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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 1,349 | $290.0K | 0.18% | +109+8.8% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $286.0K | 0.96% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,329 | $286.0K | 0.07% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,327 | $285.0K | 0.17% | +2+0.2% | Added |
| Verus Capital Partners, LLC | 1,320 | $284.0K | 0.05% | −6−0.5% | Reduced |
| Personal Capital Advisors Corp | 1,312 | $282.0K | 0.00% | +1,312 | New |
| Prudent Investors Network | 1,304 | $281.0K | 0.15% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $279.0K | 0.30% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,300 | $279.0K | 0.03% | +1,300 | New |
| Ci Investments Inc. | 1,290 | $277.0K | 0.00% | −318−19.8% | Reduced |
| Verity Asset Management, Inc. | 1,286 | $276.6K | 0.29% | +1,286 | New |
| Park Avenue Securities LLC | 1,283 | $276.0K | 0.01% | −152−10.6% | Reduced |
| Claro Advisors LLC | 1,387 | $276.0K | 0.11% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,253 | $275.0K | 0.11% | +1,253 | New |
| Crescent Grove Advisors, LLC | 1,264 | $272.0K | 0.03% | +1+0.1% | Added |
| Avitas Wealth Management LLC | 1,265 | $272.0K | 0.06% | +13+1.0% | Added |
| WR Wealth Planners, LLC | 1,258 | $270.6K | 0.19% | −122−8.8% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $269.0K | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,247 | $268.0K | 0.01% | −2−0.2% | Reduced |
| Capital Advisors Inc | 1,197 | $268.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,243 | $267.4K | 0.01% | −20−1.6% | Reduced |
| Wealthsource Partners, LLC | 1,226 | $264.0K | 0.02% | +1+0.1% | Added |
| Steinberg Asset Management LLC | 1,223 | $263.0K | 0.28% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $261.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,212 | $261.0K | 0.12% | 00.0% | Unchanged |
| Hyman Charles D | 1,204 | $259.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,205 | $259.0K | 0.07% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,205 | $259.0K | 0.00% | +1,205 | New |
| Credential Qtrade Securities Inc. | 1,199 | $257.9K | 0.02% | +15+1.3% | Added |
| Fort Point Capital Partners LLC | 1,193 | $257.0K | 0.05% | +8+0.7% | Added |
| Financial Advisory Corp | 1,186 | $255.0K | 0.15% | +1,186 | New |
| Great Valley Advisor Group, Inc. | 1,181 | $254.0K | 0.01% | −39−3.2% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $254.0K | 0.07% | 00.0% | Unchanged |
| 55I, LLC | 1,180 | $254.0K | 0.01% | +1,180 | New |
| EverSource Wealth Advisors, LLC | 1,170 | $252.0K | 0.06% | −248−17.5% | Reduced |
| Wipfli Financial Advisors LLC, | 1,173 | $252.0K | 0.02% | +1,173 | New |
| Change Path, LLC | 1,168 | $251.0K | 0.02% | −453−27.9% | Reduced |
| Cannon Financial Strategists, Inc. | 1,164 | $250.3K | 0.10% | −6−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,158 | $249.1K | 0.00% | −191−14.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,154 | $248.0K | 0.02% | −966−45.6% | Reduced |
| Community Trust & Investment Co | 1,155 | $248.0K | 0.02% | +1,155 | New |
| Horizon Investments, LLC | 1,160 | $248.0K | 0.01% | +1,160 | New |
| Paragon Private Wealth Management, LLC | 1,018 | $246.0K | 0.24% | −102−9.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,030 | $244.0K | 0.06% | +76+8.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,129 | $243.0K | 0.02% | −588−34.2% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $241.0K | 0.13% | 00.0% | Unchanged |
| United Bank | 1,115 | $240.0K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $239.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,110 | $239.0K | 0.05% | +60+5.7% | Added |
| Associated Banc-Corp | 1,110 | $238.0K | 0.01% | −16−1.4% | Reduced |
| Smithfield Trust Co | 1,107 | $238.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,101 | $237.0K | 0.02% | −11−1.0% | Reduced |
| Milestone Advisory Partners | 1,100 | $237.0K | 0.18% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,095 | $235.0K | 0.01% | −95−8.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,087 | $234.0K | 0.09% | +1,087 | New |
| Linscomb & Williams, Inc. | 1,081 | $233.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,080 | $232.0K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,076 | $232.0K | 0.07% | +1,076 | New |
| Rehmann Capital Advisory Group | 1,077 | $231.7K | 0.03% | −44−3.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,068 | $230.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,068 | $230.0K | 0.00% | +3+0.3% | Added |
| Keel Point, LLC | 1,064 | $229.0K | 0.04% | +20+1.9% | Added |
| Consolidated Planning Corp | 1,066 | $229.0K | 0.07% | −67−5.9% | Reduced |
| Castle Rock Wealth Management, LLC | 1,015 | $229.0K | 0.12% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,059 | $228.0K | 0.02% | +1,059 | New |
| Column Capital Advisors, LLC | 1,057 | $227.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,051 | $226.0K | 0.02% | +16+1.5% | Added |
| Centric Wealth Management | 1,045 | $225.0K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 1,046 | $225.0K | 0.03% | +24+2.3% | Added |
| Live Oak Private Wealth LLC | 1,033 | $222.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $222.0K | 0.04% | +6+0.6% | Added |
| Ballentine Partners, LLC | 1,034 | $222.0K | 0.01% | +1,034 | New |
| Conning Inc. | 1,026 | $221.0K | 0.01% | −281−21.5% | Reduced |
| Parsons Capital Management Inc | 1,026 | $221.0K | 0.02% | +12+1.2% | Added |
| SFMG, LLC | 975 | $220.0K | 0.03% | +975 | New |
| Kelly Financial Services LLC | 1,021 | $219.6K | 0.13% | 00.0% | Unchanged |
| Fort, L.P. | 1,020 | $219.0K | 0.27% | −1,209−54.2% | Reduced |
| Gradient Investments LLC | 1,012 | $218.0K | 0.01% | +28+2.8% | Added |
| SeaCrest Wealth Management, LLC | 1,015 | $218.0K | 0.03% | +34+3.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,015 | $218.0K | 0.02% | +1,015 | New |
| Beacon Pointe Advisors, LLC | 1,000 | $218.0K | 0.00% | +1,000 | New |
| Certified Advisory Corp | 1,008 | $217.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,008 | $216.8K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $215.1K | 0.04% | 00.0% | Unchanged |
| S&CO Inc | 1,000 | $215.0K | 0.02% | +1,000 | New |
| Argent Advisors, Inc. | 1,000 | $215.0K | 0.13% | +1,000 | New |
| Ipswich Investment Management Co., Inc. | 1,000 | $215.0K | 0.07% | +1,000 | New |
| Wellington Shields & Co., LLC | 1,000 | $215.0K | 0.09% | +1,000 | New |
| Cottage Street Advisors LLC | 1,000 | $215.0K | 0.18% | +1,000 | New |
| Bradley Foster & Sargent Inc | 987 | $212.0K | 0.01% | −150−13.2% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $212.0K | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 980 | $211.0K | 0.01% | −102−9.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $211.0K | 0.06% | +982 | New |
| Truadvice, LLC | 827 | $211.0K | 0.12% | +827 | New |
| Kowal Investment Group, LLC | 978 | $210.0K | 0.07% | −510−34.3% | Reduced |
| Summit Asset Management, LLC | 977 | $210.0K | 0.07% | +977 | New |
| Cipher Capital LP | 969 | $208.0K | 0.03% | +969 | New |
| Marshall & Sullivan Inc | 950 | $204.0K | 0.14% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $204.0K | 0.04% | +950 | New |
| Baker Tilly Wealth Management, LLC | 945 | $203.0K | 0.03% | +945 | New |