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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.17M | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,871 | $3.18M | 1.08% | +111+1.3% | Added |
| iA Global Asset Management Inc. | 8,897 | $3.19M | 0.05% | +8,897 | New |
| Westport Asset Management Inc | 9,000 | $3.23M | 1.43% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,188 | $3.30M | 0.02% | −642−6.5% | Reduced |
| Jain Global LLC | 9,320 | $3.34M | 0.04% | +8,499+1,035.2% | Added |
| Wealthfront Advisers LLC | 9,339 | $3.35M | 0.01% | +54+0.6% | Added |
| Brinker Capital Investments, LLC | 9,545 | $3.43M | 0.03% | −4,223−30.7% | Reduced |
| LGT Fund Management Co Ltd. | 9,720 | $3.49M | 0.15% | +9,720 | New |
| Macquarie Group Ltd | 9,819 | $3.52M | 0.02% | −1,382−12.3% | Reduced |
| Empowered Funds, LLC | 9,984 | $3.58M | 0.02% | +9,984 | New |
| McDonald Partners LLC | 10,000 | $3.59M | 0.85% | +10,000 | New |
| Group One Trading, L.P. | 10,104 | $3.63M | 0.12% | +5,416+115.5% | Added |
| Integrated Wealth Concepts LLC | 10,182 | $3.65M | 0.03% | +3,470+51.7% | Added |
| Charter Trust Co | 10,284 | $3.69M | 0.22% | +99+1.0% | Added |
| Baldwin Investment Management, LLC | 10,377 | $3.72M | 0.44% | −50.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,444 | $3.75M | 0.01% | −382−3.5% | Reduced |
| Patton Fund Management, Inc. | 10,476 | $3.76M | 0.64% | +9,910+1,750.9% | Added |
| Vontobel Holding Ltd. | 10,489 | $3.76M | 0.01% | −62−0.6% | Reduced |
| First Pacific Financial | 10,560 | $3.79M | 0.49% | −215−2.0% | Reduced |
| Alerus Financial NA | 10,597 | $3.80M | 0.19% | −4,131−28.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,600 | $3.80M | 0.22% | +10,600 | New |
| Allstate Corp | 10,725 | $3.85M | 0.04% | +2,436+29.4% | Added |
| KBC Group NV | 10,900 | $3.91M | 0.01% | +144+1.3% | Added |
| Rokos Capital Management LLP | 10,970 | $3.94M | 0.07% | +10,970 | New |
| State of Alaska, Department of Revenue | 11,190 | $4.01M | 0.04% | 00.0% | Unchanged |
| OP Asset Management Ltd | 11,298 | $4.05M | 0.04% | −1,112−9.0% | Reduced |
| Dempze Nancy E | 11,317 | $4.06M | 2.23% | −118−1.0% | Reduced |
| Madison Asset Management, LLC | 11,499 | $4.13M | 0.05% | −9,978−46.5% | Reduced |
| Smithbridge Asset Management Inc | 11,523 | $4.14M | 0.61% | −11,635−50.2% | Reduced |
| Weatherly Asset Management L. P. | 11,570 | $4.15M | 0.34% | +10.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,621 | $4.17M | 0.84% | −19−0.2% | Reduced |
| Omers Administration Corp | 11,674 | $4.19M | 0.03% | +2,504+27.3% | Added |
| Everence Capital Management Inc | 11,678 | $4.19M | 0.26% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,954 | $4.29M | 0.05% | −106−0.9% | Reduced |
| Yousif Capital Management, LLC | 11,957 | $4.29M | 0.05% | −365−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,987 | $4.30M | 0.01% | −1,519−11.2% | Reduced |
| Fiduciary Trust Co | 12,044 | $4.32M | 0.05% | −23−0.2% | Reduced |
| M&T Bank Corp | 12,261 | $4.40M | 0.01% | −595−4.6% | Reduced |
| Searle & Co. | 12,293 | $4.41M | 1.11% | 00.0% | Unchanged |
| Kampmann Melissa S. | 12,314 | $4.42M | 3.55% | −54−0.4% | Reduced |
| Virginia Retirement Systems Et Al | 12,360 | $4.44M | 0.03% | +12,360 | New |
| Scotia Capital Inc. | 12,657 | $4.54M | 0.02% | +2,879+29.4% | Added |
| Oregon Public Employees Retirement Fund | 12,866 | $4.62M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,978 | $4.66M | 0.01% | +354+2.8% | Added |
| Brevan Howard Capital Management LP | 13,049 | $4.68M | 0.05% | −339−2.5% | Reduced |
| Oddo BHF Asset Management SAS | 13,114 | $4.71M | 0.19% | +13,114 | New |
| Beese Fulmer Investment Management, Inc. | 13,265 | $4.76M | 0.31% | +75+0.6% | Added |
| Davy Global Fund Management Ltd | 13,300 | $4.77M | 0.36% | −1,700−11.3% | Reduced |
| Glenmede Trust Co NA | 13,302 | $4.77M | 0.02% | −170−1.3% | Reduced |
| Mackenzie Financial Corp | 13,305 | $4.77M | 0.01% | −136,593−91.1% | Reduced |
