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 |
|---|---|---|---|---|---|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,049 | $864.0K | 0.06% | +1,946+176.4% | Added |
| InTrack Investment Management Inc | 3,055 | $855.0K | 0.69% | +3,055 | New |
| RBF Capital, LLC | 3,000 | $842.0K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,993 | $838.0K | 0.06% | −838−21.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,960 | $829.0K | 0.33% | −80−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,957 | $828.0K | 0.01% | +847+40.1% | Added |
| Congress Wealth Management LLC | 2,956 | $827.0K | 0.02% | −32−1.1% | Reduced |
| Lincoln National Corp | 2,940 | $824.0K | 0.02% | −9−0.3% | Reduced |
| Soros Capital Management LLC | 2,907 | $814.0K | 0.20% | +2,907 | New |
| Financial Advisory Service, Inc. | 2,853 | $799.0K | 0.08% | +924+47.9% | Added |
| Redpoint Investment Management Pty Ltd | 2,834 | $794.0K | 0.08% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 2,820 | $789.0K | 0.09% | −25−0.9% | Reduced |
| Wedbush Securities Inc | 2,780 | $778.0K | 0.04% | −396−12.5% | Reduced |
| Washington Trust Co | 2,764 | $774.0K | 0.03% | −43−1.5% | Reduced |
| NVWM, LLC | 2,756 | $772.0K | 0.24% | −55−2.0% | Reduced |
| DCM Advisors, LLC | 2,733 | $765.0K | 0.27% | −588−17.7% | Reduced |
| STRS Ohio | 2,725 | $763.0K | 0.00% | −515−15.9% | Reduced |
| Boulder Hill Capital Management LP | 2,700 | $756.0K | 0.41% | +2,700 | New |
| Ensign Peak Advisors, Inc | 2,694 | $754.0K | 0.00% | −2,990−52.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,693 | $754.0K | 0.05% | −1,153−30.0% | Reduced |
| Parsec Financial Management, Inc. | 2,680 | $751.0K | 0.03% | +53+2.0% | Added |
| ETF Managers Group, LLC | 2,646 | $743.0K | 0.01% | +59+2.3% | Added |
| Fort Point Capital Partners LLC | 2,630 | $736.0K | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,625 | $735.0K | 0.21% | −760−22.5% | Reduced |
| MAI Capital Management | 2,615 | $732.0K | 0.01% | +387+17.4% | Added |
| Dearborn Partners LLC | 2,614 | $732.0K | 0.03% | +540+26.0% | Added |
| Wealthspire Advisors, LLC | 2,591 | $726.0K | 0.02% | −510−16.4% | Reduced |
| Fiera Capital Corp | 2,594 | $726.0K | 0.00% | +841+48.0% | Added |
| Boenning & Scattergood, Inc. | 2,590 | $725.0K | 0.12% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,581 | $723.0K | 0.02% | −153−5.6% | Reduced |
| Hutchinson Capital Management | 2,572 | $720.0K | 0.17% | +10.0% | Added |
| Janney Capital Management LLC | 2,566 | $719.0K | 0.05% | +28+1.1% | Added |
| Rossmore Private Capital | 2,549 | $714.0K | 0.11% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,542 | $712.0K | 0.02% | +2,542 | New |
| Erste Asset Management GmbH | 2,492 | $703.7K | 0.01% | +2,492 | New |
| Financial Management Network Inc | 2,501 | $703.0K | 0.36% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,501 | $700.0K | 0.03% | −234−8.6% | Reduced |
| MONECO Advisors, LLC | 2,493 | $698.0K | 0.26% | +10.0% | Added |
| Marietta Investment Partners LLC | 2,456 | $688.0K | 0.16% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,440 | $683.0K | 0.19% | +295+13.8% | Added |
| TD Private Client Wealth LLC | 2,426 | $679.4K | 0.03% | −164−6.3% | Reduced |
| Greenleaf Trust | 2,414 | $676.0K | 0.01% | +39+1.6% | Added |
| Stiles Financial Services Inc | 2,412 | $675.0K | 0.34% | +7+0.3% | Added |
| Meeder Asset Management Inc | 2,407 | $674.0K | 0.03% | +2,407 | New |
| Mystic Asset Management, Inc. | 2,380 | $666.0K | 0.36% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,381 | $666.0K | 0.15% | +337+16.5% | Added |
| Trust Co of Oklahoma | 2,375 | $665.1K | 0.25% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,370 | $664.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,330 | $653.0K | 0.02% | −778−25.0% | Reduced |
