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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 1,008 | $201.0K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,014 | $202.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,011 | $202.0K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,021 | $203.4K | 0.11% | 00.0% | Unchanged |
| Simmons Bank | 1,026 | $204.0K | 0.02% | −257−20.0% | Reduced |
| Pitcairn Co | 1,022 | $204.0K | 0.02% | −10−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,027 | $205.0K | 0.04% | +239+30.3% | Added |
| Profund Advisors LLC | 1,035 | $206.0K | 0.01% | −340−24.7% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $206.0K | 0.04% | +26+2.6% | Added |
| Castle Rock Wealth Management, LLC | 1,015 | $206.0K | 0.11% | +1,015 | New |
| Accurate Wealth Management, LLC | 1,044 | $208.0K | 0.11% | −39−3.6% | Reduced |
| Centric Wealth Management | 1,045 | $208.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,044 | $208.0K | 0.03% | +119+12.9% | Added |
| Ropes Wealth Advisors LLC | 1,050 | $209.0K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,051 | $210.0K | 0.01% | −282−21.2% | Reduced |
| Column Capital Advisors, LLC | 1,057 | $211.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 954 | $211.0K | 0.05% | +1+0.1% | Added |
| Johnson Investment Counsel Inc | 1,065 | $212.0K | 0.00% | +1,065 | New |
| Capital Investment Advisory Services, LLC | 1,068 | $213.0K | 0.03% | +1+0.1% | Added |
| Linscomb & Williams, Inc. | 1,081 | $215.0K | 0.01% | −50−4.4% | Reduced |
| Founders Financial Securities LLC | 1,080 | $215.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,083 | $216.0K | 0.01% | −28−2.5% | Reduced |
| FineMark National Bank & Trust | 1,082 | $216.0K | 0.01% | +42+4.0% | Added |
| Milestone Advisory Partners | 1,100 | $219.0K | 0.18% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,107 | $221.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,108 | $221.0K | 0.01% | +25+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,112 | $222.0K | 0.01% | −43−3.7% | Reduced |
| United Bank | 1,115 | $222.0K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $222.0K | 0.02% | +1,112 | New |
| HBK Sorce Advisory LLC | 1,118 | $223.0K | 0.02% | −153−12.0% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $223.0K | 0.11% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,120 | $223.0K | 0.24% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,121 | $223.4K | 0.02% | +87+8.4% | Added |
| Foundry Partners, LLC | 1,123 | $224.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,130 | $225.0K | 0.00% | −67−5.6% | Reduced |
| Associated Banc-Corp | 1,126 | $225.0K | 0.01% | +10+0.9% | Added |
| Consolidated Planning Corp | 1,133 | $226.0K | 0.07% | +1,133 | New |
| Bradley Foster & Sargent Inc | 1,137 | $227.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 1,143 | $228.0K | 0.02% | +95+9.1% | Added |
| Bailard, Inc. | 1,147 | $229.0K | 0.01% | −218−16.0% | Reduced |
| Great Lakes Advisors, LLC | 1,153 | $230.0K | 0.00% | −40−3.4% | Reduced |
| Cannon Financial Strategists, Inc. | 1,170 | $233.2K | 0.09% | −14−1.2% | Reduced |
| Credential Qtrade Securities Inc. | 1,184 | $236.0K | 0.02% | −3,486−74.6% | Reduced |
| Fort Point Capital Partners LLC | 1,185 | $236.0K | 0.04% | −1,445−54.9% | Reduced |
| AIA Group Ltd | 1,182 | $236.0K | 0.01% | −237−16.7% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $236.0K | 0.06% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,190 | $237.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,201 | $239.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,197 | $239.0K | 0.01% | +140+13.2% | Added |
| Chicago Trust Co NA | 1,205 | $240.0K | 0.06% | −745−38.2% | Reduced |
