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 |
|---|---|---|---|---|---|
| Page Arthur B | 12,592 | $3.24M | 3.19% | +98+0.8% | Added |
| Sandy Spring Bank | 12,354 | $3.18M | 0.19% | −398−3.1% | Reduced |
| Capital International Ltd | 12,113 | $3.12M | 0.22% | −18−0.1% | Reduced |
| Amica Mutual Insurance Co | 12,076 | $3.11M | 0.39% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,013 | $3.09M | 0.05% | +112+0.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.09M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,904 | $3.07M | 0.01% | +5,626+89.6% | Added |
| Garrison Asset Management, LLC | 11,777 | $3.03M | 1.96% | −114−1.0% | Reduced |
| Gateway Investment Advisers LLC | 11,755 | $3.03M | 0.04% | −127−1.1% | Reduced |
| Macquarie Group Ltd | 11,536 | $2.97M | 0.00% | −1,175−9.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 11,305 | $2.91M | 0.45% | −4,363−27.8% | Reduced |
| Ieq Capital, LLC | 11,271 | $2.90M | 0.08% | +4,949+78.3% | Added |
| PEAK6 Investments LLC | 11,257 | $2.90M | 0.16% | −8,949−44.3% | Reduced |
| Pathstone Family Office, LLC | 14,928 | $2.90M | 0.06% | +4,039+37.1% | Added |
| Mercer Global Advisors Inc | 11,231 | $2.89M | 0.01% | +2,935+35.4% | Added |
| National Bank of Canada | 11,221 | $2.89M | 0.01% | +143+1.3% | Added |
| Edge Capital Group, LLC | 11,134 | $2.87M | 0.20% | +532+5.0% | Added |
| Dempze Nancy E | 10,903 | $2.81M | 2.74% | +576+5.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,885 | $2.80M | 0.07% | +2,821+35.0% | Added |
| Teachers Retirement System of the State of Kentucky | 10,843 | $2.79M | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 10,780 | $2.78M | 0.63% | +60+0.6% | Added |
| GAM Holding AG | 10,726 | $2.76M | 0.22% | −25−0.2% | Reduced |
| Cerity Partners LLC | 10,669 | $2.75M | 0.02% | +7,970+295.3% | Added |
| Marketfield Asset Management LLC | 10,669 | $2.75M | 2.62% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,664 | $2.75M | 0.00% | +798+8.1% | Added |
| Northwest Investment Counselors, LLC | 10,502 | $2.71M | 0.78% | +817+8.4% | Added |
| La Banque Postale Asset Management SA | 10,297 | $2.65M | 0.08% | +10,297 | New |
| Desjardins Global Asset Management Inc. | 10,287 | $2.65M | 0.42% | −8,864−46.3% | Reduced |
| British Columbia Investment Management Corp | 10,233 | $2.64M | 0.03% | −1,267−11.0% | Reduced |
| Weil Company, Inc. | 10,175 | $2.62M | 1.19% | +875+9.4% | Added |
| Connable Office Inc | 10,166 | $2.62M | 0.37% | 00.0% | Unchanged |
| Eukles Asset Management | 10,160 | $2.62M | 1.53% | −563−5.3% | Reduced |
| Smithbridge Asset Management Inc | 10,014 | $2.58M | 0.69% | −243−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.58M | 0.42% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,988 | $2.57M | 0.42% | +9,988 | New |
| JustInvest LLC | 9,765 | $2.52M | 0.10% | +283+3.0% | Added |
| Capital International Sarl | 9,521 | $2.45M | 0.17% | +1,374+16.9% | Added |
| Fiduciary Trust Co | 9,449 | $2.43M | 0.05% | −53−0.6% | Reduced |
| Securian Asset Management, Inc | 9,448 | $2.43M | 0.07% | −273−2.8% | Reduced |
| Westpac Banking Corp | 9,419 | $2.43M | 0.04% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 9,402 | $2.42M | 2.21% | −399−4.1% | Reduced |
| Cetera Advisor Networks LLC | 9,342 | $2.41M | 0.02% | −4,469−32.4% | Reduced |
| CI Private Wealth, LLC | 9,250 | $2.38M | 0.01% | +9,250 | New |
| Riverbridge Partners LLC | 9,217 | $2.37M | 0.04% | −142−1.5% | Reduced |
| BNC Wealth Management, LLC | 9,179 | $2.36M | 1.40% | +3,454+60.3% | Added |
| Kentucky Retirement Systems | 9,076 | $2.34M | 0.09% | +40+0.4% | Added |
| Ethic Inc. | 9,002 | $2.32M | 0.13% | +1,261+16.3% | Added |
| Umb Bank N A | 8,889 | $2.29M | 0.04% | −1,385−13.5% | Reduced |
| Maryland State Retirement & Pension System | 8,867 | $2.28M | 0.07% | +8,867 | New |
| National Asset Management, Inc. | 8,865 | $2.28M | 0.06% | +6,243+238.1% | Added |
