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 2026
Institutional positions in Rockwell Automation, Inc as of Jun 30, 2026. 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
- 1,545
- +136 vs. Q1 2026
- Shares held
- 99.1M
- +3.30M (+3.4%) vs. Q1 2026
- Total value
- $48.8B
- +$14.5B (+42.2%) vs. Q1 2026
- New holders
- 228
- 577 more added
- Sold out
- 92
- 442 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,380,576 | $6.13B | 0.09% | +468,097+3.9% | Added |
| Vanguard Capital Management LLC | 7,270,705 | $3.60B | 0.08% | −31,126−0.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,928,262 | $2.93B | 0.13% | +82,528+1.4% | Added |
| State Street Corp | 5,323,990 | $2.64B | 0.08% | +265,978+5.3% | Added |
| Geode Capital Management, LLC | 3,132,604 | $1.55B | 0.08% | +74,607+2.4% | Added |
| Morgan Stanley | 3,040,314 | $1.51B | 0.08% | +216,767+7.7% | Added |
| JPMorgan Chase & Co | 2,919,588 | $1.41B | 0.08% | +1,011,222+53.0% | Added |
| UBS Group AG | 2,183,669 | $1.08B | 0.17% | +3,642+0.2% | Added |
| Goldman Sachs Group Inc | 1,933,275 | $957.1M | 0.10% | +10,796+0.6% | Added |
| Invesco Ltd. | 1,820,740 | $901.4M | 0.07% | +135,071+8.0% | Added |
| Charles Schwab Investment Management Inc | 1,524,563 | $754.8M | 0.10% | −13,127−0.9% | Reduced |
| Northern Trust Corp | 1,437,183 | $711.5M | 0.08% | +18,240+1.3% | Added |
| Norges Bank | 1,392,295 | $689.3M | 0.07% | +1,392,295 | New |
| Price T Rowe Associates Inc | 1,241,264 | $614.5M | 0.06% | −123,733−9.1% | Reduced |
| Nordea Investment Management AB | 1,235,953 | $607.9M | 0.50% | +261,330+26.8% | Added |
| UBS Asset Management Americas Inc | 1,074,596 | $532.0M | 0.10% | −74,067−6.4% | Reduced |
| Bank of America Corp | 1,036,484 | $513.1M | 0.03% | −10,305−1.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,019,528 | $504.7M | 0.29% | +37,643+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 979,160 | $484.6M | 0.58% | +74,803+8.3% | Added |
| Fisher Asset Management, LLC | 959,431 | $475.0M | 0.14% | +32,343+3.5% | Added |
| Victory Capital Management Inc | 931,970 | $461.4M | 0.26% | +174,787+23.1% | Added |
| Amundi | 910,796 | $450.9M | 0.11% | −87,578−8.8% | Reduced |
| Legal & General Group Plc | 797,658 | $394.9M | 0.08% | −17,248−2.1% | Reduced |
| Lazard Asset Management LLC | 793,886 | $393.0M | 0.60% | +37,387+4.9% | Added |
| Dimensional Fund Advisors LP | 756,533 | $374.5M | 0.07% | +48,652+6.9% | Added |
| Voya Investment Management LLC | 698,644 | $345.9M | 0.30% | +210,475+43.1% | Added |
| Robeco Institutional Asset Management B.V. | 694,061 | $343.6M | 0.42% | +72,804+11.7% | Added |
| Vanguard Fiduciary Trust Co | 637,127 | $315.4M | 0.07% | +3,354+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 611,182 | $302.6M | 0.24% | −34,734−5.4% | Reduced |
| Bank of New York Mellon Corp | 607,152 | $300.6M | 0.05% | −23,127−3.7% | Reduced |
| Holocene Advisors, LP | 586,073 | $290.2M | 0.66% | −201,706−25.6% | Reduced |
| Raymond James Financial Inc | 581,303 | $287.8M | 0.08% | +39,507+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 571,467 | $282.9M | 0.13% | −30,714−5.1% | Reduced |
| Barclays PLC | 523,791 | $259.3M | 0.08% | +185,210+54.7% | Added |
| HSBC Holdings PLC | 472,888 | $234.0M | 0.11% | +66,302+16.3% | Added |
| Neuberger Berman Group LLC | 447,447 | $221.5M | 0.15% | +20,971+4.9% | Added |
| Royal Bank of Canada | 436,595 | $216.2M | 0.04% | −27,634−6.0% | Reduced |
| Deutsche Bank AG | 424,864 | $210.3M | 0.06% | −6,829−1.6% | Reduced |
| Nuveen, LLC | 420,926 | $208.4M | 0.05% | +84,569+25.1% | Added |
| Ameriprise Financial Inc | 416,086 | $206.0M | 0.04% | −76,409−15.5% | Reduced |
| Brown Brothers Harriman & Co | 414,272 | $205.1M | 0.90% | −11,499−2.7% | Reduced |
| Davenport & Co LLC | 396,897 | $195.2M | 1.00% | −9,453−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 388,222 | $192.2M | 0.11% | −10,524−2.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 377,661 | $185.7M | 0.50% | +101,695+36.9% | Added |
| Alliancebernstein L.P. | 511,356 | $183.5M | 0.07% | −58,719−10.3% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 364,875 | $180.6M | 0.76% | −47,600−11.5% | Reduced |
| Quilter Plc | 364,815 | $180.6M | 2.72% | +3,969+1.1% | Added |
| FMR LLC | 361,553 | $179.0M | 0.01% | −108,877−23.1% | Reduced |
| American Century Companies Inc | 342,575 | $169.6M | 0.07% | +305,357+820.5% | Added |
| Swiss National Bank | 316,860 | $156.9M | 0.08% | −13,120−4.0% | Reduced |
| Wells Fargo & Company | 314,667 | $155.8M | 0.03% | +38,331+13.9% | Added |
| Schroder Investment Management Group | 319,389 | $154.1M | 0.11% | −46,047−12.6% | Reduced |
| Saturna Capital CORP | 301,865 | $149.4M | 1.82% | +384+0.1% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $149.1M | 0.25% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 300,621 | $148.8M | 0.61% | −3,580−1.2% | Reduced |
| Great Lakes Advisors, LLC | 298,044 | $147.6M | 1.12% | +7,020+2.4% | Added |
| Blair William & Co | 282,332 | $139.8M | 0.36% | −1,735−0.6% | Reduced |
| Federated Hermes, Inc. | 275,864 | $136.6M | 0.20% | +41,633+17.8% | Added |
| Worldquant Millennium Advisors LLC | 273,113 | $135.2M | 0.46% | −76,894−22.0% | Reduced |
| Man Group plc | 263,381 | $130.4M | 0.24% | −99,238−27.4% | Reduced |
| Huntington National Bank | 263,182 | $130.3M | 0.63% | +12,633+5.0% | Added |
| Mairs & Power Inc | 257,811 | $127.6M | 1.17% | −25,742−9.1% | Reduced |
| Citigroup Inc | 255,527 | $126.5M | 0.06% | +67,362+35.8% | Added |
| Thrivent Financial for Lutherans | 254,624 | $126.1M | 0.21% | −29,218−10.3% | Reduced |
| Primecap Management Co | 254,360 | $125.9M | 0.07% | −270−0.1% | Reduced |
| Allianz Asset Management GmbH | 240,247 | $118.9M | 0.11% | −1,279−0.5% | Reduced |
| Vanguard Global Advisers, LLC | 239,623 | $118.6M | 0.06% | −5,664−2.3% | Reduced |
| Westfield Capital Management Co LP | 237,136 | $117.4M | 0.38% | +30,859+15.0% | Added |
| Quantinno Capital Management LP | 232,352 | $115.0M | 0.14% | +80,504+53.0% | Added |
| BNP Paribas Arbitrage, SA | 229,501 | $113.6M | 0.06% | +24,075+11.7% | Added |
| Canada Pension Plan Investment Board | 229,482 | $113.6M | 0.06% | −8,536−3.6% | Reduced |
| Jennison Associates LLC | 228,111 | $112.9M | 0.07% | −21,974−8.8% | Reduced |
| Rhumbline Advisers | 221,389 | $109.6M | 0.08% | +10,373+4.9% | Added |
| Stifel Financial Corp | 216,168 | $107.0M | 0.09% | +11,187+5.5% | Added |
| Vanguard Asset Management, Ltd | 205,495 | $101.7M | 0.07% | +22,874+12.5% | Added |
| Reynders McVeigh Capital Management, LLC | 197,440 | $97.7M | 4.33% | +174+0.1% | Added |
| California Public Employees Retirement System | 196,560 | $97.3M | 0.05% | +337+0.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 194,994 | $96.5M | 0.25% | +74,309+61.6% | Added |
| Balyasny Asset Management LLC | 188,603 | $93.4M | 0.17% | −342,244−64.5% | Reduced |
| Birch Hill Investment Advisors LLC | 186,053 | $92.1M | 3.73% | −2,677−1.4% | Reduced |
| Stephens Investment Management Group LLC | 181,002 | $89.6M | 0.96% | +15,975+9.7% | Added |
| Artisan Partners Limited Partnership | 176,879 | $87.6M | 0.14% | +176,879 | New |
| HighTower Advisors, LLC | 176,513 | $87.4M | 0.08% | +8,216+4.9% | Added |
| Candriam Luxembourg S.C.A. | 175,221 | $86.7M | 0.39% | −7,230−4.0% | Reduced |
| LPL Financial LLC | 174,051 | $86.2M | 0.02% | +9,464+5.8% | Added |
| National Pension Service | 173,815 | $86.1M | 0.06% | +2,797+1.6% | Added |
| Acadian Asset Management LLC | 172,083 | $85.2M | 0.10% | +29,585+20.8% | Added |
| California State Teachers Retirement System | 169,746 | $84.0M | 0.08% | +3,784+2.3% | Added |
| UniSuper Management Pty Ltd | 168,413 | $83.4M | 0.43% | +1,808+1.1% | Added |
| Franklin Resources Inc | 165,693 | $82.0M | 0.02% | +4,134+2.6% | Added |
| Waters Parkerson & Co., LLC | 162,556 | $80.5M | 3.97% | −4,588−2.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 161,408 | $79.9M | 0.11% | −41,436−20.4% | Reduced |
| Envestnet Asset Management Inc | 157,868 | $78.2M | 0.02% | −925−0.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $76.7M | 0.58% | 00.0% | Unchanged |
| Great West Life Assurance Co | 151,581 | $75.0M | 0.12% | −24,362−13.8% | Reduced |
| Capital Advisors Inc | 149,600 | $74.1M | 1.09% | +2,074+1.4% | Added |
| Russell Investments Group, Ltd. | 150,097 | $73.9M | 0.06% | +19,673+15.1% | Added |
| Rockefeller Capital Management L.P. | 146,268 | $72.4M | 0.11% | +8,406+6.1% | Added |
| D. E. Shaw & Co., Inc. | 145,738 | $72.2M | 0.04% | −21,368−12.8% | Reduced |
| Principal Financial Group Inc | 135,152 | $66.9M | 0.03% | −18,873−12.3% | Reduced |