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 |
|---|---|---|---|---|---|
| Hilltop Partners LLC | 711 | $208.5K | 0.09% | +711 | New |
| Pure Financial Advisors, Inc. | 712 | $208.9K | 0.01% | +712 | New |
| Geller Advisors LLC | 715 | $209.8K | 0.03% | +715 | New |
| Hills Bank & Trust Co | 717 | $210.4K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 722 | $211.9K | 0.01% | +722 | New |
| Oak Thistle LLC | 723 | $212.2K | 0.13% | +723 | New |
| Dark Forest Capital Management LP | 724 | $212.5K | 0.05% | +724 | New |
| Dearborn Partners LLC | 727 | $213.3K | 0.01% | −1,275−63.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 729 | $213.9K | 0.04% | +729 | New |
| Enterprise Bank & Trust Co | 731 | $214.5K | 0.09% | +731 | New |
| Fortis Group Advisors, LLC | 759 | $215.0K | 0.06% | +759 | New |
| Aries Wealth Management | 733 | $215.1K | 0.09% | +733 | New |
| Sabal Trust CO | 736 | $216.0K | 0.02% | +736 | New |
| Hanson & Doremus Investment Management | 741 | $217.0K | 0.05% | −8−1.1% | Reduced |
| J.Safra Asset Management Corp | 740 | $217.2K | 0.03% | +740 | New |
| Parsec Financial Management, Inc. | 742 | $217.8K | 0.01% | +742 | New |
| Hollencrest Capital Management | 744 | $218.3K | 0.02% | +737+10,528.6% | Added |
| Zimmermann Investment Management & Planning LLC | 757 | $222.1K | 0.12% | +757 | New |
| Howe & Rusling Inc | 757 | $222.1K | 0.03% | +757 | New |
| Shelton Capital Management | 758 | $222.4K | 0.01% | +758 | New |
| Founders Financial Alliance, LLC | 764 | $224.2K | 0.11% | +764 | New |
| Compagnie Lombard Odier SCmA | 772 | $226.5K | 0.01% | +360+87.4% | Added |
| Argonautica Private Wealth Management, Inc | 777 | $228.0K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 780 | $228.8K | 0.00% | −4,393−84.9% | Reduced |
| Panagora Asset Management Inc | 782 | $229.5K | 0.00% | −1,521−66.0% | Reduced |
| Bell Bank | 787 | $230.9K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 855 | $231.3K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 789 | $231.5K | 0.02% | −67−7.8% | Reduced |
| CX Institutional | 793 | $231.7K | 0.01% | +793 | New |
| 1776 Wealth LLC | 798 | $234.2K | 0.14% | +798 | New |
| Citizens & Northern Corp | 800 | $234.8K | 0.09% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 800 | $234.8K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 800 | $234.8K | 0.03% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $234.8K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 803 | $235.6K | 0.08% | +11+1.4% | Added |
| Merriman Wealth Management, LLC | 804 | $235.9K | 0.01% | +2+0.2% | Added |
| Bridgefront Capital, LLC | 806 | $236.5K | 0.14% | +806 | New |
| CWS Financial Advisors, LLC | 809 | $237.4K | 0.09% | −11−1.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 809 | $237.4K | 0.11% | +9+1.1% | Added |
| TFC Financial Management | 809 | $237.4K | 0.06% | +63+8.4% | Added |
| Level Four Advisory Services, LLC | 810 | $237.7K | 0.02% | −90−10.0% | Reduced |
| Central Trust Co | 812 | $238.3K | 0.01% | −4−0.5% | Reduced |
| Hoylecohen, LLC | 815 | $239.2K | 0.02% | +25+3.2% | Added |
| International Assets Investment Management, LLC | 815 | $239.3K | 0.03% | −577−41.5% | Reduced |
| Truadvice, LLC | 853 | $241.7K | 0.10% | +26+3.1% | Added |
| Maple Capital Management, Inc. | 829 | $243.3K | 0.03% | +829 | New |
| Great Lakes Retirement, Inc. | 833 | $244.5K | 0.05% | +833 | New |
| Schechter Investment Advisors, LLC | 836 | $245.3K | 0.02% | +36+4.5% | Added |
| Reuter James Wealth Management, LLC | 837 | $245.6K | 0.17% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 842 | $247.1K | 0.07% | +842 | New |
