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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 2,170 | $637.0K | 0.07% | +2,170 | New |
| RMB Capital Management, LLC | 2,152 | $631.5K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,111 | $619.6K | 0.03% | −203−8.8% | Reduced |
| Interchange Capital Partners, LLC | 2,105 | $617.8K | 0.34% | +2,105 | New |
| Moors & Cabot, Inc. | 2,103 | $617.1K | 0.04% | +10.0% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $616.2K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,084 | $611.5K | 0.06% | +1,830+720.5% | Added |
| Foundations Investment Advisors, LLC | 2,070 | $607.3K | 0.02% | +10+0.5% | Added |
| Drake & Associates, LLC | 2,065 | $605.8K | 0.30% | +9+0.4% | Added |
| Old National Bancorp | 2,050 | $601.6K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,013 | $590.0K | 0.16% | +2+0.1% | Added |
| HBK Sorce Advisory LLC | 2,010 | $589.9K | 0.03% | −2,018−50.1% | Reduced |
| First American Bank | 2,000 | $586.9K | 0.05% | +2,000 | New |
| Bessemer Group Inc | 1,999 | $586.0K | 0.00% | −91−4.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,995 | $585.4K | 0.05% | +340+20.5% | Added |
| Flagstone Financial Management | 1,995 | $585.3K | 0.29% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,943 | $570.2K | 0.29% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,941 | $569.6K | 0.06% | −645−24.9% | Reduced |
| Whittier Trust Co | 1,912 | $561.1K | 0.01% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,910 | $560.5K | 0.07% | −100−5.0% | Reduced |
| Clarius Group, LLC | 1,885 | $553.2K | 0.05% | −47−2.4% | Reduced |
| Madden Securities Corp | 1,885 | $553.2K | 0.29% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $552.6K | 0.58% | 00.0% | Unchanged |
| Mendel Money Management | 1,883 | $552.6K | 0.30% | +66+3.6% | Added |
| Meiji Yasuda Life Insurance Co | 1,879 | $551.0K | 0.01% | +79+4.4% | Added |
| Mutual Advisors, LLC | 1,877 | $550.8K | 0.02% | −34−1.8% | Reduced |
| Trust Co of Oklahoma | 1,875 | $550.2K | 0.22% | −500−21.1% | Reduced |
| Addison Capital Co | 1,859 | $546.0K | 0.41% | −20−1.1% | Reduced |
| HM Payson & Co | 1,850 | $542.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,839 | $540.0K | 0.01% | +1,839 | New |
| Headlands Technologies LLC | 1,814 | $532.3K | 0.35% | +1,814 | New |
| Formidable Asset Management, LLC | 1,825 | $532.0K | 0.11% | −20−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,807 | $530.3K | 0.01% | −677−27.3% | Reduced |
| Chatham Capital Group, Inc. | 1,794 | $526.4K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,787 | $524.4K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,781 | $522.6K | 0.09% | +598+50.5% | Added |
| Wealthcare Advisory Partners LLC | 1,778 | $521.9K | 0.02% | −175−9.0% | Reduced |
| Evercore Wealth Management, LLC | 1,774 | $520.6K | 0.01% | −6−0.3% | Reduced |
| Bailard, Inc. | 1,774 | $520.6K | 0.02% | +233+15.1% | Added |
| Inscription Capital, LLC | 1,768 | $518.8K | 0.14% | +60+3.5% | Added |
| Advocate Group LLC | 1,763 | $517.4K | 0.11% | −844−32.4% | Reduced |
| Telemus Capital, LLC | 1,752 | $514.1K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,745 | $512.1K | 0.02% | +3+0.2% | Added |
| Ascent Group, LLC | 1,739 | $510.3K | 0.05% | +311+21.8% | Added |
| Lincoln National Corp | 1,726 | $506.4K | 0.01% | +205+13.5% | Added |
| Avitas Wealth Management LLC | 1,721 | $505.0K | 0.10% | −50−2.8% | Reduced |
| IHT Wealth Management, LLC | 1,719 | $504.5K | 0.03% | −311−15.3% | Reduced |
| West Wealth Group, LLC | 1,706 | $500.7K | 0.23% | +7+0.4% | Added |
| Fragasso Group Inc. | 1,703 | $499.7K | 0.06% | +23+1.4% | Added |
