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 |
|---|---|---|---|---|---|
| Bowman & Co S.C. | 946 | $203.0K | 0.18% | +946 | New |
| Safeguard Investment Advisory Group, LLC | 939 | $202.0K | 0.14% | +9+1.0% | Added |
| Confluence Wealth Services, Inc. | 939 | $201.0K | 0.09% | −3,440−78.6% | Reduced |
| Maple Capital Management, Inc. | 750 | $201.0K | 0.03% | +750 | New |
| Smart Money Group LLC | 934 | $201.0K | 0.14% | +934 | New |
| Assetmark, Inc | 922 | $198.0K | 0.00% | −10−1.1% | Reduced |
| Trust Co of Vermont | 913 | $196.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 886 | $191.0K | 0.08% | −1,086−55.1% | Reduced |
| FourThought Financial, LLC | 881 | $190.0K | 0.03% | −13−1.5% | Reduced |
| Hudock, Inc. | 884 | $190.0K | 0.06% | +2+0.2% | Added |
| MCF Advisors LLC | 874 | $188.0K | 0.02% | +216+32.8% | Added |
| Key Financial Inc | 851 | $183.0K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 837 | $180.0K | 0.00% | −109−11.5% | Reduced |
| Tradition Wealth Management, LLC | 839 | $180.0K | 0.03% | +157+23.0% | Added |
| Harbour Investments, Inc. | 862 | $172.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 802 | $172.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 798 | $172.0K | 0.02% | +120+17.7% | Added |
| Hanson & Doremus Investment Management | 796 | $171.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 783 | $168.0K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 748 | $160.0K | 0.01% | −8,791−92.2% | Reduced |
| TFC Financial Management | 746 | $160.0K | 0.05% | +367+96.8% | Added |
| AIA Group Ltd | 718 | $154.0K | 0.01% | −464−39.3% | Reduced |
| Hills Bank & Trust Co | 717 | $154.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $151.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 702 | $151.0K | 0.02% | +202+40.4% | Added |
| Pittenger & Anderson Inc | 696 | $150.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 695 | $149.0K | 0.14% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 430 | $149.0K | 0.02% | +32+8.0% | Added |
| Group One Trading, L.P. | 688 | $148.0K | 0.00% | −938−57.7% | Reduced |
| Brown Brothers Harriman & Co | 687 | $148.0K | 0.00% | +48+7.5% | Added |
| Deseret Mutual Benefit Administrators | 646 | $139.0K | 0.04% | −626−49.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 637 | $137.0K | 0.01% | +1+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 626 | $135.0K | 0.00% | +626 | New |
| Global Retirement Partners, LLC | 522 | $133.0K | 0.01% | −7,110−93.2% | Reduced |
| Cary Street Partners Asset Management LLC | 600 | $129.0K | 0.03% | +600 | New |
| JFS Wealth Advisors, LLC | 561 | $121.0K | 0.01% | −17−2.9% | Reduced |
| Acadian Asset Management LLC | 563 | $121.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 556 | $119.0K | 0.00% | +14+2.6% | Added |
| Accel Wealth Management | 508 | $118.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 544 | $117.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 542 | $116.0K | 0.12% | +542 | New |
| Washington Trust Advisors, Inc. | 536 | $115.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 533 | $114.0K | 0.05% | +533 | New |
| Tompkins Financial Corp | 516 | $111.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 510 | $110.0K | 0.08% | +420+466.7% | Added |
| Hoertkorn Richard Charles | 500 | $108.0K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 487 | $105.0K | 0.08% | +487 | New |
| AlphaMark Advisors, LLC | 483 | $104.0K | 0.05% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 480 | $103.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 464 | $99.8K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 444 | $96.0K | 0.00% | +436+5,450.0% | Added |
| Lindbrook Capital, LLC | 427 | $92.0K | 0.02% | +54+14.5% | Added |
| Private Ocean, LLC | 419 | $90.0K | 0.01% | −1−0.2% | Reduced |
| Alta Advisers Ltd | 400 | $86.0K | 0.05% | +400 | New |
| Ellevest, Inc. | 396 | $85.0K | 0.01% | +86+27.7% | Added |
| State of Wyoming | 396 | $85.0K | 0.04% | +396 | New |
| Strategic Asset Management, LLC | 388 | $83.0K | 0.14% | 00.0% | Unchanged |
| First Command Bank | 361 | $78.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $78.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 358 | $77.0K | 0.02% | −17−4.5% | Reduced |
| Leonteq Securities AG | 344 | $74.0K | 0.00% | −473−57.9% | Reduced |
| KB Financial Partners, LLC | 335 | $72.0K | 0.03% | −12−3.5% | Reduced |
| Archer Investment Corp | 333 | $71.6K | 0.03% | +329+8,225.0% | Added |
| Kenfarb & Co. | 310 | $67.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $65.0K | 0.08% | −24−7.4% | Reduced |
| TCI Wealth Advisors, Inc. | 294 | $63.0K | 0.01% | +3+1.0% | Added |
| Covestor Ltd | 274 | $59.0K | 0.05% | −73−21.0% | Reduced |
| CVA Family Office, LLC | 270 | $58.0K | 0.02% | +70+35.0% | Added |
| Versant Capital Management, Inc | 264 | $57.0K | 0.02% | +3+1.1% | Added |
| Proequities, Inc. | 267 | $57.0K | 0.01% | +23+9.4% | Added |
| Coastal Capital Group, Inc. | 259 | $56.0K | 0.02% | +103+66.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 256 | $55.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 258 | $55.0K | 0.01% | +30+13.2% | Added |
| Axiom Investment Management LLC | 254 | $55.0K | 0.11% | +254 | New |
| Hallmark Capital Management Inc | 250 | $54.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 248 | $53.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $53.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 244 | $52.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 216 | $47.0K | 0.02% | +1+0.5% | Added |
| Legend Financial Advisors, Inc. | 215 | $46.2K | 0.04% | +215 | New |
| West Branch Capital LLC | 213 | $46.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $45.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 208 | $45.0K | 0.00% | −64−23.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 211 | $45.0K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 205 | $44.0K | 0.02% | −806−79.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $43.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 201 | $43.0K | 0.00% | −159−44.2% | Reduced |
| Independence Bank of Kentucky | 200 | $43.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $43.0K | 0.01% | +47+30.7% | Added |
| Asset Dedication, LLC | 201 | $43.0K | 0.00% | +201 | New |
| Monetary Management Group Inc | 195 | $42.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 197 | $42.0K | 0.00% | +4+2.1% | Added |
| Hantz Financial Services, Inc. | 189 | $41.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 190 | $41.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 184 | $40.0K | 0.00% | −79−30.0% | Reduced |
| Eagle Bay Advisors LLC | 182 | $39.0K | 0.02% | −13−6.7% | Reduced |
| Howe & Rusling Inc | 180 | $39.0K | 0.01% | 00.0% | Unchanged |
| Motco | 182 | $39.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 176 | $38.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $37.0K | 0.01% | 00.0% | Unchanged |