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 |
|---|---|---|---|---|---|
| Bridge Advisory, LLC | 1,447 | $476.8K | 0.17% | +5+0.3% | Added |
| Johnson Investment Counsel Inc | 1,443 | $475.3K | 0.01% | +2+0.1% | Added |
| Wintrust Investments LLC | 1,439 | $474.0K | 0.05% | −199−12.1% | Reduced |
| Gladstone Institutional Advisory LLC | 1,432 | $471.9K | 0.03% | +128+9.8% | Added |
| TCWP LLC | 1,430 | $471.1K | 0.10% | −25−1.7% | Reduced |
| Patron Partners Advisors, LLC | 1,427 | $470.1K | 0.33% | +2+0.1% | Added |
| IHT Wealth Management, LLC | 1,426 | $469.7K | 0.02% | −293−17.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,425 | $469.5K | 0.02% | +57+4.2% | Added |
| Stevens Capital Management LP | 1,410 | $465.0K | 0.10% | +1,410 | New |
| North Ridge Wealth Advisors, Inc. | 1,410 | $464.5K | 0.44% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,356 | $462.9K | 0.03% | +39+3.0% | Added |
| Middleton & Co Inc | 1,400 | $461.2K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $461.2K | 0.39% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,397 | $460.2K | 0.02% | −219−13.6% | Reduced |
| Cambridge Trust Co | 1,395 | $459.6K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,387 | $457.0K | 0.09% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $456.3K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,381 | $455.0K | 0.10% | +442+47.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,380 | $454.8K | 0.34% | −48−3.4% | Reduced |
| Strong Tower Advisory Services | 1,380 | $454.7K | 0.22% | +18+1.3% | Added |
| Vista Wealth Management Group, LLC | 1,379 | $454.2K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,377 | $453.7K | 0.01% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,363 | $449.0K | 0.02% | −58−4.1% | Reduced |
| 9258 Wealth Management, LLC | 1,359 | $447.6K | 0.08% | +2+0.1% | Added |
| Aviance Capital Partners, LLC | 1,357 | $447.1K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,343 | $442.5K | 0.08% | +182+15.7% | Added |
| Profund Advisors LLC | 1,334 | $439.5K | 0.02% | +107+8.7% | Added |
| New Jersey Better Educational Savings Trust | 1,330 | $438.2K | 1.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,310 | $431.6K | 0.07% | +15+1.2% | Added |
| Prudent Investors Network | 1,304 | $429.6K | 0.20% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,302 | $429.0K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $428.3K | 0.40% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,292 | $425.6K | 0.01% | +110+9.3% | Added |
| Siemens Fonds Invest GmbH | 1,293 | $423.9K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,286 | $423.7K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,272 | $419.2K | 0.02% | +64+5.3% | Added |
| CoreCap Advisors, LLC | 1,267 | $417.4K | 0.03% | +1,267 | New |
| Clark Capital Management Group, Inc. | 1,261 | $415.4K | 0.00% | +4+0.3% | Added |
| Merit Financial Group, LLC | 1,258 | $414.5K | 0.01% | +44+3.6% | Added |
| Rehmann Capital Advisory Group | 1,252 | $412.5K | 0.04% | +73+6.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $412.0K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 1,243 | $409.5K | 0.04% | +268+27.5% | Added |
| First International Bank & Trust | 1,227 | $404.2K | 0.13% | +23+1.9% | Added |
| Great Valley Advisor Group, Inc. | 1,226 | $404.0K | 0.02% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $402.9K | 0.39% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,223 | $402.9K | 0.01% | +26+2.2% | Added |
| Valeo Financial Advisors, LLC | 1,219 | $401.6K | 0.02% | −164−11.9% | Reduced |
| Accurate Wealth Management, LLC | 1,175 | $401.2K | 0.13% | +168+16.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $399.6K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,210 | $398.6K | 0.08% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,208 | $398.0K | 0.13% | −32−2.6% | Reduced |
