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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 13,609 | $2.93M | 0.01% | +4,214+44.9% | Added |
| Czech National Bank | 13,415 | $2.89M | 0.08% | +13,415 | New |
| 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 |
| Sturgeon Ventures LLP | 13,289 | $2.86M | 2.19% | +1,682+14.5% | Added |
| Shell Asset Management Co | 12,977 | $2.79M | 0.11% | −14,692−53.1% | Reduced |
| Tradewinds, LLC. | 12,943 | $2.78M | 2.02% | −365−2.7% | Reduced |
| Western Wealth Management, LLC | 12,837 | $2.76M | 0.16% | +1,565+13.9% | Added |
| Sandy Spring Bank | 12,752 | $2.74M | 0.17% | −1,417−10.0% | Reduced |
| Macquarie Group Ltd | 12,711 | $2.73M | 0.00% | +1,367+12.1% | Added |
| Searle & Co. | 12,593 | $2.71M | 1.04% | 00.0% | Unchanged |
| Page Arthur B | 12,494 | $2.69M | 2.81% | +175+1.4% | Added |
| Public Sector Pension Investment Board | 12,423 | $2.67M | 0.02% | +1,240+11.1% | Added |
| Beacon Investment Advisory Services, Inc. | 12,333 | $2.65M | 0.15% | 00.0% | Unchanged |
| Capital International Ltd | 12,131 | $2.61M | 0.18% | +1,701+16.3% | Added |
| Kestra Advisory Services, LLC | 12,111 | $2.60M | 0.03% | −1,491−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,098 | $2.60M | 0.04% | −415−3.3% | Reduced |
| Amica Mutual Insurance Co | 12,076 | $2.60M | 0.37% | −2,634−17.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $2.58M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,901 | $2.56M | 0.05% | +472+4.1% | Added |
| Garrison Asset Management, LLC | 11,891 | $2.56M | 1.81% | −95−0.8% | Reduced |
| Gateway Investment Advisers LLC | 11,882 | $2.56M | 0.03% | −3,364−22.1% | Reduced |
| First Trust Bank, Ltd. | 11,800 | $2.54M | 4.08% | −7,500−38.9% | Reduced |
| Qube Research & Technologies Ltd | 11,777 | $2.53M | 0.02% | +11,777 | New |
| CIBC Private Wealth Group, LLC | 11,753 | $2.53M | 0.01% | −474−3.9% | Reduced |
| British Columbia Investment Management Corp | 11,500 | $2.47M | 0.03% | −1,980−14.7% | Reduced |
| National Bank of Canada | 11,078 | $2.43M | 0.01% | +719+6.9% | Added |
| Ninety One North America, Inc. | 11,253 | $2.42M | 0.12% | +24+0.2% | Added |
| Voloridge Investment Management, LLC | 11,217 | $2.41M | 0.01% | −48,959−81.4% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,085 | $2.38M | 3.25% | +11,085 | New |
| Hartford Investment Management Co | 10,989 | $2.36M | 0.08% | −147−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,972 | $2.36M | 0.23% | +10,972 | New |
| Pathstone Family Office, LLC | 10,889 | $2.34M | 0.04% | +19+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 10,843 | $2.33M | 0.03% | +10,843 | New |
| Everence Capital Management Inc | 10,828 | $2.33M | 0.22% | 00.0% | Unchanged |
| GAM Holding AG | 10,751 | $2.31M | 0.18% | −30−0.3% | Reduced |
| Eukles Asset Management | 10,723 | $2.31M | 1.51% | −148−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,720 | $2.31M | 0.59% | +4,210+64.7% | Added |
| Venture Visionary Partners LLC | 10,711 | $2.30M | 0.19% | +975+10.0% | Added |
| Marketfield Asset Management LLC | 10,669 | $2.29M | 2.66% | −1,188−10.0% | Reduced |
| Edge Capital Group, LLC | 10,602 | $2.28M | 0.19% | +530+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 10,579 | $2.28M | 0.02% | +8,651+448.7% | Added |
| Brinker Capital Investments, LLC | 10,382 | $2.23M | 0.05% | +575+5.9% | Added |
| Dempze Nancy E | 10,327 | $2.22M | 2.37% | −47−0.5% | Reduced |
| Umb Bank N A | 10,274 | $2.21M | 0.04% | −870−7.8% | Reduced |
| Smithbridge Asset Management Inc | 10,257 | $2.21M | 0.91% | +1,949+23.5% | Added |
| Bank of Nova Scotia | 10,231 | $2.20M | 0.01% | −20.0% | Reduced |
| Connable Office Inc | 10,166 | $2.19M | 0.36% | −60−0.6% | Reduced |
