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 |
|---|---|---|---|---|---|
| Ceredex Value Advisors LLC | 39,008 | $14.0M | 0.44% | −64,229−62.2% | Reduced |
| Isthmus Partners, LLC | 39,300 | $14.1M | 1.48% | −1,274−3.1% | Reduced |
| Woodline Partners LP | 39,564 | $14.2M | 0.05% | +12,532+46.4% | Added |
| Ensign Peak Advisors, Inc | 39,774 | $14.3M | 0.03% | +7,271+22.4% | Added |
| Cetera Investment Advisers | 40,208 | $14.4M | 0.02% | +1,882+4.9% | Added |
| Erste Asset Management GmbH | 41,345 | $14.5M | 0.13% | +34,658+518.3% | Added |
| Apollon Wealth Management, LLC | 40,671 | $14.6M | 0.24% | +12,779+45.8% | Added |
| Nissay Asset Management Corp | 41,240 | $14.8M | 0.08% | −101,552−71.1% | Reduced |
| Natixis | 41,390 | $14.9M | 0.06% | +7,313+21.5% | Added |
| Core Wealth Partners LLC | 41,789 | $15.0M | 6.97% | +62+0.1% | Added |
| CIBC Bancorp USA Inc. | 41,853 | $15.0M | 0.02% | +41,853 | New |
| LMCG Investments, LLC | 41,915 | $15.0M | 0.90% | +385+0.9% | Added |
| Creative Planning | 42,059 | $15.1M | 0.01% | +2,951+7.5% | Added |
| Keybank National Association | 42,421 | $15.2M | 0.06% | +2,070+5.1% | Added |
| TIAA Wealth Investment Management LLC | 42,991 | $15.4M | 0.12% | +42,991 | New |
| KLP Kapitalforvaltning AS | 43,050 | $15.4M | 0.06% | +2,080+5.1% | Added |
| Mn Services Vermogensbeheer B.V. | 43,367 | $15.6M | 0.10% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 43,686 | $15.7M | 0.89% | −1,370−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 43,867 | $15.7M | 0.04% | +5,906+15.6% | Added |
| Janney Montgomery Scott LLC | 44,106 | $15.8M | 0.04% | −479−1.1% | Reduced |
| Oppenheimer & Co Inc | 45,152 | $16.2M | 0.20% | −6,269−12.2% | Reduced |
| Rodgers Brothers Inc. | 45,844 | $16.5M | 1.90% | −603−1.3% | Reduced |
| Daiwa Securities Group Inc. | 46,198 | $16.6M | 0.05% | −409−0.9% | Reduced |
| Colony Group, LLC | 46,060 | $16.6M | 0.02% | +10,611+29.9% | Added |
| Cabot Wealth Management Inc | 46,807 | $16.8M | 1.93% | −668−1.4% | Reduced |
| Gradient Investments LLC | 47,192 | $16.9M | 0.26% | +9,099+23.9% | Added |
| Commerce Bank | 47,503 | $17.0M | 0.08% | −216−0.5% | Reduced |
| Toroso Investments, LLC | 47,834 | $17.1M | 0.05% | +19,767+70.4% | Added |
| Peapack Gladstone Financial Corp | 48,258 | $17.3M | 0.22% | −117−0.2% | Reduced |
| Treasurer of the State of North Carolina | 48,445 | $17.4M | 0.05% | +1,036+2.2% | Added |
| North Star Asset Management Inc | 48,510 | $17.4M | 0.76% | −1,397−2.8% | Reduced |
| Tocqueville Asset Management L.P. | 49,279 | $17.7M | 0.26% | +1,345+2.8% | Added |
| Susquehanna International Group, LLP | 49,732 | $17.8M | 0.02% | +3,940+8.6% | Added |
| APG Asset Management N.V. | 57,460 | $17.9M | 0.06% | −80−0.1% | Reduced |
| Swedbank AB | 50,070 | $18.0M | 0.02% | −1,665−3.2% | Reduced |
| Arbejdsmarkedets Tillaegspension | 50,802 | $18.2M | 0.45% | +50,802 | New |
| Panagora Asset Management Inc | 51,237 | $18.4M | 0.07% | −752−1.4% | Reduced |
| Natixis Advisors, L.P. | 51,380 | $18.4M | 0.03% | −2,232−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,976 | $18.7M | 0.23% | +7,013+15.6% | Added |
| Baker Chad R | 52,010 | $18.7M | 3.52% | −200.0% | Reduced |
| TD Asset Management Inc | 52,506 | $18.8M | 0.02% | +2,414+4.8% | Added |
| Carnegie Capital Asset Management, LLC | 52,539 | $18.9M | 0.37% | −3,002−5.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 52,562 | $18.9M | 0.05% | +52,562 | New |
| Swiss Life Asset Management Ltd | 52,735 | $18.9M | 0.09% | +13,270+33.6% | Added |
| Mariner, LLC | 52,930 | $19.0M | 0.02% | −9,826−15.7% | Reduced |
| Nomura Holdings Inc | 53,032 | $19.0M | 0.16% | +51,295+2,953.1% | Added |
| Public Employees Retirement Association of Colorado | 53,371 | $19.2M | 0.08% | +42,500+390.9% | Added |
| Heron Bay Capital Management | 54,172 | $19.4M | 1.79% | +17,603+48.1% | Added |
| South State Corp. | 54,402 | $19.5M | 0.91% | +587+1.1% | Added |
| Jag Capital Management, LLC | 54,596 | $19.6M | 2.21% | +19,118+53.9% | Added |
