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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 930 | $260.0K | 0.16% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $259.0K | 0.27% | 00.0% | Unchanged |
| Balentine LLC | 1,291 | $257.0K | 0.01% | −425−24.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,272 | $254.0K | 0.06% | −271−17.6% | Reduced |
| Sicart Associates LLC | 1,270 | $253.0K | 0.08% | −50−3.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,263 | $252.0K | 0.03% | +48+4.0% | Added |
| American Portfolios Advisors | 1,263 | $251.7K | 0.01% | −684−35.1% | Reduced |
| Annex Advisory Services, LLC | 1,253 | $250.0K | 0.02% | +126+11.2% | Added |
| Avitas Wealth Management LLC | 1,252 | $250.0K | 0.05% | +1,252 | New |
| Centerpoint Advisors, LLC | 1,250 | $249.0K | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,249 | $249.0K | 0.02% | +9+0.7% | Added |
| Evergreen Capital Management LLC | 1,246 | $248.0K | 0.01% | −91−6.8% | Reduced |
| Focus Financial Network, Inc. | 1,239 | $247.0K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,240 | $247.0K | 0.15% | −126−9.2% | Reduced |
| Hilltop Holdings Inc. | 1,238 | $247.0K | 0.03% | +42+3.5% | Added |
| J.W. Cole Advisors, Inc. | 1,228 | $245.0K | 0.02% | −40−3.2% | Reduced |
| Bridge Advisory, LLC | 1,236 | $245.0K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,223 | $244.0K | 0.01% | −456−27.2% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $244.0K | 0.26% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $244.0K | 0.02% | +300+32.4% | Added |
| Sawtooth Solutions, LLC | 1,223 | $244.0K | 0.03% | +346+39.5% | Added |
| Great Valley Advisor Group, Inc. | 1,220 | $243.0K | 0.01% | −192−13.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $242.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,212 | $241.0K | 0.11% | +1+0.1% | Added |
| Walleye Capital LLC | 1,208 | $241.0K | 0.01% | +1,208 | New |
| Chicago Trust Co NA | 1,205 | $240.0K | 0.06% | −745−38.2% | Reduced |
| Hyman Charles D | 1,204 | $240.0K | 0.02% | −50−4.0% | Reduced |
| Claraphi Advisory Network, LLC | 1,201 | $239.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,197 | $239.0K | 0.01% | +140+13.2% | Added |
| Gofen & Glossberg LLC | 1,190 | $237.0K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,185 | $236.0K | 0.04% | −1,445−54.9% | Reduced |
| AIA Group Ltd | 1,182 | $236.0K | 0.01% | −237−16.7% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $236.0K | 0.06% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,184 | $236.0K | 0.02% | −3,486−74.6% | Reduced |
| Cannon Financial Strategists, Inc. | 1,170 | $233.2K | 0.09% | −14−1.2% | Reduced |
| Great Lakes Advisors, LLC | 1,153 | $230.0K | 0.00% | −40−3.4% | Reduced |
| Bailard, Inc. | 1,147 | $229.0K | 0.01% | −218−16.0% | Reduced |
| Nwam LLC | 1,143 | $228.0K | 0.02% | +95+9.1% | Added |
| Bradley Foster & Sargent Inc | 1,137 | $227.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,133 | $226.0K | 0.07% | +1,133 | New |
| Lido Advisors, LLC | 1,130 | $225.0K | 0.00% | −67−5.6% | Reduced |
| Associated Banc-Corp | 1,126 | $225.0K | 0.01% | +10+0.9% | Added |
| Foundry Partners, LLC | 1,123 | $224.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,121 | $223.4K | 0.02% | +87+8.4% | Added |
| HBK Sorce Advisory LLC | 1,118 | $223.0K | 0.02% | −153−12.0% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $223.0K | 0.11% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,120 | $223.0K | 0.24% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,112 | $222.0K | 0.01% | −43−3.7% | Reduced |
| United Bank | 1,115 | $222.0K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $222.0K | 0.02% | +1,112 | New |
| Smithfield Trust Co | 1,107 | $221.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,108 | $221.0K | 0.01% | +25+2.3% | Added |
| Milestone Advisory Partners | 1,100 | $219.0K | 0.18% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,083 | $216.0K | 0.01% | −28−2.5% | Reduced |
| FineMark National Bank & Trust | 1,082 | $216.0K | 0.01% | +42+4.0% | Added |
| Linscomb & Williams, Inc. | 1,081 | $215.0K | 0.01% | −50−4.4% | Reduced |
| Founders Financial Securities LLC | 1,080 | $215.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,068 | $213.0K | 0.03% | +1+0.1% | Added |
| Johnson Investment Counsel Inc | 1,065 | $212.0K | 0.00% | +1,065 | New |
| Column Capital Advisors, LLC | 1,057 | $211.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 954 | $211.0K | 0.05% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,051 | $210.0K | 0.01% | −282−21.2% | Reduced |
| Ropes Wealth Advisors LLC | 1,050 | $209.0K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,044 | $208.0K | 0.11% | −39−3.6% | Reduced |
| Centric Wealth Management | 1,045 | $208.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,044 | $208.0K | 0.03% | +119+12.9% | Added |
| Profund Advisors LLC | 1,035 | $206.0K | 0.01% | −340−24.7% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $206.0K | 0.04% | +26+2.6% | Added |
| Castle Rock Wealth Management, LLC | 1,015 | $206.0K | 0.11% | +1,015 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,027 | $205.0K | 0.04% | +239+30.3% | Added |
| Simmons Bank | 1,026 | $204.0K | 0.02% | −257−20.0% | Reduced |
| Pitcairn Co | 1,022 | $204.0K | 0.02% | −10−1.0% | Reduced |
| Kelly Financial Services LLC | 1,021 | $203.4K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,014 | $202.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,011 | $202.0K | 0.08% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $201.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,008 | $200.9K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 1,004 | $200.0K | 0.09% | +1,004 | New |
| Estabrook Capital Management | 1,000 | $199.3K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $197.0K | 0.11% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 984 | $196.0K | 0.00% | −116−10.5% | Reduced |
| Gradient Investments LLC | 984 | $196.0K | 0.01% | −26−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 981 | $196.0K | 0.02% | +35+3.7% | Added |
| Ronald Blue Trust, Inc. | 697 | $195.0K | 0.00% | +697 | New |
| Marshall & Sullivan Inc | 950 | $189.0K | 0.12% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 948 | $189.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 946 | $189.0K | 0.00% | +471+99.2% | Added |
| Assetmark, Inc | 932 | $186.0K | 0.00% | −1,362−59.4% | Reduced |
| Trust Co of Vermont | 913 | $182.0K | 0.01% | +1+0.1% | Added |
| FourThought Financial, LLC | 894 | $178.0K | 0.03% | −64−6.7% | Reduced |
| Hudock, Inc. | 882 | $175.0K | 0.06% | +1+0.1% | Added |
| Harbour Investments, Inc. | 862 | $172.0K | 0.01% | +862 | New |
| Key Financial Inc | 851 | $169.0K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 817 | $162.8K | 0.01% | +82+11.2% | Added |
| Central Trust Co | 802 | $160.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 796 | $159.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 783 | $156.0K | 0.07% | −153−16.3% | Reduced |
| Erste Asset Management GmbH | 782 | $155.9K | 0.00% | −1,710−68.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 734 | $146.0K | 0.01% | −200−21.4% | Reduced |
| Fieldpoint Private Securities, LLC | 726 | $145.0K | 0.04% | +647+819.0% | Added |