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 |
|---|---|---|---|---|---|
| Addison Capital Co | 1,859 | $521.0K | 0.25% | −75−3.9% | Reduced |
| IBM Retirement Fund | 1,854 | $519.0K | 0.07% | −81−4.2% | Reduced |
| Empirical Asset Management, LLC | 1,852 | $519.0K | 0.49% | +1,852 | New |
| HM Payson & Co | 1,850 | $518.0K | 0.01% | −12−0.6% | Reduced |
| Vestcor Inc | 1,834 | $514.0K | 0.02% | −591−24.4% | Reduced |
| First Community Trust NA | 1,836 | $514.0K | 0.49% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,835 | $514.0K | 0.06% | +823+81.3% | Added |
| Gladius Capital Management LP | 1,799 | $504.0K | 0.17% | +1,799 | New |
| Kestra Private Wealth Services, LLC | 1,762 | $493.0K | 0.02% | −299−14.5% | Reduced |
| Prudent Investors Network | 1,761 | $493.0K | 0.23% | 00.0% | Unchanged |
| Mendel Money Management | 1,760 | $493.0K | 0.24% | +1,760 | New |
| Telemus Capital, LLC | 1,752 | $491.0K | 0.04% | −696−28.4% | Reduced |
| Chilton Capital Management LLC | 1,748 | $490.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,748 | $489.0K | 0.01% | −2−0.1% | Reduced |
| Beaton Management Co. Inc. | 1,740 | $487.0K | 0.30% | +125+7.7% | Added |
| CWM, LLC | 1,735 | $486.0K | 0.00% | +281+19.3% | Added |
| Bokf, NA | 1,731 | $485.0K | 0.01% | −39−2.2% | Reduced |
| TCWP LLC | 1,718 | $481.0K | 0.09% | −32−1.8% | Reduced |
| Balentine LLC | 1,716 | $481.0K | 0.02% | +1,086+172.4% | Added |
| Triton Wealth Management, PLLC | 1,643 | $475.0K | 0.25% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,692 | $474.0K | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,683 | $471.0K | 0.03% | +37+2.2% | Added |
| Stratos Wealth Advisors, LLC | 1,676 | $470.0K | 0.04% | −67−3.8% | Reduced |
| Fragasso Group Inc. | 1,680 | $470.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,679 | $470.0K | 0.03% | +102+6.5% | Added |
| West Wealth Group, LLC | 1,675 | $469.0K | 0.19% | +7+0.4% | Added |
| Regal Investment Advisors LLC | 1,645 | $461.0K | 0.04% | −1,997−54.8% | Reduced |
| Cobblestone Capital Advisors LLC | 1,645 | $461.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $449.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,600 | $448.0K | 0.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,600 | $448.0K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,594 | $446.0K | 0.00% | +484+43.6% | Added |
| Valeo Financial Advisors, LLC | 1,591 | $446.0K | 0.02% | +660+70.9% | Added |
| Symmetry Partners, LLC | 1,590 | $445.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,572 | $440.0K | 0.03% | −4,500−74.1% | Reduced |
| Evermay Wealth Management LLC | 1,573 | $440.0K | 0.07% | −42−2.6% | Reduced |
| CAPROCK Group, Inc. | 1,567 | $439.0K | 0.04% | +49+3.2% | Added |
| Siemens Fonds Invest GmbH | 1,553 | $435.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,543 | $432.0K | 0.09% | −643−29.4% | Reduced |
| Patron Partners Advisors, LLC | 1,537 | $430.0K | 0.29% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,532 | $429.1K | 0.40% | +8+0.5% | Added |
| Baystate Wealth Management LLC | 1,533 | $429.0K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,527 | $428.0K | 0.05% | +225+17.3% | Added |
| Charter Trust Co | 1,526 | $427.0K | 0.04% | −467−23.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,520 | $426.0K | 0.02% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 1,517 | $424.0K | 0.08% | −190−11.1% | Reduced |
| Symphony Financial, Ltd. Co. | 1,564 | $424.0K | 0.10% | +565+56.6% | Added |
| Navalign, LLC | 1,648 | $423.0K | 0.18% | −155−8.6% | Reduced |
| Evercore Wealth Management, LLC | 1,512 | $423.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,508 | $422.0K | 0.02% | 00.0% | Unchanged |
