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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 18,543 | $4.78M | 0.06% | −100−0.5% | Reduced |
| M&T Bank Corp | 18,608 | $4.79M | 0.02% | −181−1.0% | Reduced |
| Rodgers Brothers Inc. | 18,671 | $4.81M | 0.97% | +150+0.8% | Added |
| New York Life Investment Management LLC | 18,757 | $4.83M | 0.06% | −124−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 19,120 | $4.92M | 0.09% | 00.0% | Unchanged |
| Lipe & Dalton | 19,373 | $4.99M | 2.87% | −565−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,413 | $5.00M | 0.04% | +2,528+15.0% | Added |
| Polar Capital Holdings Plc | 19,708 | $5.08M | 0.04% | −394−2.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 20,031 | $5.16M | 0.02% | −17,625−46.8% | Reduced |
| Richard C. Young & CO., LTD. | 20,078 | $5.17M | 0.69% | −384−1.9% | Reduced |
| Utah Retirement Systems | 20,434 | $5.26M | 0.08% | −400−1.9% | Reduced |
| Andra AP-fonden | 21,000 | $5.41M | 0.16% | +16,100+328.6% | Added |
| IFM Investors Pty Ltd | 21,115 | $5.44M | 0.09% | +236+1.1% | Added |
| Squarepoint Ops LLC | 21,405 | $5.51M | 0.04% | +16,728+357.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 21,448 | $5.52M | 0.16% | −52−0.2% | Reduced |
| First Republic Investment Management, Inc. | 21,852 | $5.63M | 0.01% | +1,425+7.0% | Added |
| Fund Management at Engine No. 1 LLC | 22,069 | $5.68M | 1.39% | +3,159+16.7% | Added |
| Xponance, Inc. | 22,107 | $5.69M | 0.09% | +2,429+12.3% | Added |
| Natixis Advisors, L.P. | 22,322 | $5.75M | 0.02% | −835−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,000 | $5.92M | 0.12% | +661+3.0% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $5.95M | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,135 | $5.96M | 0.07% | +41+0.2% | Added |
| Arosa Capital Management LP | 23,240 | $5.99M | 1.83% | +23,240 | New |
| Atria Wealth Solutions, Inc. | 23,383 | $6.01M | 0.10% | +155+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,723 | $6.11M | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 24,123 | $6.21M | 0.01% | +14,674+155.3% | Added |
| Kestra Advisory Services, LLC | 24,133 | $6.22M | 0.06% | +12,022+99.3% | Added |
| Portland Global Advisors LLC | 24,232 | $6.24M | 1.15% | +158+0.7% | Added |
| Heron Bay Capital Management | 24,656 | $6.35M | 3.93% | −232−0.9% | Reduced |
| Unigestion Holding SA | 25,064 | $6.51M | 0.34% | +92+0.4% | Added |
| Notis-McConarty Edward | 25,303 | $6.52M | 2.71% | +324+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,659 | $6.61M | 0.04% | +25,659 | New |
| Creative Planning | 25,839 | $6.66M | 0.01% | +1,658+6.9% | Added |
| Telos Capital Management, Inc. | 25,875 | $6.66M | 0.97% | +2,021+8.5% | Added |
| Cyrus J. Lawrence, LLC | 26,056 | $6.71M | 2.00% | +7,885+43.4% | Added |
| Nisa Investment Advisors, LLC | 26,179 | $6.74M | 0.05% | +1,050+4.2% | Added |
| Canada Pension Plan Investment Board | 26,832 | $6.91M | 0.01% | +20,620+331.9% | Added |
| AMF Pensionsforsakring AB | 27,031 | $6.97M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,144 | $6.99M | 0.02% | +7,125+35.6% | Added |
| Puzo Michael J | 27,529 | $7.09M | 2.56% | −278−1.0% | Reduced |
| Boston Trust Walden Corp | 27,745 | $7.15M | 0.06% | −195−0.7% | Reduced |
| Forsta Ap-Fonden | 27,800 | $7.16M | 0.08% | −3,100−10.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,634 | $7.18M | 1.49% | −9,111−26.2% | Reduced |
| Moreno Evelyn V | 28,053 | $7.23M | 1.67% | +14,061+100.5% | Added |
| South State Corp. | 28,222 | $7.27M | 0.67% | +6,166+28.0% | Added |
| Prime Capital Investment Advisors, LLC | 28,349 | $7.30M | 0.28% | +19,401+216.8% | Added |
| Teacher Retirement System of Texas | 28,468 | $7.33M | 0.05% | +11,754+70.3% | Added |
| Azimuth Capital Investment Management LLC | 28,623 | $7.37M | 0.37% | +518+1.8% | Added |
| Norinchukin Bank, The | 29,138 | $7.51M | 0.16% | −5,275−15.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,265 | $7.54M | 0.06% | +2,699+10.2% | Added |
