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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 19,918 | $7.15M | 0.08% | +428+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 20,286 | $7.28M | 0.40% | −4,188−17.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,331 | $7.30M | 0.00% | +2,300+12.8% | Added |
| Telos Capital Management, Inc. | 20,529 | $7.37M | 0.71% | +524+2.6% | Added |
| ProShare Advisors LLC | 20,551 | $7.38M | 0.01% | −361−1.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,562 | $7.38M | 0.35% | +730+3.7% | Added |
| Atlantic Union Bankshares Corp | 20,579 | $7.39M | 0.14% | +6,186+43.0% | Added |
| Tema ETFs LLC | 20,580 | $7.39M | 0.50% | −9,239−31.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,618 | $7.40M | 0.57% | −48−0.2% | Reduced |
| Ethic Inc. | 20,872 | $7.49M | 0.12% | +2,339+12.6% | Added |
| Mercer Global Advisors Inc | 20,967 | $7.52M | 0.01% | +1,988+10.5% | Added |
| Amalgamated Bank | 21,007 | $7.54M | 0.06% | −389−1.8% | Reduced |
| Xponance, Inc. | 21,206 | $7.61M | 0.05% | +2,846+15.5% | Added |
| AIA Group Ltd | 21,229 | $7.62M | 0.11% | +931+4.6% | Added |
| Iyo Bank, Ltd. | 21,350 | $7.66M | 2.73% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21,954 | $7.72M | 0.00% | +9,680+78.9% | Added |
| L & S Advisors Inc | 21,677 | $7.78M | 0.98% | −1,950−8.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,694 | $7.79M | 0.03% | +1,498+7.4% | Added |
| Groupe la Francaise | 21,735 | $7.80M | 0.11% | +20,115+1,241.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,781 | $7.82M | 0.15% | −4,342−16.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,184 | $7.83M | 0.02% | +11,557+33.4% | Added |
| KWMG, LLC | 22,017 | $7.90M | 0.66% | +398+1.8% | Added |
| LGT Group Foundation | 22,171 | $7.96M | 0.10% | +1,017+4.8% | Added |
| Mandatum Life Insurance Co Ltd | 22,200 | $7.97M | 1.79% | +4,700+26.9% | Added |
| Rockland Trust Co | 22,268 | $7.99M | 0.32% | −548−2.4% | Reduced |
| Papp L Roy & Associates | 22,376 | $8.03M | 0.93% | −92−0.4% | Reduced |
| Assenagon Asset Management S.A. | 22,448 | $8.06M | 0.01% | −344,515−93.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 22,595 | $8.11M | 0.20% | +19,934+749.1% | Added |
| USS Investment Management Ltd | 22,812 | $8.18M | 0.03% | 00.0% | Unchanged |
| EFG International AG | 23,215 | $8.33M | 0.18% | −4,747−17.0% | Reduced |
| Kidder Stephen W | 23,481 | $8.43M | 2.48% | −155−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,410 | $8.48M | 0.08% | −667−3.0% | Reduced |
| Retirement Systems of Alabama | 23,859 | $8.56M | 0.03% | −24−0.1% | Reduced |
| Drystone LLC | 24,459 | $8.78M | 7.91% | −37−0.2% | Reduced |
| 1832 Asset Management L.P. | 24,465 | $8.78M | 0.01% | +24,465 | New |
| ASR Vermogensbeheer N.V. | 24,935 | $8.95M | 0.11% | +476+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 24,722 | $9.02M | 0.28% | −7,946−24.3% | Reduced |
| Meeder Asset Management Inc | 25,620 | $9.19M | 0.53% | +24,330+1,886.0% | Added |
| Prudential PLC | 25,633 | $9.20M | 0.07% | −10,557−29.2% | Reduced |
| F/M Investments LLC | 25,821 | $9.27M | 0.62% | +25,821 | New |
| Delaney Dennis R | 25,858 | $9.28M | 3.29% | +7,645+42.0% | Added |
| IFM Investors Pty Ltd | 25,981 | $9.32M | 0.08% | +1,045+4.2% | Added |
| Credit Agricole S A | 25,985 | $9.33M | 0.03% | −15,152−36.8% | Reduced |
| Puzo Michael J | 26,085 | $9.36M | 2.73% | −782−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,173 | $9.39M | 0.05% | +57+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 23,573 | $9.44M | 0.12% | −4,547−16.2% | Reduced |
| Lighthouse Investment Partners, LLC | 26,323 | $9.45M | 0.35% | +12,780+94.4% | Added |
| MetLife Investment Management | 26,678 | $9.57M | 0.05% | −691−2.5% | Reduced |
| Westend Capital Management, LLC | 26,921 | $9.66M | 2.90% | +673+2.6% | Added |
| Two Sigma Investments, LP | 26,987 | $9.69M | 0.01% | +12,707+89.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,117 | $9.73M | 0.09% | −5,403−16.6% | Reduced |
