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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 1,626,739 | $477.4M | 0.16% | +823,275+102.5% | Added |
| Amundi | 1,937,944 | $530.7M | 0.29% | −219,185−10.2% | Reduced |
| Bank of America Corp | 1,978,341 | $580.5M | 0.07% | +28,158+1.4% | Added |
| Geode Capital Management, LLC | 2,375,698 | $695.6M | 0.09% | +51,561+2.2% | Added |
| JPMorgan Chase & Co | 2,638,992 | $774.4M | 0.10% | +320,524+13.8% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 2,908,275 | $852.6M | 5.37% | −105,090−3.5% | Reduced |
| Morgan Stanley | 2,996,298 | $879.3M | 0.09% | +255,279+9.3% | Added |
| State Street Corp | 4,428,066 | $1.30B | 0.07% | −55,547−1.2% | Reduced |
| Capital World Investors | 5,100,281 | $1.50B | 0.31% | +6,349+0.1% | Added |
| BlackRock Inc. | 8,882,453 | $2.61B | 0.08% | −74,202−0.8% | Reduced |
| Vanguard Group Inc | 13,620,464 | $4.00B | 0.10% | +24,575+0.2% | Added |
| Quilter Plc | 238,762 | – | – | +4,384+1.9% | Added |
| Strengthening Families & Communities, LLC | 1,733 | – | – | +147+9.3% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −150,540−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −78,800−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −57,719−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −41,857−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,013−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −34,327−100.0% | Sold out |
| Sturgeon Ventures LLP | 0 | $0 | 0.00% | −13,457−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −6,680−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,009−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,442−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,631−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Great Waters Wealth Management | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Abeille Asset Management SA | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| St Germain D J Co Inc | – | – | – | – | Not filed |
| Capital Directions Investment Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Align Wealth Management, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |