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 |
|---|---|---|---|---|---|
| North Growth Management Ltd. | 15,000 | $4.10M | 0.76% | +15,000 | New |
| Kestra Advisory Services, LLC | 14,623 | $4.09M | 0.04% | −463−3.1% | Reduced |
| Bradley Mark J. | 14,614 | $4.09M | 2.92% | −167−1.1% | Reduced |
| Bank of Nova Scotia | 14,425 | $4.04M | 0.01% | −7,784−35.0% | Reduced |
| NewEdge Wealth, LLC | 14,054 | $3.94M | 0.17% | −10,571−42.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,893 | $3.89M | 0.42% | −50−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 13,449 | $3.77M | 0.01% | +45+0.3% | Added |
| Barr E S & Co | 13,189 | $3.69M | 0.25% | −3,280−19.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,850 | $3.60M | 0.15% | −43−0.3% | Reduced |
| Brinker Capital Investments, LLC | 12,671 | $3.55M | 0.05% | −9,860−43.8% | Reduced |
| Capital International Ltd | 12,615 | $3.53M | 0.20% | +162+1.3% | Added |
| Page Arthur B | 12,561 | $3.52M | 2.74% | −382−3.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,439 | $3.48M | 0.05% | −140−1.1% | Reduced |
| Papp L Roy & Associates | 12,301 | $3.44M | 0.43% | +103+0.8% | Added |
| Searle & Co. | 12,238 | $3.43M | 1.26% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 12,043 | $3.37M | 1.90% | −25−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.36M | 0.04% | 00.0% | Unchanged |
| Marketfield Asset Management LLC | 11,857 | $3.32M | 2.55% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,554 | $3.24M | 0.16% | +4,599+66.1% | Added |
| Parcion Private Wealth LLC | 11,635 | $3.21M | 0.30% | −2,472−17.5% | Reduced |
| Capital International Inc | 11,229 | $3.14M | 0.04% | −4,690−29.5% | Reduced |
| Smithbridge Asset Management Inc | 11,197 | $3.13M | 1.04% | +1,099+10.9% | Added |
| Lighthouse Investment Partners, LLC | 11,142 | $3.12M | 2.56% | +11,142 | New |
| CIBC Asset Management Inc | 11,100 | $3.11M | 0.01% | +114+1.0% | Added |
| Wealthfront Advisers LLC | 10,988 | $3.08M | 0.01% | +4,699+74.7% | Added |
| Hartford Investment Management Co | 10,968 | $3.07M | 0.08% | −776−6.6% | Reduced |
| Eukles Asset Management | 10,894 | $3.05M | 1.66% | −391−3.5% | Reduced |
| Everence Capital Management Inc | 10,828 | $3.03M | 0.23% | +1,930+21.7% | Added |
| Cohen Lawrence B | 10,762 | $3.01M | 1.79% | +130+1.2% | Added |
| Private Advisor Group, LLC | 10,494 | $2.94M | 0.02% | +411+4.1% | Added |
| ING Groep NV | 10,458 | $2.93M | 0.03% | −4,679−30.9% | Reduced |
| GAM Holding AG | 10,338 | $2.90M | 0.14% | −1,896−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,230 | $2.87M | 0.00% | +1,550+17.9% | Added |
| Connable Office Inc | 10,226 | $2.86M | 0.38% | +117+1.2% | Added |
| National Bank of Canada | 10,205 | $2.83M | 0.01% | +3,317+48.2% | Added |
| 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 |
| Westport Asset Management Inc | 8,000 | $2.79M | 1.26% | 00.0% | Unchanged |
| Dempze Nancy E | 9,881 | $2.77M | 2.02% | +65+0.7% | Added |
| Securian Asset Management, Inc | 9,721 | $2.72M | 0.05% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 9,516 | $2.67M | 0.03% | −127−1.3% | Reduced |
| Tudor Investment Corp Et Al | 9,483 | $2.66M | 0.07% | +9,483 | New |
| Advisory Services Network, LLC | 9,459 | $2.65M | 0.08% | −3,592−27.5% | Reduced |
| Peak Financial Advisors LLC | 9,344 | $2.62M | 2.24% | +318+3.5% | Added |
| Minot Wealth Management LLC | 9,332 | $2.61M | 0.56% | −404−4.1% | Reduced |
| Chesley Taft & Associates LLC | 9,920 | $2.61M | 0.15% | +60+0.6% | 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 |
| Venture Visionary Partners LLC | 9,084 | $2.54M | 0.17% | +1,303+16.7% | Added |
| Amica Mutual Insurance Co | 8,963 | $2.51M | 0.29% | +8,963 | New |
| Maryland State Retirement & Pension System | 8,867 | $2.48M | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,829 | $2.47M | 0.23% | +7,953+907.9% | Added |
