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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,337 | $601.9K | 0.03% | −328−12.3% | Reduced |
| Verus Capital Partners, LLC | 2,351 | $605.5K | 0.11% | +1,031+78.1% | Added |
| Prelude Capital Management, LLC | 2,366 | $609.4K | 0.04% | −361−13.2% | Reduced |
| Cubist Systematic Strategies, LLC | 2,373 | $611.2K | 0.01% | −40,222−94.4% | Reduced |
| Kinneret Advisory, LLC | 2,375 | $611.7K | 0.08% | −1,101−31.7% | Reduced |
| Trust Co of Oklahoma | 2,375 | $611.7K | 0.25% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,542 | $613.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,380 | $613.0K | 0.35% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,390 | $616.0K | 0.41% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,415 | $622.0K | 0.01% | +325+15.6% | Added |
| Stiles Financial Services Inc | 2,422 | $623.8K | 0.36% | −103−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,449 | $630.8K | 0.00% | +53+2.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,456 | $632.7K | 0.03% | +489+24.9% | Added |
| Evermay Wealth Management LLC | 2,469 | $635.9K | 0.13% | +149+6.4% | Added |
| Claret Asset Management Corp | 2,468 | $636.0K | 0.14% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,471 | $636.5K | 0.18% | −7−0.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,484 | $639.8K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,484 | $640.0K | 0.02% | +532+27.3% | Added |
| Evoke Wealth, LLC | 2,485 | $640.1K | 0.02% | −303−10.9% | Reduced |
| Prospera Financial Services Inc | 2,488 | $641.0K | 0.03% | +2,488 | New |
| Janney Capital Management LLC | 2,531 | $652.0K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,534 | $652.7K | 0.07% | −307−10.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,544 | $655.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,548 | $656.3K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 2,564 | $660.4K | 0.03% | +101+4.1% | Added |
| Marietta Investment Partners LLC | 2,572 | $662.5K | 0.19% | +116+4.7% | Added |
| Baldwin Investment Management, LLC | 2,585 | $665.8K | 0.12% | +80+3.2% | Added |
| Transcend Wealth Collective, LLC | 2,586 | $666.1K | 0.07% | +183+7.6% | Added |
| Advocate Group LLC | 2,607 | $671.5K | 0.14% | −783−23.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,621 | $675.0K | 0.07% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,315 | $680.1K | 0.34% | +2,315 | New |
| Wedbush Securities Inc | 2,648 | $682.0K | 0.04% | −56−2.1% | Reduced |
| Financial Management Network Inc | 2,620 | $682.5K | 0.30% | +114+4.5% | Added |
| Raymond James Trust N.A. | 2,656 | $684.0K | 0.02% | +23+0.9% | Added |
| Greenleaf Trust | 2,667 | $687.0K | 0.01% | +239+9.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $695.4K | 0.29% | −1,500−35.7% | Reduced |
| NVWM, LLC | 2,722 | $701.1K | 0.25% | −20−0.7% | Reduced |
| Private Advisor Group, LLC | 9,140 | $704.9K | 0.04% | −59−0.6% | Reduced |
| Vestcor Inc | 2,739 | $705.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,795 | $719.0K | 0.03% | +610+27.9% | Added |
| Wealthspire Advisors, LLC | 2,803 | $722.0K | 0.01% | +212+8.2% | Added |
| CWM, LLC | 2,815 | $725.0K | 0.01% | +193+7.4% | Added |
| Boenning & Scattergood, Inc. | 2,590 | $725.0K | 0.12% | 00.0% | Unchanged |
| Seeyond | 2,832 | $729.4K | 0.07% | −866−23.4% | Reduced |
| Signaturefd, LLC | 2,844 | $732.5K | 0.02% | +122+4.5% | Added |
| Stonebridge Capital Advisors LLC | 2,846 | $733.1K | 0.09% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,854 | $735.1K | 0.47% | −225−7.3% | Reduced |
| Integrated Wealth Concepts LLC | 2,867 | $738.0K | 0.02% | −115−3.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,866 | $738.2K | 0.01% | +114+4.1% | Added |
