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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 82,254 | $24.1M | 0.06% | +81,639+13,274.6% | Added |
| Tocqueville Asset Management L.P. | 83,174 | $24.4M | 0.46% | −695−0.8% | Reduced |
| Voya Investment Management LLC | 83,799 | $24.6M | 0.03% | +7,660+10.1% | Added |
| Boston Family Office LLC | 86,195 | $25.3M | 2.03% | −275−0.3% | Reduced |
| Agf Management Ltd | 87,471 | $25.7M | 0.18% | −49,103−36.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 89,748 | $26.3M | 0.14% | +64,089+249.8% | Added |
| Susquehanna International Group, LLP | 89,814 | $26.4M | 0.04% | +17,405+24.0% | Added |
| Covea Finance | 90,198 | $26.5M | 1.51% | +32,375+56.0% | Added |
| Artemis Investment Management LLP | 92,321 | $27.0M | 0.33% | +92,321 | New |
| Great West Life Assurance Co | 92,881 | $27.3M | 0.07% | −801−0.9% | Reduced |
| KBC Group NV | 93,564 | $27.5M | 0.12% | +10,227+12.3% | Added |
| US Bancorp | 93,835 | $27.5M | 0.05% | +575+0.6% | Added |
| Brookfield Asset Management Inc. | 95,762 | $28.1M | 0.11% | +95,762 | New |
| Neuberger Berman Group LLC | 99,711 | $29.3M | 0.03% | −15,722−13.6% | Reduced |
| Ceredex Value Advisors LLC | 100,000 | $29.3M | 0.46% | −37,875−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 100,627 | $29.5M | 0.03% | +1,957+2.0% | Added |
| Hemenway Trust Co LLC | 101,854 | $29.9M | 3.17% | −310.0% | Reduced |
| ExodusPoint Capital Management, LP | 103,374 | $30.3M | 0.35% | +24,019+30.3% | Added |
| Man Group plc | – | $30.9M | 0.11% | – | – |
| Commonwealth Equity Services, LLC | 108,445 | $31.8M | 0.07% | −1,077−1.0% | Reduced |
| Montrusco Bolton Investments Inc. | 118,904 | $34.9M | 0.72% | −55,161−31.7% | Reduced |
| Cambiar Investors LLC | 119,360 | $35.0M | 1.51% | −17,850−13.0% | Reduced |
| New York State Teachers Retirement System | 120,391 | $35.3M | 0.08% | −1,458−1.2% | Reduced |
| London & Capital Asset Management Ltd | 121,512 | $35.7M | 3.36% | −28,922−19.2% | Reduced |
| DnB Asset Management AS | 122,226 | $35.9M | 0.23% | +2,353+2.0% | Added |
| Gamco Investors, Inc. Et Al | 123,906 | $36.4M | 0.39% | −300−0.2% | Reduced |
| New York State Common Retirement Fund | 124,695 | $36.6M | 0.05% | −4,809−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 127,420 | $37.4M | 0.09% | −3,250−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 129,605 | $38.0M | 0.13% | −5,247−3.9% | Reduced |
| Gabelli Funds LLC | 135,213 | $39.7M | 0.30% | −1,047−0.8% | Reduced |
| Barclays PLC | 136,147 | $40.0M | 0.04% | −3,072−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 138,612 | $40.7M | 0.11% | +89,900+184.6% | Added |
| CI Private Wealth, LLC | 142,968 | $42.0M | 0.11% | +133,718+1,445.6% | Added |
| Wafra Inc. | 152,125 | $44.6M | 1.59% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153,052 | $44.9M | 0.11% | −5,604−3.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $45.5M | 0.58% | 00.0% | Unchanged |
| HSBC Holdings PLC | 156,808 | $46.0M | 0.06% | −43,943−21.9% | Reduced |
| Stephens Investment Management Group LLC | 161,097 | $47.3M | 0.79% | +15,749+10.8% | Added |
| Huntington National Bank | 161,672 | $47.4M | 0.47% | +69,862+76.1% | Added |
| Candriam Luxembourg S.C.A. | 183,230 | $49.5M | 0.34% | −94,187−34.0% | Reduced |
| Waters Parkerson & Co., LLC | 170,928 | $50.2M | 2.96% | −250.0% | Reduced |
| Birch Hill Investment Advisors LLC | 171,037 | $50.2M | 3.12% | −3,999−2.3% | Reduced |
| Norges Bank | 175,014 | $51.4M | 0.01% | −660,195−79.0% | Reduced |
| Stifel Financial Corp | 176,235 | $51.7M | 0.07% | +23,774+15.6% | Added |
| Principal Financial Group Inc | 178,890 | $52.5M | 0.04% | +38,464+27.4% | Added |
| Citigroup Inc | 182,535 | $53.6M | 0.07% | +12,178+7.1% | Added |
| California State Teachers Retirement System | 190,518 | $55.9M | 0.08% | −2,619−1.4% | Reduced |
| National Pension Service | 200,686 | $57.7M | 0.11% | +49,480+32.7% | Added |
| Citadel Advisors LLC | 199,659 | $58.6M | 0.06% | +85,399+74.7% | Added |
| Reynders McVeigh Capital Management, LLC | 200,004 | $58.7M | 4.04% | −6,542−3.2% | Reduced |