| Cohen Lawrence B | 8,851 | $2.28M | 1.19% | −60−0.7% | Reduced |
| Front Row Advisors LLC | 8,846 | $2.28M | 1.18% | −60−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,832 | $2.27M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,724 | $2.25M | 0.01% | −13,027−59.9% | Reduced |
| Advisory Services Network, LLC | 8,649 | $2.23M | 0.07% | −1,444−14.3% | Reduced |
| Metis Global Partners, LLC | 8,441 | $2.17M | 0.19% | +2,525+42.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,404 | $2.16M | 0.05% | +933+12.5% | Added |
| Brinker Capital Investments, LLC | 8,387 | $2.16M | 0.04% | −1,995−19.2% | Reduced |
| Hartford Investment Management Co | 8,357 | $2.15M | 0.07% | −2,632−24.0% | Reduced |
| Centaurus Financial, Inc. | 8,360 | $2.15M | 0.20% | −33−0.4% | Reduced |
| Pinnacle Associates Ltd | 8,219 | $2.12M | 0.05% | +200+2.5% | Added |
| Duality Advisers, LP | 8,140 | $2.10M | 0.24% | +8,140 | New |
| CIBC World Markets Inc. | 8,076 | $2.08M | 0.01% | +765+10.5% | Added |
| Crossmark Global Holdings, Inc. | 8,018 | $2.06M | 0.05% | +1,204+17.7% | Added |
| Westport Asset Management Inc | 8,000 | $2.06M | 1.32% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 7,936 | $2.04M | 0.07% | +1,427+21.9% | Added |
| Allspring Global Investments Holdings, LLC | 7,855 | $2.02M | 0.00% | −56,511−87.8% | Reduced |
| Franklin Street Advisors Inc | 7,830 | $2.02M | 0.19% | +1,170+17.6% | Added |
| Guyasuta Investment Advisors Inc | 7,818 | $2.01M | 0.16% | +200+2.6% | Added |
| Vectors Research Management, LLC | 7,609 | $1.96M | 0.51% | −339−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,270 | $1.95M | 0.21% | +4,635+283.5% | Added |
| American Century Companies Inc | 7,556 | $1.95M | 0.00% | −377,754−98.0% | Reduced |
| Sumitomo Life Insurance Co | 7,490 | $1.93M | 0.14% | −94−1.2% | Reduced |
| Deane Retirement Strategies, Inc. | 7,447 | $1.92M | 1.07% | −28−0.4% | Reduced |
| Shell Asset Management Co | 7,419 | $1.91M | 0.08% | −5,558−42.8% | Reduced |
| Louisiana State Employees Retirement System | 7,400 | $1.91M | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,378 | $1.90M | 0.01% | −619−7.7% | Reduced |
| Tiaa, FSB | 7,343 | $1.89M | 0.01% | −702−8.7% | Reduced |
| Intech Investment Management LLC | 7,331 | $1.89M | 0.01% | −20,128−73.3% | Reduced |
| Advisor Partners II, LLC | 7,272 | $1.87M | 0.12% | +1,186+19.5% | Added |
| HNP Capital LLC | 7,262 | $1.87M | 0.52% | −269−3.6% | Reduced |
| Nixon Peabody Trust Co | 7,259 | $1.87M | 1.52% | −486−6.3% | Reduced |
| Rafferty Asset Management, LLC | 7,056 | $1.82M | 0.02% | +3,368+91.3% | Added |
| Wesbanco Bank Inc | 7,027 | $1.81M | 0.08% | +229+3.4% | Added |
| PFG Advisors | 7,015 | $1.81M | 0.18% | −5−0.1% | Reduced |
| Tredje AP-fonden | 6,967 | $1.79M | 0.03% | +700+11.2% | Added |
| Schonfeld Strategic Advisors LLC | 6,900 | $1.78M | 0.01% | −3,679−34.8% | Reduced |
| Diversified Trust Co | 6,878 | $1.77M | 0.07% | +1,239+22.0% | Added |
| Benedict Financial Advisors Inc | 6,879 | $1.77M | 0.53% | +14+0.2% | Added |
| Connolly Sarah T. | 6,849 | $1.76M | 1.20% | −4−0.1% | Reduced |
| Capital International Inc | 6,841 | $1.76M | 0.04% | +523+8.3% | Added |
| Locust Wood Capital Advisers, LLC | 6,680 | $1.72M | 0.12% | +6,680 | New |
| Metropolitan Life Insurance Co | 6,642 | $1.71M | 0.08% | −103−1.5% | Reduced |
| Ameritas Advisory Services, LLC | 6,614 | $1.70M | 0.08% | +2,070+45.6% | Added |
| O'Shaughnessy Asset Management, LLC | 6,611 | $1.70M | 0.03% | +3,044+85.3% | Added |
| Lighthouse Investment Partners, LLC | 6,500 | $1.67M | 0.31% | +6,500 | New |
| Charter Trust Co | 6,497 | $1.67M | 0.13% | −728−10.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,209 | $1.60M | 0.03% | −115−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,035 | $1.55M | 0.04% | +4,032+201.3% | Added |
| Simplex Trading, LLC | 6,009 | $1.55M | 0.07% | +6,009 | New |