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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 339 | $87.3K | 0.01% | −125−26.9% | Reduced |
| KB Financial Partners, LLC | 335 | $86.0K | 0.03% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 326 | $84.0K | 0.06% | +326 | New |
| TCI Wealth Advisors, Inc. | 310 | $79.8K | 0.01% | +16+5.4% | Added |
| Kenfarb & Co. | 310 | $79.8K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 308 | $79.3K | 0.01% | −88−22.2% | Reduced |
| Hoese & Co LLP | 300 | $79.0K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $77.9K | 0.02% | +300 | New |
| Asset Dedication, LLC | 286 | $75.0K | 0.01% | +85+42.3% | Added |
| Proequities, Inc. | 264 | $68.0K | 0.01% | −3−1.1% | Reduced |
| Versant Capital Management, Inc | 264 | $68.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $67.6K | 0.05% | +250 | New |
| Coppell Advisory Solutions LLC | 261 | $67.2K | 0.02% | +261 | New |
| Coppell Advisory Solutions Corp. | 261 | $67.2K | 0.02% | +261 | New |
| Glassman Wealth Services | 260 | $67.0K | 0.01% | +2+0.8% | Added |
| Belpointe Asset Management LLC | 254 | $65.5K | 0.00% | +254 | New |
| Leonteq Securities AG | 254 | $65.4K | 0.00% | −90−26.2% | Reduced |
| Parkside Financial Bank & Trust | 253 | $65.2K | 0.02% | +113+80.7% | Added |
| Hallmark Capital Management Inc | 250 | $64.4K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 249 | $64.1K | 0.01% | +200+408.2% | Added |
| Central Bank & Trust Co | 248 | $63.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $63.9K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 244 | $62.8K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 234 | $60.3K | 0.00% | −1,597−87.2% | Reduced |
| CVA Family Office, LLC | 230 | $59.2K | 0.01% | −40−14.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 229 | $59.0K | 0.00% | −27−10.5% | Reduced |
| High Net Worth Advisory Group LLC | 217 | $55.9K | 0.02% | +1+0.5% | Added |
| Coastal Capital Group, Inc. | 259 | $55.8K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 215 | $55.4K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $54.9K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 212 | $54.6K | 0.00% | +212 | New |
| General Partner, Inc. | 210 | $54.1K | 0.05% | +210 | New |
| Hazlett, Burt & Watson, Inc. | 211 | $54.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 208 | $53.6K | 0.00% | +11+5.6% | Added |
| Alpha Paradigm Partners, LLC | 205 | $53.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 205 | $52.8K | 0.00% | +205 | New |
| Farther Finance Advisors, LLC | 204 | $52.5K | 0.02% | +204 | New |
| Independence Bank of Kentucky | 200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $51.5K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $51.5K | 0.02% | +200 | New |
| Monetary Management Group Inc | 195 | $50.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 192 | $50.0K | 0.04% | −82−29.9% | Reduced |
| Eagle Bay Advisors LLC | 192 | $49.5K | 0.03% | +10+5.5% | Added |
| Hantz Financial Services, Inc. | 189 | $49.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 191 | $49.0K | 0.02% | +1+0.5% | Added |
| Spire Wealth Management | 181 | $47.0K | 0.00% | −3−1.6% | Reduced |
| Motco | 182 | $46.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 176 | $45.3K | 0.00% | −32−15.4% | Reduced |
| Pinnacle Bancorp, Inc. | 176 | $45.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $44.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 170 | $43.8K | 0.02% | −476−73.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 160 | $41.2K | 0.03% | +160 | New |
| Community Bank, N.A. | 155 | $39.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 149 | $38.5K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 142 | $36.6K | 0.01% | +97+215.6% | Added |
| Tilia Fiduciary Partners, Inc. | 136 | $35.1K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 134 | $34.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 129 | $33.2K | 0.00% | +129 | New |
| Bell Investment Advisors, Inc | 128 | $33.0K | 0.01% | +10+8.5% | Added |
| BDO Wealth Advisors, LLC | 127 | $32.7K | 0.00% | −36−22.1% | Reduced |
| First Manhattan Co | 125 | $32.2K | 0.00% | +75+150.0% | Added |
| Delta Asset Management LLC | 125 | $32.2K | 0.00% | +125 | New |
| Pathway Financial Advisers, LLC | 122 | $31.5K | 0.01% | +122 | New |
| Clear Street Markets LLC | 117 | $30.0K | 0.01% | +117 | New |
| Financial Perspectives, Inc | 112 | $28.8K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 106 | $27.3K | 0.01% | +106 | New |
| Pinnacle Financial Partners Inc | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 100 | $25.8K | 0.01% | +100 | New |
| Wolff Wiese Magana LLC | 91 | $23.4K | 0.02% | +5+5.8% | Added |
| Essex Investment Management Co LLC | 90 | $23.0K | 0.00% | +10+12.5% | Added |
| St Germain D J Co Inc | 89 | $22.9K | 0.01% | +89 | New |
| HighMark Wealth Management LLC | 85 | $21.9K | 0.02% | +85 | New |
| First Horizon Advisors, Inc. | 80 | $20.6K | 0.00% | +25+45.5% | Added |
| Sugarloaf Wealth Management, LLC | 76 | $19.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $18.5K | 0.00% | −1−1.4% | Reduced |
| West Paces Advisors Inc. | 72 | $18.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $18.3K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 70 | $18.0K | 0.01% | +70 | Added |
| TD Waterhouse Canada Inc. | 66 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 64 | $17.0K | 0.00% | +2+3.2% | Added |
| Capital Advisors, Ltd. LLC | 67 | $17.0K | 0.00% | +13+24.1% | Added |
| Park Place Capital Corp | 65 | $17.0K | 0.00% | +65 | New |
| Hexagon Capital Partners LLC | 64 | $16.5K | 0.00% | −16−20.0% | Reduced |
| Lee Financial Co | 64 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 63 | $16.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $16.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 57 | $14.8K | 0.01% | +5+9.6% | Added |
| Glen Eagle Advisors, LLC | 55 | $14.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 54 | $13.9K | 0.00% | −50−48.1% | Reduced |
| Mascoma Wealth Management LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 49 | $12.7K | 0.00% | −395−89.0% | Reduced |
| Rosenberg Matthew Hamilton | 49 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 46 | $12.0K | 0.00% | −14−23.3% | Reduced |
| Earnest Partners LLC | 46 | $11.8K | 0.00% | 00.0% | Unchanged |