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, Q4 2022
Institutional positions in Rockwell Automation, Inc as of Dec 31, 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
- 1,059
- +82 vs. Q3 2022
- Shares held
- 91.1M
- +1.02M (+1.1%) vs. Q3 2022
- Total value
- $23.5B
- +$4.09B (+21.1%) vs. Q3 2022
- New holders
- 150
- 361 more added
- Sold out
- 68
- 323 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,595,889 | $3.50B | 0.10% | +100,737+0.7% | Added |
| BlackRock Inc. | 8,956,655 | $2.31B | 0.07% | +476,192+5.6% | Added |
| Capital World Investors | 5,093,932 | $1.31B | 0.28% | +461,950+10.0% | Added |
| State Street Corp | 4,483,613 | $1.15B | 0.07% | −53,293−1.2% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 3,013,365 | $776.1M | 4.59% | +35,100+1.2% | Added |
| Morgan Stanley | 2,741,019 | $706.0M | 0.08% | +457,383+20.0% | Added |
| Amundi | 2,157,129 | $602.8M | 0.33% | +134,660+6.7% | Added |
| Geode Capital Management, LLC | 2,324,137 | $597.5M | 0.08% | +28,866+1.3% | Added |
| JPMorgan Chase & Co | 2,318,468 | $597.2M | 0.08% | +249,857+12.1% | Added |
| Bank of America Corp | 1,950,183 | $502.3M | 0.06% | +7,396+0.4% | Added |
| UBS Group AG | 1,665,076 | $428.9M | 0.21% | −55,157−3.2% | Reduced |
| Price T Rowe Associates Inc | 1,376,599 | $354.6M | 0.06% | −122,157−8.2% | Reduced |
| Northern Trust Corp | 1,260,064 | $324.6M | 0.07% | +2,503+0.2% | Added |
| Lazard Asset Management LLC | 1,154,119 | $297.3M | 0.41% | −17,521−1.5% | Reduced |
| Goldman Sachs Group Inc | 1,140,200 | $293.7M | 0.08% | −11,054−1.0% | Reduced |
| Ninety One UK Ltd | 1,103,156 | $284.1M | 0.91% | −7,849−0.7% | Reduced |
| Champlain Investment Partners, LLC | 1,032,112 | $265.8M | 1.71% | −8,508−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,012,451 | $260.8M | 0.21% | −4,121−0.4% | Reduced |
| Bank of New York Mellon Corp | 986,117 | $254.0M | 0.06% | −2,135−0.2% | Reduced |
| Harding Loevner LP | 935,957 | $241.1M | 1.39% | +98,410+11.7% | Added |
| Franklin Resources Inc | 898,810 | $231.5M | 0.12% | +47,930+5.6% | Added |
| Invesco Ltd. | 855,252 | $220.3M | 0.06% | +269,734+46.1% | Added |
| Norges Bank | 835,209 | $215.1M | 0.05% | −167,858−16.7% | Reduced |
| FMR LLC | 816,787 | $210.4M | 0.02% | +551,183+207.5% | Added |
| Massachusetts Financial Services Co | 803,464 | $206.9M | 0.07% | +739,756+1,161.2% | Added |
| Legal & General Group Plc | 778,191 | $200.4M | 0.08% | −82,296−9.6% | Reduced |
| Janus Henderson Group PLC | 718,041 | $184.9M | 0.13% | +33,288+4.9% | Added |
| UBS Asset Management Americas Inc | 653,150 | $168.2M | 0.09% | +4,079+0.6% | Added |
| Charles Schwab Investment Management Inc | 602,980 | $155.3M | 0.05% | +13,518+2.3% | Added |
| Dimensional Fund Advisors LP | 596,178 | $153.6M | 0.05% | +5,905+1.0% | Added |
| King Luther Capital Management Corp | 579,097 | $149.2M | 0.82% | +4,105+0.7% | Added |
| Alliancebernstein L.P. | 542,153 | $139.6M | 0.06% | −129,176−19.2% | Reduced |
| Impax Asset Management Group plc | 525,684 | $135.4M | 0.61% | −18,300−3.4% | Reduced |
| Swedbank AB | 516,874 | $133.1M | 0.29% | +23,474+4.8% | Added |
| Swiss National Bank | 469,200 | $120.9M | 0.09% | −34,105−6.8% | Reduced |
| APG Asset Management N.V. | 453,424 | $116.8M | 0.22% | +48,499+12.0% | Added |
| Nuveen Asset Management, LLC | 446,862 | $115.1M | 0.04% | −389,135−46.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 395,863 | $102.0M | 0.27% | −13,587−3.3% | Reduced |
| Van Eck Associates Corp | 389,120 | $100.2M | 0.26% | −75,366−16.2% | Reduced |
| Wells Fargo & Company | 353,239 | $91.0M | 0.03% | −17,008−4.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 350,115 | $90.2M | 0.16% | +21,124+6.4% | Added |
| Mairs & Power Inc | 345,650 | $89.0M | 1.07% | −1,110−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 343,865 | $88.6M | 0.23% | −20,649−5.7% | Reduced |
| Blair William & Co | 332,669 | $85.7M | 0.37% | +50,157+17.8% | Added |
| Westfield Capital Management Co LP | 325,291 | $83.8M | 0.65% | +4,531+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 312,194 | $80.4M | 0.55% | +7,143+2.3% | Added |
| Deutsche Bank AG | 305,976 | $78.8M | 0.05% | +4,954+1.6% | Added |
| Royal Bank of Canada | 305,048 | $78.6M | 0.02% | +16,376+5.7% | Added |
| Saturna Capital CORP | 300,300 | $77.3M | 1.66% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 277,417 | $71.5M | 0.48% | −4,299−1.5% | Reduced |
| Primecap Management Co | 273,700 | $70.5M | 0.06% | −2,295−0.8% | Reduced |
| Credit Suisse AG | 263,184 | $67.8M | 0.07% | −458−0.2% | Reduced |
| Ameriprise Financial Inc | 280,904 | $66.5M | 0.02% | −19,730−6.6% | Reduced |
| California Public Employees Retirement System | 257,869 | $66.4M | 0.06% | −3,967−1.5% | Reduced |
| Fort Pitt Capital Group, LLC | 257,765 | $66.4M | 2.71% | −4,369−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 257,420 | $66.3M | 0.36% | −3,288−1.3% | Reduced |
| Quilter Plc | 234,378 | $60.4M | 1.99% | +19,163+8.9% | Added |
| Bank of Montreal | 232,250 | $60.3M | 0.05% | −30,254−11.5% | Reduced |
| Rhumbline Advisers | 223,001 | $57.4M | 0.08% | +6,515+3.0% | Added |
| Fisher Asset Management, LLC | 221,778 | $57.1M | 0.04% | +7,418+3.5% | Added |
| Handelsbanken Fonder AB | 221,004 | $56.9M | 0.36% | +179,931+438.1% | Added |
| Reynders McVeigh Capital Management, LLC | 206,546 | $53.2M | 3.91% | −4,797−2.3% | Reduced |
| HSBC Holdings PLC | 200,751 | $51.6M | 0.06% | +71,282+55.1% | Added |
| California State Teachers Retirement System | 193,137 | $49.7M | 0.08% | +1,148+0.6% | Added |
| Birch Hill Investment Advisors LLC | 175,036 | $45.1M | 2.88% | +4,952+2.9% | Added |
| Montrusco Bolton Investments Inc. | 174,065 | $44.8M | 1.04% | −39,501−18.5% | Reduced |
| Waters Parkerson & Co., LLC | 170,953 | $44.0M | 2.65% | −238−0.1% | Reduced |
| Citigroup Inc | 170,357 | $43.9M | 0.06% | +91,030+114.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158,656 | $41.5M | 0.11% | −10,575−6.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $39.9M | 0.53% | 00.0% | Unchanged |
| Stifel Financial Corp | 152,461 | $39.3M | 0.06% | +41,487+37.4% | Added |
| Wafra Inc. | 152,125 | $39.2M | 1.50% | 00.0% | Unchanged |
| National Pension Service | 151,206 | $38.9M | 0.08% | +709+0.5% | Added |
| TimesSquare Capital Management, LLC | 150,540 | $38.8M | 0.55% | +11,640+8.4% | Added |
| London & Capital Asset Management Ltd | 150,434 | $38.7M | 3.57% | −9,556−6.0% | Reduced |
| Stephens Investment Management Group LLC | 145,348 | $37.7M | 0.68% | −699−0.5% | Reduced |
| Principal Financial Group Inc | 140,426 | $36.2M | 0.03% | −11,569−7.6% | Reduced |
| Barclays PLC | 139,219 | $35.9M | 0.03% | +32,928+31.0% | Added |
| Ceredex Value Advisors LLC | 137,875 | $35.5M | 0.55% | +137,875 | New |
| Cambiar Investors LLC | 137,210 | $35.3M | 1.61% | −3,537−2.5% | Reduced |
| Agf Management Ltd | 136,574 | $35.2M | 0.26% | +136,574 | New |
| Gabelli Funds LLC | 136,260 | $35.1M | 0.27% | −4,505−3.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 134,852 | $34.7M | 0.12% | −45,880−25.4% | Reduced |
| State Board of Administration of Florida Retirement System | 130,670 | $33.7M | 0.08% | −730−0.6% | Reduced |
| New York State Common Retirement Fund | 129,504 | $33.4M | 0.05% | +1,000+0.8% | Added |
| Gamco Investors, Inc. Et Al | 124,206 | $32.0M | 0.34% | −255−0.2% | Reduced |
| New York State Teachers Retirement System | 121,849 | $31.4M | 0.08% | −208−0.2% | Reduced |
| DnB Asset Management AS | 119,873 | $30.9M | 0.22% | −5,400−4.3% | Reduced |
| Neuberger Berman Group LLC | 115,433 | $29.7M | 0.03% | −13,725−10.6% | Reduced |
| Citadel Advisors LLC | 114,260 | $29.4M | 0.03% | −447,869−79.7% | Reduced |
| Commonwealth Equity Services, LLC | 109,522 | $28.2M | 0.07% | −744−0.7% | Reduced |
| Hemenway Trust Co LLC | 101,885 | $26.2M | 2.92% | +4,346+4.5% | Added |
| The PNC Financial Services Group, Inc. | 98,670 | $25.4M | 0.02% | −1,959−1.9% | Reduced |
| Prudential Financial Inc | 98,612 | $25.4M | 0.04% | +1,726+1.8% | Added |
| Abeille Asset Management SA | 89,046 | $24.5M | 1.26% | +89,046 | New |
| Great West Life Assurance Co | 93,682 | $24.2M | 0.06% | −13,777−12.8% | Reduced |
| US Bancorp | 93,260 | $24.0M | 0.04% | +7,619+8.9% | Added |
| Huntington National Bank | 91,810 | $23.6M | 0.25% | −15,764−14.7% | Reduced |
| Millennium Management LLC | 88,528 | $22.8M | 0.03% | −864,997−90.7% | Reduced |
| Granite Investment Partners, LLC | 88,168 | $22.7M | 0.94% | −447−0.5% | Reduced |