| Hyman Charles D | 1,204 | $397.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,203 | $396.3K | 0.18% | +3+0.3% | Added |
| Summit Asset Management, LLC | 1,194 | $393.4K | 0.10% | +184+18.2% | Added |
| Ninety One SA (PTY) Ltd | 1,193 | $391.8K | 0.10% | 00.0% | Unchanged |
| Advocate Group LLC | 1,189 | $391.7K | 0.09% | −574−32.6% | Reduced |
| Perigon Wealth Management, LLC | 1,184 | $390.1K | 0.02% | +288+32.1% | Added |
| Kestra Private Wealth Services, LLC | 1,181 | $389.1K | 0.01% | −56−4.5% | Reduced |
| First Community Trust NA | 1,178 | $388.1K | 0.43% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,177 | $387.8K | 0.29% | +113+10.6% | Added |
| Chicago Trust Co NA | 1,170 | $385.5K | 0.09% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,169 | $385.1K | 0.03% | −56−4.6% | Reduced |
| We Are One Seven, LLC | 1,164 | $383.5K | 0.04% | −1,389−54.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,154 | $380.2K | 0.04% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,145 | $377.2K | 0.20% | +347+43.5% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $374.8K | 0.10% | −5−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 1,137 | $374.7K | 0.01% | +150+15.2% | Added |
| Aurora Private Wealth, Inc. | 1,129 | $372.0K | 0.42% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,124 | $370.3K | 0.06% | +18+1.6% | Added |
| Tealwood Asset Management Inc | 1,120 | $369.0K | 0.18% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,120 | $369.0K | 0.10% | −1,343−54.5% | Reduced |
| Ritholtz Wealth Management | 1,120 | $369.0K | 0.02% | −156−12.2% | Reduced |
| United Bank | 1,115 | $367.3K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,115 | $367.3K | 0.02% | −11−1.0% | Reduced |
| Moody National Bank Trust Division | 1,112 | $366.3K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,111 | $366.1K | 0.05% | +33+3.1% | Added |
| BNC Wealth Management, LLC | 1,106 | $364.4K | 0.19% | −8,003−87.9% | Reduced |
| Milestone Advisory Partners | 1,100 | $362.4K | 0.33% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,100 | $362.4K | 0.00% | +10+0.9% | Added |
| WR Wealth Planners, LLC | 1,099 | $362.1K | 0.14% | +38+3.6% | Added |
| Connecticut Wealth Management, LLC | 1,092 | $359.8K | 0.03% | −64−5.5% | Reduced |
| Associated Banc-Corp | 1,090 | $359.1K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,087 | $358.1K | 0.01% | −102−8.6% | Reduced |
| Meridian Wealth Management, LLC | 1,083 | $356.9K | 0.03% | +1,083 | New |
| Rebalance, LLC | 1,083 | $356.7K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,078 | $355.1K | 0.17% | +1,078 | New |
| Empower Advisory Group, LLC | 1,077 | $354.8K | 0.00% | −511−32.2% | Reduced |
| Verition Fund Management LLC | 1,069 | $352.2K | 0.01% | +1,069 | New |
| Linscomb & Williams, Inc. | 1,066 | $351.2K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,064 | $350.5K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 1,041 | $349.5K | 0.14% | −4−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,057 | $348.2K | 0.00% | −50−4.5% | Reduced |
| Pitcairn Co | 1,051 | $346.3K | 0.03% | −8−0.8% | Reduced |
| Strategic Financial Concepts, LLC | 1,043 | $343.6K | 0.13% | +3+0.3% | Added |
| Dynamic Advisor Solutions LLC | 1,042 | $343.4K | 0.02% | +36+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $340.3K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,033 | $340.3K | 0.07% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,033 | $340.3K | 0.16% | +12+1.2% | Added |
| Jacobi Capital Management LLC | 1,028 | $338.6K | 0.04% | +228+28.5% | Added |
| Kowal Investment Group, LLC | 1,024 | $337.3K | 0.09% | +39+4.0% | Added |