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 |
|---|---|---|---|---|---|
| Avalon Investment & Advisory | 1,383 | $405.8K | 0.01% | −3−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,383 | $405.8K | 0.02% | +222+19.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,379 | $404.7K | 0.01% | −58−4.0% | Reduced |
| Vista Wealth Management Group, LLC | 1,379 | $404.6K | 0.04% | −6−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,377 | $403.9K | 0.00% | +1,377 | New |
| Vestmark Advisory Solutions, Inc. | 1,368 | $401.5K | 0.02% | −76−5.3% | Reduced |
| Strong Tower Advisory Services | 1,362 | $399.7K | 0.21% | +2+0.1% | Added |
| Aviance Capital Partners, LLC | 1,357 | $398.2K | 0.09% | −40−2.9% | Reduced |
| 9258 Wealth Management, LLC | 1,357 | $398.1K | 0.08% | +28+2.1% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $390.3K | 1.06% | 00.0% | Unchanged |
| XML Financial, LLC | 1,324 | $388.5K | 0.05% | +250+23.3% | Added |
| Capital Asset Advisory Services LLC | 1,317 | $386.5K | 0.03% | −2,780−67.9% | Reduced |
| Morningstar Investment Services LLC | 1,337 | $383.0K | 0.01% | +1,337 | New |
| Gladstone Institutional Advisory LLC | 1,304 | $382.7K | 0.02% | −526−28.7% | Reduced |
| Prudent Investors Network | 1,304 | $382.7K | 0.18% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $381.5K | 0.35% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,300 | $381.5K | 0.13% | +1,300 | New |
| Fort Point Capital Partners LLC | 1,295 | $380.0K | 0.06% | +102+8.5% | Added |
| Siemens Fonds Invest GmbH | 1,293 | $379.4K | 0.04% | −15−1.1% | Reduced |
| WealthPLAN Partners, LLC | 1,286 | $377.4K | 0.04% | −188−12.8% | Reduced |
| Amica Retiree Medical Trust | 1,277 | $375.0K | 0.40% | −173−11.9% | Reduced |
| Ritholtz Wealth Management | 1,276 | $374.4K | 0.02% | +76+6.3% | Added |
| Crescent Grove Advisors, LLC | 1,264 | $371.0K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,257 | $368.9K | 0.00% | +1,257 | New |
| Centerpoint Advisors, LLC | 1,250 | $367.0K | 0.16% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,240 | $363.9K | 0.12% | +1,240 | New |
| Kestra Private Wealth Services, LLC | 1,237 | $363.2K | 0.01% | +202+19.5% | Added |
| Profund Advisors LLC | 1,227 | $360.1K | 0.02% | −48−3.8% | Reduced |
| Great Valley Advisor Group, Inc. | 1,226 | $360.0K | 0.02% | +43+3.6% | Added |
| Wealthsource Partners, LLC | 1,225 | $359.5K | 0.02% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $358.9K | 0.36% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,221 | $358.0K | 0.01% | −6,198−83.5% | Reduced |
| Merit Financial Group, LLC | 1,214 | $356.2K | 0.01% | −183−13.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $356.0K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,210 | $355.1K | 0.08% | +28+2.4% | Added |
| Focus Financial Network, Inc. | 1,208 | $354.5K | 0.02% | −81−6.3% | Reduced |
| First International Bank & Trust | 1,204 | $353.3K | 0.12% | +1,204 | New |
| Hyman Charles D | 1,204 | $353.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,200 | $352.1K | 0.20% | +1,200 | New |
| Capital Advisors Inc | 1,197 | $351.3K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,189 | $348.9K | 0.01% | −523−30.5% | Reduced |
| Monticello Wealth Management, LLC | 1,302 | $347.9K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,182 | $346.9K | 0.01% | +209+21.5% | Added |
| Ninety One SA (PTY) Ltd | 1,193 | $346.8K | 0.09% | −60−4.8% | Reduced |
| Rehmann Capital Advisory Group | 1,179 | $346.0K | 0.03% | +30+2.6% | Added |
| First Community Trust NA | 1,178 | $345.7K | 0.41% | 00.0% | Unchanged |
| Change Path, LLC | 1,172 | $344.0K | 0.02% | −478−29.0% | Reduced |
| Chicago Trust Co NA | 1,170 | $343.3K | 0.09% | −35−2.9% | Reduced |
