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 |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 2,013 | $590.0K | 0.16% | +2+0.1% | Added |
| Old National Bancorp | 2,050 | $601.6K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,065 | $605.8K | 0.30% | +9+0.4% | Added |
| Foundations Investment Advisors, LLC | 2,070 | $607.3K | 0.02% | +10+0.5% | Added |
| Leonteq Securities AG | 2,084 | $611.5K | 0.06% | +1,830+720.5% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $616.2K | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,103 | $617.1K | 0.04% | +10.0% | Added |
| Interchange Capital Partners, LLC | 2,105 | $617.8K | 0.34% | +2,105 | New |
| Grimes & Company, Inc. | 2,111 | $619.6K | 0.03% | −203−8.8% | Reduced |
| RMB Capital Management, LLC | 2,152 | $631.5K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,170 | $637.0K | 0.07% | +2,170 | New |
| Coldstream Capital Management Inc | 2,175 | $638.4K | 0.02% | −16−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 2,177 | $638.7K | 0.03% | +109+5.3% | Added |
| Pictet & Cie (Europe) SA | 2,181 | $640.0K | 0.03% | +2,181 | New |
| Signaturefd, LLC | 2,193 | $643.4K | 0.02% | −651−22.9% | Reduced |
| Davis Investment Partners, LLC | 2,315 | $645.3K | 0.34% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,200 | $645.6K | 0.04% | +100+4.8% | Added |
| Snowden Capital Advisors LLC | 2,236 | $656.2K | 0.03% | −101−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,242 | $657.9K | 0.03% | +1,079+92.8% | Added |
| Kinneret Advisory, LLC | 2,254 | $661.4K | 0.09% | −121−5.1% | Reduced |
| MONECO Advisors, LLC | 2,274 | $667.4K | 0.20% | −5−0.2% | Reduced |
| Evoke Wealth, LLC | 2,279 | $668.8K | 0.02% | −206−8.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,289 | $671.7K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,306 | $676.7K | 0.02% | +2,306 | New |
| Mission Creek Capital Partners, Inc. | 2,323 | $681.8K | 0.23% | +827+55.3% | Added |
| Verus Capital Partners, LLC | 2,361 | $692.8K | 0.11% | +10+0.4% | Added |
| Meeder Advisory Services, Inc. | 2,373 | $696.3K | 0.08% | +411+20.9% | Added |
| Mystic Asset Management, Inc. | 2,380 | $698.4K | 0.39% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,386 | $700.2K | 0.02% | +2,386 | New |
| Beaton Management Co. Inc. | 2,390 | $701.0K | 0.47% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,403 | $705.2K | 0.05% | +359+17.6% | Added |
| Stiles Financial Services Inc | 2,416 | $709.1K | 0.38% | −6−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,417 | $709.3K | 0.03% | −39−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 2,427 | $712.1K | 0.05% | +139+6.1% | Added |
| Evergreen Capital Management LLC | 2,433 | $714.0K | 0.03% | +158+6.9% | Added |
| Advisors Capital Management, LLC | 2,433 | $714.0K | 0.02% | −51−2.1% | Reduced |
| Wealthspire Advisors, LLC | 2,453 | $719.8K | 0.01% | −350−12.5% | Reduced |
| Harfst & Associates, Inc. | 2,463 | $722.8K | 0.21% | −8−0.3% | Reduced |
| Financial Management Network Inc | 2,620 | $730.4K | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,487 | $731.3K | 0.03% | −10.0% | Reduced |
| Alberta Investment Management Corp | 2,500 | $733.6K | 0.01% | +2,500 | New |
| CWM, LLC | 2,500 | $734.0K | 0.00% | −315−11.2% | Reduced |
| Sentry Investment Management LLC | 2,505 | $735.0K | 0.30% | +1,756+234.4% | Added |
| First Hawaiian Bank | 2,506 | $735.4K | 0.02% | −289−10.3% | Reduced |
| Evermay Wealth Management LLC | 2,511 | $736.9K | 0.15% | +42+1.7% | Added |
| Janney Capital Management LLC | 2,534 | $744.0K | 0.06% | +3+0.1% | Added |
| Achmea Investment Management B.V. | 2,542 | $746.0K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,544 | $746.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,548 | $747.7K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,553 | $749.2K | 0.05% | +1,441+129.6% | Added |
