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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, Q3 2023

Institutional positions in Rockwell Automation, Inc as of Sep 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
1,140
+11 vs. Q2 2023
Shares held
92.3M
−1.25M (−1.3%) vs. Q2 2023
Total value
$26.4B
−$4.46B (−14.5%) vs. Q2 2023
New holders
104
427 more added
Sold out
93
368 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,140 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ3 2023: $26.4B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2023.

Institutions holding ROK in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
S&T Bank0$00.00%−650−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−647−100.0%Sold out
Stokes Family Office, LLC0$00.00%−640−100.0%Sold out
NWF Advisory Services Inc.0$00.00%−630−100.0%Sold out
Inceptionr LLC0$00.00%−627−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−624−100.0%Sold out
Catalyst Financial Partners LLC0$00.00%−621−100.0%Sold out
Merrion Investment Management Co, LLC0$00.00%−616−100.0%Sold out
Tilt Investment Management Holdings, PBC0$00.00%−609−100.0%Sold out
Abbrea Capital, LLC0$00.00%−608−100.0%Sold out
Coombe, Bender & Co LLC0$00.00%−533−100.0%Sold out
CVA Family Office, LLC0$00.00%−253−100.0%Sold out
Globeflex Capital L P0$00.00%−243−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−176−100.0%Sold out
Clear Street Markets LLC0$00.00%−151−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−136−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−123−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−86−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−65−100.0%Sold out
Canton Hathaway, LLC0$00.00%−64−100.0%Sold out
Quarry LP0$00.00%−57−100.0%Sold out
Your Advocates Ltd., LLP0$00.00%−40−100.0%Sold out
Crewe Advisors LLC0$00.00%−30−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−19−100.0%Sold out
Ridgewood Investments LLC0$00.00%−13−100.0%Sold out
Disciplined Investments, LLC0$00.00%−11−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−8−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−8−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−10−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−5−100.0%Sold out
NewSquare Capital LLC0$00.00%−4−100.0%Sold out
Safeguard Financial, LLC0$00.00%−3−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−2−100.0%Sold out
Pictet Asset Management SA––––Not filed
Bradley Mark J.––––Not filed
Sabadell Asset Management, S.A S.G.I.I.C––––Not filed
Efg Capital International Corp.––––Not filed
Tiaa, FSB––––Not filed
Vigilant Capital Management, LLC––––Not filed
EA Series Trust––––Not filed
Sentinus, LLC––––Not filed
Ten Capital Wealth Advisors, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Lumature Wealth Partners, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed