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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 29,735 | $8.73M | 0.02% | −825−2.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 29,497 | $8.66M | 0.36% | +40+0.1% | Added |
| Puzo Michael J | 29,397 | $8.63M | 2.88% | +1,868+6.8% | Added |
| Norinchukin Bank, The | 29,350 | $8.61M | 0.17% | +212+0.7% | Added |
| Core Wealth Partners LLC | 29,238 | $8.58M | 8.62% | +29,238 | New |
| Raymond James Financial Services Advisors, Inc. | 29,161 | $8.56M | 0.02% | −6,118−17.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,695 | $8.42M | 0.11% | −800−2.7% | Reduced |
| Azimuth Capital Investment Management LLC | 28,188 | $8.27M | 0.41% | −435−1.5% | Reduced |
| Moreno Evelyn V | 27,592 | $8.10M | 1.84% | −461−1.6% | Reduced |
| Boston Trust Walden Corp | 27,585 | $8.09M | 0.07% | −160−0.6% | Reduced |
| AMF Pensionsforsakring AB | 27,031 | $7.94M | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 26,288 | $7.71M | 0.16% | −3,821−12.7% | Reduced |
| Natixis Advisors, L.P. | 26,249 | $7.70M | 0.03% | +3,927+17.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 26,181 | $7.68M | 0.05% | −3,084−10.5% | Reduced |
| Cyrus J. Lawrence, LLC | 25,929 | $7.61M | 2.21% | −127−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 25,864 | $7.59M | 0.06% | −315−1.2% | Reduced |
| Creative Planning | 25,800 | $7.57M | 0.01% | −39−0.2% | Reduced |
| Heron Bay Capital Management | 25,728 | $7.55M | 2.93% | +1,072+4.3% | Added |
| Polar Capital Holdings Plc | 25,598 | $7.51M | 0.06% | +5,890+29.9% | Added |
| Cerity Partners LLC | 11,327 | $7.50M | 0.03% | +658+6.2% | Added |
| Notis-McConarty Edward | 24,968 | $7.33M | 2.91% | −335−1.3% | Reduced |
| Mackenzie Financial Corp | 24,864 | $7.30M | 0.01% | +741+3.1% | Added |
| Assenagon Asset Management S.A. | 24,668 | $7.24M | 0.03% | +15,944+182.8% | Added |
| Fund Management at Engine No. 1 LLC | 24,551 | $7.20M | 1.45% | +2,482+11.2% | Added |
| Portland Global Advisors LLC | 24,381 | $7.16M | 1.22% | +149+0.6% | Added |
| Kestra Advisory Services, LLC | 24,048 | $7.06M | 0.08% | −85−0.4% | Reduced |
| Texas Permanent School Fund | 23,930 | $7.02M | 0.07% | +7,613+46.7% | Added |
| Marshall Wace, LLP | 23,861 | $7.00M | 0.02% | +23,061+2,882.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,723 | $6.96M | 0.08% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 23,300 | $6.84M | 0.08% | −4,500−16.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,271 | $6.83M | 0.12% | +271+1.2% | Added |
| Andra AP-fonden | 23,200 | $6.81M | 0.18% | +2,200+10.5% | Added |
| Telos Capital Management, Inc. | 23,129 | $6.79M | 0.95% | −2,746−10.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,093 | $6.78M | 0.18% | 00.0% | Unchanged |
| Millennium Management LLC | 22,867 | $6.71M | 0.01% | −65,661−74.2% | Reduced |
| D.A. Davidson & Co. | 22,780 | $6.68M | 0.08% | −355−1.5% | Reduced |
| Xponance, Inc. | 22,418 | $6.58M | 0.10% | +311+1.4% | Added |
| AXA S.A. | 22,342 | $6.56M | 0.02% | −18,783−45.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 22,200 | $6.51M | 0.16% | +752+3.5% | Added |
| IFM Investors Pty Ltd | 21,773 | $6.39M | 0.10% | +658+3.1% | Added |
| First Trust Advisors LP | 21,303 | $6.25M | 0.01% | +15,872+292.2% | Added |
| Utah Retirement Systems | 20,434 | $6.00M | 0.09% | 00.0% | Unchanged |
| Unigestion Holding SA | 20,236 | $5.82M | 0.32% | −4,828−19.3% | Reduced |
| Fifth Third Bancorp | 19,570 | $5.74M | 0.03% | +7,666+64.4% | Added |
| Canada Pension Plan Investment Board | 19,560 | $5.74M | 0.01% | −7,272−27.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,458 | $5.71M | 0.05% | +45+0.2% | Added |
| Richard C. Young & CO., LTD. | 19,279 | $5.66M | 0.78% | −799−4.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,905 | $5.55M | 0.12% | +10,501+125.0% | Added |
| Lipe & Dalton | 18,823 | $5.52M | 3.16% | −550−2.8% | Reduced |
| M&T Bank Corp | 18,750 | $5.50M | 0.02% | +142+0.8% | Added |
