,679−30.9% | Reduced |
| Private Advisor Group, LLC | 10,494 | $2.94M | 0.02% | +411+4.1% | Added |
| Cohen Lawrence B | 10,762 | $3.01M | 1.79% | +130+1.2% | Added |
| Everence Capital Management Inc | 10,828 | $3.03M | 0.23% | +1,930+21.7% | Added |
| Eukles Asset Management | 10,894 | $3.05M | 1.66% | −391−3.5% | Reduced |
| Hartford Investment Management Co | 10,968 | $3.07M | 0.08% | −776−6.6% | Reduced |
| Wealthfront Advisers LLC | 10,988 | $3.08M | 0.01% | +4,699+74.7% | Added |
| CIBC Asset Management Inc | 11,100 | $3.11M | 0.01% | +114+1.0% | Added |
| Lighthouse Investment Partners, LLC | 11,142 | $3.12M | 2.56% | +11,142 | New |
| Smithbridge Asset Management Inc | 11,197 | $3.13M | 1.04% | +1,099+10.9% | Added |
| Capital International Inc | 11,229 | $3.14M | 0.04% | −4,690−29.5% | Reduced |
| Parcion Private Wealth LLC | 11,635 | $3.21M | 0.30% | −2,472−17.5% | Reduced |
| Western Wealth Management, LLC | 11,554 | $3.24M | 0.16% | +4,599+66.1% | Added |
| Marketfield Asset Management LLC | 11,857 | $3.32M | 2.55% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.36M | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 12,043 | $3.37M | 1.90% | −25−0.2% | Reduced |
| Searle & Co. | 12,238 | $3.43M | 1.26% | 00.0% | Unchanged |
| Papp L Roy & Associates | 12,301 | $3.44M | 0.43% | +103+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,439 | $3.48M | 0.05% | −140−1.1% | Reduced |
| Page Arthur B | 12,561 | $3.52M | 2.74% | −382−3.0% | Reduced |
| Capital International Ltd | 12,615 | $3.53M | 0.20% | +162+1.3% | Added |
| Brinker Capital Investments, LLC | 12,671 | $3.55M | 0.05% | −9,860−43.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,850 | $3.60M | 0.15% | −43−0.3% | Reduced |
| Barr E S & Co | 13,189 | $3.69M | 0.25% | −3,280−19.9% | Reduced |
| CIBC Private Wealth Group, LLC | 13,449 | $3.77M | 0.01% | +45+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 13,893 | $3.89M | 0.42% | −50−0.4% | Reduced |
| NewEdge Wealth, LLC | 14,054 | $3.94M | 0.17% | −10,571−42.9% | Reduced |
| Bank of Nova Scotia | 14,425 | $4.04M | 0.01% | −7,784−35.0% | Reduced |
| Bradley Mark J. | 14,614 | $4.09M | 2.92% | −167−1.1% | Reduced |
| Kestra Advisory Services, LLC | 14,623 | $4.09M | 0.04% | −463−3.1% | Reduced |
| North Growth Management Ltd. | 15,000 | $4.10M | 0.76% | +15,000 | New |
| Nissay Asset Management Corp | 14,653 | $4.10M | 0.04% | +297+2.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 14,690 | $4.11M | 0.22% | +4,230+40.4% | Added |
| Fund Management at Engine No. 1 LLC | 14,930 | $4.18M | 1.05% | +14,930 | New |
| Cetera Advisor Networks LLC | 14,963 | $4.19M | 0.05% | +4,512+43.2% | Added |
| Van Eck Associates Corp | 15,021 | $4.21M | 0.01% | +2,089+16.2% | Added |
| Texas Permanent School Fund | 15,072 | $4.22M | 0.06% | −926−5.8% | Reduced |
| Xponance, Inc. | 15,157 | $4.24M | 0.07% | +368+2.5% | Added |
| Natixis | 15,215 | $4.26M | 0.01% | +14,568+2,251.6% | Added |
| Gateway Investment Advisers LLC | 15,241 | $4.27M | 0.04% | +326+2.2% | Added |
