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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 22 | $7.25K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $6.92K | 0.00% | +3+16.7% | Added |
| Boyd Watterson Asset Management LLC | 20 | $6.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $6.27K | 0.00% | +7+58.3% | Added |
| Focused Wealth Management, Inc | 19 | $6.17K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 18 | $5.93K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $5.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $5.60K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $4.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $4.61K | 0.00% | −2−12.5% | Reduced |
| Sittner & Nelson, LLC | 13 | $4.28K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $3.95K | 0.00% | +5+71.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $3.62K | 0.00% | −27−71.1% | Reduced |
| Disciplined Investments, LLC | 11 | $3.62K | 0.00% | −1−8.3% | Reduced |
| Tortoise Investment Management, LLC | 11 | $3.62K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $3.29K | 0.00% | +5+100.0% | Added |
| Albion Financial Group | 10 | $3.29K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 8 | $3.00K | 0.00% | +4+100.0% | Added |
| Loomis Sayles & Co L P | 8 | $3.00K | 0.00% | +8 | New |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $3.00K | 0.00% | +10 | New |
| JNBA Financial Advisors | 9 | $2.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $2.96K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $2.96K | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | +6 | New |
| Tyler-Stone Wealth Management | 5 | $2.00K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 329 | $1.87K | 0.01% | +36+12.3% | Added |
| Bellevue Asset Management, LLC | 5 | $1.65K | 0.00% | −5−50.0% | Reduced |
| NewSquare Capital LLC | 4 | $1.32K | 0.00% | −42−91.3% | Reduced |
| Global Trust Asset Management, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bishop & Co Investment Management, LLC | 302,435 | $918 | 0.04% | +301,517+32,845.0% | Added |
| SOA Wealth Advisors, LLC. | 2 | $669 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $659 | 0.00% | −309−99.4% | Reduced |
| Colonial Trust Advisors | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $659 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $659 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1 | $329 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $329 | 0.00% | +1 | New |
| Comerica Bank | 4,414 | $4 | 0.00% | +4,414 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −32,484−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −15,851−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −15,194−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,060−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −9,271−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,384−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −33,216−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −144−100.0% | Sold out |