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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 189 | $41.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 190 | $41.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 195 | $42.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 197 | $42.0K | 0.00% | +4+2.1% | Added |
| Clearstead Advisors, LLC | 201 | $43.0K | 0.00% | −159−44.2% | Reduced |
| Independence Bank of Kentucky | 200 | $43.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $43.0K | 0.01% | +47+30.7% | Added |
| Asset Dedication, LLC | 201 | $43.0K | 0.00% | +201 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $43.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 205 | $44.0K | 0.02% | −806−79.7% | Reduced |
| Beacon Capital Management, LLC | 229 | $45.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 208 | $45.0K | 0.00% | −64−23.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 211 | $45.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $46.0K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 215 | $46.2K | 0.04% | +215 | New |
| High Net Worth Advisory Group LLC | 216 | $47.0K | 0.02% | +1+0.5% | Added |
| Oakworth Capital, Inc. | 244 | $52.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 248 | $53.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $53.0K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $54.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $55.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 258 | $55.0K | 0.01% | +30+13.2% | Added |
| Axiom Investment Management LLC | 254 | $55.0K | 0.11% | +254 | New |
| Coastal Capital Group, Inc. | 259 | $56.0K | 0.02% | +103+66.0% | Added |
| Versant Capital Management, Inc | 264 | $57.0K | 0.02% | +3+1.1% | Added |
| Proequities, Inc. | 267 | $57.0K | 0.01% | +23+9.4% | Added |
| CVA Family Office, LLC | 270 | $58.0K | 0.02% | +70+35.0% | Added |
| Covestor Ltd | 274 | $59.0K | 0.05% | −73−21.0% | Reduced |
| TCI Wealth Advisors, Inc. | 294 | $63.0K | 0.01% | +3+1.0% | Added |
| Hoese & Co LLP | 300 | $65.0K | 0.08% | −24−7.4% | Reduced |
| Kenfarb & Co. | 310 | $67.0K | 0.06% | 00.0% | Unchanged |
| Archer Investment Corp | 333 | $71.6K | 0.03% | +329+8,225.0% | Added |
| KB Financial Partners, LLC | 335 | $72.0K | 0.03% | −12−3.5% | Reduced |
| Leonteq Securities AG | 344 | $74.0K | 0.00% | −473−57.9% | Reduced |
| American National Bank | 358 | $77.0K | 0.02% | −17−4.5% | Reduced |
| First Command Bank | 361 | $78.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $78.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 388 | $83.0K | 0.14% | 00.0% | Unchanged |
| Ellevest, Inc. | 396 | $85.0K | 0.01% | +86+27.7% | Added |
| State of Wyoming | 396 | $85.0K | 0.04% | +396 | New |
| Alta Advisers Ltd | 400 | $86.0K | 0.05% | +400 | New |
| Private Ocean, LLC | 419 | $90.0K | 0.01% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 427 | $92.0K | 0.02% | +54+14.5% | Added |
| Itau Unibanco Holding S.A. | 444 | $96.0K | 0.00% | +436+5,450.0% | Added |
| Caldwell Trust Co | 464 | $99.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 480 | $103.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 483 | $104.0K | 0.05% | +1+0.2% | Added |
| Godsey & Gibb Associates | 487 | $105.0K | 0.08% | +487 | New |
| Hoertkorn Richard Charles | 500 | $108.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 510 | $110.0K | 0.08% | +420+466.7% | Added |
| Tompkins Financial Corp | 516 | $111.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 533 | $114.0K | 0.05% | +533 | New |
| Washington Trust Advisors, Inc. | 536 | $115.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 542 | $116.0K | 0.12% | +542 | New |
| Tobam | 544 | $117.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 508 | $118.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 556 | $119.0K | 0.00% | +14+2.6% | Added |
| JFS Wealth Advisors, LLC | 561 | $121.0K | 0.01% | −17−2.9% | Reduced |
| Acadian Asset Management LLC | 563 | $121.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $129.0K | 0.03% | +600 | New |
| Global Retirement Partners, LLC | 522 | $133.0K | 0.01% | −7,110−93.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 626 | $135.0K | 0.00% | +626 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 637 | $137.0K | 0.01% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 646 | $139.0K | 0.04% | −626−49.2% | Reduced |
| Group One Trading, L.P. | 688 | $148.0K | 0.00% | −938−57.7% | Reduced |
| Brown Brothers Harriman & Co | 687 | $148.0K | 0.00% | +48+7.5% | Added |
| Tevis Investment Management | 695 | $149.0K | 0.14% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 430 | $149.0K | 0.02% | +32+8.0% | Added |
| Pittenger & Anderson Inc | 696 | $150.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $151.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 702 | $151.0K | 0.02% | +202+40.4% | Added |
| AIA Group Ltd | 718 | $154.0K | 0.01% | −464−39.3% | Reduced |
| Hills Bank & Trust Co | 717 | $154.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 748 | $160.0K | 0.01% | −8,791−92.2% | Reduced |
| TFC Financial Management | 746 | $160.0K | 0.05% | +367+96.8% | Added |
| Sentry Investment Management LLC | 783 | $168.0K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 796 | $171.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 862 | $172.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 802 | $172.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 798 | $172.0K | 0.02% | +120+17.7% | Added |
| Federated Hermes, Inc. | 837 | $180.0K | 0.00% | −109−11.5% | Reduced |
| Tradition Wealth Management, LLC | 839 | $180.0K | 0.03% | +157+23.0% | Added |
| Key Financial Inc | 851 | $183.0K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 874 | $188.0K | 0.02% | +216+32.8% | Added |
| FourThought Financial, LLC | 881 | $190.0K | 0.03% | −13−1.5% | Reduced |
| Hudock, Inc. | 884 | $190.0K | 0.06% | +2+0.2% | Added |
| Selective Wealth Management, Inc. | 886 | $191.0K | 0.08% | −1,086−55.1% | Reduced |
| Trust Co of Vermont | 913 | $196.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 922 | $198.0K | 0.00% | −10−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 939 | $201.0K | 0.09% | −3,440−78.6% | Reduced |
| Maple Capital Management, Inc. | 750 | $201.0K | 0.03% | +750 | New |
| Smart Money Group LLC | 934 | $201.0K | 0.14% | +934 | New |
| Safeguard Investment Advisory Group, LLC | 939 | $202.0K | 0.14% | +9+1.0% | Added |
| Baker Tilly Wealth Management, LLC | 945 | $203.0K | 0.03% | +945 | New |
| Bowman & Co S.C. | 946 | $203.0K | 0.18% | +946 | New |
| Marshall & Sullivan Inc | 950 | $204.0K | 0.14% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $204.0K | 0.04% | +950 | New |
| Cipher Capital LP | 969 | $208.0K | 0.03% | +969 | New |
| Kowal Investment Group, LLC | 978 | $210.0K | 0.07% | −510−34.3% | Reduced |
| Summit Asset Management, LLC | 977 | $210.0K | 0.07% | +977 | New |