Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2022 vs. Q3 2022

How the institutions holding Rockwell Automation, Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of ROK: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders994171,059+82
Shares91.0M914.2K91.1M+1.02M (+1.1%)
Value$19.6B$196.6M$23.5B+$4.09B (+21.1%)

17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (150)

Institutions that held Rockwell Automation, Inc at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 150 by value.

Institutions new to ROK in Q4 2022
InstitutionSharesValue% of portfolio
Ceredex Value Advisors LLC137,875$35.5M0.55%
Agf Management Ltd136,574$35.2M0.26%
Abeille Asset Management SA89,046$24.5M1.26%
Exchange Traded Concepts, LLC74,916$19.3M0.55%
Thematics Asset Management45,154$11.6M0.71%
Connor, Clark & Lunn Investment Management Ltd.25,659$6.61M0.04%
Arosa Capital Management LP23,240$5.99M1.83%
Cyndeo Wealth Partners, LLC13,947$3.59M0.42%
La Banque Postale Asset Management SA10,297$2.65M0.08%
PDT Partners, LLC9,988$2.57M0.42%
CI Private Wealth, LLC9,250$2.38M0.01%
Maryland State Retirement & Pension System8,867$2.28M0.07%
Duality Advisers, LP8,140$2.10M0.24%
Locust Wood Capital Advisers, LLC6,680$1.72M0.12%
Lighthouse Investment Partners, LLC6,500$1.67M0.31%
Simplex Trading, LLC6,009$1.55M0.07%
Handelsinvest Investeringsforvaltning6,000$1.54M0.24%
Wolverine Trading, LLC5,783$1.49M0.03%
Jump Financial, LLC5,442$1.40M0.07%
EP Wealth Advisors, LLC4,982$1.28M0.02%
Allstate Investment Management Co4,631$1.19M0.04%
Hirtle Callaghan & Co LLC4,011$1.03M0.06%
Atria Investments LLC3,957$1.02M0.02%
Bleakley Financial Group, LLC3,206$825.8K0.03%
Heritage Wealth Partners, LLC3,076$817.0K0.75%
Capital Group Investment Management Pte. Ltd.3,060$788.2K0.03%
Davis Investment Partners, LLC2,315$680.1K0.34%
Prospera Financial Services Inc2,488$641.0K0.03%
Coldstream Capital Management Inc2,191$564.4K0.02%
Phoenix Holdings Ltd.2,001$515.4K0.01%
Flagstone Financial Management1,995$513.7K0.31%
Meeder Advisory Services, Inc.1,962$505.3K0.06%
Meiji Yasuda Life Insurance Co1,800$464.0K0.01%
Scotia Capital Inc.1,795$462.3K0.00%
Chelsea Counsel Co1,692$435.8K0.22%
Procyon Private Wealth Partners, LLC1,683$433.5K0.08%
WealthPLAN Partners, LLC1,474$432.1K0.03%
Ontario Teachers Pension Plan Board1,529$393.8K0.00%
Stevens Capital Management LP1,420$366.0K0.23%
International Assets Investment Management, LLC1,392$358.6K0.04%
Wellington Management Group LLP1,374$353.9K0.00%
Resources Investment Advisors, LLC.1,279$329.5K0.01%
Great Waters Wealth Management1,081$300.6K0.06%
Valeo Financial Advisors, LLC1,161$299.0K0.02%
PVG Asset Management Corp1,134$292.1K1.29%
ING Groep NV1,126$290.0K0.00%
Insigneo Advisory Services, LLC1,124$290.0K0.11%
Rebalance, LLC1,083$278.9K0.03%
XML Financial, LLC1,074$276.6K0.03%
Pinnacle Wealth Management Advisory Group, LLC1,035$266.6K0.04%
Centiva Capital, LP1,035$266.6K0.02%
S.E.E.D. Planning Group LLC1,034$266.3K0.12%
Paloma Partners Management Co1,026$264.3K0.06%
Accurate Wealth Management, LLC966$262.4K0.10%
Lido Advisors, LLC1,017$262.1K0.00%
RW Investment Management LLC1,000$257.6K0.10%
FMB Wealth Management1,000$257.6K0.33%
KLCM Advisors, Inc.981$252.7K0.05%
Dynamic Advisor Solutions LLC963$248.1K0.02%
Headinvest, LLC955$246.0K0.06%
Hilltop Holdings Inc.951$244.9K0.03%
ERn Financial, LLC941$242.2K0.06%
Lakeview Capital Partners, LLC855$238.1K0.08%
Perigon Wealth Management, LLC923$237.8K0.01%
Bishop & Co Investment Management, LLC918$236.0K0.11%
Integrated Investment Consultants, LLC914$235.4K0.08%
Brookstone Capital Management874$233.7K0.00%
Private Management Group Inc907$233.6K0.01%
Los Angeles Capital Management LLC900$231.8K0.00%
Level Four Advisory Services, LLC900$231.8K0.02%
Professional Advisory Services Inc895$231.0K0.04%
Nwam LLC891$229.5K0.02%
Orion Portfolio Solutions, LLC888$228.7K0.01%
FourThought Financial Partners, LLC881$226.9K0.03%
Great Lakes Advisors, LLC870$224.1K0.01%
Cornerstone Wealth Group, LLC866$223.1K0.04%
First Business Financial Services, Inc.867$223.0K0.03%
Two Sigma Securities, LLC856$220.5K0.03%
Philadelphia Trust Co850$219.0K0.02%
Howland Capital Management LLC850$218.9K0.01%
CWS Financial Advisors, LLC820$218.0K0.09%
Reuter James Wealth Management, LLC837$215.6K0.16%
Ironwood Investment Counsel, LLC834$214.9K0.05%
Foster Group, Inc.830$213.8K0.02%
LMR Partners LLP822$211.7K0.00%
Point72 Middle East FZE815$209.9K0.02%
RSM US Wealth Management LLC795$207.9K0.01%
Quadrant Private Wealth Management, LLC807$207.9K0.07%
Merriman Wealth Management, LLC802$206.6K0.01%
Citizens & Northern Corp800$206.1K0.09%
Marshall Wace, LLP800$206.1K0.00%
Advance Capital Management, Inc.800$206.1K0.03%
Jacobi Capital Management LLC800$206.1K0.03%
Farmers & Merchants Trust Co of Long Beach800$206.1K0.06%
Wells Trecaso Financial Group, LLC800$206.1K0.10%
O'Keefe Stevens Advisory, Inc.800$206.1K0.12%
Schechter Investment Advisors, LLC800$206.1K0.02%
Nicolet Bankshares Inc792$204.0K0.07%
Hoylecohen, LLC790$203.5K0.02%
Bell Bank787$202.7K0.02%