| Public Employees Retirement System of Ohio | 54,918 | $19.7M | 0.06% | +5,585+11.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 55,813 | $20.0M | 0.06% | −1,717−3.0% | Reduced |
| Osmosis Investment Management UK Ltd | 55,879 | $20.1M | 0.54% | −16,263−22.5% | Reduced |
| Eventide Asset Management, LLC | 56,012 | $20.1M | 0.33% | +3,821+7.3% | Added |
| Andra AP-fonden | 56,723 | $20.4M | 0.25% | +6,863+13.8% | Added |
| Asset Management One Co.,Ltd. | 57,781 | $20.7M | 0.06% | −234−0.4% | Reduced |
| Pinebridge Investments LLC | 57,910 | $20.8M | 0.18% | −14,278−19.8% | Reduced |
| Zurich Insurance Group Ltd | 57,920 | $20.8M | 0.16% | −52,490−47.5% | Reduced |
| GHP Investment Advisors, Inc. | 58,025 | $20.8M | 0.86% | +1,431+2.5% | Added |
| Covea Finance | 58,609 | $21.0M | 0.74% | −3,100−5.0% | Reduced |
| Royal London Asset Management Ltd | 59,182 | $21.2M | 0.04% | +7,673+14.9% | Added |
| SEI Investments Co | 61,447 | $22.1M | 0.02% | −35,007−36.3% | Reduced |
| State of Tennessee, Treasury Department | 61,728 | $22.2M | 0.07% | +9,999+19.3% | Added |
| Parnassus Investments | 63,002 | $22.6M | 0.07% | −1,813−2.8% | Reduced |
| State of Wisconsin Investment Board | 63,709 | $22.9M | 0.05% | +2,144+3.5% | Added |
| Boston Family Office LLC | 64,894 | $23.3M | 1.55% | −7,090−9.8% | Reduced |
| Howard Capital Management Group, LLC | 65,905 | $23.7M | 1.57% | +65,905 | New |
| New York State Common Retirement Fund | 67,368 | $24.2M | 0.03% | −400−0.6% | Reduced |
| Granite Investment Partners, LLC | 67,451 | $24.2M | 1.49% | +2,014+3.1% | Added |
| US Bancorp | 71,817 | $25.8M | 0.03% | −832−1.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 71,891 | $25.8M | 0.26% | +1,585+2.3% | Added |
| Philadelphia Trust Co | 72,496 | $26.0M | 1.84% | −448−0.6% | Reduced |
| DJE Kapital AG | 73,091 | $26.1M | 0.58% | +73,091 | New |
| Capital Fund Management S.A. | 72,997 | $26.2M | 0.23% | +26,918+58.4% | Added |
| STRS Ohio | 75,507 | $27.1M | 0.11% | −40.0% | Reduced |
| Exchange Traded Concepts, LLC | 75,667 | $27.2M | 0.21% | +19,476+34.7% | Added |
| National Bank of Canada | 76,464 | $27.4M | 0.03% | −1,365−1.8% | Reduced |
| Bank of Montreal | 76,530 | $27.5M | 0.01% | −29,030−27.5% | Reduced |
| Baird Financial Group, Inc. | 79,195 | $28.4M | 0.04% | +33,729+74.2% | Added |
| AQR Capital Management LLC | 80,174 | $28.5M | 0.01% | +35,048+77.7% | Added |
| Kames Capital plc | 79,522 | $28.5M | 0.38% | −94,265−54.2% | Reduced |
| Truist Financial Corp | 79,553 | $28.5M | 0.04% | −16,730−17.4% | Reduced |
| Tudor Investment Corp Et Al | 82,349 | $29.6M | 0.16% | +82,349 | New |
| Ninety One UK Ltd | 82,437 | $29.6M | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 82,851 | $29.7M | 0.02% | −642−0.8% | Reduced |
| Davis R M Inc | 83,675 | $30.0M | 0.53% | +143+0.2% | Added |
| Commonwealth Equity Services, LLC | 85,349 | $30.6M | 0.04% | −652−0.8% | Reduced |
| New York State Teachers Retirement System | 85,434 | $30.7M | 0.06% | −3,086−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 85,745 | $30.8M | 0.08% | +24,382+39.7% | Added |
| Pictet Asset Management Holding SA | 86,840 | $31.2M | 0.03% | +1,960+2.3% | Added |
| Gabelli Funds LLC | 87,390 | $31.4M | 0.21% | +110+0.1% | Added |
| Trexquant Investment LP | 88,721 | $31.8M | 0.23% | +88,721 | New |
| Hemenway Trust Co LLC | 89,879 | $32.3M | 2.60% | −2,359−2.6% | Reduced |
| Renaissance Group LLC | 90,125 | $32.3M | 1.35% | −3,064−3.3% | Reduced |
| SG Americas Securities, LLC | 90,399 | $32.4M | 0.04% | −1,409−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,026 | $32.7M | 0.07% | −5,561−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 91,060 | $32.7M | 0.03% | +2,022+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,888 | $33.0M | 0.09% | −38,771−29.7% | Reduced |
| EP Wealth Advisors, LLC | 94,525 | $33.9M | 0.17% | −1,529−1.6% | Reduced |
| First Trust Advisors LP | 94,612 | $34.0M | 0.02% | +12,643+15.4% | Added |