| Virtu Financial LLC | 13,422 | $4.82M | 0.20% | +2,276+20.4% | Added |
| Janus Henderson Group PLC | 13,509 | $4.85M | 0.00% | −22,302−62.3% | Reduced |
| Roberts Wealth Advisors, LLC | 13,537 | $4.86M | 1.23% | +587+4.5% | Added |
| Trillium Asset Management, LLC | 13,782 | $4.87M | 0.16% | +11,161+425.8% | Added |
| Aventail Capital Group, LP | 13,899 | $4.99M | 0.24% | +13,899 | New |
| Sequoia Financial Advisors, LLC | 13,939 | $5.00M | 0.03% | −70−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 13,978 | $5.02M | 0.07% | +73+0.5% | Added |
| Lansdowne Partners (UK) LLP | 14,057 | $5.04M | 0.27% | −17,020−54.8% | Reduced |
| Farmers & Merchants Investments Inc | 14,246 | $5.11M | 0.14% | −743−5.0% | Reduced |
| Whitener Capital Management, Inc. | 14,308 | $5.13M | 1.17% | −562−3.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 14,319 | $5.14M | 0.04% | −285−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,357 | $5.15M | 0.01% | +9,919+223.5% | Added |
| Bill Few Associates, Inc. | 14,363 | $5.15M | 1.24% | +174+1.2% | Added |
| Silvercrest Asset Management Group LLC | 14,595 | $5.24M | 0.04% | +12,464+584.9% | Added |
| Ascent Wealth Partners, LLC | 14,626 | $5.25M | 0.61% | +763+5.5% | Added |
| Elefante Mark B | 14,670 | $5.26M | 2.90% | +1,950+15.3% | Added |
| S-Bank Fund Management Ltd | 14,956 | $5.37M | 0.80% | +3,000+25.1% | Added |
| Elo Mutual Pension Insurance Co | 15,066 | $5.41M | 0.09% | +15,066 | New |
| Notis-McConarty Edward | 15,300 | $5.49M | 2.73% | −190−1.2% | Reduced |
| NEOS Investment Management LLC | 15,306 | $5.49M | 0.03% | −27,975−64.6% | Reduced |
| McGuire Investment Group, LLC | 15,796 | $5.67M | 0.64% | −72−0.5% | Reduced |
| Robinhood Asset Management, LLC | 16,124 | $5.79M | 0.42% | +16,124 | New |
| Morningstar Investment Management LLC | 16,181 | $5.81M | 0.36% | +4,168+34.7% | Added |
| Rakuten Investment Management, Inc. | 16,679 | $5.81M | 0.01% | +1,902+12.9% | Added |
| Squarepoint Ops LLC | 16,311 | $5.85M | 0.01% | −67,749−80.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,404 | $5.89M | 1.08% | −3,384−17.1% | Reduced |
| La Banque Postale Asset Management SA | 16,438 | $5.90M | 0.08% | −30,805−65.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,691 | $5.99M | 0.05% | +237+1.4% | Added |
| JustInvest LLC | 16,729 | $6.00M | 0.06% | −181−1.1% | Reduced |
| New York Life Investment Management LLC | 16,776 | $6.02M | 0.05% | +444+2.7% | Added |
| First American Trust, FSB | 16,785 | $6.02M | 0.41% | −6,535−28.0% | Reduced |
| Stratos Wealth Advisors, LLC | 16,789 | $6.03M | 0.37% | +944+6.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $6.10M | 0.05% | +17,000 | New |
| Police & Firemen's Retirement System of New Jersey | 17,436 | $6.26M | 0.05% | +35+0.2% | Added |
| Hall Laurie J Trustee | 17,692 | $6.35M | 2.24% | +160+0.9% | Added |
| Sanctuary Advisors, LLC | 17,747 | $6.37M | 0.03% | +819+4.8% | Added |
| ING Groep NV | 17,791 | $6.38M | 0.04% | +8,281+87.1% | Added |
| MAI Capital Management | 17,954 | $6.44M | 0.04% | −1,117−5.9% | Reduced |
| M&G Plc | 18,014 | $6.47M | 0.03% | −160−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 18,075 | $6.49M | 0.24% | −357−1.9% | Reduced |
| Public Sector Pension Investment Board | 18,115 | $6.50M | 0.02% | +3,544+24.3% | Added |
| Stephens Inc | 18,295 | $6.57M | 0.08% | −4,529−19.8% | Reduced |
| Utah Retirement Systems | 18,398 | $6.60M | 0.07% | −234−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,755 | $6.73M | 0.03% | +4,340+30.1% | Added |
| Silvant Capital Management LLC | 19,014 | $6.82M | 0.24% | +700+3.8% | Added |
| Pathstone Holdings, LLC | 19,161 | $6.88M | 0.03% | +45+0.2% | Added |
| ABN AMRO Bank N.V. | 19,364 | $7.03M | 0.08% | −2,513−11.5% | Reduced |
| Nicholas Company, Inc. | 19,641 | $7.05M | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia | 19,760 | $7.09M | 0.01% | +2,181+12.4% | Added |