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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 9,539 | $786.8K | 0.02% | +5,175+118.6% | Added |
| Banque Cantonale Vaudoise | 3,010 | $775.0K | 0.04% | −254−7.8% | Reduced |
| RBF Capital, LLC | 3,000 | $773.0K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 3,000 | $772.6K | 0.01% | +745+33.0% | Added |
| Legacy Bridge, LLC | 2,991 | $770.4K | 0.55% | −1,743−36.8% | Reduced |
| Monte Financial Group, LLC | 2,971 | $765.1K | 0.39% | +216+7.8% | Added |
| Beacon Pointe Advisors, LLC | 2,931 | $754.9K | 0.01% | +1,931+193.1% | Added |
| Massmutual Trust Co FSB | 2,909 | $749.0K | 0.03% | +14+0.5% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $747.0K | 0.45% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,867 | $738.5K | 0.12% | +28+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,866 | $738.2K | 0.01% | +114+4.1% | Added |
| Integrated Wealth Concepts LLC | 2,867 | $738.0K | 0.02% | −115−3.9% | Reduced |
| Quantum Private Wealth, LLC | 2,854 | $735.1K | 0.47% | −225−7.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,846 | $733.1K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,844 | $732.5K | 0.02% | +122+4.5% | Added |
| Seeyond | 2,832 | $729.4K | 0.07% | −866−23.4% | Reduced |
| CWM, LLC | 2,815 | $725.0K | 0.01% | +193+7.4% | Added |
| Boenning & Scattergood, Inc. | 2,590 | $725.0K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,803 | $722.0K | 0.01% | +212+8.2% | Added |
| First Hawaiian Bank | 2,795 | $719.0K | 0.03% | +610+27.9% | Added |
| Vestcor Inc | 2,739 | $705.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,140 | $704.9K | 0.04% | −59−0.6% | Reduced |
| NVWM, LLC | 2,722 | $701.1K | 0.25% | −20−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $695.4K | 0.29% | −1,500−35.7% | Reduced |
| Greenleaf Trust | 2,667 | $687.0K | 0.01% | +239+9.8% | Added |
| Raymond James Trust N.A. | 2,656 | $684.0K | 0.02% | +23+0.9% | Added |
| Financial Management Network Inc | 2,620 | $682.5K | 0.30% | +114+4.5% | Added |
| Wedbush Securities Inc | 2,648 | $682.0K | 0.04% | −56−2.1% | Reduced |
| Davis Investment Partners, LLC | 2,315 | $680.1K | 0.34% | +2,315 | New |
| Laurel Wealth Advisors, Inc. | 2,621 | $675.0K | 0.07% | 00.0% | Unchanged |
| Advocate Group LLC | 2,607 | $671.5K | 0.14% | −783−23.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,586 | $666.1K | 0.07% | +183+7.6% | Added |
| Baldwin Investment Management, LLC | 2,585 | $665.8K | 0.12% | +80+3.2% | Added |
| Marietta Investment Partners LLC | 2,572 | $662.5K | 0.19% | +116+4.7% | Added |
| ETF Managers Group, LLC | 2,564 | $660.4K | 0.03% | +101+4.1% | Added |
| Washington Trust Co | 2,548 | $656.3K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,544 | $655.3K | 0.00% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,534 | $652.7K | 0.07% | −307−10.8% | Reduced |
| Janney Capital Management LLC | 2,531 | $652.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,488 | $641.0K | 0.03% | +2,488 | New |
| Evoke Wealth, LLC | 2,485 | $640.1K | 0.02% | −303−10.9% | Reduced |
| Advisors Capital Management, LLC | 2,484 | $640.0K | 0.02% | +532+27.3% | Added |
| Edmond de Rothschild Holding S.A. | 2,484 | $639.8K | 0.02% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,471 | $636.5K | 0.18% | −7−0.3% | Reduced |
| Claret Asset Management Corp | 2,468 | $636.0K | 0.14% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,469 | $635.9K | 0.13% | +149+6.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,456 | $632.7K | 0.03% | +489+24.9% | Added |
| United Capital Financial Advisers, LLC | 2,449 | $630.8K | 0.00% | +53+2.2% | Added |
| Stiles Financial Services Inc | 2,422 | $623.8K | 0.36% | −103−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 2,415 | $622.0K | 0.01% | +325+15.6% | Added |
| Beaton Management Co. Inc. | 2,390 | $616.0K | 0.41% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,380 | $613.0K | 0.35% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,542 | $613.0K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,375 | $611.7K | 0.08% | −1,101−31.7% | Reduced |
| Trust Co of Oklahoma | 2,375 | $611.7K | 0.25% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,373 | $611.2K | 0.01% | −40,222−94.4% | Reduced |
| Prelude Capital Management, LLC | 2,366 | $609.4K | 0.04% | −361−13.2% | Reduced |
| Verus Capital Partners, LLC | 2,351 | $605.5K | 0.11% | +1,031+78.1% | Added |
| Snowden Capital Advisors LLC | 2,337 | $601.9K | 0.03% | −328−12.3% | Reduced |
| Symphony Financial, Ltd. Co. | 2,310 | $601.9K | 0.16% | −529−18.6% | Reduced |
| Grimes & Company, Inc. | 2,314 | $596.0K | 0.03% | −100−4.1% | Reduced |
| Panagora Asset Management Inc | 2,303 | $593.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,294 | $590.9K | 0.03% | −231−9.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,289 | $589.6K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,288 | $589.4K | 0.05% | −320−12.3% | Reduced |
| MONECO Advisors, LLC | 2,279 | $587.1K | 0.21% | +6+0.3% | Added |
| Evergreen Capital Management LLC | 2,275 | $586.0K | 0.03% | +702+44.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,233 | $575.2K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,191 | $564.4K | 0.02% | +2,191 | New |
| RMB Capital Management, LLC | 2,152 | $554.3K | 0.02% | +100+4.9% | Added |
| CAPROCK Group, Inc. | 2,113 | $544.2K | 0.05% | +293+16.1% | Added |
| Moors & Cabot, Inc. | 2,102 | $541.4K | 0.04% | +5+0.2% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $540.9K | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,100 | $540.9K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,090 | $538.0K | 0.00% | +30+1.5% | Added |
| WJ Wealth Management, LLC | 2,080 | $535.7K | 0.31% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,078 | $535.2K | 0.03% | +606+41.2% | Added |
| Kingsview Wealth Management, LLC | 2,068 | $532.7K | 0.02% | +410+24.7% | Added |
| Foundations Investment Advisors, LLC | 2,060 | $530.5K | 0.02% | −8−0.4% | Reduced |
| Drake & Associates, LLC | 2,056 | $529.6K | 0.28% | +9+0.4% | Added |
| Old National Bancorp | 2,050 | $528.0K | 0.02% | −4−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,044 | $526.5K | 0.04% | +151+8.0% | Added |
| IHT Wealth Management, LLC | 2,030 | $523.0K | 0.03% | +181+9.8% | Added |
| Marble Harbor Investment Counsel, LLC | 2,010 | $517.7K | 0.07% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,011 | $517.0K | 0.15% | −3−0.1% | Reduced |
| Dearborn Partners LLC | 2,002 | $515.7K | 0.02% | −414−17.1% | Reduced |
| Phoenix Holdings Ltd. | 2,001 | $515.4K | 0.01% | +2,001 | New |
| Flagstone Financial Management | 1,995 | $513.7K | 0.31% | +1,995 | New |
| Regal Investment Advisors LLC | 1,977 | $509.2K | 0.05% | −421−17.6% | Reduced |
| Cambridge Trust Co | 1,968 | $507.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,962 | $505.4K | 0.01% | +79+4.2% | Added |
| Meeder Advisory Services, Inc. | 1,962 | $505.3K | 0.06% | +1,962 | New |
| Wealthcare Advisory Partners LLC | 1,953 | $503.0K | 0.02% | +422+27.6% | Added |
| MTM Investment Management, LLC | 1,943 | $500.5K | 0.26% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,779 | $498.0K | 0.09% | −10−0.6% | Reduced |
| Clarius Group, LLC | 1,932 | $498.0K | 0.04% | +76+4.1% | Added |
| Whittier Trust Co | 1,912 | $492.5K | 0.01% | −32−1.6% | Reduced |
| Mutual Advisors, LLC | 1,911 | $492.2K | 0.02% | +664+53.2% | Added |
| Horizon Investments, LLC | 1,910 | $492.0K | 0.01% | +750+64.7% | Added |
| Washington Capital Management Inc | 1,900 | $489.4K | 0.45% | −500−20.8% | Reduced |