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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 12,984 | $3.81M | 0.09% | −3,912−23.2% | Reduced |
| Stratos Wealth Advisors, LLC | 12,900 | $3.79M | 0.29% | +7,516+139.6% | Added |
| Aviva PLC | 12,769 | $3.75M | 0.02% | −3,501−21.5% | Reduced |
| Everence Capital Management Inc | 12,698 | $3.73M | 0.30% | −1,110−8.0% | Reduced |
| Public Sector Pension Investment Board | 12,614 | $3.70M | 0.03% | −1,700−11.9% | Reduced |
| Capital International Ltd | 12,560 | $3.69M | 0.22% | +447+3.7% | Added |
| Page Arthur B | 12,554 | $3.68M | 3.45% | −38−0.3% | Reduced |
| Aigen Investment Management, LP | 12,366 | $3.63M | 0.50% | +12,366 | New |
| Pathstone Family Office, LLC | 12,104 | $3.62M | 0.06% | −2,824−18.9% | Reduced |
| Searle & Co. | 12,593 | $3.57M | 1.17% | 00.0% | Unchanged |
| Sandy Spring Bank | 12,146 | $3.56M | 0.20% | −208−1.7% | Reduced |
| Vontobel Holding Ltd. | 12,009 | $3.52M | 0.03% | −5,054−29.6% | Reduced |
| Cornerstone Advisors, LLC | 12,000 | $3.52M | 0.16% | +12,000 | New |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.52M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,946 | $3.51M | 0.05% | −67−0.6% | Reduced |
| Covenant Asset Management, LLC | 11,916 | $3.50M | 1.14% | +11,916 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,911 | $3.50M | 0.09% | +1,026+9.4% | Added |
| GAM Holding AG | 11,744 | $3.45M | 0.24% | +1,018+9.5% | Added |
| Gateway Investment Advisers LLC | 11,730 | $3.44M | 0.04% | −25−0.2% | Reduced |
| Los Angeles Capital Management LLC | 11,703 | $3.43M | 0.02% | +10,803+1,200.3% | Added |
| Mercer Global Advisors Inc | 11,694 | $3.43M | 0.02% | +463+4.1% | Added |
| Garrison Asset Management, LLC | 11,660 | $3.42M | 2.12% | −117−1.0% | Reduced |
| Northwest Investment Counselors, LLC | 11,447 | $3.36M | 0.94% | +945+9.0% | Added |
| Arosa Capital Management LP | 11,440 | $3.36M | 1.03% | −11,800−50.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 11,305 | $3.32M | 0.50% | 00.0% | Unchanged |
| Capital International Sarl | 11,291 | $3.31M | 0.17% | +1,770+18.6% | Added |
| Macquarie Group Ltd | 11,273 | $3.31M | 0.00% | −263−2.3% | Reduced |
| Private Advisor Group, LLC | 11,193 | $3.28M | 0.03% | +2,053+22.5% | Added |
| Dempze Nancy E | 11,182 | $3.28M | 2.98% | +279+2.6% | Added |
| Handelsinvest Investeringsforvaltning | 11,121 | $3.26M | 0.52% | +5,121+85.4% | Added |
| Scopus Asset Management, L.P. | 11,049 | $3.24M | 0.12% | +11,049 | New |
| Balyasny Asset Management LLC | 11,016 | $3.23M | 0.01% | +11,016 | New |
| Teachers Retirement System of the State of Kentucky | 10,843 | $3.18M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,866 | $3.18M | 0.04% | +1,327+13.9% | Added |
| PDT Partners, LLC | 10,713 | $3.14M | 0.43% | +725+7.3% | Added |
| Marketfield Asset Management LLC | 10,669 | $3.13M | 2.68% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,188 | $3.06M | 0.65% | −14,446−56.4% | Reduced |
| Point72 Middle East FZE | 10,292 | $3.02M | 0.17% | +9,477+1,162.8% | Added |
| British Columbia Investment Management Corp | 10,233 | $3.00M | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 10,230 | $3.00M | 0.20% | +10,230 | New |
| Connable Office Inc | 10,222 | $3.00M | 0.44% | +56+0.6% | Added |
| Ethic Inc. | 10,200 | $2.99M | 0.12% | +1,198+13.3% | Added |
| Smithbridge Asset Management Inc | 10,158 | $2.98M | 0.75% | +144+1.4% | Added |
| JustInvest LLC | 10,139 | $2.98M | 0.10% | +374+3.8% | Added |
| EFG Asset Management (North America) Corp. | 10,021 | $2.94M | 0.65% | +10,021 | New |
| NJ State Employees Deferred Compensation Plan | 10,000 | $2.93M | 0.45% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 9,996 | $2.93M | 0.25% | +2,506+33.5% | Added |
| Eukles Asset Management | 9,981 | $2.93M | 1.59% | −179−1.8% | Reduced |
| La Banque Postale Asset Management SA | 9,906 | $2.91M | 0.07% | −391−3.8% | Reduced |
| Brinker Capital Investments, LLC | 9,759 | $2.86M | 0.04% | +1,372+16.4% | Added |
| Orion Portfolio Solutions, LLC | 9,759 | $2.86M | 0.04% | +8,871+999.0% | Added |
| Prime Capital Investment Advisors, LLC | 9,749 | $2.86M | 0.12% | −18,600−65.6% | Reduced |
| Hartford Investment Management Co | 9,688 | $2.84M | 0.10% | +1,331+15.9% | Added |
| Ossiam | 9,630 | $2.83M | 0.06% | +8,166+557.8% | Added |
| Securian Asset Management, Inc | 9,548 | $2.80M | 0.07% | +100+1.1% | Added |
| Fiduciary Trust Co | 9,485 | $2.78M | 0.05% | +36+0.4% | Added |
| Westpac Banking Corp | 9,419 | $2.76M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,406 | $2.76M | 0.18% | +965+11.4% | Added |
| Amica Mutual Insurance Co | 9,271 | $2.72M | 0.30% | −2,805−23.2% | Reduced |
| Weil Company, Inc. | 9,239 | $2.71M | 1.23% | −936−9.2% | Reduced |
| BNC Wealth Management, LLC | 9,109 | $2.67M | 1.49% | −70−0.8% | Reduced |
| Maryland State Retirement & Pension System | 9,086 | $2.67M | 0.06% | +219+2.5% | Added |
| Kentucky Retirement Systems | 9,075 | $2.66M | 0.10% | −10.0% | Reduced |
| Riverbridge Partners LLC | 9,016 | $2.65M | 0.04% | −201−2.2% | Reduced |
| Advisory Services Network, LLC | 8,968 | $2.63M | 0.07% | +319+3.7% | Added |
| Oregon Public Employees Retirement Fund | 8,867 | $2.60M | 0.03% | +35+0.4% | Added |
| LGT Group Foundation | 8,836 | $2.59M | 0.07% | +8,836 | New |
| Front Row Advisors LLC | 8,771 | $2.57M | 1.23% | −75−0.8% | Reduced |
| Umb Bank N A | 8,743 | $2.57M | 0.04% | −146−1.6% | Reduced |
| CIBC World Markets Inc. | 8,694 | $2.55M | 0.01% | +618+7.7% | Added |
| Fayez Sarofim & Co | 8,648 | $2.54M | 0.01% | +4,819+125.9% | Added |
| Cohen Lawrence B | 8,477 | $2.49M | 1.67% | −374−4.2% | Reduced |
| American Century Companies Inc | 8,503 | $2.48M | 0.00% | +947+12.5% | Added |
| Pacer Advisors, Inc. | 8,377 | $2.46M | 0.01% | +7,103+557.5% | Added |
| Pinnacle Associates Ltd | 8,313 | $2.44M | 0.05% | +94+1.1% | Added |
| Tredje AP-fonden | 8,146 | $2.39M | 0.04% | +1,179+16.9% | Added |
| Glenmede Trust Co NA | 8,124 | $2.38M | 0.01% | −33,920−80.7% | Reduced |
| Nixon Peabody Trust Co | 8,019 | $2.35M | 1.65% | +760+10.5% | Added |
| Westport Asset Management Inc | 8,000 | $2.35M | 1.41% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,882 | $2.31M | 0.05% | −136−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,880 | $2.31M | 0.49% | −2,900−26.9% | Reduced |
| Guyasuta Investment Advisors Inc | 7,818 | $2.29M | 0.18% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,815 | $2.29M | 0.18% | −545−6.5% | Reduced |
| Advisor Partners II, LLC | 7,766 | $2.28M | 0.13% | +494+6.8% | Added |
| National Asset Management, Inc. | 7,597 | $2.23M | 0.06% | −1,268−14.3% | Reduced |
| Vectors Research Management, LLC | 7,545 | $2.21M | 0.57% | −64−0.8% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $2.20M | 0.06% | +100+1.4% | Added |
| LGT Fund Management Co Ltd. | 7,500 | $2.20M | 0.94% | +7,500 | New |
| Rafferty Asset Management, LLC | 7,486 | $2.20M | 0.01% | +430+6.1% | Added |
| Deane Retirement Strategies, Inc. | 7,434 | $2.18M | 1.20% | −13−0.2% | Reduced |
| Bank of Nova Scotia | 7,337 | $2.15M | 0.01% | −65,020−89.9% | Reduced |
| Wealthfront Advisers LLC | 7,328 | $2.15M | 0.01% | −50−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 7,198 | $2.11M | 0.03% | −16,185−69.2% | Reduced |
| HNP Capital LLC | 7,130 | $2.09M | 0.58% | −132−1.8% | Reduced |
| Wesbanco Bank Inc | 7,020 | $2.06M | 0.09% | −7−0.1% | Reduced |
| Tiaa, FSB | 6,944 | $2.04M | 0.01% | −399−5.4% | Reduced |
| PFG Advisors | 6,935 | $2.04M | 0.17% | −80−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,913 | $2.03M | 0.00% | −942−12.0% | Reduced |
| Capital International Inc | 6,908 | $2.03M | 0.04% | +67+1.0% | Added |
| HITE Hedge Asset Management LLC | 6,868 | $2.02M | 0.15% | +6,868 | New |