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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.

Q3 2022 vs. Q2 2022

How the institutions holding Rockwell Automation, Inc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of ROK: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders97614994+32
Shares92.7M128.6K91.0M−1.61M (−1.7%)
Value$18.5B$25.6M$19.6B+$1.15B (+6.3%)

14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Rockwell Automation, Inc at the end of Q3 2022 but not at the end of Q2 2022.

Showing the largest 100 of 105 by value.

Institutions new to ROK in Q3 2022
InstitutionSharesValue% of portfolio
Millennium Management LLC953,525$205.1M0.25%
Balyasny Asset Management LLC405,549$87.2M0.34%
Worldquant Millennium Advisors LLC126,970$27.3M0.66%
ExodusPoint Capital Management, LP72,954$15.7M0.22%
Covea Finance57,823$12.4M0.65%
Trexquant Investment LP28,273$6.08M0.21%
HRT Financial LP25,894$5.57M0.06%
Engine No. 1 LLC24,919$5.36M2.64%
Twinbeech Capital LP24,352$5.24M0.14%
Weiss Multi-Strategy Advisers LLC21,500$4.63M0.13%
Alight Capital Management LP20,000$4.30M5.58%
Chemung Canal Trust Co15,262$3.28M0.82%
MUFG Securities EMEA plc15,000$3.23M0.06%
Delaney Dennis R14,761$3.18M3.05%
Czech National Bank13,415$2.89M0.08%
Qube Research & Technologies Ltd11,777$2.53M0.02%
Dymon Asia Capital (Singapore) Pte. Ltd.11,085$2.38M3.25%
Dynamic Technology Lab Private Ltd10,972$2.36M0.23%
Teachers Retirement System of the State of Kentucky10,843$2.33M0.03%
Ergoteles LLC10,141$2.18M0.08%
Graham Capital Management, L.P.8,959$1.93M0.08%
Prime Capital Investment Advisors, LLC8,948$1.93M0.11%
Laurion Capital Management LP8,624$1.85M0.05%
Engineers Gate Manager LP6,556$1.41M0.09%
Advisor Partners II, LLC6,086$1.31M0.10%
Elmwood Wealth Management, Inc.5,506$1.18M0.59%
Fox Run Management, L.L.C.5,446$1.17M0.46%
Hoey Investments, Inc5,203$1.12M0.46%
Holocene Advisors, LP4,884$1.05M0.01%
Tempus Wealth Planning, LLC4,850$1.04M0.70%
AXS Investments LLC4,074$876.0K0.34%
Rafferty Asset Management, LLC3,688$793.0K0.01%
Grantham, Mayo, Van Otterloo & Co. LLC3,646$784.0K0.00%
Campbell & CO Investment Adviser LLC3,259$701.0K0.16%
Carmel Capital Partners, LLC3,066$660.0K0.64%
Prelude Capital Management, LLC2,727$587.0K0.03%
Ritholtz Wealth Management2,730$587.0K0.03%
Diametric Capital, LP2,595$558.0K0.28%
Dakota Wealth Management2,100$452.0K0.04%
Verition Fund Management LLC1,993$429.0K0.01%
IHT Wealth Management, LLC1,849$398.0K0.03%
