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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 2,052 | $441.0K | 0.02% | −6−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,055 | $442.0K | 0.03% | −567−21.6% | Reduced |
| Old National Bancorp | 2,054 | $442.0K | 0.01% | +338+19.7% | Added |
| Bessemer Group Inc | 2,060 | $443.0K | 0.00% | +55+2.7% | Added |
| Foundations Investment Advisors, LLC | 2,068 | $445.0K | 0.02% | −882−29.9% | Reduced |
| Guardian Capital LP | 2,071 | $445.0K | 0.02% | −34−1.6% | Reduced |
| Formidable Asset Management, LLC | 1,845 | $446.0K | 0.10% | −9−0.5% | Reduced |
| WJ Wealth Management, LLC | 2,080 | $448.0K | 0.28% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,090 | $450.0K | 0.01% | +118+6.0% | Added |
| Moors & Cabot, Inc. | 2,097 | $451.0K | 0.03% | −49−2.3% | Reduced |
| Birmingham Capital Management Co Inc | 2,100 | $452.0K | 0.20% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,100 | $452.0K | 0.04% | +2,100 | New |
| First Hawaiian Bank | 2,185 | $470.0K | 0.02% | +27+1.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,233 | $480.0K | 0.03% | +1,521+213.6% | Added |
| MAI Capital Management | 2,255 | $485.0K | 0.01% | −291−11.4% | Reduced |
| MONECO Advisors, LLC | 2,273 | $489.0K | 0.20% | +6+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,289 | $492.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,303 | $495.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,320 | $499.0K | 0.10% | +122+5.6% | Added |
| Partners Group Holding AG | 2,343 | $504.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,349 | $505.0K | 0.03% | −138−5.5% | Reduced |
| Allworth Financial LP | 2,350 | $506.0K | 0.01% | +116+5.2% | Added |
| Trust Co of Oklahoma | 2,375 | $510.9K | 0.26% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,380 | $511.0K | 0.33% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,390 | $514.0K | 0.39% | +400+20.1% | Added |
| United Capital Financial Advisers, LLC | 2,396 | $515.0K | 0.00% | +934+63.9% | Added |
| Regal Investment Advisors LLC | 2,398 | $516.0K | 0.06% | +795+49.6% | Added |
| Washington Capital Management Inc | 2,400 | $516.3K | 0.52% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,403 | $517.0K | 0.06% | +85+3.7% | Added |
| Redpoint Investment Management Pty Ltd | 2,413 | $519.0K | 0.08% | −421−14.9% | Reduced |
| Grimes & Company, Inc. | 2,414 | $519.0K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,416 | $520.0K | 0.02% | −198−7.6% | Reduced |
| Advisors Capital Management, LLC | 1,952 | $522.0K | 0.01% | −213−9.8% | Reduced |
| Greenleaf Trust | 2,428 | $522.0K | 0.01% | +900+58.9% | Added |
| Prudential PLC | 2,461 | $529.0K | 0.01% | +218+9.7% | Added |
| ETF Managers Group, LLC | 2,463 | $530.0K | 0.02% | +109+4.6% | Added |
| Claret Asset Management Corp | 2,468 | $531.0K | 0.13% | +36+1.5% | Added |
| Harfst & Associates, Inc. | 2,478 | $533.0K | 0.16% | +92+3.9% | Added |
| Edmond de Rothschild Holding S.A. | 2,484 | $534.0K | 0.01% | +1,500+152.4% | Added |
| Baldwin Investment Management, LLC | 2,505 | $539.0K | 0.21% | −75−2.9% | Reduced |
| Stiles Financial Services Inc | 2,525 | $543.0K | 0.33% | +107+4.4% | Added |
| TD Private Client Wealth LLC | 2,525 | $543.2K | 0.03% | −125−4.7% | Reduced |
| Janney Capital Management LLC | 2,531 | $544.0K | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,544 | $547.0K | 0.00% | −235−8.5% | Reduced |
| Hutchinson Capital Management | 2,542 | $547.0K | 0.15% | −33−1.3% | Reduced |
| Achmea Investment Management B.V. | 2,542 | $547.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 2,546 | $548.0K | 0.08% | −84−3.2% | Reduced |
| Washington Trust Co | 2,548 | $549.0K | 0.03% | −10−0.4% | Reduced |
| Wealthspire Advisors, LLC | 2,591 | $557.0K | 0.01% | −75−2.8% | Reduced |
