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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 95,380 | $34.2M | 0.08% | +18,506+24.1% | Added |
| Korea Investment CORP | 96,809 | $34.7M | 0.07% | −18,461−16.0% | Reduced |
| Aviva PLC | 97,649 | $35.0M | 0.06% | +2,778+2.9% | Added |
| Gotham Asset Management, LLC | 99,213 | $35.6M | 0.11% | −15,950−13.8% | Reduced |
| State Board of Administration of Florida Retirement System | 99,274 | $35.6M | 0.07% | −1,366−1.4% | Reduced |
| Sterling Capital Management LLC | 99,869 | $35.8M | 0.68% | −32,332−24.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,700 | $36.1M | 0.06% | +21,475+27.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,790 | $39.0M | 0.07% | −1,821−1.6% | Reduced |
| Raiffeisen Bank International AG | 113,789 | $39.7M | 0.57% | +95,552+523.9% | Added |
| Gamco Investors, Inc. Et Al | 113,606 | $40.8M | 0.40% | −58−0.1% | Reduced |
| Standard Life Aberdeen plc | 117,685 | $42.2M | 0.07% | +1,373+1.2% | Added |
| Diversified Management Inc | 120,021 | $43.1M | 7.39% | −571−0.5% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 120,685 | $43.3M | 0.13% | +26,696+28.4% | Added |
| CI Private Wealth, LLC | 122,004 | $43.7M | 0.06% | +31,236+34.4% | Added |
| Storebrand Asset Management AS | 122,536 | $44.0M | 0.13% | +26,883+28.1% | Added |
| IMC-Chicago, LLC | 126,717 | $45.5M | 0.69% | +115,044+985.6% | Added |
| Russell Investments Group, Ltd. | 130,424 | $46.4M | 0.05% | +16,606+14.6% | Added |
| Qube Research & Technologies Ltd | 132,118 | $47.4M | 0.07% | −39,055−22.8% | Reduced |
| Rockefeller Capital Management L.P. | 137,862 | $49.5M | 0.09% | +69,874+102.8% | Added |
| Acadian Asset Management LLC | 142,498 | $51.1M | 0.07% | −72,592−33.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,125 | $52.4M | 0.06% | +56,500+63.0% | Added |
| Capital Advisors Inc | 147,526 | $52.9M | 0.85% | +4,511+3.2% | Added |
| Quantinno Capital Management LP | 151,848 | $54.5M | 0.09% | +61,928+68.9% | Added |
| Principal Financial Group Inc | 154,025 | $55.3M | 0.03% | −10,117−6.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $55.6M | 0.47% | 00.0% | Unchanged |
| Prudential Financial Inc | 155,857 | $55.9M | 0.07% | −101,428−39.4% | Reduced |
| Handelsbanken Fonder AB | 158,775 | $57.0M | 0.19% | −10,682−6.3% | Reduced |
| Envestnet Asset Management Inc | 158,793 | $57.0M | 0.02% | +7,820+5.2% | Added |
| Franklin Resources Inc | 161,559 | $58.0M | 0.01% | −72,532−31.0% | Reduced |
| LPL Financial LLC | 164,587 | $59.1M | 0.02% | −38,238−18.9% | Reduced |
| Stephens Investment Management Group LLC | 165,027 | $59.2M | 0.81% | −736−0.4% | Reduced |
| California State Teachers Retirement System | 165,962 | $59.6M | 0.06% | −4,238−2.5% | Reduced |
| UniSuper Management Pty Ltd | 166,605 | $59.8M | 0.39% | +720.0% | Added |
| D. E. Shaw & Co., Inc. | 167,106 | $60.0M | 0.05% | +138,253+479.2% | Added |
| Waters Parkerson & Co., LLC | 167,144 | $60.0M | 3.08% | −1,128−0.7% | Reduced |
| HighTower Advisors, LLC | 168,297 | $60.4M | 0.06% | +31,053+22.6% | Added |
| SEB Asset Management AB | 170,940 | $61.3M | 0.26% | +170,940 | New |
| National Pension Service | 171,018 | $61.4M | 0.05% | +27,919+19.5% | Added |
| Citadel Advisors LLC | 171,781 | $61.6M | 0.04% | −353,021−67.3% | Reduced |
| Great West Life Assurance Co | 175,943 | $63.3M | 0.11% | +5,846+3.4% | Added |
| Candriam Luxembourg S.C.A. | 182,451 | $65.5M | 0.34% | +1,311+0.7% | Added |
| Vanguard Asset Management, Ltd | 182,621 | $65.5M | 0.06% | +182,621 | New |
| Citigroup Inc | 188,165 | $67.5M | 0.04% | +23,905+14.6% | Added |
| Birch Hill Investment Advisors LLC | 188,730 | $67.7M | 3.04% | −4,033−2.1% | Reduced |
| Los Angeles Capital Management LLC | 192,747 | $69.2M | 0.27% | +14,317+8.0% | Added |
| California Public Employees Retirement System | 196,223 | $70.4M | 0.04% | −5,384−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 197,266 | $70.8M | 3.57% | −599−0.3% | Reduced |
| Millennium Management LLC | 199,360 | $71.5M | 0.05% | −23,130−10.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 202,844 | $72.8M | 0.12% | +162,224+399.4% | Added |