WealthPlan Investment Management, LLC1,474$376.0K0.03%
Seven Eight Capital, LP1,730$372.0K0.07%
Keebeck Alpha, LP1,702$366.0K0.20%
Cadent Capital Advisors, LLC1,584$341.0K0.20%
Pinkerton Retirement Specialists, LLC1,544$332.0K0.13%
We Are One Seven, LLC631$329.0K0.03%
Wedmont Private Capital1,452$312.0K0.06%
Exos TFP Holdings LLC1,448$311.0K0.14%
Ascent Wealth Partners, LLC1,438$309.0K0.07%
Personal Capital Advisors Corp1,312$282.0K0.00%
Monticello Wealth Management, LLC1,300$279.0K0.03%
Verity Asset Management, Inc.1,286$276.6K0.29%
Ninety One SA (PTY) Ltd1,253$275.0K0.11%
Echo Street Capital Management LLC1,205$259.0K0.00%
Financial Advisory Corp1,186$255.0K0.15%
55I, LLC1,180$254.0K0.01%
Wipfli Financial Advisors LLC,1,173$252.0K0.02%
Community Trust & Investment Co1,155$248.0K0.02%
Horizon Investments, LLC1,160$248.0K0.01%
Mission Creek Capital Partners, Inc.1,087$234.0K0.09%
Investment Partners, Ltd.1,076$232.0K0.07%
Connecticut Wealth Management, LLC1,059$228.0K0.02%
Ballentine Partners, LLC1,034$222.0K0.01%
SFMG, LLC975$220.0K0.03%
Baltimore-Washington Financial Advisors, Inc.1,015$218.0K0.02%
Beacon Pointe Advisors, LLC1,000$218.0K0.00%
S&CO Inc1,000$215.0K0.02%
Argent Advisors, Inc.1,000$215.0K0.13%
Ipswich Investment Management Co., Inc.1,000$215.0K0.07%
Wellington Shields & Co., LLC1,000$215.0K0.09%
Cottage Street Advisors LLC1,000$215.0K0.18%
Pettyjohn, Wood & White, Inc982$211.0K0.06%
Truadvice, LLC827$211.0K0.12%
Summit Asset Management, LLC977$210.0K0.07%
Cipher Capital LP969$208.0K0.03%
Pegasus Partners Ltd.950$204.0K0.04%
Baker Tilly Wealth Management, LLC945$203.0K0.03%
Bowman & Co S.C.946$203.0K0.18%
Maple Capital Management, Inc.750$201.0K0.03%
Smart Money Group LLC934$201.0K0.14%
Healthcare of Ontario Pension Plan Trust Fund626$135.0K0.00%
Cary Street Partners Asset Management LLC600$129.0K0.03%
McClarren Financial Advisors, Inc.542$116.0K0.12%
Householder Group Estate & Retirement Specialist, LLC533$114.0K0.05%
Godsey & Gibb Associates487$105.0K0.08%
Alta Advisers Ltd400$86.0K0.05%
State of Wyoming396$85.0K0.04%
Axiom Investment Management LLC254$55.0K0.11%
Legend Financial Advisors, Inc.215$46.2K0.04%
Asset Dedication, LLC201$43.0K0.00%
Pinnacle Financial Partners Inc100$22.0K0.00%
Bellwether Advisors, LLC71$15.0K0.00%
Dark Forest Capital Management LP72$15.0K0.00%
Riverview Trust Co64$14.0K0.01%
Loomis Sayles & Co L P54$12.0K0.00%
Cowa, LLC52$11.0K0.01%
Atlantic Trust, LLC40$9.00K0.00%
Laffer Tengler Investments23$4.95K0.00%
Clean Yield Group17$4.00K0.00%

