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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 114,328 | $32.0M | 0.04% | +88,183+337.3% | Added |
| Stifel Financial Corp | 113,900 | $31.9M | 0.04% | −11,606−9.2% | Reduced |
| Voya Investment Management LLC | 110,426 | $30.9M | 0.06% | −1,302−1.2% | Reduced |
| Citigroup Inc | 106,771 | $29.9M | 0.03% | −13,493−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 104,778 | $29.3M | 0.07% | +5,531+5.6% | Added |
| The PNC Financial Services Group, Inc. | 103,995 | $29.1M | 0.03% | −4,512−4.2% | Reduced |
| Prudential Financial Inc | 98,927 | $27.7M | 0.04% | −1,138−1.1% | Reduced |
| Vident Investment Advisory, LLC | 95,485 | $26.7M | 0.70% | +3,139+3.4% | Added |
| ExodusPoint Capital Management, LP | 93,627 | $26.2M | 0.38% | +93,627 | New |
| London & Capital Asset Management Ltd | 93,609 | $26.2M | 1.94% | +93,609 | New |
| Hemenway Trust Co LLC | 92,006 | $25.8M | 2.48% | +2,824+3.2% | Added |
| AXA S.A. | 90,612 | $25.4M | 0.07% | −20,071−18.1% | Reduced |
| Squarepoint Ops LLC | 90,352 | $25.3M | 0.19% | +39,261+76.8% | Added |
| Granite Investment Partners, LLC | 89,958 | $25.2M | 0.85% | −12,213−12.0% | Reduced |
| US Bancorp | 87,955 | $24.6M | 0.04% | +6,207+7.6% | Added |
| Davis R M Inc | 85,892 | $24.1M | 0.57% | +353+0.4% | Added |
| LPL Financial LLC | 85,882 | $24.1M | 0.02% | −1,726−2.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 84,903 | $23.8M | 0.06% | −75,600−47.1% | Reduced |
| State of Wisconsin Investment Board | 84,542 | $23.7M | 0.05% | −11,624−12.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 84,207 | $23.6M | 0.03% | +61,394+269.1% | Added |
| Massachusetts Financial Services Co | 83,197 | $23.3M | 0.01% | +31,561+61.1% | Added |
| Mn Services Vermogensbeheer B.V. | 82,802 | $23.2M | 0.15% | −5,900−6.7% | Reduced |
| Boston Family Office LLC | 82,004 | $23.0M | 1.63% | −194−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 81,764 | $22.9M | 0.02% | −11,816−12.6% | Reduced |
| PGGM Investments | 65,168 | $22.7M | 0.11% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 79,512 | $22.3M | 0.71% | +7,103+9.8% | Added |
| Baird Financial Group, Inc. | 78,678 | $22.0M | 0.05% | +5,287+7.2% | Added |
| Tocqueville Asset Management L.P. | 76,405 | $21.4M | 0.32% | +7,140+10.3% | Added |
| Carnegie Capital Asset Management, LLC | 76,052 | $21.3M | 0.78% | −8,992−10.6% | Reduced |
| BNP Paribas Arbitrage, SA | 73,967 | $20.7M | 0.04% | −18,158−19.7% | Reduced |
| Smith Group Asset Management, LLC | 71,658 | $20.0M | 1.06% | −1,968−2.7% | Reduced |
| Schroder Investment Management Group | 70,822 | $19.9M | 0.03% | −18,104−20.4% | Reduced |
| Confluence Investment Management LLC | 70,817 | $19.8M | 0.28% | +699+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 70,437 | $19.7M | 0.07% | +247+0.4% | Added |
| Allianz Asset Management GmbH | 69,608 | $19.5M | 0.02% | +404+0.6% | Added |
| Russell Investments Group, Ltd. | 68,949 | $19.3M | 0.03% | +15,176+28.2% | Added |
| State of New Jersey Common Pension Fund D | 66,519 | $18.6M | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,498 | $18.6M | 0.09% | +4,625+7.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 66,151 | $18.5M | 0.04% | −2,219−3.2% | Reduced |
| Trillium Asset Management, LLC | 65,494 | $18.3M | 0.49% | −9,958−13.2% | Reduced |
| Toronto Dominion Bank | 64,933 | $18.2M | 0.03% | −2,980−4.4% | Reduced |
| Mariner, LLC | 64,930 | $18.2M | 0.07% | +2,128+3.4% | Added |
| Williams Jones Wealth Management, LLC. | 63,853 | $17.9M | 0.25% | −95−0.1% | Reduced |
| Man Group plc | 63,165 | $17.7M | 0.06% | +10,847+20.7% | Added |
| Somerville Kurt F | 61,953 | $17.3M | 2.79% | −5,466−8.1% | Reduced |
| Pictet Asset Management SA | 61,502 | $17.2M | 0.02% | +2,535+4.3% | Added |
| Credit Agricole S A | 61,047 | $17.1M | 0.53% | −1,075−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 60,921 | $17.1M | 0.06% | −2,459−3.9% | Reduced |
| Storebrand Asset Management AS | 60,900 | $17.1M | 0.08% | −593−1.0% | Reduced |