| Stifel Financial Corp | 204,981 | $73.6M | 0.07% | +10,410+5.4% | Added |
| BNP Paribas Arbitrage, SA | 205,426 | $73.7M | 0.05% | +51,166+33.2% | Added |
| Westfield Capital Management Co LP | 206,277 | $74.0M | 0.31% | −27,518−11.8% | Reduced |
| Rhumbline Advisers | 211,016 | $75.7M | 0.06% | −477−0.2% | Reduced |
| Agf Management Ltd | 229,919 | $82.5M | 0.37% | +510.0% | Added |
| Ontario Teachers Pension Plan Board | 233,214 | $83.7M | 2.44% | −118,095−33.6% | Reduced |
| Federated Hermes, Inc. | 234,231 | $84.1M | 0.14% | +152,905+188.0% | Added |
| Canada Pension Plan Investment Board | 238,018 | $85.4M | 0.06% | −12,622−5.0% | Reduced |
| Allianz Asset Management GmbH | 241,526 | $86.7M | 0.10% | +95,957+65.9% | Added |
| Vanguard Global Advisers, LLC | 245,287 | $88.0M | 0.05% | +245,287 | New |
| Jennison Associates LLC | 250,085 | $89.8M | 0.06% | +21,679+9.5% | Added |
| Huntington National Bank | 250,549 | $89.9M | 0.50% | +691+0.3% | Added |
| Primecap Management Co | 254,630 | $91.4M | 0.07% | −280−0.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 275,966 | $98.3M | 0.31% | −124,154−31.0% | Reduced |
| Wells Fargo & Company | 276,336 | $99.2M | 0.02% | −22,582−7.6% | Reduced |
| Mairs & Power Inc | 283,553 | $101.8M | 1.04% | −46,781−14.2% | Reduced |
| Thrivent Financial for Lutherans | 283,842 | $101.9M | 0.19% | −71,967−20.2% | Reduced |
| Blair William & Co | 284,067 | $101.9M | 0.29% | +4,914+1.8% | Added |
| Great Lakes Advisors, LLC | 291,024 | $104.4M | 0.87% | +10,338+3.7% | Added |
| Saturna Capital CORP | 301,481 | $108.2M | 1.52% | +190.0% | Added |
| King Luther Capital Management Corp | 304,201 | $109.2M | 0.47% | −12,767−4.0% | Reduced |
| Swiss National Bank | 329,980 | $118.4M | 0.07% | +21,840+7.1% | Added |
| Nuveen, LLC | 336,357 | $120.7M | 0.03% | +39,526+13.3% | Added |
| Barclays PLC | 338,581 | $121.5M | 0.04% | +58,644+20.9% | Added |
| Worldquant Millennium Advisors LLC | 350,007 | $125.6M | 0.48% | +52,047+17.5% | Added |
| Schroder Investment Management Group | 365,436 | $127.4M | 0.10% | −25,896−6.6% | Reduced |
| Quilter Plc | 360,846 | $129.5M | 2.27% | +5,042+1.4% | Added |
| Man Group plc | 362,619 | $130.1M | 0.27% | +41,170+12.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 398,746 | $143.1M | 0.10% | +23,903+6.4% | Added |
| Davenport & Co LLC | 406,350 | $144.7M | 0.80% | −4,916−1.2% | Reduced |
| HSBC Holdings PLC | 406,586 | $145.7M | 0.09% | +132,074+48.1% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 412,475 | $147.9M | 0.72% | −138,800−25.2% | Reduced |
| DekaBank Deutsche Girozentrale | 417,024 | $152.2M | 0.25% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 425,771 | $152.8M | 0.82% | +424,203+27,053.8% | Added |
| Neuberger Berman Group LLC | 426,476 | $153.1M | 0.12% | +104,444+32.4% | Added |
| Deutsche Bank AG | 431,693 | $154.9M | 0.05% | +79,121+22.4% | Added |
| Royal Bank of Canada | 464,229 | $166.6M | 0.03% | −296,705−39.0% | Reduced |
| FMR LLC | 470,430 | $168.8M | 0.01% | +89,435+23.5% | Added |
| Voya Investment Management LLC | 488,169 | $175.2M | 0.18% | −310,047−38.8% | Reduced |
| Ameriprise Financial Inc | 492,495 | $176.7M | 0.04% | +76,053+18.3% | Added |
| Balyasny Asset Management LLC | 530,847 | $190.5M | 0.37% | −29,868−5.3% | Reduced |
| Raymond James Financial Inc | 541,796 | $191.6M | 0.06% | −66,236−10.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 602,181 | $216.1M | 0.12% | +79,545+15.2% | Added |
| Alliancebernstein L.P. | 570,075 | $221.8M | 0.07% | −290,313−33.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 621,257 | $223.0M | 0.32% | +152,253+32.5% | Added |
| Bank of New York Mellon Corp | 630,279 | $226.2M | 0.04% | −9,365−1.5% | Reduced |
| Vanguard Fiduciary Trust Co | 633,773 | $227.4M | 0.06% | +633,773 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 645,916 | $231.8M | 0.21% | −208,276−24.4% | Reduced |
| Dimensional Fund Advisors LP | 707,881 | $254.0M | 0.05% | +20,956+3.1% | Added |
| Lazard Asset Management LLC | 756,499 | $271.5M | 0.45% | −4,053−0.5% | Reduced |
| Victory Capital Management Inc | 757,183 | $271.8M | 0.17% | −207,695−21.5% | Reduced |