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 |
|---|---|---|---|---|---|
| Lumature Wealth Partners, LLC | 100 | $32.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 101 | $33.3K | 0.01% | +39+62.9% | Added |
| Twin Tree Management, LP | 102 | $33.6K | 0.00% | −3,220−96.9% | Reduced |
| Delta Asset Management LLC | 102 | $33.6K | 0.00% | +102 | New |
| Paladin Advisory Group, LLC | 105 | $34.6K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 129 | $36.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $36.9K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 113 | $37.2K | 0.00% | +113 | New |
| Parallax Volatility Advisers, L.P. | 116 | $38.2K | 0.00% | +116 | New |
| Community Bank, N.A. | 120 | $39.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 123 | $41.0K | 0.01% | +123 | New |
| Godsey & Gibb Associates | 125 | $41.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 127 | $41.8K | 0.01% | +127 | New |
| Bell Investment Advisors, Inc | 128 | $42.2K | 0.01% | −6−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 152 | $44.0K | 0.00% | −94−38.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 134 | $44.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 136 | $44.9K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 140 | $46.1K | 0.00% | +140 | New |
| Laurel Wealth Advisors LLC | 141 | $46.5K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 142 | $46.8K | 0.01% | −43−23.2% | Reduced |
| IAG Wealth Partners, LLC | 149 | $49.1K | 0.01% | −22−12.9% | Reduced |
| SRS Capital Advisors, Inc. | 150 | $49.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 151 | $50.0K | 0.02% | −73−32.6% | Reduced |
| Raleigh Capital Management Inc. | 157 | $51.7K | 0.03% | +84+115.1% | Added |
| Cassady Schiller Wealth Management, LLC | 160 | $52.7K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 166 | $54.0K | 0.02% | +166 | New |
| Deseret Mutual Benefit Administrators | 167 | $55.0K | 0.02% | −3−1.8% | Reduced |
| PCA Investment Advisory Services Inc. | 176 | $58.0K | 0.03% | +176 | New |
| Eagle Bay Advisors LLC | 181 | $59.6K | 0.03% | 00.0% | Unchanged |
| Motco | 183 | $60.3K | 0.00% | +1+0.5% | Added |
| Hantz Financial Services, Inc. | 189 | $62.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 192 | $63.0K | 0.02% | +1+0.5% | Added |
| BDO Wealth Advisors, LLC | 192 | $63.4K | 0.01% | +65+51.2% | Added |
| Monetary Management Group Inc | 195 | $64.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 196 | $64.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $65.9K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $65.9K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $65.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $65.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $70.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $70.2K | 0.04% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 215 | $70.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 229 | $75.4K | 0.03% | −11−4.6% | Reduced |
| Spire Wealth Management | 236 | $77.9K | 0.00% | +1+0.4% | Added |
| Globeflex Capital L P | 243 | $80.1K | 0.01% | −57−19.0% | Reduced |
| BerganKDV Wealth Management, LLC | 247 | $81.4K | 0.01% | −2−0.8% | Reduced |
| Lowe Wealth Advisors, LLC | 248 | $81.7K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 248 | $82.0K | 0.00% | +19+8.3% | Added |
| Hallmark Capital Management Inc | 250 | $82.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $82.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $82.5K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 253 | $83.4K | 0.02% | +18+7.7% | Added |
| Coastal Capital Group, Inc. | 261 | $86.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 263 | $86.6K | 0.03% | +1+0.4% | Added |
| Resurgent Financial Advisors LLC | 264 | $87.0K | 0.06% | −1−0.4% | Reduced |
| Magellan Asset Management Ltd | 268 | $88.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 268 | $88.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 271 | $89.3K | 0.01% | +27+11.1% | Added |
| Kenfarb & Co. | 277 | $91.3K | 0.08% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 292 | $96.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 292 | $96.2K | 0.01% | +7+2.5% | Added |
| Colonial Trust Co | 300 | $97.3K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $98.8K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 339 | $111.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 354 | $116.7K | 0.03% | +78+28.3% | Added |
| IFP Advisors, Inc | 1,065 | $117.3K | 0.01% | −149−12.3% | Reduced |
| Parkside Financial Bank & Trust | 357 | $117.6K | 0.03% | +44+14.1% | Added |
| First Command Bank | 361 | $118.9K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $118.9K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 364 | $119.9K | 0.01% | −61−14.4% | Reduced |
| American National Bank | 373 | $122.9K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $131.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $131.8K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 403 | $132.0K | 0.04% | +403 | New |
| Maj Invest Holding A/S | 400 | $132.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 409 | $134.7K | 0.04% | −8−1.9% | Reduced |
| Grove Bank & Trust | 414 | $136.4K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 419 | $138.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 433 | $142.7K | 0.01% | −527−54.9% | Reduced |
| Asset Dedication, LLC | 436 | $145.0K | 0.01% | +75+20.8% | Added |
| Endurance Wealth Management, Inc. | 450 | $148.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 459 | $151.2K | 0.00% | +37+8.8% | Added |
| Ten Capital Wealth Advisors, LLC | 478 | $157.0K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 484 | $159.0K | 0.07% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $164.7K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 504 | $166.0K | 0.01% | +128+34.0% | Added |
| Sunbelt Securities, Inc. | 510 | $167.9K | 0.02% | +1+0.2% | Added |
| Tompkins Financial Corp | 516 | $170.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 525 | $173.0K | 0.01% | +525 | New |
| ORG Partners LLC | 527 | $174.0K | 0.03% | +527 | New |
| Brown Brothers Harriman & Co | 531 | $174.9K | 0.00% | −3−0.6% | Reduced |
| City State Bank | 530 | $175.0K | 0.09% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 533 | $175.6K | 0.13% | −75−12.3% | Reduced |
| McClarren Financial Advisors, Inc. | 534 | $176.0K | 0.15% | −12−2.2% | Reduced |
| Tobam | 558 | $184.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 570 | $187.8K | 0.01% | +10+1.8% | Added |
| PEAK6 Investments LLC | 578 | $190.4K | 0.02% | −933−61.7% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $197.7K | 0.05% | +600 | New |
| Abbrea Capital, LLC | 608 | $200.0K | 0.03% | +608 | New |
| Tilt Investment Management Holdings, PBC | 609 | $200.6K | 0.13% | +609 | New |