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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 6,015 | $1.77M | 0.10% | +27+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 6,182 | $1.81M | 0.03% | −27−0.4% | Reduced |
| Bowen Hanes & Co Inc | 6,261 | $1.84M | 0.06% | −1,675−21.1% | Reduced |
| CM Wealth Advisors LLC | 6,810 | $1.84M | 0.36% | +6,810 | New |
| Quantamental Technologies LLC | 6,384 | $1.87M | 1.01% | +6,384 | New |
| Diametric Capital, LP | 6,422 | $1.88M | 0.91% | +1,847+40.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,467 | $1.90M | 0.03% | −144−2.2% | Reduced |
| Scotia Capital Inc. | 6,524 | $1.91M | 0.01% | +4,729+263.5% | Added |
| Regions Financial Corp | 6,621 | $1.94M | 0.02% | +1,264+23.6% | Added |
| Duality Advisers, LP | 6,758 | $1.98M | 0.22% | −1,382−17.0% | Reduced |
| Benedict Financial Advisors Inc | 6,826 | $2.00M | 0.56% | −53−0.8% | Reduced |
| HITE Hedge Asset Management LLC | 6,868 | $2.02M | 0.15% | +6,868 | New |
| Capital International Inc | 6,908 | $2.03M | 0.04% | +67+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,913 | $2.03M | 0.00% | −942−12.0% | Reduced |
| PFG Advisors | 6,935 | $2.04M | 0.17% | −80−1.1% | Reduced |
| Tiaa, FSB | 6,944 | $2.04M | 0.01% | −399−5.4% | Reduced |
| Wesbanco Bank Inc | 7,020 | $2.06M | 0.09% | −7−0.1% | Reduced |
| HNP Capital LLC | 7,130 | $2.09M | 0.58% | −132−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,198 | $2.11M | 0.03% | −16,185−69.2% | Reduced |
| Wealthfront Advisers LLC | 7,328 | $2.15M | 0.01% | −50−0.7% | Reduced |
| Bank of Nova Scotia | 7,337 | $2.15M | 0.01% | −65,020−89.9% | Reduced |
| Deane Retirement Strategies, Inc. | 7,434 | $2.18M | 1.20% | −13−0.2% | Reduced |
| Rafferty Asset Management, LLC | 7,486 | $2.20M | 0.01% | +430+6.1% | Added |
| Louisiana State Employees Retirement System | 7,500 | $2.20M | 0.06% | +100+1.4% | Added |
| LGT Fund Management Co Ltd. | 7,500 | $2.20M | 0.94% | +7,500 | New |
| Vectors Research Management, LLC | 7,545 | $2.21M | 0.57% | −64−0.8% | Reduced |
| National Asset Management, Inc. | 7,597 | $2.23M | 0.06% | −1,268−14.3% | Reduced |
| Advisor Partners II, LLC | 7,766 | $2.28M | 0.13% | +494+6.8% | Added |
| Centaurus Financial, Inc. | 7,815 | $2.29M | 0.18% | −545−6.5% | Reduced |
| Guyasuta Investment Advisors Inc | 7,818 | $2.29M | 0.18% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,880 | $2.31M | 0.49% | −2,900−26.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,882 | $2.31M | 0.05% | −136−1.7% | Reduced |
| Westport Asset Management Inc | 8,000 | $2.35M | 1.41% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 8,019 | $2.35M | 1.65% | +760+10.5% | Added |
| Glenmede Trust Co NA | 8,124 | $2.38M | 0.01% | −33,920−80.7% | Reduced |
| Tredje AP-fonden | 8,146 | $2.39M | 0.04% | +1,179+16.9% | Added |
| Pinnacle Associates Ltd | 8,313 | $2.44M | 0.05% | +94+1.1% | Added |
| Pacer Advisors, Inc. | 8,377 | $2.46M | 0.01% | +7,103+557.5% | Added |
| American Century Companies Inc | 8,503 | $2.48M | 0.00% | +947+12.5% | Added |
| Cohen Lawrence B | 8,477 | $2.49M | 1.67% | −374−4.2% | Reduced |
| Fayez Sarofim & Co | 8,648 | $2.54M | 0.01% | +4,819+125.9% | Added |
| CIBC World Markets Inc. | 8,694 | $2.55M | 0.01% | +618+7.7% | Added |
| Umb Bank N A | 8,743 | $2.57M | 0.04% | −146−1.6% | Reduced |
| Front Row Advisors LLC | 8,771 | $2.57M | 1.23% | −75−0.8% | Reduced |
| LGT Group Foundation | 8,836 | $2.59M | 0.07% | +8,836 | New |
| Oregon Public Employees Retirement Fund | 8,867 | $2.60M | 0.03% | +35+0.4% | Added |
| Advisory Services Network, LLC | 8,968 | $2.63M | 0.07% | +319+3.7% | Added |
| Riverbridge Partners LLC | 9,016 | $2.65M | 0.04% | −201−2.2% | Reduced |
| Kentucky Retirement Systems | 9,075 | $2.66M | 0.10% | −10.0% | Reduced |
| Maryland State Retirement & Pension System | 9,086 | $2.67M | 0.06% | +219+2.5% | Added |
| BNC Wealth Management, LLC | 9,109 | $2.67M | 1.49% | −70−0.8% | Reduced |
| Weil Company, Inc. | 9,239 | $2.71M | 1.23% | −936−9.2% | Reduced |
| Amica Mutual Insurance Co | 9,271 | $2.72M | 0.30% | −2,805−23.2% | Reduced |
| Metis Global Partners, LLC | 9,406 | $2.76M | 0.18% | +965+11.4% | Added |
| Westpac Banking Corp | 9,419 | $2.76M | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,485 | $2.78M | 0.05% | +36+0.4% | Added |
| Securian Asset Management, Inc | 9,548 | $2.80M | 0.07% | +100+1.1% | Added |
| Ossiam | 9,630 | $2.83M | 0.06% | +8,166+557.8% | Added |
| Hartford Investment Management Co | 9,688 | $2.84M | 0.10% | +1,331+15.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,749 | $2.86M | 0.12% | −18,600−65.6% | Reduced |
| Brinker Capital Investments, LLC | 9,759 | $2.86M | 0.04% | +1,372+16.4% | Added |
| Orion Portfolio Solutions, LLC | 9,759 | $2.86M | 0.04% | +8,871+999.0% | Added |
| La Banque Postale Asset Management SA | 9,906 | $2.91M | 0.07% | −391−3.8% | Reduced |
| Eukles Asset Management | 9,981 | $2.93M | 1.59% | −179−1.8% | Reduced |
| Sumitomo Life Insurance Co | 9,996 | $2.93M | 0.25% | +2,506+33.5% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.93M | 0.45% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 10,021 | $2.94M | 0.65% | +10,021 | New |
| JustInvest LLC | 10,139 | $2.98M | 0.10% | +374+3.8% | Added |
| Smithbridge Asset Management Inc | 10,158 | $2.98M | 0.75% | +144+1.4% | Added |
| Ethic Inc. | 10,200 | $2.99M | 0.12% | +1,198+13.3% | Added |
| Connable Office Inc | 10,222 | $3.00M | 0.44% | +56+0.6% | Added |
| Silvant Capital Management LLC | 10,230 | $3.00M | 0.20% | +10,230 | New |
| British Columbia Investment Management Corp | 10,233 | $3.00M | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 10,292 | $3.02M | 0.17% | +9,477+1,162.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,188 | $3.06M | 0.65% | −14,446−56.4% | Reduced |
| Marketfield Asset Management LLC | 10,669 | $3.13M | 2.68% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,713 | $3.14M | 0.43% | +725+7.3% | Added |
| GWM Advisors LLC | 10,866 | $3.18M | 0.04% | +1,327+13.9% | Added |
| Teachers Retirement System of the State of Kentucky | 10,843 | $3.18M | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,016 | $3.23M | 0.01% | +11,016 | New |
| Scopus Asset Management, L.P. | 11,049 | $3.24M | 0.12% | +11,049 | New |
| Handelsinvest Investeringsforvaltning | 11,121 | $3.26M | 0.52% | +5,121+85.4% | Added |
| Dempze Nancy E | 11,182 | $3.28M | 2.98% | +279+2.6% | Added |
| Private Advisor Group, LLC | 11,193 | $3.28M | 0.03% | +2,053+22.5% | Added |
| Macquarie Group Ltd | 11,273 | $3.31M | 0.00% | −263−2.3% | Reduced |
| Capital International Sarl | 11,291 | $3.31M | 0.17% | +1,770+18.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 11,305 | $3.32M | 0.50% | 00.0% | Unchanged |
| Arosa Capital Management LP | 11,440 | $3.36M | 1.03% | −11,800−50.8% | Reduced |
| Northwest Investment Counselors, LLC | 11,447 | $3.36M | 0.94% | +945+9.0% | Added |
| Garrison Asset Management, LLC | 11,660 | $3.42M | 2.12% | −117−1.0% | Reduced |
| Mercer Global Advisors Inc | 11,694 | $3.43M | 0.02% | +463+4.1% | Added |
| Los Angeles Capital Management LLC | 11,703 | $3.43M | 0.02% | +10,803+1,200.3% | Added |
| Gateway Investment Advisers LLC | 11,730 | $3.44M | 0.04% | −25−0.2% | Reduced |
| GAM Holding AG | 11,744 | $3.45M | 0.24% | +1,018+9.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,911 | $3.50M | 0.09% | +1,026+9.4% | Added |
| Covenant Asset Management, LLC | 11,916 | $3.50M | 1.14% | +11,916 | New |
| B. Metzler seel. Sohn & Co. AG | 11,946 | $3.51M | 0.05% | −67−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.52M | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 12,000 | $3.52M | 0.16% | +12,000 | New |
| Vontobel Holding Ltd. | 12,009 | $3.52M | 0.03% | −5,054−29.6% | Reduced |