| Eagle Asset Management Inc | 213,710 | $62.7M | 0.37% | +213,710 | New |
| Bank of Montreal | 227,311 | $66.7M | 0.04% | −4,939−2.1% | Reduced |
| California Public Employees Retirement System | 228,436 | $67.0M | 0.06% | −29,433−11.4% | Reduced |
| Rhumbline Advisers | 233,200 | $68.4M | 0.08% | +10,199+4.6% | Added |
| Fort Pitt Capital Group, LLC | 241,958 | $71.0M | 2.73% | −15,807−6.1% | Reduced |
| Public Employees Retirement Association of Colorado | 254,909 | $74.8M | 0.39% | −2,511−1.0% | Reduced |
| Credit Suisse AG | 258,994 | $76.0M | 0.08% | −4,190−1.6% | Reduced |
| Deutsche Bank AG | 265,641 | $78.0M | 0.04% | −40,335−13.2% | Reduced |
| Ameriprise Financial Inc | 289,744 | $78.6M | 0.03% | +8,840+3.1% | Added |
| DekaBank Deutsche Girozentrale | 277,127 | $79.0M | 0.20% | −66,738−19.4% | Reduced |
| Primecap Management Co | 271,040 | $79.5M | 0.07% | −2,660−1.0% | Reduced |
| Royal Bank of Canada | 288,516 | $84.7M | 0.03% | −16,532−5.4% | Reduced |
| Lord, Abbett & Co. LLC | 289,567 | $85.0M | 0.31% | +289,567 | New |
| Saturna Capital CORP | 300,300 | $88.1M | 1.71% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 305,424 | $89.6M | 0.15% | +305,424 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 311,470 | $91.4M | 0.58% | −724−0.2% | Reduced |
| Westfield Capital Management Co LP | 322,262 | $94.6M | 0.67% | −3,029−0.9% | Reduced |
| Handelsbanken Fonder AB | 331,670 | $97.3M | 0.56% | +110,666+50.1% | Added |
| Mairs & Power Inc | 345,789 | $101.5M | 1.17% | +1390.0% | Added |
| Wells Fargo & Company | 354,306 | $104.0M | 0.03% | +1,067+0.3% | Added |
| Blair William & Co | 364,509 | $107.0M | 0.43% | +31,840+9.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 367,485 | $107.8M | 0.18% | +17,370+5.0% | Added |
| Van Eck Associates Corp | 414,507 | $121.6M | 0.28% | +25,387+6.5% | Added |
| APG Asset Management N.V. | 451,024 | $121.8M | 0.26% | −2,400−0.5% | Reduced |
| Swedbank AB | 424,512 | $124.6M | 0.25% | −92,362−17.9% | Reduced |
| Nuveen Asset Management, LLC | 446,834 | $131.1M | 0.05% | −280.0% | Reduced |
| Swiss National Bank | 455,800 | $133.8M | 0.09% | −13,400−2.9% | Reduced |
| Fisher Asset Management, LLC | 459,069 | $134.7M | 0.08% | +237,291+107.0% | Added |
| Impax Asset Management Group plc | 500,067 | $146.7M | 0.61% | −25,617−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 505,987 | $148.5M | 0.35% | +110,124+27.8% | Added |
| Alliancebernstein L.P. | 536,661 | $157.5M | 0.07% | −5,492−1.0% | Reduced |
| King Luther Capital Management Corp | 574,364 | $168.5M | 0.89% | −4,733−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 606,652 | $178.0M | 0.05% | +3,672+0.6% | Added |
| Dimensional Fund Advisors LP | 611,741 | $179.5M | 0.06% | +15,563+2.6% | Added |
| Champlain Investment Partners, LLC | 686,147 | $201.3M | 1.27% | −345,965−33.5% | Reduced |
| UBS Asset Management Americas Inc | 689,991 | $202.5M | 0.10% | +36,841+5.6% | Added |
| Janus Henderson Group PLC | 719,355 | $211.1M | 0.14% | +1,314+0.2% | Added |
| Legal & General Group Plc | 796,590 | $233.8M | 0.08% | +18,399+2.4% | Added |
| Franklin Resources Inc | 859,976 | $252.4M | 0.13% | −38,834−4.3% | Reduced |
| FMR LLC | 877,384 | $257.5M | 0.02% | +60,597+7.4% | Added |
| Bank of New York Mellon Corp | 968,933 | $284.3M | 0.06% | −17,184−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,090 | $292.6M | 0.22% | −15,361−1.5% | Reduced |
| Ninety One UK Ltd | 1,036,541 | $304.2M | 0.95% | −66,615−6.0% | Reduced |
| Lazard Asset Management LLC | 1,135,499 | $333.2M | 0.44% | −18,620−1.6% | Reduced |
| Harding Loevner LP | 1,137,967 | $333.9M | 1.90% | +202,010+21.6% | Added |
| Goldman Sachs Group Inc | 1,179,240 | $346.0M | 0.09% | +39,040+3.4% | Added |
| Invesco Ltd. | 1,188,496 | $348.8M | 0.10% | +333,244+39.0% | Added |
| Price T Rowe Associates Inc | 1,207,723 | $354.4M | 0.05% | −168,876−12.3% | Reduced |
| Northern Trust Corp | 1,274,426 | $374.0M | 0.07% | +14,362+1.1% | Added |
| UBS Group AG | 1,580,928 | $463.9M | 0.21% | −84,148−5.1% | Reduced |