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 |
|---|---|---|---|---|---|
| Pitcairn Co | 1,059 | $272.8K | 0.03% | +13+1.2% | Added |
| Column Capital Advisors, LLC | 1,060 | $273.0K | 0.05% | +3+0.3% | Added |
| Connecticut Wealth Management, LLC | 1,064 | $274.1K | 0.02% | +5+0.5% | Added |
| Moneta Group Investment Advisors LLC | 973 | $274.3K | 0.01% | −440−31.1% | Reduced |
| Consolidated Planning Corp | 1,066 | $274.6K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,068 | $275.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 1,074 | $276.6K | 0.03% | +1,074 | New |
| Keel Point, LLC | 1,075 | $277.0K | 0.04% | +11+1.0% | Added |
| Parsons Capital Management Inc | 1,076 | $277.1K | 0.02% | +50+4.9% | Added |
| FineMark National Bank & Trust | 1,080 | $278.2K | 0.01% | +100+10.2% | Added |
| Seven Eight Capital, LP | 1,082 | $278.7K | 0.07% | −648−37.5% | Reduced |
| Rebalance, LLC | 1,083 | $278.9K | 0.03% | +1,083 | New |
| Smithfield Trust Co | 1,095 | $281.0K | 0.02% | −12−1.1% | Reduced |
| Gofen & Glossberg LLC | 1,095 | $282.0K | 0.01% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,100 | $283.3K | 0.21% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,101 | $284.0K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,110 | $285.9K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $286.0K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,015 | $286.1K | 0.13% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,112 | $286.4K | 0.03% | +481+76.2% | Added |
| United Bank | 1,115 | $287.2K | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $288.0K | 0.15% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,124 | $290.0K | 0.11% | +1,124 | New |
| ING Groep NV | 1,126 | $290.0K | 0.00% | +1,126 | New |
| Federation des caisses Desjardins du Quebec | 1,129 | $290.8K | 0.00% | −29−2.5% | Reduced |
| Aurora Private Wealth, Inc. | 1,129 | $291.0K | 0.33% | −83−6.8% | Reduced |
| PVG Asset Management Corp | 1,134 | $292.1K | 1.29% | +1,134 | New |
| Cannon Financial Strategists, Inc. | 1,143 | $294.3K | 0.11% | −21−1.8% | Reduced |
| Linscomb & Williams, Inc. | 1,143 | $294.4K | 0.01% | +62+5.7% | Added |
| Rehmann Capital Advisory Group | 1,149 | $295.9K | 0.03% | +72+6.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,154 | $297.2K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,160 | $298.8K | 0.02% | −39−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,161 | $299.0K | 0.02% | +1,161 | New |
| Beacon Investment Advisory Services, Inc. | 1,163 | $299.6K | 0.02% | −11,170−90.6% | Reduced |
| Great Waters Wealth Management | 1,081 | $300.6K | 0.06% | +1,081 | New |
| First Community Trust NA | 1,178 | $303.0K | 0.35% | −658−35.8% | Reduced |
| Center for Financial Planning, Inc. | 1,182 | $304.4K | 0.07% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,183 | $304.7K | 0.05% | +73+6.6% | Added |
| Great Valley Advisor Group, Inc. | 1,183 | $304.7K | 0.02% | +2+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 1,187 | $305.7K | 0.32% | −15,201−92.8% | Reduced |
| Financial Advisory Corp | 1,188 | $306.0K | 0.15% | +2+0.2% | Added |
| Fort Point Capital Partners LLC | 1,193 | $307.3K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,197 | $308.3K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,200 | $309.1K | 0.02% | −1,530−56.0% | Reduced |
| Hyman Charles D | 1,204 | $310.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,205 | $311.0K | 0.08% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,208 | $311.1K | 0.07% | −230−16.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $312.4K | 0.09% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $315.0K | 0.34% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $315.5K | 0.02% | −1−0.1% | Reduced |
