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, Q2 2023
Institutional positions in Rockwell Automation, Inc as of Jun 30, 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
- 1,146
- +39 vs. Q1 2023
- Shares held
- 93.7M
- +1.24M (+1.3%) vs. Q1 2023
- Total value
- $30.9B
- +$3.86B (+14.3%) vs. Q1 2023
- New holders
- 104
- 422 more added
- Sold out
- 65
- 360 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,645,130 | $4.50B | 0.11% | +24,666+0.2% | Added |
| BlackRock Inc. | 9,145,544 | $3.01B | 0.08% | +263,091+3.0% | Added |
| Capital World Investors | 5,869,190 | $1.93B | 0.37% | +768,909+15.1% | Added |
| State Street Corp | 4,518,655 | $1.49B | 0.08% | +90,589+2.0% | Added |
| Morgan Stanley | 3,153,249 | $1.04B | 0.10% | +156,951+5.2% | Added |
| JPMorgan Chase & Co | 2,681,951 | $883.6M | 0.10% | +42,959+1.6% | Added |
| Geode Capital Management, LLC | 2,464,909 | $810.0M | 0.10% | +89,211+3.8% | Added |
| Amundi | 2,247,301 | $740.4M | 0.37% | +309,357+16.0% | Added |
| Bank of America Corp | 2,224,537 | $732.9M | 0.09% | +246,196+12.4% | Added |
| Massachusetts Financial Services Co | 1,735,542 | $571.8M | 0.19% | +108,803+6.7% | Added |
| UBS Group AG | 1,514,962 | $499.1M | 0.22% | −65,966−4.2% | Reduced |
| FMR LLC | 1,390,958 | $458.3M | 0.04% | +513,574+58.5% | Added |
| Northern Trust Corp | 1,355,084 | $446.4M | 0.09% | +80,658+6.3% | Added |
| Goldman Sachs Group Inc | 1,172,302 | $386.2M | 0.10% | −6,938−0.6% | Reduced |
| Lazard Asset Management LLC | 1,150,933 | $379.2M | 0.47% | +15,434+1.4% | Added |
| Invesco Ltd. | 1,131,436 | $372.8M | 0.10% | −57,060−4.8% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,093,175 | $360.1M | 2.60% | −1,815,100−62.4% | Reduced |
| Harding Loevner LP | 964,497 | $317.8M | 1.86% | −173,470−15.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 924,240 | $304.5M | 0.24% | −72,850−7.3% | Reduced |
| Bank of New York Mellon Corp | 919,283 | $302.9M | 0.06% | −49,650−5.1% | Reduced |
| Ninety One UK Ltd | 906,937 | $298.8M | 0.87% | −129,604−12.5% | Reduced |
| Legal & General Group Plc | 825,343 | $271.9M | 0.09% | +28,753+3.6% | Added |
| Price T Rowe Associates Inc | 803,080 | $264.6M | 0.04% | −404,643−33.5% | Reduced |
| Franklin Resources Inc | 729,714 | $240.4M | 0.11% | −130,262−15.1% | Reduced |
| Janus Henderson Group PLC | 687,851 | $226.6M | 0.14% | −31,504−4.4% | Reduced |
| Quilter Plc | 221,908 | $220.2M | 9.09% | −16,854−7.1% | Reduced |
| Dimensional Fund Advisors LP | 615,231 | $202.7M | 0.06% | +3,490+0.6% | Added |
| UBS Asset Management Americas Inc | 689,991 | $202.5M | 0.10% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 605,657 | $199.5M | 1.23% | −80,490−11.7% | Reduced |
| Charles Schwab Investment Management Inc | 603,925 | $199.0M | 0.06% | −2,727−0.4% | Reduced |
| King Luther Capital Management Corp | 577,732 | $190.3M | 0.95% | +3,368+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 553,714 | $182.4M | 0.39% | +47,727+9.4% | Added |
| Fisher Asset Management, LLC | 547,503 | $180.4M | 0.10% | +88,434+19.3% | Added |
| Impax Asset Management Group plc | 528,121 | $174.0M | 0.70% | +28,054+5.6% | Added |
| Alliancebernstein L.P. | 527,106 | $173.7M | 0.07% | −9,555−1.8% | Reduced |
| Artisan Partners Limited Partnership | 469,344 | $154.6M | 0.25% | +163,920+53.7% | Added |
| Nuveen Asset Management, LLC | 465,080 | $153.2M | 0.05% | +18,246+4.1% | Added |
| Swedbank AB | 424,654 | $139.9M | 0.25% | +1420.0% | Added |
| Swiss National Bank | 414,600 | $136.6M | 0.09% | −41,200−9.0% | Reduced |
| Mairs & Power Inc | 374,691 | $123.4M | 1.34% | +28,902+8.4% | Added |
| Blair William & Co | 372,036 | $122.6M | 0.45% | +7,527+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 369,421 | $121.7M | 0.19% | +1,936+0.5% | Added |
| Wells Fargo & Company | 366,569 | $120.8M | 0.04% | +12,263+3.5% | Added |
| APG Asset Management N.V. | 387,264 | $116.9M | 0.24% | −63,760−14.1% | Reduced |
| Nordea Investment Management AB | 357,135 | $116.8M | 0.16% | +311,363+680.2% | Added |
| Royal Bank of Canada | 314,715 | $103.7M | 0.03% | +26,199+9.1% | Added |
| Westfield Capital Management Co LP | 314,273 | $103.5M | 0.66% | −7,989−2.5% | Reduced |