| Daiwa Securities Group Inc. | 59,732 | $16.7M | 0.10% | −7,503−11.2% | Reduced |
| Macquarie Group Ltd | 58,402 | $16.4M | 0.01% | −3,087−5.0% | Reduced |
| SEI Investments Co | 57,480 | $16.2M | 0.03% | +5,386+10.3% | Added |
| Polar Capital Holdings Plc | 57,396 | $16.1M | 0.09% | +90.0% | Added |
| Janney Montgomery Scott LLC | 57,217 | $16.0M | 0.07% | −9,979−14.9% | Reduced |
| Korea Investment CORP | 56,700 | $15.9M | 0.04% | +13,300+30.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,894 | $14.3M | 0.30% | +3,848+8.2% | Added |
| AMF Pensionsforsakring AB | 50,743 | $14.2M | 0.11% | −3,486−6.4% | Reduced |
| Baker Chad R | 50,695 | $14.2M | 3.20% | −40−0.1% | Reduced |
| North Star Asset Management Inc | 50,366 | $14.1M | 0.78% | +775+1.6% | Added |
| Asset Management One Co.,Ltd. | 49,353 | $13.8M | 0.05% | −5,242−9.6% | Reduced |
| Jupiter Asset Management Ltd | 48,816 | $13.7M | 0.16% | −8,956−15.5% | Reduced |
| Forsta Ap-Fonden | 48,700 | $13.6M | 0.15% | +1,600+3.4% | Added |
| Cabot Wealth Management Inc | 47,755 | $13.4M | 1.80% | +535+1.1% | Added |
| Keybank National Association | 47,628 | $13.3M | 0.06% | −592−1.2% | Reduced |
| Congress Asset Management Co | 45,506 | $12.7M | 0.11% | −1,175−2.5% | Reduced |
| Glenmede Trust Co NA | 45,160 | $12.6M | 0.06% | −962−2.1% | Reduced |
| Umb Bank N A | 44,896 | $12.6M | 0.17% | −19,359−30.1% | Reduced |
| Commerce Bank | 44,882 | $12.6M | 0.09% | +2,109+4.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,495 | $12.5M | 0.12% | +6,899+18.4% | Added |
| Treasurer of the State of North Carolina | 44,383 | $12.4M | 0.07% | +693+1.6% | Added |
| TD Asset Management Inc | 43,237 | $12.1M | 0.01% | −332−0.8% | Reduced |
| Jane Street Group, LLC | 43,149 | $12.1M | 0.02% | +19,408+81.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,963 | $12.0M | 0.02% | +792+1.9% | Added |
| Flputnam Investment Management Co | 41,886 | $11.7M | 0.37% | −1,416−3.3% | Reduced |
| Guardian Capital LP | 41,531 | $11.6M | 0.23% | +73+0.2% | Added |
| Royal London Asset Management Ltd | 40,921 | $11.5M | 0.04% | +1,610+4.1% | Added |
| Tenere Capital LLC | 40,766 | $11.4M | 4.37% | +20,127+97.5% | Added |
| Varma Mutual Pension Insurance Co | 40,000 | $11.2M | 0.13% | +15,000+60.0% | Added |
| Teacher Retirement System of Texas | 39,878 | $11.2M | 0.06% | −5,059−11.3% | Reduced |
| LMCG Investments, LLC | 39,146 | $11.0M | 0.64% | +39,146 | New |
| Standard Life Aberdeen plc | 39,021 | $10.9M | 0.03% | −13,894−26.3% | Reduced |
| Rockefeller Capital Management L.P. | 39,060 | $10.9M | 0.05% | −493−1.2% | Reduced |
| Handelsbanken Fonder AB | 38,973 | $10.9M | 0.06% | −3,955−9.2% | Reduced |
| Retirement Systems of Alabama | 38,499 | $10.8M | 0.04% | +68+0.2% | Added |
| Bridgewater Associates, LP | 38,365 | $10.7M | 0.04% | +38,365 | New |
| Bartlett & Co. Wealth Management LLC | 38,223 | $10.7M | 0.19% | −1,137−2.9% | Reduced |
| Bartlett & Co. LLC | 38,223 | $10.7M | 0.19% | −1,137−2.9% | Reduced |
| Shell Asset Management Co | 38,000 | $10.6M | 0.25% | −12,825−25.2% | Reduced |
| Advisor Group Holdings, Inc. | 42,859 | $10.6M | 0.02% | −1,357−3.1% | Reduced |
| USS Investment Management Ltd | 37,582 | $10.5M | 0.09% | +4,329+13.0% | Added |
| Broderick Brian C | 37,502 | $10.5M | 2.68% | +526+1.4% | Added |
| Truist Financial Corp | 37,152 | $10.4M | 0.02% | +16,550+80.3% | Added |
| American International Group, Inc. | 36,971 | $10.4M | 0.06% | −887−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 36,253 | $10.2M | 0.67% | +3,059+9.2% | Added |
| Synovus Financial Corp | 36,078 | $10.1M | 0.11% | −2,371−6.2% | Reduced |
| NN Investment Partners Holdings N.V. | 35,984 | $10.1M | 0.05% | −5,660−13.6% | Reduced |
| Isthmus Partners, LLC | 35,730 | $10.0M | 1.64% | +1,817+5.4% | Added |
| Sandler Capital Management | 35,720 | $10.0M | 1.51% | +1,620+4.8% | Added |
| Alyeska Investment Group, L.P. | 35,528 | $9.95M | 0.11% | +35,528 | New |
| Skandinaviska Enskilda Banken AB (publ) | 35,141 | $9.84M | 0.06% | −2,664−7.0% | Reduced |