| Ninety One SA (PTY) Ltd | 1,253 | $321.3K | 0.10% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $322.0K | 0.15% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,264 | $325.6K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,266 | $326.0K | 0.01% | −17−1.3% | Reduced |
| Pacer Advisors, Inc. | 1,274 | $328.1K | 0.00% | −1,898−59.8% | Reduced |
| Profund Advisors LLC | 1,275 | $328.4K | 0.02% | +224+21.3% | Added |
| Resources Investment Advisors, LLC. | 1,279 | $329.5K | 0.01% | +1,279 | New |
| Focus Financial Network, Inc. | 1,289 | $332.1K | 0.03% | −319−19.8% | Reduced |
| Valley Brook Capital Group | 1,300 | $334.8K | 0.32% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,302 | $335.4K | 0.04% | +2+0.2% | Added |
| Prudent Investors Network | 1,304 | $335.9K | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,308 | $336.9K | 0.03% | −154−10.5% | Reduced |
| Cobblestone Capital Advisors LLC | 1,329 | $342.3K | 0.03% | −100−7.0% | Reduced |
| 9258 Wealth Management, LLC | 1,329 | $342.4K | 0.07% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,330 | $342.6K | 1.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,342 | $345.7K | 0.00% | −5,253−79.7% | Reduced |
| Strong Tower Advisory Services | 1,360 | $350.5K | 0.21% | +33+2.5% | Added |
| Wellington Management Group LLP | 1,374 | $353.9K | 0.00% | +1,374 | New |
| Vista Wealth Management Group, LLC | 1,385 | $356.7K | 0.04% | +7+0.5% | Added |
| Equitable Trust Co | 1,385 | $356.7K | 0.03% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 1,386 | $357.0K | 0.10% | −62−4.3% | Reduced |
| Avalon Investment & Advisory | 1,386 | $357.0K | 0.01% | −188−11.9% | Reduced |
| International Assets Investment Management, LLC | 1,392 | $358.6K | 0.04% | +1,392 | New |
| Merit Financial Group, LLC | 1,397 | $359.8K | 0.01% | +22+1.6% | Added |
| Balentine LLC | 1,397 | $359.8K | 0.01% | −182−11.5% | Reduced |
| Aviance Capital Partners, LLC | 1,397 | $359.8K | 0.08% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,400 | $360.6K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $360.6K | 0.32% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,407 | $362.4K | 0.09% | +1,366+3,331.7% | Added |
| Cigna Investments Inc | 1,422 | $366.0K | 0.08% | −14−1.0% | Reduced |
| Stevens Capital Management LP | 1,420 | $366.0K | 0.23% | +1,420 | New |
| Ascent Group, LLC | 1,428 | $367.8K | 0.04% | +70+5.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,428 | $367.8K | 0.32% | +25+1.8% | Added |
| SeaCrest Wealth Management, LLC | 1,435 | $369.7K | 0.05% | +420+41.4% | Added |
| TCWP LLC | 1,436 | $369.9K | 0.08% | −63−4.2% | Reduced |
| Bridge Advisory, LLC | 1,436 | $369.9K | 0.15% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,437 | $370.1K | 0.01% | +8+0.6% | Added |
| Johnson Investment Counsel Inc | 1,440 | $370.8K | 0.01% | +372+34.8% | Added |
| Vestmark Advisory Solutions, Inc. | 1,444 | $372.0K | 0.02% | +26+1.8% | Added |
| Amica Retiree Medical Trust | 1,450 | $373.0K | 0.48% | 00.0% | Unchanged |
| Ossiam | 1,464 | $377.1K | 0.01% | −1,144−43.9% | Reduced |
| Patron Partners Advisors, LLC | 1,476 | $380.2K | 0.29% | −28−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,486 | $382.8K | 0.04% | +66+4.6% | Added |
| Wahed Invest LLC | 1,491 | $384.0K | 0.20% | +142+10.5% | Added |
| Mission Creek Capital Partners, Inc. | 1,496 | $385.4K | 0.14% | +409+37.6% | Added |
| Cito Capital Group, LLC | 1,500 | $386.0K | 0.21% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $386.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,507 | $388.1K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,509 | $388.7K | 0.10% | +75+5.2% | Added |
| Foundry Partners, LLC | 1,513 | $390.0K | 0.02% | 00.0% | Unchanged |