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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.

Institutional holdersQ2 2022: 976 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ2 2022: $18.5B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2022.

Institutions holding ROK in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sierra Capital LLC73$15.0K0.00%−17−18.9%Reduced
Sugarloaf Wealth Management, LLC76$15.0K0.00%+1+1.3%Added
West Paces Advisors Inc.72$14.3K0.00%+4+5.9%Added
Capital Directions Investment Advisors, LLC70$14.0K0.00%−31−30.7%Reduced
Sargent Bickham Lagudis LLC72$14.0K0.00%+9+14.3%Added
New Millennium Group LLC71$14.0K0.01%+71New
TD Waterhouse Canada Inc.66$13.1K0.00%−78−54.2%Reduced
Wolff Wiese Magana LLC65$13.0K0.01%−278−81.0%Reduced
TD Ameritrade Investment Management, LLC63$13.0K0.00%−9−12.5%Reduced
Ancora Advisors, LLC64$13.0K0.00%+2+3.2%Added
GPS Wealth Strategies Group, LLC62$12.0K0.00%00.0%Unchanged
Lee Financial Co58$12.0K0.00%+58New
BerganKDV Wealth Management, LLC53$11.0K0.00%+2+3.9%Added
Glen Eagle Advisors, LLC55$11.0K0.00%00.0%Unchanged
JNBA Financial Advisors51$10.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC50$10.0K0.00%00.0%Unchanged
Regency Capital Management Inc.50$10.0K0.01%+50New
Maryland Capital Advisors Inc.50$10.0K0.01%+50New
Fairfield Financial Advisors, LTD50$9.97K0.00%00.0%Unchanged
Raleigh Capital Management Inc.47$9.00K0.01%−21−30.9%Reduced
First Manhattan Co50$9.00K0.00%00.0%Unchanged
Arcadia Investment Management Corp45$9.00K0.00%00.0%Unchanged
Earnest Partners LLC46$9.00K0.00%00.0%Unchanged
Arlington Partners LLC45$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC43$9.00K0.00%+5+13.2%Added
MV Capital Management, Inc.47$9.00K0.00%+12+34.3%Added
Rosenberg Matthew Hamilton46$9.00K0.00%+46New
First Horizon Advisors, Inc.42$8.00K0.00%−14−25.0%Reduced
Creative Financial Designs Inc39$8.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC39$8.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.41$8.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC39$7.75K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.38$7.57K0.00%−5−11.6%Reduced
CNB Bank36$7.00K0.00%00.0%Unchanged
Core Alternative Capital28$6.00K0.00%−25−47.2%Reduced
Financial Management Professionals, Inc.31$6.00K0.00%+6+24.0%Added
GW&K Investment Management, LLC32$6.00K0.00%+22+220.0%Added
Bellevue Asset Management, LLC25$5.00K0.00%−10−28.6%Reduced
Patriot Financial Group Insurance Agency, LLC26$5.00K0.00%−2−7.1%Reduced
Harbor Investment Advisory, LLC25$5.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.26$5.00K0.00%00.0%Unchanged
Schubert & Co27$5.00K0.00%+19+237.5%Added
Prestige Wealth Management Group LLC23$5.00K0.00%+22+2,200.0%Added
Raffa Wealth Management, LLC25$4.98K0.00%00.0%Unchanged
Jones Financial Companies LLLP21$4.00K0.00%−810−97.5%Reduced
West Oak Capital, LLC18$4.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc18$4.00K0.00%00.0%Unchanged
Concord Wealth Partners16$3.00K0.00%−340−95.5%Reduced
Investors Research Corp15$3.00K0.00%00.0%Unchanged
Byrne Asset Management LLC15$3.00K0.00%+8+114.3%Added
Global Wealth Management Investment Advisory, Inc.13$3.00K0.00%+13New
Money Concepts Capital Corp11$2.00K0.00%−236−95.5%Reduced
Private Capital Group, LLC12$2.00K0.00%−7−36.8%Reduced
Atwood & Palmer Inc10$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.11$2.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group10$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$2.00K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.8$2.00K0.00%+8New
Plante Moran Financial Advisors, LLC8$2.00K0.00%+8New
Better Money Decisions, LLC9$2.00K0.00%+9New
Disciplined Investments, LLC3$1.00K0.00%−8−72.7%Reduced
Manchester Capital Management LLC7$1.00K0.00%+1+16.7%Added
Larson Financial Group LLC5$1.00K0.00%00.0%Unchanged
Surevest, LLC3$1.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC4$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$1.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC5$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$1.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management5$1.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp5$1.00K0.00%+5New
Fairfield, Bush & Co.7$1.00K0.00%+7New
Tfo-TDC, LLC7$1.00K0.00%+7New
Archer Investment Corp4$7970.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$00.00%−12−85.7%Reduced
J.Safra Asset Management Corp164$00.00%−337−67.3%Reduced
Curi Capital1$00.00%00.0%Unchanged
Bar Harbor Trust Services0$00.00%−8,196−100.0%Sold out
SRB Corp0$00.00%−4,088−100.0%Sold out
Ardevora Asset Management LLP0$00.00%−220,103−100.0%Sold out
Atalanta Sosnoff Capital, LLC0$00.00%−202,534−100.0%Sold out
Eagle Asset Management Inc0$00.00%−173,141−100.0%Sold out
Robeco Schweiz AG0$00.00%−125,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−93,627−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−48,816−100.0%Sold out
Tenere Capital LLC0$00.00%−40,766−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−35,528−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−29,694−100.0%Sold out
Alight Capital Management LP0$00.00%−27,500−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−21,249−100.0%Sold out
Twin Tree Management, LP0$00.00%−18,997−100.0%Sold out
Mackay Shields LLC0$00.00%−16,780−100.0%Sold out
Moore Capital Management, LP0$00.00%−16,084−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−14,690−100.0%Sold out
North Growth Management Ltd.0$00.00%−15,000−100.0%Sold out
Barr E S & Co0$00.00%−13,189−100.0%Sold out
Parcion Private Wealth LLC0$00.00%−11,635−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−11,142−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−10,000−100.0%Sold out
Chesley Taft & Associates LLC0$00.00%−9,920−100.0%Sold out
Wilkinson Global Asset Management LLC0$00.00%−6,895−100.0%Sold out