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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 6,000 | $1.54M | 0.24% | +6,000 | New |
| Wetherby Asset Management Inc | 5,988 | $1.54M | 0.10% | +177+3.0% | Added |
| Koshinski Asset Management, Inc. | 5,936 | $1.53M | 0.15% | −125−2.1% | Reduced |
| Vigilant Capital Management, LLC | 5,904 | $1.52M | 0.13% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,830 | $1.50M | 0.04% | −55−0.9% | Reduced |
| MML Investors Services, LLC | 5,792 | $1.49M | 0.01% | +27+0.5% | Added |
| Wolverine Trading, LLC | 5,783 | $1.49M | 0.03% | +5,783 | New |
| First Foundation Advisors | 5,648 | $1.45M | 0.07% | −197−3.4% | Reduced |
| Prudential PLC | 5,582 | $1.44M | 0.02% | +3,121+126.8% | Added |
| Elmwood Wealth Management, Inc. | 5,556 | $1.43M | 0.72% | +50+0.9% | Added |
| New Mexico Educational Retirement Board | 5,476 | $1.41M | 0.08% | −500−8.4% | Reduced |
| WoodTrust Financial Corp | 5,445 | $1.40M | 0.29% | +250+4.8% | Added |
| Jump Financial, LLC | 5,442 | $1.40M | 0.07% | +5,442 | New |
| First Trust Advisors LP | 5,431 | $1.40M | 0.00% | −24,101−81.6% | Reduced |
| Guggenheim Capital LLC | 5,406 | $1.39M | 0.01% | −43−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,384 | $1.39M | 0.12% | +3,706+220.9% | Added |
| Regions Financial Corp | 5,357 | $1.38M | 0.01% | −392−6.8% | Reduced |
| Decatur Capital Management, Inc. | 5,352 | $1.38M | 0.99% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,344 | $1.38M | 0.00% | −6,409−54.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,173 | $1.33M | 0.02% | −156−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 5,138 | $1.32M | 0.01% | +200+4.1% | Added |
| Thrivent Financial for Lutherans | 5,130 | $1.32M | 0.00% | −9−0.2% | Reduced |
| Western Wealth Management, LLC | 5,127 | $1.32M | 0.13% | −7,710−60.1% | Reduced |
| Aquila Investment Management LLC | 5,000 | $1.29M | 1.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,982 | $1.28M | 0.02% | +4,982 | New |
| Pettee Investors, Inc. | 4,975 | $1.28M | 0.63% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,900 | $1.26M | 0.06% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,890 | $1.26M | 0.03% | 00.0% | Unchanged |
| Soros Capital Management LLC | 4,878 | $1.26M | 1.61% | −1,486−23.4% | Reduced |
| Cetera Advisors LLC | 4,877 | $1.26M | 0.02% | −95−1.9% | Reduced |
| Sigma Planning Corp | 4,854 | $1.25M | 0.04% | +141+3.0% | Added |
| Tempus Wealth Planning, LLC | 4,850 | $1.25M | 0.76% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,850 | $1.25M | 0.02% | −147−2.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.25M | 0.45% | +587+13.8% | Added |
| Horizon Kinetics Asset Management LLC | 4,823 | $1.24M | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,805 | $1.24M | 0.22% | 00.0% | Unchanged |
| Burney Co | 4,769 | $1.23M | 0.06% | −159−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 4,706 | $1.21M | 0.03% | −1,265−21.2% | Reduced |
| Veritable, L.P. | 4,686 | $1.21M | 0.02% | +526+12.6% | Added |
| Allstate Corp | 4,631 | $1.19M | 0.04% | +56+1.2% | Added |
| Allstate Investment Management Co | 4,631 | $1.19M | 0.04% | +4,631 | New |
| Cetera Investment Advisers | 4,606 | $1.19M | 0.01% | +1,442+45.6% | Added |
| Avantax Planning Partners, Inc. | 4,585 | $1.18M | 0.05% | +835+22.3% | Added |
| Vident Investment Advisory, LLC | 4,583 | $1.18M | 0.04% | −81,188−94.7% | Reduced |
| Diametric Capital, LP | 4,575 | $1.18M | 0.57% | +1,980+76.3% | Added |
| Stonegate Investment Group, LLC | 4,519 | $1.16M | 0.05% | −20,003−81.6% | Reduced |
| Hoey Investments, Inc | 4,436 | $1.14M | 0.50% | −767−14.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,374 | $1.13M | 0.82% | +93+2.2% | Added |
| Carret Asset Management, LLC | 4,340 | $1.12M | 0.15% | +550+14.5% | Added |
| Journey Advisory Group, LLC | 4,323 | $1.11M | 0.28% | +925+27.2% | Added |