| Claret Asset Management Corp | 2,567 | $753.0K | 0.15% | +99+4.0% | Added |
| North Star Investment Management Corp. | 2,577 | $756.2K | 0.06% | +1,000+63.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,650 | $762.0K | 0.44% | +2,650 | New |
| ETF Managers Group, LLC | 2,602 | $763.6K | 0.02% | +38+1.5% | Added |
| NVWM, LLC | 2,656 | $779.4K | 0.26% | −66−2.4% | Reduced |
| Prelude Capital Management, LLC | 2,685 | $787.9K | 0.05% | +319+13.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,700 | $792.3K | 0.04% | −360−11.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $792.3K | 0.31% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,701 | $792.6K | 0.02% | +700+35.0% | Added |
| CAPROCK Group, Inc. | 2,713 | $796.3K | 0.06% | +600+28.4% | Added |
| Greenleaf Trust | 2,719 | $797.9K | 0.01% | +52+1.9% | Added |
| Vestcor Inc | 2,725 | $800.0K | 0.03% | −14−0.5% | Reduced |
| Raymond James Trust N.A. | 2,725 | $800.0K | 0.03% | +69+2.6% | Added |
| Avantax Advisory Services, Inc. | 2,762 | $810.6K | 0.01% | +347+14.4% | Added |
| Marietta Investment Partners LLC | 2,772 | $813.4K | 0.23% | +200+7.8% | Added |
| Buckingham Strategic Wealth, LLC | 3,192 | $822.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,846 | $835.2K | 0.10% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,854 | $837.5K | 0.45% | 00.0% | Unchanged |
| Guardian Capital LP | 2,867 | $841.3K | 0.03% | −268−8.5% | Reduced |
| Rossmore Private Capital | 2,867 | $841.3K | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,869 | $842.0K | 0.01% | −62−2.1% | Reduced |
| Exos TFP Holdings LLC | 2,889 | $847.8K | 0.21% | +1,503+108.4% | Added |
| Transatlantique Private Wealth LLC | 2,900 | $851.0K | 0.47% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 2,904 | $852.2K | 0.67% | −172−5.6% | Reduced |
| Baldwin Investment Management, LLC | 2,915 | $855.4K | 0.15% | +330+12.8% | Added |
| MAI Capital Management | 2,920 | $856.9K | 0.01% | −80−2.7% | Reduced |
| Wedbush Securities Inc | 2,922 | $857.0K | 0.04% | +274+10.3% | Added |
| Integrated Wealth Concepts LLC | 2,944 | $864.0K | 0.02% | +77+2.7% | Added |
| RBF Capital, LLC | 3,000 | $880.4K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,003 | $881.0K | 0.04% | −7−0.2% | Reduced |
| Massmutual Trust Co FSB | 3,010 | $883.3K | 0.03% | +101+3.5% | Added |
| United Capital Financial Advisers, LLC | 3,020 | $886.3K | 0.00% | +571+23.3% | Added |
| Legacy Bridge, LLC | 3,041 | $892.4K | 0.62% | +50+1.7% | Added |
| Hunter Associates Investment Management LLC | 3,090 | $906.0K | 0.19% | −130−4.0% | Reduced |
| Colony Group LLC | 3,119 | $915.0K | 0.01% | −135−4.1% | Reduced |
| Congress Wealth Management LLC | 3,137 | $920.6K | 0.02% | −57−1.8% | Reduced |
| Symphony Financial, Ltd. Co. | 3,203 | $921.0K | 0.24% | +893+38.7% | Added |
| Wedmont Private Capital | 3,348 | $921.5K | 0.12% | +238+7.7% | Added |
| Bleakley Financial Group, LLC | 3,150 | $924.5K | 0.03% | −56−1.7% | Reduced |
| Stephens Inc | 3,151 | $924.6K | 0.02% | −90−2.8% | Reduced |
| Sawtooth Solutions, LLC | 3,152 | $925.0K | 0.02% | +1,315+71.6% | Added |
| Monte Financial Group, LLC | 3,153 | $925.2K | 0.49% | +182+6.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,166 | $929.0K | 0.04% | −97−3.0% | Reduced |
| Empirical Finance, LLC | 3,224 | $946.1K | 0.09% | +141+4.6% | Added |
| Carmel Capital Partners, LLC | 3,243 | $951.6K | 0.56% | +184+6.0% | Added |
| First United Bank Trust | 3,277 | $961.6K | 0.45% | −425−11.5% | Reduced |
| Venturi Wealth Management, LLC | 3,286 | $964.2K | 0.08% | −253−7.1% | Reduced |
| Qube Research & Technologies Ltd | 3,292 | $966.0K | 0.01% | +3,292 | New |
| Veriti Management LLC | 3,320 | $974.3K | 0.12% | +198+6.3% | Added |
| Acropolis Investment Management, LLC | 3,322 | $974.8K | 0.08% | −268−7.5% | Reduced |