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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 34,766 | $9.74M | 0.06% | +9,140+35.7% | Added |
| Aviva PLC | 34,304 | $9.61M | 0.05% | −2,617−7.1% | Reduced |
| State of Michigan Retirement System | 33,881 | $9.49M | 0.05% | +84+0.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,311 | $9.33M | 0.33% | −192−0.6% | Reduced |
| Banque Pictet & Cie SA | 32,954 | $9.23M | 0.07% | −460−1.4% | Reduced |
| Moreno Evelyn V | 32,731 | $9.17M | 1.86% | −415−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 32,593 | $9.13M | 0.18% | −37−0.1% | Reduced |
| M. Kraus & Co | 31,948 | $8.95M | 3.01% | +57+0.2% | Added |
| Arizona State Retirement System | 31,825 | $8.91M | 0.07% | +47+0.1% | Added |
| Brown Advisory Inc | 30,818 | $8.63M | 0.01% | +676+2.2% | Added |
| Crossvault Capital Management LLC | 30,787 | $8.62M | 2.78% | +280+0.9% | Added |
| Amalgamated Bank | 30,073 | $8.42M | 0.07% | +130.0% | Added |
| Amalgamated Financial Corp. | 30,073 | $8.42M | 0.07% | +30,073 | New |
| Rockland Trust Co | 29,900 | $8.37M | 0.53% | +3,332+12.5% | Added |
| Formuepleje A/S | 29,738 | $8.35M | 0.36% | +2,372+8.7% | Added |
| HighTower Advisors, LLC | 29,640 | $8.31M | 0.02% | −636−2.1% | Reduced |
| Kidder Stephen W | 29,642 | $8.30M | 2.68% | +120+0.4% | Added |
| Zacks Investment Management | 29,498 | $8.26M | 0.11% | +1,752+6.3% | Added |
| Meitav Dash Investments Ltd | 29,694 | $8.25M | 0.12% | +29,694 | New |
| Westpac Banking Corp | 29,064 | $8.14M | 0.09% | −3,978−12.0% | Reduced |
| Gulf International Bank (UK) Ltd | 27,792 | $7.78M | 0.12% | −3,872−12.2% | Reduced |
| Azimuth Capital Management LLC | 27,735 | $7.77M | 0.33% | −565−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,707 | $7.76M | 0.37% | +1,892+7.3% | Added |
| Susquehanna Fundamental Investments, LLC | 27,670 | $7.75M | 0.15% | +12,114+77.9% | Added |
| Alight Capital Management LP | 27,500 | $7.70M | 3.58% | +27,500 | New |
| Susquehanna International Group, LLP | 27,308 | $7.65M | 0.01% | −8,831−24.4% | Reduced |
| Oppenheimer & Co Inc | 27,091 | $7.59M | 0.14% | +3,488+14.8% | Added |
| Robeco Institutional Asset Management B.V. | 26,998 | $7.56M | 0.02% | −740−2.7% | Reduced |
| State of Alaska, Department of Revenue | 26,993 | $7.56M | 0.08% | −1,320−4.7% | Reduced |
| Puzo Michael J | 26,896 | $7.53M | 2.27% | +264+1.0% | Added |
| Nisa Investment Advisors, LLC | 26,742 | $7.49M | 0.05% | −310−1.1% | Reduced |
| Captrust Financial Advisors | 26,227 | $7.34M | 0.05% | +4,538+20.9% | Added |
| Nomura Asset Management Co Ltd | 25,757 | $7.21M | 0.04% | −11,254−30.4% | Reduced |
| Capital Fund Management S.A. | 24,750 | $6.93M | 0.18% | −12,224−33.1% | Reduced |
| Notis-McConarty Edward | 24,494 | $6.86M | 2.45% | −25−0.1% | Reduced |
| D.A. Davidson & Co. | 24,121 | $6.75M | 0.07% | −1,209−4.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,747 | $6.65M | 0.07% | +1,219+5.4% | Added |
| Oregon Public Employees Retirement Fund | 23,622 | $6.62M | 0.07% | −77−0.3% | Reduced |
| Stonegate Investment Group, LLC | 23,579 | $6.60M | 0.22% | +1,281+5.7% | Added |
| Heron Bay Capital Management | 23,565 | $6.60M | 3.24% | +241+1.0% | Added |
| Telos Capital Management, Inc. | 23,208 | $6.50M | 0.84% | +1,336+6.1% | Added |
| Vontobel Holding Ltd. | 23,114 | $6.49M | 0.06% | +5,724+32.9% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $6.47M | 0.15% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 23,041 | $6.45M | 0.07% | −9,080−28.3% | Reduced |
| Creative Planning | 22,820 | $6.39M | 0.01% | +1,662+7.9% | Added |
| ProShare Advisors LLC | 22,402 | $6.27M | 0.01% | −494−2.2% | Reduced |
| First Trust Bank, Ltd. | 22,200 | $6.22M | 7.11% | +22,200 | New |
| Comerica Bank | 22,065 | $6.01M | 0.04% | +238+1.1% | Added |
| Regal Wealth Group, Inc. | 22,538 | $6.00M | 3.74% | −125−0.6% | Reduced |
| Contravisory Investment Management, Inc. | 21,249 | $5.95M | 1.69% | +37+0.2% | Added |
