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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 1,240 | $347.0K | 0.02% | −392−24.0% | Reduced |
| Focus Financial Network, Inc. | 1,239 | $346.9K | 0.02% | +1,239 | New |
| Bridge Advisory, LLC | 1,236 | $346.0K | 0.15% | −3−0.2% | Reduced |
| Ritholtz Wealth Management | 1,231 | $345.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,230 | $344.0K | 0.02% | −150−10.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,230 | $344.0K | 0.04% | +80+7.0% | Added |
| Steinberg Asset Management LLC | 1,223 | $342.0K | 0.31% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,219 | $341.0K | 0.01% | −283−18.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $340.0K | 0.10% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,215 | $340.0K | 0.03% | +23+1.9% | Added |
| Quantamental Technologies LLC | 1,209 | $339.0K | 0.20% | −3,466−74.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,211 | $339.0K | 0.14% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,201 | $336.0K | 0.10% | −9−0.7% | Reduced |
| Lido Advisors, LLC | 1,197 | $335.0K | 0.01% | −2,365−66.4% | Reduced |
| Hilltop Holdings Inc. | 1,196 | $335.0K | 0.04% | −65−5.2% | Reduced |
| Merit Financial Group, LLC | 1,196 | $335.0K | 0.02% | +103+9.4% | Added |
| Great Lakes Advisors, LLC | 1,193 | $334.0K | 0.01% | −11−0.9% | Reduced |
| Gofen & Glossberg LLC | 1,190 | $333.0K | 0.01% | +1+0.1% | Added |
| Cannon Financial Strategists, Inc. | 1,184 | $331.5K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,182 | $331.0K | 0.07% | 00.0% | Unchanged |
| Capital City Trust Co | 1,175 | $329.0K | 0.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,170 | $328.0K | 0.00% | +336+40.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,155 | $323.0K | 0.02% | −25−2.1% | Reduced |
| Verity Asset Management, Inc. | 1,141 | $320.0K | 0.20% | −218−16.0% | Reduced |
| Bradley Foster & Sargent Inc | 1,137 | $318.0K | 0.01% | +1,137 | New |
| West Bancorporation Inc | 1,133 | $317.0K | 0.20% | −248−18.0% | Reduced |
| Linscomb & Williams, Inc. | 1,131 | $317.0K | 0.02% | −58−4.9% | Reduced |
| Brown Brothers Harriman & Co | 1,133 | $317.0K | 0.00% | +698+160.5% | Added |
| Annex Advisory Services, LLC | 1,127 | $315.0K | 0.02% | −125−10.0% | Reduced |
| Foundry Partners, LLC | 1,123 | $314.0K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $314.0K | 0.13% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,116 | $312.0K | 0.01% | −40−3.5% | Reduced |
| Ballentine Partners, LLC | 1,114 | $312.0K | 0.01% | −34−3.0% | Reduced |
| United Bank | 1,115 | $312.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,111 | $311.0K | 0.01% | −990−47.1% | Reduced |
| Central Bank & Trust Co | 1,108 | $310.0K | 0.05% | +1,108 | New |
| Smithfield Trust Co | 1,107 | $308.0K | 0.02% | −401−26.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,100 | $308.0K | 0.01% | +617+127.7% | Added |
| Milestone Advisory Partners | 1,100 | $308.0K | 0.17% | +1,100 | New |
| Parallel Advisors, LLC | 1,083 | $304.0K | 0.01% | −154−12.4% | Reduced |
| Accurate Wealth Management, LLC | 1,083 | $303.0K | 0.14% | +170+18.6% | Added |
| Founders Financial Securities LLC | 1,080 | $302.0K | 0.05% | +80+8.0% | Added |
| Strengthening Families & Communities, LLC | 1,078 | $302.0K | 0.19% | +159+17.3% | Added |
| Amica Retiree Medical Trust | 1,077 | $302.0K | 0.28% | +1,077 | New |
| EP Wealth Advisors, LLC | 1,076 | $301.0K | 0.01% | −603−35.9% | Reduced |
| Verus Capital Partners, LLC | 1,320 | $301.0K | 0.05% | +1,320 | New |
| Cerity Partners LLC | 1,072 | $300.0K | 0.00% | −266−19.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $300.0K | 0.01% | +335+31.4% | Added |
