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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,517 | $390.8K | 0.02% | +103+7.3% | Added |
| Lincoln National Corp | 1,521 | $391.7K | 0.01% | −206−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,421 | $391.7K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,521 | $391.9K | 0.35% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,463 | $392.0K | 0.01% | −5,945−63.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,529 | $393.8K | 0.00% | +1,529 | New |
| Baystate Wealth Management LLC | 1,535 | $396.0K | 0.04% | −85−5.2% | Reduced |
| Bailard, Inc. | 1,541 | $396.9K | 0.02% | −168−9.8% | Reduced |
| Allworth Financial LP | 1,548 | $398.8K | 0.00% | −802−34.1% | Reduced |
| Wintrust Investments LLC | 1,551 | $399.0K | 0.05% | +11+0.7% | Added |
| Hengehold Capital Management LLC | 1,553 | $400.0K | 0.06% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,561 | $402.1K | 0.10% | −981−38.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,889 | $406.0K | 0.01% | +373+24.6% | Added |
| North Star Investment Management Corp. | 1,577 | $406.2K | 0.04% | +5+0.3% | Added |
| Strengthening Families & Communities, LLC | 1,586 | $408.0K | 0.24% | +107+7.2% | Added |
| Cadent Capital Advisors, LLC | 1,588 | $409.1K | 0.24% | +4+0.3% | Added |
| Symmetry Partners, LLC | 1,590 | $410.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,599 | $412.0K | 0.00% | +309+24.0% | Added |
| ProVise Management Group, LLC | 1,600 | $412.1K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $412.9K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,606 | $414.0K | 0.01% | +6+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 1,542 | $416.2K | 0.20% | +87+6.0% | Added |
| Partners Group Holding AG | 1,616 | $416.2K | 0.03% | −727−31.0% | Reduced |
| Capital City Trust Co | 1,625 | $418.6K | 0.14% | +50+3.2% | Added |
| Change Path, LLC | 1,650 | $425.0K | 0.02% | +482+41.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,655 | $426.3K | 0.03% | +526+46.6% | Added |
| Navalign, LLC | 1,655 | $426.4K | 0.18% | +7+0.4% | Added |
| DCM Advisors, LLC | 1,663 | $428.3K | 0.21% | −124−6.9% | Reduced |
| Sicart Associates LLC | 1,670 | $430.1K | 0.15% | +200+13.6% | Added |
| WealthPLAN Partners, LLC | 1,474 | $432.1K | 0.03% | +1,474 | New |
| Fragasso Group Inc. | 1,680 | $432.7K | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,474 | $433.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,683 | $433.5K | 0.08% | +1,683 | New |
| Chelsea Counsel Co | 1,692 | $435.8K | 0.22% | +1,692 | New |
| West Wealth Group, LLC | 1,699 | $437.7K | 0.22% | +8+0.5% | Added |
| Inscription Capital, LLC | 1,708 | $439.9K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,712 | $440.9K | 0.01% | +678+65.6% | Added |
| Chilton Capital Management LLC | 1,739 | $448.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,742 | $449.0K | 0.01% | +4+0.2% | Added |
| NewEdge Wealth, LLC | 1,743 | $449.0K | 0.02% | +395+29.3% | Added |
| Avitas Wealth Management LLC | 1,771 | $456.2K | 0.10% | +506+40.0% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,776 | $457.4K | 1.07% | −9,309−84.0% | Reduced |
| Evercore Wealth Management, LLC | 1,780 | $458.5K | 0.01% | +149+9.1% | Added |
| Claro Advisors LLC | 1,782 | $459.0K | 0.15% | +395+28.5% | Added |
| Choate Investment Advisors | 1,787 | $460.3K | 0.03% | −115−6.0% | Reduced |
| Chatham Capital Group, Inc. | 1,794 | $462.1K | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,795 | $462.3K | 0.00% | +1,795 | New |
| Atom Investors LP | 1,797 | $462.9K | 0.23% | −1,014−36.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,800 | $464.0K | 0.01% | +1,800 | New |
| Mendel Money Management | 1,817 | $468.0K | 0.27% | +4+0.2% | Added |
