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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 31,062 | $8.00M | 0.01% | −98−0.3% | Reduced |
| Zacks Investment Management | 30,867 | $7.95M | 0.11% | +414+1.4% | Added |
| Amalgamated Bank | 30,786 | $7.93M | 0.07% | +330+1.1% | Added |
| Kidder Stephen W | 30,748 | $7.92M | 2.90% | +498+1.6% | Added |
| HighTower Advisors, LLC | 30,560 | $7.88M | 0.02% | +567+1.9% | Added |
| Advisors Asset Management, Inc. | 30,109 | $7.76M | 0.16% | −8,209−21.4% | Reduced |
| Captrust Financial Advisors | 29,872 | $7.69M | 0.04% | +25+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29,495 | $7.60M | 0.11% | −4,100−12.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 29,457 | $7.59M | 0.43% | −769−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,265 | $7.54M | 0.06% | +2,699+10.2% | Added |
| Norinchukin Bank, The | 29,138 | $7.51M | 0.16% | −5,275−15.3% | Reduced |
| Azimuth Capital Investment Management LLC | 28,623 | $7.37M | 0.37% | +518+1.8% | Added |
| Teacher Retirement System of Texas | 28,468 | $7.33M | 0.05% | +11,754+70.3% | Added |
| Prime Capital Investment Advisors, LLC | 28,349 | $7.30M | 0.28% | +19,401+216.8% | Added |
| South State Corp. | 28,222 | $7.27M | 0.67% | +6,166+28.0% | Added |
| Moreno Evelyn V | 28,053 | $7.23M | 1.67% | +14,061+100.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,634 | $7.18M | 1.49% | −9,111−26.2% | Reduced |
| Forsta Ap-Fonden | 27,800 | $7.16M | 0.08% | −3,100−10.0% | Reduced |
| Boston Trust Walden Corp | 27,745 | $7.15M | 0.06% | −195−0.7% | Reduced |
| Puzo Michael J | 27,529 | $7.09M | 2.56% | −278−1.0% | Reduced |
| Two Sigma Investments, LP | 27,144 | $6.99M | 0.02% | +7,125+35.6% | Added |
| AMF Pensionsforsakring AB | 27,031 | $6.97M | 0.08% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 26,832 | $6.91M | 0.01% | +20,620+331.9% | Added |
| Nisa Investment Advisors, LLC | 26,179 | $6.74M | 0.05% | +1,050+4.2% | Added |
| Cyrus J. Lawrence, LLC | 26,056 | $6.71M | 2.00% | +7,885+43.4% | Added |
| Telos Capital Management, Inc. | 25,875 | $6.66M | 0.97% | +2,021+8.5% | Added |
| Creative Planning | 25,839 | $6.66M | 0.01% | +1,658+6.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,659 | $6.61M | 0.04% | +25,659 | New |
| Notis-McConarty Edward | 25,303 | $6.52M | 2.71% | +324+1.3% | Added |
| Unigestion Holding SA | 25,064 | $6.51M | 0.34% | +92+0.4% | Added |
| Heron Bay Capital Management | 24,656 | $6.35M | 3.93% | −232−0.9% | Reduced |
| Portland Global Advisors LLC | 24,232 | $6.24M | 1.15% | +158+0.7% | Added |
| Kestra Advisory Services, LLC | 24,133 | $6.22M | 0.06% | +12,022+99.3% | Added |
| Mackenzie Financial Corp | 24,123 | $6.21M | 0.01% | +14,674+155.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,723 | $6.11M | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 23,383 | $6.01M | 0.10% | +155+0.7% | Added |
| Arosa Capital Management LP | 23,240 | $5.99M | 1.83% | +23,240 | New |
| D.A. Davidson & Co. | 23,135 | $5.96M | 0.07% | +41+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 23,093 | $5.95M | 0.16% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,000 | $5.92M | 0.12% | +661+3.0% | Added |
| Natixis Advisors, L.P. | 22,322 | $5.75M | 0.02% | −835−3.6% | Reduced |
| Xponance, Inc. | 22,107 | $5.69M | 0.09% | +2,429+12.3% | Added |
| Fund Management at Engine No. 1 LLC | 22,069 | $5.68M | 1.39% | +3,159+16.7% | Added |
| First Republic Investment Management, Inc. | 21,852 | $5.63M | 0.01% | +1,425+7.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 21,448 | $5.52M | 0.16% | −52−0.2% | Reduced |
| Squarepoint Ops LLC | 21,405 | $5.51M | 0.04% | +16,728+357.7% | Added |
| IFM Investors Pty Ltd | 21,115 | $5.44M | 0.09% | +236+1.1% | Added |
| Andra AP-fonden | 21,000 | $5.41M | 0.16% | +16,100+328.6% | Added |
| Utah Retirement Systems | 20,434 | $5.26M | 0.08% | −400−1.9% | Reduced |
