Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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, Q2 2022

Institutional positions in Rockwell Automation, Inc as of Jun 30, 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: 976; −59 vs. Q1 2022
Shares held: 92.7M; +1.38M (+1.5%) vs. Q1 2022
Total value: $18.5B; −$6.96B (−27.4%) vs. Q1 2022
New holders: 97; 376 more added
Sold out: 156; 335 more reduced

17 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 976 institutions

Value heldQ2 2022: $18.5B

Institutions holding ROK and their total value by quarter
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, Q2 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2022.

Institutions holding ROK in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
SOA Wealth Advisors, LLC.	2	$0	0.00%	−12−85.7%	Reduced
J.Safra Asset Management Corp	164	$0	0.00%	−337−67.3%	Reduced
Curi Capital	1	$0	0.00%	00.0%	Unchanged
Archer Investment Corp	4	$797	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	3	$1.00K	0.00%	−8−72.7%	Reduced
Manchester Capital Management LLC	7	$1.00K	0.00%	+1+16.7%	Added
Larson Financial Group LLC	5	$1.00K	0.00%	00.0%	Unchanged
Surevest, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$1.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	5	$1.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	5	$1.00K	0.00%	+5	New
Fairfield, Bush & Co.	7	$1.00K	0.00%	+7	New
Tfo-TDC, LLC	7	$1.00K	0.00%	+7	New
Money Concepts Capital Corp	11	$2.00K	0.00%	−236−95.5%	Reduced
Private Capital Group, LLC	12	$2.00K	0.00%	−7−36.8%	Reduced
Atwood & Palmer Inc	10	$2.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	11	$2.00K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.00K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	8	$2.00K	0.00%	00.0%	Unchanged
Itau Unibanco Holding S.A.	8	$2.00K	0.00%	+8	New
Plante Moran Financial Advisors, LLC	8	$2.00K	0.00%	+8	New
Better Money Decisions, LLC	9	$2.00K	0.00%	+9	New
Concord Wealth Partners	16	$3.00K	0.00%	−340−95.5%	Reduced
Investors Research Corp	15	$3.00K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	15	$3.00K	0.00%	+8+114.3%	Added
Global Wealth Management Investment Advisory, Inc.	13	$3.00K	0.00%	+13	New
Jones Financial Companies LLLP	21	$4.00K	0.00%	−810−97.5%	Reduced
West Oak Capital, LLC	18	$4.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	18	$4.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$4.98K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	25	$5.00K	0.00%	−10−28.6%	Reduced
Patriot Financial Group Insurance Agency, LLC	26	$5.00K	0.00%	−2−7.1%	Reduced
Harbor Investment Advisory, LLC	25	$5.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$5.00K	0.00%	00.0%	Unchanged
Schubert & Co	27	$5.00K	0.00%	+19+237.5%	Added
Prestige Wealth Management Group LLC	23	$5.00K	0.00%	+22+2,200.0%	Added
Core Alternative Capital	28	$6.00K	0.00%	−25−47.2%	Reduced
Financial Management Professionals, Inc.	31	$6.00K	0.00%	+6+24.0%	Added
GW&K Investment Management, LLC	32	$6.00K	0.00%	+22+220.0%	Added
CNB Bank	36	$7.00K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	38	$7.57K	0.00%	−5−11.6%	Reduced
Global Financial Private Client, LLC	39	$7.75K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	42	$8.00K	0.00%	−14−25.0%	Reduced
Creative Financial Designs Inc	39	$8.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	39	$8.00K	0.00%	00.0%	Unchanged
Zullo Investment Group, Inc.	41	$8.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	47	$9.00K	0.01%	−21−30.9%	Reduced
First Manhattan Co	50	$9.00K	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	45	$9.00K	0.00%	00.0%	Unchanged
Earnest Partners LLC	46	$9.00K	0.00%	00.0%	Unchanged
Arlington Partners LLC	45	$9.00K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	43	$9.00K	0.00%	+5+13.2%	Added
MV Capital Management, Inc.	47	$9.00K	0.00%	+12+34.3%	Added
Rosenberg Matthew Hamilton	46	$9.00K	0.00%	+46	New
Fairfield Financial Advisors, LTD	50	$9.97K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	51	$10.0K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	50	$10.0K	0.00%	00.0%	Unchanged
Regency Capital Management Inc.	50	$10.0K	0.01%	+50	New
Maryland Capital Advisors Inc.	50	$10.0K	0.01%	+50	New
Glen Eagle Advisors, LLC	55	$11.0K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	53	$11.0K	0.00%	+2+3.9%	Added
GPS Wealth Strategies Group, LLC	62	$12.0K	0.00%	00.0%	Unchanged
Lee Financial Co	58	$12.0K	0.00%	+58	New
Wolff Wiese Magana LLC	65	$13.0K	0.01%	−278−81.0%	Reduced
TD Ameritrade Investment Management, LLC	63	$13.0K	0.00%	−9−12.5%	Reduced
Ancora Advisors, LLC	64	$13.0K	0.00%	+2+3.2%	Added
TD Waterhouse Canada Inc.	66	$13.1K	0.00%	−78−54.2%	Reduced
Capital Directions Investment Advisors, LLC	70	$14.0K	0.00%	−31−30.7%	Reduced
Sargent Bickham Lagudis LLC	72	$14.0K	0.00%	+9+14.3%	Added
New Millennium Group LLC	71	$14.0K	0.01%	+71	New
West Paces Advisors Inc.	72	$14.3K	0.00%	+4+5.9%	Added
Sierra Capital LLC	73	$15.0K	0.00%	−17−18.9%	Reduced
Sugarloaf Wealth Management, LLC	76	$15.0K	0.00%	+1+1.3%	Added
Essex Investment Management Co LLC	80	$16.0K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	80	$16.0K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	91	$18.0K	0.01%	+1+1.1%	Added
City State Bank	90	$18.0K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	90	$18.0K	0.00%	+55+157.1%	Added
Bell Investment Advisors, Inc	88	$18.0K	0.01%	+88	New
Knuff & Co LLC	100	$20.0K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	100	$20.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	112	$22.3K	0.01%	00.0%	Unchanged
Geneos Wealth Management Inc.	130	$25.0K	0.00%	−17−11.6%	Reduced
Baldwin Brothers Inc	128	$26.0K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	131	$26.0K	0.02%	+3+2.3%	Added
Hexagon Capital Partners LLC	130	$26.0K	0.01%	+50+62.5%	Added
Parkside Financial Bank & Trust	136	$27.0K	0.01%	+46+51.1%	Added
Heritage Financial Services, LLC	138	$27.0K	0.02%	+138	New
Neo Ivy Capital Management	148	$29.0K	0.08%	+148	New
SRS Capital Advisors, Inc.	148	$30.0K	0.00%	+17+13.0%	Added
Quent Capital, LLC	153	$31.0K	0.01%	−24−13.6%	Reduced
Community Bank, N.A.	155	$31.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	156	$31.0K	0.01%	+1+0.6%	Added
Total Clarity Wealth Management, Inc.	157	$31.0K	0.02%	+157	New
Anchor Investment Management, LLC	170	$33.9K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	171	$34.0K	0.01%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	170	$34.0K	0.03%	00.0%	Unchanged