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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 7,507 | $2.47M | 0.01% | −870−10.4% | Reduced |
| LGT Fund Management Co Ltd. | 7,500 | $2.47M | 1.14% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 7,457 | $2.45M | 1.35% | +23+0.3% | Added |
| Darwin Advisors, LLC | 7,212 | $2.44M | 0.63% | +1,517+26.6% | Added |
| Wesbanco Bank Inc | 7,375 | $2.43M | 0.10% | +355+5.1% | Added |
| Bowen Hanes & Co Inc | 7,286 | $2.40M | 0.08% | +1,025+16.4% | Added |
| Glenmede Trust Co NA | 8,124 | $2.38M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,164 | $2.36M | 0.09% | +5,943+486.7% | Added |
| Louisiana State Employees Retirement System | 7,100 | $2.34M | 0.05% | −400−5.3% | Reduced |
| Vectors Research Management, LLC | 7,010 | $2.31M | 0.66% | −535−7.1% | Reduced |
| PFG Advisors | 6,912 | $2.28M | 0.17% | −23−0.3% | Reduced |
| HITE Hedge Asset Management LLC | 6,868 | $2.26M | 0.26% | 00.0% | Unchanged |
| Tiaa, FSB | 6,844 | $2.25M | 0.01% | −100−1.4% | Reduced |
| Benedict Financial Advisors Inc | 6,819 | $2.25M | 0.62% | −7−0.1% | Reduced |
| Summit Financial, LLC | 6,700 | $2.21M | 0.16% | +2,710+67.9% | Added |
| O'Shaughnessy Asset Management, LLC | 6,695 | $2.21M | 0.03% | +228+3.5% | Added |
| Gardner Lewis Asset Management L P | 6,610 | $2.18M | 0.80% | +837+14.5% | Added |
| Courier Capital LLC | 6,564 | $2.16M | 0.17% | +6,564 | New |
| Journey Advisory Group, LLC | 6,475 | $2.13M | 0.32% | +652+11.2% | Added |
| Carret Asset Management, LLC | 6,390 | $2.11M | 0.28% | +646+11.2% | Added |
| Ontario Teachers Pension Plan Board | 6,266 | $2.06M | 0.02% | +2,552+68.7% | Added |
| Stratos Wealth Partners, LTD. | 6,224 | $2.05M | 0.05% | +360+6.1% | Added |
| Integrated Wealth Concepts LLC | 6,141 | $2.02M | 0.03% | +3,197+108.6% | Added |
| Connectus Wealth, LLC | 6,091 | $2.01M | 0.05% | +6,091 | New |
| Cullen/Frost Bankers, Inc. | 6,059 | $2.00M | 0.03% | −123−2.0% | Reduced |
| Argent Trust Co | 5,998 | $1.98M | 0.11% | +2,320+63.1% | Added |
| Thrivent Financial for Lutherans | 5,975 | $1.97M | 0.00% | +836+16.3% | Added |
| WoodTrust Financial Corp | 5,945 | $1.96M | 0.36% | +250+4.4% | Added |
| Connolly Sarah T. | 5,924 | $1.95M | 1.18% | −7−0.1% | Reduced |
| Vigilant Capital Management, LLC | 5,904 | $1.95M | 0.15% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,900 | $1.94M | 0.01% | −5−0.1% | Reduced |
| Sit Investment Associates Inc | 5,835 | $1.92M | 0.05% | +80+1.4% | Added |
| MML Investors Services, LLC | 5,793 | $1.91M | 0.01% | +467+8.8% | Added |
| Nixon Peabody Trust Co | 5,743 | $1.89M | 1.53% | −2,276−28.4% | Reduced |
| Nemes Rush Group LLC | 5,637 | $1.86M | 0.33% | +5,637 | New |
| La Banque Postale Asset Management SA | 5,605 | $1.85M | 0.04% | −4,301−43.4% | Reduced |
| Regions Financial Corp | 5,590 | $1.84M | 0.02% | −1,031−15.6% | Reduced |
| New Mexico Educational Retirement Board | 5,576 | $1.84M | 0.08% | +300+5.7% | Added |
| Charter Trust Co | 5,424 | $1.79M | 0.14% | −353−6.1% | Reduced |
| Elmwood Wealth Management, Inc. | 5,406 | $1.78M | 0.83% | −151−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,300 | $1.75M | 0.06% | +400+8.2% | Added |
| Jane Street Group, LLC | 5,296 | $1.74M | 0.00% | −32,667−86.0% | Reduced |
| First Foundation Advisors | 5,218 | $1.72M | 0.07% | −35−0.7% | Reduced |
| Bokf, NA | 5,195 | $1.71M | 0.03% | −684−11.6% | Reduced |
| Guggenheim Capital LLC | 5,194 | $1.71M | 0.01% | −414−7.4% | Reduced |
| Soros Capital Management LLC | 5,170 | $1.70M | 1.32% | +1,010+24.3% | Added |
| Western Wealth Management, LLC | 5,159 | $1.70M | 0.14% | +7+0.1% | Added |
| Segall Bryant & Hamill, LLC | 5,138 | $1.69M | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,095 | $1.68M | 0.09% | +5,095 | New |
| Prudential PLC | 5,033 | $1.66M | 0.02% | −34−0.7% | Reduced |
