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 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 27,031 | $7.94M | 0.08% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 27,585 | $8.09M | 0.07% | −160−0.6% | Reduced |
| Moreno Evelyn V | 27,592 | $8.10M | 1.84% | −461−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 28,188 | $8.27M | 0.41% | −435−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,695 | $8.42M | 0.11% | −800−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,161 | $8.56M | 0.02% | −6,118−17.3% | Reduced |
| Core Wealth Partners LLC | 29,238 | $8.58M | 8.62% | +29,238 | New |
| Norinchukin Bank, The | 29,350 | $8.61M | 0.17% | +212+0.7% | Added |
| Puzo Michael J | 29,397 | $8.63M | 2.88% | +1,868+6.8% | Added |
| NorthCrest Asset Manangement, LLC | 29,497 | $8.66M | 0.36% | +40+0.1% | Added |
| HighTower Advisors, LLC | 29,735 | $8.73M | 0.02% | −825−2.7% | Reduced |
| Amalgamated Bank | 30,762 | $9.03M | 0.08% | −24−0.1% | Reduced |
| Captrust Financial Advisors | 30,802 | $9.04M | 0.04% | +930+3.1% | Added |
| Kidder Stephen W | 30,828 | $9.05M | 3.15% | +80+0.3% | Added |
| Oppenheimer & Co Inc | 31,287 | $9.18M | 0.19% | −3,451−9.9% | Reduced |
| Arizona State Retirement System | 31,358 | $9.20M | 0.08% | −95−0.3% | Reduced |
| State of Michigan Retirement System | 31,513 | $9.25M | 0.06% | +300+1.0% | Added |
| South State Corp. | 31,560 | $9.26M | 0.85% | +3,338+11.8% | Added |
| Rockefeller Capital Management L.P. | 31,593 | $9.27M | 0.04% | +443+1.4% | Added |
| Janney Montgomery Scott LLC | 31,661 | $9.29M | 0.04% | −169−0.5% | Reduced |
| USS Investment Management Ltd | 32,030 | $9.39M | 0.13% | +453+1.4% | Added |
| Walleye Capital LLC | 32,484 | $9.53M | 0.19% | −42,537−56.7% | Reduced |
| MetLife Investment Management | 32,718 | $9.60M | 0.07% | −360−1.1% | Reduced |
| Brown Advisory Inc | 32,752 | $9.61M | 0.02% | +1,690+5.4% | Added |
| Zacks Investment Management | 32,777 | $9.62M | 0.13% | +1,910+6.2% | Added |
| Russell Investments Group, Ltd. | 33,331 | $9.71M | 0.02% | −3,112−8.5% | Reduced |
| Rockland Trust Co | 33,094 | $9.71M | 0.61% | +1,420+4.5% | Added |
| M. Kraus & Co | 33,210 | $9.75M | 3.44% | −58−0.2% | Reduced |
| Envestnet Asset Management Inc | 33,270 | $9.76M | 0.00% | −695−2.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,353 | $9.79M | 0.29% | +67+0.2% | Added |
| Banque Pictet & Cie SA | 33,393 | $9.80M | 0.10% | −3,207−8.8% | Reduced |
| Peapack Gladstone Financial Corp | 34,114 | $9.93M | 0.19% | −405−1.2% | Reduced |
| Retirement Systems of Alabama | 33,927 | $9.96M | 0.04% | −2,865−7.8% | Reduced |
| American International Group, Inc. | 33,940 | $9.96M | 0.07% | +53+0.2% | Added |
| Taurus Asset Management, LLC | 35,340 | $10.4M | 1.27% | −493−1.4% | Reduced |
| Synovus Financial Corp | 35,376 | $10.4M | 0.12% | −1,437−3.9% | Reduced |
| Squarepoint Ops LLC | 36,080 | $10.6M | 0.07% | +14,675+68.6% | Added |
| Bartlett & Co. Wealth Management LLC | 36,882 | $10.8M | 0.21% | −197−0.5% | Reduced |
| Bartlett & Co. LLC | 36,882 | $10.8M | 0.21% | −197−0.5% | Reduced |
| Flputnam Investment Management Co | 37,932 | $11.1M | 0.36% | −1,475−3.7% | Reduced |
| Jane Street Group, LLC | 37,963 | $11.1M | 0.02% | −18,390−32.6% | Reduced |
| Isthmus Partners, LLC | 38,027 | $11.2M | 1.57% | −193−0.5% | Reduced |
| TD Asset Management Inc | 38,140 | $11.2M | 0.01% | +438+1.2% | Added |
| Broderick Brian C | 39,332 | $11.5M | 3.24% | +38+0.1% | Added |
| Schroder Investment Management Group | 39,345 | $11.5M | 0.02% | +1,083+2.8% | Added |
| GHP Investment Advisors, Inc. | 39,408 | $11.6M | 0.73% | +533+1.4% | Added |
| Sandler Capital Management | 40,033 | $11.7M | 1.93% | −15,416−27.8% | Reduced |
| Nomura Asset Management Co Ltd | 40,404 | $11.9M | 0.06% | +803+2.0% | Added |
| Royal London Asset Management Ltd | 40,444 | $11.9M | 0.05% | +459+1.1% | Added |
| Congress Asset Management Co | 42,287 | $12.4M | 0.12% | −328−0.8% | Reduced |
