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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 759 | $215.0K | 0.06% | +759 | New |
| Enterprise Bank & Trust Co | 731 | $214.5K | 0.09% | +731 | New |
| Kohmann Bosshard Financial Services, LLC | 729 | $213.9K | 0.04% | +729 | New |
| Dearborn Partners LLC | 727 | $213.3K | 0.01% | −1,275−63.7% | Reduced |
| Dark Forest Capital Management LP | 724 | $212.5K | 0.05% | +724 | New |
| Oak Thistle LLC | 723 | $212.2K | 0.13% | +723 | New |
| Forum Financial Management, LP | 722 | $211.9K | 0.01% | +722 | New |
| Hills Bank & Trust Co | 717 | $210.4K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 715 | $209.8K | 0.03% | +715 | New |
| Pure Financial Advisors, Inc. | 712 | $208.9K | 0.01% | +712 | New |
| Hilltop Partners LLC | 711 | $208.5K | 0.09% | +711 | New |
| NWF Advisory Services Inc. | 630 | $207.4K | 0.05% | +630 | New |
| Nations Financial Group Inc, | 706 | $207.2K | 0.02% | +706 | New |
| Farmers & Merchants Trust Co of Long Beach | 702 | $206.0K | 0.06% | −98−12.3% | Reduced |
| Accredited Investors Inc. | 701 | $205.7K | 0.02% | +701 | New |
| Pittenger & Anderson Inc | 696 | $204.2K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $204.0K | 0.06% | +696 | New |
| Tevis Investment Management | 695 | $203.9K | 0.21% | +695 | New |
| Dynamic Technology Lab Private Ltd | 691 | $203.0K | 0.02% | +691 | New |
| Regal Investment Advisors LLC | 691 | $202.7K | 0.02% | −1,286−65.0% | Reduced |
| Global Retirement Partners, LLC | 720 | $200.7K | 0.01% | +253+54.2% | Added |
| EP Wealth Advisors, LLC | 10,145 | $197.9K | 0.00% | +5,163+103.6% | Added |
| TD Private Client Wealth LLC | 667 | $195.7K | 0.01% | −1,627−70.9% | Reduced |
| Lindbrook Capital, LLC | 661 | $194.0K | 0.02% | +182+38.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 658 | $193.1K | 0.00% | −43,860−98.5% | Reduced |
| EverSource Wealth Advisors, LLC | 646 | $189.8K | 0.02% | −75−10.4% | Reduced |
| Coombe, Bender & Co LLC | 608 | $178.4K | 0.14% | +75+14.1% | Added |
| Penserra Capital Management LLC | 607 | $177.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 600 | $176.1K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 560 | $164.3K | 0.01% | −268−32.4% | Reduced |
| Tobam | 558 | $164.0K | 0.01% | −118−17.5% | Reduced |
| McClarren Financial Advisors, Inc. | 546 | $160.0K | 0.15% | +2+0.4% | Added |
| Brown Brothers Harriman & Co | 534 | $156.7K | 0.00% | +18+3.5% | Added |
| City State Bank | 530 | $156.0K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 530 | $155.6K | 0.01% | +276+108.7% | Added |
| Tompkins Financial Corp | 516 | $151.4K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 509 | $149.2K | 0.06% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $146.7K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 509 | $146.3K | 0.02% | +509 | New |
| AlphaMark Advisors, LLC | 484 | $142.0K | 0.06% | +1+0.2% | Added |
| Ten Capital Wealth Advisors, LLC | 478 | $140.3K | 0.05% | +478 | New |
| Paloma Partners Management Co | 464 | $136.2K | 0.03% | −562−54.8% | Reduced |
| IFP Advisors, Inc | 1,214 | $133.7K | 0.01% | −2,249−64.9% | Reduced |
| Endurance Wealth Management, Inc. | 450 | $132.0K | 0.02% | +450 | New |
| Natixis Investment Managers International | 425 | $124.7K | 0.01% | −323−43.2% | Reduced |
| Assetmark, Inc | 422 | $123.8K | 0.00% | +21+5.2% | Added |
| Private Ocean, LLC | 419 | $123.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 417 | $122.4K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 414 | $121.5K | 0.03% | −12−2.8% | Reduced |
| Alta Advisers Ltd | 400 | $117.4K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $117.4K | 0.02% | +400 | New |
| Maj Invest Holding A/S | 400 | $117.0K | 0.00% | +400 | New |
| Householder Group Estate & Retirement Specialist, LLC | 395 | $116.0K | 0.04% | +395 | New |
| Whittier Trust Co of Nevada Inc | 376 | $110.3K | 0.00% | −52−12.1% | Reduced |
| American National Bank | 373 | $109.5K | 0.02% | +15+4.2% | Added |
| Asset Dedication, LLC | 361 | $107.0K | 0.01% | +75+26.2% | Added |
| First Command Bank | 361 | $105.9K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $105.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 339 | $99.5K | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 335 | $98.3K | 0.03% | +335 | New |
| Parkside Financial Bank & Trust | 313 | $91.9K | 0.02% | +60+23.7% | Added |
| True Wealth Design, LLC | 311 | $91.3K | 0.04% | −43−12.1% | Reduced |
| Hoese & Co LLP | 300 | $88.5K | 0.10% | 00.0% | Unchanged |
| Globeflex Capital L P | 300 | $88.0K | 0.01% | +300 | New |
| TCI Wealth Advisors, Inc. | 295 | $86.6K | 0.01% | −15−4.8% | Reduced |
| Colonial Trust Co | 300 | $86.3K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 292 | $86.0K | 0.03% | −43−12.8% | Reduced |
| Ellevest, Inc. | 287 | $84.2K | 0.01% | −21−6.8% | Reduced |
| Proequities, Inc. | 285 | $83.6K | 0.01% | +21+8.0% | Added |
| Kenfarb & Co. | 277 | $81.3K | 0.07% | −33−10.6% | Reduced |
| Farther Finance Advisors, LLC | 276 | $81.0K | 0.02% | +72+35.3% | Added |
| Glassman Wealth Services | 268 | $78.6K | 0.01% | +8+3.1% | Added |
| Magellan Asset Management Ltd | 268 | $78.6K | 0.00% | +34+14.5% | Added |
| Resurgent Financial Advisors LLC | 265 | $77.8K | 0.05% | −363−57.8% | Reduced |
| Versant Capital Management, Inc | 262 | $76.9K | 0.03% | −2−0.8% | Reduced |
| Coastal Capital Group, Inc. | 261 | $76.5K | 0.02% | +2+0.8% | Added |
| New England Capital Financial Advisors LLC | 250 | $73.5K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $73.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $73.4K | 0.01% | +250 | New |
| BerganKDV Wealth Management, LLC | 249 | $73.1K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $72.8K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 244 | $71.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 240 | $70.4K | 0.03% | +64+36.4% | Added |
| Spire Wealth Management | 235 | $69.0K | 0.00% | +54+29.8% | Added |
| CVA Family Office, LLC | 235 | $69.0K | 0.02% | +5+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 229 | $67.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 224 | $66.0K | 0.02% | +107+91.5% | Added |
| Legend Financial Advisors, Inc. | 215 | $63.1K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 246 | $63.0K | 0.00% | −1,643−87.0% | Reduced |
| West Branch Capital LLC | 213 | $62.5K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $62.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $58.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $58.7K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $58.7K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $58.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 196 | $57.5K | 0.00% | −12−5.8% | Reduced |
| Monetary Management Group Inc | 195 | $57.2K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 191 | $56.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 189 | $55.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 185 | $54.3K | 0.01% | −63−25.4% | Reduced |