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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 134 | $39.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $39.3K | 0.01% | +6+4.7% | Added |
| Tilia Fiduciary Partners, Inc. | 136 | $40.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 141 | $41.4K | 0.01% | +141 | New |
| Silicon Valley Capital Partners | 144 | $42.3K | 0.01% | +144 | New |
| SRS Capital Advisors, Inc. | 150 | $44.0K | 0.01% | +1+0.7% | Added |
| Cassady Schiller Wealth Management, LLC | 160 | $47.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 170 | $49.9K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 171 | $50.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 181 | $53.1K | 0.03% | −11−5.7% | Reduced |
| Motco | 182 | $53.4K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 185 | $54.3K | 0.01% | −63−25.4% | Reduced |
| Hantz Financial Services, Inc. | 189 | $55.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 191 | $56.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 195 | $57.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 196 | $57.5K | 0.00% | −12−5.8% | Reduced |
| Independence Bank of Kentucky | 200 | $58.7K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $58.7K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $58.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $58.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $62.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $62.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 246 | $63.0K | 0.00% | −1,643−87.0% | Reduced |
| Legend Financial Advisors, Inc. | 215 | $63.1K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 224 | $66.0K | 0.02% | +107+91.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 229 | $67.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $69.0K | 0.02% | +5+2.2% | Added |
| Spire Wealth Management | 235 | $69.0K | 0.00% | +54+29.8% | Added |
| Pinnacle Bancorp, Inc. | 240 | $70.4K | 0.03% | +64+36.4% | Added |
| Oakworth Capital, Inc. | 244 | $71.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $72.8K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 249 | $73.1K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $73.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $73.4K | 0.01% | +250 | New |
| New England Capital Financial Advisors LLC | 250 | $73.5K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 261 | $76.5K | 0.02% | +2+0.8% | Added |
| Versant Capital Management, Inc | 262 | $76.9K | 0.03% | −2−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 265 | $77.8K | 0.05% | −363−57.8% | Reduced |
| Glassman Wealth Services | 268 | $78.6K | 0.01% | +8+3.1% | Added |
| Magellan Asset Management Ltd | 268 | $78.6K | 0.00% | +34+14.5% | Added |
| Farther Finance Advisors, LLC | 276 | $81.0K | 0.02% | +72+35.3% | Added |
| Kenfarb & Co. | 277 | $81.3K | 0.07% | −33−10.6% | Reduced |
| Proequities, Inc. | 285 | $83.6K | 0.01% | +21+8.0% | Added |
| Ellevest, Inc. | 287 | $84.2K | 0.01% | −21−6.8% | Reduced |
| KB Financial Partners, LLC | 292 | $86.0K | 0.03% | −43−12.8% | Reduced |
| Colonial Trust Co | 300 | $86.3K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 295 | $86.6K | 0.01% | −15−4.8% | Reduced |
| Globeflex Capital L P | 300 | $88.0K | 0.01% | +300 | New |
| Hoese & Co LLP | 300 | $88.5K | 0.10% | 00.0% | Unchanged |
| True Wealth Design, LLC | 311 | $91.3K | 0.04% | −43−12.1% | Reduced |
| Parkside Financial Bank & Trust | 313 | $91.9K | 0.02% | +60+23.7% | Added |
| Caas Capital Management LP | 335 | $98.3K | 0.03% | +335 | New |
| Caldwell Trust Co | 339 | $99.5K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 361 | $105.9K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $105.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 361 | $107.0K | 0.01% | +75+26.2% | Added |
| American National Bank | 373 | $109.5K | 0.02% | +15+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 376 | $110.3K | 0.00% | −52−12.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 395 | $116.0K | 0.04% | +395 | New |
| Maj Invest Holding A/S | 400 | $117.0K | 0.00% | +400 | New |
| Alta Advisers Ltd | 400 | $117.4K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $117.4K | 0.02% | +400 | New |
| Grove Bank & Trust | 414 | $121.5K | 0.03% | −12−2.8% | Reduced |
| Beacon Capital Management, LLC | 417 | $122.4K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 419 | $123.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 422 | $123.8K | 0.00% | +21+5.2% | Added |
| Natixis Investment Managers International | 425 | $124.7K | 0.01% | −323−43.2% | Reduced |
| Endurance Wealth Management, Inc. | 450 | $132.0K | 0.02% | +450 | New |
| IFP Advisors, Inc | 1,214 | $133.7K | 0.01% | −2,249−64.9% | Reduced |
| Paloma Partners Management Co | 464 | $136.2K | 0.03% | −562−54.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 478 | $140.3K | 0.05% | +478 | New |
| AlphaMark Advisors, LLC | 484 | $142.0K | 0.06% | +1+0.2% | Added |
| Sunbelt Securities, Inc. | 509 | $146.3K | 0.02% | +509 | New |
| Hoertkorn Richard Charles | 500 | $146.7K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 509 | $149.2K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $151.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 530 | $155.6K | 0.01% | +276+108.7% | Added |
| City State Bank | 530 | $156.0K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 534 | $156.7K | 0.00% | +18+3.5% | Added |
| McClarren Financial Advisors, Inc. | 546 | $160.0K | 0.15% | +2+0.4% | Added |
| Tobam | 558 | $164.0K | 0.01% | −118−17.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 560 | $164.3K | 0.01% | −268−32.4% | Reduced |
| Cary Street Partners Asset Management LLC | 600 | $176.1K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 607 | $177.0K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 608 | $178.4K | 0.14% | +75+14.1% | Added |
| EverSource Wealth Advisors, LLC | 646 | $189.8K | 0.02% | −75−10.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 658 | $193.1K | 0.00% | −43,860−98.5% | Reduced |
| Lindbrook Capital, LLC | 661 | $194.0K | 0.02% | +182+38.0% | Added |
| TD Private Client Wealth LLC | 667 | $195.7K | 0.01% | −1,627−70.9% | Reduced |
| EP Wealth Advisors, LLC | 10,145 | $197.9K | 0.00% | +5,163+103.6% | Added |
| Global Retirement Partners, LLC | 720 | $200.7K | 0.01% | +253+54.2% | Added |
| Regal Investment Advisors LLC | 691 | $202.7K | 0.02% | −1,286−65.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 691 | $203.0K | 0.02% | +691 | New |
| Tevis Investment Management | 695 | $203.9K | 0.21% | +695 | New |
| Welch Capital Partners LLC | 696 | $204.0K | 0.06% | +696 | New |
| Pittenger & Anderson Inc | 696 | $204.2K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 701 | $205.7K | 0.02% | +701 | New |
| Farmers & Merchants Trust Co of Long Beach | 702 | $206.0K | 0.06% | −98−12.3% | Reduced |
| Nations Financial Group Inc, | 706 | $207.2K | 0.02% | +706 | New |
| NWF Advisory Services Inc. | 630 | $207.4K | 0.05% | +630 | New |