| Formuepleje A/S | 43,334 | $12.7M | 0.93% | −86−0.2% | Reduced |
| Teacher Retirement System of Texas | 44,102 | $12.9M | 0.09% | +15,634+54.9% | Added |
| Advisor Group Holdings, Inc. | 44,638 | $13.0M | 0.02% | −1,137−2.5% | Reduced |
| Keybank National Association | 44,887 | $13.2M | 0.06% | −1,827−3.9% | Reduced |
| Thematics Asset Management | 45,154 | $13.3M | 0.72% | 00.0% | Unchanged |
| Credit Agricole S A | 45,222 | $13.3M | 0.57% | 00.0% | Unchanged |
| Nordea Investment Management AB | 45,772 | $13.3M | 0.02% | +30,348+196.8% | Added |
| Cabot Wealth Management Inc | 45,364 | $13.3M | 2.10% | −93−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,514 | $13.4M | 0.04% | +697+1.6% | Added |
| Boston Private Wealth LLC | 45,750 | $13.4M | 0.19% | −5,167−10.1% | Reduced |
| Franklin Street Advisors Inc | 46,032 | $13.5M | 1.23% | +38,202+487.9% | Added |
| Commerce Bank | 47,560 | $14.0M | 0.11% | +13,472+39.5% | Added |
| LMCG Investments, LLC | 48,255 | $14.2M | 0.94% | −367−0.8% | Reduced |
| Toronto Dominion Bank | 51,311 | $15.0M | 0.02% | −5,014−8.9% | Reduced |
| Baker Chad R | 51,610 | $15.1M | 3.85% | +940+1.9% | Added |
| Treasurer of the State of North Carolina | 51,839 | $15.2M | 0.09% | +320+0.6% | Added |
| Asset Management One Co.,Ltd. | 53,239 | $15.6M | 0.07% | +2,733+5.4% | Added |
| Baird Financial Group, Inc. | 54,006 | $15.8M | 0.04% | +4,739+9.6% | Added |
| North Star Asset Management Inc | 56,240 | $16.5M | 0.97% | +897+1.6% | Added |
| Pictet Asset Management SA | 56,621 | $16.6M | 0.02% | −1,440−2.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 57,302 | $16.8M | 0.17% | +1,800+3.2% | Added |
| Public Employees Retirement System of Ohio | 57,776 | $17.0M | 0.07% | −1,637−2.8% | Reduced |
| Allianz Asset Management GmbH | 58,946 | $17.3M | 0.04% | +345+0.6% | Added |
| Northwest & Ethical Investments L.P. | 60,498 | $17.8M | 0.59% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 60,751 | $17.8M | 0.74% | −27,417−31.1% | Reduced |
| State of Wisconsin Investment Board | 62,378 | $18.3M | 0.05% | −553−0.9% | Reduced |
| Somerville Kurt F | 62,568 | $18.4M | 3.35% | +320+0.5% | Added |
| Victory Capital Management Inc | 63,184 | $18.5M | 0.02% | −17,546−21.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 64,129 | $18.8M | 0.29% | +180+0.3% | Added |
| Mariner, LLC | 66,541 | $19.5M | 0.06% | −5,320−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 66,857 | $19.6M | 0.07% | −1,004−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 67,239 | $19.7M | 0.08% | +649+1.0% | Added |
| BNP Paribas Arbitrage, SA | 67,934 | $19.9M | 0.04% | −10,084−12.9% | Reduced |
| Trillium Asset Management, LLC | 70,161 | $20.0M | 0.59% | −1,301−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 68,462 | $20.1M | 0.05% | +265+0.4% | Added |
| Korea Investment CORP | 69,301 | $20.3M | 0.06% | −1,196−1.7% | Reduced |
| Storebrand Asset Management AS | 70,220 | $20.6M | 0.10% | +5,589+8.6% | Added |
| Standard Life Aberdeen plc | 70,941 | $20.8M | 0.05% | +5,977+9.2% | Added |
| Exchange Traded Concepts, LLC | 72,769 | $21.4M | 0.59% | −2,147−2.9% | Reduced |
| Pinebridge Investments, L.P. | 74,665 | $21.9M | 0.25% | +12,181+19.5% | Added |
| Truist Financial Corp | 76,875 | $22.6M | 0.04% | +1,118+1.5% | Added |
| Confluence Investment Management LLC | 76,891 | $22.6M | 0.33% | +991+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 77,355 | $22.7M | 0.90% | +4,153+5.7% | Added |
| Raymond James & Associates | 78,200 | $22.9M | 0.02% | +1,070+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,879 | $23.4M | 0.11% | +3,493+4.6% | Added |
| Prudential Financial Inc | 100,653 | $23.5M | 0.04% | +2,041+2.1% | Added |
| Davis R M Inc | 80,102 | $23.5M | 0.60% | −3,100−3.7% | Reduced |
| SEI Investments Co | 80,632 | $23.7M | 0.04% | +35,652+79.3% | Added |
| Manufacturers Life Insurance Company, The | 80,761 | $23.7M | 0.01% | −2,869−3.4% | Reduced |
| LPL Financial LLC | 81,832 | $24.0M | 0.02% | +1,368+1.7% | Added |