Sold out (68)

Institutions that held Rockwell Automation, Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of ROK in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Balyasny Asset Management LLC405,549$87.2M
Varma Mutual Pension Insurance Co30,000$6.45M
Trexquant Investment LP28,273$6.08M
HRT Financial LP25,894$5.57M
Twinbeech Capital LP24,352$5.24M
AlphaCrest Capital Management LLC24,172$5.20M
Capstone Investment Advisors, LLC22,852$4.92M
Alight Capital Management LP20,000$4.30M
Point72 Hong Kong Ltd17,715$3.81M
Y-Intercept (Hong Kong) Ltd15,212$3.27M
Brookfield Asset Management Inc.13,609$2.93M
Tradewinds, LLC.12,943$2.78M
First Trust Bank, Ltd.11,800$2.54M
Qube Research & Technologies Ltd11,777$2.53M
Voloridge Investment Management, LLC11,217$2.41M
Dynamic Technology Lab Private Ltd10,972$2.36M
Ergoteles LLC10,141$2.18M
Natixis9,922$2.14M
Graham Capital Management, L.P.8,959$1.93M
FORA Capital, LLC8,765$1.89M
Laurion Capital Management LP8,624$1.85M
Freemont Management S.A.8,000$1.72M
SG Americas Securities, LLC7,505$1.61M
MUFG Americas Holdings Corp6,984$1.50M
Engineers Gate Manager LP6,556$1.41M
Tiedemann Advisors, LLC6,396$1.38M
44 Wealth Management LLC6,342$1.36M
Fox Run Management, L.L.C.5,446$1.17M
Blueshift Asset Management, LLC5,242$1.13M
Holocene Advisors, LP4,884$1.05M
AXS Investments LLC4,074$876.0K
Quantitative Investment Management, LLC3,826$823.0K
XTX Topco Ltd2,806$604.0K
Caxton Associates LP2,753$592.0K
Meeder Asset Management Inc2,349$505.0K
Verition Fund Management LLC1,993$429.0K
OPSEU Pension Plan Trust Fund1,542$349.0K
Pinkerton Retirement Specialists, LLC1,544$332.0K
Triton Wealth Management, PLLC1,402$323.0K
Maven Securities LTD1,466$315.0K
Echo Street Capital Management LLC1,205$259.0K
Community Trust & Investment Co1,155$248.0K
Investment Partners, Ltd.1,076$232.0K
Fort, L.P.1,020$219.0K
Cottage Street Advisors LLC1,000$215.0K
Cipher Capital LP969$208.0K
Baker Tilly Wealth Management, LLC945$203.0K
Maple Capital Management, Inc.750$201.0K
Selective Wealth Management, Inc.886$191.0K
AIA Group Ltd718$154.0K
Professional Financial Advisors, LLC700$151.0K
Tevis Investment Management695$149.0K
Group One Trading, L.P.688$148.0K
Householder Group Estate & Retirement Specialist, LLC533$114.0K
Archer Investment Corp333$71.6K
Axiom Investment Management LLC254$55.0K
Howe & Rusling Inc180$39.0K
Anchor Investment Management, LLC170$36.6K
Your Advocates Ltd., LLP91$20.0K
Johnson Financial Group, Inc.74$19.0K
Dark Forest Capital Management LP72$15.0K
GPS Wealth Strategies Group, LLC62$13.0K
Cowa, LLC52$11.0K
Clean Yield Group17$4.00K
Baldwin Brothers Inc12$3.00K
Byrne Asset Management LLC15$3.00K
Atticus Wealth Management, LLC5$1.00K
J.Safra Asset Management Corp177$0

Not filed for Q4 2022 yet (17)

Institutions that held Rockwell Automation, Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management369,885$79.6M
Alleghany Corp335,299$72.1M
Agf Investments Inc.166,132$35.7M
Drystone LLC20,779$4.47M
Covington Capital Management3,650$785.0K
Ashfield Capital Partners, LLC3,072$661.0K
Regentatlantic Capital LLC2,872$618.0K
Redpoint Investment Management Pty Ltd2,413$519.0K
Corient Capital Partners, LLC2,067$412.0K
Keebeck Alpha, LP1,702$366.0K
Bluestein R H & Co1,500$323.0K
American Portfolios Advisors1,243$267.4K
55I, LLC1,180$254.0K
Wipfli Financial Advisors LLC,1,173$252.0K
FourThought Financial, LLC881$190.0K
Strategic Asset Management, LLC388$83.0K
Surevest, LLC3$1.00K