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 |
|---|---|---|---|---|---|
| Strategic Asset Management, LLC | 394 | $110.0K | 0.16% | +10+2.6% | Added |
| High Net Worth Advisory Group LLC | 377 | $106.0K | 0.04% | +164+77.0% | Added |
| Ellevest, Inc. | 370 | $104.0K | 0.01% | −68−15.5% | Reduced |
| Lake Point Wealth Management | 366 | $102.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 364 | $101.9K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 361 | $101.0K | 0.01% | −263−42.1% | Reduced |
| Lindbrook Capital, LLC | 360 | $101.0K | 0.02% | −41−10.2% | Reduced |
| First Command Financial Services, Inc. | 361 | $101.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 356 | $100.0K | 0.03% | +8+2.3% | Added |
| American National Bank | 349 | $98.0K | 0.02% | −4,110−92.2% | Reduced |
| Kings Point Capital Management | 350 | $98.0K | 0.01% | −19−5.1% | Reduced |
| Wolff Wiese Magana LLC | 343 | $95.0K | 0.06% | +12+3.6% | Added |
| Hoese & Co LLP | 324 | $91.0K | 0.09% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 320 | $90.0K | 0.01% | −8−2.4% | Reduced |
| Clearstead Advisors, LLC | 323 | $90.0K | 0.01% | +68+26.7% | Added |
| TCI Wealth Advisors, Inc. | 319 | $89.0K | 0.01% | −14−4.2% | Reduced |
| Kenfarb & Co. | 310 | $87.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 300 | $84.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 299 | $84.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 284 | $80.0K | 0.01% | +1+0.4% | Added |
| Versant Capital Management, Inc | 264 | $74.0K | 0.02% | −3−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $72.0K | 0.00% | −2,949−92.0% | Reduced |
| Lowe Wealth Advisors, LLC | 248 | $69.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 247 | $69.0K | 0.00% | +247 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 243 | $68.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 244 | $68.0K | 0.02% | −1−0.4% | Reduced |
| Glassman Wealth Services | 239 | $67.0K | 0.01% | −19−7.4% | Reduced |
| Logan Capital Management Inc | 234 | $66.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 233 | $65.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 231 | $65.0K | 0.00% | +10+4.5% | Added |
| Beacon Capital Management, LLC | 229 | $64.0K | 0.02% | +229 | New |
| Howe & Rusling Inc | 220 | $62.0K | 0.01% | +40+22.2% | Added |
| West Branch Capital LLC | 213 | $60.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 211 | $59.0K | 0.04% | +112+113.1% | Added |
| Hazlett, Burt & Watson, Inc. | 211 | $59.0K | 0.05% | +211 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $56.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 201 | $56.0K | 0.01% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $56.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 195 | $55.0K | 0.01% | +100+105.3% | Added |
| TSFG, LLC | 189 | $53.0K | 0.02% | +1+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 187 | $52.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $52.0K | 0.00% | 00.0% | Unchanged |
| Motco | 182 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 177 | $50.0K | 0.01% | −15−7.8% | Reduced |
| State of Wyoming | 176 | $49.0K | 0.02% | −8−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 176 | $49.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $48.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 170 | $48.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 170 | $47.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 155 | $43.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 155 | $43.0K | 0.01% | +1+0.6% | Added |
| TD Waterhouse Canada Inc. | 144 | $42.7K | 0.00% | −2−1.4% | Reduced |
| Geneos Wealth Management Inc. | 147 | $41.0K | 0.00% | −18−10.9% | Reduced |
| Zions Bancorporation, N.A. | 139 | $39.0K | 0.00% | −73−34.4% | Reduced |
| Salem Investment Counselors Inc | 133 | $37.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 131 | $37.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 128 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 128 | $35.0K | 0.03% | +128 | New |
| Riverview Trust Co | 116 | $32.0K | 0.02% | +116 | New |
| Financial Perspectives, Inc | 112 | $31.4K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 109 | $31.0K | 0.01% | +88+419.0% | Added |
| Dark Forest Capital Management LP | 110 | $30.0K | 0.01% | −290−72.5% | Reduced |
| Harvest Fund Management Co., Ltd | 107 | $29.0K | 0.01% | −233−68.5% | Reduced |
| Paladin Advisory Group, LLC | 105 | $29.0K | 0.02% | +105 | New |
| Knuff & Co LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $28.0K | 0.01% | +97+3,233.3% | Added |
| Capital Directions Investment Advisors, LLC | 101 | $28.0K | 0.01% | +101 | New |
| Capital Advisory Group Advisory Services, LLC | 100 | $28.0K | 0.01% | +100 | New |
| Ossiam | 89 | $25.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 90 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $25.0K | 0.01% | +11+13.9% | Added |
| Sierra Capital LLC | 90 | $25.0K | 0.00% | +12+15.4% | Added |
| City State Bank | 90 | $25.0K | 0.02% | +25+38.5% | Added |
| Fieldpoint Private Securities, LLC | 79 | $22.0K | 0.00% | −1,823−95.8% | Reduced |
| BDO Wealth Advisors, LLC | 80 | $22.0K | 0.00% | −35−30.4% | Reduced |
| Essex Investment Management Co LLC | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 76 | $21.0K | 0.00% | −2−2.6% | Reduced |
| Tarbox Family Office, Inc. | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 75 | $21.0K | 0.00% | −1−1.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 72 | $20.0K | 0.00% | +6+9.1% | Added |
| Lenox Wealth Advisors, LLC | 74 | $20.0K | 0.00% | +8+12.1% | Added |
| West Paces Advisors Inc. | 68 | $19.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 68 | $19.0K | 0.01% | +68 | New |
| Sargent Bickham Lagudis LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $16.0K | 0.00% | +2+3.7% | Added |
| Glen Eagle Advisors, LLC | 55 | $15.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 53 | $15.0K | 0.00% | +48+960.0% | Added |
| Fairfield Financial Advisors, LTD | 50 | $14.0K | 0.01% | +50 | New |
| JNBA Financial Advisors | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $14.0K | 0.00% | +6+13.6% | Added |
| Clear Street Markets LLC | 47 | $13.0K | 0.00% | −765−94.2% | Reduced |
| Arlington Partners LLC | 45 | $13.0K | 0.00% | −6−11.8% | Reduced |
| Arcadia Investment Management Corp | 45 | $13.0K | 0.00% | 00.0% | Unchanged |