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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 2,150 | $429.0K | 0.10% | +2,150 | New |
| First Hawaiian Bank | 2,158 | $430.0K | 0.02% | +1,377+176.3% | Added |
| CWM, LLC | 2,163 | $431.0K | 0.00% | +428+24.7% | Added |
| Advisors Capital Management, LLC | 2,165 | $432.0K | 0.01% | −996−31.5% | Reduced |
| Evermay Wealth Management LLC | 2,198 | $438.0K | 0.09% | +625+39.7% | Added |
| Fort, L.P. | 2,229 | $444.0K | 0.30% | −2,518−53.0% | Reduced |
| Allworth Financial LP | 2,234 | $445.0K | 0.01% | +154+7.4% | Added |
| Prudential PLC | 2,243 | $447.0K | 0.01% | −50−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 2,272 | $448.0K | 0.13% | +708+45.3% | Added |
| MONECO Advisors, LLC | 2,267 | $452.0K | 0.18% | −226−9.1% | Reduced |
| Two Sigma Securities, LLC | 2,279 | $454.0K | 0.08% | +2,279 | New |
| Clifford Swan Investment Counsel LLC | 2,289 | $456.0K | 0.02% | +35+1.6% | Added |
| Panagora Asset Management Inc | 2,303 | $459.0K | 0.00% | +137+6.3% | Added |
| Evoke Wealth, LLC | 2,308 | $460.0K | 0.02% | +246+11.9% | Added |
| Transcend Wealth Collective, LLC | 2,318 | $462.0K | 0.05% | +135+6.2% | Added |
| ETF Managers Group, LLC | 2,354 | $464.0K | 0.01% | −292−11.0% | Reduced |
| Advisor Resource Council | 2,334 | $466.0K | 0.04% | +2,334 | New |
| Partners Group Holding AG | 2,343 | $467.0K | 0.03% | +213+10.0% | Added |
| Empirical Finance, LLC | 2,372 | $473.0K | 0.06% | +121+5.4% | Added |
| Trust Co of Oklahoma | 2,375 | $473.4K | 0.22% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,380 | $474.0K | 0.29% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,386 | $475.0K | 0.13% | +5+0.2% | Added |
| Washington Capital Management Inc | 2,400 | $478.3K | 0.46% | +2,400 | New |
| Quantamental Technologies LLC | 2,407 | $480.0K | 0.22% | +1,198+99.1% | Added |
| Sequoia Financial Advisors, LLC | 2,415 | $481.0K | 0.01% | −1,234−33.8% | Reduced |
| Grimes & Company, Inc. | 2,414 | $481.0K | 0.02% | +408+20.3% | Added |
| Signaturefd, LLC | 2,414 | $481.0K | 0.02% | +496+25.9% | Added |
| Stiles Financial Services Inc | 2,418 | $482.0K | 0.29% | +6+0.2% | Added |
| Claret Asset Management Corp | 2,432 | $485.0K | 0.10% | +120+5.2% | Added |
| Peregrine Asset Advisers, Inc. | 2,445 | $487.0K | 0.35% | +2,445 | New |
| Marietta Investment Partners LLC | 2,456 | $490.0K | 0.15% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,487 | $496.0K | 0.03% | +80+3.3% | Added |
| Financial Management Network Inc | 2,502 | $497.0K | 0.26% | +10.0% | Added |
| Stonebridge Capital Advisors LLC | 2,506 | $499.0K | 0.06% | +605+31.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,510 | $500.0K | 0.00% | +2,510 | New |
| Y-Intercept (Hong Kong) Ltd | 2,522 | $503.0K | 0.07% | +2,522 | New |
| Janney Capital Management LLC | 2,531 | $504.0K | 0.04% | −35−1.4% | Reduced |
| MAI Capital Management | 2,546 | $507.0K | 0.01% | −69−2.6% | Reduced |
| Achmea Investment Management B.V. | 2,542 | $507.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,553 | $509.0K | 0.01% | −404−13.7% | Reduced |
| Washington Trust Co | 2,558 | $510.0K | 0.02% | −206−7.5% | Reduced |
| Journey Advisory Group, LLC | 2,018 | $510.0K | 0.12% | +2,018 | New |
| Hutchinson Capital Management | 2,575 | $513.0K | 0.13% | +3+0.1% | Added |
| Baldwin Investment Management, LLC | 2,580 | $514.0K | 0.18% | +140+5.7% | Added |
| Minot Wealth Management LLC | 2,583 | $515.0K | 0.13% | −6,749−72.3% | Reduced |
| Boenning & Scattergood, Inc. | 2,590 | $516.0K | 0.10% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,593 | $517.0K | 0.02% | −3,687−58.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,596 | $518.0K | 0.05% | +2,596 | New |
| Hirtle Callaghan & Co LLC | 2,616 | $521.0K | 0.03% | −2,932−52.8% | Reduced |
| Dearborn Partners LLC | 2,614 | $521.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,626 | $523.0K | 0.03% | −154−5.5% | Reduced |
| Gladstone Institutional Advisory LLC | 2,622 | $523.0K | 0.04% | −71−2.6% | Reduced |
| Veriti Management LLC | 2,630 | $524.0K | 0.07% | +651+32.9% | Added |
| TD Private Client Wealth LLC | 2,650 | $528.2K | 0.03% | +224+9.2% | Added |
| Wealthspire Advisors, LLC | 2,666 | $531.0K | 0.01% | +75+2.9% | Added |
| Monte Financial Group, LLC | 2,688 | $536.0K | 0.31% | +456+20.4% | Added |
| XTX Topco Ltd | 2,700 | $538.0K | 0.22% | +1,335+97.8% | Added |
| Vestcor Inc | 2,704 | $539.0K | 0.02% | +870+47.4% | Added |
| NVWM, LLC | 2,756 | $549.0K | 0.21% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,766 | $551.0K | 0.02% | −328−10.6% | Reduced |
| Ensign Peak Advisors, Inc | 2,779 | $554.0K | 0.00% | +85+3.2% | Added |
| Murphy Capital Management Inc | 2,800 | $558.0K | 0.08% | −20−0.7% | Reduced |
| Rossmore Private Capital | 2,799 | $558.0K | 0.10% | +250+9.8% | Added |
| Cresset Asset Management, LLC | 2,812 | $558.0K | 0.01% | +884+45.9% | Added |
| Cerity Partners LLC | 2,819 | $562.0K | 0.01% | +1,747+163.0% | Added |
| Redpoint Investment Management Pty Ltd | 2,834 | $565.0K | 0.07% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,841 | $567.0K | 0.07% | −346−10.9% | Reduced |
| Regentatlantic Capital LLC | 2,851 | $568.0K | 0.02% | +270+10.5% | Added |
| EP Wealth Advisors, LLC | 2,875 | $573.0K | 0.01% | +1,799+167.2% | Added |
| Toroso Investments, LLC | 2,885 | $575.0K | 0.02% | +668+30.1% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $578.0K | 0.40% | +2,900 | New |
| Los Angeles Capital Management LLC | 2,944 | $587.0K | 0.00% | −487−14.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,950 | $592.0K | 0.02% | +904+44.2% | Added |
| RBF Capital, LLC | 3,000 | $598.0K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 2,999 | $598.0K | 0.11% | +1,024+51.8% | Added |
| Congress Wealth Management LLC | 3,034 | $605.0K | 0.02% | +78+2.6% | Added |
| Ashfield Capital Partners, LLC | 3,072 | $612.0K | 0.05% | −35−1.1% | Reduced |
| Quantum Private Wealth, LLC | 3,083 | $614.0K | 0.36% | −609−16.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,096 | $617.0K | 0.02% | −30−1.0% | Reduced |
| Venturi Wealth Management, LLC | 3,153 | $628.0K | 0.06% | +160+5.3% | Added |
| Hunter Associates Investment Management LLC | 3,194 | $637.0K | 0.16% | +1,744+120.3% | Added |
| Buckingham Strategic Wealth, LLC | 3,293 | $656.0K | 0.01% | +183+5.9% | Added |
| Banque Cantonale Vaudoise | 3,339 | $665.0K | 0.03% | −911−21.4% | Reduced |
| Cetera Investment Advisers | 3,341 | $666.0K | 0.01% | −816−19.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,350 | $668.0K | 0.04% | +2,120+172.4% | Added |
| HB Wealth Management, LLC | 3,379 | $673.0K | 0.01% | −399−10.6% | Reduced |
| Savant Capital, LLC | 3,384 | $674.0K | 0.02% | +117+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,415 | $681.0K | 0.01% | +17+0.5% | Added |
| Private Trust Co NA | 3,433 | $684.0K | 0.11% | −96−2.7% | Reduced |
| Snowden Capital Advisors LLC | 3,471 | $691.0K | 0.03% | −21−0.6% | Reduced |
| Kinneret Advisory, LLC | 3,476 | $693.0K | 0.09% | +74+2.2% | Added |
| Apollon Wealth Management, LLC | 3,575 | $713.0K | 0.06% | −241−6.3% | Reduced |
| Covington Capital Management | 3,575 | $713.0K | 0.03% | +223+6.7% | Added |
| WoodTrust Financial Corp | 3,602 | $718.0K | 0.16% | −1,575−30.4% | Reduced |
| Krilogy Financial LLC | 3,653 | $728.0K | 0.08% | −5−0.1% | Reduced |
| First Commonwealth Financial Corp | 3,653 | $728.0K | 0.27% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,669 | $731.0K | 0.04% | −702−16.1% | Reduced |
| 1st Source Bank | 3,678 | $733.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,690 | $735.0K | 0.01% | −1,151−23.8% | Reduced |
| First United Bank Trust | 3,702 | $738.0K | 0.34% | 00.0% | Unchanged |