| SFMG, LLC | 2,322 | $650.0K | 0.06% | −81−3.4% | Reduced |
| Claret Asset Management Corp | 2,312 | $647.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 2,299 | $644.0K | 0.01% | +1,206+110.3% | Added |
| Assetmark, Inc | 2,294 | $642.0K | 0.00% | +53+2.4% | Added |
| Prudential PLC | 2,293 | $642.0K | 0.01% | +2,293 | New |
| Washington Trust Bank | 2,273 | $637.0K | 0.07% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,254 | $631.0K | 0.02% | −10−0.4% | Reduced |
| Empirical Finance, LLC | 2,251 | $630.0K | 0.07% | +247+12.3% | Added |
| Monte Financial Group, LLC | 2,232 | $625.0K | 0.33% | +168+8.1% | Added |
| Toroso Investments, LLC | 2,217 | $621.0K | 0.02% | +191+9.4% | Added |
| Corient Capital Partners, LLC | 2,209 | $619.0K | 0.04% | −22−1.0% | Reduced |
| Bessemer Group Inc | 2,187 | $613.0K | 0.00% | −742−25.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,183 | $611.0K | 0.05% | +371+20.5% | Added |
| Nomura Holdings Inc | 2,145 | $610.0K | 0.00% | −3,595−62.6% | Reduced |
| Panagora Asset Management Inc | 2,166 | $607.0K | 0.00% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,130 | $596.0K | 0.03% | +607+39.9% | Added |
| RMB Capital Management, LLC | 2,106 | $590.0K | 0.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $588.0K | 0.20% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,091 | $585.0K | 0.02% | +149+7.7% | Added |
| Avalon Investment & Advisory | 2,086 | $584.0K | 0.01% | +737+54.6% | Added |
| Allworth Financial LP | 2,080 | $582.0K | 0.01% | +749+56.3% | Added |
| Evoke Wealth, LLC | 2,062 | $577.0K | 0.02% | +7+0.3% | Added |
| Moors & Cabot, Inc. | 2,051 | $574.0K | 0.04% | −73−3.4% | Reduced |
| Cigna Investments Inc | 2,044 | $572.0K | 0.07% | −601−22.7% | Reduced |
| Stratos Wealth Partners, LTD. | 2,028 | $568.0K | 0.01% | +282+16.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,010 | $563.0K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,006 | $562.0K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,994 | $558.0K | 0.11% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 1,988 | $557.0K | 0.26% | +1,988 | New |
| Veriti Management LLC | 1,979 | $554.0K | 0.07% | +1+0.1% | Added |
| MQS Management LLC | 1,979 | $554.0K | 0.45% | +1,979 | New |
| Maven Securities LTD | 1,975 | $553.0K | 0.11% | +1,975 | New |
| Selective Wealth Management, Inc. | 1,972 | $552.0K | 0.20% | −215−9.8% | Reduced |
| Chicago Trust Co NA | 1,950 | $546.0K | 0.12% | −25−1.3% | Reduced |
| American Portfolios Advisors | 1,947 | $545.2K | 0.02% | −1,061−35.3% | Reduced |
| MTM Investment Management, LLC | 1,943 | $544.0K | 0.26% | −35−1.8% | Reduced |
| Clarius Group, LLC | 1,558 | $544.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,920 | $540.0K | 0.01% | −138−6.7% | Reduced |
| Cresset Asset Management, LLC | 1,928 | $539.0K | 0.01% | −2,108−52.2% | Reduced |
| Signaturefd, LLC | 1,918 | $537.0K | 0.02% | −160−7.7% | Reduced |
| Inscription Capital, LLC | 1,915 | $536.0K | 0.15% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,046 | $535.0K | 0.02% | +8+0.4% | Added |
| Choate Investment Advisors | 1,907 | $534.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,900 | $532.0K | 0.02% | −6,933−78.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,901 | $532.0K | 0.06% | −7−0.4% | Reduced |
| Loveless Wealth Management LLC | 1,900 | $532.0K | 0.30% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,900 | $532.0K | 0.15% | +8+0.4% | Added |
| Cambridge Trust Co | 1,893 | $530.0K | 0.02% | +23+1.2% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $527.0K | 0.52% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,880 | $526.0K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,871 | $524.0K | 0.10% | 00.0% | Unchanged |