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 |
|---|---|---|---|---|---|
| KBC Group NV | 93,564 | $27.5M | 0.12% | +10,227+12.3% | Added |
| Great West Life Assurance Co | 92,881 | $27.3M | 0.07% | −801−0.9% | Reduced |
| Artemis Investment Management LLP | 92,321 | $27.0M | 0.33% | +92,321 | New |
| Covea Finance | 90,198 | $26.5M | 1.51% | +32,375+56.0% | Added |
| Susquehanna International Group, LLP | 89,814 | $26.4M | 0.04% | +17,405+24.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 89,748 | $26.3M | 0.14% | +64,089+249.8% | Added |
| Agf Management Ltd | 87,471 | $25.7M | 0.18% | −49,103−36.0% | Reduced |
| Boston Family Office LLC | 86,195 | $25.3M | 2.03% | −275−0.3% | Reduced |
| Voya Investment Management LLC | 83,799 | $24.6M | 0.03% | +7,660+10.1% | Added |
| Tocqueville Asset Management L.P. | 83,174 | $24.4M | 0.46% | −695−0.8% | Reduced |
| Federated Hermes, Inc. | 82,254 | $24.1M | 0.06% | +81,639+13,274.6% | Added |
| LPL Financial LLC | 81,832 | $24.0M | 0.02% | +1,368+1.7% | Added |
| Manufacturers Life Insurance Company, The | 80,761 | $23.7M | 0.01% | −2,869−3.4% | Reduced |
| SEI Investments Co | 80,632 | $23.7M | 0.04% | +35,652+79.3% | Added |
| Davis R M Inc | 80,102 | $23.5M | 0.60% | −3,100−3.7% | Reduced |
| Prudential Financial Inc | 100,653 | $23.5M | 0.04% | +2,041+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,879 | $23.4M | 0.11% | +3,493+4.6% | Added |
| Raymond James & Associates | 78,200 | $22.9M | 0.02% | +1,070+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 77,355 | $22.7M | 0.90% | +4,153+5.7% | Added |
| Confluence Investment Management LLC | 76,891 | $22.6M | 0.33% | +991+1.3% | Added |
| Truist Financial Corp | 76,875 | $22.6M | 0.04% | +1,118+1.5% | Added |
| Pinebridge Investments, L.P. | 74,665 | $21.9M | 0.25% | +12,181+19.5% | Added |
| Exchange Traded Concepts, LLC | 72,769 | $21.4M | 0.59% | −2,147−2.9% | Reduced |
| Standard Life Aberdeen plc | 70,941 | $20.8M | 0.05% | +5,977+9.2% | Added |
| Storebrand Asset Management AS | 70,220 | $20.6M | 0.10% | +5,589+8.6% | Added |
| Korea Investment CORP | 69,301 | $20.3M | 0.06% | −1,196−1.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 68,462 | $20.1M | 0.05% | +265+0.4% | Added |
| Trillium Asset Management, LLC | 70,161 | $20.0M | 0.59% | −1,301−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 67,934 | $19.9M | 0.04% | −10,084−12.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 67,239 | $19.7M | 0.08% | +649+1.0% | Added |
| State of New Jersey Common Pension Fund D | 66,857 | $19.6M | 0.07% | −1,004−1.5% | Reduced |
| Mariner, LLC | 66,541 | $19.5M | 0.06% | −5,320−7.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 64,129 | $18.8M | 0.29% | +180+0.3% | Added |
| Victory Capital Management Inc | 63,184 | $18.5M | 0.02% | −17,546−21.7% | Reduced |
| Somerville Kurt F | 62,568 | $18.4M | 3.35% | +320+0.5% | Added |
| State of Wisconsin Investment Board | 62,378 | $18.3M | 0.05% | −553−0.9% | Reduced |
| Granite Investment Partners, LLC | 60,751 | $17.8M | 0.74% | −27,417−31.1% | Reduced |
| Northwest & Ethical Investments L.P. | 60,498 | $17.8M | 0.59% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 58,946 | $17.3M | 0.04% | +345+0.6% | Added |
| Public Employees Retirement System of Ohio | 57,776 | $17.0M | 0.07% | −1,637−2.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 57,302 | $16.8M | 0.17% | +1,800+3.2% | Added |
| Pictet Asset Management SA | 56,621 | $16.6M | 0.02% | −1,440−2.5% | Reduced |
| North Star Asset Management Inc | 56,240 | $16.5M | 0.97% | +897+1.6% | Added |
| Baird Financial Group, Inc. | 54,006 | $15.8M | 0.04% | +4,739+9.6% | Added |
| Asset Management One Co.,Ltd. | 53,239 | $15.6M | 0.07% | +2,733+5.4% | Added |
| Treasurer of the State of North Carolina | 51,839 | $15.2M | 0.09% | +320+0.6% | Added |
| Baker Chad R | 51,610 | $15.1M | 3.85% | +940+1.9% | Added |
| Toronto Dominion Bank | 51,311 | $15.0M | 0.02% | −5,014−8.9% | Reduced |
| LMCG Investments, LLC | 48,255 | $14.2M | 0.94% | −367−0.8% | Reduced |