| Capital Investment Advisory Services, LLC | 1,067 | $299.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,062 | $298.0K | 0.02% | −396−27.2% | Reduced |
| Capital Advisors Inc | 1,057 | $296.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,057 | $296.0K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,050 | $294.0K | 0.05% | −59−5.3% | Reduced |
| Nwam LLC | 1,048 | $294.0K | 0.02% | +435+71.0% | Added |
| Centric Wealth Management | 1,045 | $293.0K | 0.09% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,046 | $293.0K | 0.19% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,040 | $291.0K | 0.01% | +58+5.9% | Added |
| Rehmann Capital Advisory Group | 1,034 | $289.6K | 0.03% | −92−8.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,032 | $289.0K | 0.03% | −1,256−54.9% | Reduced |
| Vista Finance, LLC | 1,033 | $289.0K | 0.43% | −116−10.1% | Reduced |
| Keel Point, LLC | 1,030 | $289.0K | 0.04% | −23−2.2% | Reduced |
| Pitcairn Co | 1,032 | $289.0K | 0.03% | −1−0.1% | Reduced |
| Horizon Investments, LLC | 1,029 | $287.0K | 0.01% | +120+13.2% | Added |
| Rockbridge Investment Management, LCC | 1,008 | $286.8K | 0.04% | −50−4.7% | Reduced |
| Exane Derivatives | 1,023 | $286.5K | 0.08% | +91+9.8% | Added |
| Kelly Financial Services LLC | 1,021 | $285.8K | 0.13% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,014 | $284.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,011 | $283.0K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,010 | $283.0K | 0.01% | +26+2.6% | Added |
| Certified Advisory Corp | 1,008 | $282.0K | 0.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,007 | $282.0K | 0.05% | +1,007 | New |
| Estabrook Capital Management | 1,000 | $280.0K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $280.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $280.0K | 0.09% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $280.0K | 0.17% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $280.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $276.0K | 0.13% | −375−27.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $275.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 978 | $274.0K | 0.10% | −27−2.7% | Reduced |
| Madden Securities Corp | 980 | $274.0K | 0.12% | +980 | New |
| Solstein Capital, LLC | 976 | $273.0K | 0.18% | −1,179−54.7% | Reduced |
| Summit Trail Advisors, LLC | 976 | $273.0K | 0.02% | +976 | New |
| Lakeview Capital Partners, LLC | 972 | $272.0K | 0.14% | 00.0% | Unchanged |
| FourThought Financial, LLC | 958 | $268.0K | 0.03% | −120−11.1% | Reduced |
| Keene & Associates, Inc. | 955 | $267.0K | 0.22% | −444−31.7% | Reduced |
| FinTrust Capital Advisors, LLC | 953 | $267.0K | 0.06% | +1+0.1% | Added |
| Stanley-Laman Group, Ltd. | 953 | $267.0K | 0.04% | +953 | New |
| Marshall & Sullivan Inc | 950 | $266.0K | 0.15% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $266.0K | 0.05% | +950 | New |
| Brewin Dolphin Ltd | 948 | $265.0K | 0.01% | −63−6.2% | Reduced |
| Smart Money Group LLC | 946 | $265.0K | 0.18% | −16−1.7% | Reduced |
| Bowman & Co S.C. | 946 | $265.0K | 0.20% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 947 | $265.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 946 | $265.0K | 0.03% | +45+5.0% | Added |
| Level Four Advisory Services, LLC | 947 | $265.0K | 0.02% | +947 | New |
| Sentry Investment Management LLC | 936 | $262.0K | 0.08% | −2,907−75.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 934 | $262.0K | 0.02% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 932 | $261.0K | 0.00% | +87+10.3% | Added |
| KLCM Advisors, Inc. | 927 | $260.0K | 0.06% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 930 | $260.0K | 0.18% | +4+0.4% | Added |