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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 32,149 | $10.6M | 0.18% | +2,799+9.5% | Added |
| USS Investment Management Ltd | 32,030 | $10.6M | 0.13% | 00.0% | Unchanged |
| Amalgamated Bank | 31,874 | $10.5M | 0.08% | +1,112+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,643 | $10.4M | 0.22% | +12,738+67.4% | Added |
| State of Michigan Retirement System | 31,613 | $10.4M | 0.06% | +100+0.3% | Added |
| Rockefeller Capital Management L.P. | 30,973 | $10.2M | 0.04% | −620−2.0% | Reduced |
| Kidder Stephen W | 30,933 | $10.2M | 3.34% | +105+0.3% | Added |
| Russell Investments Group, Ltd. | 30,622 | $10.0M | 0.02% | −2,709−8.1% | Reduced |
| Puzo Michael J | 29,995 | $9.88M | 3.13% | +598+2.0% | Added |
| NorthCrest Asset Manangement, LLC | 29,890 | $9.85M | 0.39% | +393+1.3% | Added |
| Heron Bay Capital Management | 29,525 | $9.73M | 2.70% | +3,797+14.8% | Added |
| Prime Capital Investment Advisors, LLC | 29,280 | $9.65M | 0.19% | +19,531+200.3% | Added |
| Core Wealth Partners LLC | 29,238 | $9.63M | 8.90% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,695 | $9.45M | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 28,620 | $9.43M | 0.08% | +1,035+3.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 28,181 | $9.28M | 0.06% | +2,000+7.6% | Added |
| Banque Pictet & Cie SA | 28,170 | $9.28M | 0.08% | −5,223−15.6% | Reduced |
| State of Tennessee, Treasury Department | 28,107 | $9.26M | 0.04% | +10,180+56.8% | Added |
| Mastrapasqua Asset Management Inc | 27,857 | $9.18M | 1.03% | +27,857 | New |
| Natixis Advisors, L.P. | 27,738 | $9.14M | 0.03% | +1,489+5.7% | Added |
| Azimuth Capital Investment Management LLC | 27,628 | $9.10M | 0.43% | −560−2.0% | Reduced |
| National Bank of Canada | 27,113 | $8.93M | 0.02% | +11,937+78.7% | Added |
| AMF Pensionsforsakring AB | 27,031 | $8.91M | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 26,738 | $8.81M | 0.12% | +4,320+19.3% | Added |
| Voloridge Investment Management, LLC | 26,696 | $8.79M | 0.04% | +12,552+88.7% | Added |
| Rockland Trust Co | 26,665 | $8.78M | 0.52% | −6,429−19.4% | Reduced |
| Retirement Systems of Alabama | 26,109 | $8.60M | 0.04% | −7,818−23.0% | Reduced |
| Moreno Evelyn V | 26,083 | $8.59M | 1.83% | −1,509−5.5% | Reduced |
| Cyrus J. Lawrence, LLC | 26,018 | $8.57M | 2.46% | +89+0.3% | Added |
| Nisa Investment Advisors, LLC | 25,864 | $8.52M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 25,833 | $8.51M | 0.01% | +33+0.1% | Added |
| Teacher Retirement System of Texas | 25,678 | $8.46M | 0.06% | −18,424−41.8% | Reduced |
| Polar Capital Holdings Plc | 25,598 | $8.43M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,566 | $8.42M | 0.17% | −722−2.7% | Reduced |
| Notis-McConarty Edward | 24,938 | $8.22M | 3.13% | −30−0.1% | Reduced |
| Forsta Ap-Fonden | 24,800 | $8.17M | 0.09% | +1,500+6.4% | Added |
| Cresset Asset Management, LLC | 24,359 | $8.03M | 0.06% | +19,840+439.0% | Added |
| Portland Global Advisors LLC | 24,161 | $7.96M | 1.30% | −220−0.9% | Reduced |
| Davis-Rea Ltd. | 24,104 | $7.94M | 4.46% | +7,848+48.3% | Added |
| Mackenzie Financial Corp | 24,093 | $7.94M | 0.01% | −771−3.1% | Reduced |
| Texas Permanent School Fund | 24,089 | $7.94M | 0.07% | +159+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,743 | $7.82M | 0.08% | +20+0.1% | Added |
| Kestra Advisory Services, LLC | 23,612 | $7.78M | 0.08% | −436−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,093 | $7.61M | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,742 | $7.49M | 0.08% | −38−0.2% | Reduced |
| Renaissance Investment Group LLC | 22,506 | $7.41M | 1.95% | +3,947+21.3% | Added |
| Silvant Capital Management LLC | 22,382 | $7.37M | 0.41% | +12,152+118.8% | Added |
| Abn Amro Investment Solutions | 22,207 | $7.32M | 0.15% | +3,788+20.6% | Added |
| Telos Capital Management, Inc. | 22,180 | $7.31M | 0.97% | −949−4.1% | Reduced |
