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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.68M | 0.55% | 00.0% | Unchanged |
| Freemont Management S.A. | 5,965 | $1.67M | 0.25% | +5,965 | New |
| Koshinski Asset Management, Inc. | 5,955 | $1.67M | 0.14% | −71−1.2% | Reduced |
| Arabesque Asset Management Ltd | 5,945 | $1.67M | 0.58% | −7,316−55.2% | Reduced |
| Sit Investment Associates Inc | 5,935 | $1.66M | 0.04% | −15−0.3% | Reduced |
| MML Investors Services, LLC | 5,781 | $1.62M | 0.01% | −1,267−18.0% | Reduced |
| JustInvest LLC | 5,755 | $1.61M | 0.08% | +1,705+42.1% | Added |
| Regions Financial Corp | 5,746 | $1.61M | 0.01% | −12−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,730 | $1.60M | 0.02% | +395+7.4% | Added |
| Hirtle Callaghan & Co LLC | 5,548 | $1.55M | 0.08% | +3,310+147.9% | Added |
| Cetera Advisors LLC | 5,366 | $1.50M | 0.03% | +879+19.6% | Added |
| Oppenheimer Asset Management Inc. | 5,365 | $1.50M | 0.02% | −162−2.9% | Reduced |
| Decatur Capital Management, Inc. | 5,353 | $1.50M | 0.87% | +532+11.0% | Added |
| Ninety One North America, Inc. | 5,281 | $1.48M | 0.05% | +2,697+104.4% | Added |
| Global Retirement Partners, LLC | 7,465 | $1.48M | 0.12% | +7,465 | New |
| Segall Bryant & Hamill, LLC | 5,273 | $1.48M | 0.01% | −2,875−35.3% | Reduced |
| Colony Group LLC | 5,272 | $1.48M | 0.02% | −584−10.0% | Reduced |
| Kornitzer Capital Management Inc | 5,205 | $1.46M | 0.02% | −25−0.5% | Reduced |
| WoodTrust Financial Corp | 5,177 | $1.45M | 0.29% | +1,475+39.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,170 | $1.45M | 0.03% | −617−10.7% | Reduced |
| Advisor Partners LLC | 5,152 | $1.44M | 0.09% | −300−5.5% | Reduced |
| Thrivent Financial for Lutherans | 5,105 | $1.43M | 0.00% | −988−16.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,070 | $1.42M | 0.38% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,042 | $1.41M | 0.11% | +685+15.7% | Added |
| Peregrine Capital Management LLC | 5,024 | $1.41M | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,975 | $1.39M | 0.61% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,955 | $1.39M | 0.20% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,954 | $1.39M | 0.01% | +445+9.9% | Added |
| E. Ohman J:or Asset Management AB | 4,900 | $1.37M | 0.05% | −800−14.0% | Reduced |
| Burney Co | 4,892 | $1.37M | 0.06% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,851 | $1.36M | 0.24% | +250+5.4% | Added |
| SG Americas Securities, LLC | 4,841 | $1.36M | 0.01% | +2,700+126.1% | Added |
| Franklin Street Advisors Inc | 4,826 | $1.35M | 0.11% | +2,402+99.1% | Added |
| Fort, L.P. | 4,747 | $1.33M | 0.50% | −358−7.0% | Reduced |
| Legacy Bridge, LLC | 4,734 | $1.33M | 0.77% | −90−1.9% | Reduced |
| Edgestream Partners, L.P. | 4,717 | $1.32M | 0.11% | +4,717 | New |
| Dorsey & Whitney Trust CO LLC | 4,714 | $1.32M | 0.12% | +2,433+106.7% | Added |
| Schonfeld Strategic Advisors LLC | 4,695 | $1.31M | 0.01% | +4,695 | New |
| Credential Qtrade Securities Inc. | 4,670 | $1.31M | 0.08% | +359+8.3% | Added |
| Wetherby Asset Management Inc | 4,660 | $1.30M | 0.07% | +86+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,656 | $1.30M | 0.05% | +1,549+49.9% | Added |
| Mirova | 4,627 | $1.29M | 0.17% | −20.0% | Reduced |
| Diversified Trust Co | 4,584 | $1.28M | 0.04% | −525−10.3% | Reduced |
| AlphaCrest Capital Management LLC | 4,547 | $1.27M | 0.07% | −50−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,503 | $1.26M | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,449 | $1.25M | 0.05% | +42+1.0% | Added |
| OPSEU Pension Plan Trust Fund | 4,383 | $1.24M | 0.29% | +119+2.8% | Added |
| Confluence Wealth Services, Inc. | 4,393 | $1.23M | 0.44% | +79+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,371 | $1.22M | 0.05% | +86+2.0% | Added |