| Cetera Advisors LLC | 5,027 | $1.66M | 0.03% | +198+4.1% | Added |
| Metropolitan Life Insurance Co | 5,007 | $1.65M | 0.08% | −127−2.5% | Reduced |
| Pettee Investors, Inc. | 4,975 | $1.64M | 0.74% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,857 | $1.60M | 0.03% | −33−0.7% | Reduced |
| Tempus Wealth Planning, LLC | 4,850 | $1.60M | 0.72% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,842 | $1.60M | 0.17% | −179−3.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 4,840 | $1.59M | 0.47% | 00.0% | Unchanged |
| Veritable, L.P. | 4,817 | $1.59M | 0.03% | −275−5.4% | Reduced |
| Sigma Planning Corp | 4,781 | $1.58M | 0.06% | −17−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,765 | $1.57M | 0.26% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,740 | $1.56M | 0.08% | −1,275−21.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,723 | $1.56M | 0.03% | −50−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 4,706 | $1.55M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,663 | $1.54M | 0.01% | −137−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 4,596 | $1.51M | 0.06% | +11+0.2% | Added |
| Apollon Wealth Management, LLC | 4,558 | $1.50M | 0.07% | +996+28.0% | Added |
| Burney Co | 4,515 | $1.49M | 0.07% | +39+0.9% | Added |
| Decatur Capital Management, Inc. | 4,436 | $1.46M | 1.00% | −65−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,403 | $1.45M | 0.16% | −1,475−25.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,282 | $1.41M | 1.07% | +17+0.4% | Added |
| NewEdge Wealth, LLC | 4,252 | $1.40M | 0.05% | +3,218+311.2% | Added |
| Atria Investments LLC | 4,147 | $1.37M | 0.02% | +146+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,124 | $1.36M | 0.10% | +40+1.0% | Added |
| Triangle Securities Wealth Management | 4,117 | $1.36M | 0.47% | −122−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,114 | $1.36M | 0.24% | −10.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,111 | $1.35M | 0.02% | +103+2.6% | Added |
| Neville Rodie & Shaw Inc | 4,100 | $1.35M | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,080 | $1.34M | 0.18% | −239−5.5% | Reduced |
| Fiera Capital Corp | 4,071 | $1.34M | 0.00% | −639−13.6% | Reduced |
| ABN AMRO Bank N.V. | 4,040 | $1.34M | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,031 | $1.33M | 0.12% | +10+0.2% | Added |
| Centiva Capital, LP | 4,016 | $1.32M | 0.07% | +4,016 | New |
| Aquila Investment Management LLC | 4,000 | $1.32M | 1.08% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,990 | $1.31M | 0.05% | +46+1.2% | Added |
| Twin Capital Management Inc | 3,983 | $1.31M | 0.17% | −37−0.9% | Reduced |
| Diversified Trust Co | 3,948 | $1.30M | 0.05% | −1,079−21.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,944 | $1.30M | 0.02% | +752+23.6% | Added |
| Claro Advisors LLC | 3,890 | $1.28M | 0.32% | +365+10.4% | Added |
| CIBC Private Wealth Group, LLC | 3,888 | $1.28M | 0.00% | −140−3.5% | Reduced |
| Desjardins Global Asset Management Inc. | 3,887 | $1.28M | 0.15% | −12,996−77.0% | Reduced |
| Savant Capital, LLC | 3,863 | $1.27M | 0.02% | +27+0.7% | Added |
| HB Wealth Management, LLC | 3,849 | $1.27M | 0.02% | +167+4.5% | Added |
| Wedbush Securities Inc | 3,821 | $1.26M | 0.06% | +899+30.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,810 | $1.25M | 0.06% | −240−5.9% | Reduced |
| Imprint Wealth LLC | 3,808 | $1.25M | 0.79% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,774 | $1.24M | 0.41% | −273−6.7% | Reduced |
| Phoenix Holdings Ltd. | 3,767 | $1.24M | 0.03% | +1,066+39.5% | Added |
| Uncommon Cents Investing LLC | 3,765 | $1.24M | 0.44% | −10−0.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,745 | $1.23M | 0.61% | +22+0.6% | Added |
| Bleakley Financial Group, LLC | 3,738 | $1.23M | 0.04% | +588+18.7% | Added |