| Commerce Bank | 47,560 | $14.0M | 0.11% | +13,472+39.5% | Added |
| Franklin Street Advisors Inc | 46,032 | $13.5M | 1.23% | +38,202+487.9% | Added |
| Boston Private Wealth LLC | 45,750 | $13.4M | 0.19% | −5,167−10.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,514 | $13.4M | 0.04% | +697+1.6% | Added |
| Cabot Wealth Management Inc | 45,364 | $13.3M | 2.10% | −93−0.2% | Reduced |
| Nordea Investment Management AB | 45,772 | $13.3M | 0.02% | +30,348+196.8% | Added |
| Credit Agricole S A | 45,222 | $13.3M | 0.57% | 00.0% | Unchanged |
| Thematics Asset Management | 45,154 | $13.3M | 0.72% | 00.0% | Unchanged |
| Keybank National Association | 44,887 | $13.2M | 0.06% | −1,827−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 44,638 | $13.0M | 0.02% | −1,137−2.5% | Reduced |
| Teacher Retirement System of Texas | 44,102 | $12.9M | 0.09% | +15,634+54.9% | Added |
| Formuepleje A/S | 43,334 | $12.7M | 0.93% | −86−0.2% | Reduced |
| Congress Asset Management Co | 42,287 | $12.4M | 0.12% | −328−0.8% | Reduced |
| Royal London Asset Management Ltd | 40,444 | $11.9M | 0.05% | +459+1.1% | Added |
| Nomura Asset Management Co Ltd | 40,404 | $11.9M | 0.06% | +803+2.0% | Added |
| Sandler Capital Management | 40,033 | $11.7M | 1.93% | −15,416−27.8% | Reduced |
| GHP Investment Advisors, Inc. | 39,408 | $11.6M | 0.73% | +533+1.4% | Added |
| Schroder Investment Management Group | 39,345 | $11.5M | 0.02% | +1,083+2.8% | Added |
| Broderick Brian C | 39,332 | $11.5M | 3.24% | +38+0.1% | Added |
| TD Asset Management Inc | 38,140 | $11.2M | 0.01% | +438+1.2% | Added |
| Isthmus Partners, LLC | 38,027 | $11.2M | 1.57% | −193−0.5% | Reduced |
| Jane Street Group, LLC | 37,963 | $11.1M | 0.02% | −18,390−32.6% | Reduced |
| Flputnam Investment Management Co | 37,932 | $11.1M | 0.36% | −1,475−3.7% | Reduced |
| Bartlett & Co. LLC | 36,882 | $10.8M | 0.21% | −197−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 36,882 | $10.8M | 0.21% | −197−0.5% | Reduced |
| Squarepoint Ops LLC | 36,080 | $10.6M | 0.07% | +14,675+68.6% | Added |
| Synovus Financial Corp | 35,376 | $10.4M | 0.12% | −1,437−3.9% | Reduced |
| Taurus Asset Management, LLC | 35,340 | $10.4M | 1.27% | −493−1.4% | Reduced |
| American International Group, Inc. | 33,940 | $9.96M | 0.07% | +53+0.2% | Added |
| Retirement Systems of Alabama | 33,927 | $9.96M | 0.04% | −2,865−7.8% | Reduced |
| Peapack Gladstone Financial Corp | 34,114 | $9.93M | 0.19% | −405−1.2% | Reduced |
| Banque Pictet & Cie SA | 33,393 | $9.80M | 0.10% | −3,207−8.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,353 | $9.79M | 0.29% | +67+0.2% | Added |
| Envestnet Asset Management Inc | 33,270 | $9.76M | 0.00% | −695−2.0% | Reduced |
| M. Kraus & Co | 33,210 | $9.75M | 3.44% | −58−0.2% | Reduced |
| Rockland Trust Co | 33,094 | $9.71M | 0.61% | +1,420+4.5% | Added |
| Russell Investments Group, Ltd. | 33,331 | $9.71M | 0.02% | −3,112−8.5% | Reduced |
| Zacks Investment Management | 32,777 | $9.62M | 0.13% | +1,910+6.2% | Added |
| Brown Advisory Inc | 32,752 | $9.61M | 0.02% | +1,690+5.4% | Added |
| MetLife Investment Management | 32,718 | $9.60M | 0.07% | −360−1.1% | Reduced |
| Walleye Capital LLC | 32,484 | $9.53M | 0.19% | −42,537−56.7% | Reduced |
| USS Investment Management Ltd | 32,030 | $9.39M | 0.13% | +453+1.4% | Added |
| Janney Montgomery Scott LLC | 31,661 | $9.29M | 0.04% | −169−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 31,593 | $9.27M | 0.04% | +443+1.4% | Added |
| South State Corp. | 31,560 | $9.26M | 0.85% | +3,338+11.8% | Added |
| State of Michigan Retirement System | 31,513 | $9.25M | 0.06% | +300+1.0% | Added |
| Arizona State Retirement System | 31,358 | $9.20M | 0.08% | −95−0.3% | Reduced |
| Oppenheimer & Co Inc | 31,287 | $9.18M | 0.19% | −3,451−9.9% | Reduced |
| Kidder Stephen W | 30,828 | $9.05M | 3.15% | +80+0.3% | Added |
| Captrust Financial Advisors | 30,802 | $9.04M | 0.04% | +930+3.1% | Added |
| Amalgamated Bank | 30,762 | $9.03M | 0.08% | −24−0.1% | Reduced |