| Richard C. Young & CO., LTD. | 20,078 | $5.17M | 0.69% | −384−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 20,031 | $5.16M | 0.02% | −17,625−46.8% | Reduced |
| Polar Capital Holdings Plc | 19,708 | $5.08M | 0.04% | −394−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,413 | $5.00M | 0.04% | +2,528+15.0% | Added |
| Lipe & Dalton | 19,373 | $4.99M | 2.87% | −565−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 19,120 | $4.92M | 0.09% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 18,757 | $4.83M | 0.06% | −124−0.7% | Reduced |
| Rodgers Brothers Inc. | 18,671 | $4.81M | 0.97% | +150+0.8% | Added |
| M&T Bank Corp | 18,608 | $4.79M | 0.02% | −181−1.0% | Reduced |
| State of Alaska, Department of Revenue | 18,543 | $4.78M | 0.06% | −100−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,985 | $4.63M | 0.02% | +809+4.7% | Added |
| KWMG, LLC | 17,983 | $4.63M | 0.66% | +140+0.8% | Added |
| Bill Few Associates, Inc. | 17,720 | $4.56M | 2.70% | −742−4.0% | Reduced |
| Hall Laurie J Trustee | 17,589 | $4.53M | 2.04% | −783−4.3% | Reduced |
| First American Trust, FSB | 17,361 | $4.47M | 0.69% | +3,154+22.2% | Added |
| State of Tennessee, Treasury Department | 17,339 | $4.47M | 0.02% | −1,380−7.4% | Reduced |
| Yousif Capital Management, LLC | 17,230 | $4.44M | 0.06% | +978+6.0% | Added |
| Vontobel Holding Ltd. | 17,063 | $4.35M | 0.04% | −1,348−7.3% | Reduced |
| Gotham Asset Management, LLC | 16,896 | $4.35M | 0.12% | −1,447−7.9% | Reduced |
| Americana Partners, LLC | 16,754 | $4.30M | 0.75% | +134+0.8% | Added |
| Whitener Capital Management, Inc. | 16,612 | $4.28M | 1.87% | +50+0.3% | Added |
| CIBC Asset Management Inc | 16,581 | $4.27M | 0.02% | +1,152+7.5% | Added |
| Davis-Rea Ltd. | 16,562 | $4.27M | 2.67% | −264−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 16,458 | $4.24M | 0.17% | −67−0.4% | Reduced |
| Mutual of America Capital Management LLC | 16,453 | $4.24M | 0.05% | +426+2.7% | Added |
| Texas Permanent School Fund | 16,317 | $4.20M | 0.06% | −16−0.1% | Reduced |
| Aviva PLC | 16,270 | $4.19M | 0.02% | −336−2.0% | Reduced |
| Ninety One North America, Inc. | 15,714 | $4.05M | 0.20% | +4,461+39.6% | Added |
| Chemung Canal Trust Co | 15,537 | $4.00M | 0.91% | +275+1.8% | Added |
| Garland Capital Management Inc | 15,510 | $4.00M | 2.60% | +690+4.7% | Added |
| Nordea Investment Management AB | 15,424 | $3.97M | 0.01% | −1,060−6.4% | Reduced |
| Regal Wealth Group, Inc. | 15,080 | $3.88M | 2.85% | −1,465−8.9% | Reduced |
| Delaney Dennis R | 14,836 | $3.82M | 3.42% | +75+0.5% | Added |
| Weatherly Asset Management L. P. | 14,785 | $3.81M | 0.52% | −40.0% | Reduced |
| Public Sector Pension Investment Board | 14,314 | $3.69M | 0.03% | +1,891+15.2% | Added |
| Bradley Mark J. | 14,254 | $3.67M | 3.26% | +210+1.5% | Added |
| ProShare Advisors LLC | 14,237 | $3.67M | 0.01% | +60.0% | Added |
| Nissay Asset Management Corp | 14,049 | $3.62M | 0.03% | −288−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,947 | $3.59M | 0.42% | +13,947 | New |
| Everence Capital Management Inc | 13,808 | $3.56M | 0.31% | +2,980+27.5% | Added |
| Swiss Life Asset Management Ltd | 13,777 | $3.55M | 0.06% | −247−1.8% | Reduced |
| Papp L Roy & Associates | 13,771 | $3.55M | 0.50% | +383+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 13,742 | $3.54M | 0.43% | −50−0.4% | Reduced |
| Venture Visionary Partners LLC | 13,645 | $3.51M | 0.25% | +2,934+27.4% | Added |
| Dorsey & Whitney Trust CO LLC | 13,550 | $3.49M | 0.34% | +160+1.2% | Added |
| CIBC World Markets Corp | 13,502 | $3.48M | 0.02% | +11,750+670.7% | Added |
| Sturgeon Ventures LLP | 13,457 | $3.47M | 2.79% | +168+1.3% | Added |
| Czech National Bank | 13,443 | $3.46M | 0.09% | +28+0.2% | Added |
| Renaissance Investment Group LLC | 13,326 | $3.43M | 1.02% | −3,264−19.7% | Reduced |
| AE Wealth Management LLC | 13,193 | $3.40M | 0.02% | +8,008+154.4% | Added |
| Searle & Co. | 12,593 | $3.24M | 1.11% | 00.0% | Unchanged |