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, Q1 2026
Institutional positions in Rockwell Automation, Inc as of Mar 31, 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
- 1,422
- +19 vs. Q4 2025
- Shares held
- 95.9M
- +16.4M (+20.6%) vs. Q4 2025
- Total value
- $34.4B
- +$3.47B (+11.2%) vs. Q4 2025
- New holders
- 150
- 496 more added
- Sold out
- 131
- 484 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,912,479 | $4.28B | 0.08% | +1,439,850+13.7% | Added |
| Vanguard Capital Management LLC | 7,301,831 | $2.62B | 0.06% | +7,301,831 | New |
| Vanguard Portfolio Management LLC | 5,845,734 | $2.10B | 0.11% | +5,845,734 | New |
| State Street Corp | 5,058,012 | $1.82B | 0.06% | +61,882+1.2% | Added |
| Geode Capital Management, LLC | 3,057,997 | $1.09B | 0.07% | +133,496+4.6% | Added |
| Morgan Stanley | 2,823,547 | $1.01B | 0.06% | −98,293−3.4% | Reduced |
| UBS Group AG | 2,180,027 | $782.4M | 0.14% | +553,366+34.0% | Added |
| Goldman Sachs Group Inc | 1,922,479 | $689.9M | 0.09% | −188,250−8.9% | Reduced |
| JPMorgan Chase & Co | 1,908,366 | $665.1M | 0.05% | +1,279,548+203.5% | Added |
| Invesco Ltd. | 1,685,669 | $605.0M | 0.06% | +140,565+9.1% | Added |
| Charles Schwab Investment Management Inc | 1,537,690 | $553.5M | 0.08% | −923−0.1% | Reduced |
| Northern Trust Corp | 1,418,943 | $509.2M | 0.07% | −2,522−0.2% | Reduced |
| Price T Rowe Associates Inc | 1,364,997 | $489.9M | 0.06% | −103,135−7.0% | Reduced |
| UBS Asset Management Americas Inc | 1,148,663 | $412.2M | 0.09% | +66,291+6.1% | Added |
| Bank of America Corp | 1,046,789 | $375.7M | 0.03% | −181,406−14.8% | Reduced |
| Amundi | 998,374 | $358.3M | 0.10% | +118,474+13.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 981,885 | $352.4M | 0.23% | +3,886+0.4% | Added |
| Nordea Investment Management AB | 974,623 | $343.0M | 0.32% | +229,809+30.9% | Added |
| Fisher Asset Management, LLC | 927,088 | $332.7M | 0.11% | +69,559+8.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 904,357 | $324.5M | 0.44% | +107,646+13.5% | Added |
| Legal & General Group Plc | 814,906 | $292.5M | 0.07% | +81,196+11.1% | Added |
| Holocene Advisors, LP | 787,779 | $282.7M | 0.68% | −137,848−14.9% | Reduced |
| Victory Capital Management Inc | 757,183 | $271.8M | 0.17% | −207,695−21.5% | Reduced |
| Lazard Asset Management LLC | 756,499 | $271.5M | 0.45% | −4,053−0.5% | Reduced |
| Dimensional Fund Advisors LP | 707,881 | $254.0M | 0.05% | +20,956+3.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 645,916 | $231.8M | 0.21% | −208,276−24.4% | Reduced |
| Vanguard Fiduciary Trust Co | 633,773 | $227.4M | 0.06% | +633,773 | New |
| Bank of New York Mellon Corp | 630,279 | $226.2M | 0.04% | −9,365−1.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 621,257 | $223.0M | 0.32% | +152,253+32.5% | Added |
| Alliancebernstein L.P. | 570,075 | $221.8M | 0.07% | −290,313−33.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 602,181 | $216.1M | 0.12% | +79,545+15.2% | Added |
| Raymond James Financial Inc | 541,796 | $191.6M | 0.06% | −66,236−10.9% | Reduced |
| Balyasny Asset Management LLC | 530,847 | $190.5M | 0.37% | −29,868−5.3% | Reduced |
| Ameriprise Financial Inc | 492,495 | $176.7M | 0.04% | +76,053+18.3% | Added |
| Voya Investment Management LLC | 488,169 | $175.2M | 0.18% | −310,047−38.8% | Reduced |
| FMR LLC | 470,430 | $168.8M | 0.01% | +89,435+23.5% | Added |
| Royal Bank of Canada | 464,229 | $166.6M | 0.03% | −296,705−39.0% | Reduced |
| Deutsche Bank AG | 431,693 | $154.9M | 0.05% | +79,121+22.4% | Added |
| Neuberger Berman Group LLC | 426,476 | $153.1M | 0.12% | +104,444+32.4% | Added |
| Brown Brothers Harriman & Co | 425,771 | $152.8M | 0.82% | +424,203+27,053.8% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $152.2M | 0.25% | 00.0% | Unchanged |
| Alecta Pensionsforsakring, Omsesidigt | 412,475 | $147.9M | 0.72% | −138,800−25.2% | Reduced |
| HSBC Holdings PLC | 406,586 | $145.7M | 0.09% | +132,074+48.1% | Added |
| Davenport & Co LLC | 406,350 | $144.7M | 0.80% | −4,916−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 398,746 | $143.1M | 0.10% | +23,903+6.4% | Added |
| Man Group plc | 362,619 | $130.1M | 0.27% | +41,170+12.8% | Added |
| Quilter Plc | 360,846 | $129.5M | 2.27% | +5,042+1.4% | Added |
| Schroder Investment Management Group | 365,436 | $127.4M | 0.10% | −25,896−6.6% | Reduced |
| Worldquant Millennium Advisors LLC | 350,007 | $125.6M | 0.48% | +52,047+17.5% | Added |
| Barclays PLC | 338,581 | $121.5M | 0.04% | +58,644+20.9% | Added |
| Nuveen, LLC | 336,357 | $120.7M | 0.03% | +39,526+13.3% | Added |
| Swiss National Bank | 329,980 | $118.4M | 0.07% | +21,840+7.1% | Added |
| King Luther Capital Management Corp | 304,201 | $109.2M | 0.47% | −12,767−4.0% | Reduced |
| Saturna Capital CORP | 301,481 | $108.2M | 1.52% | +190.0% | Added |
| Great Lakes Advisors, LLC | 291,024 | $104.4M | 0.87% | +10,338+3.7% | Added |
| Blair William & Co | 284,067 | $101.9M | 0.29% | +4,914+1.8% | Added |
| Thrivent Financial for Lutherans | 283,842 | $101.9M | 0.19% | −71,967−20.2% | Reduced |
| Mairs & Power Inc | 283,553 | $101.8M | 1.04% | −46,781−14.2% | Reduced |
| Wells Fargo & Company | 276,336 | $99.2M | 0.02% | −22,582−7.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 275,966 | $98.3M | 0.31% | −124,154−31.0% | Reduced |
| Primecap Management Co | 254,630 | $91.4M | 0.07% | −280−0.1% | Reduced |
| Huntington National Bank | 250,549 | $89.9M | 0.50% | +691+0.3% | Added |
| Jennison Associates LLC | 250,085 | $89.8M | 0.06% | +21,679+9.5% | Added |
| Vanguard Global Advisers, LLC | 245,287 | $88.0M | 0.05% | +245,287 | New |
| Allianz Asset Management GmbH | 241,526 | $86.7M | 0.10% | +95,957+65.9% | Added |
| Canada Pension Plan Investment Board | 238,018 | $85.4M | 0.06% | −12,622−5.0% | Reduced |
| Federated Hermes, Inc. | 234,231 | $84.1M | 0.14% | +152,905+188.0% | Added |
| Ontario Teachers Pension Plan Board | 233,214 | $83.7M | 2.44% | −118,095−33.6% | Reduced |
| Agf Management Ltd | 229,919 | $82.5M | 0.37% | +510.0% | Added |
| Rhumbline Advisers | 211,016 | $75.7M | 0.06% | −477−0.2% | Reduced |
| Westfield Capital Management Co LP | 206,277 | $74.0M | 0.31% | −27,518−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 205,426 | $73.7M | 0.05% | +51,166+33.2% | Added |
| Stifel Financial Corp | 204,981 | $73.6M | 0.07% | +10,410+5.4% | Added |
| Caisse de Depot Et Placement du Quebec | 202,844 | $72.8M | 0.12% | +162,224+399.4% | Added |
| Millennium Management LLC | 199,360 | $71.5M | 0.05% | −23,130−10.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 197,266 | $70.8M | 3.57% | −599−0.3% | Reduced |
| California Public Employees Retirement System | 196,223 | $70.4M | 0.04% | −5,384−2.7% | Reduced |
| Los Angeles Capital Management LLC | 192,747 | $69.2M | 0.27% | +14,317+8.0% | Added |
| Birch Hill Investment Advisors LLC | 188,730 | $67.7M | 3.04% | −4,033−2.1% | Reduced |
| Citigroup Inc | 188,165 | $67.5M | 0.04% | +23,905+14.6% | Added |
| Vanguard Asset Management, Ltd | 182,621 | $65.5M | 0.06% | +182,621 | New |
| Candriam Luxembourg S.C.A. | 182,451 | $65.5M | 0.34% | +1,311+0.7% | Added |
| Great West Life Assurance Co | 175,943 | $63.3M | 0.11% | +5,846+3.4% | Added |
| Citadel Advisors LLC | 171,781 | $61.6M | 0.04% | −353,021−67.3% | Reduced |
| National Pension Service | 171,018 | $61.4M | 0.05% | +27,919+19.5% | Added |
| SEB Asset Management AB | 170,940 | $61.3M | 0.26% | +170,940 | New |
| HighTower Advisors, LLC | 168,297 | $60.4M | 0.06% | +31,053+22.6% | Added |
| Waters Parkerson & Co., LLC | 167,144 | $60.0M | 3.08% | −1,128−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 167,106 | $60.0M | 0.05% | +138,253+479.2% | Added |
| UniSuper Management Pty Ltd | 166,605 | $59.8M | 0.39% | +720.0% | Added |
| California State Teachers Retirement System | 165,962 | $59.6M | 0.06% | −4,238−2.5% | Reduced |
| Stephens Investment Management Group LLC | 165,027 | $59.2M | 0.81% | −736−0.4% | Reduced |
| LPL Financial LLC | 164,587 | $59.1M | 0.02% | −38,238−18.9% | Reduced |
| Franklin Resources Inc | 161,559 | $58.0M | 0.01% | −72,532−31.0% | Reduced |
| Envestnet Asset Management Inc | 158,793 | $57.0M | 0.02% | +7,820+5.2% | Added |
| Handelsbanken Fonder AB | 158,775 | $57.0M | 0.19% | −10,682−6.3% | Reduced |
| Prudential Financial Inc | 155,857 | $55.9M | 0.07% | −101,428−39.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $55.6M | 0.47% | 00.0% | Unchanged |
| Principal Financial Group Inc | 154,025 | $55.3M | 0.03% | −10,117−6.2% | Reduced |
| Quantinno Capital Management LP | 151,848 | $54.5M | 0.09% | +61,928+68.9% | Added |