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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 5,005 | $1.80M | 0.01% | +201+4.2% | Added |
| Central Pacific Bank - Trust Division | 5,065 | $1.82M | 0.23% | +535+11.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,136 | $1.84M | 0.02% | −7,082−58.0% | Reduced |
| Argent Trust Co | 5,168 | $1.85M | 0.06% | −570−9.9% | Reduced |
| New Mexico Educational Retirement Board | 5,176 | $1.86M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,236 | $1.88M | 0.00% | −20,810−79.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 5,238 | $1.88M | 0.09% | +216+4.3% | Added |
| Marshall Wace, LLP | 5,253 | $1.89M | 0.00% | −22,195−80.9% | Reduced |
| Warren Averett Asset Management, LLC | 5,277 | $1.89M | 0.01% | +260+5.2% | Added |
| IHT Wealth Management, LLC | 5,334 | $1.91M | 0.04% | +1,799+50.9% | Added |
| Cullen/Frost Bankers, Inc. | 5,336 | $1.91M | 0.02% | −18−0.3% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $1.92M | 0.22% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,378 | $1.93M | 0.02% | −84−1.5% | Reduced |
| Equitable Holdings, Inc. | 5,110 | $1.93M | 0.01% | +1,743+51.8% | Added |
| Kornitzer Capital Management Inc | 5,404 | $1.94M | 0.04% | −10,599−66.2% | Reduced |
| Ofi Invest Asset Management | 6,094 | $1.94M | 0.03% | +510+9.1% | Added |
| Oak Thistle LLC | 5,518 | $1.98M | 0.19% | +1,520+38.0% | Added |
| Davis-Rea Ltd. | 5,604 | $2.01M | 0.52% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,636 | $2.02M | 0.02% | +3,658+184.9% | Added |
| Maryland State Retirement & Pension System | 5,644 | $2.03M | 0.04% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 5,659 | $2.03M | 0.10% | +5,659 | New |
| Benjamin Edwards Inc | 5,684 | $2.04M | 0.02% | −154−2.6% | Reduced |
| Generali Asset Management SPA SGR | 5,687 | $2.04M | 0.04% | −648−10.2% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $2.05M | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,705 | $2.05M | 0.59% | +17+0.3% | Added |
| Bowen Hanes & Co Inc | 5,735 | $2.06M | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,744 | $2.06M | 0.29% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5,771 | $2.07M | 0.06% | +3,418+145.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,770 | $2.07M | 0.02% | −951−14.1% | Reduced |
| Wesbanco Bank Inc | 5,797 | $2.08M | 0.06% | −160−2.7% | Reduced |
| Vectors Research Management, LLC | 5,894 | $2.12M | 0.62% | +4+0.1% | Added |
| Financial Advisory Service, Inc. | 5,898 | $2.12M | 0.13% | +5,898 | New |
| Mount Yale Investment Advisors, LLC | 5,909 | $2.12M | 0.05% | +3,222+119.9% | Added |
| Addison Capital Co | 5,916 | $2.12M | 0.38% | +261+4.6% | Added |
| Ancora Advisors, LLC | 5,993 | $2.15M | 0.05% | −554−8.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,843 | $2.16M | 0.00% | −165−2.7% | Reduced |
| Boston Common Asset Management, LLC | 6,021 | $2.16M | 0.14% | −3,126−34.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,034 | $2.17M | 0.03% | −491−7.5% | Reduced |
| Richard C. Young & CO., LTD. | 6,122 | $2.20M | 0.18% | −35−0.6% | Reduced |
| Wealthspire Advisors, LLC | 6,137 | $2.20M | 0.02% | +2,376+63.2% | Added |
| Nwam LLC | 6,154 | $2.21M | 0.13% | +5,331+647.8% | Added |
| Banque Cantonale Vaudoise | 6,237 | $2.24M | 0.08% | −773−11.0% | Reduced |
| Carmel Capital Partners, LLC | 6,276 | $2.25M | 0.81% | −51−0.8% | Reduced |
| Summit Financial, LLC | 6,284 | $2.26M | 0.03% | −151−2.3% | Reduced |
| Banque Transatlantique SA | 6,273 | $2.26M | 0.05% | −5,605−47.2% | Reduced |
| SilverOak Wealth Management LLC | 6,390 | $2.29M | 0.36% | −1,000−13.5% | Reduced |
| Impax Asset Management Group plc | 6,399 | $2.30M | 0.02% | −88−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,402 | $2.30M | 0.07% | +250+4.1% | Added |
| Hartford Investment Management Co | 6,405 | $2.30M | 0.07% | −76−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,422 | $2.30M | 0.02% | −417−6.1% | Reduced |
