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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 1,000 | $293.4K | 0.07% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $293.4K | 0.08% | 00.0% | Unchanged |
| FMB Wealth Management | 1,000 | $293.4K | 0.35% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $293.4K | 0.23% | +1,000 | New |
| S&CO Inc | 1,000 | $293.0K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 998 | $292.7K | 0.06% | +57+6.1% | Added |
| Milestone Investment Advisors LLC | 996 | $292.3K | 0.09% | +996 | New |
| Capital Investment Advisory Services, LLC | 988 | $289.8K | 0.03% | −80−7.5% | Reduced |
| Tiemann Investment Advisors, LLC | 987 | $289.7K | 0.16% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 987 | $289.7K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 985 | $289.1K | 0.08% | +4+0.4% | Added |
| Gradient Investments LLC | 984 | $288.8K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 982 | $288.2K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 980 | $287.6K | 0.01% | −100−9.3% | Reduced |
| SFMG, LLC | 975 | $286.1K | 0.03% | +5+0.5% | Added |
| KLCM Advisors, Inc. | 974 | $285.8K | 0.06% | −7−0.7% | Reduced |
| AdvisorNet Financial, Inc | 966 | $283.5K | 0.03% | +58+6.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 965 | $283.2K | 0.03% | +965 | New |
| Castle Rock Wealth Management, LLC | 1,015 | $281.9K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 960 | $281.7K | 0.03% | +424+79.1% | Added |
| Wellington Management Group LLP | 956 | $280.5K | 0.00% | −418−30.4% | Reduced |
| Headinvest, LLC | 955 | $280.2K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 955 | $280.2K | 0.09% | +955 | New |
| Marshall & Sullivan Inc | 950 | $278.8K | 0.17% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $278.8K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 947 | $277.9K | 0.03% | +46+5.1% | Added |
| Bowman & Co S.C. | 946 | $277.6K | 0.20% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 945 | $277.3K | 0.13% | +2+0.2% | Added |
| Accurate Wealth Management, LLC | 1,007 | $277.1K | 0.10% | +41+4.2% | Added |
| Confluence Wealth Services, Inc. | 939 | $275.6K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 936 | $274.7K | 0.25% | +936 | New |
| Acrisure Capital Management, LLC | 931 | $273.2K | 0.28% | +931 | New |
| Cobblestone Capital Advisors LLC | 929 | $272.6K | 0.02% | −400−30.1% | Reduced |
| MCF Advisors LLC | 924 | $271.2K | 0.03% | −58−5.9% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $269.4K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 913 | $267.9K | 0.02% | 00.0% | Unchanged |
| Smart Money Group LLC | 942 | $266.9K | 0.13% | +4+0.4% | Added |
| Rockbridge Investment Management, LCC | 908 | $266.5K | 0.05% | −100−9.9% | Reduced |
| Private Management Group Inc | 907 | $266.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 33,216 | $265.7K | 0.32% | +33,216 | New |
| FinTrust Capital Advisors, LLC | 1,031 | $265.5K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 901 | $264.6K | 0.06% | +1+0.1% | Added |
| Integrated Investment Consultants, LLC | 901 | $264.4K | 0.08% | −13−1.4% | Reduced |
| Argent Advisors, Inc. | 900 | $264.1K | 0.13% | −100−10.0% | Reduced |
| Financial Advisory Corp | 900 | $264.0K | 0.13% | −288−24.2% | Reduced |
| Ironwood Investment Counsel, LLC | 897 | $263.4K | 0.06% | +63+7.6% | Added |
| Professional Advisory Services Inc | 895 | $263.0K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 896 | $263.0K | 0.01% | −27−2.9% | Reduced |
| Brookstone Capital Management | 938 | $260.6K | 0.01% | +64+7.3% | Added |