| NorthCrest Asset Manangement, LLC | 29,457 | $7.59M | 0.43% | −769−2.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29,495 | $7.60M | 0.11% | −4,100−12.2% | Reduced |
| Captrust Financial Advisors | 29,872 | $7.69M | 0.04% | +25+0.1% | Added |
| Advisors Asset Management, Inc. | 30,109 | $7.76M | 0.16% | −8,209−21.4% | Reduced |
| HighTower Advisors, LLC | 30,560 | $7.88M | 0.02% | +567+1.9% | Added |
| Kidder Stephen W | 30,748 | $7.92M | 2.90% | +498+1.6% | Added |
| Amalgamated Bank | 30,786 | $7.93M | 0.07% | +330+1.1% | Added |
| Zacks Investment Management | 30,867 | $7.95M | 0.11% | +414+1.4% | Added |
| Brown Advisory Inc | 31,062 | $8.00M | 0.01% | −98−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 31,150 | $8.02M | 0.04% | −1,639−5.0% | Reduced |
| State of Michigan Retirement System | 31,213 | $8.04M | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,453 | $8.10M | 0.08% | −150−0.5% | Reduced |
| USS Investment Management Ltd | 31,577 | $8.13M | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 31,674 | $8.16M | 0.52% | +111+0.4% | Added |
| Janney Montgomery Scott LLC | 31,830 | $8.20M | 0.03% | −1,034−3.1% | Reduced |
| MetLife Investment Management | 33,078 | $8.52M | 0.06% | −837−2.5% | Reduced |
| M. Kraus & Co | 33,268 | $8.57M | 3.16% | +236+0.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,286 | $8.57M | 0.32% | +190+0.6% | Added |
| American International Group, Inc. | 33,887 | $8.73M | 0.06% | −1,026−2.9% | Reduced |
| Envestnet Asset Management Inc | 33,965 | $8.75M | 0.00% | +2,469+7.8% | Added |
| Commerce Bank | 34,088 | $8.78M | 0.07% | −2,467−6.7% | Reduced |
| Worldquant Millennium Advisors LLC | 34,327 | $8.84M | 0.20% | −92,643−73.0% | Reduced |
| Peapack Gladstone Financial Corp | 34,519 | $8.89M | 0.18% | −250−0.7% | Reduced |
| Oppenheimer & Co Inc | 34,738 | $8.95M | 0.20% | +3,473+11.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 35,279 | $9.09M | 0.02% | −1,584−4.3% | Reduced |
| Taurus Asset Management, LLC | 35,833 | $9.23M | 1.17% | −342−0.9% | Reduced |
| Tudor Investment Corp Et Al | 36,013 | $9.28M | 0.23% | +3,410+10.5% | Added |
| Russell Investments Group, Ltd. | 36,443 | $9.41M | 0.02% | −15,651−30.0% | Reduced |
| Banque Pictet & Cie SA | 36,600 | $9.43M | 0.10% | −2,592−6.6% | Reduced |
| Retirement Systems of Alabama | 36,792 | $9.48M | 0.04% | −1,548−4.0% | Reduced |
| Synovus Financial Corp | 36,813 | $9.48M | 0.11% | +247+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 37,079 | $9.55M | 0.19% | −832−2.2% | Reduced |
| Bartlett & Co. LLC | 37,079 | $9.55M | 0.19% | −832−2.2% | Reduced |
| Comerica Bank | 33,913 | $9.57M | 0.07% | +10,891+47.3% | Added |
| TD Asset Management Inc | 37,702 | $9.71M | 0.01% | −112−0.3% | Reduced |
| Isthmus Partners, LLC | 38,220 | $9.84M | 1.48% | −395−1.0% | Reduced |
| Schroder Investment Management Group | 38,262 | $9.86M | 0.02% | −16,258−29.8% | Reduced |
| GHP Investment Advisors, Inc. | 38,875 | $10.0M | 0.68% | +1,794+4.8% | Added |
| Daiwa Securities Group Inc. | 38,884 | $10.0M | 0.08% | −9,382−19.4% | Reduced |
| Broderick Brian C | 39,294 | $10.1M | 3.00% | −100.0% | Reduced |
| Flputnam Investment Management Co | 39,407 | $10.2M | 0.37% | −3,559−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 39,601 | $10.2M | 0.06% | +12,441+45.8% | Added |
| Royal London Asset Management Ltd | 39,985 | $10.3M | 0.05% | +809+2.1% | Added |
| MUFG Securities EMEA plc | 40,000 | $10.3M | 0.19% | +25,000+166.7% | Added |
| AXA S.A. | 41,125 | $10.6M | 0.04% | −19,500−32.2% | Reduced |
| M.D. Sass Investors Services, Inc. | 41,857 | $10.8M | 1.93% | −14,628−25.9% | Reduced |
| Glenmede Trust Co NA | 42,044 | $10.8M | 0.06% | −894−2.1% | Reduced |
| Congress Asset Management Co | 42,615 | $11.0M | 0.11% | −3,185−7.0% | Reduced |
| Formuepleje A/S | 43,420 | $11.2M | 0.94% | +11,036+34.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,518 | $11.5M | 0.06% | +43,892+7,011.5% | Added |