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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 1,356 | $387.6K | 0.09% | −201−12.9% | Reduced |
| Aviance Capital Partners, LLC | 1,357 | $387.9K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,359 | $388.5K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,363 | $389.5K | 0.03% | −69−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,363 | $389.6K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,377 | $393.6K | 0.09% | +346+33.6% | Added |
| Vista Wealth Management Group, LLC | 1,380 | $394.4K | 0.04% | +1+0.1% | Added |
| Confluence Wealth Services, Inc. | 1,381 | $394.8K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 1,385 | $395.9K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,389 | $397.1K | 0.02% | +299+27.4% | Added |
| RSM US Wealth Management LLC | 1,392 | $397.9K | 0.01% | −5−0.4% | Reduced |
| Summit Asset Management, LLC | 1,394 | $398.5K | 0.11% | +200+16.8% | Added |
| Knowledge Leaders Capital, LLC | 1,394 | $398.5K | 0.59% | +1,394 | New |
| Cambridge Trust Co | 1,395 | $398.8K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,397 | $399.4K | 0.01% | +328+30.7% | Added |
| Middleton & Co Inc | 1,400 | $400.2K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $400.2K | 0.37% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,402 | $400.8K | 0.30% | −25−1.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $401.1K | 0.01% | +26+1.9% | Added |
| Strong Tower Advisory Services | 1,404 | $401.5K | 0.20% | +24+1.7% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $403.1K | 0.39% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,411 | $403.4K | 0.07% | +68+5.1% | Added |
| Central Trust Co | 1,413 | $403.9K | 0.01% | +601+74.0% | Added |
| Credit Capital Investments LLC | 1,438 | $411.1K | 0.54% | +1,438 | New |
| Leavell Investment Management, Inc. | 1,450 | $415.0K | 0.03% | +1,450 | New |
| Bridge Advisory, LLC | 1,455 | $416.0K | 0.15% | +8+0.6% | Added |
| Simmons Bank | 1,457 | $416.5K | 0.04% | −260−15.1% | Reduced |
| Basepoint Wealth LLC | 1,461 | $417.8K | 0.34% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,473 | $421.1K | 0.01% | +1,473 | New |
| United Capital Financial Advisers, LLC | 1,477 | $422.1K | 0.00% | −279−15.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,482 | $423.5K | 0.10% | −2−0.1% | Reduced |
| Parallel Advisors, LLC | 1,490 | $426.0K | 0.01% | −7−0.5% | Reduced |
| Westside Investment Management, Inc. | 1,500 | $428.8K | 0.12% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,500 | $429.0K | 0.21% | 00.0% | Unchanged |
| Balentine LLC | 1,511 | $431.9K | 0.01% | +7+0.5% | Added |
| Morningstar Investment Services LLC | 1,507 | $432.0K | 0.01% | −33−2.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,512 | $432.3K | 0.04% | +1,512 | New |
| Clarius Group, LLC | 1,532 | $438.0K | 0.04% | −386−20.1% | Reduced |
| Horizon Investments, LLC | 1,543 | $439.0K | 0.01% | +21+1.4% | Added |
| Hengehold Capital Management LLC | 1,536 | $439.0K | 0.06% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,540 | $440.3K | 0.04% | −23−1.5% | Reduced |
| XML Financial, LLC | 1,549 | $442.8K | 0.05% | +40+2.7% | Added |
| Baystate Wealth Management LLC | 1,573 | $449.7K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,579 | $451.4K | 0.20% | +684+76.4% | Added |
| Symmetry Partners, LLC | 1,590 | $455.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,597 | $456.5K | 0.11% | +55+3.6% | Added |
| Cadent Capital Advisors, LLC | 1,599 | $457.0K | 0.22% | +4+0.3% | Added |
| Montag A & Associates Inc | 1,600 | $457.3K | 0.03% | +93+6.2% | Added |
