Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2023: 1,113 institutions

Value heldQ1 2023: $27.0B

Institutions holding ROK and their total value by quarter
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.

Institutions holding ROK in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Motco	182	$53.4K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	181	$53.1K	0.03%	−11−5.7%	Reduced
IAG Wealth Partners, LLC	171	$50.2K	0.01%	00.0%	Unchanged
Deseret Mutual Benefit Administrators	170	$49.9K	0.02%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	160	$47.0K	0.02%	00.0%	Unchanged
SRS Capital Advisors, Inc.	150	$44.0K	0.01%	+1+0.7%	Added
Silicon Valley Capital Partners	144	$42.3K	0.01%	+144	New
Laurel Wealth Advisors LLC	141	$41.4K	0.01%	+141	New
Tilia Fiduciary Partners, Inc.	136	$40.0K	0.04%	00.0%	Unchanged
Bell Investment Advisors, Inc	134	$39.3K	0.01%	+6+4.7%	Added
Livforsakringsbolaget Skandia, Omsesidigt	134	$39.3K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	129	$37.9K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	129	$37.9K	0.01%	+129	New
BDO Wealth Advisors, LLC	127	$37.3K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	125	$36.7K	0.00%	−362−74.3%	Reduced
Fortis Capital Advisors, LLC	125	$36.7K	0.02%	+125	New
Pathway Financial Advisers, LLC	123	$36.0K	0.01%	+1+0.8%	Added
Community Bank, N.A.	120	$35.2K	0.00%	−35−22.6%	Reduced
Cary Street Partner Investment Advisory LLC	115	$33.7K	0.00%	+78+210.8%	Added
Financial Perspectives, Inc	112	$32.9K	0.02%	00.0%	Unchanged
Paladin Advisory Group, LLC	105	$30.8K	0.03%	+105	New
Altshuler Shaham Ltd	100	$29.3K	0.00%	−76−43.2%	Reduced
Pinnacle Financial Partners Inc	100	$29.3K	0.00%	00.0%	Unchanged
Knuff & Co LLC	100	$29.3K	0.01%	00.0%	Unchanged
Lumature Wealth Partners, LLC	100	$29.3K	0.02%	00.0%	Unchanged
New Hampshire Trust	100	$29.3K	0.01%	00.0%	Unchanged
Lee Financial Co	99	$29.1K	0.00%	+35+54.7%	Added
First Manhattan Co	94	$27.6K	0.00%	−31−24.8%	Reduced
Wolff Wiese Magana LLC	91	$26.7K	0.02%	00.0%	Unchanged
Essex Investment Management Co LLC	90	$26.4K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	86	$25.2K	0.00%	+6+7.5%	Added
HighMark Wealth Management LLC	85	$25.0K	0.02%	00.0%	Unchanged
Covestor Ltd	81	$24.0K	0.02%	−111−57.8%	Reduced
MV Capital Management, Inc.	78	$22.9K	0.00%	+6+8.3%	Added
Sugarloaf Wealth Management, LLC	75	$22.2K	0.01%	−1−1.3%	Reduced
Johnson Financial Group, Inc.	75	$22.0K	0.00%	+75	New
Raleigh Capital Management Inc.	73	$21.3K	0.01%	+16+28.1%	Added
West Paces Advisors Inc.	72	$21.1K	0.01%	00.0%	Unchanged
New Millennium Group LLC	71	$20.8K	0.02%	00.0%	Unchanged
Park Place Capital Corp	71	$20.8K	0.01%	+6+9.2%	Added
Glen Eagle Advisors, LLC	69	$20.2K	0.01%	+14+25.5%	Added
Capital Advisors, Ltd. LLC	67	$20.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	65	$19.1K	0.01%	+1+1.6%	Added
Riverview Trust Co	64	$18.8K	0.02%	00.0%	Unchanged
Ancora Advisors, LLC	62	$18.2K	0.00%	−2−3.1%	Reduced
GPS Wealth Strategies Group, LLC	62	$18.2K	0.00%	+62	New
CNB Bank	55	$16.1K	0.01%	+19+52.8%	Added
Maryland Capital Advisors Inc.	50	$14.7K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	49	$14.4K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$14.4K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	50	$14.2K	0.00%	00.0%	Unchanged
Quarry LP	47	$13.8K	0.01%	+17+56.7%	Added
Earnest Partners LLC	46	$13.5K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	46	$13.5K	0.00%	+42+1,050.0%	Added
Arcadia Investment Management Corp	45	$13.2K	0.00%	00.0%	Unchanged
Arlington Partners LLC	45	$13.2K	0.00%	−97−68.3%	Reduced
Core Alternative Capital	43	$12.6K	0.00%	+15+53.6%	Added
Creative Financial Designs Inc	40	$11.7K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	40	$11.7K	0.01%	00.0%	Unchanged
Atlantic Trust, LLC	40	$11.7K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	39	$11.4K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	39	$11.4K	0.01%	00.0%	Unchanged
Baker Avenue Asset Management, LP	38	$11.2K	0.00%	−1−2.6%	Reduced
Sutton Wealth Advisors Inc.	37	$10.9K	0.01%	−2−5.1%	Reduced
Schubert & Co	35	$10.3K	0.01%	−1−2.8%	Reduced
TD Ameritrade Investment Management, LLC	33	$10.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	32	$9.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	30	$8.80K	0.00%	−24−44.4%	Reduced
Mine & Arao Wealth Creation & Management, LLC.	26	$7.63K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$7.34K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	23	$6.75K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	22	$6.46K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	20	$5.87K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	20	$5.87K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	19	$5.48K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	18	$5.28K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	18	$5.28K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	18	$5.28K	0.00%	+18	New
TD Capital Management LLC	17	$5.01K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	17	$4.99K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	16	$4.70K	0.00%	+3+23.1%	Added
Investors Research Corp	15	$4.40K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	13	$3.81K	0.00%	+13	New
Ridgewood Investments LLC	13	$3.67K	0.00%	+13	New
Abound Wealth Management	12	$3.53K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	12	$3.52K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$3.52K	0.00%	+12	New
Tortoise Investment Management, LLC	11	$3.23K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	10	$2.94K	0.00%	−195−95.1%	Reduced
Atwood & Palmer Inc	10	$2.94K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	10	$2.93K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	9	$2.64K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	9	$2.64K	0.00%	+9	New
Newbridge Financial Services Group, Inc.	9	$2.64K	0.00%	−2−18.2%	Reduced
Point72 Asset Management, L.P.	8	$2.35K	0.00%	+8	New
Manchester Capital Management LLC	7	$2.06K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	6	$1.76K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	6	$1.61K	0.00%	+1+20.0%	Added
ING Groep NV	5	$1.47K	0.00%	−1,121−99.6%	Reduced
Bogart Wealth, LLC	5	$1.47K	0.00%	−5−50.0%	Reduced