| Portland Global Advisors LLC | 21,198 | $5.94M | 1.02% | +1,163+5.8% | Added |
| First Republic Investment Management, Inc. | 21,195 | $5.93M | 0.01% | −1,188−5.3% | Reduced |
| Sandy Spring Bank | 20,806 | $5.83M | 0.30% | +801+4.0% | Added |
| Richard C. Young & CO., LTD. | 20,744 | $5.81M | 0.74% | −476−2.2% | Reduced |
| Utah Retirement Systems | 20,734 | $5.81M | 0.08% | −300−1.4% | Reduced |
| Fiduciary Trust Co | 20,465 | $5.73M | 0.10% | −32−0.2% | Reduced |
| Cyrus J. Lawrence, LLC | 20,209 | $5.66M | 1.30% | +20,209 | New |
| Drystone LLC | 20,175 | $5.65M | 6.85% | −286−1.4% | Reduced |
| Lipe & Dalton | 20,048 | $5.61M | 2.74% | −405−2.0% | Reduced |
| Twin Tree Management, LP | 18,997 | $5.32M | 0.10% | +17,255+990.5% | Added |
| Tredje AP-fonden | 18,800 | $5.26M | 0.11% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 18,719 | $5.24M | 0.02% | −596−3.1% | Reduced |
| Bill Few Associates, Inc. | 18,279 | $5.12M | 2.79% | +758+4.3% | Added |
| Ieq Capital, LLC | 18,111 | $5.07M | 0.12% | +6,540+56.5% | Added |
| Tower Research Capital LLC (TRC) | 18,009 | $5.04M | 0.05% | +8,752+94.5% | Added |
| British Columbia Investment Management Corp | 17,906 | $5.01M | 0.03% | −2,480−12.2% | Reduced |
| Natixis Advisors, L.P. | 17,856 | $5.00M | 0.02% | −1,865−9.5% | Reduced |
| IFM Investors Pty Ltd | 17,839 | $5.00M | 0.08% | +2,688+17.7% | Added |
| Birch Hill Investment Advisors LLC | 17,774 | $4.98M | 0.27% | −1,729−8.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,471 | $4.89M | 0.08% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 17,078 | $4.78M | 1.65% | −188−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 16,798 | $4.70M | 0.07% | −7,222−30.1% | Reduced |
| Mackay Shields LLC | 16,780 | $4.70M | 0.04% | −625−3.6% | Reduced |
| Mutual of America Capital Management LLC | 16,768 | $4.70M | 0.05% | +200+1.2% | Added |
| M&T Bank Corp | 16,762 | $4.69M | 0.02% | −14−0.1% | Reduced |
| Yousif Capital Management, LLC | 16,750 | $4.69M | 0.05% | +130+0.8% | Added |
| Hall Laurie J Trustee | 16,727 | $4.68M | 1.80% | −75−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,681 | $4.67M | 0.02% | −6,012−26.5% | Reduced |
| Renaissance Investment Group LLC | 18,658 | $4.67M | 1.36% | +3,727+25.0% | Added |
| Farmers & Merchants Investments Inc | 16,542 | $4.63M | 0.18% | −232−1.4% | Reduced |
| Norinchukin Bank, The | 16,319 | $4.57M | 0.06% | +6,334+63.4% | Added |
| Public Sector Pension Investment Board | 16,222 | $4.54M | 0.03% | −3,130−16.2% | Reduced |
| Whitener Capital Management, Inc. | 16,160 | $4.53M | 1.70% | +10+0.1% | Added |
| Moore Capital Management, LP | 16,084 | $4.50M | 0.15% | +16,084 | New |
| Canada Pension Plan Investment Board | 16,072 | $4.50M | 0.01% | −39,202−70.9% | Reduced |
| Sturgeon Ventures LLP | 15,573 | $4.49M | 2.42% | −142−0.9% | Reduced |
| Davis-Rea Ltd. | 44,716 | $4.43M | 2.33% | +31,578+240.4% | Added |
| KWMG, LLC | 15,606 | $4.37M | 0.60% | +1,163+8.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,547 | $4.35M | 0.04% | +989+6.8% | Added |
| Weatherly Asset Management L. P. | 15,528 | $4.35M | 0.51% | −69−0.4% | Reduced |
| Unigestion Holding SA | 15,307 | $4.30M | 0.18% | −11,671−43.3% | Reduced |
| Gateway Investment Advisers LLC | 15,241 | $4.27M | 0.04% | +326+2.2% | Added |
| Natixis | 15,215 | $4.26M | 0.01% | +14,568+2,251.6% | Added |
| Xponance, Inc. | 15,157 | $4.24M | 0.07% | +368+2.5% | Added |
| Texas Permanent School Fund | 15,072 | $4.22M | 0.06% | −926−5.8% | Reduced |
| Van Eck Associates Corp | 15,021 | $4.21M | 0.01% | +2,089+16.2% | Added |
| Cetera Advisor Networks LLC | 14,963 | $4.19M | 0.05% | +4,512+43.2% | Added |
| Fund Management at Engine No. 1 LLC | 14,930 | $4.18M | 1.05% | +14,930 | New |
| Nippon Life Global Investors Americas, Inc. | 14,690 | $4.11M | 0.22% | +4,230+40.4% | Added |
| Nissay Asset Management Corp | 14,653 | $4.10M | 0.04% | +297+2.1% | Added |