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, Q1 2023
Institutional positions in Rockwell Automation, Inc as of Mar 31, 2023. 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
- 1,113
- +70 vs. Q4 2022
- Shares held
- 92.5M
- +1.53M (+1.7%) vs. Q4 2022
- Total value
- $27.0B
- +$3.55B (+15.1%) vs. Q4 2022
- New holders
- 132
- 366 more added
- Sold out
- 62
- 385 more reduced
16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,620,464 | $4.00B | 0.10% | +24,575+0.2% | Added |
| BlackRock Inc. | 8,882,453 | $2.61B | 0.08% | −74,202−0.8% | Reduced |
| Capital World Investors | 5,100,281 | $1.50B | 0.31% | +6,349+0.1% | Added |
| State Street Corp | 4,428,066 | $1.30B | 0.07% | −55,547−1.2% | Reduced |
| Morgan Stanley | 2,996,298 | $879.3M | 0.09% | +255,279+9.3% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 2,908,275 | $852.6M | 5.37% | −105,090−3.5% | Reduced |
| JPMorgan Chase & Co | 2,638,992 | $774.4M | 0.10% | +320,524+13.8% | Added |
| Geode Capital Management, LLC | 2,375,698 | $695.6M | 0.09% | +51,561+2.2% | Added |
| Bank of America Corp | 1,978,341 | $580.5M | 0.07% | +28,158+1.4% | Added |
| Amundi | 1,937,944 | $530.7M | 0.29% | −219,185−10.2% | Reduced |
| Massachusetts Financial Services Co | 1,626,739 | $477.4M | 0.16% | +823,275+102.5% | Added |
| UBS Group AG | 1,580,928 | $463.9M | 0.21% | −84,148−5.1% | Reduced |
| Northern Trust Corp | 1,274,426 | $374.0M | 0.07% | +14,362+1.1% | Added |
| Price T Rowe Associates Inc | 1,207,723 | $354.4M | 0.05% | −168,876−12.3% | Reduced |
| Invesco Ltd. | 1,188,496 | $348.8M | 0.10% | +333,244+39.0% | Added |
| Goldman Sachs Group Inc | 1,179,240 | $346.0M | 0.09% | +39,040+3.4% | Added |
| Harding Loevner LP | 1,137,967 | $333.9M | 1.90% | +202,010+21.6% | Added |
| Lazard Asset Management LLC | 1,135,499 | $333.2M | 0.44% | −18,620−1.6% | Reduced |
| Ninety One UK Ltd | 1,036,541 | $304.2M | 0.95% | −66,615−6.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,090 | $292.6M | 0.22% | −15,361−1.5% | Reduced |
| Bank of New York Mellon Corp | 968,933 | $284.3M | 0.06% | −17,184−1.7% | Reduced |
| FMR LLC | 877,384 | $257.5M | 0.02% | +60,597+7.4% | Added |
| Franklin Resources Inc | 859,976 | $252.4M | 0.13% | −38,834−4.3% | Reduced |
| Legal & General Group Plc | 796,590 | $233.8M | 0.08% | +18,399+2.4% | Added |
| Janus Henderson Group PLC | 719,355 | $211.1M | 0.14% | +1,314+0.2% | Added |
| UBS Asset Management Americas Inc | 689,991 | $202.5M | 0.10% | +36,841+5.6% | Added |
| Champlain Investment Partners, LLC | 686,147 | $201.3M | 1.27% | −345,965−33.5% | Reduced |
| Dimensional Fund Advisors LP | 611,741 | $179.5M | 0.06% | +15,563+2.6% | Added |
| Charles Schwab Investment Management Inc | 606,652 | $178.0M | 0.05% | +3,672+0.6% | Added |
| King Luther Capital Management Corp | 574,364 | $168.5M | 0.89% | −4,733−0.8% | Reduced |
| Alliancebernstein L.P. | 536,661 | $157.5M | 0.07% | −5,492−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 505,987 | $148.5M | 0.35% | +110,124+27.8% | Added |
| Impax Asset Management Group plc | 500,067 | $146.7M | 0.61% | −25,617−4.9% | Reduced |
| Fisher Asset Management, LLC | 459,069 | $134.7M | 0.08% | +237,291+107.0% | Added |
| Swiss National Bank | 455,800 | $133.8M | 0.09% | −13,400−2.9% | Reduced |
| Nuveen Asset Management, LLC | 446,834 | $131.1M | 0.05% | −280.0% | Reduced |
| Swedbank AB | 424,512 | $124.6M | 0.25% | −92,362−17.9% | Reduced |
| APG Asset Management N.V. | 451,024 | $121.8M | 0.26% | −2,400−0.5% | Reduced |
| Van Eck Associates Corp | 414,507 | $121.6M | 0.28% | +25,387+6.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 367,485 | $107.8M | 0.18% | +17,370+5.0% | Added |
| Blair William & Co | 364,509 | $107.0M | 0.43% | +31,840+9.6% | Added |
| Wells Fargo & Company | 354,306 | $104.0M | 0.03% | +1,067+0.3% | Added |
| Mairs & Power Inc | 345,789 | $101.5M | 1.17% | +1390.0% | Added |
| Handelsbanken Fonder AB | 331,670 | $97.3M | 0.56% | +110,666+50.1% | Added |
| Westfield Capital Management Co LP | 322,262 | $94.6M | 0.67% | −3,029−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 311,470 | $91.4M | 0.58% | −724−0.2% | Reduced |
| Artisan Partners Limited Partnership | 305,424 | $89.6M | 0.15% | +305,424 | New |