| Andra AP-fonden | 21,500 | $7.08M | 0.18% | −1,700−7.3% | Reduced |
| IFM Investors Pty Ltd | 21,414 | $7.05M | 0.09% | −359−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,372 | $7.04M | 0.03% | +4,225+24.6% | Added |
| Delaney Dennis R | 20,886 | $6.88M | 4.19% | +6,041+40.7% | Added |
| Daiwa Securities Group Inc. | 20,547 | $6.77M | 0.04% | +3,311+19.2% | Added |
| Rodgers Brothers Inc. | 20,325 | $6.70M | 1.18% | +2,154+11.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,035 | $6.60M | 0.05% | +577+3.0% | Added |
| Swiss Life Asset Management Ltd | 20,019 | $6.60M | 0.10% | +2,629+15.1% | Added |
| Utah Retirement Systems | 19,734 | $6.50M | 0.09% | −700−3.4% | Reduced |
| Fifth Third Bancorp | 19,241 | $6.34M | 0.03% | −329−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 19,231 | $6.34M | 0.02% | +2,000+11.6% | Added |
| SG Americas Securities, LLC | 19,135 | $6.30M | 0.05% | +17,296+940.5% | Added |
| Richard C. Young & CO., LTD. | 18,745 | $6.18M | 0.85% | −534−2.8% | Reduced |
| KWMG, LLC | 18,717 | $6.17M | 0.76% | +586+3.2% | Added |
| M&T Bank Corp | 18,683 | $6.15M | 0.02% | −67−0.4% | Reduced |
| Lipe & Dalton | 18,443 | $6.08M | 3.46% | −380−2.0% | Reduced |
| ProShare Advisors LLC | 18,278 | $6.02M | 0.02% | +1,248+7.3% | Added |
| Hall Laurie J Trustee | 18,234 | $6.01M | 2.38% | +500+2.8% | Added |
| State of Alaska, Department of Revenue | 18,019 | $5.93M | 0.07% | −237−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 17,987 | $5.93M | 0.22% | +1,098+6.5% | Added |
| Varma Mutual Pension Insurance Co | 17,800 | $5.86M | 0.07% | +17,800 | New |
| First American Trust, FSB | 17,689 | $5.83M | 0.80% | +314+1.8% | Added |
| Unigestion Holding SA | 17,720 | $5.75M | 0.33% | −2,516−12.4% | Reduced |
| Canada Pension Plan Investment Board | 17,260 | $5.69M | 0.01% | −2,300−11.8% | Reduced |
| Venture Visionary Partners LLC | 17,121 | $5.64M | 0.33% | +981+6.1% | Added |
| AXA S.A. | 16,999 | $5.60M | 0.02% | −5,343−23.9% | Reduced |
| AQR Capital Management LLC | 17,126 | $5.60M | 0.01% | +17,126 | New |
| Yousif Capital Management, LLC | 16,771 | $5.53M | 0.07% | +195+1.2% | Added |
| Americana Partners, LLC | 16,770 | $5.52M | 0.71% | +111+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 16,731 | $5.51M | 0.01% | +1,408+9.2% | Added |
| CIBC Asset Management Inc | 16,680 | $5.50M | 0.02% | −167−1.0% | Reduced |
| Castleark Management LLC | 16,600 | $5.47M | 0.25% | +16,600 | New |
| Mutual of America Capital Management LLC | 16,567 | $5.46M | 0.06% | +97+0.6% | Added |
| First Republic Investment Management, Inc. | 16,473 | $5.43M | 0.03% | −2,013−10.9% | Reduced |
| New York Life Investment Management LLC | 16,466 | $5.42M | 0.06% | −2,258−12.1% | Reduced |
| L & S Advisors Inc | 16,414 | $5.41M | 0.72% | +16,414 | New |
| Whitener Capital Management, Inc. | 16,257 | $5.36M | 2.05% | +115+0.7% | Added |
| Fund Management at Engine No. 1 LLC | 16,381 | $5.34M | 0.98% | −8,170−33.3% | Reduced |
| EP Wealth Advisors, LLC | 11,431 | $5.27M | 0.08% | +1,286+12.7% | Added |
| Garland Capital Management Inc | 15,361 | $5.06M | 3.40% | +775+5.3% | Added |
| Chemung Canal Trust Co | 15,345 | $5.06M | 1.09% | −305−1.9% | Reduced |
| TD Waterhouse Canada Inc. | 12,132 | $4.98M | 0.05% | −16−0.1% | Reduced |
| Ieq Capital, LLC | 15,066 | $4.96M | 0.10% | +1,017+7.2% | Added |
| Regal Wealth Group, Inc. | 15,076 | $4.91M | 3.22% | +38+0.3% | Added |
| National Asset Management, Inc. | 14,794 | $4.87M | 0.11% | +7,197+94.7% | Added |
| Stratos Wealth Advisors, LLC | 14,706 | $4.84M | 0.34% | +1,806+14.0% | Added |
| Ninety One North America, Inc. | 14,570 | $4.80M | 0.20% | −1,566−9.7% | Reduced |
| Innovis Asset Management LLC | 14,393 | $4.74M | 1.75% | +14,393 | New |
| Gotham Asset Management, LLC | 14,304 | $4.71M | 0.10% | +1,320+10.2% | Added |
| Dorsey & Whitney Trust CO LLC | 14,190 | $4.67M | 0.39% | +640+4.7% | Added |
| Cetera Advisor Networks LLC | 14,159 | $4.66M | 0.03% | −173−1.2% | Reduced |