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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 104,997 | $20.9M | 0.63% | +9,512+10.0% | Added |
| The PNC Financial Services Group, Inc. | 101,809 | $20.3M | 0.02% | −2,186−2.1% | Reduced |
| Prudential Financial Inc | 98,127 | $19.4M | 0.03% | −800−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 95,963 | $19.1M | 0.72% | +16,451+20.7% | Added |
| Hemenway Trust Co LLC | 95,107 | $19.0M | 2.16% | +3,101+3.4% | Added |
| LPL Financial LLC | 91,549 | $18.2M | 0.02% | +5,667+6.6% | Added |
| State of Wisconsin Investment Board | 90,411 | $18.0M | 0.05% | +5,869+6.9% | Added |
| Granite Investment Partners, LLC | 87,777 | $17.5M | 0.73% | −2,181−2.4% | Reduced |
| US Bancorp | 87,233 | $17.4M | 0.03% | −722−0.8% | Reduced |
| Davis R M Inc | 85,543 | $17.1M | 0.48% | −349−0.4% | Reduced |
| Squarepoint Ops LLC | 85,305 | $17.0M | 0.16% | −5,047−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 85,205 | $17.0M | 0.01% | +3,441+4.2% | Added |
| Citigroup Inc | 84,257 | $16.8M | 0.02% | −22,514−21.1% | Reduced |
| AXA S.A. | 83,891 | $16.7M | 0.06% | −6,721−7.4% | Reduced |
| Boston Family Office LLC | 83,863 | $16.7M | 1.40% | +1,859+2.3% | Added |
| Massachusetts Financial Services Co | 81,745 | $16.3M | 0.01% | −1,452−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 79,425 | $15.8M | 0.29% | +3,020+4.0% | Added |
| Rheos Capital Works Inc. | 78,800 | $15.7M | 1.18% | +78,800 | New |
| Wafra Inc. | 78,055 | $15.6M | 0.59% | +78,055 | New |
| Trillium Asset Management, LLC | 75,027 | $15.5M | 0.48% | +9,533+14.6% | Added |
| Truist Financial Corp | 77,501 | $15.4M | 0.03% | +40,349+108.6% | Added |
| Korea Investment CORP | 75,070 | $15.0M | 0.05% | +18,370+32.4% | Added |
| Victory Capital Management Inc | 73,992 | $14.7M | 0.02% | −90,922−55.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 73,745 | $14.7M | 0.66% | −2,307−3.0% | Reduced |
| Barclays PLC | 73,203 | $14.6M | 0.02% | −121,601−62.4% | Reduced |
| Raymond James & Associates | 73,194 | $14.6M | 0.01% | −111,540−60.4% | Reduced |
| Confluence Investment Management LLC | 72,998 | $14.5M | 0.23% | +2,181+3.1% | Added |
| Farmer Steven Patrick | 72,998 | $14.5M | 0.23% | +72,998 | New |
| Chevy Chase Trust Holdings, Inc. | 70,770 | $14.1M | 0.06% | +333+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 69,494 | $13.9M | 0.04% | +3,343+5.1% | Added |
| Mn Services Vermogensbeheer B.V. | 68,302 | $13.6M | 0.13% | −14,500−17.5% | Reduced |
| State of New Jersey Common Pension Fund D | 67,861 | $13.5M | 0.05% | +1,342+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 65,177 | $13.0M | 0.21% | +1,324+2.1% | Added |
| Mariner, LLC | 63,876 | $12.7M | 0.05% | −1,054−1.6% | Reduced |
| M.D. Sass Investors Services, Inc. | 63,581 | $12.7M | 2.39% | +63,581 | New |
| Allspring Global Investments Holdings, LLC | 63,098 | $12.6M | 0.02% | −21,109−25.1% | Reduced |
| Credit Agricole S A | 62,920 | $12.5M | 0.50% | +1,873+3.1% | Added |
| Somerville Kurt F | 62,714 | $12.5M | 2.37% | +761+1.2% | Added |
| Pictet Asset Management SA | 61,175 | $12.2M | 0.02% | −327−0.5% | Reduced |
| Allianz Asset Management GmbH | 60,754 | $12.1M | 0.01% | −8,854−12.7% | Reduced |
| Sandler Capital Management | 60,468 | $12.1M | 1.86% | +24,748+69.3% | Added |
| Voloridge Investment Management, LLC | 60,176 | $12.0M | 0.06% | +60,176 | New |
| Storebrand Asset Management AS | 60,011 | $12.0M | 0.07% | −889−1.5% | Reduced |
| SEI Investments Co | 59,052 | $11.8M | 0.03% | +1,572+2.7% | Added |
| Public Employees Retirement System of Ohio | 57,915 | $11.5M | 0.05% | −3,006−4.9% | Reduced |
| Daiwa Securities Group Inc. | 57,153 | $11.4M | 0.09% | −2,579−4.3% | Reduced |
| Schroder Investment Management Group | 57,291 | $11.3M | 0.02% | −13,531−19.1% | Reduced |
| Toronto Dominion Bank | 56,108 | $11.2M | 0.02% | −8,825−13.6% | Reduced |
| Russell Investments Group, Ltd. | 54,086 | $10.7M | 0.02% | −14,863−21.6% | Reduced |
| North Star Asset Management Inc | 52,710 | $10.5M | 0.69% | +2,344+4.7% | Added |
| Treasurer of the State of North Carolina | 50,799 | $10.1M | 0.06% | +6,416+14.5% | Added |
| Baker Chad R | 50,695 | $10.1M | 2.81% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 49,769 | $9.92M | 0.03% | −35,134−41.4% | Reduced |
| Asset Management One Co.,Ltd. | 49,698 | $9.90M | 0.05% | +345+0.7% | Added |
| Boston Private Wealth LLC | 49,506 | $9.87M | 0.15% | +48,172+3,611.1% | Added |
| Cabot Wealth Management Inc | 49,256 | $9.82M | 1.56% | +1,501+3.1% | Added |
| Baird Financial Group, Inc. | 49,011 | $9.77M | 0.03% | −29,667−37.7% | Reduced |
| BNP Paribas Arbitrage, SA | 48,722 | $9.71M | 0.02% | −25,245−34.1% | Reduced |
| Pinebridge Investments, L.P. | 48,364 | $9.64M | 0.12% | +25,323+109.9% | Added |
| Congress Asset Management Co | 48,129 | $9.59M | 0.09% | +2,623+5.8% | Added |
| LMCG Investments, LLC | 48,097 | $9.59M | 0.66% | +8,951+22.9% | Added |
| Keybank National Association | 47,376 | $9.44M | 0.05% | −252−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 46,154 | $9.20M | 0.02% | +3,295+7.7% | Added |
| Man Group plc | – | $9.16M | 0.04% | – | – |
| Forsta Ap-Fonden | 43,800 | $8.73M | 0.11% | −4,900−10.1% | Reduced |
| Glenmede Trust Co NA | 43,522 | $8.67M | 0.05% | −1,638−3.6% | Reduced |
| Commerce Bank | 43,288 | $8.63M | 0.07% | −1,594−3.6% | Reduced |
| Flputnam Investment Management Co | 42,844 | $8.54M | 0.31% | +958+2.3% | Added |
| AQR Capital Management LLC | 42,425 | $8.31M | 0.02% | −79,720−65.3% | Reduced |
| Royal London Asset Management Ltd | 41,221 | $8.22M | 0.04% | +300+0.7% | Added |
| Advisors Asset Management, Inc. | 40,907 | $8.15M | 0.15% | +40,907 | New |
| Tudor Investment Corp Et Al | 40,691 | $8.11M | 0.24% | +31,208+329.1% | Added |
| Standard Life Aberdeen plc | 40,377 | $8.08M | 0.03% | +1,356+3.5% | Added |
| Handelsbanken Fonder AB | 39,557 | $7.88M | 0.05% | +584+1.5% | Added |
| Retirement Systems of Alabama | 38,542 | $7.68M | 0.03% | +43+0.1% | Added |
| Isthmus Partners, LLC | 38,471 | $7.67M | 1.43% | +2,741+7.7% | Added |
| Broderick Brian C | 38,140 | $7.60M | 2.31% | +638+1.7% | Added |
| Janney Montgomery Scott LLC | 38,381 | $7.59M | 0.03% | −18,836−32.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,911 | $7.56M | 0.15% | −312−0.8% | Reduced |
| Bartlett & Co. LLC | 37,911 | $7.56M | 0.15% | −312−0.8% | Reduced |
| Taurus Asset Management, LLC | 37,570 | $7.49M | 0.92% | +37,570 | New |
| TD Asset Management Inc | 37,490 | $7.47M | 0.01% | −5,747−13.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,186 | $7.41M | 0.02% | −5,777−13.4% | Reduced |
| Synovus Financial Corp | 36,986 | $7.39M | 0.09% | +908+2.5% | Added |
| Norinchukin Bank, The | 36,941 | $7.36M | 0.14% | +20,622+126.4% | Added |
| Banque Pictet & Cie SA | 36,198 | $7.21M | 0.07% | +3,244+9.8% | Added |
| Formuepleje A/S | 36,150 | $7.21M | 0.44% | +6,412+21.6% | Added |
| American International Group, Inc. | 35,903 | $7.16M | 0.05% | −1,068−2.9% | Reduced |
| USS Investment Management Ltd | 35,793 | $7.14M | 0.08% | −1,789−4.8% | Reduced |
| GHP Investment Advisors, Inc. | 35,199 | $7.02M | 0.52% | −1,054−2.9% | Reduced |
| Jane Street Group, LLC | 34,833 | $6.94M | 0.01% | −8,316−19.3% | Reduced |
| MetLife Investment Management | 34,534 | $6.88M | 0.05% | −232−0.7% | Reduced |
| Davis-Rea Ltd. | 34,412 | $6.86M | 2.04% | −10,304−23.0% | Reduced |
| Susquehanna International Group, LLP | 34,334 | $6.84M | 0.01% | +7,026+25.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,595 | $6.70M | 0.08% | −10,900−24.5% | Reduced |
| M. Kraus & Co | 33,145 | $6.61M | 2.56% | +1,197+3.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,096 | $6.60M | 0.27% | −215−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 33,094 | $6.59M | 0.04% | −5,966−15.3% | Reduced |
| Envestnet Asset Management Inc | 32,952 | $6.57M | 0.00% | −264,003−88.9% | Reduced |
| Moreno Evelyn V | 32,260 | $6.43M | 1.50% | −471−1.4% | Reduced |