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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 247 | $81.4K | 0.01% | −2−0.8% | Reduced |
| Globeflex Capital L P | 243 | $80.1K | 0.01% | −57−19.0% | Reduced |
| Spire Wealth Management | 236 | $77.9K | 0.00% | +1+0.4% | Added |
| Pinnacle Bancorp, Inc. | 229 | $75.4K | 0.03% | −11−4.6% | Reduced |
| Legend Financial Advisors, Inc. | 215 | $70.8K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 213 | $70.2K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 211 | $70.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $65.9K | 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 |
| Zions Bancorporation, N.A. | 196 | $64.6K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 195 | $64.2K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 192 | $63.4K | 0.01% | +65+51.2% | Added |
| TSFG, LLC | 192 | $63.0K | 0.02% | +1+0.5% | Added |
| Hantz Financial Services, Inc. | 189 | $62.0K | 0.00% | 00.0% | Unchanged |
| Motco | 183 | $60.3K | 0.00% | +1+0.5% | Added |
| Eagle Bay Advisors LLC | 181 | $59.6K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 176 | $58.0K | 0.03% | +176 | New |
| Deseret Mutual Benefit Administrators | 167 | $55.0K | 0.02% | −3−1.8% | Reduced |
| Steward Financial Group LLC | 166 | $54.0K | 0.02% | +166 | New |
| Cassady Schiller Wealth Management, LLC | 160 | $52.7K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 157 | $51.7K | 0.03% | +84+115.1% | Added |
| Clear Street Markets LLC | 151 | $50.0K | 0.02% | −73−32.6% | Reduced |
| SRS Capital Advisors, Inc. | 150 | $49.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 149 | $49.1K | 0.01% | −22−12.9% | Reduced |
| Central Bank & Trust Co | 142 | $46.8K | 0.01% | −43−23.2% | Reduced |
| Laurel Wealth Advisors LLC | 141 | $46.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 140 | $46.1K | 0.00% | +140 | New |
| Tilia Fiduciary Partners, Inc. | 136 | $44.9K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 134 | $44.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 152 | $44.0K | 0.00% | −94−38.2% | Reduced |
| Bell Investment Advisors, Inc | 128 | $42.2K | 0.01% | −6−4.5% | Reduced |
| State of Wyoming | 127 | $41.8K | 0.01% | +127 | New |
| Godsey & Gibb Associates | 125 | $41.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 123 | $41.0K | 0.01% | +123 | New |
| Community Bank, N.A. | 120 | $39.5K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 116 | $38.2K | 0.00% | +116 | New |
| Capstone Investment Advisors, LLC | 113 | $37.2K | 0.00% | +113 | New |
| Financial Perspectives, Inc | 112 | $36.9K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 129 | $36.2K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 105 | $34.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 101 | $33.3K | 0.01% | +39+62.9% | Added |
| Knuff & Co LLC | 100 | $32.9K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $32.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 94 | $31.0K | 0.00% | −35−27.1% | Reduced |
| First Manhattan Co | 94 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 94 | $31.0K | 0.00% | +8+9.3% | Added |
| Wolff Wiese Magana LLC | 91 | $30.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 90 | $29.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $28.2K | 0.02% | +1+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 80 | $26.4K | 0.00% | −1,727−95.6% | Reduced |
| Covestor Ltd | 79 | $26.0K | 0.02% | −2−2.5% | Reduced |
| MV Capital Management, Inc. | 78 | $25.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 76 | $25.0K | 0.01% | +1+1.3% | Added |
| Johnson Financial Group, Inc. | 75 | $24.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $24.0K | 0.00% | +73 | New |
| West Paces Advisors Inc. | 72 | $23.7K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $23.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 69 | $22.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $22.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 65 | $21.4K | 0.01% | +47+261.1% | Added |
| Hexagon Capital Partners LLC | 64 | $21.1K | 0.01% | −1−1.5% | Reduced |
| Riverview Trust Co | 64 | $21.1K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 64 | $21.0K | 0.01% | +64 | New |
| Jones Financial Companies LLLP | 63 | $20.8K | 0.00% | +43+215.0% | Added |
| Ancora Advisors, LLC | 62 | $20.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 61 | $20.1K | 0.01% | −10−14.1% | Reduced |
| Quarry LP | 57 | $18.8K | 0.01% | +10+21.3% | Added |
| Maryland Capital Advisors Inc. | 50 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $16.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lee Financial Co | 47 | $15.5K | 0.00% | −52−52.5% | Reduced |
| Mascoma Wealth Management LLC | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $15.2K | 0.00% | +3+7.0% | Added |
| Earnest Partners LLC | 46 | $15.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 45 | $14.8K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 45 | $14.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $13.3K | 0.00% | +35+583.3% | Added |
| Creative Financial Designs Inc | 40 | $13.2K | 0.00% | 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 37 | $12.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $12.0K | 0.00% | +35 | New |
| Macroview Investment Management LLC | 36 | $11.9K | 0.02% | +36 | New |
| CNB Bank | 36 | $11.9K | 0.01% | −19−34.5% | Reduced |
| Archer Investment Corp | 35 | $11.5K | 0.00% | +35 | New |
| TD Ameritrade Investment Management, LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 31 | $10.2K | 0.01% | +31 | New |
| Financial Management Professionals, Inc. | 31 | $10.0K | 0.00% | −1−3.1% | Reduced |
| Crewe Advisors LLC | 30 | $9.88K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $8.57K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $8.24K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $7.58K | 0.00% | 00.0% | Unchanged |