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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 925 | $259.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 926 | $259.0K | 0.08% | +19+2.1% | Added |
| Wealthsource Partners, LLC | 925 | $259.0K | 0.02% | +925 | New |
| ERn Financial, LLC | 921 | $258.0K | 0.06% | −902−49.5% | Reduced |
| Mission Wealth Management, LP | 916 | $257.0K | 0.01% | −3−0.3% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $257.0K | 0.11% | 00.0% | Unchanged |
| Trust Co of Vermont | 912 | $255.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 900 | $252.0K | 0.07% | −100−10.0% | Reduced |
| Professional Advisory Services Inc | 895 | $251.0K | 0.04% | 00.0% | Unchanged |
| Private Management Group Inc | 891 | $250.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 891 | $249.5K | 0.00% | −2,427−73.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 887 | $248.0K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 877 | $246.0K | 0.03% | −1,151−56.8% | Reduced |
| Citizens & Northern Corp | 880 | $246.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 881 | $246.0K | 0.07% | +1+0.1% | Added |
| Andesa Financial Management Inc. | 879 | $245.0K | 0.13% | −242−21.6% | Reduced |
| Aaron Wealth Advisors | 68,327 | $244.0K | 0.00% | +68,327 | New |
| CWS Financial Advisors, LLC | 867 | $243.0K | 0.09% | −1−0.1% | Reduced |
| Paragon Private Wealth Management, LLC | 1,120 | $241.0K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 854 | $239.0K | 0.04% | −4,698−84.6% | Reduced |
| Howland Capital Management LLC | 850 | $238.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 851 | $238.0K | 0.12% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 850 | $238.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 851 | $238.0K | 0.05% | +70+9.0% | Added |
| Merriman Wealth Management, LLC | 843 | $236.0K | 0.02% | +41+5.1% | Added |
| Orion Portfolio Solutions, LLC | 841 | $235.0K | 0.01% | −814−49.2% | Reduced |
| Dynamic Advisor Solutions LLC | 840 | $235.0K | 0.02% | −59−6.6% | Reduced |
| Reuter James Wealth Management, LLC | 837 | $234.0K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 831 | $233.0K | 0.00% | −217−20.7% | Reduced |
| Ironwood Investment Counsel, LLC | 834 | $233.0K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 668 | $233.0K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 826 | $231.0K | 0.02% | +11+1.3% | Added |
| Connecticut Wealth Management, LLC | 811 | $227.0K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 805 | $225.0K | 0.02% | −2−0.2% | Reduced |
| Central Trust Co | 802 | $225.0K | 0.01% | +74+10.2% | Added |
| Verition Fund Management LLC | 803 | $225.0K | 0.00% | +803 | New |
| Philadelphia Trust Co | 800 | $224.0K | 0.02% | −432−35.1% | Reduced |
| Advance Capital Management, Inc. | 800 | $224.0K | 0.03% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 800 | $224.0K | 0.34% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $224.0K | 0.10% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $224.0K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 800 | $224.0K | 0.03% | +30+3.9% | Added |
| TFC Financial Management | 799 | $224.0K | 0.06% | +113+16.5% | Added |
| Valley National Advisers Inc | 802 | $224.0K | 0.04% | +403+101.0% | Added |
| 1776 Wealth LLC | 798 | $223.0K | 0.13% | −212−21.0% | Reduced |
| Hanson & Doremus Investment Management | 796 | $223.0K | 0.05% | +35+4.6% | Added |
| Prospera Financial Services Inc | 794 | $223.0K | 0.01% | +794 | New |
| Aigen Investment Management, LP | 793 | $222.0K | 0.04% | −2,354−74.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 788 | $221.0K | 0.04% | +788 | New |
