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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,543 | $439.0K | 0.01% | +21+1.4% | Added |
| Clarius Group, LLC | 1,532 | $438.0K | 0.04% | −386−20.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,512 | $432.3K | 0.04% | +1,512 | New |
| Morningstar Investment Services LLC | 1,507 | $432.0K | 0.01% | −33−2.1% | Reduced |
| Balentine LLC | 1,511 | $431.9K | 0.01% | +7+0.5% | Added |
| Cito Capital Group, LLC | 1,500 | $429.0K | 0.21% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $428.8K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,490 | $426.0K | 0.01% | −7−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,482 | $423.5K | 0.10% | −2−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,477 | $422.1K | 0.00% | −279−15.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,473 | $421.1K | 0.01% | +1,473 | New |
| Basepoint Wealth LLC | 1,461 | $417.8K | 0.34% | 00.0% | Unchanged |
| Simmons Bank | 1,457 | $416.5K | 0.04% | −260−15.1% | Reduced |
| Bridge Advisory, LLC | 1,455 | $416.0K | 0.15% | +8+0.6% | Added |
| Leavell Investment Management, Inc. | 1,450 | $415.0K | 0.03% | +1,450 | New |
| Credit Capital Investments LLC | 1,438 | $411.1K | 0.54% | +1,438 | New |
| Central Trust Co | 1,413 | $403.9K | 0.01% | +601+74.0% | Added |
| Ascent Wealth Partners, LLC | 1,411 | $403.4K | 0.07% | +68+5.1% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $403.1K | 0.39% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,404 | $401.5K | 0.20% | +24+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $401.1K | 0.01% | +26+1.9% | Added |
| Patron Partners Advisors, LLC | 1,402 | $400.8K | 0.30% | −25−1.8% | Reduced |
| 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 |
| Verition Fund Management LLC | 1,397 | $399.4K | 0.01% | +328+30.7% | Added |
| Cambridge Trust Co | 1,395 | $398.8K | 0.02% | 00.0% | Unchanged |
| 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 |
| RSM US Wealth Management LLC | 1,392 | $397.9K | 0.01% | −5−0.4% | Reduced |
| Associated Banc-Corp | 1,389 | $397.1K | 0.02% | +299+27.4% | Added |
| Equitable Trust Co | 1,385 | $395.9K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,381 | $394.8K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,380 | $394.4K | 0.04% | +1+0.1% | Added |
| FinTrust Capital Advisors, LLC | 1,377 | $393.6K | 0.09% | +346+33.6% | Added |
| Ameritas Investment Partners, Inc. | 1,363 | $389.6K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,363 | $389.5K | 0.03% | −69−4.8% | Reduced |
| 9258 Wealth Management, LLC | 1,359 | $388.5K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,357 | $387.9K | 0.09% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,356 | $387.6K | 0.09% | −201−12.9% | Reduced |
| Prelude Capital Management, LLC | 1,346 | $384.8K | 0.03% | −205−13.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,465 | $384.7K | 0.19% | −1−0.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,331 | $380.4K | 0.26% | −49−3.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,330 | $380.2K | 0.93% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,329 | $379.9K | 0.06% | +19+1.5% | Added |
| Dynamic Advisor Solutions LLC | 1,317 | $376.4K | 0.02% | +275+26.4% | Added |
| Profund Advisors LLC | 1,313 | $375.3K | 0.02% | −21−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 1,137 | $374.7K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,310 | $374.0K | 0.04% | −129−9.0% | Reduced |
| Corton Capital Inc. | 1,306 | $373.3K | 0.19% | +228+21.2% | Added |
| Prudent Investors Network | 1,304 | $372.8K | 0.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,302 | $372.0K | 0.02% | +486+59.6% | Added |
| Valley Brook Capital Group | 1,300 | $371.6K | 0.37% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,277 | $365.1K | 0.04% | −25−1.9% | Reduced |
| Trust Co of Oklahoma | 1,275 | $364.5K | 0.15% | −500−28.2% | Reduced |
| Focus Financial Network, Inc. | 1,273 | $364.0K | 0.02% | +1+0.1% | Added |
| Clark Capital Management Group, Inc. | 1,264 | $361.3K | 0.00% | +3+0.2% | Added |
| IFP Advisors, Inc | 1,255 | $358.8K | 0.02% | +190+17.8% | Added |
| We Are One Seven, LLC | 1,254 | $358.5K | 0.03% | +90+7.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,250 | $357.3K | 0.12% | +1,250 | New |
| Centerpoint Advisors, LLC | 1,250 | $357.0K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,242 | $355.1K | 0.03% | −10−0.8% | Reduced |
| Penserra Capital Management LLC | 1,242 | $353.0K | 0.01% | −530−29.9% | Reduced |
| Cigna Investments Inc | 1,234 | $352.0K | 0.08% | −153−11.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,229 | $351.3K | 0.01% | −1,292−51.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,227 | $351.2K | 0.01% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 1,226 | $350.5K | 0.26% | +49+4.2% | Added |
| Watershed Private Wealth LLC | 1,226 | $350.5K | 0.22% | +1,226 | New |
| Wealthsource Partners, LLC | 1,225 | $350.2K | 0.02% | +56+4.8% | Added |
| Change Path, LLC | 1,225 | $350.0K | 0.03% | −475−27.9% | Reduced |
| NBC Securities, Inc. | 1,227 | $350.0K | 0.04% | +1,227 | New |
| Steinberg Asset Management LLC | 1,223 | $349.6K | 0.31% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,213 | $346.8K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,210 | $345.9K | 0.07% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,208 | $345.3K | 0.11% | +1,208 | New |
| Hyman Charles D | 1,204 | $344.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,202 | $343.6K | 0.01% | +257+27.2% | Added |
| Ninety One SA (PTY) Ltd | 1,193 | $342.9K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,183 | $338.2K | 0.12% | −25−2.1% | Reduced |
| WealthPLAN Partners, LLC | 1,173 | $335.3K | 0.04% | −113−8.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,170 | $334.4K | 0.04% | +1,170 | New |
| Safeguard Investment Advisory Group, LLC | 1,170 | $334.3K | 0.15% | +233+24.9% | Added |
| First Community Trust NA | 1,168 | $333.9K | 0.38% | −10−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,167 | $333.6K | 0.01% | −14−1.2% | Reduced |
| Harfst & Associates, Inc. | 1,160 | $331.6K | 0.09% | +40+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,154 | $329.9K | 0.03% | 00.0% | Unchanged |
| Atom Investors LP | 1,152 | $329.3K | 0.08% | +1,152 | New |
| Pacifica Partners Inc. | 1,149 | $328.8K | 0.18% | +1,149 | New |
| Alps Advisors Inc | 1,148 | $328.2K | 0.00% | +48+4.4% | Added |
| 1776 Wealth LLC | 1,145 | $327.3K | 0.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,145 | $327.3K | 0.08% | −25−2.1% | Reduced |
| WR Wealth Planners, LLC | 1,138 | $325.3K | 0.12% | +39+3.5% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $325.3K | 0.08% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,136 | $324.7K | 0.06% | +162+16.6% | Added |
| Parsons Capital Management Inc | 1,132 | $323.6K | 0.03% | +68+6.4% | Added |
| Lakeview Capital Partners, LLC | 1,131 | $323.3K | 0.06% | +155+15.9% | Added |
| Aurora Private Wealth, Inc. | 1,129 | $323.0K | 0.36% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,127 | $322.2K | 0.01% | −700−38.3% | Reduced |
| SevenBridge Financial Group, LLC | 1,122 | $320.8K | 0.08% | +125+12.5% | Added |
| Tealwood Asset Management Inc | 1,120 | $320.0K | 0.16% | 00.0% | Unchanged |
| United Bank | 1,115 | $318.7K | 0.04% | 00.0% | Unchanged |