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 |
|---|---|---|---|---|---|
| MUFG Americas Holdings Corp | 6,984 | $1.50M | 0.04% | −542−7.2% | Reduced |
| PFG Advisors | 7,020 | $1.51M | 0.17% | −438−5.9% | Reduced |
| Charter Trust Co | 7,225 | $1.55M | 0.13% | −21−0.3% | Reduced |
| CIBC World Markets Inc. | 7,311 | $1.57M | 0.01% | −347−4.5% | Reduced |
| Louisiana State Employees Retirement System | 7,400 | $1.59M | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 7,471 | $1.61M | 0.04% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 7,475 | $1.61M | 0.99% | +377+5.3% | Added |
| SG Americas Securities, LLC | 7,505 | $1.61M | 0.02% | +3,815+103.4% | Added |
| HNP Capital LLC | 7,531 | $1.62M | 0.47% | −124−1.6% | Reduced |
| Sumitomo Life Insurance Co | 7,584 | $1.63M | 0.07% | +276+3.8% | Added |
| Guyasuta Investment Advisors Inc | 7,618 | $1.64M | 0.14% | 00.0% | Unchanged |
| Ethic Inc. | 7,741 | $1.67M | 0.11% | +1,635+26.8% | Added |
| Nixon Peabody Trust Co | 7,745 | $1.67M | 1.41% | −8,164−51.3% | Reduced |
| Vectors Research Management, LLC | 7,948 | $1.71M | 0.48% | −151−1.9% | Reduced |
| Wealthfront Advisers LLC | 7,997 | $1.72M | 0.01% | −5,183−39.3% | Reduced |
| Westport Asset Management Inc | 8,000 | $1.72M | 1.09% | 00.0% | Unchanged |
| Freemont Management S.A. | 8,000 | $1.72M | 0.31% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,019 | $1.73M | 0.04% | −181−2.2% | Reduced |
| Tiaa, FSB | 8,045 | $1.73M | 0.01% | −775−8.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,064 | $1.74M | 0.09% | +1,986+32.7% | Added |
| Capital International Sarl | 8,147 | $1.75M | 0.14% | +679+9.1% | Added |
| Mercer Global Advisors Inc | 8,296 | $1.78M | 0.01% | +300+3.8% | Added |
| Centaurus Financial, Inc. | 8,393 | $1.80M | 0.18% | +49+0.6% | Added |
| Laurion Capital Management LP | 8,624 | $1.85M | 0.05% | +8,624 | New |
| FORA Capital, LLC | 8,765 | $1.89M | 0.36% | +1,510+20.8% | Added |
| Oregon Public Employees Retirement Fund | 8,832 | $1.90M | 0.03% | −184−2.0% | Reduced |
| Front Row Advisors LLC | 8,906 | $1.92M | 0.99% | −100−1.1% | Reduced |
| Cohen Lawrence B | 8,911 | $1.92M | 1.48% | −1,740−16.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,948 | $1.93M | 0.11% | +8,948 | New |
| Graham Capital Management, L.P. | 8,959 | $1.93M | 0.08% | +8,959 | New |
| Kentucky Retirement Systems | 9,036 | $1.94M | 0.08% | +407+4.7% | Added |
| Private Advisor Group, LLC | 9,199 | $1.98M | 0.02% | −1,745−15.9% | Reduced |
| Weil Company, Inc. | 9,300 | $2.00M | 1.23% | +516+5.9% | Added |
| Riverbridge Partners LLC | 9,359 | $2.01M | 0.03% | −47−0.5% | Reduced |
| Westpac Banking Corp | 9,419 | $2.03M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,449 | $2.03M | 0.00% | −1,983−17.3% | Reduced |
| JustInvest LLC | 9,482 | $2.04M | 0.09% | +1,741+22.5% | Added |
| Fiduciary Trust Co | 9,502 | $2.04M | 0.04% | −8,503−47.2% | Reduced |
| Northwest Investment Counselors, LLC | 9,685 | $2.08M | 0.68% | +728+8.1% | Added |
| Securian Asset Management, Inc | 9,721 | $2.09M | 0.06% | +100+1.0% | Added |
| Peak Financial Advisors LLC | 9,801 | $2.11M | 2.59% | +412+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 9,866 | $2.12M | 0.00% | −245−2.4% | Reduced |
| Natixis | 9,922 | $2.14M | 0.01% | +4,254+75.1% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.15M | 0.37% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,093 | $2.17M | 0.08% | −9−0.1% | Reduced |
| Ergoteles LLC | 10,141 | $2.18M | 0.08% | +10,141 | New |
| Connable Office Inc | 10,166 | $2.19M | 0.36% | −60−0.6% | Reduced |
| Bank of Nova Scotia | 10,231 | $2.20M | 0.01% | −20.0% | Reduced |
| Smithbridge Asset Management Inc | 10,257 | $2.21M | 0.91% | +1,949+23.5% | Added |
| Umb Bank N A | 10,274 | $2.21M | 0.04% | −870−7.8% | Reduced |
| Dempze Nancy E | 10,327 | $2.22M | 2.37% | −47−0.5% | Reduced |
| Brinker Capital Investments, LLC | 10,382 | $2.23M | 0.05% | +575+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 10,579 | $2.28M | 0.02% | +8,651+448.7% | Added |
| Edge Capital Group, LLC | 10,602 | $2.28M | 0.19% | +530+5.3% | Added |
| Marketfield Asset Management LLC | 10,669 | $2.29M | 2.66% | −1,188−10.0% | Reduced |
| Venture Visionary Partners LLC | 10,711 | $2.30M | 0.19% | +975+10.0% | Added |
| Sompo Asset Management Co., Ltd. | 10,720 | $2.31M | 0.59% | +4,210+64.7% | Added |
| Eukles Asset Management | 10,723 | $2.31M | 1.51% | −148−1.4% | Reduced |
| GAM Holding AG | 10,751 | $2.31M | 0.18% | −30−0.3% | Reduced |
| Everence Capital Management Inc | 10,828 | $2.33M | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,843 | $2.33M | 0.03% | +10,843 | New |
| Pathstone Family Office, LLC | 10,889 | $2.34M | 0.04% | +19+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 10,972 | $2.36M | 0.23% | +10,972 | New |
| Hartford Investment Management Co | 10,989 | $2.36M | 0.08% | −147−1.3% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,085 | $2.38M | 3.25% | +11,085 | New |
| Voloridge Investment Management, LLC | 11,217 | $2.41M | 0.01% | −48,959−81.4% | Reduced |
| Ninety One North America, Inc. | 11,253 | $2.42M | 0.12% | +24+0.2% | Added |
| National Bank of Canada | 11,078 | $2.43M | 0.01% | +719+6.9% | Added |
| British Columbia Investment Management Corp | 11,500 | $2.47M | 0.03% | −1,980−14.7% | Reduced |
| CIBC Private Wealth Group, LLC | 11,753 | $2.53M | 0.01% | −474−3.9% | Reduced |
| Qube Research & Technologies Ltd | 11,777 | $2.53M | 0.02% | +11,777 | New |
| First Trust Bank, Ltd. | 11,800 | $2.54M | 4.08% | −7,500−38.9% | Reduced |
| Gateway Investment Advisers LLC | 11,882 | $2.56M | 0.03% | −3,364−22.1% | Reduced |
| Garrison Asset Management, LLC | 11,891 | $2.56M | 1.81% | −95−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,901 | $2.56M | 0.05% | +472+4.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $2.58M | 0.04% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 12,076 | $2.60M | 0.37% | −2,634−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,098 | $2.60M | 0.04% | −415−3.3% | Reduced |
| Kestra Advisory Services, LLC | 12,111 | $2.60M | 0.03% | −1,491−11.0% | Reduced |
| Capital International Ltd | 12,131 | $2.61M | 0.18% | +1,701+16.3% | Added |
| Beacon Investment Advisory Services, Inc. | 12,333 | $2.65M | 0.15% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 12,423 | $2.67M | 0.02% | +1,240+11.1% | Added |
| Page Arthur B | 12,494 | $2.69M | 2.81% | +175+1.4% | Added |
| Searle & Co. | 12,593 | $2.71M | 1.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 12,711 | $2.73M | 0.00% | +1,367+12.1% | Added |
| Sandy Spring Bank | 12,752 | $2.74M | 0.17% | −1,417−10.0% | Reduced |
| Western Wealth Management, LLC | 12,837 | $2.76M | 0.16% | +1,565+13.9% | Added |
| Tradewinds, LLC. | 12,943 | $2.78M | 2.02% | −365−2.7% | Reduced |
| Shell Asset Management Co | 12,977 | $2.79M | 0.11% | −14,692−53.1% | Reduced |
| Sturgeon Ventures LLP | 13,289 | $2.86M | 2.19% | +1,682+14.5% | Added |
| Papp L Roy & Associates | 13,388 | $2.88M | 0.44% | +140+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 13,390 | $2.88M | 0.30% | +3,838+40.2% | Added |
| Czech National Bank | 13,415 | $2.89M | 0.08% | +13,415 | New |
| Brookfield Asset Management Inc. | 13,609 | $2.93M | 0.01% | +4,214+44.9% | Added |
| Beese Fulmer Investment Management, Inc. | 13,792 | $2.97M | 0.40% | −60−0.4% | Reduced |
| Cetera Advisor Networks LLC | 13,811 | $2.97M | 0.04% | −278−2.0% | Reduced |
| Moreno Evelyn V | 13,992 | $3.01M | 1.36% | −18,268−56.6% | Reduced |
| Swiss Life Asset Management Ltd | 14,024 | $3.02M | 0.05% | −151−1.1% | Reduced |
| Bradley Mark J. | 14,044 | $3.02M | 2.80% | +20+0.1% | Added |
| First American Trust, FSB | 14,207 | $3.06M | 0.51% | +493+3.6% | Added |