Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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, Q3 2022

Institutional positions in Rockwell Automation, Inc as of Sep 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: 994; +32 vs. Q2 2022
Shares held: 91.0M; −1.61M (−1.7%) vs. Q2 2022
Total value: $19.6B; +$1.15B (+6.3%) vs. Q2 2022
New holders: 105; 344 more added
Sold out: 73; 343 more reduced

14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 994 institutions

Value heldQ3 2022: $19.6B

Institutions holding ROK and their total value by quarter
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, Q3 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2022.

Institutions holding ROK in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
J.Safra Asset Management Corp	177	$0	0.00%	+13+7.9%	Added
SOA Wealth Advisors, LLC.	2	$0	0.00%	00.0%	Unchanged
Surevest, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	5	$1.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$1.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	5	$1.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	5	$1.00K	0.00%	+5	New
Abound Wealth Management	6	$1.30K	0.00%	+6	New
JNBA Financial Advisors	9	$2.00K	0.00%	−42−82.4%	Reduced
Kayne Anderson Rudnick Investment Management LLC	8	$2.00K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	10	$2.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	11	$2.00K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.00K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	7	$2.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	8	$2.00K	0.00%	+5+166.7%	Added
Moisand Fitzgerald Tamayo, LLC	9	$2.00K	0.00%	+9	New
SJS Investment Consulting Inc.	8	$2.00K	0.00%	+8	New
Baldwin Brothers Inc	12	$3.00K	0.00%	−116−90.6%	Reduced
Bellevue Asset Management, LLC	15	$3.00K	0.00%	−10−40.0%	Reduced
Investors Research Corp	15	$3.00K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	15	$3.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	16	$3.00K	0.00%	+16	New
Geneos Wealth Management Inc.	23	$4.00K	0.00%	−107−82.3%	Reduced
West Oak Capital, LLC	18	$4.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	19	$4.00K	0.00%	+1+5.6%	Added
Clean Yield Group	17	$4.00K	0.00%	+17	New
Laffer Tengler Investments	23	$4.95K	0.00%	+23	New
Harbor Investment Advisory, LLC	22	$5.00K	0.00%	−3−12.0%	Reduced
Jones Financial Companies LLLP	21	$5.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$5.38K	0.00%	00.0%	Unchanged
Core Alternative Capital	28	$6.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$6.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	32	$7.00K	0.00%	+1+3.2%	Added
Aspire Private Capital, LLC	39	$8.00K	0.00%	00.0%	Unchanged
CNB Bank	36	$8.00K	0.01%	00.0%	Unchanged
Schubert & Co	35	$8.00K	0.01%	+8+29.6%	Added
Sutton Wealth Advisors Inc.	39	$8.39K	0.00%	+1+2.6%	Added
Global Financial Private Client, LLC	39	$8.80K	0.01%	00.0%	Unchanged
Erste Asset Management GmbH	41	$8.82K	0.00%	−741−94.8%	Reduced
Creative Financial Designs Inc	40	$9.00K	0.00%	+1+2.6%	Added
Zullo Investment Group, Inc.	41	$9.00K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	41	$9.00K	0.00%	+18+78.3%	Added
Atlantic Trust, LLC	40	$9.00K	0.00%	+40	New
First Manhattan Co	50	$10.0K	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	45	$10.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	46	$10.0K	0.00%	00.0%	Unchanged
Arlington Partners LLC	45	$10.0K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$10.8K	0.01%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	49	$11.0K	0.00%	−4−7.5%	Reduced
Mascoma Wealth Management LLC	50	$11.0K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	50	$11.0K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	49	$11.0K	0.00%	+3+6.5%	Added
Raleigh Capital Management Inc.	52	$11.0K	0.01%	+5+10.6%	Added
Cowa, LLC	52	$11.0K	0.01%	+52	New
Glen Eagle Advisors, LLC	55	$11.8K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	54	$12.0K	0.00%	+11+25.6%	Added
First Horizon Advisors, Inc.	55	$12.0K	0.00%	+13+31.0%	Added
Loomis Sayles & Co L P	54	$12.0K	0.00%	+54	New
Sierra Capital LLC	60	$13.0K	0.00%	−13−17.8%	Reduced
Ancora Advisors, LLC	62	$13.0K	0.00%	−2−3.1%	Reduced
GPS Wealth Strategies Group, LLC	62	$13.0K	0.00%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	63	$14.0K	0.00%	−9−12.5%	Reduced
TD Ameritrade Investment Management, LLC	63	$14.0K	0.00%	00.0%	Unchanged
Lee Financial Co	64	$14.0K	0.00%	+6+10.3%	Added
Riverview Trust Co	64	$14.0K	0.01%	+64	New
TD Waterhouse Canada Inc.	66	$14.9K	0.00%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	0	$15.0K	0.01%	−70−100.0%	Reduced
New Millennium Group LLC	71	$15.0K	0.02%	00.0%	Unchanged
Bellwether Advisors, LLC	71	$15.0K	0.00%	+71	New
Dark Forest Capital Management LP	72	$15.0K	0.00%	+72	New
West Paces Advisors Inc.	72	$15.5K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	73	$16.0K	0.00%	+26+55.3%	Added
Hexagon Capital Partners LLC	80	$17.0K	0.01%	−50−38.5%	Reduced
Essex Investment Management Co LLC	80	$17.0K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	76	$17.0K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	86	$18.0K	0.01%	+21+32.3%	Added
Johnson Financial Group, Inc.	74	$19.0K	0.00%	−114−60.6%	Reduced
Your Advocates Ltd., LLP	91	$20.0K	0.01%	00.0%	Unchanged
Knuff & Co LLC	100	$22.0K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	100	$22.0K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	104	$22.0K	0.00%	+14+15.6%	Added
Pinnacle Financial Partners Inc	100	$22.0K	0.00%	+100	New
Financial Perspectives, Inc	112	$24.1K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	118	$25.0K	0.01%	+30+34.1%	Added
Livforsakringsbolaget Skandia, Omsesidigt	134	$29.0K	0.00%	−600−81.7%	Reduced
Parkside Financial Bank & Trust	140	$30.0K	0.01%	+4+2.9%	Added
Tilia Fiduciary Partners, Inc.	136	$31.0K	0.03%	−34−20.0%	Reduced
SRS Capital Advisors, Inc.	149	$32.0K	0.01%	+1+0.7%	Added
Community Bank, N.A.	155	$33.0K	0.01%	00.0%	Unchanged
BDO Wealth Advisors, LLC	163	$35.0K	0.00%	+83+103.8%	Added
Anchor Investment Management, LLC	170	$36.6K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	171	$37.0K	0.01%	00.0%	Unchanged
Money Concepts Capital Corp	170	$37.0K	0.00%	+159+1,445.5%	Added
Pinnacle Bancorp, Inc.	176	$38.0K	0.02%	00.0%	Unchanged
Eagle Bay Advisors LLC	182	$39.0K	0.02%	−13−6.7%	Reduced
Howe & Rusling Inc	180	$39.0K	0.01%	00.0%	Unchanged
Motco	182	$39.0K	0.00%	00.0%	Unchanged
Spire Wealth Management	184	$40.0K	0.00%	−79−30.0%	Reduced