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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 1,968 | $423.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,967 | $423.0K | 0.02% | +130+7.1% | Added |
| Addison Capital Co | 1,962 | $422.0K | 0.26% | +30+1.6% | Added |
| Whittier Trust Co | 1,944 | $418.0K | 0.01% | −17−0.9% | Reduced |
| MTM Investment Management, LLC | 1,943 | $418.0K | 0.24% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,067 | $412.0K | 0.03% | +52+2.6% | Added |
| Choate Investment Advisors | 1,902 | $409.0K | 0.03% | −5−0.3% | Reduced |
| HM Payson & Co | 1,897 | $408.0K | 0.01% | +47+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 1,893 | $407.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 1,883 | $405.0K | 0.01% | −160−7.8% | Reduced |
| Madden Securities Corp | 1,885 | $405.0K | 0.24% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $405.0K | 0.49% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,880 | $404.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,856 | $399.0K | 0.04% | +185+11.1% | Added |
| IHT Wealth Management, LLC | 1,849 | $398.0K | 0.03% | +1,849 | New |
| First Community Trust NA | 1,836 | $395.0K | 0.54% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,831 | $394.0K | 0.00% | +333+22.2% | Added |
| CAPROCK Group, Inc. | 1,820 | $392.0K | 0.04% | +281+18.3% | Added |
| Mendel Money Management | 1,813 | $390.0K | 0.24% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,794 | $386.0K | 0.09% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,787 | $384.4K | 0.19% | −92−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 1,785 | $384.0K | 0.01% | −630−26.1% | Reduced |
| CIBC World Markets Corp | 1,752 | $377.0K | 0.01% | −6,364−78.4% | Reduced |
| Telemus Capital, LLC | 1,752 | $377.0K | 0.04% | −4−0.2% | Reduced |
| WealthPlan Investment Management, LLC | 1,474 | $376.0K | 0.03% | +1,474 | New |
| Chilton Capital Management LLC | 1,739 | $374.0K | 0.02% | −9−0.5% | Reduced |
| Capital Investment Advisors, LLC | 1,738 | $374.0K | 0.01% | −10−0.6% | Reduced |
| Lincoln National Corp | 1,727 | $372.0K | 0.01% | −26−1.5% | Reduced |
| Seven Eight Capital, LP | 1,730 | $372.0K | 0.07% | +1,730 | New |
| Bailard, Inc. | 1,709 | $368.0K | 0.02% | +562+49.0% | Added |
| Inscription Capital, LLC | 1,708 | $367.0K | 0.10% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,702 | $366.0K | 0.20% | +1,702 | New |
| West Wealth Group, LLC | 1,691 | $363.0K | 0.18% | +7+0.4% | Added |
| Fragasso Group Inc. | 1,680 | $361.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,678 | $361.0K | 0.04% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,658 | $357.0K | 0.02% | +607+57.8% | Added |
| Navalign, LLC | 1,648 | $355.0K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,635 | $352.0K | 0.08% | −160−8.9% | Reduced |
| Evercore Wealth Management, LLC | 1,631 | $351.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,620 | $349.0K | 0.04% | +79+5.1% | Added |
| OPSEU Pension Plan Trust Fund | 1,542 | $349.0K | 0.09% | +10+0.7% | Added |
| Ascent Group, LLC | 1,358 | $347.0K | 0.04% | +27+2.0% | Added |
| Focus Financial Network, Inc. | 1,608 | $345.8K | 0.03% | +369+29.8% | Added |
| Fred Alger Management, LLC | 1,603 | $345.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,600 | $344.0K | 0.01% | −74−4.4% | Reduced |
| ProVise Management Group, LLC | 1,600 | $344.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,590 | $342.0K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,584 | $341.0K | 0.04% | −276−14.8% | Reduced |
| Cadent Capital Advisors, LLC | 1,584 | $341.0K | 0.20% | +1,584 | New |
| Balentine LLC | 1,579 | $340.0K | 0.01% | +288+22.3% | Added |