| Telemus Capital, LLC | 1,752 | $468.7K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,830 | $471.4K | 0.03% | −225−10.9% | Reduced |
| Sawtooth Solutions, LLC | 1,837 | $473.2K | 0.06% | +355+24.0% | Added |
| Formidable Asset Management, LLC | 1,845 | $475.0K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 1,850 | $476.5K | 0.01% | −47−2.5% | Reduced |
| Trustcore Financial Services, LLC | 1,854 | $477.5K | 0.04% | −26−1.4% | Reduced |
| Addison Capital Co | 1,879 | $484.0K | 0.31% | −83−4.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $485.0K | 0.53% | 00.0% | Unchanged |
| Madden Securities Corp | 1,885 | $485.5K | 0.26% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,900 | $489.4K | 0.45% | −500−20.8% | Reduced |
| Horizon Investments, LLC | 1,910 | $492.0K | 0.01% | +750+64.7% | Added |
| Mutual Advisors, LLC | 1,911 | $492.2K | 0.02% | +664+53.2% | Added |
| Whittier Trust Co | 1,912 | $492.5K | 0.01% | −32−1.6% | Reduced |
| Valley National Advisers Inc | 1,779 | $498.0K | 0.09% | −10−0.6% | Reduced |
| Clarius Group, LLC | 1,932 | $498.0K | 0.04% | +76+4.1% | Added |
| MTM Investment Management, LLC | 1,943 | $500.5K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,953 | $503.0K | 0.02% | +422+27.6% | Added |
| Meeder Advisory Services, Inc. | 1,962 | $505.3K | 0.06% | +1,962 | New |
| Bokf, NA | 1,962 | $505.4K | 0.01% | +79+4.2% | Added |
| Cambridge Trust Co | 1,968 | $507.0K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,977 | $509.2K | 0.05% | −421−17.6% | Reduced |
| Flagstone Financial Management | 1,995 | $513.7K | 0.31% | +1,995 | New |
| Phoenix Holdings Ltd. | 2,001 | $515.4K | 0.01% | +2,001 | New |
| Dearborn Partners LLC | 2,002 | $515.7K | 0.02% | −414−17.1% | Reduced |
| Ellenbecker Investment Group | 2,011 | $517.0K | 0.15% | −3−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,010 | $517.7K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,030 | $523.0K | 0.03% | +181+9.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,044 | $526.5K | 0.04% | +151+8.0% | Added |
| Old National Bancorp | 2,050 | $528.0K | 0.02% | −4−0.2% | Reduced |
| Drake & Associates, LLC | 2,056 | $529.6K | 0.28% | +9+0.4% | Added |
| Foundations Investment Advisors, LLC | 2,060 | $530.5K | 0.02% | −8−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,068 | $532.7K | 0.02% | +410+24.7% | Added |
| Annex Advisory Services, LLC | 2,078 | $535.2K | 0.03% | +606+41.2% | Added |
| WJ Wealth Management, LLC | 2,080 | $535.7K | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,090 | $538.0K | 0.00% | +30+1.5% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $540.9K | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,100 | $540.9K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,102 | $541.4K | 0.04% | +5+0.2% | Added |
| CAPROCK Group, Inc. | 2,113 | $544.2K | 0.05% | +293+16.1% | Added |
| RMB Capital Management, LLC | 2,152 | $554.3K | 0.02% | +100+4.9% | Added |
| Coldstream Capital Management Inc | 2,191 | $564.4K | 0.02% | +2,191 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,233 | $575.2K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,275 | $586.0K | 0.03% | +702+44.6% | Added |
| MONECO Advisors, LLC | 2,279 | $587.1K | 0.21% | +6+0.3% | Added |
| J.W. Cole Advisors, Inc. | 2,288 | $589.4K | 0.05% | −320−12.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,289 | $589.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,294 | $590.9K | 0.03% | −231−9.1% | Reduced |
| Panagora Asset Management Inc | 2,303 | $593.2K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,314 | $596.0K | 0.03% | −100−4.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,310 | $601.9K | 0.16% | −529−18.6% | Reduced |