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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 45 | $11.6K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 41 | $10.6K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 41 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $10.3K | 0.01% | +30+300.0% | Added |
| Creative Financial Designs Inc | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $10.0K | 0.00% | +39 | New |
| Atlantic Trust, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 37 | $9.53K | 0.00% | +37 | New |
| CNB Bank | 36 | $9.27K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 36 | $9.27K | 0.01% | +1+2.9% | Added |
| TD Ameritrade Investment Management, LLC | 33 | $8.00K | 0.00% | −30−47.6% | Reduced |
| Financial Management Professionals, Inc. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $7.73K | 0.01% | +30 | New |
| Core Alternative Capital | 28 | $7.23K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $6.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $6.44K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 23 | $5.92K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $5.92K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $5.92K | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 22 | $5.67K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 20 | $5.15K | 0.00% | +20 | New |
| Jones Financial Companies LLLP | 20 | $5.00K | 0.00% | −1−4.8% | Reduced |
| West Oak Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19 | $4.79K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 18 | $4.64K | 0.00% | +18 | New |
| TD Capital Management LLC | 17 | $4.40K | 0.00% | +17 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.38K | 0.00% | +8+88.9% | Added |
| Investors Research Corp | 15 | $3.86K | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 16 | $3.44K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 13 | $3.35K | 0.00% | +5+62.5% | Added |
| Abound Wealth Management | 12 | $3.10K | 0.00% | +6+100.0% | Added |
| Disciplined Investments, LLC | 12 | $3.09K | 0.00% | +4+50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12 | $3.09K | 0.00% | +12 | New |
| Newbridge Financial Services Group, Inc. | 11 | $2.84K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $2.83K | 0.00% | +6+120.0% | Added |
| Bogart Wealth, LLC | 10 | $2.60K | 0.00% | −6−37.5% | Reduced |
| Atwood & Palmer Inc | 10 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $2.56K | 0.00% | −5−33.3% | Reduced |
| JNBA Financial Advisors | 9 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 8 | $2.06K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $1.80K | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.54K | 0.00% | +6 | New |
| Tfo-TDC, LLC | 50 | $1.42K | 0.00% | +50 | New |
| Larson Financial Group LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $1.03K | 0.00% | +4 | New |
| EWG Elevate Inc. | 4 | $1.03K | 0.00% | +4 | New |
| Tyler-Stone Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2 | $1.00K | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $521 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $515 | 0.00% | −69−97.2% | Reduced |
| Colonial Trust Advisors | 2 | $515 | 0.00% | +2 | New |
| My Personal CFO, LLC | 1 | $258 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 258 | $74 | 0.00% | −172−40.0% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −405,549−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,273−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,352−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −24,172−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −22,852−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,715−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −12,943−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,765−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,984−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,556−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Triton Wealth Management, PLLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |