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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.

Institutional holdersQ4 2022: 1,059 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2022: $23.5B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2022.

Institutions holding ROK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Hilltop Holdings Inc.951$244.9K0.03%+951New
Marshall & Sullivan Inc950$244.7K0.15%00.0%Unchanged
Pegasus Partners Ltd.950$244.7K0.04%00.0%Unchanged
Bowman & Co S.C.946$243.7K0.19%00.0%Unchanged
Safeguard Investment Advisory Group, LLC943$242.9K0.15%+4+0.4%Added
ERn Financial, LLC941$242.2K0.06%+941New
Smart Money Group LLC938$242.0K0.13%+4+0.4%Added
Confluence Wealth Services, Inc.939$241.9K0.06%00.0%Unchanged
Lakeview Capital Partners, LLC855$238.1K0.08%+855New
Perigon Wealth Management, LLC923$237.8K0.01%+923New
Bishop & Co Investment Management, LLC918$236.0K0.11%+918New
Personal Capital Advisors Corp914$235.4K0.00%−398−30.3%Reduced
Integrated Investment Consultants, LLC914$235.4K0.08%+914New
Trust Co of Vermont913$235.2K0.02%00.0%Unchanged
AdvisorNet Financial, Inc908$233.7K0.02%+206+29.3%Added
Brookstone Capital Management874$233.7K0.00%+874New
Private Management Group Inc907$233.6K0.01%+907New
Truadvice, LLC827$233.4K0.12%00.0%Unchanged
Quadrant Capital Group LLC901$232.1K0.03%+103+12.9%Added
Hudock, Inc.900$231.9K0.08%+16+1.8%Added
Los Angeles Capital Management LLC900$231.8K0.00%+900New
Level Four Advisory Services, LLC900$231.8K0.02%+900New
Professional Advisory Services Inc895$231.0K0.04%+895New
Clearstead Advisors, LLC892$229.8K0.02%+691+343.8%Added
Nwam LLC891$229.5K0.02%+891New
Orion Portfolio Solutions, LLC888$228.7K0.01%+888New
FourThought Financial Partners, LLC881$226.9K0.03%+881New
Great Lakes Advisors, LLC870$224.1K0.01%+870New
Cornerstone Wealth Group, LLC866$223.1K0.04%+866New
First Business Financial Services, Inc.867$223.0K0.03%+867New
Two Sigma Securities, LLC856$220.5K0.03%+856New
Philadelphia Trust Co850$219.0K0.02%+850New
Howland Capital Management LLC850$218.9K0.01%+850New
CWS Financial Advisors, LLC820$218.0K0.09%+820New
Tradition Wealth Management, LLC843$217.0K0.03%+4+0.5%Added
Reuter James Wealth Management, LLC837$215.6K0.16%+837New
Ironwood Investment Counsel, LLC834$214.9K0.05%+834New
Foster Group, Inc.830$213.8K0.02%+830New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC828$213.3K0.02%+191+30.0%Added
LMR Partners LLP822$211.7K0.00%+822New
Central Trust Co816$210.2K0.01%+14+1.7%Added
Point72 Middle East FZE815$209.9K0.02%+815New
RSM US Wealth Management LLC795$207.9K0.01%+795New
Quadrant Private Wealth Management, LLC807$207.9K0.07%+807New
Merriman Wealth Management, LLC802$206.6K0.01%+802New
Citizens & Northern Corp800$206.1K0.09%+800New
Marshall Wace, LLP800$206.1K0.00%+800New
Advance Capital Management, Inc.800$206.1K0.03%+800New
Jacobi Capital Management LLC800$206.1K0.03%+800New
Farmers & Merchants Trust Co of Long Beach800$206.1K0.06%+800New
Wells Trecaso Financial Group, LLC800$206.1K0.10%+800New
O'Keefe Stevens Advisory, Inc.800$206.1K0.12%+800New
Schechter Investment Advisors, LLC800$206.1K0.02%+800New
Campbell & CO Investment Adviser LLC799$205.8K0.05%−2,460−75.5%Reduced
Nicolet Bankshares Inc792$204.0K0.07%+792New
Hoylecohen, LLC790$203.5K0.02%+790New
Bell Bank787$202.7K0.02%+787New
NBT Bank N A780$200.9K0.03%+780New
Argonautica Private Wealth Management, Inc777$200.1K0.10%+777New
Hanson & Doremus Investment Management749$193.0K0.04%−47−5.9%Reduced
Sentry Investment Management LLC749$193.0K0.09%−34−4.3%Reduced
Natixis Investment Managers International748$192.7K0.01%00.0%Unchanged
TFC Financial Management746$192.1K0.06%00.0%Unchanged
EverSource Wealth Advisors, LLC721$185.7K0.03%−449−38.4%Reduced
Hills Bank & Trust Co717$185.0K0.03%00.0%Unchanged
Key Financial Inc851$183.1K0.09%00.0%Unchanged
Pittenger & Anderson Inc696$179.3K0.01%00.0%Unchanged
Tobam676$174.0K0.01%+132+24.3%Added
Resurgent Financial Advisors LLC628$161.8K0.09%+628New
Federated Hermes, Inc.615$158.4K0.00%−222−26.5%Reduced
Penserra Capital Management LLC607$155.0K0.00%+51+9.2%Added
Cary Street Partners Asset Management LLC600$154.5K0.03%00.0%Unchanged
Romano Brothers and Company575$148.1K0.02%+575New
McClarren Financial Advisors, Inc.544$140.0K0.13%+2+0.4%Added
Washington Trust Advisors, Inc.536$138.1K0.02%00.0%Unchanged
City State Bank530$137.0K0.08%+20+3.9%Added
Coombe, Bender & Co LLC533$137.0K0.12%+533New
Tompkins Financial Corp516$133.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co516$132.9K0.00%−171−24.9%Reduced
Accel Wealth Management509$131.0K0.06%+1+0.2%Added
Hoertkorn Richard Charles500$128.8K0.07%00.0%Unchanged
CoreCap Advisors, LLC498$128.3K0.01%+498New
Godsey & Gibb Associates487$125.4K0.02%00.0%Unchanged
AlphaMark Advisors, LLC483$124.0K0.06%00.0%Unchanged
Lindbrook Capital, LLC479$123.4K0.02%+52+12.2%Added
Global Retirement Partners, LLC467$120.3K0.01%−55−10.5%Reduced
Freedom Wealth Alliance, LLC462$119.0K0.17%+462New
Whittier Trust Co of Nevada Inc428$110.2K0.00%−52−10.8%Reduced
Grove Bank & Trust426$110.0K0.02%+426New
State of Wyoming420$108.2K0.04%+24+6.1%Added
Private Ocean, LLC419$107.9K0.01%00.0%Unchanged
Beacon Capital Management, LLC417$107.4K0.04%+188+82.1%Added
Compagnie Lombard Odier SCmA412$106.0K0.00%+412New
Assetmark, Inc401$103.3K0.00%−521−56.5%Reduced
Alta Advisers Ltd400$103.0K0.06%00.0%Unchanged
DuPont Capital Management Corp390$100.5K0.00%+390New
First Command Bank361$93.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.361$93.0K0.01%00.0%Unchanged
American National Bank358$92.0K0.02%00.0%Unchanged
True Wealth Design, LLC354$91.2K0.04%+354New