Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2023: 1,146 institutions

Value heldQ2 2023: $30.9B

Institutions holding ROK and their total value by quarter
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.

Institutions holding ROK in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Comerica Bank	4,414	$4	0.00%	+4,414	New
Tfo-TDC, LLC	1	$329	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	1	$329	0.00%	+1	New
Cedar Mountain Advisors, LLC	1	$329	0.00%	+1	New
True Wealth Design, LLC	2	$659	0.00%	−309−99.4%	Reduced
Colonial Trust Advisors	2	$659	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	2	$659	0.00%	+2	New
Cherry Tree Wealth Management, LLC	2	$659	0.00%	+2	New
SOA Wealth Advisors, LLC.	2	$669	0.00%	00.0%	Unchanged
Bishop & Co Investment Management, LLC	302,435	$918	0.04%	+301,517+32,845.0%	Added
Safeguard Financial, LLC	3	$1.00K	0.00%	+3	New
NewSquare Capital LLC	4	$1.32K	0.00%	−42−91.3%	Reduced
Global Trust Asset Management, LLC	4	$1.32K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$1.32K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	5	$1.65K	0.00%	−5−50.0%	Reduced
Sofos Investments, Inc.	329	$1.87K	0.01%	+36+12.3%	Added
Trifecta Capital Advisors, LLC	6	$1.98K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	6	$2.00K	0.00%	+6	New
Tyler-Stone Wealth Management	5	$2.00K	0.00%	+5	New
Newbridge Financial Services Group, Inc.	9	$2.96K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	9	$2.96K	0.00%	+9	New
JNBA Financial Advisors	9	$2.97K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	8	$3.00K	0.00%	+4+100.0%	Added
Loomis Sayles & Co L P	8	$3.00K	0.00%	+8	New
Psagot Value Holdings Ltd. / (Israel)	10	$3.00K	0.00%	+10	New
Salem Investment Counselors Inc	10	$3.29K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	10	$3.29K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	10	$3.29K	0.00%	+5+100.0%	Added
Albion Financial Group	10	$3.29K	0.00%	+10	New
Baker Avenue Asset Management, LP	11	$3.62K	0.00%	−27−71.1%	Reduced
Disciplined Investments, LLC	11	$3.62K	0.00%	−1−8.3%	Reduced
Tortoise Investment Management, LLC	11	$3.62K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$3.95K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	12	$3.95K	0.00%	+5+71.4%	Added
Ridgewood Investments LLC	13	$4.12K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	13	$4.28K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	14	$4.61K	0.00%	−2−12.5%	Reduced
Investors Research Corp	15	$4.94K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	17	$5.60K	0.00%	00.0%	Unchanged
TD Capital Management LLC	17	$5.63K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	18	$5.93K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	19	$6.17K	0.00%	00.0%	Unchanged
Abound Wealth Management	19	$6.27K	0.00%	+7+58.3%	Added
Boyd Watterson Asset Management LLC	20	$6.59K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	21	$6.92K	0.00%	+3+16.7%	Added
Harbor Investment Advisory, LLC	22	$7.25K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	23	$7.58K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	25	$8.24K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$8.57K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	30	$9.88K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	31	$10.0K	0.00%	−1−3.1%	Reduced
First Capital Advisors Group, LLC.	31	$10.2K	0.01%	+31	New
TD Ameritrade Investment Management, LLC	33	$11.0K	0.00%	00.0%	Unchanged
Archer Investment Corp	35	$11.5K	0.00%	+35	New
CNB Bank	36	$11.9K	0.01%	−19−34.5%	Reduced
Macroview Investment Management LLC	36	$11.9K	0.02%	+36	New
GW&K Investment Management, LLC	35	$12.0K	0.00%	+35	New
Sutton Wealth Advisors Inc.	37	$12.2K	0.01%	00.0%	Unchanged
Aspire Private Capital, LLC	39	$12.8K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	39	$12.8K	0.01%	00.0%	Unchanged
Atlantic Trust, LLC	40	$13.2K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	40	$13.2K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	40	$13.2K	0.01%	+40	New
Creative Financial Designs Inc	40	$13.2K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	41	$13.3K	0.00%	+35+583.3%	Added
Arlington Partners LLC	45	$14.8K	0.00%	00.0%	Unchanged
Arcadia Investment Management Corp	45	$14.8K	0.00%	00.0%	Unchanged
Earnest Partners LLC	46	$15.2K	0.00%	00.0%	Unchanged
Core Alternative Capital	46	$15.2K	0.00%	+3+7.0%	Added
Mascoma Wealth Management LLC	50	$15.3K	0.00%	00.0%	Unchanged
Lee Financial Co	47	$15.5K	0.00%	−52−52.5%	Reduced
Cary Street Partner Investment Advisory LLC	49	$16.1K	0.00%	−66−57.4%	Reduced
Rosenberg Matthew Hamilton	49	$16.1K	0.01%	00.0%	Unchanged
Maryland Capital Advisors Inc.	50	$16.5K	0.01%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$16.5K	0.01%	00.0%	Unchanged
Quarry LP	57	$18.8K	0.01%	+10+21.3%	Added
Park Place Capital Corp	61	$20.1K	0.01%	−10−14.1%	Reduced
Ancora Advisors, LLC	62	$20.4K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	63	$20.8K	0.00%	+43+215.0%	Added
Canton Hathaway, LLC	64	$21.0K	0.01%	+64	New
Hexagon Capital Partners LLC	64	$21.1K	0.01%	−1−1.5%	Reduced
Riverview Trust Co	64	$21.1K	0.02%	00.0%	Unchanged
ICA Group Wealth Management, LLC	65	$21.4K	0.01%	+47+261.1%	Added
Capital Advisors, Ltd. LLC	67	$22.0K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	69	$22.7K	0.01%	00.0%	Unchanged
New Millennium Group LLC	71	$23.4K	0.02%	00.0%	Unchanged
West Paces Advisors Inc.	72	$23.7K	0.01%	00.0%	Unchanged
Capital Analysts, LLC	73	$24.0K	0.00%	+73	New
Johnson Financial Group, Inc.	75	$24.7K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	76	$25.0K	0.01%	+1+1.3%	Added
MV Capital Management, Inc.	78	$25.7K	0.00%	00.0%	Unchanged
Covestor Ltd	79	$26.0K	0.02%	−2−2.5%	Reduced
Edmond de Rothschild Holding S.A.	80	$26.4K	0.00%	−1,727−95.6%	Reduced
HighMark Wealth Management LLC	86	$28.2K	0.02%	+1+1.2%	Added
Essex Investment Management Co LLC	90	$29.7K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	91	$30.0K	0.02%	00.0%	Unchanged
First Horizon Advisors, Inc.	94	$31.0K	0.00%	+8+9.3%	Added
First Manhattan Co	94	$31.0K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	94	$31.0K	0.00%	−35−27.1%	Reduced
Knuff & Co LLC	100	$32.9K	0.01%	00.0%	Unchanged