| Boenning & Scattergood, Inc. | 2,590 | $557.0K | 0.11% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,595 | $558.0K | 0.28% | +2,595 | New |
| Ossiam | 2,608 | $561.0K | 0.02% | +732+39.0% | Added |
| J.W. Cole Advisors, Inc. | 2,608 | $561.0K | 0.05% | +1,380+112.4% | Added |
| Laurel Wealth Advisors, Inc. | 2,621 | $563.0K | 0.06% | +25+1.0% | Added |
| CWM, LLC | 2,622 | $564.0K | 0.00% | +459+21.2% | Added |
| National Asset Management, Inc. | 2,622 | $565.0K | 0.02% | +577+28.2% | Added |
| Raymond James Trust N.A. | 2,633 | $566.0K | 0.02% | +40+1.5% | Added |
| Snowden Capital Advisors LLC | 2,665 | $573.0K | 0.03% | −806−23.2% | Reduced |
| Cerity Partners LLC | 2,699 | $581.0K | 0.01% | −120−4.3% | Reduced |
| Financial Management Network Inc | 2,506 | $581.0K | 0.29% | +4+0.2% | Added |
| Wedbush Securities Inc | 2,704 | $582.0K | 0.03% | +78+3.0% | Added |
| Signaturefd, LLC | 2,722 | $586.0K | 0.02% | +308+12.8% | Added |
| Prelude Capital Management, LLC | 2,727 | $587.0K | 0.03% | +2,727 | New |
| Ritholtz Wealth Management | 2,730 | $587.0K | 0.03% | +2,730 | New |
| Vestcor Inc | 2,739 | $589.0K | 0.02% | +35+1.3% | Added |
| NVWM, LLC | 2,742 | $590.0K | 0.23% | −14−0.5% | Reduced |
| Caxton Associates LP | 2,753 | $592.0K | 0.10% | −10,020−78.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,752 | $592.0K | 0.01% | −663−19.4% | Reduced |
| Monte Financial Group, LLC | 2,755 | $593.0K | 0.36% | +67+2.5% | Added |
| Evoke Wealth, LLC | 2,788 | $600.0K | 0.02% | +480+20.8% | Added |
| XTX Topco Ltd | 2,806 | $604.0K | 0.15% | +106+3.9% | Added |
| Atom Investors LP | 2,811 | $605.0K | 0.21% | +1,807+180.0% | Added |
| Marietta Investment Partners LLC | 2,456 | $608.0K | 0.18% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,841 | $611.0K | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,839 | $611.0K | 0.11% | +40+1.4% | Added |
| Empirical Finance, LLC | 2,840 | $611.0K | 0.07% | +468+19.7% | Added |
| Stonebridge Capital Advisors LLC | 2,846 | $612.0K | 0.08% | +340+13.6% | Added |
| Symphony Financial, Ltd. Co. | 2,839 | $613.0K | 0.20% | +567+25.0% | Added |
| Regentatlantic Capital LLC | 2,872 | $618.0K | 0.02% | +21+0.7% | Added |
| Massmutual Trust Co FSB | 2,895 | $623.0K | 0.03% | +129+4.7% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $624.0K | 0.42% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,965 | $638.0K | 0.01% | +153+5.4% | Added |
| Integrated Wealth Concepts LLC | 2,982 | $641.0K | 0.02% | −114−3.7% | Reduced |
| RBF Capital, LLC | 3,000 | $645.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,016 | $649.0K | 0.03% | +131+4.5% | Added |
| Carmel Capital Partners, LLC | 3,066 | $660.0K | 0.64% | +3,066 | New |
| Ashfield Capital Partners, LLC | 3,072 | $661.0K | 0.06% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,079 | $662.0K | 0.41% | −4−0.1% | Reduced |
| Congress Wealth Management LLC | 3,101 | $667.0K | 0.02% | +67+2.2% | Added |
| Cetera Investment Advisers | 3,164 | $681.0K | 0.01% | −177−5.3% | Reduced |
| Pacer Advisors, Inc. | 3,172 | $682.0K | 0.00% | +2,837+846.9% | Added |
| Private Trust Co NA | 3,199 | $688.0K | 0.11% | −234−6.8% | Reduced |
| Hunter Associates Investment Management LLC | 3,220 | $694.0K | 0.18% | +26+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,230 | $695.0K | 0.04% | −120−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,259 | $701.0K | 0.16% | +3,259 | New |
| Banque Cantonale Vaudoise | 3,264 | $703.0K | 0.04% | −75−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,279 | $705.0K | 0.04% | −390−10.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,321 | $714.0K | 0.01% | +28+0.9% | Added |
| Triangle Securities Wealth Management | 3,364 | $724.0K | 0.30% | +1,491+79.6% | Added |
| Savant Capital, LLC | 3,370 | $725.0K | 0.02% | −14−0.4% | Reduced |