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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 3,322 | $974.8K | 0.03% | +3,322 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,349 | $982.8K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,367 | $988.0K | 0.03% | +116+3.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,442 | $1.01M | 0.05% | +3,442 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,501 | $1.03M | 0.01% | +635+22.2% | Added |
| Claro Advisors LLC | 3,525 | $1.03M | 0.30% | +1,743+97.8% | Added |
| Seven Eight Capital, LP | 3,546 | $1.04M | 0.22% | +2,464+227.7% | Added |
| Apollon Wealth Management, LLC | 3,562 | $1.05M | 0.06% | −281−7.3% | Reduced |
| Integrated Advisors Network LLC | 3,598 | $1.06M | 0.06% | −160−4.3% | Reduced |
| Stonegate Investment Group, LLC | 3,600 | $1.06M | 0.04% | −919−20.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,609 | $1.06M | 0.03% | +10+0.3% | Added |
| Private Trust Co NA | 3,630 | $1.07M | 0.15% | +267+7.9% | Added |
| Wolverine Trading, LLC | 3,708 | $1.07M | 0.03% | −2,075−35.9% | Reduced |
| First Commonwealth Financial Corp | 3,653 | $1.07M | 0.39% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,653 | $1.07M | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,655 | $1.07M | 0.06% | +1,577+75.9% | Added |
| 1st Source Bank | 3,666 | $1.08M | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 3,678 | $1.08M | 0.07% | −266−6.7% | Reduced |
| HB Wealth Management, LLC | 3,682 | $1.08M | 0.02% | −60−1.6% | Reduced |
| Ontario Teachers Pension Plan Board | 3,714 | $1.09M | 0.01% | +2,185+142.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,723 | $1.09M | 0.54% | +8+0.2% | Added |
| Qsemble Capital Management, LP | 3,750 | $1.10M | 0.74% | +3,750 | New |
| Rosenbaum Jay D. | 3,766 | $1.11M | 2.03% | +139+3.8% | Added |
| Uncommon Cents Investing LLC | 3,775 | $1.11M | 0.40% | −165−4.2% | Reduced |
| Imprint Wealth LLC | 3,808 | $1.12M | 0.74% | +3,808 | New |
| Vinva Investment Management Ltd | 3,894 | $1.12M | 0.09% | +3,894 | New |
| Savant Capital, LLC | 3,836 | $1.13M | 0.02% | −543−12.4% | Reduced |
| Vident Investment Advisory, LLC | 3,944 | $1.16M | 0.04% | −639−13.9% | Reduced |
| Summit Financial, LLC | 3,990 | $1.17M | 0.10% | +143+3.7% | Added |
| Aquila Investment Management LLC | 4,000 | $1.17M | 0.97% | −1,000−20.0% | Reduced |
| Atria Investments LLC | 4,001 | $1.17M | 0.02% | +44+1.1% | Added |
| Sequoia Financial Advisors, LLC | 4,008 | $1.18M | 0.03% | +20+0.5% | Added |
| Twin Capital Management Inc | 4,020 | $1.18M | 0.16% | +4,020 | New |
| JFS Wealth Advisors, LLC | 4,021 | $1.18M | 0.11% | +15+0.4% | Added |
| CIBC Private Wealth Group, LLC | 4,028 | $1.18M | 0.00% | −1,316−24.6% | Reduced |
| Ostrum Asset Management | 4,031 | $1.18M | 0.10% | +4,031 | New |
| ABN AMRO Bank N.V. | 4,040 | $1.19M | 0.03% | +4,040 | New |
| Hoey Investments, Inc | 4,047 | $1.19M | 0.47% | −389−8.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,050 | $1.19M | 0.06% | +10+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,084 | $1.20M | 0.10% | −53−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 4,100 | $1.20M | 0.11% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,115 | $1.21M | 0.23% | +3,316+415.0% | Added |
| Cubist Systematic Strategies, LLC | 4,117 | $1.21M | 0.01% | +1,744+73.5% | Added |
| Oppenheimer Asset Management Inc. | 4,144 | $1.22M | 0.02% | −706−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,146 | $1.22M | 0.04% | +1,090+35.7% | Added |
| Soros Capital Management LLC | 4,160 | $1.22M | 0.89% | −718−14.7% | Reduced |
| Triangle Securities Wealth Management | 4,239 | $1.24M | 0.44% | −26−0.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,265 | $1.25M | 0.92% | −109−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,319 | $1.27M | 0.17% | −1,951−31.1% | Reduced |
| Acadian Asset Management LLC | 4,433 | $1.30M | 0.01% | +1,169+35.8% | Added |
| Burney Co | 4,476 | $1.31M | 0.06% | −293−6.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,628 | $1.32M | 0.07% | −1,986−30.0% | Reduced |
| Decatur Capital Management, Inc. | 4,501 | $1.32M | 1.00% | −851−15.9% | Reduced |
| Cresset Asset Management, LLC | 4,519 | $1.33M | 0.03% | −198−4.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,585 | $1.35M | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,686 | $1.38M | 0.01% | −8,507−64.5% | Reduced |
| Illinois Municipal Retirement Fund | 4,706 | $1.38M | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,710 | $1.38M | 0.00% | +1,050+28.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,765 | $1.40M | 0.24% | −40−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,773 | $1.40M | 0.03% | −50−1.0% | Reduced |
| Sigma Planning Corp | 4,798 | $1.41M | 0.05% | −56−1.2% | Reduced |
| Cetera Investment Advisers | 4,800 | $1.41M | 0.01% | +194+4.2% | Added |
| Cetera Advisors LLC | 4,829 | $1.42M | 0.02% | −48−1.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.42M | 0.48% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,850 | $1.42M | 0.70% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,890 | $1.43M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,900 | $1.44M | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,975 | $1.46M | 0.70% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,985 | $1.46M | 0.01% | −2,346−32.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,021 | $1.47M | 0.16% | −8,926−64.0% | Reduced |
| Diversified Trust Co | 5,027 | $1.48M | 0.06% | −1,851−26.9% | Reduced |
| Benjamin Edwards Inc | 5,038 | $1.48M | 0.36% | +1,547+44.3% | Added |
| Prudential PLC | 5,067 | $1.49M | 0.02% | −515−9.2% | Reduced |
| Veritable, L.P. | 5,092 | $1.49M | 0.03% | +406+8.7% | Added |
| Metropolitan Life Insurance Co | 5,134 | $1.51M | 0.08% | −1,508−22.7% | Reduced |
| Segall Bryant & Hamill, LLC | 5,138 | $1.51M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,139 | $1.51M | 0.00% | +9+0.2% | Added |
| Western Wealth Management, LLC | 5,152 | $1.51M | 0.14% | +25+0.5% | Added |
| First Foundation Advisors | 5,253 | $1.54M | 0.07% | −395−7.0% | Reduced |
| New Mexico Educational Retirement Board | 5,276 | $1.55M | 0.08% | −200−3.7% | Reduced |
| MML Investors Services, LLC | 5,326 | $1.56M | 0.01% | −466−8.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,377 | $1.58M | 0.38% | +5,377 | New |
| Darwin Advisors, LLC | 5,695 | $1.58M | 0.43% | +5,695 | New |
| Elmwood Wealth Management, Inc. | 5,557 | $1.63M | 0.77% | +10.0% | Added |
| Guggenheim Capital LLC | 5,608 | $1.65M | 0.01% | +202+3.7% | Added |
| WoodTrust Financial Corp | 5,695 | $1.67M | 0.32% | +250+4.6% | Added |
| Carret Asset Management, LLC | 5,744 | $1.69M | 0.23% | +1,404+32.4% | Added |
| Sit Investment Associates Inc | 5,755 | $1.69M | 0.05% | −75−1.3% | Reduced |
| Gardner Lewis Asset Management L P | 5,773 | $1.69M | 0.60% | +5,773 | New |
| Charter Trust Co | 5,777 | $1.70M | 0.13% | −720−11.1% | Reduced |
| CIBC World Markets Corp | 5,804 | $1.70M | 0.03% | −7,698−57.0% | Reduced |
| Journey Advisory Group, LLC | 5,823 | $1.71M | 0.27% | +1,500+34.7% | Added |
| Arrowstreet Capital, Limited Partnership | 5,841 | $1.71M | 0.00% | +5,841 | New |
| Stratos Wealth Partners, LTD. | 5,864 | $1.72M | 0.05% | −171−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 5,878 | $1.73M | 0.17% | −58−1.0% | Reduced |
| Bokf, NA | 5,879 | $1.73M | 0.04% | +3,917+199.6% | Added |
| Two Sigma Investments, LP | 5,905 | $1.73M | 0.01% | −21,239−78.2% | Reduced |
| Vigilant Capital Management, LLC | 5,904 | $1.73M | 0.14% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,931 | $1.74M | 1.10% | −918−13.4% | Reduced |
| Peak Financial Advisors LLC | 5,940 | $1.74M | 1.47% | −3,462−36.8% | Reduced |