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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 223,001 | $57.4M | 0.08% | +6,515+3.0% | Added |
| Bank of Montreal | 232,250 | $60.3M | 0.05% | −30,254−11.5% | Reduced |
| Quilter Plc | 234,378 | $60.4M | 1.99% | +19,163+8.9% | Added |
| Public Employees Retirement Association of Colorado | 257,420 | $66.3M | 0.36% | −3,288−1.3% | Reduced |
| Fort Pitt Capital Group, LLC | 257,765 | $66.4M | 2.71% | −4,369−1.7% | Reduced |
| California Public Employees Retirement System | 257,869 | $66.4M | 0.06% | −3,967−1.5% | Reduced |
| Ameriprise Financial Inc | 280,904 | $66.5M | 0.02% | −19,730−6.6% | Reduced |
| Credit Suisse AG | 263,184 | $67.8M | 0.07% | −458−0.2% | Reduced |
| Primecap Management Co | 273,700 | $70.5M | 0.06% | −2,295−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 277,417 | $71.5M | 0.48% | −4,299−1.5% | Reduced |
| Saturna Capital CORP | 300,300 | $77.3M | 1.66% | 00.0% | Unchanged |
| Royal Bank of Canada | 305,048 | $78.6M | 0.02% | +16,376+5.7% | Added |
| Deutsche Bank AG | 305,976 | $78.8M | 0.05% | +4,954+1.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 312,194 | $80.4M | 0.55% | +7,143+2.3% | Added |
| Westfield Capital Management Co LP | 325,291 | $83.8M | 0.65% | +4,531+1.4% | Added |
| Blair William & Co | 332,669 | $85.7M | 0.37% | +50,157+17.8% | Added |
| DekaBank Deutsche Girozentrale | 343,865 | $88.6M | 0.23% | −20,649−5.7% | Reduced |
| Mairs & Power Inc | 345,650 | $89.0M | 1.07% | −1,110−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 350,115 | $90.2M | 0.16% | +21,124+6.4% | Added |
| Wells Fargo & Company | 353,239 | $91.0M | 0.03% | −17,008−4.6% | Reduced |
| Van Eck Associates Corp | 389,120 | $100.2M | 0.26% | −75,366−16.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 395,863 | $102.0M | 0.27% | −13,587−3.3% | Reduced |
| Nuveen Asset Management, LLC | 446,862 | $115.1M | 0.04% | −389,135−46.5% | Reduced |
| APG Asset Management N.V. | 453,424 | $116.8M | 0.22% | +48,499+12.0% | Added |
| Swiss National Bank | 469,200 | $120.9M | 0.09% | −34,105−6.8% | Reduced |
| Swedbank AB | 516,874 | $133.1M | 0.29% | +23,474+4.8% | Added |
| Impax Asset Management Group plc | 525,684 | $135.4M | 0.61% | −18,300−3.4% | Reduced |
| Alliancebernstein L.P. | 542,153 | $139.6M | 0.06% | −129,176−19.2% | Reduced |
| King Luther Capital Management Corp | 579,097 | $149.2M | 0.82% | +4,105+0.7% | Added |
| Dimensional Fund Advisors LP | 596,178 | $153.6M | 0.05% | +5,905+1.0% | Added |
| Charles Schwab Investment Management Inc | 602,980 | $155.3M | 0.05% | +13,518+2.3% | Added |
| UBS Asset Management Americas Inc | 653,150 | $168.2M | 0.09% | +4,079+0.6% | Added |
| Janus Henderson Group PLC | 718,041 | $184.9M | 0.13% | +33,288+4.9% | Added |
| Legal & General Group Plc | 778,191 | $200.4M | 0.08% | −82,296−9.6% | Reduced |
| Massachusetts Financial Services Co | 803,464 | $206.9M | 0.07% | +739,756+1,161.2% | Added |
| FMR LLC | 816,787 | $210.4M | 0.02% | +551,183+207.5% | Added |
| Norges Bank | 835,209 | $215.1M | 0.05% | −167,858−16.7% | Reduced |
| Invesco Ltd. | 855,252 | $220.3M | 0.06% | +269,734+46.1% | Added |
| Franklin Resources Inc | 898,810 | $231.5M | 0.12% | +47,930+5.6% | Added |
| Harding Loevner LP | 935,957 | $241.1M | 1.39% | +98,410+11.7% | Added |
| Bank of New York Mellon Corp | 986,117 | $254.0M | 0.06% | −2,135−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,012,451 | $260.8M | 0.21% | −4,121−0.4% | Reduced |
| Champlain Investment Partners, LLC | 1,032,112 | $265.8M | 1.71% | −8,508−0.8% | Reduced |
| Ninety One UK Ltd | 1,103,156 | $284.1M | 0.91% | −7,849−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,140,200 | $293.7M | 0.08% | −11,054−1.0% | Reduced |
| Lazard Asset Management LLC | 1,154,119 | $297.3M | 0.41% | −17,521−1.5% | Reduced |
| Northern Trust Corp | 1,260,064 | $324.6M | 0.07% | +2,503+0.2% | Added |
| Price T Rowe Associates Inc | 1,376,599 | $354.6M | 0.06% | −122,157−8.2% | Reduced |
| UBS Group AG | 1,665,076 | $428.9M | 0.21% | −55,157−3.2% | Reduced |
| Bank of America Corp | 1,950,183 | $502.3M | 0.06% | +7,396+0.4% | Added |
| JPMorgan Chase & Co | 2,318,468 | $597.2M | 0.08% | +249,857+12.1% | Added |
| Geode Capital Management, LLC | 2,324,137 | $597.5M | 0.08% | +28,866+1.3% | Added |
| Amundi | 2,157,129 | $602.8M | 0.33% | +134,660+6.7% | Added |
| Morgan Stanley | 2,741,019 | $706.0M | 0.08% | +457,383+20.0% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 3,013,365 | $776.1M | 4.59% | +35,100+1.2% | Added |
| State Street Corp | 4,483,613 | $1.15B | 0.07% | −53,293−1.2% | Reduced |
| Capital World Investors | 5,093,932 | $1.31B | 0.28% | +461,950+10.0% | Added |
| BlackRock Inc. | 8,956,655 | $2.31B | 0.07% | +476,192+5.6% | Added |
| Vanguard Group Inc | 13,595,889 | $3.50B | 0.10% | +100,737+0.7% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −405,549−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,273−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,352−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −24,172−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −22,852−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,715−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −12,943−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,765−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,984−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,556−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Triton Wealth Management, PLLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |