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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 3,988 | $1.03M | 0.03% | +2,203+123.4% | Added |
| JFS Wealth Advisors, LLC | 4,006 | $1.03M | 0.10% | +3,445+614.1% | Added |
| Hirtle Callaghan & Co LLC | 4,011 | $1.03M | 0.06% | +4,011 | New |
| HBK Sorce Advisory LLC | 4,028 | $1.04M | 0.03% | +2,521+167.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,040 | $1.04M | 0.05% | +810+25.1% | Added |
| Neville Rodie & Shaw Inc | 4,100 | $1.06M | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,097 | $1.06M | 0.08% | +2,513+158.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,137 | $1.07M | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,265 | $1.10M | 0.40% | +901+26.8% | Added |
| Journey Advisory Group, LLC | 4,323 | $1.11M | 0.28% | +925+27.2% | Added |
| Carret Asset Management, LLC | 4,340 | $1.12M | 0.15% | +550+14.5% | Added |
| Beaumont Asset Management, L.L.C. | 4,374 | $1.13M | 0.82% | +93+2.2% | Added |
| Hoey Investments, Inc | 4,436 | $1.14M | 0.50% | −767−14.7% | Reduced |
| Stonegate Investment Group, LLC | 4,519 | $1.16M | 0.05% | −20,003−81.6% | Reduced |
| Diametric Capital, LP | 4,575 | $1.18M | 0.57% | +1,980+76.3% | Added |
| Vident Investment Advisory, LLC | 4,583 | $1.18M | 0.04% | −81,188−94.7% | Reduced |
| Avantax Planning Partners, Inc. | 4,585 | $1.18M | 0.05% | +835+22.3% | Added |
| Cetera Investment Advisers | 4,606 | $1.19M | 0.01% | +1,442+45.6% | Added |
| Allstate Corp | 4,631 | $1.19M | 0.04% | +56+1.2% | Added |
| Allstate Investment Management Co | 4,631 | $1.19M | 0.04% | +4,631 | New |
| Veritable, L.P. | 4,686 | $1.21M | 0.02% | +526+12.6% | Added |
| Illinois Municipal Retirement Fund | 4,706 | $1.21M | 0.03% | −1,265−21.2% | Reduced |
| Burney Co | 4,769 | $1.23M | 0.06% | −159−3.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,805 | $1.24M | 0.22% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,823 | $1.24M | 0.02% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.25M | 0.45% | +587+13.8% | Added |
| Oppenheimer Asset Management Inc. | 4,850 | $1.25M | 0.02% | −147−2.9% | Reduced |
| Tempus Wealth Planning, LLC | 4,850 | $1.25M | 0.76% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,854 | $1.25M | 0.04% | +141+3.0% | Added |
| Cetera Advisors LLC | 4,877 | $1.26M | 0.02% | −95−1.9% | Reduced |
| Soros Capital Management LLC | 4,878 | $1.26M | 1.61% | −1,486−23.4% | Reduced |
| Kornitzer Capital Management Inc | 4,890 | $1.26M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,900 | $1.26M | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,975 | $1.28M | 0.63% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,982 | $1.28M | 0.02% | +4,982 | New |
| Aquila Investment Management LLC | 5,000 | $1.29M | 1.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,127 | $1.32M | 0.13% | −7,710−60.1% | Reduced |
| Thrivent Financial for Lutherans | 5,130 | $1.32M | 0.00% | −9−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,138 | $1.32M | 0.01% | +200+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,173 | $1.33M | 0.02% | −156−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 5,344 | $1.38M | 0.00% | −6,409−54.5% | Reduced |
| Decatur Capital Management, Inc. | 5,352 | $1.38M | 0.99% | 00.0% | Unchanged |
| Regions Financial Corp | 5,357 | $1.38M | 0.01% | −392−6.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,384 | $1.39M | 0.12% | +3,706+220.9% | Added |
| Guggenheim Capital LLC | 5,406 | $1.39M | 0.01% | −43−0.8% | Reduced |
| First Trust Advisors LP | 5,431 | $1.40M | 0.00% | −24,101−81.6% | Reduced |
| Jump Financial, LLC | 5,442 | $1.40M | 0.07% | +5,442 | New |
| WoodTrust Financial Corp | 5,445 | $1.40M | 0.29% | +250+4.8% | Added |
| New Mexico Educational Retirement Board | 5,476 | $1.41M | 0.08% | −500−8.4% | Reduced |
| Elmwood Wealth Management, Inc. | 5,556 | $1.43M | 0.72% | +50+0.9% | Added |
