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 |
|---|---|---|---|---|---|
| Benedict Financial Advisors Inc | 6,826 | $2.00M | 0.56% | −53−0.8% | Reduced |
| Duality Advisers, LP | 6,758 | $1.98M | 0.22% | −1,382−17.0% | Reduced |
| Regions Financial Corp | 6,621 | $1.94M | 0.02% | +1,264+23.6% | Added |
| Scotia Capital Inc. | 6,524 | $1.91M | 0.01% | +4,729+263.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,467 | $1.90M | 0.03% | −144−2.2% | Reduced |
| Diametric Capital, LP | 6,422 | $1.88M | 0.91% | +1,847+40.4% | Added |
| Quantamental Technologies LLC | 6,384 | $1.87M | 1.01% | +6,384 | New |
| CM Wealth Advisors LLC | 6,810 | $1.84M | 0.36% | +6,810 | New |
| Bowen Hanes & Co Inc | 6,261 | $1.84M | 0.06% | −1,675−21.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,182 | $1.81M | 0.03% | −27−0.4% | Reduced |
| Wetherby Asset Management Inc | 6,015 | $1.77M | 0.10% | +27+0.5% | Added |
| Peak Financial Advisors LLC | 5,940 | $1.74M | 1.47% | −3,462−36.8% | Reduced |
| Connolly Sarah T. | 5,931 | $1.74M | 1.10% | −918−13.4% | Reduced |
| Vigilant Capital Management, LLC | 5,904 | $1.73M | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,905 | $1.73M | 0.01% | −21,239−78.2% | Reduced |
| Bokf, NA | 5,879 | $1.73M | 0.04% | +3,917+199.6% | Added |
| Koshinski Asset Management, Inc. | 5,878 | $1.73M | 0.17% | −58−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,864 | $1.72M | 0.05% | −171−2.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,841 | $1.71M | 0.00% | +5,841 | New |
| Journey Advisory Group, LLC | 5,823 | $1.71M | 0.27% | +1,500+34.7% | Added |
| CIBC World Markets Corp | 5,804 | $1.70M | 0.03% | −7,698−57.0% | Reduced |
| Charter Trust Co | 5,777 | $1.70M | 0.13% | −720−11.1% | Reduced |
| Gardner Lewis Asset Management L P | 5,773 | $1.69M | 0.60% | +5,773 | New |
| Sit Investment Associates Inc | 5,755 | $1.69M | 0.05% | −75−1.3% | Reduced |
| Carret Asset Management, LLC | 5,744 | $1.69M | 0.23% | +1,404+32.4% | Added |
| WoodTrust Financial Corp | 5,695 | $1.67M | 0.32% | +250+4.6% | Added |
| Guggenheim Capital LLC | 5,608 | $1.65M | 0.01% | +202+3.7% | Added |
| Elmwood Wealth Management, Inc. | 5,557 | $1.63M | 0.77% | +10.0% | Added |
| Darwin Advisors, LLC | 5,695 | $1.58M | 0.43% | +5,695 | New |
| EFG Asset Management (Americas) Corp. | 5,377 | $1.58M | 0.38% | +5,377 | New |
| MML Investors Services, LLC | 5,326 | $1.56M | 0.01% | −466−8.0% | Reduced |
| New Mexico Educational Retirement Board | 5,276 | $1.55M | 0.08% | −200−3.7% | Reduced |
| First Foundation Advisors | 5,253 | $1.54M | 0.07% | −395−7.0% | Reduced |
| Western Wealth Management, LLC | 5,152 | $1.51M | 0.14% | +25+0.5% | Added |
| Thrivent Financial for Lutherans | 5,139 | $1.51M | 0.00% | +9+0.2% | Added |
| Segall Bryant & Hamill, LLC | 5,138 | $1.51M | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,134 | $1.51M | 0.08% | −1,508−22.7% | Reduced |
| Veritable, L.P. | 5,092 | $1.49M | 0.03% | +406+8.7% | Added |
| Prudential PLC | 5,067 | $1.49M | 0.02% | −515−9.2% | Reduced |
| Benjamin Edwards Inc | 5,038 | $1.48M | 0.36% | +1,547+44.3% | Added |
| Diversified Trust Co | 5,027 | $1.48M | 0.06% | −1,851−26.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,021 | $1.47M | 0.16% | −8,926−64.0% | Reduced |
| Intech Investment Management LLC | 4,985 | $1.46M | 0.01% | −2,346−32.0% | Reduced |
| Pettee Investors, Inc. | 4,975 | $1.46M | 0.70% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,900 | $1.44M | 0.06% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,890 | $1.43M | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,850 | $1.42M | 0.70% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.42M | 0.48% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,829 | $1.42M | 0.02% | −48−1.0% | Reduced |
| Cetera Investment Advisers | 4,800 | $1.41M | 0.01% | +194+4.2% | Added |
| Sigma Planning Corp | 4,798 | $1.41M | 0.05% | −56−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,773 | $1.40M | 0.03% | −50−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,765 | $1.40M | 0.24% | −40−0.8% | Reduced |
| Fiera Capital Corp | 4,710 | $1.38M | 0.00% | +1,050+28.7% | Added |
| Illinois Municipal Retirement Fund | 4,706 | $1.38M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,686 | $1.38M | 0.01% | −8,507−64.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,585 | $1.35M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,519 | $1.33M | 0.03% | −198−4.2% | Reduced |
| Decatur Capital Management, Inc. | 4,501 | $1.32M | 1.00% | −851−15.9% | Reduced |
| Ameritas Advisory Services, LLC | 4,628 | $1.32M | 0.07% | −1,986−30.0% | Reduced |
| Burney Co | 4,476 | $1.31M | 0.06% | −293−6.1% | Reduced |
| Acadian Asset Management LLC | 4,433 | $1.30M | 0.01% | +1,169+35.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,319 | $1.27M | 0.17% | −1,951−31.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,265 | $1.25M | 0.92% | −109−2.5% | Reduced |
| Triangle Securities Wealth Management | 4,239 | $1.24M | 0.44% | −26−0.6% | Reduced |
| Soros Capital Management LLC | 4,160 | $1.22M | 0.89% | −718−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,146 | $1.22M | 0.04% | +1,090+35.7% | Added |
| Oppenheimer Asset Management Inc. | 4,144 | $1.22M | 0.02% | −706−14.6% | Reduced |
| Cubist Systematic Strategies, LLC | 4,117 | $1.21M | 0.01% | +1,744+73.5% | Added |
| Campbell & CO Investment Adviser LLC | 4,115 | $1.21M | 0.23% | +3,316+415.0% | Added |
| Neville Rodie & Shaw Inc | 4,100 | $1.20M | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,084 | $1.20M | 0.10% | −53−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,050 | $1.19M | 0.06% | +10+0.2% | Added |
| Hoey Investments, Inc | 4,047 | $1.19M | 0.47% | −389−8.8% | Reduced |
| ABN AMRO Bank N.V. | 4,040 | $1.19M | 0.03% | +4,040 | New |
| Ostrum Asset Management | 4,031 | $1.18M | 0.10% | +4,031 | New |
| CIBC Private Wealth Group, LLC | 4,028 | $1.18M | 0.00% | −1,316−24.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,021 | $1.18M | 0.11% | +15+0.4% | Added |
| Twin Capital Management Inc | 4,020 | $1.18M | 0.16% | +4,020 | New |
| Sequoia Financial Advisors, LLC | 4,008 | $1.18M | 0.03% | +20+0.5% | Added |
| Atria Investments LLC | 4,001 | $1.17M | 0.02% | +44+1.1% | Added |
| Aquila Investment Management LLC | 4,000 | $1.17M | 0.97% | −1,000−20.0% | Reduced |
| Summit Financial, LLC | 3,990 | $1.17M | 0.10% | +143+3.7% | Added |
| Vident Investment Advisory, LLC | 3,944 | $1.16M | 0.04% | −639−13.9% | Reduced |
| Savant Capital, LLC | 3,836 | $1.13M | 0.02% | −543−12.4% | Reduced |
| Vinva Investment Management Ltd | 3,894 | $1.12M | 0.09% | +3,894 | New |
| Imprint Wealth LLC | 3,808 | $1.12M | 0.74% | +3,808 | New |
| Uncommon Cents Investing LLC | 3,775 | $1.11M | 0.40% | −165−4.2% | Reduced |
| Rosenbaum Jay D. | 3,766 | $1.11M | 2.03% | +139+3.8% | Added |
| Qsemble Capital Management, LP | 3,750 | $1.10M | 0.74% | +3,750 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,723 | $1.09M | 0.54% | +8+0.2% | Added |
| Ontario Teachers Pension Plan Board | 3,714 | $1.09M | 0.01% | +2,185+142.9% | Added |
| HB Wealth Management, LLC | 3,682 | $1.08M | 0.02% | −60−1.6% | Reduced |
| Argent Trust Co | 3,678 | $1.08M | 0.07% | −266−6.7% | Reduced |
| 1st Source Bank | 3,666 | $1.08M | 0.07% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,655 | $1.07M | 0.06% | +1,577+75.9% | Added |
| Krilogy Financial LLC | 3,653 | $1.07M | 0.09% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,653 | $1.07M | 0.39% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,708 | $1.07M | 0.03% | −2,075−35.9% | Reduced |
| Private Trust Co NA | 3,630 | $1.07M | 0.15% | +267+7.9% | Added |