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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 43 | $12.0K | 0.00% | +8+22.9% | Added |
| Clean Yield Group | 43 | $12.0K | 0.00% | +43 | New |
| Global Financial Private Client, LLC | 39 | $11.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 41 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $11.0K | 0.00% | +3+8.6% | Added |
| MV Capital Management, Inc. | 35 | $10.0K | 0.00% | −5−12.5% | Reduced |
| CNB Bank | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 32 | $9.00K | 0.00% | +32 | New |
| Patriot Financial Group Insurance Agency, LLC | 28 | $8.00K | 0.00% | −29−50.9% | Reduced |
| Raffa Wealth Management, LLC | 25 | $7.00K | 0.00% | −45−64.3% | Reduced |
| Exchange Traded Concepts, LLC | 25 | $7.00K | 0.00% | −319−92.7% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $7.00K | 0.00% | −67−72.8% | Reduced |
| Financial Management Professionals, Inc. | 25 | $7.00K | 0.00% | −1−3.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 22 | $6.16K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 18 | $5.00K | 0.00% | −129−87.8% | Reduced |
| Private Capital Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 19 | $5.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 11 | $4.00K | 0.00% | +8+266.7% | Added |
| Investors Research Corp | 15 | $4.00K | 0.00% | +15 | New |
| Newbridge Financial Services Group, Inc. | 11 | $3.00K | 0.00% | −33−75.0% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $3.00K | 0.00% | +9 | New |
| GW&K Investment Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $3.00K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| Schubert & Co | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Larson Financial Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7 | $2.00K | 0.00% | +7 | New |
| Archer Investment Corp | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $1.00K | 0.00% | −1,080−99.5% | Reduced |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 501 | $1.00K | 0.02% | +501 | New |
| GoalVest Advisory LLC | 2 | $1.00K | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −238,478−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −153,699−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −133,184−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −104,330−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −56,784−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −56,045−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −41,623−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −38,468−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −38,420−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,490−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −25,056−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −24,164−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −20,504−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −13,524−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −11,505−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −8,532−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |