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 |
|---|---|---|---|---|---|
| Steinberg Asset Management LLC | 1,223 | $402.9K | 0.39% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,223 | $402.9K | 0.01% | +26+2.2% | Added |
| Great Valley Advisor Group, Inc. | 1,226 | $404.0K | 0.02% | 00.0% | Unchanged |
| First International Bank & Trust | 1,227 | $404.2K | 0.13% | +23+1.9% | Added |
| SFMG, LLC | 1,243 | $409.5K | 0.04% | +268+27.5% | Added |
| Centerpoint Advisors, LLC | 1,250 | $412.0K | 0.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,252 | $412.5K | 0.04% | +73+6.2% | Added |
| Merit Financial Group, LLC | 1,258 | $414.5K | 0.01% | +44+3.6% | Added |
| Clark Capital Management Group, Inc. | 1,261 | $415.4K | 0.00% | +4+0.3% | Added |
| CoreCap Advisors, LLC | 1,267 | $417.4K | 0.03% | +1,267 | New |
| Focus Financial Network, Inc. | 1,272 | $419.2K | 0.02% | +64+5.3% | Added |
| WealthPLAN Partners, LLC | 1,286 | $423.7K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,293 | $423.9K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,292 | $425.6K | 0.01% | +110+9.3% | Added |
| Valley Brook Capital Group | 1,300 | $428.3K | 0.40% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,302 | $429.0K | 0.04% | 00.0% | Unchanged |
| Prudent Investors Network | 1,304 | $429.6K | 0.20% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,310 | $431.6K | 0.07% | +15+1.2% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $438.2K | 1.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,334 | $439.5K | 0.02% | +107+8.7% | Added |
| Ascent Wealth Partners, LLC | 1,343 | $442.5K | 0.08% | +182+15.7% | Added |
| Aviance Capital Partners, LLC | 1,357 | $447.1K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,359 | $447.6K | 0.08% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 1,363 | $449.0K | 0.02% | −58−4.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,377 | $453.7K | 0.01% | −2−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 1,379 | $454.2K | 0.04% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,380 | $454.7K | 0.22% | +18+1.3% | Added |
| Fortitude Advisory Group L.L.C. | 1,380 | $454.8K | 0.34% | −48−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 1,381 | $455.0K | 0.10% | +442+47.1% | Added |
| Equitable Trust Co | 1,385 | $456.3K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,387 | $457.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,395 | $459.6K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,397 | $460.2K | 0.02% | −219−13.6% | Reduced |
| Middleton & Co Inc | 1,400 | $461.2K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $461.2K | 0.39% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,356 | $462.9K | 0.03% | +39+3.0% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $464.5K | 0.44% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,410 | $465.0K | 0.10% | +1,410 | New |
| Vestmark Advisory Solutions, Inc. | 1,425 | $469.5K | 0.02% | +57+4.2% | Added |
| IHT Wealth Management, LLC | 1,426 | $469.7K | 0.02% | −293−17.0% | Reduced |
| Patron Partners Advisors, LLC | 1,427 | $470.1K | 0.33% | +2+0.1% | Added |
| TCWP LLC | 1,430 | $471.1K | 0.10% | −25−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 1,432 | $471.9K | 0.03% | +128+9.8% | Added |
| Wintrust Investments LLC | 1,439 | $474.0K | 0.05% | −199−12.1% | Reduced |
| Johnson Investment Counsel Inc | 1,443 | $475.3K | 0.01% | +2+0.1% | Added |
| Bridge Advisory, LLC | 1,447 | $476.8K | 0.17% | +5+0.3% | Added |
| Resources Investment Advisors, LLC. | 1,450 | $477.8K | 0.01% | +21+1.5% | Added |
| Basepoint Wealth LLC | 1,461 | $481.4K | 0.40% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,462 | $481.7K | 0.05% | +497+51.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,476 | $486.1K | 0.01% | +99+7.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,484 | $488.9K | 0.12% | −25−1.7% | Reduced |
