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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 31,603 | $6.80M | 0.07% | −275−0.9% | Reduced |
| USS Investment Management Ltd | 31,577 | $6.80M | 0.11% | −4,216−11.8% | Reduced |
| Formuepleje A/S | 32,384 | $6.97M | 0.57% | −3,766−10.4% | Reduced |
| Tudor Investment Corp Et Al | 32,603 | $7.01M | 0.17% | −8,088−19.9% | Reduced |
| Rockefeller Capital Management L.P. | 32,789 | $7.05M | 0.04% | −305−0.9% | Reduced |
| Janney Montgomery Scott LLC | 32,864 | $7.07M | 0.03% | −5,517−14.4% | Reduced |
| M. Kraus & Co | 33,032 | $7.11M | 2.98% | −113−0.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,096 | $7.12M | 0.88% | 00.0% | Unchanged |
| MetLife Investment Management | 33,915 | $7.30M | 0.06% | −619−1.8% | Reduced |
| Norinchukin Bank, The | 34,413 | $7.40M | 0.15% | −2,528−6.8% | Reduced |
| Peapack Gladstone Financial Corp | 34,769 | $7.48M | 0.15% | +2,771+8.7% | Added |
| American International Group, Inc. | 34,913 | $7.51M | 0.05% | −990−2.8% | Reduced |
| Taurus Asset Management, LLC | 36,175 | $7.78M | 1.04% | −1,395−3.7% | Reduced |
| Commerce Bank | 36,555 | $7.86M | 0.07% | −6,733−15.6% | Reduced |
| Synovus Financial Corp | 36,566 | $7.87M | 0.10% | −420−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,863 | $7.93M | 0.02% | −323−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 37,081 | $7.98M | 0.61% | +1,882+5.3% | Added |
| Caisse de Depot Et Placement du Quebec | 37,656 | $8.10M | 0.02% | −12,113−24.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 34,745 | $8.15M | 1.80% | +3,759+12.1% | Added |
| Bartlett & Co. LLC | 37,911 | $8.15M | 0.18% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 37,911 | $8.16M | 0.18% | 00.0% | Unchanged |
| TD Asset Management Inc | 37,814 | $8.16M | 0.01% | +324+0.9% | Added |
| Advisors Asset Management, Inc. | 38,318 | $8.24M | 0.17% | −2,589−6.3% | Reduced |
| Retirement Systems of Alabama | 38,340 | $8.25M | 0.04% | −202−0.5% | Reduced |
| Isthmus Partners, LLC | 38,615 | $8.31M | 1.43% | +144+0.4% | Added |
| Banque Pictet & Cie SA | 39,192 | $8.43M | 0.09% | +2,994+8.3% | Added |
| Royal London Asset Management Ltd | 39,176 | $8.44M | 0.04% | −2,045−5.0% | Reduced |
| Broderick Brian C | 39,304 | $8.46M | 2.64% | +1,164+3.1% | Added |
| Susquehanna International Group, LLP | 40,002 | $8.61M | 0.02% | +5,668+16.5% | Added |
| Handelsbanken Fonder AB | 41,073 | $8.84M | 0.06% | +1,516+3.8% | Added |
| Cubist Systematic Strategies, LLC | 42,595 | $9.16M | 0.07% | +30,613+255.5% | Added |
| Glenmede Trust Co NA | 42,938 | $9.23M | 0.06% | −584−1.3% | Reduced |
| Flputnam Investment Management Co | 42,966 | $9.24M | 0.36% | +122+0.3% | Added |
| Congress Asset Management Co | 45,800 | $9.85M | 0.11% | −2,329−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 46,082 | $9.92M | 0.02% | −72−0.2% | Reduced |
| Keybank National Association | 46,789 | $10.1M | 0.05% | −587−1.2% | Reduced |
| LMCG Investments, LLC | 48,209 | $10.4M | 0.76% | +112+0.2% | Added |
| Daiwa Securities Group Inc. | 48,266 | $10.4M | 0.09% | −8,887−15.5% | Reduced |
| SEI Investments Co | 49,990 | $10.8M | 0.02% | −9,062−15.3% | Reduced |
| Baird Financial Group, Inc. | 50,116 | $10.8M | 0.03% | +1,105+2.3% | Added |
| Cabot Wealth Management Inc | 50,329 | $10.8M | 1.83% | +1,073+2.2% | Added |
| Boston Private Wealth LLC | 50,635 | $10.9M | 0.16% | +1,129+2.3% | Added |
| Baker Chad R | 50,670 | $10.9M | 3.10% | −250.0% | Reduced |
| Credit Agricole S A | 51,368 | $11.1M | 0.37% | −11,552−18.4% | Reduced |
| Treasurer of the State of North Carolina | 51,429 | $11.1M | 0.07% | +630+1.2% | Added |
| Russell Investments Group, Ltd. | 52,094 | $11.2M | 0.02% | −1,992−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 53,645 | $11.5M | 0.06% | +3,947+7.9% | Added |
| North Star Asset Management Inc | 54,205 | $11.7M | 0.80% | +1,495+2.8% | Added |
| Schroder Investment Management Group | 54,520 | $11.7M | 0.02% | −2,771−4.8% | Reduced |
