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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 8,360 | $2.15M | 0.20% | −33−0.4% | Reduced |
| Brinker Capital Investments, LLC | 8,387 | $2.16M | 0.04% | −1,995−19.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,404 | $2.16M | 0.05% | +933+12.5% | Added |
| Metis Global Partners, LLC | 8,441 | $2.17M | 0.19% | +2,525+42.7% | Added |
| Advisory Services Network, LLC | 8,649 | $2.23M | 0.07% | −1,444−14.3% | Reduced |
| Assenagon Asset Management S.A. | 8,724 | $2.25M | 0.01% | −13,027−59.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,832 | $2.27M | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,846 | $2.28M | 1.18% | −60−0.7% | Reduced |
| Cohen Lawrence B | 8,851 | $2.28M | 1.19% | −60−0.7% | Reduced |
| National Asset Management, Inc. | 8,865 | $2.28M | 0.06% | +6,243+238.1% | Added |
| Maryland State Retirement & Pension System | 8,867 | $2.28M | 0.07% | +8,867 | New |
| Umb Bank N A | 8,889 | $2.29M | 0.04% | −1,385−13.5% | Reduced |
| Ethic Inc. | 9,002 | $2.32M | 0.13% | +1,261+16.3% | Added |
| Kentucky Retirement Systems | 9,076 | $2.34M | 0.09% | +40+0.4% | Added |
| BNC Wealth Management, LLC | 9,179 | $2.36M | 1.40% | +3,454+60.3% | Added |
| Riverbridge Partners LLC | 9,217 | $2.37M | 0.04% | −142−1.5% | Reduced |
| CI Private Wealth, LLC | 9,250 | $2.38M | 0.01% | +9,250 | New |
| Cetera Advisor Networks LLC | 9,342 | $2.41M | 0.02% | −4,469−32.4% | Reduced |
| Peak Financial Advisors LLC | 9,402 | $2.42M | 2.21% | −399−4.1% | Reduced |
| Westpac Banking Corp | 9,419 | $2.43M | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 9,448 | $2.43M | 0.07% | −273−2.8% | Reduced |
| Fiduciary Trust Co | 9,449 | $2.43M | 0.05% | −53−0.6% | Reduced |
| Capital International Sarl | 9,521 | $2.45M | 0.17% | +1,374+16.9% | Added |
| JustInvest LLC | 9,765 | $2.52M | 0.10% | +283+3.0% | Added |
| PDT Partners, LLC | 9,988 | $2.57M | 0.42% | +9,988 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.58M | 0.42% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 10,014 | $2.58M | 0.69% | −243−2.4% | Reduced |
| Eukles Asset Management | 10,160 | $2.62M | 1.53% | −563−5.3% | Reduced |
| Connable Office Inc | 10,166 | $2.62M | 0.37% | 00.0% | Unchanged |
| Weil Company, Inc. | 10,175 | $2.62M | 1.19% | +875+9.4% | Added |
| British Columbia Investment Management Corp | 10,233 | $2.64M | 0.03% | −1,267−11.0% | Reduced |
| Desjardins Global Asset Management Inc. | 10,287 | $2.65M | 0.42% | −8,864−46.3% | Reduced |
| La Banque Postale Asset Management SA | 10,297 | $2.65M | 0.08% | +10,297 | New |
| Northwest Investment Counselors, LLC | 10,502 | $2.71M | 0.78% | +817+8.4% | Added |
| Northwestern Mutual Wealth Management Co | 10,664 | $2.75M | 0.00% | +798+8.1% | Added |
| Marketfield Asset Management LLC | 10,669 | $2.75M | 2.62% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,669 | $2.75M | 0.02% | +7,970+295.3% | Added |
| GAM Holding AG | 10,726 | $2.76M | 0.22% | −25−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,780 | $2.78M | 0.63% | +60+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 10,843 | $2.79M | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,885 | $2.80M | 0.07% | +2,821+35.0% | Added |
| Dempze Nancy E | 10,903 | $2.81M | 2.74% | +576+5.6% | Added |
| Edge Capital Group, LLC | 11,134 | $2.87M | 0.20% | +532+5.0% | Added |
| National Bank of Canada | 11,221 | $2.89M | 0.01% | +143+1.3% | Added |
| Mercer Global Advisors Inc | 11,231 | $2.89M | 0.01% | +2,935+35.4% | Added |
| Pathstone Family Office, LLC | 14,928 | $2.90M | 0.06% | +4,039+37.1% | Added |
| PEAK6 Investments LLC | 11,257 | $2.90M | 0.16% | −8,949−44.3% | Reduced |
| Ieq Capital, LLC | 11,271 | $2.90M | 0.08% | +4,949+78.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 11,305 | $2.91M | 0.45% | −4,363−27.8% | Reduced |