| Pathstone Family Office, LLC | 8,699 | $2.44M | 0.06% | −92−1.0% | Reduced |
| Guggenheim Capital LLC | 8,640 | $2.42M | 0.01% | −15,863−64.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,201 | $2.30M | 0.02% | −356−4.2% | Reduced |
| Bar Harbor Trust Services | 8,196 | $2.29M | 0.69% | +611+8.1% | Added |
| Pinnacle Associates Ltd | 8,161 | $2.29M | 0.04% | −460−5.3% | Reduced |
| Centaurus Financial, Inc. | 8,149 | $2.28M | 0.18% | −40−0.5% | Reduced |
| Mercer Global Advisors Inc | 7,925 | $2.22M | 0.01% | −260−3.2% | Reduced |
| Connolly Sarah T. | 7,835 | $2.19M | 1.28% | +373+5.0% | Added |
| PFG Advisors | 7,691 | $2.15M | 0.22% | +1,317+20.7% | Added |
| MUFG Americas Holdings Corp | 7,616 | $2.13M | 0.04% | −204−2.6% | Reduced |
| Northwest Investment Counselors, LLC | 7,582 | $2.12M | 0.56% | +618+8.9% | Added |
| Capital International Sarl | 7,538 | $2.11M | 0.10% | +1,220+19.3% | Added |
| Guyasuta Investment Advisors Inc | 7,518 | $2.10M | 0.14% | +490+7.0% | Added |
| Kentucky Retirement Systems | 7,406 | $2.07M | 0.08% | +410+5.9% | Added |
| CIBC World Markets Inc. | 7,323 | $2.05M | 0.01% | −4,735−39.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,320 | $2.05M | 0.05% | +286+4.1% | Added |
| Wesbanco Bank Inc | 7,299 | $2.04M | 0.08% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 7,157 | $2.04M | 1.12% | −35−0.5% | Reduced |
| Sumitomo Life Insurance Co | 7,246 | $2.03M | 0.05% | −143−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,190 | $2.01M | 0.44% | −320−4.3% | Reduced |
| Louisiana State Employees Retirement System | 7,300 | $1.99M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,094 | $1.99M | 0.02% | −1,244−14.9% | Reduced |
| Illinois Municipal Retirement Fund | 7,096 | $1.99M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,059 | $1.98M | 0.02% | +2,925+70.8% | Added |
| Metropolitan Life Insurance Co | 7,044 | $1.97M | 0.07% | −9,374−57.1% | Reduced |
| IFP Advisors, Inc | 17,299 | $1.96M | 0.03% | +10,527+155.4% | Added |
| Natixis Investment Managers International | 7,012 | $1.96M | 0.03% | +6,491+1,245.9% | Added |
| Brookfield Asset Management Inc. | 7,004 | $1.96M | 0.01% | +7,004 | New |
| Wilkinson Global Asset Management LLC | 6,895 | $1.93M | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,899 | $1.93M | 0.17% | +6,239+945.3% | Added |
| Benedict Financial Advisors Inc | 6,865 | $1.92M | 0.51% | −61−0.9% | Reduced |
| Vectors Research Management, LLC | 6,837 | $1.92M | 0.42% | +671+10.9% | Added |
| New Mexico Educational Retirement Board | 6,776 | $1.90M | 0.07% | −300−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,690 | $1.87M | 0.06% | −4,993−42.7% | Reduced |
| First Foundation Advisors | 6,681 | $1.87M | 0.07% | −435−6.1% | Reduced |
| Occudo Quantitative Strategies LP | 6,581 | $1.84M | 0.15% | −1,653−20.1% | Reduced |
| O'Shares Investment Advisers, LLC | 6,482 | $1.81M | 0.14% | +357+5.8% | Added |
| 44 Wealth Management LLC | 6,441 | $1.80M | 0.65% | −513−7.4% | Reduced |
| Tiedemann Advisors, LLC | 6,369 | $1.78M | 0.09% | +13+0.2% | Added |
| HNP Capital LLC | 6,316 | $1.77M | 0.42% | +379+6.4% | Added |
| Capstone Investment Advisors, LLC | 6,312 | $1.77M | 0.04% | +6,312 | New |
| Raymond James Trust N.A. | 6,280 | $1.76M | 0.05% | −1,069−14.5% | Reduced |
| BNC Wealth Management, LLC | 6,179 | $1.73M | 0.85% | +369+6.4% | Added |
| Vigilant Capital Management, LLC | 6,154 | $1.72M | 0.13% | 00.0% | Unchanged |
| Ethic Inc. | 6,064 | $1.70M | 0.12% | +519+9.4% | Added |
| Cullen/Frost Bankers, Inc. | 6,053 | $1.70M | 0.03% | +596+10.9% | Added |
| Millennium Management LLC | 6,036 | $1.69M | 0.00% | −6,607−52.3% | Reduced |
| Atria Wealth Solutions, Inc. | 6,012 | $1.68M | 0.03% | +6,012 | New |