| New York Life Investment Management LLC | 18,724 | $5.49M | 0.06% | −33−0.2% | Reduced |
| Renaissance Investment Group LLC | 18,559 | $5.45M | 1.53% | +5,233+39.3% | Added |
| First Republic Investment Management, Inc. | 18,486 | $5.42M | 0.01% | −3,366−15.4% | Reduced |
| Abn Amro Investment Solutions | 18,419 | $5.41M | 0.11% | +18,419 | New |
| State of Alaska, Department of Revenue | 18,256 | $5.36M | 0.06% | −287−1.5% | Reduced |
| Rodgers Brothers Inc. | 18,171 | $5.33M | 1.02% | −500−2.7% | Reduced |
| KWMG, LLC | 18,131 | $5.32M | 0.72% | +148+0.8% | Added |
| State of Tennessee, Treasury Department | 17,927 | $5.26M | 0.02% | +588+3.4% | Added |
| Hall Laurie J Trustee | 17,734 | $5.20M | 2.22% | +145+0.8% | Added |
| Swiss Life Asset Management Ltd | 17,390 | $5.10M | 0.08% | +3,613+26.2% | Added |
| First American Trust, FSB | 17,375 | $5.10M | 0.76% | +14+0.1% | Added |
| Daiwa Securities Group Inc. | 17,236 | $5.06M | 0.04% | −21,648−55.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 17,231 | $5.06M | 0.01% | −2,800−14.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,147 | $5.03M | 0.02% | −838−4.7% | Reduced |
| ProShare Advisors LLC | 17,030 | $5.00M | 0.02% | +2,793+19.6% | Added |
| Farmers & Merchants Investments Inc | 16,889 | $4.96M | 0.20% | +431+2.6% | Added |
| Desjardins Global Asset Management Inc. | 16,883 | $4.95M | 0.62% | +6,596+64.1% | Added |
| CIBC Asset Management Inc | 16,847 | $4.94M | 0.02% | +266+1.6% | Added |
| Americana Partners, LLC | 16,659 | $4.89M | 0.77% | −95−0.6% | Reduced |
| Yousif Capital Management, LLC | 16,576 | $4.86M | 0.06% | −654−3.8% | Reduced |
| Mutual of America Capital Management LLC | 16,470 | $4.83M | 0.06% | +17+0.1% | Added |
| Davis-Rea Ltd. | 16,256 | $4.77M | 2.88% | −306−1.8% | Reduced |
| Bradley Mark J. | 16,194 | $4.75M | 3.45% | +1,940+13.6% | Added |
| Whitener Capital Management, Inc. | 16,142 | $4.74M | 1.98% | −470−2.8% | Reduced |
| Venture Visionary Partners LLC | 16,140 | $4.74M | 0.30% | +2,495+18.3% | Added |
| Ninety One North America, Inc. | 16,136 | $4.74M | 0.21% | +422+2.7% | Added |
| Woodline Partners LP | 15,851 | $4.65M | 0.07% | +15,851 | New |
| Chemung Canal Trust Co | 15,650 | $4.59M | 1.06% | +113+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 15,323 | $4.50M | 0.01% | +4,659+43.7% | Added |
| TD Waterhouse Canada Inc. | 12,148 | $4.48M | 0.05% | +12,082+18,306.1% | Added |
| Albar Capital Ltd | 15,194 | $4.46M | 0.84% | +15,194 | New |
| National Bank of Canada | 15,176 | $4.45M | 0.01% | +3,955+35.2% | Added |
| Gulf International Bank (UK) Ltd | 15,137 | $4.44M | 0.09% | −3,983−20.8% | Reduced |
| Jefferies Financial Group Inc. | 15,060 | $4.42M | 0.09% | +15,060 | New |
| Robocap Asset Management Ltd | 14,924 | $4.38M | 5.17% | +14,924 | New |
| Delaney Dennis R | 14,845 | $4.36M | 3.71% | +9+0.1% | Added |
| Garland Capital Management Inc | 14,586 | $4.28M | 2.91% | −924−6.0% | Reduced |
| Weatherly Asset Management L. P. | 14,505 | $4.26M | 0.55% | −280−1.9% | Reduced |
| Cetera Advisor Networks LLC | 14,332 | $4.21M | 0.03% | +4,990+53.4% | Added |
| Voloridge Investment Management, LLC | 14,144 | $4.15M | 0.02% | +14,144 | New |
| Regal Wealth Group, Inc. | 15,038 | $4.13M | 2.93% | −42−0.3% | Reduced |
| Ieq Capital, LLC | 14,049 | $4.12M | 0.10% | +2,778+24.6% | Added |
| Bill Few Associates, Inc. | 13,860 | $4.07M | 2.26% | −3,860−21.8% | Reduced |
| Edge Capital Group, LLC | 13,579 | $3.98M | 0.25% | +2,445+22.0% | Added |
| Dorsey & Whitney Trust CO LLC | 13,550 | $3.98M | 0.36% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 13,533 | $3.97M | 0.04% | −516−3.7% | Reduced |
| Czech National Bank | 13,522 | $3.97M | 0.10% | +79+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 13,494 | $3.96M | 0.45% | −248−1.8% | Reduced |
| Tradewinds, LLC. | 13,466 | $3.95M | 2.39% | +13,466 | New |
| Papp L Roy & Associates | 13,196 | $3.87M | 0.52% | −575−4.2% | Reduced |