| Saturna Capital CORP | 300,300 | $88.1M | 1.71% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 289,567 | $85.0M | 0.31% | +289,567 | New |
| Royal Bank of Canada | 288,516 | $84.7M | 0.03% | −16,532−5.4% | Reduced |
| Primecap Management Co | 271,040 | $79.5M | 0.07% | −2,660−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 277,127 | $79.0M | 0.20% | −66,738−19.4% | Reduced |
| Ameriprise Financial Inc | 289,744 | $78.6M | 0.03% | +8,840+3.1% | Added |
| Deutsche Bank AG | 265,641 | $78.0M | 0.04% | −40,335−13.2% | Reduced |
| Credit Suisse AG | 258,994 | $76.0M | 0.08% | −4,190−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 254,909 | $74.8M | 0.39% | −2,511−1.0% | Reduced |
| Fort Pitt Capital Group, LLC | 241,958 | $71.0M | 2.73% | −15,807−6.1% | Reduced |
| Rhumbline Advisers | 233,200 | $68.4M | 0.08% | +10,199+4.6% | Added |
| California Public Employees Retirement System | 228,436 | $67.0M | 0.06% | −29,433−11.4% | Reduced |
| Bank of Montreal | 227,311 | $66.7M | 0.04% | −4,939−2.1% | Reduced |
| Eagle Asset Management Inc | 213,710 | $62.7M | 0.37% | +213,710 | New |
| Reynders McVeigh Capital Management, LLC | 200,004 | $58.7M | 4.04% | −6,542−3.2% | Reduced |
| Citadel Advisors LLC | 199,659 | $58.6M | 0.06% | +85,399+74.7% | Added |
| National Pension Service | 200,686 | $57.7M | 0.11% | +49,480+32.7% | Added |
| California State Teachers Retirement System | 190,518 | $55.9M | 0.08% | −2,619−1.4% | Reduced |
| Citigroup Inc | 182,535 | $53.6M | 0.07% | +12,178+7.1% | Added |
| Principal Financial Group Inc | 178,890 | $52.5M | 0.04% | +38,464+27.4% | Added |
| Stifel Financial Corp | 176,235 | $51.7M | 0.07% | +23,774+15.6% | Added |
| Norges Bank | 175,014 | $51.4M | 0.01% | −660,195−79.0% | Reduced |
| Birch Hill Investment Advisors LLC | 171,037 | $50.2M | 3.12% | −3,999−2.3% | Reduced |
| Waters Parkerson & Co., LLC | 170,928 | $50.2M | 2.96% | −250.0% | Reduced |
| Candriam Luxembourg S.C.A. | 183,230 | $49.5M | 0.34% | −94,187−34.0% | Reduced |
| Huntington National Bank | 161,672 | $47.4M | 0.47% | +69,862+76.1% | Added |
| Stephens Investment Management Group LLC | 161,097 | $47.3M | 0.79% | +15,749+10.8% | Added |
| HSBC Holdings PLC | 156,808 | $46.0M | 0.06% | −43,943−21.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $45.5M | 0.58% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153,052 | $44.9M | 0.11% | −5,604−3.5% | Reduced |
| Wafra Inc. | 152,125 | $44.6M | 1.59% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 142,968 | $42.0M | 0.11% | +133,718+1,445.6% | Added |
| Robeco Institutional Asset Management B.V. | 138,612 | $40.7M | 0.11% | +89,900+184.6% | Added |
| Barclays PLC | 136,147 | $40.0M | 0.04% | −3,072−2.2% | Reduced |
| Gabelli Funds LLC | 135,213 | $39.7M | 0.30% | −1,047−0.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 129,605 | $38.0M | 0.13% | −5,247−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 127,420 | $37.4M | 0.09% | −3,250−2.5% | Reduced |
| New York State Common Retirement Fund | 124,695 | $36.6M | 0.05% | −4,809−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 123,906 | $36.4M | 0.39% | −300−0.2% | Reduced |
| DnB Asset Management AS | 122,226 | $35.9M | 0.23% | +2,353+2.0% | Added |
| London & Capital Asset Management Ltd | 121,512 | $35.7M | 3.36% | −28,922−19.2% | Reduced |
| New York State Teachers Retirement System | 120,391 | $35.3M | 0.08% | −1,458−1.2% | Reduced |
| Cambiar Investors LLC | 119,360 | $35.0M | 1.51% | −17,850−13.0% | Reduced |
| Montrusco Bolton Investments Inc. | 118,904 | $34.9M | 0.72% | −55,161−31.7% | Reduced |
| Commonwealth Equity Services, LLC | 108,445 | $31.8M | 0.07% | −1,077−1.0% | Reduced |
| Man Group plc | – | $30.9M | 0.11% | – | – |
| ExodusPoint Capital Management, LP | 103,374 | $30.3M | 0.35% | +24,019+30.3% | Added |
| Hemenway Trust Co LLC | 101,854 | $29.9M | 3.17% | −310.0% | Reduced |
| The PNC Financial Services Group, Inc. | 100,627 | $29.5M | 0.03% | +1,957+2.0% | Added |
| Ceredex Value Advisors LLC | 100,000 | $29.3M | 0.46% | −37,875−27.5% | Reduced |
| Neuberger Berman Group LLC | 99,711 | $29.3M | 0.03% | −15,722−13.6% | Reduced |
| Brookfield Asset Management Inc. | 95,762 | $28.1M | 0.11% | +95,762 | New |
| US Bancorp | 93,835 | $27.5M | 0.05% | +575+0.6% | Added |