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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
Community Trust & Investment Co0$00.00%−1,155−100.0%Sold out
Investment Partners, Ltd.0$00.00%−1,076−100.0%Sold out
Fort, L.P.0$00.00%−1,020−100.0%Sold out
Cottage Street Advisors LLC0$00.00%−1,000−100.0%Sold out
Cipher Capital LP0$00.00%−969−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−945−100.0%Sold out
Maple Capital Management, Inc.0$00.00%−750−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−886−100.0%Sold out
AIA Group Ltd0$00.00%−718−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−700−100.0%Sold out
Tevis Investment Management0$00.00%−695−100.0%Sold out
Group One Trading, L.P.0$00.00%−688−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−533−100.0%Sold out
Archer Investment Corp0$00.00%−333−100.0%Sold out
Axiom Investment Management LLC0$00.00%−254−100.0%Sold out
Howe & Rusling Inc0$00.00%−180−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−170−100.0%Sold out
Your Advocates Ltd., LLP0$00.00%−91−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−74−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−72−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−62−100.0%Sold out
Cowa, LLC0$00.00%−52−100.0%Sold out
Clean Yield Group0$00.00%−17−100.0%Sold out
Baldwin Brothers Inc0$00.00%−12−100.0%Sold out
Byrne Asset Management LLC0$00.00%−15−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−5−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−177−100.0%Sold out
Eaton Vance Management––––Not filed
Alleghany Corp––––Not filed
Agf Investments Inc.––––Not filed
Drystone LLC––––Not filed
Covington Capital Management––––Not filed
Ashfield Capital Partners, LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Corient Capital Partners, LLC––––Not filed
Keebeck Alpha, LP––––Not filed
Bluestein R H & Co––––Not filed
American Portfolios Advisors––––Not filed
55I, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
FourThought Financial, LLC––––Not filed
Strategic Asset Management, LLC––––Not filed
Surevest, LLC––––Not filed