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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 980 | $211.0K | 0.01% | −102−9.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $211.0K | 0.06% | +982 | New |
| Truadvice, LLC | 827 | $211.0K | 0.12% | +827 | New |
| Bradley Foster & Sargent Inc | 987 | $212.0K | 0.01% | −150−13.2% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $212.0K | 0.14% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $215.0K | 0.02% | +1,000 | New |
| Argent Advisors, Inc. | 1,000 | $215.0K | 0.13% | +1,000 | New |
| Ipswich Investment Management Co., Inc. | 1,000 | $215.0K | 0.07% | +1,000 | New |
| Wellington Shields & Co., LLC | 1,000 | $215.0K | 0.09% | +1,000 | New |
| Cottage Street Advisors LLC | 1,000 | $215.0K | 0.18% | +1,000 | New |
| Estabrook Capital Management | 1,000 | $215.1K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,008 | $216.8K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $217.0K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,012 | $218.0K | 0.01% | +28+2.8% | Added |
| SeaCrest Wealth Management, LLC | 1,015 | $218.0K | 0.03% | +34+3.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,015 | $218.0K | 0.02% | +1,015 | New |
| Beacon Pointe Advisors, LLC | 1,000 | $218.0K | 0.00% | +1,000 | New |
| Fort, L.P. | 1,020 | $219.0K | 0.27% | −1,209−54.2% | Reduced |
| Kelly Financial Services LLC | 1,021 | $219.6K | 0.13% | 00.0% | Unchanged |
| SFMG, LLC | 975 | $220.0K | 0.03% | +975 | New |
| Conning Inc. | 1,026 | $221.0K | 0.01% | −281−21.5% | Reduced |
| Parsons Capital Management Inc | 1,026 | $221.0K | 0.02% | +12+1.2% | Added |
| Live Oak Private Wealth LLC | 1,033 | $222.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $222.0K | 0.04% | +6+0.6% | Added |
| Ballentine Partners, LLC | 1,034 | $222.0K | 0.01% | +1,034 | New |
| Centric Wealth Management | 1,045 | $225.0K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 1,046 | $225.0K | 0.03% | +24+2.3% | Added |
| Profund Advisors LLC | 1,051 | $226.0K | 0.02% | +16+1.5% | Added |
| Column Capital Advisors, LLC | 1,057 | $227.0K | 0.05% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,059 | $228.0K | 0.02% | +1,059 | New |
| Keel Point, LLC | 1,064 | $229.0K | 0.04% | +20+1.9% | Added |
| Consolidated Planning Corp | 1,066 | $229.0K | 0.07% | −67−5.9% | Reduced |
| Castle Rock Wealth Management, LLC | 1,015 | $229.0K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,068 | $230.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,068 | $230.0K | 0.00% | +3+0.3% | Added |
| Rehmann Capital Advisory Group | 1,077 | $231.7K | 0.03% | −44−3.9% | Reduced |
| Founders Financial Securities LLC | 1,080 | $232.0K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,076 | $232.0K | 0.07% | +1,076 | New |
| Linscomb & Williams, Inc. | 1,081 | $233.0K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,087 | $234.0K | 0.09% | +1,087 | New |
| Gofen & Glossberg LLC | 1,095 | $235.0K | 0.01% | −95−8.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,101 | $237.0K | 0.02% | −11−1.0% | Reduced |
| Milestone Advisory Partners | 1,100 | $237.0K | 0.18% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,110 | $238.0K | 0.01% | −16−1.4% | Reduced |
| Smithfield Trust Co | 1,107 | $238.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $239.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,110 | $239.0K | 0.05% | +60+5.7% | Added |
| United Bank | 1,115 | $240.0K | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $241.0K | 0.13% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,129 | $243.0K | 0.02% | −588−34.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,030 | $244.0K | 0.06% | +76+8.0% | Added |
| Paragon Private Wealth Management, LLC | 1,018 | $246.0K | 0.24% | −102−9.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,154 | $248.0K | 0.02% | −966−45.6% | Reduced |
| Community Trust & Investment Co | 1,155 | $248.0K | 0.02% | +1,155 | New |
| Horizon Investments, LLC | 1,160 | $248.0K | 0.01% | +1,160 | New |
| Federation des caisses Desjardins du Quebec | 1,158 | $249.1K | 0.00% | −191−14.2% | Reduced |
| Cannon Financial Strategists, Inc. | 1,164 | $250.3K | 0.10% | −6−0.5% | Reduced |
| Change Path, LLC | 1,168 | $251.0K | 0.02% | −453−27.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,170 | $252.0K | 0.06% | −248−17.5% | Reduced |
| Wipfli Financial Advisors LLC, | 1,173 | $252.0K | 0.02% | +1,173 | New |
| Great Valley Advisor Group, Inc. | 1,181 | $254.0K | 0.01% | −39−3.2% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $254.0K | 0.07% | 00.0% | Unchanged |
| 55I, LLC | 1,180 | $254.0K | 0.01% | +1,180 | New |
| Financial Advisory Corp | 1,186 | $255.0K | 0.15% | +1,186 | New |
| Fort Point Capital Partners LLC | 1,193 | $257.0K | 0.05% | +8+0.7% | Added |
| Credential Qtrade Securities Inc. | 1,199 | $257.9K | 0.02% | +15+1.3% | Added |
| Hyman Charles D | 1,204 | $259.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,205 | $259.0K | 0.07% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,205 | $259.0K | 0.00% | +1,205 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $261.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,212 | $261.0K | 0.12% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $263.0K | 0.28% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,226 | $264.0K | 0.02% | +1+0.1% | Added |
| American Portfolios Advisors | 1,243 | $267.4K | 0.01% | −20−1.6% | Reduced |
| Mutual Advisors, LLC | 1,247 | $268.0K | 0.01% | −2−0.2% | Reduced |
| Capital Advisors Inc | 1,197 | $268.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $269.0K | 0.14% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,258 | $270.6K | 0.19% | −122−8.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,264 | $272.0K | 0.03% | +1+0.1% | Added |
| Avitas Wealth Management LLC | 1,265 | $272.0K | 0.06% | +13+1.0% | Added |
| Ninety One SA (PTY) Ltd | 1,253 | $275.0K | 0.11% | +1,253 | New |
| Park Avenue Securities LLC | 1,283 | $276.0K | 0.01% | −152−10.6% | Reduced |
| Claro Advisors LLC | 1,387 | $276.0K | 0.11% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,286 | $276.6K | 0.29% | +1,286 | New |
| Ci Investments Inc. | 1,290 | $277.0K | 0.00% | −318−19.8% | Reduced |
| Valley Brook Capital Group | 1,300 | $279.0K | 0.30% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,300 | $279.0K | 0.03% | +1,300 | New |
| Prudent Investors Network | 1,304 | $281.0K | 0.15% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,312 | $282.0K | 0.00% | +1,312 | New |
| Verus Capital Partners, LLC | 1,320 | $284.0K | 0.05% | −6−0.5% | Reduced |
| Strong Tower Advisory Services | 1,327 | $285.0K | 0.17% | +2+0.2% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $286.0K | 0.96% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,329 | $286.0K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,348 | $290.0K | 0.01% | −484−26.4% | Reduced |
| Wahed Invest LLC | 1,349 | $290.0K | 0.18% | +109+8.8% | Added |
| Merit Financial Group, LLC | 1,375 | $296.0K | 0.01% | −7−0.5% | Reduced |
| Equitable Trust Co | 1,385 | $298.0K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,400 | $301.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $301.0K | 0.28% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $301.0K | 0.07% | 00.0% | Unchanged |