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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 1,324 | $388.5K | 0.05% | +250+23.3% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $390.3K | 1.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,357 | $398.1K | 0.08% | +28+2.1% | Added |
| Aviance Capital Partners, LLC | 1,357 | $398.2K | 0.09% | −40−2.9% | Reduced |
| Strong Tower Advisory Services | 1,362 | $399.7K | 0.21% | +2+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,368 | $401.5K | 0.02% | −76−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,377 | $403.9K | 0.00% | +1,377 | New |
| Vista Wealth Management Group, LLC | 1,379 | $404.6K | 0.04% | −6−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,379 | $404.7K | 0.01% | −58−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,383 | $405.8K | 0.02% | +222+19.1% | Added |
| Avalon Investment & Advisory | 1,383 | $405.8K | 0.01% | −3−0.2% | Reduced |
| Equitable Trust Co | 1,385 | $406.4K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,386 | $406.7K | 0.01% | −11−0.8% | Reduced |
| Cigna Investments Inc | 1,387 | $407.0K | 0.08% | −35−2.5% | Reduced |
| S.E.E.D. Planning Group LLC | 1,388 | $407.3K | 0.16% | +354+34.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,466 | $408.5K | 0.17% | −76−4.9% | Reduced |
| Cambridge Trust Co | 1,395 | $409.4K | 0.02% | −573−29.1% | Reduced |
| Middleton & Co Inc | 1,400 | $410.8K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $410.8K | 0.42% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,404 | $412.0K | 0.02% | +1,404 | New |
| North Ridge Wealth Advisors, Inc. | 1,410 | $413.8K | 0.41% | +1,410 | New |
| Ameritas Investment Partners, Inc. | 1,421 | $417.0K | 0.02% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,425 | $418.2K | 0.31% | −51−3.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,428 | $419.1K | 0.33% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,429 | $419.3K | 0.01% | +150+11.7% | Added |
| Prestige Wealth Management Group LLC | 1,431 | $419.9K | 0.11% | +24+1.7% | Added |
| Wahed Invest LLC | 1,435 | $421.1K | 0.18% | −56−3.8% | Reduced |
| Johnson Investment Counsel Inc | 1,441 | $422.9K | 0.01% | +1+0.1% | Added |
| Bridge Advisory, LLC | 1,442 | $423.1K | 0.16% | +6+0.4% | Added |
| TCWP LLC | 1,455 | $427.0K | 0.08% | +19+1.3% | Added |
| Basepoint Wealth LLC | 1,461 | $428.7K | 0.36% | −60−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,464 | $429.7K | 0.06% | +29+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,509 | $433.9K | 0.11% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,490 | $437.2K | 0.03% | −23−1.5% | Reduced |
| Horizon Investments, LLC | 1,502 | $438.8K | 0.01% | −408−21.4% | Reduced |
| Cito Capital Group, LLC | 1,500 | $440.0K | 0.22% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $440.2K | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,507 | $442.1K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,511 | $443.4K | 0.03% | −9,746−86.6% | Reduced |
| Parallel Advisors, LLC | 1,533 | $449.9K | 0.02% | +16+1.1% | Added |
| Hengehold Capital Management LLC | 1,535 | $450.5K | 0.06% | −18−1.2% | Reduced |
| Ci Investments Inc. | 1,542 | $452.0K | 0.00% | −57−3.6% | Reduced |
| Hutchinson Capital Management | 1,556 | $456.6K | 0.12% | −5−0.3% | Reduced |
| Baystate Wealth Management LLC | 1,572 | $461.6K | 0.04% | +37+2.4% | Added |
| Empower Advisory Group, LLC | 1,588 | $462.6K | 0.00% | +1,588 | New |
| Checchi Capital Advisers, LLC | 1,582 | $464.3K | 0.04% | +96+6.5% | Added |
| Symmetry Partners, LLC | 1,590 | $467.0K | 0.03% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,592 | $467.1K | 0.28% | +4+0.3% | Added |
| Allworth Financial LP | 1,598 | $468.8K | 0.00% | +50+3.2% | Added |
