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 |
|---|---|---|---|---|---|
| Kowal Investment Group, LLC | 985 | $289.1K | 0.08% | +4+0.4% | Added |
| Bradley Foster & Sargent Inc | 987 | $289.7K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $289.7K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 988 | $289.8K | 0.03% | −80−7.5% | Reduced |
| Milestone Investment Advisors LLC | 996 | $292.3K | 0.09% | +996 | New |
| ERn Financial, LLC | 998 | $292.7K | 0.06% | +57+6.1% | Added |
| S&CO Inc | 1,000 | $293.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,000 | $293.4K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $293.4K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $293.4K | 0.07% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $293.4K | 0.08% | 00.0% | Unchanged |
| FMB Wealth Management | 1,000 | $293.4K | 0.35% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $293.4K | 0.23% | +1,000 | New |
| Hennion & Walsh Asset Management, Inc. | 1,002 | $294.0K | 0.02% | −99−9.0% | Reduced |
| ABLE Financial Group, LLC | 1,003 | $294.3K | 0.19% | +1,003 | New |
| Paragon Private Wealth Management, LLC | 1,004 | $294.6K | 0.25% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,006 | $295.1K | 0.02% | +43+4.5% | Added |
| Harbour Investments, Inc. | 1,007 | $295.5K | 0.02% | +30+3.1% | Added |
| Certified Advisory Corp | 1,008 | $295.8K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,010 | $296.4K | 0.08% | −17−1.7% | Reduced |
| Founders Financial Securities LLC | 1,012 | $297.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 1,014 | $297.6K | 0.01% | −12−1.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,015 | $297.9K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,016 | $298.1K | 0.03% | +1,016 | New |
| Kelly Financial Services LLC | 1,021 | $299.6K | 0.15% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,022 | $299.9K | 0.04% | −38−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $303.1K | 0.05% | −8−0.8% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $303.1K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,034 | $303.4K | 0.04% | −1−0.1% | Reduced |
| NewEdge Wealth, LLC | 1,034 | $303.5K | 0.01% | −709−40.7% | Reduced |
| Strategic Financial Concepts, LLC | 1,040 | $305.1K | 0.12% | +1,040 | New |
| WJ Wealth Management, LLC | 1,040 | $305.2K | 0.21% | −1,040−50.0% | Reduced |
| Centric Wealth Management | 1,045 | $306.7K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,049 | $307.8K | 0.00% | +32+3.1% | Added |
| Pitcairn Co | 1,059 | $310.8K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,061 | $311.4K | 0.13% | +74+7.5% | Added |
| Parsons Capital Management Inc | 1,064 | $312.2K | 0.03% | −12−1.1% | Reduced |
| Verity Asset Management, Inc. | 1,064 | $312.2K | 0.19% | +67+6.7% | Added |
| Linscomb & Williams, Inc. | 1,066 | $312.8K | 0.02% | −77−6.7% | Reduced |
| Consolidated Planning Corp | 1,066 | $312.8K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 1,078 | $316.4K | 0.05% | +3+0.3% | Added |
| Rebalance, LLC | 1,083 | $317.7K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,090 | $319.0K | 0.07% | +1,090 | New |
| Associated Banc-Corp | 1,090 | $319.9K | 0.01% | −20−1.8% | Reduced |
| Alps Advisors Inc | 1,090 | $319.9K | 0.00% | +1,090 | New |
| Smithfield Trust Co | 1,095 | $320.0K | 0.02% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,100 | $322.8K | 0.30% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,104 | $324.0K | 0.02% | +212+23.8% | Added |
| Mechanics Bank Trust Department | 1,106 | $324.6K | 0.05% | +1,106 | New |
| Federation des caisses Desjardins du Quebec | 1,107 | $324.8K | 0.00% | −22−1.9% | Reduced |
| Insigneo Advisory Services, LLC | 1,110 | $325.5K | 0.10% | −14−1.2% | Reduced |
| Moody National Bank Trust Division | 1,112 | $326.3K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,113 | $326.6K | 0.04% | +162+17.0% | Added |
| United Bank | 1,115 | $327.2K | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,120 | $329.0K | 0.17% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,126 | $330.4K | 0.02% | −34−2.9% | Reduced |
| Aurora Private Wealth, Inc. | 1,129 | $331.0K | 0.35% | 00.0% | Unchanged |
| Caxton Associates LP | 1,130 | $331.6K | 0.05% | +1,130 | New |
| Cannon Financial Strategists, Inc. | 1,143 | $335.4K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,150 | $337.5K | 0.06% | +1,150 | New |
| Fukoku Mutual Life Insurance Co | 1,154 | $338.6K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,156 | $339.2K | 0.03% | +92+8.6% | Added |
| Ascent Wealth Partners, LLC | 1,161 | $340.7K | 0.07% | −47−3.9% | Reduced |
| Chicago Trust Co NA | 1,170 | $343.3K | 0.09% | −35−2.9% | Reduced |
| Change Path, LLC | 1,172 | $344.0K | 0.02% | −478−29.0% | Reduced |
| First Community Trust NA | 1,178 | $345.7K | 0.41% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,179 | $346.0K | 0.03% | +30+2.6% | Added |
| Ninety One SA (PTY) Ltd | 1,193 | $346.8K | 0.09% | −60−4.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,182 | $346.9K | 0.01% | +209+21.5% | Added |
| Monticello Wealth Management, LLC | 1,302 | $347.9K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,189 | $348.9K | 0.01% | −523−30.5% | Reduced |
| Capital Advisors Inc | 1,197 | $351.3K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,200 | $352.1K | 0.20% | +1,200 | New |
| Hyman Charles D | 1,204 | $353.0K | 0.02% | 00.0% | Unchanged |
| First International Bank & Trust | 1,204 | $353.3K | 0.12% | +1,204 | New |
| Focus Financial Network, Inc. | 1,208 | $354.5K | 0.02% | −81−6.3% | Reduced |
| Center for Financial Planning, Inc. | 1,210 | $355.1K | 0.08% | +28+2.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $356.0K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,214 | $356.2K | 0.01% | −183−13.1% | Reduced |
| Shell Asset Management Co | 1,221 | $358.0K | 0.01% | −6,198−83.5% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $358.9K | 0.36% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,225 | $359.5K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,226 | $360.0K | 0.02% | +43+3.6% | Added |
| Profund Advisors LLC | 1,227 | $360.1K | 0.02% | −48−3.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,237 | $363.2K | 0.01% | +202+19.5% | Added |
| Moss Adams Wealth Advisors LLC | 1,240 | $363.9K | 0.12% | +1,240 | New |
| Centerpoint Advisors, LLC | 1,250 | $367.0K | 0.16% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,257 | $368.9K | 0.00% | +1,257 | New |
| Crescent Grove Advisors, LLC | 1,264 | $371.0K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,276 | $374.4K | 0.02% | +76+6.3% | Added |
| Amica Retiree Medical Trust | 1,277 | $375.0K | 0.40% | −173−11.9% | Reduced |
| WealthPLAN Partners, LLC | 1,286 | $377.4K | 0.04% | −188−12.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,293 | $379.4K | 0.04% | −15−1.1% | Reduced |
| Fort Point Capital Partners LLC | 1,295 | $380.0K | 0.06% | +102+8.5% | Added |
| Valley Brook Capital Group | 1,300 | $381.5K | 0.35% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,300 | $381.5K | 0.13% | +1,300 | New |
| Prudent Investors Network | 1,304 | $382.7K | 0.18% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,304 | $382.7K | 0.02% | −526−28.7% | Reduced |
| Morningstar Investment Services LLC | 1,337 | $383.0K | 0.01% | +1,337 | New |
| Capital Asset Advisory Services LLC | 1,317 | $386.5K | 0.03% | −2,780−67.9% | Reduced |