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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 16,540 | $3.30M | 0.04% | −210−1.3% | Reduced |
| Whitener Capital Management, Inc. | 16,547 | $3.30M | 1.49% | +387+2.4% | Added |
| Americana Partners, LLC | 16,557 | $3.30M | 0.59% | +12,412+299.4% | Added |
| Rodgers Brothers Inc. | 16,711 | $3.33M | 0.66% | +11,860+244.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,928 | $3.37M | 0.04% | +1,381+8.9% | Added |
| KWMG, LLC | 17,060 | $3.40M | 0.51% | +1,454+9.3% | Added |
| Hall Laurie J Trustee | 17,117 | $3.41M | 1.60% | +390+2.3% | Added |
| Natixis Advisors, L.P. | 17,252 | $3.44M | 0.02% | −604−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,413 | $3.47M | 0.02% | +732+4.4% | Added |
| Teacher Retirement System of Texas | 17,875 | $3.56M | 0.02% | −22,003−55.2% | Reduced |
| Fiduciary Trust Co | 18,005 | $3.59M | 0.08% | −2,460−12.0% | Reduced |
| Xponance, Inc. | 18,071 | $3.60M | 0.07% | +2,914+19.2% | Added |
| Capstone Investment Advisors, LLC | 18,374 | $3.66M | 0.08% | +12,062+191.1% | Added |
| M&T Bank Corp | 18,605 | $3.69M | 0.02% | +1,843+11.0% | Added |
| Bill Few Associates, Inc. | 18,525 | $3.69M | 2.36% | +246+1.3% | Added |
| Cyrus J. Lawrence, LLC | 18,533 | $3.69M | 1.06% | −1,676−8.3% | Reduced |
| Gulf International Bank (UK) Ltd | 19,000 | $3.75M | 0.07% | −8,792−31.6% | Reduced |
| Tredje AP-fonden | 18,800 | $3.75M | 0.09% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 19,041 | $3.80M | 0.04% | +19,041 | New |
| First Trust Bank, Ltd. | 19,300 | $3.85M | 5.66% | −2,900−13.1% | Reduced |
| South State Corp. | 19,439 | $3.87M | 0.36% | +18,124+1,378.3% | Added |
| State of Alaska, Department of Revenue | 19,683 | $3.92M | 0.05% | −7,310−27.1% | Reduced |
| First Republic Investment Management, Inc. | 19,944 | $3.98M | 0.01% | −1,251−5.9% | Reduced |
| Lipe & Dalton | 20,018 | $3.99M | 2.33% | −30−0.1% | Reduced |
| Polar Capital Holdings Plc | 20,088 | $4.00M | 0.03% | −37,308−65.0% | Reduced |
| IFM Investors Pty Ltd | 20,338 | $4.05M | 0.07% | +2,499+14.0% | Added |
| Richard C. Young & CO., LTD. | 20,521 | $4.09M | 0.53% | −223−1.1% | Reduced |
| Drystone LLC | 20,577 | $4.10M | 5.68% | +402+2.0% | Added |
| Utah Retirement Systems | 20,734 | $4.13M | 0.07% | 00.0% | Unchanged |
| Unigestion Holding SA | 21,004 | $4.19M | 0.23% | +5,697+37.2% | Added |
| Fund Management at Engine No. 1 LLC | 21,122 | $4.21M | 1.11% | +6,192+41.5% | Added |
| Desjardins Global Asset Management Inc. | 21,566 | $4.30M | 0.56% | +17,827+476.8% | Added |
| ING Groep NV | 21,878 | $4.36M | 0.05% | +11,420+109.2% | Added |
| Aviva PLC | 21,896 | $4.36M | 0.02% | −12,408−36.2% | Reduced |
| Capital Fund Management S.A. | 22,110 | $4.41M | 0.12% | −2,640−10.7% | Reduced |
| Regal Wealth Group, Inc. | 22,474 | $4.48M | 3.23% | −64−0.3% | Reduced |
| D.A. Davidson & Co. | 22,683 | $4.52M | 0.06% | −1,438−6.0% | Reduced |
| Wellington Management Group LLP | 23,052 | $4.59M | 0.00% | +19,262+508.2% | Added |
| Canada Pension Plan Investment Board | 23,072 | $4.60M | 0.01% | +7,000+43.6% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $4.60M | 0.13% | 00.0% | Unchanged |
| Creative Planning | 23,591 | $4.70M | 0.01% | +771+3.4% | Added |
| Portland Global Advisors LLC | 23,720 | $4.73M | 0.91% | +2,522+11.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,747 | $4.73M | 0.06% | 00.0% | Unchanged |
| Heron Bay Capital Management | 23,751 | $4.73M | 2.87% | +186+0.8% | Added |
| Telos Capital Management, Inc. | 24,099 | $4.80M | 0.73% | +891+3.8% | Added |
| Stonegate Investment Group, LLC | 24,256 | $4.83M | 0.21% | +677+2.9% | Added |
| Nisa Investment Advisors, LLC | 24,582 | $4.90M | 0.04% | −2,160−8.1% | Reduced |
| Comerica Bank | 22,704 | $4.91M | 0.04% | +639+2.9% | Added |
| Notis-McConarty Edward | 24,702 | $4.92M | 2.05% | +208+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 25,013 | $4.99M | 0.02% | −1,985−7.4% | Reduced |
| Marshall Wace, LLP | 26,228 | $5.23M | 0.01% | −197,286−88.3% | Reduced |
| Nomura Asset Management Co Ltd | 26,695 | $5.32M | 0.03% | +938+3.6% | Added |
| AMF Pensionsforsakring AB | 27,031 | $5.39M | 0.05% | −23,712−46.7% | Reduced |
| Shell Asset Management Co | 27,669 | $5.51M | 0.16% | −10,331−27.2% | Reduced |
| Puzo Michael J | 27,751 | $5.53M | 1.96% | +855+3.2% | Added |
| Boston Trust Walden Corp | 27,750 | $5.53M | 0.05% | +27,750 | New |
| Captrust Financial Advisors | 27,826 | $5.55M | 0.04% | +1,599+6.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,240 | $5.63M | 0.14% | −22,654−44.5% | Reduced |
| Azimuth Capital Investment Management LLC | 28,505 | $5.68M | 0.29% | +28,505 | New |
| Oppenheimer & Co Inc | 29,116 | $5.80M | 0.12% | +2,025+7.5% | Added |
| Crossvault Capital Management LLC | 29,479 | $5.88M | 2.31% | −1,308−4.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 29,728 | $5.92M | 0.30% | +2,021+7.3% | Added |
| HighTower Advisors, LLC | 29,949 | $5.97M | 0.02% | +309+1.0% | Added |
| Varma Mutual Pension Insurance Co | 30,000 | $5.98M | 0.10% | −10,000−25.0% | Reduced |
| State of Tennessee, Treasury Department | 30,073 | $5.99M | 0.03% | +11,354+60.7% | Added |
| Kidder Stephen W | 30,085 | $6.00M | 2.32% | +443+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,210 | $6.02M | 0.04% | −4,931−14.0% | Reduced |
| Amalgamated Bank | 30,368 | $6.05M | 0.06% | +295+1.0% | Added |
| Citadel Advisors LLC | 30,443 | $6.07M | 0.01% | −83,885−73.4% | Reduced |
| Brown Advisory Inc | 30,668 | $6.11M | 0.01% | −150−0.5% | Reduced |
| Rockland Trust Co | 30,697 | $6.12M | 0.42% | +797+2.7% | Added |
| Zacks Investment Management | 30,964 | $6.17M | 0.09% | +1,466+5.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 30,986 | $6.19M | 1.30% | +30,986 | New |
| State of Michigan Retirement System | 31,413 | $6.26M | 0.04% | −2,468−7.3% | Reduced |
| Arizona State Retirement System | 31,878 | $6.35M | 0.06% | +53+0.2% | Added |
| Peapack Gladstone Financial Corp | 31,998 | $6.38M | 0.15% | −595−1.8% | Reduced |
| Moreno Evelyn V | 32,260 | $6.43M | 1.50% | −471−1.4% | Reduced |
| Envestnet Asset Management Inc | 32,952 | $6.57M | 0.00% | −264,003−88.9% | Reduced |
| Rockefeller Capital Management L.P. | 33,094 | $6.59M | 0.04% | −5,966−15.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,096 | $6.60M | 0.27% | −215−0.6% | Reduced |
| M. Kraus & Co | 33,145 | $6.61M | 2.56% | +1,197+3.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,595 | $6.70M | 0.08% | −10,900−24.5% | Reduced |
| Susquehanna International Group, LLP | 34,334 | $6.84M | 0.01% | +7,026+25.7% | Added |
| Davis-Rea Ltd. | 34,412 | $6.86M | 2.04% | −10,304−23.0% | Reduced |
| MetLife Investment Management | 34,534 | $6.88M | 0.05% | −232−0.7% | Reduced |
| Jane Street Group, LLC | 34,833 | $6.94M | 0.01% | −8,316−19.3% | Reduced |
| GHP Investment Advisors, Inc. | 35,199 | $7.02M | 0.52% | −1,054−2.9% | Reduced |
| USS Investment Management Ltd | 35,793 | $7.14M | 0.08% | −1,789−4.8% | Reduced |
| American International Group, Inc. | 35,903 | $7.16M | 0.05% | −1,068−2.9% | Reduced |
| Formuepleje A/S | 36,150 | $7.21M | 0.44% | +6,412+21.6% | Added |
| Banque Pictet & Cie SA | 36,198 | $7.21M | 0.07% | +3,244+9.8% | Added |
| Norinchukin Bank, The | 36,941 | $7.36M | 0.14% | +20,622+126.4% | Added |
| Synovus Financial Corp | 36,986 | $7.39M | 0.09% | +908+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,186 | $7.41M | 0.02% | −5,777−13.4% | Reduced |
| TD Asset Management Inc | 37,490 | $7.47M | 0.01% | −5,747−13.3% | Reduced |
| Taurus Asset Management, LLC | 37,570 | $7.49M | 0.92% | +37,570 | New |
| Bartlett & Co. LLC | 37,911 | $7.56M | 0.15% | −312−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,911 | $7.56M | 0.15% | −312−0.8% | Reduced |
| Janney Montgomery Scott LLC | 38,381 | $7.59M | 0.03% | −18,836−32.9% | Reduced |
| Broderick Brian C | 38,140 | $7.60M | 2.31% | +638+1.7% | Added |