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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −6,482−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Chemung Canal Trust Co | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pettyjohn, Wood & White, Inc | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Keene & Associates, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Smart Money Group LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Bowman & Co S.C. | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| ERn Financial, LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Bishop & Co Investment Management, LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −68,327−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Advance Capital Management, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bruderman Asset Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Wells Trecaso Financial Group, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| O'Keefe Stevens Advisory, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Salem Capital Management Inc | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Maple Capital Management, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |