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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 717 | $143.0K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 712 | $142.0K | 0.01% | −2,337−76.6% | Reduced |
| Professional Financial Advisors, LLC | 700 | $140.0K | 0.08% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 696 | $139.0K | 0.01% | −251−26.5% | Reduced |
| Tevis Investment Management | 695 | $139.0K | 0.13% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 398 | $138.0K | 0.01% | −722−64.5% | Reduced |
| Tradition Wealth Management, LLC | 682 | $136.0K | 0.02% | +4+0.6% | Added |
| Quadrant Capital Group LLC | 678 | $135.0K | 0.02% | +49+7.8% | Added |
| MCF Advisors LLC | 658 | $131.0K | 0.01% | +31+4.9% | Added |
| Brown Brothers Harriman & Co | 639 | $127.0K | 0.00% | −494−43.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $126.0K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 354 | $123.0K | 0.05% | +354 | New |
| JFS Wealth Advisors, LLC | 578 | $115.0K | 0.01% | +25+4.5% | Added |
| Acadian Asset Management LLC | 563 | $112.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 542 | $108.0K | 0.00% | −10−1.8% | Reduced |
| Tobam | 544 | $108.0K | 0.01% | +245+81.9% | Added |
| Washington Trust Advisors, Inc. | 536 | $107.0K | 0.01% | −14−2.5% | Reduced |
| Accel Wealth Management | 508 | $105.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $103.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $100.0K | 0.01% | −562−52.9% | Reduced |
| Hoertkorn Richard Charles | 500 | $100.0K | 0.06% | 00.0% | Unchanged |
| South Dakota Investment Council | 500 | $100.0K | 0.00% | +500 | New |
| ACG Wealth | 488 | $97.0K | 0.02% | +488 | New |
| AlphaMark Advisors, LLC | 482 | $96.0K | 0.04% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 480 | $96.0K | 0.00% | +247+106.0% | Added |
| Caldwell Trust Co | 464 | $92.5K | 0.01% | +100+27.5% | Added |
| CoreCap Advisors, LLC | 459 | $91.0K | 0.01% | +459 | New |
| Kenfarb & Co. | 310 | $87.0K | 0.07% | 00.0% | Unchanged |
| Private Ocean, LLC | 420 | $83.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 405 | $81.0K | 0.00% | −389−49.0% | Reduced |
| Strategic Asset Management, LLC | 388 | $77.0K | 0.12% | −6−1.5% | Reduced |
| TFC Financial Management | 379 | $76.0K | 0.02% | −420−52.6% | Reduced |
| American National Bank | 375 | $75.0K | 0.02% | +26+7.4% | Added |
| CX Institutional | 375 | $75.0K | 0.01% | +375 | New |
| Lindbrook Capital, LLC | 373 | $74.0K | 0.01% | +13+3.6% | Added |
| Lake Point Wealth Management | 366 | $73.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 361 | $72.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $72.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 360 | $72.0K | 0.01% | +37+11.5% | Added |
| KB Financial Partners, LLC | 347 | $69.0K | 0.02% | +103+42.2% | Added |
| Covestor Ltd | 347 | $69.0K | 0.06% | +136+64.5% | Added |
| Pacer Advisors, Inc. | 335 | $67.0K | 0.00% | −6,759−95.3% | Reduced |
| Hoese & Co LLP | 324 | $65.0K | 0.07% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 320 | $64.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $64.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 310 | $62.0K | 0.01% | −60−16.2% | Reduced |
| TCI Wealth Advisors, Inc. | 291 | $58.0K | 0.01% | −28−8.8% | Reduced |
| Altshuler Shaham Ltd | 272 | $54.0K | 0.00% | −143−34.5% | Reduced |
| Spire Wealth Management | 263 | $52.0K | 0.00% | −326−55.3% | Reduced |
| Newfound Research LLC | 262 | $52.0K | 0.11% | −153−36.9% | Reduced |
| Versant Capital Management, Inc | 261 | $52.0K | 0.02% | −3−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $51.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $50.0K | 0.00% | −600−70.6% | Reduced |
| Central Bank & Trust Co | 248 | $49.0K | 0.01% | −860−77.6% | Reduced |
| Oakworth Capital, Inc. | 244 | $49.0K | 0.00% | −56−18.7% | Reduced |
| Lowe Wealth Advisors, LLC | 248 | $49.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 244 | $49.0K | 0.00% | +13+5.6% | Added |
| Clear Street Markets LLC | 243 | $48.0K | 0.02% | +196+417.0% | Added |
| Logan Capital Management Inc | 234 | $47.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $45.0K | 0.01% | −11−4.6% | Reduced |
| High Net Worth Advisory Group LLC | 215 | $43.0K | 0.02% | −162−43.0% | Reduced |
| West Branch Capital LLC | 213 | $42.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $42.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $40.0K | 0.01% | −260−56.5% | Reduced |
| Independence Bank of Kentucky | 200 | $40.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $39.9K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 195 | $39.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 195 | $38.9K | 0.02% | +195 | New |
| TSFG, LLC | 190 | $38.0K | 0.02% | +1+0.5% | Added |
| Zions Bancorporation, N.A. | 193 | $38.0K | 0.00% | +54+38.8% | Added |
| Hantz Financial Services, Inc. | 189 | $38.0K | 0.00% | +189 | New |
| Johnson Financial Group, Inc. | 188 | $37.0K | 0.00% | +4+2.2% | Added |
| Howe & Rusling Inc | 180 | $36.0K | 0.00% | −40−18.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 183 | $36.0K | 0.01% | −4−2.1% | Reduced |
| Motco | 182 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 176 | $35.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 170 | $34.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 170 | $33.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 153 | $31.0K | 0.01% | −24−13.6% | Reduced |
| Community Bank, N.A. | 155 | $31.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 156 | $31.0K | 0.01% | +1+0.6% | Added |
| Total Clarity Wealth Management, Inc. | 157 | $31.0K | 0.02% | +157 | New |
| SRS Capital Advisors, Inc. | 148 | $30.0K | 0.00% | +17+13.0% | Added |
| Neo Ivy Capital Management | 148 | $29.0K | 0.08% | +148 | New |
| Parkside Financial Bank & Trust | 136 | $27.0K | 0.01% | +46+51.1% | Added |
| Heritage Financial Services, LLC | 138 | $27.0K | 0.02% | +138 | New |
| Baldwin Brothers Inc | 128 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 131 | $26.0K | 0.02% | +3+2.3% | Added |
| Hexagon Capital Partners LLC | 130 | $26.0K | 0.01% | +50+62.5% | Added |
| Geneos Wealth Management Inc. | 130 | $25.0K | 0.00% | −17−11.6% | Reduced |
| Financial Perspectives, Inc | 112 | $22.3K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 91 | $18.0K | 0.01% | +1+1.1% | Added |
| City State Bank | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $18.0K | 0.00% | +55+157.1% | Added |
| Bell Investment Advisors, Inc | 88 | $18.0K | 0.01% | +88 | New |
| Essex Investment Management Co LLC | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $16.0K | 0.00% | 00.0% | Unchanged |