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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 3,230 | $695.0K | 0.04% | −120−3.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,220 | $694.0K | 0.18% | +26+0.8% | Added |
| Private Trust Co NA | 3,199 | $688.0K | 0.11% | −234−6.8% | Reduced |
| Pacer Advisors, Inc. | 3,172 | $682.0K | 0.00% | +2,837+846.9% | Added |
| Cetera Investment Advisers | 3,164 | $681.0K | 0.01% | −177−5.3% | Reduced |
| Congress Wealth Management LLC | 3,101 | $667.0K | 0.02% | +67+2.2% | Added |
| Quantum Private Wealth, LLC | 3,079 | $662.0K | 0.41% | −4−0.1% | Reduced |
| Ashfield Capital Partners, LLC | 3,072 | $661.0K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,066 | $660.0K | 0.64% | +3,066 | New |
| Toroso Investments, LLC | 3,016 | $649.0K | 0.03% | +131+4.5% | Added |
| RBF Capital, LLC | 3,000 | $645.0K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,982 | $641.0K | 0.02% | −114−3.7% | Reduced |
| Cresset Asset Management, LLC | 2,965 | $638.0K | 0.01% | +153+5.4% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $624.0K | 0.42% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,895 | $623.0K | 0.03% | +129+4.7% | Added |
| Regentatlantic Capital LLC | 2,872 | $618.0K | 0.02% | +21+0.7% | Added |
| Symphony Financial, Ltd. Co. | 2,839 | $613.0K | 0.20% | +567+25.0% | Added |
| Stonebridge Capital Advisors LLC | 2,846 | $612.0K | 0.08% | +340+13.6% | Added |
| 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 |
| Marietta Investment Partners LLC | 2,456 | $608.0K | 0.18% | 00.0% | Unchanged |
| Atom Investors LP | 2,811 | $605.0K | 0.21% | +1,807+180.0% | Added |
| XTX Topco Ltd | 2,806 | $604.0K | 0.15% | +106+3.9% | Added |
| Evoke Wealth, LLC | 2,788 | $600.0K | 0.02% | +480+20.8% | Added |
| Monte Financial Group, LLC | 2,755 | $593.0K | 0.36% | +67+2.5% | Added |
| 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 |
| NVWM, LLC | 2,742 | $590.0K | 0.23% | −14−0.5% | Reduced |
| Vestcor Inc | 2,739 | $589.0K | 0.02% | +35+1.3% | 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 |
| Signaturefd, LLC | 2,722 | $586.0K | 0.02% | +308+12.8% | Added |
| Wedbush Securities Inc | 2,704 | $582.0K | 0.03% | +78+3.0% | Added |
| 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 |
| Snowden Capital Advisors LLC | 2,665 | $573.0K | 0.03% | −806−23.2% | Reduced |
| Raymond James Trust N.A. | 2,633 | $566.0K | 0.02% | +40+1.5% | Added |
| National Asset Management, Inc. | 2,622 | $565.0K | 0.02% | +577+28.2% | Added |
| CWM, LLC | 2,622 | $564.0K | 0.00% | +459+21.2% | Added |
| Laurel Wealth Advisors, Inc. | 2,621 | $563.0K | 0.06% | +25+1.0% | Added |
| 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 |
| Diametric Capital, LP | 2,595 | $558.0K | 0.28% | +2,595 | New |
| 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 |
| Washington Trust Co | 2,548 | $549.0K | 0.03% | −10−0.4% | Reduced |
| Veriti Management LLC | 2,546 | $548.0K | 0.08% | −84−3.2% | Reduced |
| 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 |
| Janney Capital Management LLC | 2,531 | $544.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,525 | $543.2K | 0.03% | −125−4.7% | Reduced |
| Stiles Financial Services Inc | 2,525 | $543.0K | 0.33% | +107+4.4% | Added |
| Baldwin Investment Management, LLC | 2,505 | $539.0K | 0.21% | −75−2.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,484 | $534.0K | 0.01% | +1,500+152.4% | Added |
| Harfst & Associates, Inc. | 2,478 | $533.0K | 0.16% | +92+3.9% | Added |
| Claret Asset Management Corp | 2,468 | $531.0K | 0.13% | +36+1.5% | Added |
| ETF Managers Group, LLC | 2,463 | $530.0K | 0.02% | +109+4.6% | Added |
| Prudential PLC | 2,461 | $529.0K | 0.01% | +218+9.7% | Added |
| 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 |
| Dearborn Partners LLC | 2,416 | $520.0K | 0.02% | −198−7.6% | Reduced |
| 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 |
| Transcend Wealth Collective, LLC | 2,403 | $517.0K | 0.06% | +85+3.7% | Added |
| Washington Capital Management Inc | 2,400 | $516.3K | 0.52% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,398 | $516.0K | 0.06% | +795+49.6% | Added |
| United Capital Financial Advisers, LLC | 2,396 | $515.0K | 0.00% | +934+63.9% | Added |
| Beaton Management Co. Inc. | 2,390 | $514.0K | 0.39% | +400+20.1% | Added |
| Mystic Asset Management, Inc. | 2,380 | $511.0K | 0.33% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,375 | $510.9K | 0.26% | 00.0% | Unchanged |
| Allworth Financial LP | 2,350 | $506.0K | 0.01% | +116+5.2% | Added |
| Meeder Asset Management Inc | 2,349 | $505.0K | 0.03% | −138−5.5% | Reduced |
| Partners Group Holding AG | 2,343 | $504.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,320 | $499.0K | 0.10% | +122+5.6% | Added |
| Panagora Asset Management Inc | 2,303 | $495.0K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,289 | $492.0K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,273 | $489.0K | 0.20% | +6+0.3% | Added |
| MAI Capital Management | 2,255 | $485.0K | 0.01% | −291−11.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,233 | $480.0K | 0.03% | +1,521+213.6% | Added |
| First Hawaiian Bank | 2,185 | $470.0K | 0.02% | +27+1.3% | Added |
| 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 |
| Moors & Cabot, Inc. | 2,097 | $451.0K | 0.03% | −49−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,090 | $450.0K | 0.01% | +118+6.0% | Added |
| WJ Wealth Management, LLC | 2,080 | $448.0K | 0.28% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,845 | $446.0K | 0.10% | −9−0.5% | Reduced |
| 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 |
| Bessemer Group Inc | 2,060 | $443.0K | 0.00% | +55+2.7% | Added |
| 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 |
| RMB Capital Management, LLC | 2,052 | $441.0K | 0.02% | −6−0.3% | Reduced |
| Drake & Associates, LLC | 2,047 | $440.0K | 0.25% | +9+0.4% | Added |
| Ellenbecker Investment Group | 2,014 | $433.0K | 0.14% | +6+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,010 | $432.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,003 | $431.0K | 0.01% | +47+2.4% | Added |
| Verition Fund Management LLC | 1,993 | $429.0K | 0.01% | +1,993 | New |
| Valley National Advisers Inc | 1,789 | $424.0K | 0.09% | +1+0.1% | Added |