| Rossmore Private Capital | 2,867 | $738.5K | 0.12% | +28+1.0% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $747.0K | 0.45% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,909 | $749.0K | 0.03% | +14+0.5% | Added |
| Beacon Pointe Advisors, LLC | 2,931 | $754.9K | 0.01% | +1,931+193.1% | Added |
| Monte Financial Group, LLC | 2,971 | $765.1K | 0.39% | +216+7.8% | Added |
| Legacy Bridge, LLC | 2,991 | $770.4K | 0.55% | −1,743−36.8% | Reduced |
| MAI Capital Management | 3,000 | $772.6K | 0.01% | +745+33.0% | Added |
| RBF Capital, LLC | 3,000 | $773.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,010 | $775.0K | 0.04% | −254−7.8% | Reduced |
| GWM Advisors LLC | 9,539 | $786.8K | 0.02% | +5,175+118.6% | Added |
| Tower Research Capital LLC (TRC) | 3,056 | $787.0K | 0.03% | −9,042−74.7% | Reduced |
| Carmel Capital Partners, LLC | 3,059 | $788.0K | 0.54% | −7−0.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,060 | $788.2K | 0.03% | +3,060 | New |
| Empirical Finance, LLC | 3,083 | $794.1K | 0.08% | +243+8.6% | Added |
| Veriti Management LLC | 3,122 | $804.1K | 0.11% | +576+22.6% | Added |
| Savant Capital, LLC | 4,379 | $805.7K | 0.02% | +1,009+29.9% | Added |
| Guardian Capital LP | 3,135 | $807.5K | 0.03% | +1,064+51.4% | Added |
| Heritage Wealth Partners, LLC | 3,076 | $817.0K | 0.75% | +3,076 | New |
| Buckingham Strategic Wealth, LLC | 3,192 | $822.2K | 0.01% | −129−3.9% | Reduced |
| Congress Wealth Management LLC | 3,194 | $822.7K | 0.02% | +93+3.0% | Added |
| Bleakley Financial Group, LLC | 3,206 | $825.8K | 0.03% | +3,206 | New |
| Hunter Associates Investment Management LLC | 3,220 | $829.0K | 0.20% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,110 | $832.0K | 0.12% | +1,658+114.2% | Added |
| Stephens Inc | 3,241 | $834.8K | 0.02% | −510−13.6% | Reduced |
| Toroso Investments, LLC | 3,251 | $837.0K | 0.03% | +235+7.8% | Added |
| Colony Group LLC | 3,254 | $838.0K | 0.01% | −607−15.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,263 | $840.0K | 0.04% | −16−0.5% | Reduced |
| Acadian Asset Management LLC | 3,264 | $840.0K | 0.00% | +2,701+479.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,349 | $862.6K | 0.00% | −297−8.1% | Reduced |
| Private Trust Co NA | 3,363 | $866.0K | 0.13% | +164+5.1% | Added |
| Benjamin Edwards Inc | 3,491 | $899.0K | 0.24% | −652−15.7% | Reduced |
| Venturi Wealth Management, LLC | 3,539 | $911.5K | 0.08% | −260−6.8% | Reduced |
| Acropolis Investment Management, LLC | 3,590 | $924.7K | 0.08% | −329−8.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,599 | $927.0K | 0.02% | −688−16.0% | Reduced |
| Rosenbaum Jay D. | 3,627 | $934.2K | 2.02% | −10−0.3% | Reduced |
| First Commonwealth Financial Corp | 3,653 | $940.9K | 0.35% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,653 | $940.9K | 0.09% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,660 | $942.7K | 0.00% | −233−6.0% | Reduced |
| 1st Source Bank | 3,666 | $944.3K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 3,702 | $953.5K | 0.47% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3,715 | $956.9K | 0.46% | +5+0.1% | Added |
| HB Wealth Management, LLC | 3,742 | $963.8K | 0.02% | +319+9.3% | Added |
| Integrated Advisors Network LLC | 3,758 | $967.8K | 0.06% | −69−1.8% | Reduced |
| Cresset Asset Management, LLC | 4,717 | $980.8K | 0.01% | +1,752+59.1% | Added |
| Fayez Sarofim & Co | 3,829 | $986.2K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,843 | $989.8K | 0.07% | +249+6.9% | Added |
| Summit Financial, LLC | 3,847 | $990.8K | 0.09% | −2,762−41.8% | Reduced |
| Uncommon Cents Investing LLC | 3,940 | $1.01M | 0.37% | 00.0% | Unchanged |
| Argent Trust Co | 3,944 | $1.02M | 0.07% | −215−5.2% | Reduced |
| Atria Investments LLC | 3,957 | $1.02M | 0.02% | +3,957 | New |
| AQR Capital Management LLC | 3,968 | $1.02M | 0.00% | −14,694−78.7% | Reduced |