| Foundry Partners, LLC | 1,490 | $490.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,497 | $493.2K | 0.02% | −36−2.3% | Reduced |
| Cito Capital Group, LLC | 1,500 | $494.0K | 0.23% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $494.2K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 1,504 | $495.5K | 0.02% | +118+8.5% | Added |
| Montag A & Associates Inc | 1,507 | $496.4K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 1,509 | $497.1K | 0.06% | +185+14.0% | Added |
| SeaCrest Wealth Management, LLC | 1,512 | $498.3K | 0.06% | +48+3.3% | Added |
| Morningstar Investment Services LLC | 1,540 | $499.0K | 0.01% | +203+15.2% | Added |
| Horizon Investments, LLC | 1,522 | $499.4K | 0.01% | +20+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,466 | $501.9K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,535 | $505.9K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,542 | $508.0K | 0.12% | +111+7.8% | Added |
| Wellington Management Group LLP | 1,545 | $509.0K | 0.00% | +589+61.6% | Added |
| Raymond James Trust N.A. | 1,547 | $510.0K | 0.01% | −1,178−43.2% | Reduced |
| Prelude Capital Management, LLC | 1,551 | $511.0K | 0.04% | −1,134−42.2% | Reduced |
| Hutchinson Capital Management | 1,557 | $513.0K | 0.12% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,563 | $514.9K | 0.05% | −19−1.2% | Reduced |
| Ascent Group, LLC | 1,689 | $516.1K | 0.06% | −50−2.9% | Reduced |
| Baystate Wealth Management LLC | 1,573 | $518.2K | 0.04% | +1+0.1% | Added |
| Ci Investments Inc. | 1,575 | $519.0K | 0.00% | +33+2.1% | Added |
| Symmetry Partners, LLC | 1,590 | $524.0K | 0.03% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,595 | $525.6K | 0.33% | +3+0.2% | Added |
| First Citizens Bank & Trust Co | 1,600 | $527.1K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,600 | $527.1K | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $528.1K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 1,610 | $530.4K | 0.27% | −275−14.6% | Reduced |
| Capital City Trust Co | 1,625 | $535.4K | 0.17% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,638 | $539.6K | 0.03% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,650 | $543.6K | 0.21% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,657 | $545.9K | 0.23% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,661 | $547.2K | 0.19% | +226+15.7% | Added |
| Navalign, LLC | 1,669 | $549.7K | 0.22% | +7+0.4% | Added |
| Chelsea Counsel Co | 1,672 | $550.8K | 0.27% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,678 | $552.8K | 0.10% | +1,678 | New |
| Insigneo Advisory Services, LLC | 1,693 | $557.8K | 0.11% | +583+52.5% | Added |
| Avitas Wealth Management LLC | 1,695 | $558.4K | 0.10% | −26−1.5% | Reduced |
| Change Path, LLC | 1,700 | $560.0K | 0.03% | +528+45.1% | Added |
| Fragasso Group Inc. | 1,701 | $560.4K | 0.06% | −2−0.1% | Reduced |
| West Wealth Group, LLC | 1,713 | $564.3K | 0.24% | +7+0.4% | Added |
| Moloney Securities Asset Management, LLC | 1,715 | $564.9K | 0.10% | +1,715 | New |
| Valley National Advisers Inc | 1,712 | $565.0K | 0.09% | −83−4.6% | Reduced |
| Simmons Bank | 1,717 | $565.7K | 0.05% | +833+94.2% | Added |
| Hancock Whitney Corp | 1,728 | $569.0K | 0.02% | +1,728 | New |
| Capital Investment Advisors, LLC | 1,742 | $573.9K | 0.02% | −3−0.2% | Reduced |
| Telemus Capital, LLC | 1,753 | $577.5K | 0.05% | +1+0.1% | Added |
| United Capital Financial Advisers, LLC | 1,756 | $578.4K | 0.00% | −1,264−41.9% | Reduced |
| Evercore Wealth Management, LLC | 1,762 | $580.5K | 0.01% | −12−0.7% | Reduced |
| Bailard, Inc. | 1,764 | $581.1K | 0.02% | −10−0.6% | Reduced |