| CIBC Asset Management Inc | 27,121 | $9.73M | 0.02% | −101−0.4% | Reduced |
| Jacobs & Co | 27,217 | $9.77M | 0.96% | −457−1.7% | Reduced |
| Scopus Asset Management, L.P. | 27,233 | $9.77M | 0.31% | −17,349−38.9% | Reduced |
| Horizon Investments, LLC | 27,242 | $9.78M | 0.11% | +8,645+46.5% | Added |
| FIL Ltd | 27,373 | $9.82M | 0.01% | −55,347−66.9% | Reduced |
| Somerville Kurt F | 27,613 | $9.91M | 2.61% | −16,488−37.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 27,981 | $10.0M | 0.06% | +27,981 | New |
| Kestra Advisory Services, LLC | 28,153 | $10.1M | 0.04% | +869+3.2% | Added |
| Portland Global Advisors LLC | 28,523 | $10.2M | 1.09% | −88−0.3% | Reduced |
| D.A. Davidson & Co. | 29,054 | $10.4M | 0.06% | −1,355−4.5% | Reduced |
| Abn Amro Investment Solutions | 29,181 | $10.5M | 0.14% | −4,098−12.3% | Reduced |
| State of Michigan Retirement System | 29,313 | $10.5M | 0.06% | −100−0.3% | Reduced |
| Brown Advisory Inc | 29,877 | $10.7M | 0.02% | +125+0.4% | Added |
| J. Goldman & Co LP | 30,192 | $10.8M | 0.50% | +30,192 | New |
| Foresight Group Ltd Liability Partnership | 30,373 | $10.9M | 1.93% | −2,456−7.5% | Reduced |
| Cerity Partners LLC | 30,439 | $10.9M | 0.02% | −2,728−8.2% | Reduced |
| Van Eck Associates Corp | 30,515 | $11.0M | 0.01% | +3,012+11.0% | Added |
| Arizona State Retirement System | 30,556 | $11.0M | 0.06% | −323−1.0% | Reduced |
| Czech National Bank | 30,600 | $11.0M | 0.07% | +995+3.4% | Added |
| Vinva Investment Management Ltd | 31,529 | $11.0M | 0.14% | −18,064−36.4% | Reduced |
| Nisa Investment Advisors, LLC | 30,917 | $11.1M | 0.04% | −246−0.8% | Reduced |
| M. Kraus & Co | 31,595 | $11.3M | 3.31% | −557−1.7% | Reduced |
| Advisors Asset Management, Inc. | 32,329 | $11.6M | 0.19% | +5,461+20.3% | Added |
| Toronto Dominion Bank | 33,083 | $11.9M | 0.02% | −4,424−11.8% | Reduced |
| Talbot Financial, LLC | 33,292 | $11.9M | 1.00% | +723+2.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,501 | $12.0M | 0.18% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,659 | $12.1M | 0.08% | −511−1.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 34,169 | $12.3M | 0.12% | +1,730+5.3% | Added |
| GWM Advisors LLC | 34,470 | $12.4M | 0.04% | +4,696+15.8% | Added |
| Albar Capital Partners LLP | 34,627 | $12.4M | 2.01% | +34,627 | New |
| Teacher Retirement System of Texas | 34,791 | $12.5M | 0.05% | −43,330−55.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 35,096 | $12.5M | 0.06% | −20−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 34,963 | $12.6M | 0.02% | −3,901−10.0% | Reduced |
| Fifth Third Bancorp | 35,154 | $12.6M | 0.02% | +30,421+642.7% | Added |
| Tredje AP-fonden | 35,665 | $12.8M | 0.07% | +35,665 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 35,949 | $12.9M | 0.07% | −22,664−38.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,195 | $13.0M | 0.07% | +11,960+49.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 36,211 | $13.0M | 0.71% | +12,727+54.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 36,688 | $13.0M | 0.04% | +9,387+34.4% | Added |
| Oak Associates, Ltd | 36,596 | $13.1M | 0.88% | +993+2.8% | Added |
| British Columbia Investment Management Corp | 36,657 | $13.2M | 0.08% | −4,422−10.8% | Reduced |
| Broderick Brian C | 36,756 | $13.2M | 2.43% | +743+2.1% | Added |
| American Century Companies Inc | 37,218 | $13.4M | 0.01% | −23,565−38.8% | Reduced |
| Captrust Financial Advisors | 37,285 | $13.4M | 0.02% | −858−2.2% | Reduced |
| Banque Pictet & Cie SA | 37,389 | $13.4M | 0.16% | +7,640+25.7% | Added |
| DnB Asset Management AS | 37,399 | $13.4M | 0.05% | +3,454+10.2% | Added |
| Bridgewater Associates, LP | 37,799 | $13.6M | 0.06% | +36,759+3,534.5% | Added |
| State of New Jersey Common Pension Fund D | 37,993 | $13.6M | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 38,949 | $14.0M | 0.02% | +879+2.3% | Added |