| Prudential PLC | 5,582 | $1.44M | 0.02% | +3,121+126.8% | Added |
| First Foundation Advisors | 5,648 | $1.45M | 0.07% | −197−3.4% | Reduced |
| Wolverine Trading, LLC | 5,783 | $1.49M | 0.03% | +5,783 | New |
| MML Investors Services, LLC | 5,792 | $1.49M | 0.01% | +27+0.5% | Added |
| Sit Investment Associates Inc | 5,830 | $1.50M | 0.04% | −55−0.9% | Reduced |
| Vigilant Capital Management, LLC | 5,904 | $1.52M | 0.13% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,936 | $1.53M | 0.15% | −125−2.1% | Reduced |
| Wetherby Asset Management Inc | 5,988 | $1.54M | 0.10% | +177+3.0% | Added |
| Handelsinvest Investeringsforvaltning | 6,000 | $1.54M | 0.24% | +6,000 | New |
| Simplex Trading, LLC | 6,009 | $1.55M | 0.07% | +6,009 | New |
| Stratos Wealth Partners, LTD. | 6,035 | $1.55M | 0.04% | +4,032+201.3% | Added |
| Cullen/Frost Bankers, Inc. | 6,209 | $1.60M | 0.03% | −115−1.8% | Reduced |
| Charter Trust Co | 6,497 | $1.67M | 0.13% | −728−10.1% | Reduced |
| Lighthouse Investment Partners, LLC | 6,500 | $1.67M | 0.31% | +6,500 | New |
| O'Shaughnessy Asset Management, LLC | 6,611 | $1.70M | 0.03% | +3,044+85.3% | Added |
| Ameritas Advisory Services, LLC | 6,614 | $1.70M | 0.08% | +2,070+45.6% | Added |
| Metropolitan Life Insurance Co | 6,642 | $1.71M | 0.08% | −103−1.5% | Reduced |
| Locust Wood Capital Advisers, LLC | 6,680 | $1.72M | 0.12% | +6,680 | New |
| Capital International Inc | 6,841 | $1.76M | 0.04% | +523+8.3% | Added |
| Connolly Sarah T. | 6,849 | $1.76M | 1.20% | −4−0.1% | Reduced |
| Benedict Financial Advisors Inc | 6,879 | $1.77M | 0.53% | +14+0.2% | Added |
| Diversified Trust Co | 6,878 | $1.77M | 0.07% | +1,239+22.0% | Added |
| Schonfeld Strategic Advisors LLC | 6,900 | $1.78M | 0.01% | −3,679−34.8% | Reduced |
| Tredje AP-fonden | 6,967 | $1.79M | 0.03% | +700+11.2% | Added |
| PFG Advisors | 7,015 | $1.81M | 0.18% | −5−0.1% | Reduced |
| Wesbanco Bank Inc | 7,027 | $1.81M | 0.08% | +229+3.4% | Added |
| Rafferty Asset Management, LLC | 7,056 | $1.82M | 0.02% | +3,368+91.3% | Added |
| Nixon Peabody Trust Co | 7,259 | $1.87M | 1.52% | −486−6.3% | Reduced |
| HNP Capital LLC | 7,262 | $1.87M | 0.52% | −269−3.6% | Reduced |
| Advisor Partners II, LLC | 7,272 | $1.87M | 0.12% | +1,186+19.5% | Added |
| Intech Investment Management LLC | 7,331 | $1.89M | 0.01% | −20,128−73.3% | Reduced |
| Tiaa, FSB | 7,343 | $1.89M | 0.01% | −702−8.7% | Reduced |
| Wealthfront Advisers LLC | 7,378 | $1.90M | 0.01% | −619−7.7% | Reduced |
| Louisiana State Employees Retirement System | 7,400 | $1.91M | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,419 | $1.91M | 0.08% | −5,558−42.8% | Reduced |
| Deane Retirement Strategies, Inc. | 7,447 | $1.92M | 1.07% | −28−0.4% | Reduced |
| Sumitomo Life Insurance Co | 7,490 | $1.93M | 0.14% | −94−1.2% | Reduced |
| American Century Companies Inc | 7,556 | $1.95M | 0.00% | −377,754−98.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,270 | $1.95M | 0.21% | +4,635+283.5% | Added |
| Vectors Research Management, LLC | 7,609 | $1.96M | 0.51% | −339−4.3% | Reduced |
| Guyasuta Investment Advisors Inc | 7,818 | $2.01M | 0.16% | +200+2.6% | Added |
| Franklin Street Advisors Inc | 7,830 | $2.02M | 0.19% | +1,170+17.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,855 | $2.02M | 0.00% | −56,511−87.8% | Reduced |
| Bowen Hanes & Co Inc | 7,936 | $2.04M | 0.07% | +1,427+21.9% | Added |
| Westport Asset Management Inc | 8,000 | $2.06M | 1.32% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,018 | $2.06M | 0.05% | +1,204+17.7% | Added |
| CIBC World Markets Inc. | 8,076 | $2.08M | 0.01% | +765+10.5% | Added |
| Duality Advisers, LP | 8,140 | $2.10M | 0.24% | +8,140 | New |
| Pinnacle Associates Ltd | 8,219 | $2.12M | 0.05% | +200+2.5% | Added |
| Hartford Investment Management Co | 8,357 | $2.15M | 0.07% | −2,632−24.0% | Reduced |