Sold out (73)

Institutions that held Rockwell Automation, Inc at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of ROK in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
FIFTHDELTA Ltd512,100$102.1M
Ceredex Value Advisors LLC365,833$72.9M
Adage Capital Partners GP, L.L.C.187,481$37.4M
Marshall Wace, LLP26,228$5.23M
Wellington Management Group LLP23,052$4.59M
Capital Fund Management S.A.22,110$4.41M
ING Groep NV21,878$4.36M
Quantbot Technologies LP13,753$2.74M
Simplex Trading, LLC10,105$2.01M
Maryland State Retirement & Pension System8,867$1.77M
Stone Run Capital, LLC8,737$1.74M
Bridgewater Associates, LP8,300$1.65M
Occudo Quantitative Strategies LP7,957$1.59M
Aigen Investment Management, LP7,885$1.57M
Alps Advisors Inc6,309$1.26M
Quadrature Capital Ltd6,065$1.21M
Arabesque Asset Management Ltd5,464$1.09M
Reaves W H & Co Inc5,344$1.06M
Ulrich Consultants & Investment Group, LLC4,880$973.0K
Alberta Investment Management Corp4,710$939.0K
InTrack Investment Management Inc4,613$919.0K
NuWave Investment Management, LLC4,423$882.0K
Eudaimonia Partners, LLC3,869$771.0K
Donoghue Forlines LLC3,828$763.0K
Interval Partners, LP3,750$747.0K
Los Angeles Capital Management LLC2,944$587.0K
EP Wealth Advisors, LLC2,875$573.0K
Hirtle Callaghan & Co LLC2,616$521.0K
Connor, Clark & Lunn Investment Management Ltd.2,510$500.0K
Quantamental Technologies LLC2,407$480.0K
Advisor Resource Council2,334$466.0K
Two Sigma Securities, LLC2,279$454.0K
IMA Wealth, Inc.2,150$429.0K
Fiducient Advisors LLC1,740$347.0K
Centiva Capital, LP1,695$338.0K
Carmignac Gestion1,500$299.0K
Castleark Management LLC1,420$283.0K
Hilltop Holdings Inc.1,238$247.0K
Claraphi Advisory Network, LLC1,201$239.0K
Great Lakes Advisors, LLC1,153$230.0K
Nwam LLC1,143$228.0K
Lido Advisors, LLC1,130$225.0K
Modera Wealth Management, LLC1,083$216.0K
Pinnacle Wealth Management Advisory Group, LLC1,044$208.0K
Accurate Wealth Management, LLC1,044$208.0K
Simmons Bank1,026$204.0K
Scissortail Wealth Management, LLC354$123.0K
South Dakota Investment Council500$100.0K
ACG Wealth488$97.0K
CoreCap Advisors, LLC459$91.0K
Prospera Financial Services Inc405$81.0K
CX Institutional375$75.0K
Northern Oak Wealth Management Inc320$64.0K
Newfound Research LLC262$52.0K
Clear Street Markets LLC243$48.0K
Logan Capital Management Inc234$47.0K
Graves-Light Private Wealth Management, Inc.183$36.0K
Total Clarity Wealth Management, Inc.157$31.0K
Neo Ivy Capital Management148$29.0K
Heritage Financial Services, LLC138$27.0K
Steward Financial Group LLC131$26.0K
Regency Capital Management Inc.50$10.0K
GW&K Investment Management, LLC32$6.00K
Patriot Financial Group Insurance Agency, LLC26$5.00K
Global Wealth Management Investment Advisory, Inc.13$3.00K
Concord Wealth Partners16$3.00K
Plante Moran Financial Advisors, LLC8$2.00K
Better Money Decisions, LLC9$2.00K
Toth Financial Advisory Corp5$1.00K
Fairfield, Bush & Co.7$1.00K
Tfo-TDC, LLC7$1.00K
Sound Income Strategies, LLC5$1.00K
Curi Capital1$0

Not filed for Q3 2022 yet (14)

Institutions that held Rockwell Automation, Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Farmer Steven Patrick72,998$14.5M
Crossvault Capital Management LLC29,479$5.88M
Advisor Partners LLC5,859$1.17M
HighPoint Advisor Group LLC5,705$1.14M
Murphy Capital Management Inc2,800$558.0K
Minot Wealth Management LLC2,583$515.0K
Loveless Wealth Management LLC1,900$379.0K
Coldstream Capital Management Inc1,855$370.0K
B. Riley Wealth Management, Inc.1,686$336.0K
Pluribus Labs, LLC1,665$332.0K
Brewin Dolphin Ltd948$189.0K
Fieldpoint Private Securities, LLC726$145.0K
Lake Point Wealth Management366$73.0K
Private Capital Group, LLC12$2.00K