| DekaBank Deutsche Girozentrale | 313,947 | $101.6M | 0.23% | +36,820+13.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 306,115 | $100.8M | 0.60% | −5,355−1.7% | Reduced |
| Saturna Capital CORP | 300,300 | $98.9M | 1.71% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 296,506 | $97.7M | 0.52% | −35,164−10.6% | Reduced |
| Deutsche Bank AG | 278,336 | $91.7M | 0.05% | +12,695+4.8% | Added |
| National Pension Service | 270,875 | $87.8M | 0.14% | +70,189+35.0% | Added |
| Ameriprise Financial Inc | 286,741 | $87.2M | 0.03% | −3,003−1.0% | Reduced |
| Primecap Management Co | 264,190 | $87.0M | 0.07% | −6,850−2.5% | Reduced |
| Lord, Abbett & Co. LLC | 259,953 | $85.6M | 0.29% | −29,614−10.2% | Reduced |
| Public Employees Retirement Association of Colorado | 254,897 | $84.0M | 0.40% | −120.0% | Reduced |
| Principal Financial Group Inc | 251,244 | $82.8M | 0.06% | +72,354+40.4% | Added |
| Credit Suisse AG | 247,891 | $81.7M | 0.08% | −11,103−4.3% | Reduced |
| Rhumbline Advisers | 240,870 | $79.4M | 0.09% | +7,670+3.3% | Added |
| Barclays PLC | 228,976 | $75.4M | 0.05% | +92,829+68.2% | Added |
| Candriam Luxembourg S.C.A. | 223,638 | $73.7M | 0.53% | +40,408+22.1% | Added |
| California Public Employees Retirement System | 220,679 | $72.7M | 0.06% | −7,757−3.4% | Reduced |
| Stifel Financial Corp | 216,434 | $71.3M | 0.10% | +40,199+22.8% | Added |
| Eagle Asset Management Inc | 210,207 | $69.3M | 0.39% | −3,503−1.6% | Reduced |
| Bank of Montreal | 203,880 | $67.4M | 0.04% | −23,431−10.3% | Reduced |
| HSBC Holdings PLC | 200,207 | $66.0M | 0.07% | +43,399+27.7% | Added |
| Wafra Inc. | 196,568 | $64.8M | 2.12% | +44,443+29.2% | Added |
| Reynders McVeigh Capital Management, LLC | 195,930 | $64.5M | 4.23% | −4,074−2.0% | Reduced |
| Huntington National Bank | 195,133 | $64.3M | 0.60% | +33,461+20.7% | Added |
| Robeco Institutional Asset Management B.V. | 194,690 | $64.1M | 0.17% | +56,078+40.5% | Added |
| California State Teachers Retirement System | 185,604 | $61.1M | 0.09% | −4,914−2.6% | Reduced |
| Prudential Financial Inc | 176,222 | $58.1M | 0.08% | +75,569+75.1% | Added |
| Birch Hill Investment Advisors LLC | 171,067 | $56.4M | 3.23% | +300.0% | Added |
| Neuberger Berman Group LLC | 170,822 | $56.3M | 0.05% | +71,111+71.3% | Added |
| Citigroup Inc | 170,152 | $56.1M | 0.07% | −12,383−6.8% | Reduced |
| Waters Parkerson & Co., LLC | 169,480 | $55.8M | 3.16% | −1,448−0.8% | Reduced |
| UniSuper Management Pty Ltd | 169,420 | $55.8M | 0.63% | +169,420 | New |
| Stephens Investment Management Group LLC | 163,713 | $53.9M | 0.84% | +2,616+1.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $51.0M | 0.61% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,925 | $50.4M | 0.11% | −127−0.1% | Reduced |
| Fort Pitt Capital Group, LLC | 140,569 | $46.3M | 1.70% | −101,389−41.9% | Reduced |
| CI Private Wealth, LLC | 140,469 | $46.3M | 0.11% | −2,499−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 136,005 | $44.8M | 0.14% | +6,400+4.9% | Added |
| Gabelli Funds LLC | 135,216 | $44.5M | 0.34% | +30.0% | Added |
| Norges Bank | 134,668 | $44.4M | 0.01% | −40,346−23.1% | Reduced |
| Montrusco Bolton Investments Inc. | 131,804 | $43.4M | 0.67% | +12,900+10.8% | Added |
| New York State Common Retirement Fund | 125,030 | $41.2M | 0.05% | +335+0.3% | Added |
| Citadel Advisors LLC | 124,381 | $41.0M | 0.05% | −75,278−37.7% | Reduced |
| State Board of Administration of Florida Retirement System | 123,718 | $40.8M | 0.09% | −3,702−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 123,606 | $40.7M | 0.43% | −300−0.2% | Reduced |
| DnB Asset Management AS | 121,993 | $40.2M | 0.23% | −233−0.2% | Reduced |
| Man Group plc | 116,774 | $38.5M | 0.12% | – | – |
| New York State Teachers Retirement System | 115,529 | $38.1M | 0.09% | −4,862−4.0% | Reduced |
| London & Capital Asset Management Ltd | 114,086 | $37.6M | 3.72% | −7,426−6.1% | Reduced |
| Covea Finance | 110,098 | $36.3M | 1.98% | +19,900+22.1% | Added |
| Commonwealth Equity Services, LLC | 109,367 | $36.0M | 0.07% | +922+0.9% | Added |
| Voya Investment Management LLC | 108,146 | $35.6M | 0.04% | +24,347+29.1% | Added |
| Great West Life Assurance Co | 106,371 | $35.2M | 0.08% | +13,490+14.5% | Added |
| Aviva PLC | 105,788 | $34.9M | 0.14% | +93,019+728.5% | Added |