| Unigestion Holding SA | 15,307 | $4.30M | 0.18% | −11,671−43.3% | Reduced |
| Weatherly Asset Management L. P. | 15,528 | $4.35M | 0.51% | −69−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,547 | $4.35M | 0.04% | +989+6.8% | Added |
| KWMG, LLC | 15,606 | $4.37M | 0.60% | +1,163+8.1% | Added |
| Davis-Rea Ltd. | 44,716 | $4.43M | 2.33% | +31,578+240.4% | Added |
| Sturgeon Ventures LLP | 15,573 | $4.49M | 2.42% | −142−0.9% | Reduced |
| Canada Pension Plan Investment Board | 16,072 | $4.50M | 0.01% | −39,202−70.9% | Reduced |
| Moore Capital Management, LP | 16,084 | $4.50M | 0.15% | +16,084 | New |
| Whitener Capital Management, Inc. | 16,160 | $4.53M | 1.70% | +10+0.1% | Added |
| Public Sector Pension Investment Board | 16,222 | $4.54M | 0.03% | −3,130−16.2% | Reduced |
| Norinchukin Bank, The | 16,319 | $4.57M | 0.06% | +6,334+63.4% | Added |
| Farmers & Merchants Investments Inc | 16,542 | $4.63M | 0.18% | −232−1.4% | Reduced |
| Renaissance Investment Group LLC | 18,658 | $4.67M | 1.36% | +3,727+25.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,681 | $4.67M | 0.02% | −6,012−26.5% | Reduced |
| Hall Laurie J Trustee | 16,727 | $4.68M | 1.80% | −75−0.4% | Reduced |
| Yousif Capital Management, LLC | 16,750 | $4.69M | 0.05% | +130+0.8% | Added |
| M&T Bank Corp | 16,762 | $4.69M | 0.02% | −14−0.1% | Reduced |
| Mutual of America Capital Management LLC | 16,768 | $4.70M | 0.05% | +200+1.2% | Added |
| Mackay Shields LLC | 16,780 | $4.70M | 0.04% | −625−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 16,798 | $4.70M | 0.07% | −7,222−30.1% | Reduced |
| Nixon Peabody Trust Co | 17,078 | $4.78M | 1.65% | −188−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,471 | $4.89M | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 17,774 | $4.98M | 0.27% | −1,729−8.9% | Reduced |
| IFM Investors Pty Ltd | 17,839 | $5.00M | 0.08% | +2,688+17.7% | Added |
| Natixis Advisors, L.P. | 17,856 | $5.00M | 0.02% | −1,865−9.5% | Reduced |
| British Columbia Investment Management Corp | 17,906 | $5.01M | 0.03% | −2,480−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 18,009 | $5.04M | 0.05% | +8,752+94.5% | Added |
| Ieq Capital, LLC | 18,111 | $5.07M | 0.12% | +6,540+56.5% | Added |
| Bill Few Associates, Inc. | 18,279 | $5.12M | 2.79% | +758+4.3% | Added |
| State of Tennessee, Treasury Department | 18,719 | $5.24M | 0.02% | −596−3.1% | Reduced |
| Tredje AP-fonden | 18,800 | $5.26M | 0.11% | 00.0% | Unchanged |
| Twin Tree Management, LP | 18,997 | $5.32M | 0.10% | +17,255+990.5% | Added |
| Lipe & Dalton | 20,048 | $5.61M | 2.74% | −405−2.0% | Reduced |
| Drystone LLC | 20,175 | $5.65M | 6.85% | −286−1.4% | Reduced |
| Cyrus J. Lawrence, LLC | 20,209 | $5.66M | 1.30% | +20,209 | New |
| Fiduciary Trust Co | 20,465 | $5.73M | 0.10% | −32−0.2% | Reduced |
| Utah Retirement Systems | 20,734 | $5.81M | 0.08% | −300−1.4% | Reduced |
| Richard C. Young & CO., LTD. | 20,744 | $5.81M | 0.74% | −476−2.2% | Reduced |
| Sandy Spring Bank | 20,806 | $5.83M | 0.30% | +801+4.0% | Added |