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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 31,998 | $6.38M | 0.15% | −595−1.8% | Reduced |
| Arizona State Retirement System | 31,878 | $6.35M | 0.06% | +53+0.2% | Added |
| State of Michigan Retirement System | 31,413 | $6.26M | 0.04% | −2,468−7.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 30,986 | $6.19M | 1.30% | +30,986 | New |
| Zacks Investment Management | 30,964 | $6.17M | 0.09% | +1,466+5.0% | Added |
| Rockland Trust Co | 30,697 | $6.12M | 0.42% | +797+2.7% | Added |
| Brown Advisory Inc | 30,668 | $6.11M | 0.01% | −150−0.5% | Reduced |
| Citadel Advisors LLC | 30,443 | $6.07M | 0.01% | −83,885−73.4% | Reduced |
| Amalgamated Bank | 30,368 | $6.05M | 0.06% | +295+1.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,210 | $6.02M | 0.04% | −4,931−14.0% | Reduced |
| Kidder Stephen W | 30,085 | $6.00M | 2.32% | +443+1.5% | Added |
| State of Tennessee, Treasury Department | 30,073 | $5.99M | 0.03% | +11,354+60.7% | Added |
| Varma Mutual Pension Insurance Co | 30,000 | $5.98M | 0.10% | −10,000−25.0% | Reduced |
| HighTower Advisors, LLC | 29,949 | $5.97M | 0.02% | +309+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 29,728 | $5.92M | 0.30% | +2,021+7.3% | Added |
| Crossvault Capital Management LLC | 29,479 | $5.88M | 2.31% | −1,308−4.2% | Reduced |
| Oppenheimer & Co Inc | 29,116 | $5.80M | 0.12% | +2,025+7.5% | Added |
| Azimuth Capital Investment Management LLC | 28,505 | $5.68M | 0.29% | +28,505 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,240 | $5.63M | 0.14% | −22,654−44.5% | Reduced |
| Captrust Financial Advisors | 27,826 | $5.55M | 0.04% | +1,599+6.1% | Added |
| Boston Trust Walden Corp | 27,750 | $5.53M | 0.05% | +27,750 | New |
| Puzo Michael J | 27,751 | $5.53M | 1.96% | +855+3.2% | Added |
| Shell Asset Management Co | 27,669 | $5.51M | 0.16% | −10,331−27.2% | Reduced |
| AMF Pensionsforsakring AB | 27,031 | $5.39M | 0.05% | −23,712−46.7% | Reduced |
| Nomura Asset Management Co Ltd | 26,695 | $5.32M | 0.03% | +938+3.6% | Added |
| Marshall Wace, LLP | 26,228 | $5.23M | 0.01% | −197,286−88.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,013 | $4.99M | 0.02% | −1,985−7.4% | Reduced |
| Notis-McConarty Edward | 24,702 | $4.92M | 2.05% | +208+0.8% | Added |
| Comerica Bank | 22,704 | $4.91M | 0.04% | +639+2.9% | Added |
| Nisa Investment Advisors, LLC | 24,582 | $4.90M | 0.04% | −2,160−8.1% | Reduced |
| Stonegate Investment Group, LLC | 24,256 | $4.83M | 0.21% | +677+2.9% | Added |
| Telos Capital Management, Inc. | 24,099 | $4.80M | 0.73% | +891+3.8% | Added |
| Heron Bay Capital Management | 23,751 | $4.73M | 2.87% | +186+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,747 | $4.73M | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 23,720 | $4.73M | 0.91% | +2,522+11.9% | Added |
| Creative Planning | 23,591 | $4.70M | 0.01% | +771+3.4% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $4.60M | 0.13% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,072 | $4.60M | 0.01% | +7,000+43.6% | Added |
| Wellington Management Group LLP | 23,052 | $4.59M | 0.00% | +19,262+508.2% | Added |
| D.A. Davidson & Co. | 22,683 | $4.52M | 0.06% | −1,438−6.0% | Reduced |
| Regal Wealth Group, Inc. | 22,474 | $4.48M | 3.23% | −64−0.3% | Reduced |
| Capital Fund Management S.A. | 22,110 | $4.41M | 0.12% | −2,640−10.7% | Reduced |
| Aviva PLC | 21,896 | $4.36M | 0.02% | −12,408−36.2% | Reduced |
| ING Groep NV | 21,878 | $4.36M | 0.05% | +11,420+109.2% | Added |
| Desjardins Global Asset Management Inc. | 21,566 | $4.30M | 0.56% | +17,827+476.8% | Added |
| Fund Management at Engine No. 1 LLC | 21,122 | $4.21M | 1.11% | +6,192+41.5% | Added |
| Unigestion Holding SA | 21,004 | $4.19M | 0.23% | +5,697+37.2% | Added |
| Utah Retirement Systems | 20,734 | $4.13M | 0.07% | 00.0% | Unchanged |
