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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 86,470 | $22.3M | 1.85% | +861+1.0% | Added |
| Tocqueville Asset Management L.P. | 83,869 | $21.6M | 0.41% | +1,764+2.1% | Added |
| Manufacturers Life Insurance Company, The | 83,630 | $21.5M | 0.01% | −1,103−1.3% | Reduced |
| KBC Group NV | 83,337 | $21.5M | 0.10% | −14,984−15.2% | Reduced |
| Davis R M Inc | 83,202 | $21.4M | 0.58% | +719+0.9% | Added |
| Victory Capital Management Inc | 80,730 | $20.8M | 0.02% | +4,375+5.7% | Added |
| LPL Financial LLC | 80,464 | $20.7M | 0.02% | −8,453−9.5% | Reduced |
| ExodusPoint Capital Management, LP | 79,355 | $20.4M | 0.32% | +6,401+8.8% | Added |
| Rheos Capital Works Inc. | 78,800 | $20.3M | 1.22% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 78,018 | $20.1M | 0.05% | +7,477+10.6% | Added |
| Man Group plc | 77,434 | $19.9M | 0.07% | +2,063+2.7% | Added |
| Raymond James & Associates | 77,130 | $19.9M | 0.02% | +97+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,386 | $19.7M | 0.11% | +20,950+37.8% | Added |
| Voya Investment Management LLC | 76,139 | $19.6M | 0.02% | −6,193−7.5% | Reduced |
| Confluence Investment Management LLC | 75,900 | $19.5M | 0.29% | +1,208+1.6% | Added |
| Truist Financial Corp | 75,757 | $19.5M | 0.03% | +1,475+2.0% | Added |
| Walleye Capital LLC | 75,021 | $19.3M | 0.42% | +10,972+17.1% | Added |
| Exchange Traded Concepts, LLC | 74,916 | $19.3M | 0.55% | +74,916 | New |
| Carnegie Capital Asset Management, LLC | 73,202 | $18.9M | 0.81% | +292+0.4% | Added |
| Susquehanna International Group, LLP | 72,409 | $18.7M | 0.04% | +32,407+81.0% | Added |
| Bank of Nova Scotia | 72,357 | $18.6M | 0.05% | +62,126+607.2% | Added |
| Mariner, LLC | 71,861 | $18.5M | 0.06% | +472+0.7% | Added |
| Trillium Asset Management, LLC | 71,462 | $18.4M | 0.57% | −2,436−3.3% | Reduced |
| Korea Investment CORP | 70,497 | $18.2M | 0.06% | −8,714−11.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 68,197 | $17.6M | 0.05% | −2,581−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 67,861 | $17.5M | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 66,590 | $17.2M | 0.07% | −4,432−6.2% | Reduced |
| Standard Life Aberdeen plc | 64,964 | $16.7M | 0.05% | +4,611+7.6% | Added |
| Storebrand Asset Management AS | 64,631 | $16.6M | 0.09% | +4,620+7.7% | Added |
| Williams Jones Wealth Management, LLC. | 63,949 | $16.5M | 0.28% | −3,199−4.8% | Reduced |
| State of Wisconsin Investment Board | 62,931 | $16.2M | 0.05% | −5,643−8.2% | Reduced |
| Two Sigma Advisers, LP | 62,500 | $16.1M | 0.04% | +46,300+285.8% | Added |
| Pinebridge Investments, L.P. | 62,484 | $16.1M | 0.19% | +3,805+6.5% | Added |
| Somerville Kurt F | 62,248 | $16.0M | 3.12% | −574−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 60,498 | $15.6M | 0.54% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 59,413 | $15.3M | 0.07% | +1,039+1.8% | Added |
| Allianz Asset Management GmbH | 58,601 | $15.1M | 0.03% | +1,046+1.8% | Added |
| Pictet Asset Management SA | 58,061 | $15.0M | 0.02% | −2,221−3.7% | Reduced |
| Covea Finance | 57,823 | $14.9M | 0.74% | 00.0% | Unchanged |
| Engine No. 1 LLC | 57,719 | $14.9M | 7.31% | +32,800+131.6% | Added |
| Jane Street Group, LLC | 56,353 | $14.5M | 0.03% | −76,863−57.7% | Reduced |
| Toronto Dominion Bank | 56,325 | $14.5M | 0.02% | +999+1.8% | Added |
| Mn Services Vermogensbeheer B.V. | 55,502 | $14.3M | 0.16% | −8,600−13.4% | Reduced |
| Sandler Capital Management | 55,449 | $14.3M | 2.19% | −24,570−30.7% | Reduced |
| North Star Asset Management Inc | 55,343 | $14.3M | 0.89% | +1,138+2.1% | Added |
| Treasurer of the State of North Carolina | 51,519 | $13.3M | 0.08% | +90+0.2% | Added |
| Boston Private Wealth LLC | 50,917 | $13.1M | 0.18% | +282+0.6% | Added |
| Asset Management One Co.,Ltd. | 50,506 | $13.1M | 0.06% | −3,139−5.9% | Reduced |