| Macquarie Group Ltd | 11,536 | $2.97M | 0.00% | −1,175−9.2% | Reduced |
| Gateway Investment Advisers LLC | 11,755 | $3.03M | 0.04% | −127−1.1% | Reduced |
| Garrison Asset Management, LLC | 11,777 | $3.03M | 1.96% | −114−1.0% | Reduced |
| Fifth Third Bancorp | 11,904 | $3.07M | 0.01% | +5,626+89.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.09M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,013 | $3.09M | 0.05% | +112+0.9% | Added |
| Amica Mutual Insurance Co | 12,076 | $3.11M | 0.39% | 00.0% | Unchanged |
| Capital International Ltd | 12,113 | $3.12M | 0.22% | −18−0.1% | Reduced |
| Sandy Spring Bank | 12,354 | $3.18M | 0.19% | −398−3.1% | Reduced |
| Page Arthur B | 12,592 | $3.24M | 3.19% | +98+0.8% | Added |
| Searle & Co. | 12,593 | $3.24M | 1.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,193 | $3.40M | 0.02% | +8,008+154.4% | Added |
| Renaissance Investment Group LLC | 13,326 | $3.43M | 1.02% | −3,264−19.7% | Reduced |
| Czech National Bank | 13,443 | $3.46M | 0.09% | +28+0.2% | Added |
| Sturgeon Ventures LLP | 13,457 | $3.47M | 2.79% | +168+1.3% | Added |
| CIBC World Markets Corp | 13,502 | $3.48M | 0.02% | +11,750+670.7% | Added |
| Dorsey & Whitney Trust CO LLC | 13,550 | $3.49M | 0.34% | +160+1.2% | Added |
| Venture Visionary Partners LLC | 13,645 | $3.51M | 0.25% | +2,934+27.4% | Added |
| Beese Fulmer Investment Management, Inc. | 13,742 | $3.54M | 0.43% | −50−0.4% | Reduced |
| Papp L Roy & Associates | 13,771 | $3.55M | 0.50% | +383+2.9% | Added |
| Swiss Life Asset Management Ltd | 13,777 | $3.55M | 0.06% | −247−1.8% | Reduced |
| Everence Capital Management Inc | 13,808 | $3.56M | 0.31% | +2,980+27.5% | Added |
| Cyndeo Wealth Partners, LLC | 13,947 | $3.59M | 0.42% | +13,947 | New |
| Nissay Asset Management Corp | 14,049 | $3.62M | 0.03% | −288−2.0% | Reduced |
| ProShare Advisors LLC | 14,237 | $3.67M | 0.01% | +60.0% | Added |
| Bradley Mark J. | 14,254 | $3.67M | 3.26% | +210+1.5% | Added |
| Public Sector Pension Investment Board | 14,314 | $3.69M | 0.03% | +1,891+15.2% | Added |
| Weatherly Asset Management L. P. | 14,785 | $3.81M | 0.52% | −40.0% | Reduced |
| Delaney Dennis R | 14,836 | $3.82M | 3.42% | +75+0.5% | Added |
| Regal Wealth Group, Inc. | 15,080 | $3.88M | 2.85% | −1,465−8.9% | Reduced |
| Nordea Investment Management AB | 15,424 | $3.97M | 0.01% | −1,060−6.4% | Reduced |
| Garland Capital Management Inc | 15,510 | $4.00M | 2.60% | +690+4.7% | Added |
| Chemung Canal Trust Co | 15,537 | $4.00M | 0.91% | +275+1.8% | Added |
| Ninety One North America, Inc. | 15,714 | $4.05M | 0.20% | +4,461+39.6% | Added |
| Aviva PLC | 16,270 | $4.19M | 0.02% | −336−2.0% | Reduced |
| Texas Permanent School Fund | 16,317 | $4.20M | 0.06% | −16−0.1% | Reduced |
| Mutual of America Capital Management LLC | 16,453 | $4.24M | 0.05% | +426+2.7% | Added |
| Farmers & Merchants Investments Inc | 16,458 | $4.24M | 0.17% | −67−0.4% | Reduced |
| Davis-Rea Ltd. | 16,562 | $4.27M | 2.67% | −264−1.6% | Reduced |
| CIBC Asset Management Inc | 16,581 | $4.27M | 0.02% | +1,152+7.5% | Added |
| Whitener Capital Management, Inc. | 16,612 | $4.28M | 1.87% | +50+0.3% | Added |
| Americana Partners, LLC | 16,754 | $4.30M | 0.75% | +134+0.8% | Added |
| Gotham Asset Management, LLC | 16,896 | $4.35M | 0.12% | −1,447−7.9% | Reduced |
| Vontobel Holding Ltd. | 17,063 | $4.35M | 0.04% | −1,348−7.3% | Reduced |
| Yousif Capital Management, LLC | 17,230 | $4.44M | 0.06% | +978+6.0% | Added |
| State of Tennessee, Treasury Department | 17,339 | $4.47M | 0.02% | −1,380−7.4% | Reduced |
| First American Trust, FSB | 17,361 | $4.47M | 0.69% | +3,154+22.2% | Added |
| Hall Laurie J Trustee | 17,589 | $4.53M | 2.04% | −783−4.3% | Reduced |
| Bill Few Associates, Inc. | 17,720 | $4.56M | 2.70% | −742−4.0% | Reduced |
| KWMG, LLC | 17,983 | $4.63M | 0.66% | +140+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,985 | $4.63M | 0.02% | +809+4.7% | Added |