| Bluestein R H & Co | 1,500 | $420.0K | 0.02% | −500−25.0% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $420.0K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $420.0K | 0.19% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,476 | $413.0K | 0.13% | +20+1.4% | Added |
| Hunter Associates Investment Management LLC | 1,450 | $406.0K | 0.13% | −150−9.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,446 | $405.0K | 0.00% | +42+3.0% | Added |
| Freestone Capital Holdings, LLC | 1,427 | $400.0K | 0.02% | −81−5.4% | Reduced |
| Wintrust Investments LLC | 1,430 | $400.0K | 0.04% | +2+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,426 | $399.0K | 0.22% | −103−6.7% | Reduced |
| Castleark Management LLC | 1,420 | $398.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 1,419 | $397.0K | 0.02% | +413+41.1% | Added |
| Great Valley Advisor Group, Inc. | 1,412 | $395.0K | 0.02% | +476+50.9% | Added |
| Middleton & Co Inc | 1,400 | $392.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $392.0K | 0.27% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $391.0K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $388.0K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,380 | $386.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,375 | $385.0K | 0.02% | −277−16.8% | Reduced |
| 9258 Wealth Management, LLC | 1,375 | $385.0K | 0.09% | −46−3.2% | Reduced |
| Wahed Invest LLC | 1,366 | $383.0K | 0.23% | −20−1.4% | Reduced |
| Strong Tower Advisory Services | 1,365 | $382.0K | 0.20% | −53−3.7% | Reduced |
| Bailard, Inc. | 1,365 | $382.0K | 0.01% | +63+4.8% | Added |
| XTX Topco Ltd | 1,365 | $382.0K | 0.17% | +1,365 | New |
| Vista Wealth Management Group, LLC | 1,362 | $381.0K | 0.06% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 1,353 | $379.0K | 0.03% | +110+8.8% | Added |
| WR Wealth Planners, LLC | 1,351 | $378.3K | 0.23% | +1,351 | New |
| Parallax Volatility Advisers, L.P. | 1,341 | $376.0K | 0.01% | +1,341 | New |
| Sound View Wealth Advisors Group, LLC | 1,339 | $375.0K | 0.07% | −659−33.0% | Reduced |
| Boston Private Wealth LLC | 1,334 | $374.0K | 0.01% | +15+1.1% | Added |
| Evergreen Capital Management LLC | 1,337 | $374.0K | 0.02% | +116+9.5% | Added |
| Tokio Marine Asset Management Co Ltd | 1,335 | $374.0K | 0.03% | +168+14.4% | Added |
| Kingsview Wealth Management, LLC | 1,333 | $373.3K | 0.02% | +212+18.9% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $372.0K | 0.91% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,474 | $372.0K | 0.03% | −103−6.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,474 | $372.0K | 0.03% | +1,474 | New |
| Sicart Associates LLC | 1,320 | $370.0K | 0.10% | −555−29.6% | Reduced |
| South State Corp. | 1,315 | $368.0K | 0.03% | +1,200+1,043.5% | Added |
| Conning Inc. | 1,310 | $367.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,309 | $367.0K | 0.09% | +134+11.4% | Added |
| EverSource Wealth Advisors, LLC | 1,309 | $366.0K | 0.09% | +350+36.5% | Added |
| Valley Brook Capital Group | 1,300 | $364.0K | 0.31% | 00.0% | Unchanged |
| Change Path, LLC | 1,289 | $361.0K | 0.02% | −708−35.5% | Reduced |
| Assenagon Asset Management S.A. | 1,288 | $361.0K | 0.00% | −74−5.4% | Reduced |
| Simmons Bank | 1,283 | $359.0K | 0.03% | +328+34.3% | Added |
| HBK Sorce Advisory LLC | 1,271 | $356.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 1,270 | $356.0K | 0.01% | +1,270 | New |
| J.W. Cole Advisors, Inc. | 1,268 | $355.0K | 0.02% | +61+5.1% | Added |
| Hyman Charles D | 1,254 | $351.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $350.0K | 0.16% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,242 | $348.0K | 0.04% | 00.0% | Unchanged |