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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 129 | $33.2K | 0.00% | +129 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 134 | $34.5K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 136 | $35.1K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 142 | $36.6K | 0.01% | +97+215.6% | Added |
| SRS Capital Advisors, Inc. | 149 | $38.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 155 | $39.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 160 | $41.2K | 0.03% | +160 | New |
| Deseret Mutual Benefit Administrators | 170 | $43.8K | 0.02% | −476−73.7% | Reduced |
| IAG Wealth Partners, LLC | 171 | $44.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 176 | $45.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 176 | $45.3K | 0.00% | −32−15.4% | Reduced |
| Motco | 182 | $46.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 181 | $47.0K | 0.00% | −3−1.6% | Reduced |
| Hantz Financial Services, Inc. | 189 | $49.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 191 | $49.0K | 0.02% | +1+0.5% | Added |
| Eagle Bay Advisors LLC | 192 | $49.5K | 0.03% | +10+5.5% | Added |
| Covestor Ltd | 192 | $50.0K | 0.04% | −82−29.9% | Reduced |
| Monetary Management Group Inc | 195 | $50.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $51.5K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $51.5K | 0.02% | +200 | New |
| Quent Capital, LLC | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 204 | $52.5K | 0.02% | +204 | New |
| Salem Investment Counselors Inc | 205 | $52.8K | 0.00% | +205 | New |
| Alpha Paradigm Partners, LLC | 205 | $53.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 208 | $53.6K | 0.00% | +11+5.6% | Added |
| Hazlett, Burt & Watson, Inc. | 211 | $54.0K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 210 | $54.1K | 0.05% | +210 | New |
| Comerica Securities,inc. | 212 | $54.6K | 0.00% | +212 | New |
| West Branch Capital LLC | 213 | $54.9K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 215 | $55.4K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 259 | $55.8K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 217 | $55.9K | 0.02% | +1+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 229 | $59.0K | 0.00% | −27−10.5% | Reduced |
| CVA Family Office, LLC | 230 | $59.2K | 0.01% | −40−14.8% | Reduced |
| Magellan Asset Management Ltd | 234 | $60.3K | 0.00% | −1,597−87.2% | Reduced |
| Oakworth Capital, Inc. | 244 | $62.8K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 248 | $63.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $63.9K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 249 | $64.1K | 0.01% | +200+408.2% | Added |
| Hallmark Capital Management Inc | 250 | $64.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 253 | $65.2K | 0.02% | +113+80.7% | Added |
| Leonteq Securities AG | 254 | $65.4K | 0.00% | −90−26.2% | Reduced |
| Belpointe Asset Management LLC | 254 | $65.5K | 0.00% | +254 | New |
| Glassman Wealth Services | 260 | $67.0K | 0.01% | +2+0.8% | Added |
| Coppell Advisory Solutions LLC | 261 | $67.2K | 0.02% | +261 | New |
| Coppell Advisory Solutions Corp. | 261 | $67.2K | 0.02% | +261 | New |
| New England Capital Financial Advisors LLC | 250 | $67.6K | 0.05% | +250 | New |
| Proequities, Inc. | 264 | $68.0K | 0.01% | −3−1.1% | Reduced |
| Versant Capital Management, Inc | 264 | $68.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 286 | $75.0K | 0.01% | +85+42.3% | Added |
| Colonial Trust Co | 300 | $77.9K | 0.02% | +300 | New |
| Hoese & Co LLP | 300 | $79.0K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 308 | $79.3K | 0.01% | −88−22.2% | Reduced |
| Kenfarb & Co. | 310 | $79.8K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 310 | $79.8K | 0.01% | +16+5.4% | Added |
| Corrado Advisors, LLC | 326 | $84.0K | 0.06% | +326 | New |
| KB Financial Partners, LLC | 335 | $86.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 339 | $87.3K | 0.01% | −125−26.9% | Reduced |
| True Wealth Design, LLC | 354 | $91.2K | 0.04% | +354 | New |
| American National Bank | 358 | $92.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 361 | $93.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $93.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 390 | $100.5K | 0.00% | +390 | New |
| Alta Advisers Ltd | 400 | $103.0K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 401 | $103.3K | 0.00% | −521−56.5% | Reduced |
| Compagnie Lombard Odier SCmA | 412 | $106.0K | 0.00% | +412 | New |
| Beacon Capital Management, LLC | 417 | $107.4K | 0.04% | +188+82.1% | Added |
| Private Ocean, LLC | 419 | $107.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 420 | $108.2K | 0.04% | +24+6.1% | Added |
| Grove Bank & Trust | 426 | $110.0K | 0.02% | +426 | New |
| Whittier Trust Co of Nevada Inc | 428 | $110.2K | 0.00% | −52−10.8% | Reduced |
| Freedom Wealth Alliance, LLC | 462 | $119.0K | 0.17% | +462 | New |
| Global Retirement Partners, LLC | 467 | $120.3K | 0.01% | −55−10.5% | Reduced |
| Lindbrook Capital, LLC | 479 | $123.4K | 0.02% | +52+12.2% | Added |
| AlphaMark Advisors, LLC | 483 | $124.0K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 487 | $125.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 498 | $128.3K | 0.01% | +498 | New |
| Hoertkorn Richard Charles | 500 | $128.8K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 509 | $131.0K | 0.06% | +1+0.2% | Added |
| Brown Brothers Harriman & Co | 516 | $132.9K | 0.00% | −171−24.9% | Reduced |
| Tompkins Financial Corp | 516 | $133.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 530 | $137.0K | 0.08% | +20+3.9% | Added |
| Coombe, Bender & Co LLC | 533 | $137.0K | 0.12% | +533 | New |
| Washington Trust Advisors, Inc. | 536 | $138.1K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 544 | $140.0K | 0.13% | +2+0.4% | Added |
| Romano Brothers and Company | 575 | $148.1K | 0.02% | +575 | New |
| Cary Street Partners Asset Management LLC | 600 | $154.5K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 607 | $155.0K | 0.00% | +51+9.2% | Added |
| Federated Hermes, Inc. | 615 | $158.4K | 0.00% | −222−26.5% | Reduced |
| Resurgent Financial Advisors LLC | 628 | $161.8K | 0.09% | +628 | New |
| Tobam | 676 | $174.0K | 0.01% | +132+24.3% | Added |
| Pittenger & Anderson Inc | 696 | $179.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 851 | $183.1K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 717 | $185.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 721 | $185.7K | 0.03% | −449−38.4% | Reduced |
| TFC Financial Management | 746 | $192.1K | 0.06% | 00.0% | Unchanged |
| Natixis Investment Managers International | 748 | $192.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 749 | $193.0K | 0.04% | −47−5.9% | Reduced |
| Sentry Investment Management LLC | 749 | $193.0K | 0.09% | −34−4.3% | Reduced |