| Valley National Advisers Inc | 1,795 | $496.0K | 0.09% | +16+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,683 | $493.9K | 0.08% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,672 | $490.6K | 0.24% | −20−1.2% | Reduced |
| Navalign, LLC | 1,662 | $487.7K | 0.20% | +7+0.4% | Added |
| DCM Advisors, LLC | 1,657 | $486.2K | 0.23% | −6−0.4% | Reduced |
| Sicart Associates LLC | 1,650 | $484.2K | 0.19% | −20−1.2% | Reduced |
| Wintrust Investments LLC | 1,638 | $481.0K | 0.06% | +87+5.6% | Added |
| Chilton Capital Management LLC | 1,638 | $480.7K | 0.03% | −101−5.8% | Reduced |
| Capital City Trust Co | 1,625 | $476.9K | 0.15% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,616 | $474.2K | 0.02% | +821+103.3% | Added |
| Fred Alger Management, LLC | 1,603 | $470.4K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,600 | $469.5K | 0.01% | −6−0.4% | Reduced |
| ProVise Management Group, LLC | 1,600 | $469.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,598 | $468.8K | 0.00% | +50+3.2% | Added |
| Cadent Capital Advisors, LLC | 1,592 | $467.1K | 0.28% | +4+0.3% | Added |
| Symmetry Partners, LLC | 1,590 | $467.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,582 | $464.3K | 0.04% | +96+6.5% | Added |
| Empower Advisory Group, LLC | 1,588 | $462.6K | 0.00% | +1,588 | New |
| Baystate Wealth Management LLC | 1,572 | $461.6K | 0.04% | +37+2.4% | Added |
| Hutchinson Capital Management | 1,556 | $456.6K | 0.12% | −5−0.3% | Reduced |
| Ci Investments Inc. | 1,542 | $452.0K | 0.00% | −57−3.6% | Reduced |
| Hengehold Capital Management LLC | 1,535 | $450.5K | 0.06% | −18−1.2% | Reduced |
| Parallel Advisors, LLC | 1,533 | $449.9K | 0.02% | +16+1.1% | Added |
| PEAK6 Investments LLC | 1,511 | $443.4K | 0.03% | −9,746−86.6% | Reduced |
| Montag A & Associates Inc | 1,507 | $442.1K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $440.2K | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $440.0K | 0.22% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,502 | $438.8K | 0.01% | −408−21.4% | Reduced |
| Foundry Partners, LLC | 1,490 | $437.2K | 0.03% | −23−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,509 | $433.9K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,464 | $429.7K | 0.06% | +29+2.0% | Added |
| Basepoint Wealth LLC | 1,461 | $428.7K | 0.36% | −60−3.9% | Reduced |
| TCWP LLC | 1,455 | $427.0K | 0.08% | +19+1.3% | Added |
| Bridge Advisory, LLC | 1,442 | $423.1K | 0.16% | +6+0.4% | Added |
| Johnson Investment Counsel Inc | 1,441 | $422.9K | 0.01% | +1+0.1% | Added |
| Wahed Invest LLC | 1,435 | $421.1K | 0.18% | −56−3.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,431 | $419.9K | 0.11% | +24+1.7% | Added |
| Resources Investment Advisors, LLC. | 1,429 | $419.3K | 0.01% | +150+11.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,428 | $419.1K | 0.33% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,425 | $418.2K | 0.31% | −51−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,421 | $417.0K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,410 | $413.8K | 0.41% | +1,410 | New |
| Engineers Gate Manager LP | 1,404 | $412.0K | 0.02% | +1,404 | New |
| Middleton & Co Inc | 1,400 | $410.8K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $410.8K | 0.42% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,395 | $409.4K | 0.02% | −573−29.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,466 | $408.5K | 0.17% | −76−4.9% | Reduced |
| S.E.E.D. Planning Group LLC | 1,388 | $407.3K | 0.16% | +354+34.2% | Added |
| Cigna Investments Inc | 1,387 | $407.0K | 0.08% | −35−2.5% | Reduced |
| Balentine LLC | 1,386 | $406.7K | 0.01% | −11−0.8% | Reduced |
| Equitable Trust Co | 1,385 | $406.4K | 0.03% | 00.0% | Unchanged |