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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 1,300 | $334.8K | 0.32% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,289 | $332.1K | 0.03% | −319−19.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,279 | $329.5K | 0.01% | +1,279 | New |
| Profund Advisors LLC | 1,275 | $328.4K | 0.02% | +224+21.3% | Added |
| Pacer Advisors, Inc. | 1,274 | $328.1K | 0.00% | −1,898−59.8% | Reduced |
| Park Avenue Securities LLC | 1,266 | $326.0K | 0.01% | −17−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 1,264 | $325.6K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $322.0K | 0.15% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,253 | $321.3K | 0.10% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $315.5K | 0.02% | −1−0.1% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $315.0K | 0.34% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $312.4K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,208 | $311.1K | 0.07% | −230−16.0% | Reduced |
| Chicago Trust Co NA | 1,205 | $311.0K | 0.08% | 00.0% | Unchanged |
| Hyman Charles D | 1,204 | $310.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,200 | $309.1K | 0.02% | −1,530−56.0% | Reduced |
| Capital Advisors Inc | 1,197 | $308.3K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,193 | $307.3K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,188 | $306.0K | 0.15% | +2+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 1,187 | $305.7K | 0.32% | −15,201−92.8% | Reduced |
| Great Valley Advisor Group, Inc. | 1,183 | $304.7K | 0.02% | +2+0.2% | Added |
| Ropes Wealth Advisors LLC | 1,183 | $304.7K | 0.05% | +73+6.6% | Added |
| Center for Financial Planning, Inc. | 1,182 | $304.4K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 1,178 | $303.0K | 0.35% | −658−35.8% | Reduced |
| Great Waters Wealth Management | 1,081 | $300.6K | 0.06% | +1,081 | New |
| Beacon Investment Advisory Services, Inc. | 1,163 | $299.6K | 0.02% | −11,170−90.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,161 | $299.0K | 0.02% | +1,161 | New |
| Credential Qtrade Securities Inc. | 1,160 | $298.8K | 0.02% | −39−3.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,154 | $297.2K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,149 | $295.9K | 0.03% | +72+6.7% | Added |
| Linscomb & Williams, Inc. | 1,143 | $294.4K | 0.01% | +62+5.7% | Added |
| Cannon Financial Strategists, Inc. | 1,143 | $294.3K | 0.11% | −21−1.8% | Reduced |
| PVG Asset Management Corp | 1,134 | $292.1K | 1.29% | +1,134 | New |
| Aurora Private Wealth, Inc. | 1,129 | $291.0K | 0.33% | −83−6.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,129 | $290.8K | 0.00% | −29−2.5% | Reduced |
| ING Groep NV | 1,126 | $290.0K | 0.00% | +1,126 | New |
| Insigneo Advisory Services, LLC | 1,124 | $290.0K | 0.11% | +1,124 | New |
| Tealwood Asset Management Inc | 1,120 | $288.0K | 0.15% | 00.0% | Unchanged |
| United Bank | 1,115 | $287.2K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,112 | $286.4K | 0.03% | +481+76.2% | Added |
| Castle Rock Wealth Management, LLC | 1,015 | $286.1K | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,112 | $286.0K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,110 | $285.9K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,101 | $284.0K | 0.02% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,100 | $283.3K | 0.21% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,095 | $282.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,095 | $281.0K | 0.02% | −12−1.1% | Reduced |
| Rebalance, LLC | 1,083 | $278.9K | 0.03% | +1,083 | New |
| Seven Eight Capital, LP | 1,082 | $278.7K | 0.07% | −648−37.5% | Reduced |
| FineMark National Bank & Trust | 1,080 | $278.2K | 0.01% | +100+10.2% | Added |
| Parsons Capital Management Inc | 1,076 | $277.1K | 0.02% | +50+4.9% | Added |
| Keel Point, LLC | 1,075 | $277.0K | 0.04% | +11+1.0% | Added |
| XML Financial, LLC | 1,074 | $276.6K | 0.03% | +1,074 | New |
| Capital Investment Advisory Services, LLC | 1,068 | $275.0K | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,066 | $274.6K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 973 | $274.3K | 0.01% | −440−31.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,064 | $274.1K | 0.02% | +5+0.5% | Added |
| Column Capital Advisors, LLC | 1,060 | $273.0K | 0.05% | +3+0.3% | Added |
| Pitcairn Co | 1,059 | $272.8K | 0.03% | +13+1.2% | Added |
| Mirova | 1,057 | $272.3K | 0.04% | −4,670−81.5% | Reduced |
| Centric Wealth Management | 1,045 | $269.2K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,041 | $268.1K | 0.05% | +8+0.8% | Added |
| Kestra Private Wealth Services, LLC | 1,035 | $266.7K | 0.01% | −486−32.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,035 | $266.6K | 0.04% | +1,035 | New |
| Centiva Capital, LP | 1,035 | $266.6K | 0.02% | +1,035 | New |
| S.E.E.D. Planning Group LLC | 1,034 | $266.3K | 0.12% | +1,034 | New |
| Live Oak Private Wealth LLC | 1,033 | $266.1K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,031 | $265.5K | 0.06% | +1+0.1% | Added |
| Summit Asset Management, LLC | 1,027 | $264.5K | 0.08% | +50+5.1% | Added |
| Paloma Partners Management Co | 1,026 | $264.3K | 0.06% | +1,026 | New |
| Conning Inc. | 1,026 | $264.3K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,021 | $262.9K | 0.14% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 966 | $262.4K | 0.10% | +966 | New |
| Lido Advisors, LLC | 1,017 | $262.1K | 0.00% | +1,017 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,015 | $261.4K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,012 | $260.7K | 0.04% | −68−6.3% | Reduced |
| Certified Advisory Corp | 1,008 | $259.6K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,008 | $259.6K | 0.05% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,004 | $258.6K | 0.23% | −14−1.4% | Reduced |
| Estabrook Capital Management | 1,000 | $257.6K | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,000 | $257.6K | 0.13% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $257.6K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $257.6K | 0.06% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $257.6K | 0.10% | +1,000 | New |
| FMB Wealth Management | 1,000 | $257.6K | 0.33% | +1,000 | New |
| S&CO Inc | 1,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 997 | $256.8K | 0.22% | −289−22.5% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $254.3K | 0.15% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 987 | $254.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 987 | $254.2K | 0.16% | −271−21.5% | Reduced |
| Gradient Investments LLC | 984 | $253.4K | 0.01% | −28−2.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $253.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 982 | $253.0K | 0.03% | +108+12.4% | Added |
| Kowal Investment Group, LLC | 981 | $252.7K | 0.08% | +3+0.3% | Added |
| KLCM Advisors, Inc. | 981 | $252.7K | 0.05% | +981 | New |
| Harbour Investments, Inc. | 977 | $251.6K | 0.02% | +115+13.3% | Added |
| SFMG, LLC | 970 | $249.8K | 0.03% | −5−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 963 | $248.1K | 0.02% | +963 | New |
| Money Concepts Capital Corp | 958 | $246.8K | 0.01% | +788+463.5% | Added |
| Headinvest, LLC | 955 | $246.0K | 0.06% | +955 | New |