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 |
|---|---|---|---|---|---|
| Professional Advisory Services Inc | 895 | $295.0K | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 900 | $296.5K | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 902 | $297.4K | 0.07% | +1+0.1% | Added |
| Cahill Financial Advisors Inc | 907 | $298.8K | 0.05% | +907 | New |
| Trust Co of Vermont | 912 | $300.5K | 0.02% | −1−0.1% | Reduced |
| Conning Inc. | 929 | $306.1K | 0.01% | −85−8.4% | Reduced |
| Integrated Investment Consultants, LLC | 933 | $307.4K | 0.10% | +32+3.6% | Added |
| Safeguard Investment Advisory Group, LLC | 937 | $308.5K | 0.13% | −8−0.8% | Reduced |
| Empowered Funds, LLC | 945 | $311.3K | 0.01% | +945 | New |
| EA Series Trust | 945 | $311.3K | 0.01% | +945 | New |
| Smart Money Group LLC | 945 | $311.5K | 0.15% | +3+0.3% | Added |
| Brookstone Capital Management | 957 | $311.5K | 0.01% | +19+2.0% | Added |
| Bowman & Co S.C. | 946 | $311.7K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 946 | $311.7K | 0.03% | +157+19.9% | Added |
| Marshall & Sullivan Inc | 950 | $313.0K | 0.17% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 950 | $313.0K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 952 | $313.7K | 0.01% | +952 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 965 | $317.9K | 0.04% | −69−6.7% | Reduced |
| KLCM Advisors, Inc. | 974 | $320.9K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 975 | $321.2K | 0.01% | −803−45.2% | Reduced |
| Lakeview Capital Partners, LLC | 976 | $321.5K | 0.06% | +121+14.2% | Added |
| FineMark National Bank & Trust | 980 | $322.9K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 981 | $323.2K | 0.03% | +110+12.6% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $323.5K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 987 | $325.3K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 988 | $325.4K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 992 | $326.8K | 0.01% | +8+0.8% | Added |
| AdvisorNet Financial, Inc | 992 | $326.8K | 0.03% | +26+2.7% | Added |
| SevenBridge Financial Group, LLC | 997 | $328.5K | 0.08% | +155+18.4% | Added |
| ERn Financial, LLC | 998 | $328.6K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 998 | $328.8K | 0.02% | −9−0.9% | Reduced |
| S&CO Inc | 1,000 | $329.0K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $329.4K | 0.04% | −12−1.2% | Reduced |
| Estabrook Capital Management | 1,000 | $329.4K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $329.4K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $329.4K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $329.4K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,000 | $329.4K | 0.24% | 00.0% | Unchanged |
| FMB Wealth Management | 1,000 | $329.4K | 0.35% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,001 | $329.8K | 0.26% | −3−0.3% | Reduced |
| ABLE Financial Group, LLC | 1,003 | $330.4K | 0.17% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,015 | $332.0K | 0.11% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $332.1K | 0.06% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,011 | $333.1K | 0.03% | −5−0.5% | Reduced |
| Lido Advisors, LLC | 1,016 | $334.7K | 0.00% | −33−3.1% | Reduced |
| Column Capital Advisors, LLC | 1,018 | $335.4K | 0.05% | −4−0.4% | Reduced |
| Kowal Investment Group, LLC | 1,024 | $337.3K | 0.09% | +39+4.0% | Added |
| Jacobi Capital Management LLC | 1,028 | $338.6K | 0.04% | +228+28.5% | Added |
| Kelly Financial Services LLC | 1,033 | $340.3K | 0.16% | +12+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $340.3K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,033 | $340.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,042 | $343.4K | 0.02% | +36+3.6% | Added |
| Strategic Financial Concepts, LLC | 1,043 | $343.6K | 0.13% | +3+0.3% | Added |
| Pitcairn Co | 1,051 | $346.3K | 0.03% | −8−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,057 | $348.2K | 0.00% | −50−4.5% | Reduced |
| Centric Wealth Management | 1,041 | $349.5K | 0.14% | −4−0.4% | Reduced |
| Parsons Capital Management Inc | 1,064 | $350.5K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,066 | $351.2K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,069 | $352.2K | 0.01% | +1,069 | New |
| Empower Advisory Group, LLC | 1,077 | $354.8K | 0.00% | −511−32.2% | Reduced |
| Corton Capital Inc. | 1,078 | $355.1K | 0.17% | +1,078 | New |
| Rebalance, LLC | 1,083 | $356.7K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,083 | $356.9K | 0.03% | +1,083 | New |
| Ballentine Partners, LLC | 1,087 | $358.1K | 0.01% | −102−8.6% | Reduced |
| Associated Banc-Corp | 1,090 | $359.1K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,092 | $359.8K | 0.03% | −64−5.5% | Reduced |
| WR Wealth Planners, LLC | 1,099 | $362.1K | 0.14% | +38+3.6% | Added |
| Milestone Advisory Partners | 1,100 | $362.4K | 0.33% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,100 | $362.4K | 0.00% | +10+0.9% | Added |
| BNC Wealth Management, LLC | 1,106 | $364.4K | 0.19% | −8,003−87.9% | Reduced |
| Keel Point, LLC | 1,111 | $366.1K | 0.05% | +33+3.1% | Added |
| Moody National Bank Trust Division | 1,112 | $366.3K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,115 | $367.3K | 0.02% | −11−1.0% | Reduced |
| United Bank | 1,115 | $367.3K | 0.05% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,120 | $369.0K | 0.10% | −1,343−54.5% | Reduced |
| Ritholtz Wealth Management | 1,120 | $369.0K | 0.02% | −156−12.2% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $369.0K | 0.18% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,124 | $370.3K | 0.06% | +18+1.6% | Added |
| Aurora Private Wealth, Inc. | 1,129 | $372.0K | 0.42% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,137 | $374.7K | 0.01% | +150+15.2% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $374.8K | 0.10% | −5−0.4% | Reduced |
| 1776 Wealth LLC | 1,145 | $377.2K | 0.20% | +347+43.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,154 | $380.2K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,164 | $383.5K | 0.04% | −1,389−54.4% | Reduced |
| Wealthsource Partners, LLC | 1,169 | $385.1K | 0.03% | −56−4.6% | Reduced |
| Chicago Trust Co NA | 1,170 | $385.5K | 0.09% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,177 | $387.8K | 0.29% | +113+10.6% | Added |
| First Community Trust NA | 1,178 | $388.1K | 0.43% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,181 | $389.1K | 0.01% | −56−4.5% | Reduced |
| Perigon Wealth Management, LLC | 1,184 | $390.1K | 0.02% | +288+32.1% | Added |
| Advocate Group LLC | 1,189 | $391.7K | 0.09% | −574−32.6% | Reduced |
| Ninety One SA (PTY) Ltd | 1,193 | $391.8K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,194 | $393.4K | 0.10% | +184+18.2% | Added |
| Atomi Financial Group, Inc. | 1,203 | $396.3K | 0.18% | +3+0.3% | Added |
| Hyman Charles D | 1,204 | $397.0K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,208 | $398.0K | 0.13% | −32−2.6% | Reduced |
| Center for Financial Planning, Inc. | 1,210 | $398.6K | 0.08% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $399.6K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,175 | $401.2K | 0.13% | +168+16.7% | Added |
| Valeo Financial Advisors, LLC | 1,219 | $401.6K | 0.02% | −164−11.9% | Reduced |