| First Citizens Bank & Trust Co | 1,600 | $469.5K | 0.01% | −6−0.4% | Reduced |
| ProVise Management Group, LLC | 1,600 | $469.5K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $470.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,616 | $474.2K | 0.02% | +821+103.3% | Added |
| Capital City Trust Co | 1,625 | $476.9K | 0.15% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,638 | $480.7K | 0.03% | −101−5.8% | Reduced |
| Wintrust Investments LLC | 1,638 | $481.0K | 0.06% | +87+5.6% | Added |
| Sicart Associates LLC | 1,650 | $484.2K | 0.19% | −20−1.2% | Reduced |
| DCM Advisors, LLC | 1,657 | $486.2K | 0.23% | −6−0.4% | Reduced |
| Navalign, LLC | 1,662 | $487.7K | 0.20% | +7+0.4% | Added |
| Chelsea Counsel Co | 1,672 | $490.6K | 0.24% | −20−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,683 | $493.9K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,795 | $496.0K | 0.09% | +16+0.9% | Added |
| Fragasso Group Inc. | 1,703 | $499.7K | 0.06% | +23+1.4% | Added |
| West Wealth Group, LLC | 1,706 | $500.7K | 0.23% | +7+0.4% | Added |
| IHT Wealth Management, LLC | 1,719 | $504.5K | 0.03% | −311−15.3% | Reduced |
| Avitas Wealth Management LLC | 1,721 | $505.0K | 0.10% | −50−2.8% | Reduced |
| Lincoln National Corp | 1,726 | $506.4K | 0.01% | +205+13.5% | Added |
| Ascent Group, LLC | 1,739 | $510.3K | 0.05% | +311+21.8% | Added |
| Capital Investment Advisors, LLC | 1,745 | $512.1K | 0.02% | +3+0.2% | Added |
| Telemus Capital, LLC | 1,752 | $514.1K | 0.05% | 00.0% | Unchanged |
| Advocate Group LLC | 1,763 | $517.4K | 0.11% | −844−32.4% | Reduced |
| Inscription Capital, LLC | 1,768 | $518.8K | 0.14% | +60+3.5% | Added |
| Evercore Wealth Management, LLC | 1,774 | $520.6K | 0.01% | −6−0.3% | Reduced |
| Bailard, Inc. | 1,774 | $520.6K | 0.02% | +233+15.1% | Added |
| Wealthcare Advisory Partners LLC | 1,778 | $521.9K | 0.02% | −175−9.0% | Reduced |
| Ropes Wealth Advisors LLC | 1,781 | $522.6K | 0.09% | +598+50.5% | Added |
| Choate Investment Advisors | 1,787 | $524.4K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,794 | $526.4K | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,807 | $530.3K | 0.01% | −677−27.3% | Reduced |
| Formidable Asset Management, LLC | 1,825 | $532.0K | 0.11% | −20−1.1% | Reduced |
| Headlands Technologies LLC | 1,814 | $532.3K | 0.35% | +1,814 | New |
| SG Americas Securities, LLC | 1,839 | $540.0K | 0.01% | +1,839 | New |
| HM Payson & Co | 1,850 | $542.9K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 1,859 | $546.0K | 0.41% | −20−1.1% | Reduced |
| Trust Co of Oklahoma | 1,875 | $550.2K | 0.22% | −500−21.1% | Reduced |
| Mutual Advisors, LLC | 1,877 | $550.8K | 0.02% | −34−1.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,879 | $551.0K | 0.01% | +79+4.4% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $552.6K | 0.58% | 00.0% | Unchanged |
| Mendel Money Management | 1,883 | $552.6K | 0.30% | +66+3.6% | Added |
| Clarius Group, LLC | 1,885 | $553.2K | 0.05% | −47−2.4% | Reduced |
| Madden Securities Corp | 1,885 | $553.2K | 0.29% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,910 | $560.5K | 0.07% | −100−5.0% | Reduced |
| Whittier Trust Co | 1,912 | $561.1K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,941 | $569.6K | 0.06% | −645−24.9% | Reduced |
| MTM Investment Management, LLC | 1,943 | $570.2K | 0.29% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,995 | $585.3K | 0.29% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,995 | $585.4K | 0.05% | +340+20.5% | Added |
| Bessemer Group Inc | 1,999 | $586.0K | 0.00% | −91−4.4% | Reduced |
| First American Bank | 2,000 | $586.9K | 0.05% | +2,000 | New |
| HBK Sorce Advisory LLC | 2,010 | $589.9K | 0.03% | −2,018−50.1% | Reduced |