| Ergoteles LLC | 10,141 | $2.18M | 0.08% | +10,141 | New |
| Advisory Services Network, LLC | 10,093 | $2.17M | 0.08% | −9−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.15M | 0.37% | 00.0% | Unchanged |
| Natixis | 9,922 | $2.14M | 0.01% | +4,254+75.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,866 | $2.12M | 0.00% | −245−2.4% | Reduced |
| Peak Financial Advisors LLC | 9,801 | $2.11M | 2.59% | +412+4.4% | Added |
| Securian Asset Management, Inc | 9,721 | $2.09M | 0.06% | +100+1.0% | Added |
| Northwest Investment Counselors, LLC | 9,685 | $2.08M | 0.68% | +728+8.1% | Added |
| Fiduciary Trust Co | 9,502 | $2.04M | 0.04% | −8,503−47.2% | Reduced |
| JustInvest LLC | 9,482 | $2.04M | 0.09% | +1,741+22.5% | Added |
| Mackenzie Financial Corp | 9,449 | $2.03M | 0.00% | −1,983−17.3% | Reduced |
| Westpac Banking Corp | 9,419 | $2.03M | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 9,359 | $2.01M | 0.03% | −47−0.5% | Reduced |
| Weil Company, Inc. | 9,300 | $2.00M | 1.23% | +516+5.9% | Added |
| Private Advisor Group, LLC | 9,199 | $1.98M | 0.02% | −1,745−15.9% | Reduced |
| Kentucky Retirement Systems | 9,036 | $1.94M | 0.08% | +407+4.7% | Added |
| Graham Capital Management, L.P. | 8,959 | $1.93M | 0.08% | +8,959 | New |
| Prime Capital Investment Advisors, LLC | 8,948 | $1.93M | 0.11% | +8,948 | New |
| Cohen Lawrence B | 8,911 | $1.92M | 1.48% | −1,740−16.3% | Reduced |
| Front Row Advisors LLC | 8,906 | $1.92M | 0.99% | −100−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,832 | $1.90M | 0.03% | −184−2.0% | Reduced |
| FORA Capital, LLC | 8,765 | $1.89M | 0.36% | +1,510+20.8% | Added |
| Laurion Capital Management LP | 8,624 | $1.85M | 0.05% | +8,624 | New |
| Centaurus Financial, Inc. | 8,393 | $1.80M | 0.18% | +49+0.6% | Added |
| Mercer Global Advisors Inc | 8,296 | $1.78M | 0.01% | +300+3.8% | Added |
| Capital International Sarl | 8,147 | $1.75M | 0.14% | +679+9.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,064 | $1.74M | 0.09% | +1,986+32.7% | Added |
| Tiaa, FSB | 8,045 | $1.73M | 0.01% | −775−8.8% | Reduced |
| Pinnacle Associates Ltd | 8,019 | $1.73M | 0.04% | −181−2.2% | 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 |
| Wealthfront Advisers LLC | 7,997 | $1.72M | 0.01% | −5,183−39.3% | Reduced |
| Vectors Research Management, LLC | 7,948 | $1.71M | 0.48% | −151−1.9% | Reduced |
| Nixon Peabody Trust Co | 7,745 | $1.67M | 1.41% | −8,164−51.3% | Reduced |
| Ethic Inc. | 7,741 | $1.67M | 0.11% | +1,635+26.8% | Added |
| Guyasuta Investment Advisors Inc | 7,618 | $1.64M | 0.14% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,584 | $1.63M | 0.07% | +276+3.8% | Added |
| HNP Capital LLC | 7,531 | $1.62M | 0.47% | −124−1.6% | Reduced |
| SG Americas Securities, LLC | 7,505 | $1.61M | 0.02% | +3,815+103.4% | Added |
| Deane Retirement Strategies, Inc. | 7,475 | $1.61M | 0.99% | +377+5.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,471 | $1.61M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,400 | $1.59M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,311 | $1.57M | 0.01% | −347−4.5% | Reduced |
| Charter Trust Co | 7,225 | $1.55M | 0.13% | −21−0.3% | Reduced |
| PFG Advisors | 7,020 | $1.51M | 0.17% | −438−5.9% | Reduced |
| MUFG Americas Holdings Corp | 6,984 | $1.50M | 0.04% | −542−7.2% | Reduced |
| Benedict Financial Advisors Inc | 6,865 | $1.48M | 0.47% | −8−0.1% | Reduced |
| Connolly Sarah T. | 6,853 | $1.47M | 1.08% | −1,037−13.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,814 | $1.47M | 0.04% | −566−7.7% | Reduced |
| Wesbanco Bank Inc | 6,798 | $1.46M | 0.10% | −316−4.4% | Reduced |
| Metropolitan Life Insurance Co | 6,745 | $1.45M | 0.07% | −131−1.9% | Reduced |
| Franklin Street Advisors Inc | 6,660 | $1.43M | 0.15% | +235+3.7% | Added |