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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 176 | $35.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 180 | $36.0K | 0.00% | −40−18.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 183 | $36.0K | 0.01% | −4−2.1% | Reduced |
| Motco | 182 | $36.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 188 | $37.0K | 0.00% | +4+2.2% | Added |
| TSFG, LLC | 190 | $38.0K | 0.02% | +1+0.5% | Added |
| Zions Bancorporation, N.A. | 193 | $38.0K | 0.00% | +54+38.8% | Added |
| Hantz Financial Services, Inc. | 189 | $38.0K | 0.00% | +189 | New |
| Eagle Bay Advisors LLC | 195 | $38.9K | 0.02% | +195 | New |
| Monetary Management Group Inc | 195 | $39.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $39.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $40.0K | 0.01% | −260−56.5% | Reduced |
| Independence Bank of Kentucky | 200 | $40.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $42.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $42.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 215 | $43.0K | 0.02% | −162−43.0% | Reduced |
| Glassman Wealth Services | 228 | $45.0K | 0.01% | −11−4.6% | Reduced |
| Logan Capital Management Inc | 234 | $47.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 243 | $48.0K | 0.02% | +196+417.0% | Added |
| Central Bank & Trust Co | 248 | $49.0K | 0.01% | −860−77.6% | Reduced |
| Oakworth Capital, Inc. | 244 | $49.0K | 0.00% | −56−18.7% | Reduced |
| Lowe Wealth Advisors, LLC | 248 | $49.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 244 | $49.0K | 0.00% | +13+5.6% | Added |
| Hallmark Capital Management Inc | 250 | $50.0K | 0.00% | −600−70.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $51.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 263 | $52.0K | 0.00% | −326−55.3% | Reduced |
| Newfound Research LLC | 262 | $52.0K | 0.11% | −153−36.9% | Reduced |
| Versant Capital Management, Inc | 261 | $52.0K | 0.02% | −3−1.1% | Reduced |
| Altshuler Shaham Ltd | 272 | $54.0K | 0.00% | −143−34.5% | Reduced |
| TCI Wealth Advisors, Inc. | 291 | $58.0K | 0.01% | −28−8.8% | Reduced |
| Ellevest, Inc. | 310 | $62.0K | 0.01% | −60−16.2% | Reduced |
| Northern Oak Wealth Management Inc | 320 | $64.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $64.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 324 | $65.0K | 0.07% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 335 | $67.0K | 0.00% | −6,759−95.3% | Reduced |
| KB Financial Partners, LLC | 347 | $69.0K | 0.02% | +103+42.2% | Added |
| Covestor Ltd | 347 | $69.0K | 0.06% | +136+64.5% | Added |
| First Command Bank | 361 | $72.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $72.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 360 | $72.0K | 0.01% | +37+11.5% | Added |
| Lake Point Wealth Management | 366 | $73.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 373 | $74.0K | 0.01% | +13+3.6% | Added |
| American National Bank | 375 | $75.0K | 0.02% | +26+7.4% | Added |
| CX Institutional | 375 | $75.0K | 0.01% | +375 | New |
| TFC Financial Management | 379 | $76.0K | 0.02% | −420−52.6% | Reduced |
| Strategic Asset Management, LLC | 388 | $77.0K | 0.12% | −6−1.5% | Reduced |
| Prospera Financial Services Inc | 405 | $81.0K | 0.00% | −389−49.0% | Reduced |
| Private Ocean, LLC | 420 | $83.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 310 | $87.0K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 459 | $91.0K | 0.01% | +459 | New |
| Caldwell Trust Co | 464 | $92.5K | 0.01% | +100+27.5% | Added |
| AlphaMark Advisors, LLC | 482 | $96.0K | 0.04% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 480 | $96.0K | 0.00% | +247+106.0% | Added |
| ACG Wealth | 488 | $97.0K | 0.02% | +488 | New |
| AdvisorNet Financial, Inc | 500 | $100.0K | 0.01% | −562−52.9% | Reduced |
| Hoertkorn Richard Charles | 500 | $100.0K | 0.06% | 00.0% | Unchanged |
| South Dakota Investment Council | 500 | $100.0K | 0.00% | +500 | New |
| Tompkins Financial Corp | 516 | $103.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 508 | $105.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 536 | $107.0K | 0.01% | −14−2.5% | Reduced |
| Penserra Capital Management LLC | 542 | $108.0K | 0.00% | −10−1.8% | Reduced |
| Tobam | 544 | $108.0K | 0.01% | +245+81.9% | Added |
| Acadian Asset Management LLC | 563 | $112.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 578 | $115.0K | 0.01% | +25+4.5% | Added |
| Scissortail Wealth Management, LLC | 354 | $123.0K | 0.05% | +354 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $126.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 639 | $127.0K | 0.00% | −494−43.6% | Reduced |
| MCF Advisors LLC | 658 | $131.0K | 0.01% | +31+4.9% | Added |
| Quadrant Capital Group LLC | 678 | $135.0K | 0.02% | +49+7.8% | Added |
| Tradition Wealth Management, LLC | 682 | $136.0K | 0.02% | +4+0.6% | Added |
| Sofos Investments, Inc. | 398 | $138.0K | 0.01% | −722−64.5% | Reduced |
| Pittenger & Anderson Inc | 696 | $139.0K | 0.01% | −251−26.5% | Reduced |
| Tevis Investment Management | 695 | $139.0K | 0.13% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $140.0K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 712 | $142.0K | 0.01% | −2,337−76.6% | Reduced |
| Hills Bank & Trust Co | 717 | $143.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 726 | $145.0K | 0.04% | +647+819.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 734 | $146.0K | 0.01% | −200−21.4% | Reduced |
| Erste Asset Management GmbH | 782 | $155.9K | 0.00% | −1,710−68.6% | Reduced |
| Sentry Investment Management LLC | 783 | $156.0K | 0.07% | −153−16.3% | Reduced |
| Hanson & Doremus Investment Management | 796 | $159.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 802 | $160.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 817 | $162.8K | 0.01% | +82+11.2% | Added |
| Key Financial Inc | 851 | $169.0K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 862 | $172.0K | 0.01% | +862 | New |
| Hudock, Inc. | 882 | $175.0K | 0.06% | +1+0.1% | Added |
| FourThought Financial, LLC | 894 | $178.0K | 0.03% | −64−6.7% | Reduced |
| Trust Co of Vermont | 913 | $182.0K | 0.01% | +1+0.1% | Added |
| Assetmark, Inc | 932 | $186.0K | 0.00% | −1,362−59.4% | Reduced |
| Marshall & Sullivan Inc | 950 | $189.0K | 0.12% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 948 | $189.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 946 | $189.0K | 0.00% | +471+99.2% | Added |
| Ronald Blue Trust, Inc. | 697 | $195.0K | 0.00% | +697 | New |
| Edmond de Rothschild Holding S.A. | 984 | $196.0K | 0.00% | −116−10.5% | Reduced |
| Gradient Investments LLC | 984 | $196.0K | 0.01% | −26−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 981 | $196.0K | 0.02% | +35+3.7% | Added |
| Tiemann Investment Advisors, LLC | 987 | $197.0K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $199.3K | 0.03% | 00.0% | Unchanged |
| Atom Investors LP | 1,004 | $200.0K | 0.09% | +1,004 | New |
| Rockbridge Investment Management, LCC | 1,008 | $200.9K | 0.04% | 00.0% | Unchanged |