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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.

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
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ3 2022: $19.6B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$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
InstitutionSharesValue% of portfolioChange in sharesAction
ING Groep NV0$00.00%−21,878−100.0%Sold out
Quantbot Technologies LP0$00.00%−13,753−100.0%Sold out
Simplex Trading, LLC0$00.00%−10,105−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−8,867−100.0%Sold out
Stone Run Capital, LLC0$00.00%−8,737−100.0%Sold out
Bridgewater Associates, LP0$00.00%−8,300−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−7,957−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,885−100.0%Sold out
Alps Advisors Inc0$00.00%−6,309−100.0%Sold out
Quadrature Capital Ltd0$00.00%−6,065−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−5,464−100.0%Sold out
Reaves W H & Co Inc0$00.00%−5,344−100.0%Sold out
Ulrich Consultants & Investment Group, LLC0$00.00%−4,880−100.0%Sold out
Alberta Investment Management Corp0$00.00%−4,710−100.0%Sold out
InTrack Investment Management Inc0$00.00%−4,613−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−4,423−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−3,869−100.0%Sold out
Donoghue Forlines LLC0$00.00%−3,828−100.0%Sold out
Interval Partners, LP0$00.00%−3,750−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,944−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−2,875−100.0%Sold out
Hirtle Callaghan & Co LLC0$00.00%−2,616−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,510−100.0%Sold out
Quantamental Technologies LLC0$00.00%−2,407−100.0%Sold out
Advisor Resource Council0$00.00%−2,334−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,279−100.0%Sold out
IMA Wealth, Inc.0$00.00%−2,150−100.0%Sold out
Fiducient Advisors LLC0$00.00%−1,740−100.0%Sold out
Centiva Capital, LP0$00.00%−1,695−100.0%Sold out
Carmignac Gestion0$00.00%−1,500−100.0%Sold out
Castleark Management LLC0$00.00%−1,420−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,238−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−1,201−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−1,153−100.0%Sold out
Nwam LLC0$00.00%−1,143−100.0%Sold out
Lido Advisors, LLC0$00.00%−1,130−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−1,083−100.0%Sold out
Pinnacle Wealth Management Advisory Group, LLC0$00.00%−1,044−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−1,044−100.0%Sold out
Simmons Bank0$00.00%−1,026−100.0%Sold out
Scissortail Wealth Management, LLC0$00.00%−354−100.0%Sold out
South Dakota Investment Council0$00.00%−500−100.0%Sold out
ACG Wealth0$00.00%−488−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−459−100.0%Sold out
Prospera Financial Services Inc0$00.00%−405−100.0%Sold out
CX Institutional0$00.00%−375−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−320−100.0%Sold out
Newfound Research LLC0$00.00%−262−100.0%Sold out
Clear Street Markets LLC0$00.00%−243−100.0%Sold out
Logan Capital Management Inc0$00.00%−234−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−183−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−157−100.0%Sold out
Neo Ivy Capital Management0$00.00%−148−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−138−100.0%Sold out
Steward Financial Group LLC0$00.00%−131−100.0%Sold out
Regency Capital Management Inc.0$00.00%−50−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−32−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−26−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−13−100.0%Sold out
Concord Wealth Partners0$00.00%−16−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−8−100.0%Sold out
Better Money Decisions, LLC0$00.00%−9−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−5−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−7−100.0%Sold out
Tfo-TDC, LLC0$00.00%−7−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−5−100.0%Sold out
Curi Capital0$00.00%−1−100.0%Sold out
Farmer Steven Patrick––––Not filed
Crossvault Capital Management LLC––––Not filed
Advisor Partners LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Murphy Capital Management Inc––––Not filed
Minot Wealth Management LLC––––Not filed
Loveless Wealth Management LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Pluribus Labs, LLC––––Not filed
Brewin Dolphin Ltd––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Lake Point Wealth Management––––Not filed
Private Capital Group, LLC––––Not filed