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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 1,928 | $384.0K | 0.00% | −2,767−58.9% | Reduced |
| Choate Investment Advisors | 1,907 | $380.0K | 0.02% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 1,900 | $379.0K | 0.25% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,893 | $377.0K | 0.03% | +558+41.8% | Added |
| Madden Securities Corp | 1,885 | $376.0K | 0.21% | +905+92.3% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $375.0K | 0.44% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,880 | $375.0K | 0.03% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,879 | $374.0K | 0.16% | −854−31.2% | Reduced |
| Ossiam | 1,876 | $374.0K | 0.01% | +1,787+2,007.9% | Added |
| Formidable Asset Management, LLC | 1,854 | $373.0K | 0.08% | −17−0.9% | Reduced |
| Triangle Securities Wealth Management | 1,873 | $373.0K | 0.15% | +1,873 | New |
| Kestra Private Wealth Services, LLC | 1,868 | $372.0K | 0.02% | +106+6.0% | Added |
| Capital Asset Advisory Services LLC | 1,860 | $371.0K | 0.04% | +828+80.2% | Added |
| Coldstream Capital Management Inc | 1,855 | $370.0K | 0.01% | +636+52.2% | Added |
| HM Payson & Co | 1,850 | $369.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,837 | $366.0K | 0.02% | −664−26.5% | Reduced |
| First Community Trust NA | 1,836 | $366.0K | 0.43% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,832 | $365.0K | 0.02% | −12,222−87.0% | Reduced |
| Valley National Advisers Inc | 1,788 | $363.0K | 0.08% | +986+122.9% | Added |
| Mendel Money Management | 1,813 | $361.0K | 0.22% | +53+3.0% | Added |
| Chatham Capital Group, Inc. | 1,794 | $358.0K | 0.08% | −200−10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,795 | $358.0K | 0.07% | +456+34.1% | Added |
| Amica Retiree Medical Trust | 1,768 | $352.0K | 0.40% | +691+64.2% | Added |
| Telemus Capital, LLC | 1,756 | $350.0K | 0.03% | +4+0.2% | Added |
| Lincoln National Corp | 1,753 | $349.0K | 0.01% | −1,187−40.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,368 | $349.0K | 0.03% | +138+11.2% | Added |
| Chilton Capital Management LLC | 1,748 | $348.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,748 | $348.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,359 | $347.0K | 0.09% | +50+3.8% | Added |
| Fiducient Advisors LLC | 1,740 | $347.0K | 0.13% | +1,740 | New |
| Moneta Group Investment Advisors LLC | 1,731 | $345.0K | 0.01% | +1,731 | New |
| Old National Bancorp | 1,716 | $342.0K | 0.01% | +1,716 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,717 | $342.0K | 0.03% | +1,717 | New |
| Inscription Capital, LLC | 1,708 | $340.0K | 0.06% | −207−10.8% | Reduced |
| Ascent Group, LLC | 1,331 | $340.0K | 0.04% | −196−12.8% | Reduced |
| Centiva Capital, LP | 1,695 | $338.0K | 0.02% | +1,695 | New |
| B. Riley Wealth Management, Inc. | 1,686 | $336.0K | 0.03% | +333+24.6% | Added |
| Fragasso Group Inc. | 1,680 | $335.0K | 0.05% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,684 | $335.0K | 0.16% | +9+0.5% | Added |
| Stratos Wealth Advisors, LLC | 1,677 | $334.0K | 0.03% | +1+0.1% | Added |
| First Citizens Bank & Trust Co | 1,674 | $334.0K | 0.01% | +1,674 | New |
| Clarius Group, LLC | 1,671 | $333.0K | 0.03% | +113+7.3% | Added |
| Pluribus Labs, LLC | 1,665 | $332.0K | 0.61% | +1,665 | New |
| Navalign, LLC | 1,648 | $328.0K | 0.14% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,204 | $327.0K | 0.20% | +126+11.7% | Added |
| Cobblestone Capital Advisors LLC | 1,629 | $325.0K | 0.02% | −16−1.0% | Reduced |
| Evercore Wealth Management, LLC | 1,631 | $325.0K | 0.01% | +119+7.9% | Added |
| Group One Trading, L.P. | 1,626 | $324.0K | 0.01% | +1,626 | New |
| Change Path, LLC | 1,621 | $323.0K | 0.02% | +332+25.8% | Added |
| Ci Investments Inc. | 1,608 | $321.0K | 0.00% | −1,861−53.6% | Reduced |
| Regal Investment Advisors LLC | 1,603 | $319.0K | 0.03% | −42−2.6% | Reduced |
| Fred Alger Management, LLC | 1,603 | $319.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,600 | $319.0K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,601 | $319.0K | 0.05% | +1+0.1% | Added |
| Symmetry Partners, LLC | 1,590 | $317.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,584 | $316.0K | 0.00% | +296+23.0% | Added |
| Capital City Trust Co | 1,575 | $314.0K | 0.10% | +400+34.0% | Added |
| North Star Investment Management Corp. | 1,572 | $313.0K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,553 | $310.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,539 | $307.0K | 0.03% | −28−1.8% | Reduced |
| Baystate Wealth Management LLC | 1,541 | $307.0K | 0.03% | +8+0.5% | Added |
| Greenleaf Trust | 1,528 | $305.0K | 0.00% | −886−36.7% | Reduced |
| Patron Partners Advisors, LLC | 1,532 | $305.0K | 0.24% | −5−0.3% | Reduced |
| Basepoint Wealth LLC | 1,521 | $303.1K | 0.32% | −11−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,520 | $302.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,512 | $300.0K | 0.06% | −532−26.0% | Reduced |
| Montag A & Associates Inc | 1,507 | $300.0K | 0.02% | −1−0.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,532 | $299.0K | 0.08% | −2,851−65.0% | Reduced |
| Magellan Asset Management Ltd | 1,498 | $299.0K | 0.00% | −96−6.0% | Reduced |
| Bluestein R H & Co | 1,500 | $299.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $299.0K | 0.16% | 00.0% | Unchanged |
| Carmignac Gestion | 1,500 | $299.0K | 0.01% | +1,500 | New |
| Wealthcare Advisory Partners LLC | 1,494 | $298.0K | 0.02% | −189−11.2% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $298.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,488 | $297.0K | 0.10% | +12+0.8% | Added |
| TCWP LLC | 1,481 | $295.0K | 0.06% | −237−13.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,478 | $295.0K | 0.22% | +1,478 | New |
| United Capital Financial Advisers, LLC | 1,462 | $291.0K | 0.00% | +16+1.1% | Added |
| Wintrust Investments LLC | 1,451 | $289.0K | 0.03% | +21+1.5% | Added |
| Park Avenue Securities LLC | 1,435 | $286.0K | 0.01% | +1,435 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,429 | $285.0K | 0.01% | +26+1.9% | Added |
| Castleark Management LLC | 1,420 | $283.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,418 | $283.0K | 0.07% | +109+8.3% | Added |
| Middleton & Co Inc | 1,400 | $279.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $279.0K | 0.24% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $278.0K | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $276.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,387 | $276.0K | 0.11% | +719+107.6% | Added |
| WR Wealth Planners, LLC | 1,380 | $275.0K | 0.18% | +29+2.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,378 | $275.0K | 0.26% | −48−3.4% | Reduced |
| Merit Financial Group, LLC | 1,382 | $275.0K | 0.01% | +186+15.6% | Added |
| Vista Wealth Management Group, LLC | 1,364 | $270.0K | 0.04% | +2+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,349 | $268.9K | 0.00% | +458+51.4% | Added |
| 9258 Wealth Management, LLC | 1,329 | $265.0K | 0.07% | −46−3.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,330 | $265.0K | 0.83% | 00.0% | Unchanged |
| Keel Point, LLC | 1,044 | $265.0K | 0.04% | +14+1.4% | Added |
| Strong Tower Advisory Services | 1,325 | $264.0K | 0.14% | −40−2.9% | Reduced |
| Verus Capital Partners, LLC | 1,326 | $264.0K | 0.05% | +6+0.5% | Added |
| Prudent Investors Network | 1,304 | $260.0K | 0.14% | −457−26.0% | Reduced |
| Conning Inc. | 1,307 | $260.0K | 0.01% | −3−0.2% | Reduced |