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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 3,034 | $605.0K | 0.02% | +78+2.6% | 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 |
| Foundations Investment Advisors, LLC | 2,950 | $592.0K | 0.02% | +904+44.2% | Added |
| Los Angeles Capital Management LLC | 2,944 | $587.0K | 0.00% | −487−14.2% | Reduced |
| Transatlantique Private Wealth LLC | 2,900 | $578.0K | 0.40% | +2,900 | New |
| Toroso Investments, LLC | 2,885 | $575.0K | 0.02% | +668+30.1% | Added |
| EP Wealth Advisors, LLC | 2,875 | $573.0K | 0.01% | +1,799+167.2% | Added |
| Regentatlantic Capital LLC | 2,851 | $568.0K | 0.02% | +270+10.5% | Added |
| MainStreet Investment Advisors LLC | 2,841 | $567.0K | 0.07% | −346−10.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,834 | $565.0K | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,819 | $562.0K | 0.01% | +1,747+163.0% | 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 |
| Ensign Peak Advisors, Inc | 2,779 | $554.0K | 0.00% | +85+3.2% | Added |
| Massmutual Trust Co FSB | 2,766 | $551.0K | 0.02% | −328−10.6% | Reduced |
| NVWM, LLC | 2,756 | $549.0K | 0.21% | 00.0% | Unchanged |
| Vestcor Inc | 2,704 | $539.0K | 0.02% | +870+47.4% | Added |
| XTX Topco Ltd | 2,700 | $538.0K | 0.22% | +1,335+97.8% | Added |
| Monte Financial Group, LLC | 2,688 | $536.0K | 0.31% | +456+20.4% | Added |
| Wealthspire Advisors, LLC | 2,666 | $531.0K | 0.01% | +75+2.9% | Added |
| TD Private Client Wealth LLC | 2,650 | $528.2K | 0.03% | +224+9.2% | Added |
| Veriti Management LLC | 2,630 | $524.0K | 0.07% | +651+32.9% | Added |
| 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 |
| 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 |
| Laurel Wealth Advisors, Inc. | 2,596 | $518.0K | 0.05% | +2,596 | New |
| Raymond James Trust N.A. | 2,593 | $517.0K | 0.02% | −3,687−58.7% | Reduced |
| Boenning & Scattergood, Inc. | 2,590 | $516.0K | 0.10% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 2,583 | $515.0K | 0.13% | −6,749−72.3% | Reduced |
| Baldwin Investment Management, LLC | 2,580 | $514.0K | 0.18% | +140+5.7% | Added |
| Hutchinson Capital Management | 2,575 | $513.0K | 0.13% | +3+0.1% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 2,553 | $509.0K | 0.01% | −404−13.7% | 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 |
| Janney Capital Management LLC | 2,531 | $504.0K | 0.04% | −35−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,522 | $503.0K | 0.07% | +2,522 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,510 | $500.0K | 0.00% | +2,510 | New |
| Stonebridge Capital Advisors LLC | 2,506 | $499.0K | 0.06% | +605+31.8% | Added |
| Financial Management Network Inc | 2,502 | $497.0K | 0.26% | +10.0% | Added |
| Meeder Asset Management Inc | 2,487 | $496.0K | 0.03% | +80+3.3% | Added |
| Marietta Investment Partners LLC | 2,456 | $490.0K | 0.15% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,445 | $487.0K | 0.35% | +2,445 | New |
| Claret Asset Management Corp | 2,432 | $485.0K | 0.10% | +120+5.2% | Added |
| Stiles Financial Services Inc | 2,418 | $482.0K | 0.29% | +6+0.2% | 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 |
| Quantamental Technologies LLC | 2,407 | $480.0K | 0.22% | +1,198+99.1% | Added |
| Washington Capital Management Inc | 2,400 | $478.3K | 0.46% | +2,400 | New |
| Harfst & Associates, Inc. | 2,386 | $475.0K | 0.13% | +5+0.2% | Added |
| Mystic Asset Management, Inc. | 2,380 | $474.0K | 0.29% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,375 | $473.4K | 0.22% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,372 | $473.0K | 0.06% | +121+5.4% | Added |
| Partners Group Holding AG | 2,343 | $467.0K | 0.03% | +213+10.0% | Added |
| Advisor Resource Council | 2,334 | $466.0K | 0.04% | +2,334 | New |
| ETF Managers Group, LLC | 2,354 | $464.0K | 0.01% | −292−11.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,318 | $462.0K | 0.05% | +135+6.2% | Added |
| Evoke Wealth, LLC | 2,308 | $460.0K | 0.02% | +246+11.9% | Added |
| Panagora Asset Management Inc | 2,303 | $459.0K | 0.00% | +137+6.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,289 | $456.0K | 0.02% | +35+1.6% | Added |
| Two Sigma Securities, LLC | 2,279 | $454.0K | 0.08% | +2,279 | New |
| MONECO Advisors, LLC | 2,267 | $452.0K | 0.18% | −226−9.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,272 | $448.0K | 0.13% | +708+45.3% | Added |
| Prudential PLC | 2,243 | $447.0K | 0.01% | −50−2.2% | Reduced |
| Allworth Financial LP | 2,234 | $445.0K | 0.01% | +154+7.4% | Added |
| Fort, L.P. | 2,229 | $444.0K | 0.30% | −2,518−53.0% | Reduced |
| Evermay Wealth Management LLC | 2,198 | $438.0K | 0.09% | +625+39.7% | Added |
| Advisors Capital Management, LLC | 2,165 | $432.0K | 0.01% | −996−31.5% | Reduced |
| CWM, LLC | 2,163 | $431.0K | 0.00% | +428+24.7% | Added |
| First Hawaiian Bank | 2,158 | $430.0K | 0.02% | +1,377+176.3% | Added |
| IMA Wealth, Inc. | 2,150 | $429.0K | 0.10% | +2,150 | New |
| Moors & Cabot, Inc. | 2,146 | $428.0K | 0.03% | +95+4.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,120 | $423.0K | 0.04% | +740+53.6% | Added |
| Guardian Capital LP | 2,105 | $420.0K | 0.01% | −39,426−94.9% | Reduced |
| Birmingham Capital Management Co Inc | 2,100 | $419.0K | 0.17% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,080 | $414.0K | 0.29% | +1,034+98.9% | Added |
| RMB Capital Management, LLC | 2,058 | $410.0K | 0.01% | −48−2.3% | Reduced |
| Triton Wealth Management, PLLC | 1,643 | $410.0K | 0.29% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,045 | $408.0K | 0.02% | −285−12.2% | Reduced |
| Bokf, NA | 2,043 | $408.0K | 0.01% | +312+18.0% | Added |
| Beaumont Asset Management, L.L.C. | 2,044 | $407.0K | 0.31% | +2,044 | New |
| Drake & Associates, LLC | 2,038 | $406.0K | 0.23% | +2,038 | New |
| Corient Capital Partners, LLC | 2,015 | $402.0K | 0.03% | −194−8.8% | Reduced |
| Bessemer Group Inc | 2,005 | $401.0K | 0.00% | −182−8.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,010 | $401.0K | 0.06% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,008 | $400.0K | 0.12% | +108+5.7% | Added |
| Avalon Investment & Advisory | 1,996 | $398.0K | 0.01% | −90−4.3% | Reduced |
| Beaton Management Co. Inc. | 1,990 | $397.0K | 0.28% | +250+14.4% | Added |
| Selective Wealth Management, Inc. | 1,972 | $393.0K | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,972 | $393.0K | 0.01% | +52+2.7% | Added |
| Cambridge Trust Co | 1,968 | $392.0K | 0.02% | +75+4.0% | Added |
| Whittier Trust Co | 1,961 | $390.0K | 0.01% | −338−14.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,956 | $390.0K | 0.01% | −72−3.6% | Reduced |
| MTM Investment Management, LLC | 1,943 | $386.0K | 0.21% | 00.0% | Unchanged |
| Addison Capital Co | 1,932 | $385.0K | 0.23% | +73+3.9% | Added |