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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 12,146 | $3.56M | 0.20% | −208−1.7% | Reduced |
| Searle & Co. | 12,593 | $3.57M | 1.17% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,104 | $3.62M | 0.06% | −2,824−18.9% | Reduced |
| Aigen Investment Management, LP | 12,366 | $3.63M | 0.50% | +12,366 | New |
| Page Arthur B | 12,554 | $3.68M | 3.45% | −38−0.3% | Reduced |
| Capital International Ltd | 12,560 | $3.69M | 0.22% | +447+3.7% | Added |
| Public Sector Pension Investment Board | 12,614 | $3.70M | 0.03% | −1,700−11.9% | Reduced |
| Everence Capital Management Inc | 12,698 | $3.73M | 0.30% | −1,110−8.0% | Reduced |
| Aviva PLC | 12,769 | $3.75M | 0.02% | −3,501−21.5% | Reduced |
| Stratos Wealth Advisors, LLC | 12,900 | $3.79M | 0.29% | +7,516+139.6% | Added |
| Gotham Asset Management, LLC | 12,984 | $3.81M | 0.09% | −3,912−23.2% | Reduced |
| Papp L Roy & Associates | 13,196 | $3.87M | 0.52% | −575−4.2% | Reduced |
| Tradewinds, LLC. | 13,466 | $3.95M | 2.39% | +13,466 | New |
| Beese Fulmer Investment Management, Inc. | 13,494 | $3.96M | 0.45% | −248−1.8% | Reduced |
| Czech National Bank | 13,522 | $3.97M | 0.10% | +79+0.6% | Added |
| Nissay Asset Management Corp | 13,533 | $3.97M | 0.04% | −516−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,550 | $3.98M | 0.36% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 13,579 | $3.98M | 0.25% | +2,445+22.0% | Added |
| Bill Few Associates, Inc. | 13,860 | $4.07M | 2.26% | −3,860−21.8% | Reduced |
| Ieq Capital, LLC | 14,049 | $4.12M | 0.10% | +2,778+24.6% | Added |
| Regal Wealth Group, Inc. | 15,038 | $4.13M | 2.93% | −42−0.3% | Reduced |
| Voloridge Investment Management, LLC | 14,144 | $4.15M | 0.02% | +14,144 | New |
| Cetera Advisor Networks LLC | 14,332 | $4.21M | 0.03% | +4,990+53.4% | Added |
| Weatherly Asset Management L. P. | 14,505 | $4.26M | 0.55% | −280−1.9% | Reduced |
| Garland Capital Management Inc | 14,586 | $4.28M | 2.91% | −924−6.0% | Reduced |
| Delaney Dennis R | 14,845 | $4.36M | 3.71% | +9+0.1% | Added |
| Robocap Asset Management Ltd | 14,924 | $4.38M | 5.17% | +14,924 | New |
| Jefferies Financial Group Inc. | 15,060 | $4.42M | 0.09% | +15,060 | New |
| Gulf International Bank (UK) Ltd | 15,137 | $4.44M | 0.09% | −3,983−20.8% | Reduced |
| National Bank of Canada | 15,176 | $4.45M | 0.01% | +3,955+35.2% | Added |
| Albar Capital Ltd | 15,194 | $4.46M | 0.84% | +15,194 | New |
| TD Waterhouse Canada Inc. | 12,148 | $4.48M | 0.05% | +12,082+18,306.1% | Added |
| Northwestern Mutual Wealth Management Co | 15,323 | $4.50M | 0.01% | +4,659+43.7% | Added |
| Chemung Canal Trust Co | 15,650 | $4.59M | 1.06% | +113+0.7% | Added |
| Woodline Partners LP | 15,851 | $4.65M | 0.07% | +15,851 | New |
| Ninety One North America, Inc. | 16,136 | $4.74M | 0.21% | +422+2.7% | Added |
| Venture Visionary Partners LLC | 16,140 | $4.74M | 0.30% | +2,495+18.3% | Added |
| Whitener Capital Management, Inc. | 16,142 | $4.74M | 1.98% | −470−2.8% | Reduced |
| Bradley Mark J. | 16,194 | $4.75M | 3.45% | +1,940+13.6% | Added |
| Davis-Rea Ltd. | 16,256 | $4.77M | 2.88% | −306−1.8% | Reduced |
| Mutual of America Capital Management LLC | 16,470 | $4.83M | 0.06% | +17+0.1% | Added |
| Yousif Capital Management, LLC | 16,576 | $4.86M | 0.06% | −654−3.8% | Reduced |
| Americana Partners, LLC | 16,659 | $4.89M | 0.77% | −95−0.6% | Reduced |
| CIBC Asset Management Inc | 16,847 | $4.94M | 0.02% | +266+1.6% | Added |
| Desjardins Global Asset Management Inc. | 16,883 | $4.95M | 0.62% | +6,596+64.1% | Added |
| Farmers & Merchants Investments Inc | 16,889 | $4.96M | 0.20% | +431+2.6% | Added |
| ProShare Advisors LLC | 17,030 | $5.00M | 0.02% | +2,793+19.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,147 | $5.03M | 0.02% | −838−4.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 17,231 | $5.06M | 0.01% | −2,800−14.0% | Reduced |
| Daiwa Securities Group Inc. | 17,236 | $5.06M | 0.04% | −21,648−55.7% | Reduced |
| First American Trust, FSB | 17,375 | $5.10M | 0.76% | +14+0.1% | Added |
| Swiss Life Asset Management Ltd | 17,390 | $5.10M | 0.08% | +3,613+26.2% | Added |
| Hall Laurie J Trustee | 17,734 | $5.20M | 2.22% | +145+0.8% | Added |
| State of Tennessee, Treasury Department | 17,927 | $5.26M | 0.02% | +588+3.4% | Added |
| KWMG, LLC | 18,131 | $5.32M | 0.72% | +148+0.8% | Added |
| Rodgers Brothers Inc. | 18,171 | $5.33M | 1.02% | −500−2.7% | Reduced |
| State of Alaska, Department of Revenue | 18,256 | $5.36M | 0.06% | −287−1.5% | Reduced |
| Abn Amro Investment Solutions | 18,419 | $5.41M | 0.11% | +18,419 | New |
| First Republic Investment Management, Inc. | 18,486 | $5.42M | 0.01% | −3,366−15.4% | Reduced |
| Renaissance Investment Group LLC | 18,559 | $5.45M | 1.53% | +5,233+39.3% | Added |
| New York Life Investment Management LLC | 18,724 | $5.49M | 0.06% | −33−0.2% | Reduced |
| M&T Bank Corp | 18,750 | $5.50M | 0.02% | +142+0.8% | Added |
| Lipe & Dalton | 18,823 | $5.52M | 3.16% | −550−2.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,905 | $5.55M | 0.12% | +10,501+125.0% | Added |
| Richard C. Young & CO., LTD. | 19,279 | $5.66M | 0.78% | −799−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,458 | $5.71M | 0.05% | +45+0.2% | Added |
| Canada Pension Plan Investment Board | 19,560 | $5.74M | 0.01% | −7,272−27.1% | Reduced |
| Fifth Third Bancorp | 19,570 | $5.74M | 0.03% | +7,666+64.4% | Added |
| Unigestion Holding SA | 20,236 | $5.82M | 0.32% | −4,828−19.3% | Reduced |
| Utah Retirement Systems | 20,434 | $6.00M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 21,303 | $6.25M | 0.01% | +15,872+292.2% | Added |
| IFM Investors Pty Ltd | 21,773 | $6.39M | 0.10% | +658+3.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 22,200 | $6.51M | 0.16% | +752+3.5% | Added |
| AXA S.A. | 22,342 | $6.56M | 0.02% | −18,783−45.7% | Reduced |
| Xponance, Inc. | 22,418 | $6.58M | 0.10% | +311+1.4% | Added |
| D.A. Davidson & Co. | 22,780 | $6.68M | 0.08% | −355−1.5% | Reduced |
| Millennium Management LLC | 22,867 | $6.71M | 0.01% | −65,661−74.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,093 | $6.78M | 0.18% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 23,129 | $6.79M | 0.95% | −2,746−10.6% | Reduced |
| Andra AP-fonden | 23,200 | $6.81M | 0.18% | +2,200+10.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,271 | $6.83M | 0.12% | +271+1.2% | Added |
| Forsta Ap-Fonden | 23,300 | $6.84M | 0.08% | −4,500−16.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,723 | $6.96M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 23,861 | $7.00M | 0.02% | +23,061+2,882.6% | Added |
| Texas Permanent School Fund | 23,930 | $7.02M | 0.07% | +7,613+46.7% | Added |
| Kestra Advisory Services, LLC | 24,048 | $7.06M | 0.08% | −85−0.4% | Reduced |
| Portland Global Advisors LLC | 24,381 | $7.16M | 1.22% | +149+0.6% | Added |
| Fund Management at Engine No. 1 LLC | 24,551 | $7.20M | 1.45% | +2,482+11.2% | Added |
| Assenagon Asset Management S.A. | 24,668 | $7.24M | 0.03% | +15,944+182.8% | Added |
| Mackenzie Financial Corp | 24,864 | $7.30M | 0.01% | +741+3.1% | Added |
| Notis-McConarty Edward | 24,968 | $7.33M | 2.91% | −335−1.3% | Reduced |
| Cerity Partners LLC | 11,327 | $7.50M | 0.03% | +658+6.2% | Added |
| Polar Capital Holdings Plc | 25,598 | $7.51M | 0.06% | +5,890+29.9% | Added |
| Heron Bay Capital Management | 25,728 | $7.55M | 2.93% | +1,072+4.3% | Added |
| Creative Planning | 25,800 | $7.57M | 0.01% | −39−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 25,864 | $7.59M | 0.06% | −315−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 25,929 | $7.61M | 2.21% | −127−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,181 | $7.68M | 0.05% | −3,084−10.5% | Reduced |
| Natixis Advisors, L.P. | 26,249 | $7.70M | 0.03% | +3,927+17.6% | Added |
| Advisors Asset Management, Inc. | 26,288 | $7.71M | 0.16% | −3,821−12.7% | Reduced |