| Drystone LLC | 20,577 | $4.10M | 5.68% | +402+2.0% | Added |
| Richard C. Young & CO., LTD. | 20,521 | $4.09M | 0.53% | −223−1.1% | Reduced |
| IFM Investors Pty Ltd | 20,338 | $4.05M | 0.07% | +2,499+14.0% | Added |
| Polar Capital Holdings Plc | 20,088 | $4.00M | 0.03% | −37,308−65.0% | Reduced |
| Lipe & Dalton | 20,018 | $3.99M | 2.33% | −30−0.1% | Reduced |
| First Republic Investment Management, Inc. | 19,944 | $3.98M | 0.01% | −1,251−5.9% | Reduced |
| State of Alaska, Department of Revenue | 19,683 | $3.92M | 0.05% | −7,310−27.1% | Reduced |
| South State Corp. | 19,439 | $3.87M | 0.36% | +18,124+1,378.3% | Added |
| First Trust Bank, Ltd. | 19,300 | $3.85M | 5.66% | −2,900−13.1% | Reduced |
| New York Life Investment Management LLC | 19,041 | $3.80M | 0.04% | +19,041 | New |
| Tredje AP-fonden | 18,800 | $3.75M | 0.09% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 19,000 | $3.75M | 0.07% | −8,792−31.6% | Reduced |
| Cyrus J. Lawrence, LLC | 18,533 | $3.69M | 1.06% | −1,676−8.3% | Reduced |
| Bill Few Associates, Inc. | 18,525 | $3.69M | 2.36% | +246+1.3% | Added |
| M&T Bank Corp | 18,605 | $3.69M | 0.02% | +1,843+11.0% | Added |
| Capstone Investment Advisors, LLC | 18,374 | $3.66M | 0.08% | +12,062+191.1% | Added |
| Xponance, Inc. | 18,071 | $3.60M | 0.07% | +2,914+19.2% | Added |
| Fiduciary Trust Co | 18,005 | $3.59M | 0.08% | −2,460−12.0% | Reduced |
| Teacher Retirement System of Texas | 17,875 | $3.56M | 0.02% | −22,003−55.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,413 | $3.47M | 0.02% | +732+4.4% | Added |
| Natixis Advisors, L.P. | 17,252 | $3.44M | 0.02% | −604−3.4% | Reduced |
| Hall Laurie J Trustee | 17,117 | $3.41M | 1.60% | +390+2.3% | Added |
| KWMG, LLC | 17,060 | $3.40M | 0.51% | +1,454+9.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,928 | $3.37M | 0.04% | +1,381+8.9% | Added |
| Rodgers Brothers Inc. | 16,711 | $3.33M | 0.66% | +11,860+244.5% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 16,240 | $3.24M | 0.14% | −302−1.8% | Reduced |
| ProShare Advisors LLC | 16,104 | $3.21M | 0.01% | −6,298−28.1% | Reduced |
| Nixon Peabody Trust Co | 15,909 | $3.17M | 1.43% | −1,169−6.8% | Reduced |
| Mutual of America Capital Management LLC | 15,888 | $3.17M | 0.04% | −880−5.2% | Reduced |
| Renaissance Investment Group LLC | 15,871 | $3.16M | 1.03% | −2,787−14.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 15,668 | $3.09M | 0.56% | +15,668 | New |
| D. E. Shaw & Co., Inc. | 15,403 | $3.07M | 0.00% | +15,403 | New |
| Texas Permanent School Fund | 15,356 | $3.06M | 0.05% | +284+1.9% | Added |
| Gateway Investment Advisers LLC | 15,246 | $3.04M | 0.03% | +50.0% | Added |
| Weatherly Asset Management L. P. | 14,808 | $2.95M | 0.41% | −720−4.6% | Reduced |
| Amica Mutual Insurance Co | 14,710 | $2.93M | 0.37% | +5,747+64.1% | Added |
| Swiss Life Asset Management Ltd | 14,175 | $2.83M | 0.05% | −2,623−15.6% | Reduced |
| Sandy Spring Bank | 14,169 | $2.82M | 0.17% | −6,637−31.9% | Reduced |
| CIBC Asset Management Inc | 14,144 | $2.82M | 0.01% | +3,044+27.4% | Added |
| Cetera Advisor Networks LLC | 14,089 | $2.81M | 0.04% | −874−5.8% | Reduced |
| Bradley Mark J. | 14,024 | $2.79M | 2.53% | −590−4.0% | Reduced |
| Nissay Asset Management Corp | 13,872 | $2.77M | 0.03% | −781−5.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,852 | $2.76M | 0.35% | −41−0.3% | Reduced |
| Quantbot Technologies LP | 13,753 | $2.74M | 0.25% | +6,854+99.3% | Added |
| First American Trust, FSB | 13,714 | $2.73M | 0.43% | +13,714 | New |
| Kestra Advisory Services, LLC | 13,602 | $2.71M | 0.03% | −1,021−7.0% | Reduced |
| British Columbia Investment Management Corp | 13,480 | $2.69M | 0.03% | −4,426−24.7% | Reduced |
| Tradewinds, LLC. | 13,308 | $2.65M | 1.80% | +13,308 | New |
| Papp L Roy & Associates | 13,248 | $2.64M | 0.38% | +947+7.7% | Added |