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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.

Institutional holdersQ4 2022: 1,059 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2022: $23.5B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2022.

Institutions holding ROK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.258$740.00%−172−40.0%Reduced
My Personal CFO, LLC1$2580.00%+1New
Bellwether Advisors, LLC2$5150.00%−69−97.2%Reduced
Colonial Trust Advisors2$5150.00%+2New
SOA Wealth Advisors, LLC.2$5210.00%00.0%Unchanged
Tyler-Stone Wealth Management5$1.00K0.00%00.0%Unchanged
Sageworth Trust Co2$1.00K0.00%+2New
Global Trust Asset Management, LLC4$1.03K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$1.03K0.00%00.0%Unchanged
NewSquare Capital LLC4$1.03K0.00%+4New
EWG Elevate Inc.4$1.03K0.00%+4New
Larson Financial Group LLC5$1.41K0.00%00.0%Unchanged
Tfo-TDC, LLC50$1.42K0.00%+50New
Trifecta Capital Advisors, LLC6$1.54K0.00%+6New
Manchester Capital Management LLC7$1.80K0.00%00.0%Unchanged
Hollencrest Capital Management7$1.80K0.00%+7New
Fiduciary Alliance LLC8$2.06K0.00%+8New
JNBA Financial Advisors9$2.32K0.00%00.0%Unchanged
Bellevue Asset Management, LLC10$2.56K0.00%−5−33.3%Reduced
Atwood & Palmer Inc10$2.58K0.00%00.0%Unchanged
Bogart Wealth, LLC10$2.60K0.00%−6−37.5%Reduced
Tortoise Investment Management, LLC11$2.83K0.00%+6+120.0%Added
Newbridge Financial Services Group, Inc.11$2.84K0.00%00.0%Unchanged
Disciplined Investments, LLC12$3.09K0.00%+4+50.0%Added
U.S. Capital Wealth Advisors, LLC12$3.09K0.00%+12New
Abound Wealth Management12$3.10K0.00%+6+100.0%Added
SJS Investment Consulting Inc.13$3.35K0.00%+5+62.5%Added
Align Wealth Management, LLC16$3.44K0.00%+16New
Investors Research Corp15$3.86K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$4.38K0.00%+8+88.9%Added
TD Capital Management LLC17$4.40K0.00%+17New
ICA Group Wealth Management, LLC18$4.64K0.00%+18New
Focused Wealth Management, Inc19$4.79K0.00%00.0%Unchanged
Jones Financial Companies LLLP20$5.00K0.00%−1−4.8%Reduced
West Oak Capital, LLC18$5.00K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$5.15K0.00%+20New
Harbor Investment Advisory, LLC22$5.67K0.00%00.0%Unchanged
Laffer Tengler Investments23$5.92K0.00%00.0%Unchanged
Geneos Wealth Management Inc.23$5.92K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC23$5.92K0.00%+23New
Raffa Wealth Management, LLC25$6.44K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.26$6.70K0.00%00.0%Unchanged
Core Alternative Capital28$7.23K0.00%00.0%Unchanged
Quarry LP30$7.73K0.01%+30New
TD Ameritrade Investment Management, LLC33$8.00K0.00%−30−47.6%Reduced
Financial Management Professionals, Inc.32$8.00K0.00%00.0%Unchanged
CNB Bank36$9.27K0.01%00.0%Unchanged
Schubert & Co36$9.27K0.01%+1+2.9%Added
Cary Street Partner Investment Advisory LLC37$9.53K0.00%+37New
Atlantic Trust, LLC40$10.0K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP39$10.0K0.00%+39New
Global Financial Private Client, LLC39$10.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.39$10.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC39$10.0K0.00%00.0%Unchanged
Creative Financial Designs Inc40$10.3K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group40$10.3K0.01%+30+300.0%Added
Zullo Investment Group, Inc.41$10.6K0.01%00.0%Unchanged
Erste Asset Management GmbH41$10.6K0.00%00.0%Unchanged
Arcadia Investment Management Corp45$11.6K0.00%00.0%Unchanged
Earnest Partners LLC46$11.8K0.00%00.0%Unchanged
Sierra Capital LLC46$12.0K0.00%−14−23.3%Reduced
Rosenberg Matthew Hamilton49$12.6K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.49$12.7K0.00%−395−89.0%Reduced
Maryland Capital Advisors Inc.50$12.9K0.01%00.0%Unchanged
Mascoma Wealth Management LLC50$12.9K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD50$12.9K0.01%00.0%Unchanged
Crewe Advisors LLC54$13.9K0.00%−50−48.1%Reduced
Loomis Sayles & Co L P54$14.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC55$14.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.57$14.8K0.01%+5+9.6%Added
Riverview Trust Co64$16.0K0.02%00.0%Unchanged
Sargent Bickham Lagudis LLC63$16.2K0.00%00.0%Unchanged
Hexagon Capital Partners LLC64$16.5K0.00%−16−20.0%Reduced
Lee Financial Co64$16.5K0.00%00.0%Unchanged
Ancora Advisors, LLC64$17.0K0.00%+2+3.2%Added
Capital Advisors, Ltd. LLC67$17.0K0.00%+13+24.1%Added
Park Place Capital Corp65$17.0K0.00%+65New
TD Waterhouse Canada Inc.66$17.2K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC70$18.0K0.01%+70Added
New Millennium Group LLC71$18.3K0.02%00.0%Unchanged
MV Capital Management, Inc.72$18.5K0.00%−1−1.4%Reduced
West Paces Advisors Inc.72$18.5K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC76$19.5K0.00%00.0%Unchanged
First Horizon Advisors, Inc.80$20.6K0.00%+25+45.5%Added
HighMark Wealth Management LLC85$21.9K0.02%+85New
St Germain D J Co Inc89$22.9K0.01%+89New
Essex Investment Management Co LLC90$23.0K0.00%+10+12.5%Added
Wolff Wiese Magana LLC91$23.4K0.02%+5+5.8%Added
Pinnacle Financial Partners Inc100$25.8K0.00%00.0%Unchanged
Knuff & Co LLC100$25.8K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC100$25.8K0.01%00.0%Unchanged
New Hampshire Trust100$25.8K0.01%+100New
MinichMacGregor Wealth Management, LLC106$27.3K0.01%+106New
Financial Perspectives, Inc112$28.8K0.01%00.0%Unchanged
Clear Street Markets LLC117$30.0K0.01%+117New
Pathway Financial Advisers, LLC122$31.5K0.01%+122New
First Manhattan Co125$32.2K0.00%+75+150.0%Added
Delta Asset Management LLC125$32.2K0.00%+125New
BDO Wealth Advisors, LLC127$32.7K0.00%−36−22.1%Reduced
Bell Investment Advisors, Inc128$33.0K0.01%+10+8.5%Added