| Tradition Wealth Management, LLC | 846 | $248.0K | 0.03% | +3+0.4% | Added |
| Philadelphia Trust Co | 850 | $249.0K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 850 | $249.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 851 | $249.7K | 0.09% | 00.0% | Unchanged |
| Foster Group, Inc. | 858 | $251.8K | 0.02% | +28+3.4% | Added |
| First Business Financial Services, Inc. | 867 | $254.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 868 | $254.7K | 0.05% | +2+0.2% | Added |
| Nwam LLC | 871 | $255.6K | 0.03% | −20−2.2% | Reduced |
| Blueshift Asset Management, LLC | 875 | $256.8K | 0.11% | +875 | New |
| Boston Financial Mangement LLC | 879 | $257.9K | 0.01% | +879 | New |
| FourThought Financial Partners, LLC | 881 | $258.6K | 0.04% | 00.0% | Unchanged |
| Simmons Bank | 884 | $259.4K | 0.02% | +884 | New |
| Brookstone Capital Management | 938 | $260.6K | 0.01% | +64+7.3% | Added |
| Perigon Wealth Management, LLC | 896 | $263.0K | 0.01% | −27−2.9% | Reduced |
| Professional Advisory Services Inc | 895 | $263.0K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 897 | $263.4K | 0.06% | +63+7.6% | Added |
| Financial Advisory Corp | 900 | $264.0K | 0.13% | −288−24.2% | Reduced |
| Argent Advisors, Inc. | 900 | $264.1K | 0.13% | −100−10.0% | Reduced |
| Integrated Investment Consultants, LLC | 901 | $264.4K | 0.08% | −13−1.4% | Reduced |
| Hudock, Inc. | 901 | $264.6K | 0.06% | +1+0.1% | Added |
| FinTrust Capital Advisors, LLC | 1,031 | $265.5K | 0.06% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 33,216 | $265.7K | 0.32% | +33,216 | New |
| Private Management Group Inc | 907 | $266.2K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 908 | $266.5K | 0.05% | −100−9.9% | Reduced |
| Smart Money Group LLC | 942 | $266.9K | 0.13% | +4+0.4% | Added |
| Trust Co of Vermont | 913 | $267.9K | 0.02% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $269.4K | 0.12% | 00.0% | Unchanged |
| MCF Advisors LLC | 924 | $271.2K | 0.03% | −58−5.9% | Reduced |
| Cobblestone Capital Advisors LLC | 929 | $272.6K | 0.02% | −400−30.1% | Reduced |
| Acrisure Capital Management, LLC | 931 | $273.2K | 0.28% | +931 | New |
| V-Square Quantitative Management LLC | 936 | $274.7K | 0.25% | +936 | New |
| Confluence Wealth Services, Inc. | 939 | $275.6K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,007 | $277.1K | 0.10% | +41+4.2% | Added |
| Safeguard Investment Advisory Group, LLC | 945 | $277.3K | 0.13% | +2+0.2% | Added |
| Bowman & Co S.C. | 946 | $277.6K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 947 | $277.9K | 0.03% | +46+5.1% | Added |
| Marshall & Sullivan Inc | 950 | $278.8K | 0.17% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $278.8K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 955 | $280.2K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 955 | $280.2K | 0.09% | +955 | New |
| Wellington Management Group LLP | 956 | $280.5K | 0.00% | −418−30.4% | Reduced |
| Washington Trust Advisors, Inc. | 960 | $281.7K | 0.03% | +424+79.1% | Added |
| Castle Rock Wealth Management, LLC | 1,015 | $281.9K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 965 | $283.2K | 0.03% | +965 | New |
| AdvisorNet Financial, Inc | 966 | $283.5K | 0.03% | +58+6.4% | Added |
| KLCM Advisors, Inc. | 974 | $285.8K | 0.06% | −7−0.7% | Reduced |
| SFMG, LLC | 975 | $286.1K | 0.03% | +5+0.5% | Added |
| FineMark National Bank & Trust | 980 | $287.6K | 0.01% | −100−9.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $288.2K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 984 | $288.8K | 0.01% | 00.0% | Unchanged |