| Ascent Wealth Partners, LLC | 1,161 | $340.7K | 0.07% | −47−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,156 | $339.2K | 0.03% | +92+8.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,154 | $338.6K | 0.03% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,150 | $337.5K | 0.06% | +1,150 | New |
| Cannon Financial Strategists, Inc. | 1,143 | $335.4K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LP | 1,130 | $331.6K | 0.05% | +1,130 | New |
| Aurora Private Wealth, Inc. | 1,129 | $331.0K | 0.35% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,126 | $330.4K | 0.02% | −34−2.9% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $329.0K | 0.17% | 00.0% | Unchanged |
| United Bank | 1,115 | $327.2K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,113 | $326.6K | 0.04% | +162+17.0% | Added |
| Moody National Bank Trust Division | 1,112 | $326.3K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,110 | $325.5K | 0.10% | −14−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,107 | $324.8K | 0.00% | −22−1.9% | Reduced |
| Mechanics Bank Trust Department | 1,106 | $324.6K | 0.05% | +1,106 | New |
| Clearstead Advisors, LLC | 1,104 | $324.0K | 0.02% | +212+23.8% | Added |
| Milestone Advisory Partners | 1,100 | $322.8K | 0.30% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,095 | $320.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,090 | $319.9K | 0.00% | +1,090 | New |
| Associated Banc-Corp | 1,090 | $319.9K | 0.01% | −20−1.8% | Reduced |
| Quantitative Investment Management, LLC | 1,090 | $319.0K | 0.07% | +1,090 | New |
| Rebalance, LLC | 1,083 | $317.7K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,078 | $316.4K | 0.05% | +3+0.3% | Added |
| Linscomb & Williams, Inc. | 1,066 | $312.8K | 0.02% | −77−6.7% | Reduced |
| Consolidated Planning Corp | 1,066 | $312.8K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,064 | $312.2K | 0.03% | −12−1.1% | Reduced |
| Verity Asset Management, Inc. | 1,064 | $312.2K | 0.19% | +67+6.7% | Added |
| WR Wealth Planners, LLC | 1,061 | $311.4K | 0.13% | +74+7.5% | Added |
| Pitcairn Co | 1,059 | $310.8K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,049 | $307.8K | 0.00% | +32+3.1% | Added |
| Centric Wealth Management | 1,045 | $306.7K | 0.13% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,040 | $305.2K | 0.21% | −1,040−50.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,040 | $305.1K | 0.12% | +1,040 | New |
| NewEdge Wealth, LLC | 1,034 | $303.5K | 0.01% | −709−40.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,034 | $303.4K | 0.04% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $303.1K | 0.05% | −8−0.8% | Reduced |
| Live Oak Private Wealth LLC | 1,033 | $303.1K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,022 | $299.9K | 0.04% | −38−3.6% | Reduced |
| Kelly Financial Services LLC | 1,021 | $299.6K | 0.15% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,016 | $298.1K | 0.03% | +1,016 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,015 | $297.9K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,014 | $297.6K | 0.01% | −12−1.2% | Reduced |
| Founders Financial Securities LLC | 1,012 | $297.0K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,010 | $296.4K | 0.08% | −17−1.7% | Reduced |
| Certified Advisory Corp | 1,008 | $295.8K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,007 | $295.5K | 0.02% | +30+3.1% | Added |
| Dynamic Advisor Solutions LLC | 1,006 | $295.1K | 0.02% | +43+4.5% | Added |
| Paragon Private Wealth Management, LLC | 1,004 | $294.6K | 0.25% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 1,003 | $294.3K | 0.19% | +1,003 | New |
| Hennion & Walsh Asset Management, Inc. | 1,002 | $294.0K | 0.02% | −99−9.0% | Reduced |
| Estabrook Capital Management | 1,000 | $293.4K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $293.4K | 0.08% | 00.0% | Unchanged |