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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 787,779 | $282.7M | 0.68% | −137,848−14.9% | Reduced |
| Legal & General Group Plc | 814,906 | $292.5M | 0.07% | +81,196+11.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 904,357 | $324.5M | 0.44% | +107,646+13.5% | Added |
| Fisher Asset Management, LLC | 927,088 | $332.7M | 0.11% | +69,559+8.1% | Added |
| Nordea Investment Management AB | 974,623 | $343.0M | 0.32% | +229,809+30.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 981,885 | $352.4M | 0.23% | +3,886+0.4% | Added |
| