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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 3,609 | $1.06M | 0.03% | +10+0.3% | Added |
| Stonegate Investment Group, LLC | 3,600 | $1.06M | 0.04% | −919−20.3% | Reduced |
| Integrated Advisors Network LLC | 3,598 | $1.06M | 0.06% | −160−4.3% | Reduced |
| Apollon Wealth Management, LLC | 3,562 | $1.05M | 0.06% | −281−7.3% | Reduced |
| Seven Eight Capital, LP | 3,546 | $1.04M | 0.22% | +2,464+227.7% | Added |
| Claro Advisors LLC | 3,525 | $1.03M | 0.30% | +1,743+97.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,501 | $1.03M | 0.01% | +635+22.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,442 | $1.01M | 0.05% | +3,442 | New |
| Toroso Investments, LLC | 3,367 | $988.0K | 0.03% | +116+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,349 | $982.8K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,322 | $974.8K | 0.08% | −268−7.5% | Reduced |
| Twin Tree Management, LP | 3,322 | $974.8K | 0.03% | +3,322 | New |
| Veriti Management LLC | 3,320 | $974.3K | 0.12% | +198+6.3% | Added |
| Qube Research & Technologies Ltd | 3,292 | $966.0K | 0.01% | +3,292 | New |
| Venturi Wealth Management, LLC | 3,286 | $964.2K | 0.08% | −253−7.1% | Reduced |
| First United Bank Trust | 3,277 | $961.6K | 0.45% | −425−11.5% | Reduced |
| Carmel Capital Partners, LLC | 3,243 | $951.6K | 0.56% | +184+6.0% | Added |
| Empirical Finance, LLC | 3,224 | $946.1K | 0.09% | +141+4.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,166 | $929.0K | 0.04% | −97−3.0% | Reduced |
| Monte Financial Group, LLC | 3,153 | $925.2K | 0.49% | +182+6.1% | Added |
| Sawtooth Solutions, LLC | 3,152 | $925.0K | 0.02% | +1,315+71.6% | Added |
| Stephens Inc | 3,151 | $924.6K | 0.02% | −90−2.8% | Reduced |
| Bleakley Financial Group, LLC | 3,150 | $924.5K | 0.03% | −56−1.7% | Reduced |
| Wedmont Private Capital | 3,348 | $921.5K | 0.12% | +238+7.7% | Added |
| Symphony Financial, Ltd. Co. | 3,203 | $921.0K | 0.24% | +893+38.7% | Added |
| Congress Wealth Management LLC | 3,137 | $920.6K | 0.02% | −57−1.8% | Reduced |
| Colony Group LLC | 3,119 | $915.0K | 0.01% | −135−4.1% | Reduced |
| Hunter Associates Investment Management LLC | 3,090 | $906.0K | 0.19% | −130−4.0% | Reduced |
| Legacy Bridge, LLC | 3,041 | $892.4K | 0.62% | +50+1.7% | Added |
| United Capital Financial Advisers, LLC | 3,020 | $886.3K | 0.00% | +571+23.3% | Added |
| Massmutual Trust Co FSB | 3,010 | $883.3K | 0.03% | +101+3.5% | Added |
| Banque Cantonale Vaudoise | 3,003 | $881.0K | 0.04% | −7−0.2% | Reduced |
| RBF Capital, LLC | 3,000 | $880.4K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,944 | $864.0K | 0.02% | +77+2.7% | Added |
| Wedbush Securities Inc | 2,922 | $857.0K | 0.04% | +274+10.3% | Added |
| MAI Capital Management | 2,920 | $856.9K | 0.01% | −80−2.7% | Reduced |
| Baldwin Investment Management, LLC | 2,915 | $855.4K | 0.15% | +330+12.8% | Added |
| Heritage Wealth Partners, LLC | 2,904 | $852.2K | 0.67% | −172−5.6% | Reduced |
| Transatlantique Private Wealth LLC | 2,900 | $851.0K | 0.47% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 2,889 | $847.8K | 0.21% | +1,503+108.4% | Added |
| Beacon Pointe Advisors, LLC | 2,869 | $842.0K | 0.01% | −62−2.1% | Reduced |
| Guardian Capital LP | 2,867 | $841.3K | 0.03% | −268−8.5% | Reduced |
| Rossmore Private Capital | 2,867 | $841.3K | 0.13% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,854 | $837.5K | 0.45% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,846 | $835.2K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,192 | $822.2K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,772 | $813.4K | 0.23% | +200+7.8% | Added |
| Avantax Advisory Services, Inc. | 2,762 | $810.6K | 0.01% | +347+14.4% | Added |
| Vestcor Inc | 2,725 | $800.0K | 0.03% | −14−0.5% | Reduced |
| Raymond James Trust N.A. | 2,725 | $800.0K | 0.03% | +69+2.6% | Added |
| Greenleaf Trust | 2,719 | $797.9K | 0.01% | +52+1.9% | Added |
| CAPROCK Group, Inc. | 2,713 | $796.3K | 0.06% | +600+28.4% | Added |
| Phoenix Holdings Ltd. | 2,701 | $792.6K | 0.02% | +700+35.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,700 | $792.3K | 0.04% | −360−11.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $792.3K | 0.31% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,685 | $787.9K | 0.05% | +319+13.5% | Added |
| NVWM, LLC | 2,656 | $779.4K | 0.26% | −66−2.4% | Reduced |
| ETF Managers Group, LLC | 2,602 | $763.6K | 0.02% | +38+1.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,650 | $762.0K | 0.44% | +2,650 | New |
| North Star Investment Management Corp. | 2,577 | $756.2K | 0.06% | +1,000+63.4% | Added |
| Claret Asset Management Corp | 2,567 | $753.0K | 0.15% | +99+4.0% | Added |
| We Are One Seven, LLC | 2,553 | $749.2K | 0.05% | +1,441+129.6% | Added |
| Washington Trust Co | 2,548 | $747.7K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,544 | $746.5K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,542 | $746.0K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,534 | $744.0K | 0.06% | +3+0.1% | Added |
| Evermay Wealth Management LLC | 2,511 | $736.9K | 0.15% | +42+1.7% | Added |
| First Hawaiian Bank | 2,506 | $735.4K | 0.02% | −289−10.3% | Reduced |
| Sentry Investment Management LLC | 2,505 | $735.0K | 0.30% | +1,756+234.4% | Added |
| CWM, LLC | 2,500 | $734.0K | 0.00% | −315−11.2% | Reduced |
| Alberta Investment Management Corp | 2,500 | $733.6K | 0.01% | +2,500 | New |
| Prospera Financial Services Inc | 2,487 | $731.3K | 0.03% | −10.0% | Reduced |
| Financial Management Network Inc | 2,620 | $730.4K | 0.29% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,463 | $722.8K | 0.21% | −8−0.3% | Reduced |
| Wealthspire Advisors, LLC | 2,453 | $719.8K | 0.01% | −350−12.5% | Reduced |
| Advisors Capital Management, LLC | 2,433 | $714.0K | 0.02% | −51−2.1% | Reduced |
| Evergreen Capital Management LLC | 2,433 | $714.0K | 0.03% | +158+6.9% | Added |
| J.W. Cole Advisors, Inc. | 2,427 | $712.1K | 0.05% | +139+6.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,417 | $709.3K | 0.03% | −39−1.6% | Reduced |
| Stiles Financial Services Inc | 2,416 | $709.1K | 0.38% | −6−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,403 | $705.2K | 0.05% | +359+17.6% | Added |
| Beaton Management Co. Inc. | 2,390 | $701.0K | 0.47% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,386 | $700.2K | 0.02% | +2,386 | New |
| Mystic Asset Management, Inc. | 2,380 | $698.4K | 0.39% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,373 | $696.3K | 0.08% | +411+20.9% | Added |
| Verus Capital Partners, LLC | 2,361 | $692.8K | 0.11% | +10+0.4% | Added |
| Mission Creek Capital Partners, Inc. | 2,323 | $681.8K | 0.23% | +827+55.3% | Added |
| Walleye Trading LLC | 2,306 | $676.7K | 0.02% | +2,306 | New |
| Clifford Swan Investment Counsel LLC | 2,289 | $671.7K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,279 | $668.8K | 0.02% | −206−8.3% | Reduced |
| MONECO Advisors, LLC | 2,274 | $667.4K | 0.20% | −5−0.2% | Reduced |
| Kinneret Advisory, LLC | 2,254 | $661.4K | 0.09% | −121−5.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,242 | $657.9K | 0.03% | +1,079+92.8% | Added |
| Snowden Capital Advisors LLC | 2,236 | $656.2K | 0.03% | −101−4.3% | Reduced |
| Dakota Wealth Management | 2,200 | $645.6K | 0.04% | +100+4.8% | Added |
| Davis Investment Partners, LLC | 2,315 | $645.3K | 0.34% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,193 | $643.4K | 0.02% | −651−22.9% | Reduced |
| Pictet & Cie (Europe) SA | 2,181 | $640.0K | 0.03% | +2,181 | New |
| Kingsview Wealth Management, LLC | 2,177 | $638.7K | 0.03% | +109+5.3% | Added |
| Coldstream Capital Management Inc | 2,175 | $638.4K | 0.02% | −16−0.7% | Reduced |