| Baker Chad R | 50,670 | $13.1M | 3.66% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 49,267 | $12.7M | 0.03% | −849−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 48,712 | $12.5M | 0.04% | +22,046+82.7% | Added |
| LMCG Investments, LLC | 48,622 | $12.5M | 0.87% | +413+0.9% | Added |
| Keybank National Association | 46,714 | $12.0M | 0.06% | −75−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 45,775 | $11.8M | 0.02% | −307−0.7% | Reduced |
| Cabot Wealth Management Inc | 45,457 | $11.7M | 1.98% | −4,872−9.7% | Reduced |
| Credit Agricole S A | 45,222 | $11.6M | 0.43% | −6,146−12.0% | Reduced |
| Thematics Asset Management | 45,154 | $11.6M | 0.71% | +45,154 | New |
| SEI Investments Co | 44,980 | $11.6M | 0.03% | −5,010−10.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44,817 | $11.5M | 0.04% | +44,809+560,112.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,518 | $11.5M | 0.06% | +43,892+7,011.5% | Added |
| Formuepleje A/S | 43,420 | $11.2M | 0.94% | +11,036+34.1% | Added |
| Congress Asset Management Co | 42,615 | $11.0M | 0.11% | −3,185−7.0% | Reduced |
| Glenmede Trust Co NA | 42,044 | $10.8M | 0.06% | −894−2.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 41,857 | $10.8M | 1.93% | −14,628−25.9% | Reduced |
| AXA S.A. | 41,125 | $10.6M | 0.04% | −19,500−32.2% | Reduced |
| MUFG Securities EMEA plc | 40,000 | $10.3M | 0.19% | +25,000+166.7% | Added |
| Royal London Asset Management Ltd | 39,985 | $10.3M | 0.05% | +809+2.1% | Added |
| Nomura Asset Management Co Ltd | 39,601 | $10.2M | 0.06% | +12,441+45.8% | Added |
| Flputnam Investment Management Co | 39,407 | $10.2M | 0.37% | −3,559−8.3% | Reduced |
| Broderick Brian C | 39,294 | $10.1M | 3.00% | −100.0% | Reduced |
| Daiwa Securities Group Inc. | 38,884 | $10.0M | 0.08% | −9,382−19.4% | Reduced |
| GHP Investment Advisors, Inc. | 38,875 | $10.0M | 0.68% | +1,794+4.8% | Added |
| Schroder Investment Management Group | 38,262 | $9.86M | 0.02% | −16,258−29.8% | Reduced |
| Isthmus Partners, LLC | 38,220 | $9.84M | 1.48% | −395−1.0% | Reduced |
| TD Asset Management Inc | 37,702 | $9.71M | 0.01% | −112−0.3% | Reduced |
| Comerica Bank | 33,913 | $9.57M | 0.07% | +10,891+47.3% | Added |
| Bartlett & Co. LLC | 37,079 | $9.55M | 0.19% | −832−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,079 | $9.55M | 0.19% | −832−2.2% | Reduced |
| Synovus Financial Corp | 36,813 | $9.48M | 0.11% | +247+0.7% | Added |
| Retirement Systems of Alabama | 36,792 | $9.48M | 0.04% | −1,548−4.0% | Reduced |
| Banque Pictet & Cie SA | 36,600 | $9.43M | 0.10% | −2,592−6.6% | Reduced |
| Russell Investments Group, Ltd. | 36,443 | $9.41M | 0.02% | −15,651−30.0% | Reduced |
| Tudor Investment Corp Et Al | 36,013 | $9.28M | 0.23% | +3,410+10.5% | Added |
| Taurus Asset Management, LLC | 35,833 | $9.23M | 1.17% | −342−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 35,279 | $9.09M | 0.02% | −1,584−4.3% | Reduced |
| Oppenheimer & Co Inc | 34,738 | $8.95M | 0.20% | +3,473+11.1% | Added |
| Peapack Gladstone Financial Corp | 34,519 | $8.89M | 0.18% | −250−0.7% | Reduced |
| Worldquant Millennium Advisors LLC | 34,327 | $8.84M | 0.20% | −92,643−73.0% | Reduced |
| Commerce Bank | 34,088 | $8.78M | 0.07% | −2,467−6.7% | Reduced |
| Envestnet Asset Management Inc | 33,965 | $8.75M | 0.00% | +2,469+7.8% | Added |
| American International Group, Inc. | 33,887 | $8.73M | 0.06% | −1,026−2.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,286 | $8.57M | 0.32% | +190+0.6% | Added |
| M. Kraus & Co | 33,268 | $8.57M | 3.16% | +236+0.7% | Added |
| MetLife Investment Management | 33,078 | $8.52M | 0.06% | −837−2.5% | Reduced |
| Janney Montgomery Scott LLC | 31,830 | $8.20M | 0.03% | −1,034−3.1% | Reduced |
| Rockland Trust Co | 31,674 | $8.16M | 0.52% | +111+0.4% | Added |
| USS Investment Management Ltd | 31,577 | $8.13M | 0.12% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,453 | $8.10M | 0.08% | −150−0.5% | Reduced |
| State of Michigan Retirement System | 31,213 | $8.04M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31,150 | $8.02M | 0.04% | −1,639−5.0% | Reduced |