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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 739 | $243.6K | 0.06% | +739 | New |
| Sabal Trust CO | 736 | $242.5K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 733 | $241.5K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 728 | $240.0K | 0.05% | −13−1.8% | Reduced |
| Great Waters Wealth Management | 721 | $237.5K | 0.05% | +721 | New |
| CX Institutional | 719 | $236.9K | 0.01% | −74−9.3% | Reduced |
| Global Retirement Partners, LLC | 717 | $236.3K | 0.01% | −3−0.4% | Reduced |
| Hills Bank & Trust Co | 717 | $236.2K | 0.03% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 716 | $235.9K | 0.09% | −15−2.1% | Reduced |
| Pure Financial Advisors, Inc. | 712 | $234.6K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 711 | $234.1K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 704 | $231.9K | 0.03% | +704 | New |
| Accredited Investors Inc. | 704 | $231.8K | 0.02% | +3+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 702 | $231.3K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 701 | $230.9K | 0.01% | −21−2.9% | Reduced |
| Professional Financial Advisors, LLC | 700 | $230.6K | 0.12% | +700 | New |
| Haverford Trust Co | 699 | $230.3K | 0.00% | +699 | New |
| Nations Financial Group Inc, | 698 | $230.1K | 0.02% | −8−1.1% | Reduced |
| Pittenger & Anderson Inc | 696 | $229.3K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $229.0K | 0.06% | 00.0% | Unchanged |
| Tevis Investment Management | 695 | $229.0K | 0.22% | 00.0% | Unchanged |
| Hoylecohen, LLC | 690 | $227.3K | 0.02% | −125−15.3% | Reduced |
| Summit Trail Advisors, LLC | 689 | $227.0K | 0.01% | +689 | New |
| NBT Bank N A | 680 | $224.0K | 0.03% | +680 | New |
| Burke & Herbert Bank & Trust Co | 680 | $224.0K | 0.15% | +680 | New |
| TD Private Client Wealth LLC | 676 | $222.7K | 0.01% | +9+1.3% | Added |
| Paragon Capital Management Ltd | 675 | $222.4K | 0.05% | +675 | New |
| Callan Family Office, LLC | 673 | $221.7K | 0.06% | +673 | New |
| Wealth Alliance Advisory Group, LLC | 661 | $217.8K | 0.08% | +661 | New |
| Level Four Advisory Services, LLC | 659 | $217.1K | 0.01% | −151−18.6% | Reduced |
| Pallas Capital Advisors LLC | 632 | $216.6K | 0.01% | +632 | New |
| InterOcean Capital Group, LLC | 657 | $216.5K | 0.01% | +657 | New |
| Convergence Investment Partners, LLC | 655 | $216.0K | 0.12% | +655 | New |
| Virtu Financial LLC | 653 | $215.0K | 0.02% | −1,517−69.9% | Reduced |
| Lindbrook Capital, LLC | 652 | $214.8K | 0.02% | −9−1.4% | Reduced |
| S&T Bank | 650 | $214.0K | 0.04% | +650 | New |
| Drive Wealth Management, LLC | 647 | $213.2K | 0.08% | +647 | New |
| Stokes Family Office, LLC | 640 | $210.8K | 0.02% | +640 | New |
| EverSource Wealth Advisors, LLC | 637 | $209.9K | 0.02% | −9−1.4% | Reduced |
| NWF Advisory Services Inc. | 630 | $207.4K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 627 | $206.6K | 0.11% | +627 | New |
| Mather Group, LLC. | 625 | $205.7K | 0.00% | +625 | New |
| Eqis Capital Management, Inc. | 624 | $205.7K | 0.02% | +624 | New |
| Catalyst Financial Partners LLC | 621 | $204.6K | 0.07% | +621 | New |
| Merrion Investment Management Co, LLC | 616 | $202.9K | 0.17% | +616 | New |
| Sentinus, LLC | 613 | $201.9K | 0.06% | +613 | New |
| Tilt Investment Management Holdings, PBC | 609 | $200.6K | 0.13% | +609 | New |
| Abbrea Capital, LLC | 608 | $200.0K | 0.03% | +608 | New |
| Paradigm Asset Management Co LLC | 600 | $197.7K | 0.05% | +600 | New |
| PEAK6 Investments LLC | 578 | $190.4K | 0.02% | −933−61.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 570 | $187.8K | 0.01% | +10+1.8% | Added |
| Tobam | 558 | $184.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 534 | $176.0K | 0.15% | −12−2.2% | Reduced |
| Coombe, Bender & Co LLC | 533 | $175.6K | 0.13% | −75−12.3% | Reduced |
| City State Bank | 530 | $175.0K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 531 | $174.9K | 0.00% | −3−0.6% | Reduced |
| ORG Partners LLC | 527 | $174.0K | 0.03% | +527 | New |
| St Germain D J Co Inc | 525 | $173.0K | 0.01% | +525 | New |
| Tompkins Financial Corp | 516 | $170.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 510 | $167.9K | 0.02% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 504 | $166.0K | 0.01% | +128+34.0% | Added |
| Hoertkorn Richard Charles | 500 | $164.7K | 0.08% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 484 | $159.0K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 478 | $157.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 459 | $151.2K | 0.00% | +37+8.8% | Added |
| Endurance Wealth Management, Inc. | 450 | $148.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 436 | $145.0K | 0.01% | +75+20.8% | Added |
| Washington Trust Advisors, Inc. | 433 | $142.7K | 0.01% | −527−54.9% | Reduced |
| Private Ocean, LLC | 419 | $138.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 414 | $136.4K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 409 | $134.7K | 0.04% | −8−1.9% | Reduced |
| Maj Invest Holding A/S | 400 | $132.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 403 | $132.0K | 0.04% | +403 | New |
| Thompson Investment Management, Inc. | 400 | $131.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $131.8K | 0.07% | 00.0% | Unchanged |
| American National Bank | 373 | $122.9K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 364 | $119.9K | 0.01% | −61−14.4% | Reduced |
| First Command Bank | 361 | $118.9K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 361 | $118.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 357 | $117.6K | 0.03% | +44+14.1% | Added |
| IFP Advisors, Inc | 1,065 | $117.3K | 0.01% | −149−12.3% | Reduced |
| Farther Finance Advisors, LLC | 354 | $116.7K | 0.03% | +78+28.3% | Added |
| Caldwell Trust Co | 339 | $111.7K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $98.8K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $97.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 292 | $96.2K | 0.01% | +7+2.5% | Added |
| KB Financial Partners, LLC | 292 | $96.0K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 277 | $91.3K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 271 | $89.3K | 0.01% | +27+11.1% | Added |
| Magellan Asset Management Ltd | 268 | $88.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 268 | $88.3K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 264 | $87.0K | 0.06% | −1−0.4% | Reduced |
| Versant Capital Management, Inc | 263 | $86.6K | 0.03% | +1+0.4% | Added |
| Coastal Capital Group, Inc. | 261 | $86.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 253 | $83.4K | 0.02% | +18+7.7% | Added |
| New England Capital Financial Advisors LLC | 250 | $82.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 248 | $82.0K | 0.00% | +19+8.3% | Added |
| Lowe Wealth Advisors, LLC | 248 | $81.7K | 0.04% | 00.0% | Unchanged |