| First Hawaiian Bank | 781 | $219.0K | 0.01% | −80−9.3% | Reduced |
| NBT Bank N A | 780 | $218.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 776 | $217.0K | 0.03% | −207−21.1% | Reduced |
| Sunbelt Securities, Inc. | 775 | $217.0K | 0.04% | +17+2.2% | Added |
| Paragon Capital Management Ltd | 771 | $216.0K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 760 | $213.0K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 760 | $213.0K | 0.04% | +94+14.1% | Added |
| Shelton Capital Management | 758 | $212.0K | 0.01% | 00.0% | Unchanged |
| Salem Capital Management Inc | 755 | $211.0K | 0.12% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 753 | $211.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 749 | $210.0K | 0.08% | −676−47.4% | Reduced |
| Headinvest, LLC | 750 | $210.0K | 0.04% | −50−6.3% | Reduced |
| Maple Capital Management, Inc. | 750 | $210.0K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 750 | $210.0K | 0.11% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 745 | $209.0K | 0.12% | +3+0.4% | Added |
| TrinityPoint Wealth, LLC | 741 | $208.0K | 0.04% | +20+2.8% | Added |
| West Family Investments, Inc. | 738 | $207.0K | 0.06% | −85−10.3% | Reduced |
| Hoylecohen, LLC | 740 | $207.0K | 0.02% | −25−3.3% | Reduced |
| Leonteq Securities AG | 735 | $205.8K | 0.01% | +113+18.2% | Added |
| International Assets Investment Management, LLC | 731 | $205.0K | 0.04% | −83−10.2% | Reduced |
| Bell Bank | 727 | $204.0K | 0.02% | +3+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 720 | $202.0K | 0.13% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 716 | $201.0K | 0.00% | −458−39.0% | Reduced |
| Brookstone Capital Management | 756 | $201.0K | 0.00% | −12−1.6% | Reduced |
| Hills Bank & Trust Co | 717 | $201.0K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 715 | $200.0K | 0.03% | +715 | New |
| Sofos Investments, Inc. | 1,120 | $199.0K | 0.02% | −276−19.8% | Reduced |
| Professional Financial Advisors, LLC | 700 | $196.0K | 0.08% | 00.0% | Unchanged |
| Tevis Investment Management | 695 | $195.0K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 678 | $190.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $178.0K | 0.02% | +553+666.3% | Added |
| Quadrant Capital Group LLC | 629 | $176.0K | 0.02% | −114−15.3% | Reduced |
| MCF Advisors LLC | 627 | $176.0K | 0.02% | +627 | New |
| PEAK6 Investments LLC | 605 | $170.0K | 0.01% | +605 | New |
| Spire Wealth Management | 589 | $165.0K | 0.00% | −32,726−98.2% | Reduced |
| Acadian Asset Management LLC | 563 | $157.0K | 0.00% | −11,327−95.3% | Reduced |
| JFS Wealth Advisors, LLC | 553 | $155.0K | 0.01% | +21+3.9% | Added |
| Penserra Capital Management LLC | 552 | $154.0K | 0.00% | +33+6.4% | Added |
| Washington Trust Advisors, Inc. | 550 | $154.0K | 0.01% | +536+3,828.6% | Added |
| McClarren Financial Advisors, Inc. | 536 | $150.0K | 0.11% | +1+0.2% | Added |
| Accel Wealth Management | 508 | $145.0K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $144.0K | 0.02% | +516 | New |
| Hoertkorn Richard Charles | 500 | $140.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 492 | $138.0K | 0.01% | −4,298−89.7% | Reduced |
| Godsey & Gibb Associates | 487 | $136.0K | 0.05% | +362+289.6% | Added |
| AlphaMark Advisors, LLC | 481 | $135.0K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 475 | $133.0K | 0.00% | −612−56.3% | Reduced |
| CVA Family Office, LLC | 460 | $129.0K | 0.03% | +130+39.4% | Added |
| Private Ocean, LLC | 420 | $118.0K | 0.01% | −10−2.3% | Reduced |
| Altshuler Shaham Ltd | 415 | $116.0K | 0.00% | −114−21.6% | Reduced |
| Newfound Research LLC | 415 | $116.0K | 0.15% | +38+10.1% | Added |