| Avalon Investment & Advisory | 1,574 | $339.0K | 0.01% | −422−21.1% | Reduced |
| Capital City Trust Co | 1,575 | $339.0K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,572 | $338.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,573 | $338.0K | 0.02% | +327+26.2% | Added |
| Hengehold Capital Management LLC | 1,553 | $334.0K | 0.05% | −48−3.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,544 | $332.0K | 0.13% | +1,544 | New |
| Wintrust Investments LLC | 1,540 | $331.0K | 0.04% | +89+6.1% | Added |
| Wealthcare Advisory Partners LLC | 1,531 | $329.0K | 0.02% | +37+2.5% | Added |
| We Are One Seven, LLC | 631 | $329.0K | 0.03% | +631 | New |
| Basepoint Wealth LLC | 1,521 | $327.2K | 0.35% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,521 | $327.0K | 0.02% | −347−18.6% | Reduced |
| Foundry Partners, LLC | 1,513 | $325.0K | 0.02% | +390+34.7% | Added |
| Patron Partners Advisors, LLC | 1,504 | $324.0K | 0.27% | −28−1.8% | Reduced |
| Montag A & Associates Inc | 1,507 | $324.0K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,378 | $324.0K | 0.04% | +14+1.0% | Added |
| HBK Sorce Advisory LLC | 1,507 | $324.0K | 0.02% | +389+34.8% | Added |
| Triton Wealth Management, PLLC | 1,402 | $323.0K | 0.19% | −241−14.7% | Reduced |
| Bluestein R H & Co | 1,500 | $323.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $323.0K | 0.19% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $322.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 1,499 | $322.0K | 0.07% | +18+1.2% | Added |
| Sawtooth Solutions, LLC | 1,482 | $319.0K | 0.05% | +259+21.2% | Added |
| Strengthening Families & Communities, LLC | 1,479 | $318.0K | 0.17% | +275+22.8% | Added |
| Annex Advisory Services, LLC | 1,472 | $317.0K | 0.02% | +219+17.5% | Added |
| Sicart Associates LLC | 1,470 | $316.0K | 0.11% | +200+15.7% | Added |
| Maven Securities LTD | 1,466 | $315.0K | 0.01% | −1,533−51.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,462 | $314.0K | 0.04% | −91−5.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,455 | $313.0K | 0.21% | −23−1.6% | Reduced |
| Amica Retiree Medical Trust | 1,450 | $312.0K | 0.39% | −318−18.0% | Reduced |
| Wedmont Private Capital | 1,452 | $312.0K | 0.06% | +1,452 | New |
| Exos TFP Holdings LLC | 1,448 | $311.0K | 0.14% | +1,448 | New |
| Cigna Investments Inc | 1,436 | $309.0K | 0.07% | −76−5.0% | Reduced |
| Bridge Advisory, LLC | 1,436 | $309.0K | 0.15% | +200+16.2% | Added |
| Ascent Wealth Partners, LLC | 1,438 | $309.0K | 0.07% | +1,438 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,434 | $308.0K | 0.09% | +75+5.5% | Added |
| Cobblestone Capital Advisors LLC | 1,429 | $307.0K | 0.03% | −200−12.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,429 | $307.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,420 | $305.0K | 0.03% | +52+3.8% | Added |
| Ameritas Investment Partners, Inc. | 1,421 | $305.0K | 0.01% | −99−6.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,418 | $305.0K | 0.02% | +195+15.9% | Added |
| Moneta Group Investment Advisors LLC | 1,413 | $304.0K | 0.01% | −318−18.4% | Reduced |
| Parallel Advisors, LLC | 1,414 | $304.0K | 0.01% | +306+27.6% | Added |
| Ronald Blue Trust, Inc. | 1,516 | $303.0K | 0.01% | +819+117.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,403 | $302.0K | 0.29% | +25+1.8% | Added |
| Middleton & Co Inc | 1,400 | $301.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $301.0K | 0.28% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,397 | $301.0K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $298.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,375 | $296.0K | 0.01% | −7−0.5% | Reduced |
| NewEdge Wealth, LLC | 1,348 | $290.0K | 0.01% | −484−26.4% | Reduced |