| Triangle Securities Wealth Management | 4,265 | $1.10M | 0.40% | +901+26.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,137 | $1.07M | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,097 | $1.06M | 0.08% | +2,513+158.6% | Added |
| Neville Rodie & Shaw Inc | 4,100 | $1.06M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,040 | $1.04M | 0.05% | +810+25.1% | Added |
| HBK Sorce Advisory LLC | 4,028 | $1.04M | 0.03% | +2,521+167.3% | Added |
| Hirtle Callaghan & Co LLC | 4,011 | $1.03M | 0.06% | +4,011 | New |
| JFS Wealth Advisors, LLC | 4,006 | $1.03M | 0.10% | +3,445+614.1% | Added |
| Sequoia Financial Advisors, LLC | 3,988 | $1.03M | 0.03% | +2,203+123.4% | Added |
| AQR Capital Management LLC | 3,968 | $1.02M | 0.00% | −14,694−78.7% | Reduced |
| Atria Investments LLC | 3,957 | $1.02M | 0.02% | +3,957 | New |
| Argent Trust Co | 3,944 | $1.02M | 0.07% | −215−5.2% | Reduced |
| Uncommon Cents Investing LLC | 3,940 | $1.01M | 0.37% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,847 | $990.8K | 0.09% | −2,762−41.8% | Reduced |
| Apollon Wealth Management, LLC | 3,843 | $989.8K | 0.07% | +249+6.9% | Added |
| Fayez Sarofim & Co | 3,829 | $986.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,717 | $980.8K | 0.01% | +1,752+59.1% | Added |
| Integrated Advisors Network LLC | 3,758 | $967.8K | 0.06% | −69−1.8% | Reduced |
| HB Wealth Management, LLC | 3,742 | $963.8K | 0.02% | +319+9.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,715 | $956.9K | 0.46% | +5+0.1% | Added |
| First United Bank Trust | 3,702 | $953.5K | 0.47% | 00.0% | Unchanged |
| 1st Source Bank | 3,666 | $944.3K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,660 | $942.7K | 0.00% | −233−6.0% | Reduced |
| First Commonwealth Financial Corp | 3,653 | $940.9K | 0.35% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,653 | $940.9K | 0.09% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 3,627 | $934.2K | 2.02% | −10−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,599 | $927.0K | 0.02% | −688−16.0% | Reduced |
| Acropolis Investment Management, LLC | 3,590 | $924.7K | 0.08% | −329−8.4% | Reduced |
| Venturi Wealth Management, LLC | 3,539 | $911.5K | 0.08% | −260−6.8% | Reduced |
| Benjamin Edwards Inc | 3,491 | $899.0K | 0.24% | −652−15.7% | Reduced |
| Private Trust Co NA | 3,363 | $866.0K | 0.13% | +164+5.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,349 | $862.6K | 0.00% | −297−8.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,263 | $840.0K | 0.04% | −16−0.5% | Reduced |
| Acadian Asset Management LLC | 3,264 | $840.0K | 0.00% | +2,701+479.8% | Added |
| Colony Group LLC | 3,254 | $838.0K | 0.01% | −607−15.7% | Reduced |
| Toroso Investments, LLC | 3,251 | $837.0K | 0.03% | +235+7.8% | Added |
| Stephens Inc | 3,241 | $834.8K | 0.02% | −510−13.6% | Reduced |
| Wedmont Private Capital | 3,110 | $832.0K | 0.12% | +1,658+114.2% | Added |
| Hunter Associates Investment Management LLC | 3,220 | $829.0K | 0.20% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,206 | $825.8K | 0.03% | +3,206 | New |
| Congress Wealth Management LLC | 3,194 | $822.7K | 0.02% | +93+3.0% | Added |
| Buckingham Strategic Wealth, LLC | 3,192 | $822.2K | 0.01% | −129−3.9% | Reduced |
| Heritage Wealth Partners, LLC | 3,076 | $817.0K | 0.75% | +3,076 | New |
| Guardian Capital LP | 3,135 | $807.5K | 0.03% | +1,064+51.4% | Added |
| Savant Capital, LLC | 4,379 | $805.7K | 0.02% | +1,009+29.9% | Added |
| Veriti Management LLC | 3,122 | $804.1K | 0.11% | +576+22.6% | Added |
| Empirical Finance, LLC | 3,083 | $794.1K | 0.08% | +243+8.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,060 | $788.2K | 0.03% | +3,060 | New |
| Carmel Capital Partners, LLC | 3,059 | $788.0K | 0.54% | −7−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,056 | $787.0K | 0.03% | −9,042−74.7% | Reduced |