| Toronto Dominion Bank | 55,326 | $11.9M | 0.02% | −782−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,436 | $11.9M | 0.07% | −50,345−47.6% | Reduced |
| M.D. Sass Investors Services, Inc. | 56,485 | $12.2M | 2.23% | −7,096−11.2% | Reduced |
| Allianz Asset Management GmbH | 57,555 | $12.4M | 0.03% | −3,199−5.3% | Reduced |
| Covea Finance | 57,823 | $12.4M | 0.65% | +57,823 | New |
| Public Employees Retirement System of Ohio | 58,374 | $12.6M | 0.06% | +459+0.8% | Added |
| Pinebridge Investments, L.P. | 58,679 | $12.6M | 0.16% | +10,315+21.3% | Added |
| Storebrand Asset Management AS | 60,011 | $12.9M | 0.08% | 00.0% | Unchanged |
| Pictet Asset Management SA | 60,282 | $13.0M | 0.02% | −893−1.5% | Reduced |
| Standard Life Aberdeen plc | 60,353 | $13.0M | 0.04% | +19,976+49.5% | Added |
| Northwest & Ethical Investments L.P. | 60,498 | $13.0M | 0.52% | −35,465−37.0% | Reduced |
| AXA S.A. | 60,625 | $13.0M | 0.05% | −23,266−27.7% | Reduced |
| Somerville Kurt F | 62,822 | $13.5M | 2.71% | +108+0.2% | Added |
| Massachusetts Financial Services Co | 63,708 | $13.7M | 0.01% | −18,037−22.1% | Reduced |
| Walleye Capital LLC | 64,049 | $13.8M | 0.31% | +62,841+5,202.1% | Added |
| Mn Services Vermogensbeheer B.V. | 64,102 | $13.8M | 0.15% | −4,200−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,366 | $13.8M | 0.02% | +1,268+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 67,148 | $14.4M | 0.25% | +1,971+3.0% | Added |
| State of New Jersey Common Pension Fund D | 67,861 | $14.6M | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 68,574 | $14.8M | 0.05% | −21,837−24.2% | Reduced |
| BNP Paribas Arbitrage, SA | 70,541 | $15.2M | 0.04% | +21,819+44.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 70,778 | $15.2M | 0.04% | +1,284+1.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 71,022 | $15.3M | 0.07% | +252+0.4% | Added |
| Mariner, LLC | 71,389 | $15.4M | 0.06% | +7,513+11.8% | Added |
| Carnegie Capital Asset Management, LLC | 72,910 | $15.7M | 0.75% | −835−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 72,954 | $15.7M | 0.22% | +72,954 | New |
| Trillium Asset Management, LLC | 73,898 | $15.9M | 0.52% | −1,129−1.5% | Reduced |
| Truist Financial Corp | 74,282 | $16.0M | 0.03% | −3,219−4.2% | Reduced |
| Confluence Investment Management LLC | 74,692 | $16.1M | 0.27% | +1,694+2.3% | Added |
| Man Group plc | 75,371 | $16.2M | 0.08% | – | – |
| Victory Capital Management Inc | 76,355 | $16.4M | 0.02% | +2,363+3.2% | Added |
| Raymond James & Associates | 77,033 | $16.6M | 0.02% | +3,839+5.2% | Added |
| Rheos Capital Works Inc. | 78,800 | $17.0M | 1.14% | 00.0% | Unchanged |
| Korea Investment CORP | 79,211 | $17.0M | 0.05% | +4,141+5.5% | Added |
| Citigroup Inc | 79,327 | $17.1M | 0.02% | −4,930−5.9% | Reduced |
| Sandler Capital Management | 80,019 | $17.2M | 3.71% | +19,551+32.3% | Added |
| Tocqueville Asset Management L.P. | 82,105 | $17.7M | 0.36% | +2,680+3.4% | Added |
| Voya Investment Management LLC | 82,332 | $17.7M | 0.02% | −23,839−22.5% | Reduced |
| Davis R M Inc | 82,483 | $17.7M | 0.51% | −3,060−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 84,733 | $18.2M | 0.01% | −472−0.6% | Reduced |
| Vident Investment Advisory, LLC | 85,771 | $18.4M | 0.60% | −19,226−18.3% | Reduced |
| Boston Family Office LLC | 85,609 | $18.4M | 1.64% | +1,746+2.1% | Added |
| US Bancorp | 85,641 | $18.4M | 0.04% | −1,592−1.8% | Reduced |
| Granite Investment Partners, LLC | 88,615 | $19.1M | 0.83% | +838+1.0% | Added |
| LPL Financial LLC | 88,917 | $19.1M | 0.02% | −2,632−2.9% | Reduced |
| Prudential Financial Inc | 96,886 | $20.9M | 0.04% | −1,241−1.3% | Reduced |
| Hemenway Trust Co LLC | 97,539 | $21.0M | 2.47% | +2,432+2.6% | Added |
| KBC Group NV | 98,321 | $21.1M | 0.11% | −27,640−21.9% | Reduced |
| The PNC Financial Services Group, Inc. | 100,629 | $21.6M | 0.02% | −1,180−1.2% | Reduced |
| Barclays PLC | 106,291 | $22.9M | 0.03% | +33,088+45.2% | Added |
| Great West Life Assurance Co | 107,459 | $23.1M | 0.07% | −7,239−6.3% | Reduced |