| Argent Trust Co | 4,312 | $1.21M | 0.07% | −19−0.4% | Reduced |
| Paloma Partners Management Co | 4,300 | $1.20M | 0.09% | +1,172+37.5% | Added |
| Sigma Planning Corp | 4,293 | $1.20M | 0.04% | −516−10.7% | Reduced |
| Banque Cantonale Vaudoise | 4,250 | $1.19M | 0.05% | −80−1.8% | Reduced |
| Acropolis Investment Management, LLC | 4,243 | $1.19M | 0.11% | −180−4.1% | Reduced |
| Reaves W H & Co Inc | 4,244 | $1.19M | 0.04% | +744+21.3% | Added |
| Stephens Inc | 4,223 | $1.18M | 0.02% | −190−4.3% | Reduced |
| Neville Rodie & Shaw Inc | 4,100 | $1.17M | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,157 | $1.16M | 0.02% | −718−14.7% | Reduced |
| Veritable, L.P. | 4,120 | $1.15M | 0.02% | +4+0.1% | Added |
| SRB Corp | 4,088 | $1.15M | 0.06% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,930 | $1.10M | 0.40% | −10−0.3% | Reduced |
| Golden State Wealth Management, LLC | 3,876 | $1.08M | 0.21% | −48−1.2% | Reduced |
| Eudaimonia Partners, LLC | 3,859 | $1.08M | 0.18% | +3,859 | New |
| Apollon Wealth Management, LLC | 3,816 | $1.07M | 0.08% | −1,117−22.6% | Reduced |
| Wellington Management Group LLP | 3,790 | $1.06M | 0.00% | −36,816−90.7% | Reduced |
| HB Wealth Management, LLC | 3,778 | $1.06M | 0.02% | +160+4.4% | Added |
| Fayez Sarofim & Co | 3,777 | $1.06M | 0.00% | +400+11.8% | Added |
| Integrated Advisors Network LLC | 3,763 | $1.05M | 0.06% | +3,763 | New |
| Avantax Planning Partners, Inc. | 3,757 | $1.05M | 0.04% | −44−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 3,739 | $1.05M | 0.09% | −7,586−67.0% | Reduced |
| First United Bank Trust | 3,702 | $1.04M | 0.41% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,692 | $1.03M | 0.45% | 00.0% | Unchanged |
| 1st Source Bank | 3,678 | $1.03M | 0.06% | −75−2.0% | Reduced |
| Krilogy Financial LLC | 3,658 | $1.02M | 0.10% | +213+6.2% | Added |
| First Commonwealth Financial Corp | 3,653 | $1.02M | 0.33% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,649 | $1.02M | 0.03% | +107+3.0% | Added |
| Americana Partners, LLC | 4,145 | $1.02M | 0.31% | −7,875−65.5% | Reduced |
| Seeyond | 3,613 | $1.01M | 0.10% | −72−2.0% | Reduced |
| Rosenbaum Jay D. | 3,612 | $1.01M | 1.60% | −65−1.8% | Reduced |
| Carret Asset Management, LLC | 3,590 | $1.00M | 0.12% | +3,590 | New |
| AE Wealth Management LLC | 3,555 | $996.0K | 0.01% | +103+3.0% | Added |
| Private Trust Co NA | 3,529 | $988.0K | 0.15% | +840+31.2% | Added |
| Marshall Financial Group LLC | 3,506 | $982.0K | 0.40% | +3+0.1% | Added |
| Snowden Capital Advisors LLC | 3,492 | $977.0K | 0.04% | +222+6.8% | Added |
| Ci Investments Inc. | 3,469 | $971.0K | 0.00% | −1,481−29.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,398 | $964.0K | 0.01% | −8,599−71.7% | Reduced |
| Los Angeles Capital Management LLC | 3,431 | $961.0K | 0.00% | −345−9.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,430 | $961.0K | 0.09% | +367+12.0% | Added |
| Kinneret Advisory, LLC | 3,402 | $953.0K | 0.10% | +76+2.3% | Added |
| Gotham Asset Management, LLC | 3,396 | $951.0K | 0.03% | +1,903+127.5% | Added |
| Covington Capital Management | 3,352 | $939.0K | 0.03% | +655+24.3% | Added |
| Cubist Systematic Strategies, LLC | 3,303 | $925.0K | 0.01% | +1,954+144.8% | Added |
| Savant Capital, LLC | 3,267 | $915.0K | 0.03% | +426+15.0% | Added |
| MainStreet Investment Advisors LLC | 3,187 | $893.0K | 0.08% | +71+2.3% | Added |
| Advisors Capital Management, LLC | 3,161 | $885.0K | 0.02% | +403+14.6% | Added |
| Allstate Corp | 3,133 | $877.0K | 0.02% | −7,007−69.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,126 | $875.0K | 0.03% | −3,146−50.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,110 | $871.0K | 0.02% | −43−1.4% | Reduced |
| Ashfield Capital Partners, LLC | 3,107 | $870.0K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,094 | $866.0K | 0.03% | +70+2.3% | Added |