| Hyman Charles D | 1,204 | $240.0K | 0.02% | −50−4.0% | Reduced |
| Aurora Private Wealth, Inc. | 1,212 | $241.0K | 0.11% | +1+0.1% | Added |
| Walleye Capital LLC | 1,208 | $241.0K | 0.01% | +1,208 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $242.0K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,220 | $243.0K | 0.01% | −192−13.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,223 | $244.0K | 0.01% | −456−27.2% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $244.0K | 0.26% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $244.0K | 0.02% | +300+32.4% | Added |
| Sawtooth Solutions, LLC | 1,223 | $244.0K | 0.03% | +346+39.5% | Added |
| J.W. Cole Advisors, Inc. | 1,228 | $245.0K | 0.02% | −40−3.2% | Reduced |
| Bridge Advisory, LLC | 1,236 | $245.0K | 0.12% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,240 | $247.0K | 0.15% | −126−9.2% | Reduced |
| Hilltop Holdings Inc. | 1,238 | $247.0K | 0.03% | +42+3.5% | Added |
| Focus Financial Network, Inc. | 1,239 | $247.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,246 | $248.0K | 0.01% | −91−6.8% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $249.0K | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,249 | $249.0K | 0.02% | +9+0.7% | Added |
| Annex Advisory Services, LLC | 1,253 | $250.0K | 0.02% | +126+11.2% | Added |
| Avitas Wealth Management LLC | 1,252 | $250.0K | 0.05% | +1,252 | New |
| American Portfolios Advisors | 1,263 | $251.7K | 0.01% | −684−35.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,263 | $252.0K | 0.03% | +48+4.0% | Added |
| Sicart Associates LLC | 1,270 | $253.0K | 0.08% | −50−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,272 | $254.0K | 0.06% | −271−17.6% | Reduced |
| Balentine LLC | 1,291 | $257.0K | 0.01% | −425−24.8% | Reduced |
| Valley Brook Capital Group | 1,300 | $259.0K | 0.27% | 00.0% | Unchanged |
| Prudent Investors Network | 1,304 | $260.0K | 0.14% | −457−26.0% | Reduced |
| Conning Inc. | 1,307 | $260.0K | 0.01% | −3−0.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 930 | $260.0K | 0.16% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,325 | $264.0K | 0.14% | −40−2.9% | Reduced |
| Verus Capital Partners, LLC | 1,326 | $264.0K | 0.05% | +6+0.5% | Added |
| 9258 Wealth Management, LLC | 1,329 | $265.0K | 0.07% | −46−3.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,330 | $265.0K | 0.83% | 00.0% | Unchanged |
| Keel Point, LLC | 1,044 | $265.0K | 0.04% | +14+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,349 | $268.9K | 0.00% | +458+51.4% | Added |
| Vista Wealth Management Group, LLC | 1,364 | $270.0K | 0.04% | +2+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,378 | $275.0K | 0.26% | −48−3.4% | Reduced |
| Merit Financial Group, LLC | 1,382 | $275.0K | 0.01% | +186+15.6% | Added |
| WR Wealth Planners, LLC | 1,380 | $275.0K | 0.18% | +29+2.1% | Added |
| Equitable Trust Co | 1,385 | $276.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,387 | $276.0K | 0.11% | +719+107.6% | Added |
| Aviance Capital Partners, LLC | 1,397 | $278.0K | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,400 | $279.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $279.0K | 0.24% | 00.0% | Unchanged |
| Castleark Management LLC | 1,420 | $283.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,418 | $283.0K | 0.07% | +109+8.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,429 | $285.0K | 0.01% | +26+1.9% | Added |
| Park Avenue Securities LLC | 1,435 | $286.0K | 0.01% | +1,435 | New |
| Wintrust Investments LLC | 1,451 | $289.0K | 0.03% | +21+1.5% | Added |
| United Capital Financial Advisers, LLC | 1,462 | $291.0K | 0.00% | +16+1.1% | Added |
| TCWP LLC | 1,481 | $295.0K | 0.06% | −237−13.8% | Reduced |