| Laird Norton Trust Company, LLC | 6,422 | $2.30M | 0.05% | −81−1.2% | Reduced |
| WoodTrust Financial Corp | 6,535 | $2.35M | 0.30% | +360+5.8% | Added |
| Jefferies Financial Group Inc. | 6,574 | $2.36M | 0.03% | +1,673+34.1% | Added |
| Moneta Group Investment Advisors LLC | 6,707 | $2.41M | 0.02% | +184+2.8% | Added |
| Hudson Valley Investment Advisors Inc | 6,783 | $2.43M | 0.32% | −1,195−15.0% | Reduced |
| Riverbridge Partners LLC | 6,785 | $2.44M | 0.06% | +16+0.2% | Added |
| Mizuho Securities USA LLC | 6,793 | $2.44M | 0.06% | −1,382−16.9% | Reduced |
| Northcape Wealth Management, LLC | 6,831 | $2.45M | 0.67% | −832−10.9% | Reduced |
| Benedict Financial Advisors Inc | 6,873 | $2.47M | 0.51% | −56−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,921 | $2.48M | 0.03% | −542−7.3% | Reduced |
| FORA Capital, LLC | 6,951 | $2.49M | 0.18% | +6,951 | New |
| Knollwood Investment Advisory, LLC | 6,950 | $2.49M | 0.25% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,968 | $2.50M | 0.01% | +1,002+16.8% | Added |
| Neo Ivy Capital Management | 6,984 | $2.51M | 0.66% | +6,984 | New |
| BNP Paribas | 7,452 | $2.52M | 0.08% | −688−8.5% | Reduced |
| Sciencast Management LP | 7,086 | $2.54M | 0.32% | +7,086 | New |
| Ascent Group, LLC | 7,100 | $2.55M | 0.09% | +802+12.7% | Added |
| Main Management ETF Advisors, LLC | 7,127 | $2.56M | 0.10% | +7,127 | New |
| Edgestream Partners, L.P. | 7,246 | $2.60M | 0.09% | +5,897+437.1% | Added |
| Norinchukin Bank, The | 7,301 | $2.62M | 0.03% | +27+0.4% | Added |
| Regents Gate Capital LLP | 7,314 | $2.62M | 0.56% | +7,314 | New |
| Rafferty Asset Management, LLC | 7,317 | $2.63M | 0.01% | −2,684−26.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 7,320 | $2.63M | 0.05% | +640+9.6% | Added |
| Slow Capital, Inc. | 7,388 | $2.65M | 0.34% | +2,416+48.6% | Added |
| Summit Trail Advisors, LLC | 7,487 | $2.69M | 0.04% | +3,284+78.1% | Added |
| Pacer Advisors, Inc. | 7,492 | $2.69M | 0.01% | −3,200−29.9% | Reduced |
| Smith Group Asset Management, LLC | 7,644 | $2.74M | 0.14% | −134−1.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,684 | $2.76M | 1.52% | +483+6.7% | Added |
| Vident Advisory, LLC | 7,750 | $2.78M | 0.02% | +1,347+21.0% | Added |
| Venture Visionary Partners LLC | 7,795 | $2.80M | 0.09% | +133+1.7% | Added |
| Zacks Investment Management | 7,876 | $2.83M | 0.02% | +2,248+39.9% | Added |
| SIH Partners, LLLP | 7,889 | $2.83M | 0.09% | +7,889 | New |
| Lido Advisors, LLC | 7,992 | $2.87M | 0.01% | −1,185−12.9% | Reduced |
| Polymer Capital Management (US) LLC | 8,000 | $2.87M | 0.43% | +713+9.8% | Added |
| Investment Management Corp of Ontario | 8,050 | $2.89M | 0.04% | −264−3.2% | Reduced |
| Cresset Asset Management, LLC | 8,092 | $2.90M | 0.01% | −1,626−16.7% | Reduced |
| VCI Wealth Management LLC | 8,150 | $2.92M | 0.81% | −314−3.7% | Reduced |
| Farringdon Capital, Ltd. | 8,237 | $2.96M | 0.65% | +4,125+100.3% | Added |
| Eukles Asset Management | 8,279 | $2.97M | 1.32% | −1,317−13.7% | Reduced |
| Simplex Trading, LLC | 8,320 | $2.99M | 0.09% | +174+2.1% | Added |
| Fayez Sarofim & Co | 8,338 | $2.99M | 0.01% | −60−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 8,165 | $3.02M | 0.01% | −146−1.8% | Reduced |
| J. Safra Sarasin Holding AG | 8,434 | $3.02M | 0.05% | +5,144+156.4% | Added |
| Canada Post Corp Registered Pension Plan | 8,452 | $3.03M | 0.12% | +3,409+67.6% | Added |
| Greenleaf Trust | 8,530 | $3.06M | 0.03% | −216−2.5% | Reduced |
| Buckhead Capital Management LLC | 8,533 | $3.06M | 1.15% | −557−6.1% | Reduced |
| Guyasuta Investment Advisors Inc | 8,623 | $3.09M | 0.18% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,661 | $3.11M | 0.07% | +3,115+56.2% | Added |
| Intech Investment Management LLC | 8,811 | $3.16M | 0.03% | +3,413+63.2% | Added |
| Advisory Services Network, LLC | 8,832 | $3.17M | 0.04% | +319+3.7% | Added |