| Simmons Bank | 884 | $259.4K | 0.02% | +884 | New |
| FourThought Financial Partners, LLC | 881 | $258.6K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 879 | $257.9K | 0.01% | +879 | New |
| Blueshift Asset Management, LLC | 875 | $256.8K | 0.11% | +875 | New |
| Nwam LLC | 871 | $255.6K | 0.03% | −20−2.2% | Reduced |
| Cornerstone Wealth Group, LLC | 868 | $254.7K | 0.05% | +2+0.2% | Added |
| First Business Financial Services, Inc. | 867 | $254.4K | 0.03% | 00.0% | Unchanged |
| Foster Group, Inc. | 858 | $251.8K | 0.02% | +28+3.4% | Added |
| Key Financial Inc | 851 | $249.7K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 850 | $249.4K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 850 | $249.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 846 | $248.0K | 0.03% | +3+0.4% | Added |
| SevenBridge Financial Group, LLC | 842 | $247.1K | 0.07% | +842 | New |
| Reuter James Wealth Management, LLC | 837 | $245.6K | 0.17% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 836 | $245.3K | 0.02% | +36+4.5% | Added |
| Great Lakes Retirement, Inc. | 833 | $244.5K | 0.05% | +833 | New |
| Maple Capital Management, Inc. | 829 | $243.3K | 0.03% | +829 | New |
| Truadvice, LLC | 853 | $241.7K | 0.10% | +26+3.1% | Added |
| International Assets Investment Management, LLC | 815 | $239.3K | 0.03% | −577−41.5% | Reduced |
| Hoylecohen, LLC | 815 | $239.2K | 0.02% | +25+3.2% | Added |
| Central Trust Co | 812 | $238.3K | 0.01% | −4−0.5% | Reduced |
| Level Four Advisory Services, LLC | 810 | $237.7K | 0.02% | −90−10.0% | Reduced |
| TFC Financial Management | 809 | $237.4K | 0.06% | +63+8.4% | Added |
| CWS Financial Advisors, LLC | 809 | $237.4K | 0.09% | −11−1.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 809 | $237.4K | 0.11% | +9+1.1% | Added |
| Bridgefront Capital, LLC | 806 | $236.5K | 0.14% | +806 | New |
| Merriman Wealth Management, LLC | 804 | $235.9K | 0.01% | +2+0.2% | Added |
| Nicolet Bankshares Inc | 803 | $235.6K | 0.08% | +11+1.4% | Added |
| Citizens & Northern Corp | 800 | $234.8K | 0.09% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 800 | $234.8K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 800 | $234.8K | 0.03% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 800 | $234.8K | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 798 | $234.2K | 0.14% | +798 | New |
| CX Institutional | 793 | $231.7K | 0.01% | +793 | New |
| Two Sigma Securities, LLC | 789 | $231.5K | 0.02% | −67−7.8% | Reduced |
| Lakeview Capital Partners, LLC | 855 | $231.3K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 787 | $230.9K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 782 | $229.5K | 0.00% | −1,521−66.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 780 | $228.8K | 0.00% | −4,393−84.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 777 | $228.0K | 0.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 772 | $226.5K | 0.01% | +360+87.4% | Added |
| Founders Financial Alliance, LLC | 764 | $224.2K | 0.11% | +764 | New |
| Shelton Capital Management | 758 | $222.4K | 0.01% | +758 | New |
| Howe & Rusling Inc | 757 | $222.1K | 0.03% | +757 | New |
| Zimmermann Investment Management & Planning LLC | 757 | $222.1K | 0.12% | +757 | New |
| Hollencrest Capital Management | 744 | $218.3K | 0.02% | +737+10,528.6% | Added |
| Parsec Financial Management, Inc. | 742 | $217.8K | 0.01% | +742 | New |
| J.Safra Asset Management Corp | 740 | $217.2K | 0.03% | +740 | New |
| Hanson & Doremus Investment Management | 741 | $217.0K | 0.05% | −8−1.1% | Reduced |
| Sabal Trust CO | 736 | $216.0K | 0.02% | +736 | New |
| Aries Wealth Management | 733 | $215.1K | 0.09% | +733 | New |