| ProVise Management Group, LLC | 1,600 | $457.4K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,603 | $458.3K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 1,610 | $460.3K | 0.26% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,613 | $461.1K | 0.03% | −25−1.5% | Reduced |
| First Citizens Bank & Trust Co | 1,618 | $462.5K | 0.01% | +18+1.1% | Added |
| Ascent Group, LLC | 1,802 | $463.3K | 0.05% | +113+6.7% | Added |
| Ci Investments Inc. | 1,622 | $464.0K | 0.00% | +47+3.0% | Added |
| Raymond James Trust N.A. | 1,625 | $464.5K | 0.01% | +78+5.0% | Added |
| Capital City Trust Co | 1,633 | $466.8K | 0.15% | +8+0.5% | Added |
| Avitas Wealth Management LLC | 1,642 | $469.4K | 0.09% | −53−3.1% | Reduced |
| Leonteq Securities AG | 1,650 | $471.7K | 0.05% | −1,033−38.5% | Reduced |
| Sicart Associates LLC | 1,650 | $471.7K | 0.18% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,651 | $472.1K | 0.02% | +393+31.2% | Added |
| DCM Advisors, LLC | 1,657 | $473.7K | 0.21% | 00.0% | Unchanged |
| Navalign, LLC | 1,669 | $477.0K | 0.18% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,672 | $478.0K | 0.25% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,679 | $479.9K | 0.09% | −36−2.1% | Reduced |
| Capital Advisors Inc | 1,689 | $482.7K | 0.01% | +466+38.1% | Added |
| Hunter Associates Investment Management LLC | 1,695 | $485.0K | 0.10% | −542−24.2% | Reduced |
| Trust Co of Vermont | 1,697 | $485.1K | 0.03% | +785+86.1% | Added |
| Fragasso Group Inc. | 1,698 | $485.4K | 0.05% | −3−0.2% | Reduced |
| Evercore Wealth Management, LLC | 1,707 | $488.0K | 0.01% | −55−3.1% | Reduced |
| Diametric Capital, LP | 1,713 | $489.7K | 0.20% | −1,761−50.7% | Reduced |
| West Wealth Group, LLC | 1,719 | $491.4K | 0.21% | +6+0.4% | Added |
| Park Avenue Securities LLC | 1,726 | $493.0K | 0.01% | +1,726 | New |
| Hancock Whitney Corp | 1,730 | $494.6K | 0.02% | +2+0.1% | Added |
| Siemens Fonds Invest GmbH | 1,730 | $494.6K | 0.05% | +437+33.8% | Added |
| Telemus Capital, LLC | 1,753 | $501.1K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 1,763 | $504.0K | 0.01% | −91−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,774 | $507.3K | 0.07% | +262+17.3% | Added |
| S.E.E.D. Planning Group LLC | 1,775 | $507.4K | 0.20% | +9+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,778 | $508.3K | 0.05% | −25−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,784 | $510.0K | 0.01% | +1,671+1,478.8% | Added |
| Chatham Capital Group, Inc. | 1,794 | $512.9K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 1,798 | $514.0K | 0.01% | +14+0.8% | Added |
| Wahed Invest LLC | 1,808 | $516.9K | 0.17% | +147+8.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,812 | $517.9K | 0.02% | −477−20.8% | Reduced |
| Formidable Asset Management, LLC | 1,812 | $518.0K | 0.11% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,821 | $520.6K | 0.06% | −18−1.0% | Reduced |
| Johnson Investment Counsel Inc | 1,829 | $522.9K | 0.01% | +386+26.7% | Added |
| Addison Capital Co | 1,859 | $531.0K | 0.41% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,877 | $536.6K | 0.11% | +184+10.9% | Added |
| Valeo Financial Advisors, LLC | 1,880 | $537.4K | 0.02% | +661+54.2% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $538.3K | 0.56% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,900 | $543.2K | 0.04% | +1,900 | New |
| Transcend Wealth Collective, LLC | 1,904 | $544.3K | 0.05% | −36−1.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,910 | $546.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,955 | $558.8K | 0.02% | +213+12.2% | Added |
| Mutual Advisors, LLC | 1,973 | $564.0K | 0.02% | +101+5.4% | Added |
| Ulysses Management LLC | 2,000 | $571.7K | 0.16% | +2,000 | New |
| First American Bank | 2,014 | $575.7K | 0.05% | +14+0.7% | Added |
| Ellenbecker Investment Group | 2,018 | $576.0K | 0.15% | 00.0% | Unchanged |