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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
Argonautica Private Wealth Management, Inc777$200.1K0.10%+777New
NBT Bank N A780$200.9K0.03%+780New
Bell Bank787$202.7K0.02%+787New
Hoylecohen, LLC790$203.5K0.02%+790New
Nicolet Bankshares Inc792$204.0K0.07%+792New
Campbell & CO Investment Adviser LLC799$205.8K0.05%−2,460−75.5%Reduced
Citizens & Northern Corp800$206.1K0.09%+800New
Marshall Wace, LLP800$206.1K0.00%+800New
Advance Capital Management, Inc.800$206.1K0.03%+800New
Jacobi Capital Management LLC800$206.1K0.03%+800New
Farmers & Merchants Trust Co of Long Beach800$206.1K0.06%+800New
Wells Trecaso Financial Group, LLC800$206.1K0.10%+800New
O'Keefe Stevens Advisory, Inc.800$206.1K0.12%+800New
Schechter Investment Advisors, LLC800$206.1K0.02%+800New
Merriman Wealth Management, LLC802$206.6K0.01%+802New
Quadrant Private Wealth Management, LLC807$207.9K0.07%+807New
RSM US Wealth Management LLC795$207.9K0.01%+795New
Point72 Middle East FZE815$209.9K0.02%+815New
Central Trust Co816$210.2K0.01%+14+1.7%Added
LMR Partners LLP822$211.7K0.00%+822New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC828$213.3K0.02%+191+30.0%Added
Foster Group, Inc.830$213.8K0.02%+830New
Ironwood Investment Counsel, LLC834$214.9K0.05%+834New
Reuter James Wealth Management, LLC837$215.6K0.16%+837New
Tradition Wealth Management, LLC843$217.0K0.03%+4+0.5%Added
CWS Financial Advisors, LLC820$218.0K0.09%+820New
Howland Capital Management LLC850$218.9K0.01%+850New
Philadelphia Trust Co850$219.0K0.02%+850New
Two Sigma Securities, LLC856$220.5K0.03%+856New
First Business Financial Services, Inc.867$223.0K0.03%+867New
Cornerstone Wealth Group, LLC866$223.1K0.04%+866New
Great Lakes Advisors, LLC870$224.1K0.01%+870New
FourThought Financial Partners, LLC881$226.9K0.03%+881New
Orion Portfolio Solutions, LLC888$228.7K0.01%+888New
Nwam LLC891$229.5K0.02%+891New
Clearstead Advisors, LLC892$229.8K0.02%+691+343.8%Added
Professional Advisory Services Inc895$231.0K0.04%+895New
Level Four Advisory Services, LLC900$231.8K0.02%+900New
Los Angeles Capital Management LLC900$231.8K0.00%+900New
Hudock, Inc.900$231.9K0.08%+16+1.8%Added
Quadrant Capital Group LLC901$232.1K0.03%+103+12.9%Added
Truadvice, LLC827$233.4K0.12%00.0%Unchanged
Private Management Group Inc907$233.6K0.01%+907New
Brookstone Capital Management874$233.7K0.00%+874New
AdvisorNet Financial, Inc908$233.7K0.02%+206+29.3%Added
Trust Co of Vermont913$235.2K0.02%00.0%Unchanged
Personal Capital Advisors Corp914$235.4K0.00%−398−30.3%Reduced
Integrated Investment Consultants, LLC914$235.4K0.08%+914New
Bishop & Co Investment Management, LLC918$236.0K0.11%+918New
Perigon Wealth Management, LLC923$237.8K0.01%+923New
Lakeview Capital Partners, LLC855$238.1K0.08%+855New
Confluence Wealth Services, Inc.939$241.9K0.06%00.0%Unchanged
Smart Money Group LLC938$242.0K0.13%+4+0.4%Added
ERn Financial, LLC941$242.2K0.06%+941New
Safeguard Investment Advisory Group, LLC943$242.9K0.15%+4+0.4%Added
Bowman & Co S.C.946$243.7K0.19%00.0%Unchanged
Marshall & Sullivan Inc950$244.7K0.15%00.0%Unchanged
Pegasus Partners Ltd.950$244.7K0.04%00.0%Unchanged
Hilltop Holdings Inc.951$244.9K0.03%+951New
Headinvest, LLC955$246.0K0.06%+955New
Money Concepts Capital Corp958$246.8K0.01%+788+463.5%Added
Dynamic Advisor Solutions LLC963$248.1K0.02%+963New
SFMG, LLC970$249.8K0.03%−5−0.5%Reduced
Harbour Investments, Inc.977$251.6K0.02%+115+13.3%Added
KLCM Advisors, Inc.981$252.7K0.05%+981New
Kowal Investment Group, LLC981$252.7K0.08%+3+0.3%Added
MCF Advisors LLC982$253.0K0.03%+108+12.4%Added
Pettyjohn, Wood & White, Inc982$253.0K0.06%00.0%Unchanged
Gradient Investments LLC984$253.4K0.01%−28−2.8%Reduced
WR Wealth Planners, LLC987$254.2K0.16%−271−21.5%Reduced
Bradley Foster & Sargent Inc987$254.3K0.01%00.0%Unchanged
Tiemann Investment Advisors, LLC987$254.3K0.15%00.0%Unchanged
Verity Asset Management, Inc.997$256.8K0.22%−289−22.5%Reduced
S&CO Inc1,000$257.0K0.02%00.0%Unchanged
Estabrook Capital Management1,000$257.6K0.04%00.0%Unchanged
Argent Advisors, Inc.1,000$257.6K0.13%00.0%Unchanged
Ipswich Investment Management Co., Inc.1,000$257.6K0.07%00.0%Unchanged
Wellington Shields & Co., LLC1,000$257.6K0.06%00.0%Unchanged
RW Investment Management LLC1,000$257.6K0.10%+1,000New
FMB Wealth Management1,000$257.6K0.33%+1,000New
Paragon Private Wealth Management, LLC1,004$258.6K0.23%−14−1.4%Reduced
Certified Advisory Corp1,008$259.6K0.05%00.0%Unchanged
Rockbridge Investment Management, LCC1,008$259.6K0.05%00.0%Unchanged
Founders Financial Securities LLC1,012$260.7K0.04%−68−6.3%Reduced
Baltimore-Washington Financial Advisors, Inc.1,015$261.4K0.03%00.0%Unchanged
Lido Advisors, LLC1,017$262.1K0.00%+1,017New
Accurate Wealth Management, LLC966$262.4K0.10%+966New
Kelly Financial Services LLC1,021$262.9K0.14%00.0%Unchanged
Conning Inc.1,026$264.3K0.01%00.0%Unchanged
Paloma Partners Management Co1,026$264.3K0.06%+1,026New
Summit Asset Management, LLC1,027$264.5K0.08%+50+5.1%Added
FinTrust Capital Advisors, LLC1,031$265.5K0.06%+1+0.1%Added
Live Oak Private Wealth LLC1,033$266.1K0.06%00.0%Unchanged
S.E.E.D. Planning Group LLC1,034$266.3K0.12%+1,034New
Pinnacle Wealth Management Advisory Group, LLC1,035$266.6K0.04%+1,035New
Centiva Capital, LP1,035$266.6K0.02%+1,035New
Kestra Private Wealth Services, LLC1,035$266.7K0.01%−486−32.0%Reduced
Pinnacle Wealth Planning Services, Inc.1,041$268.1K0.05%+8+0.8%Added
Centric Wealth Management1,045$269.2K0.14%00.0%Unchanged
Mirova1,057$272.3K0.04%−4,670−81.5%Reduced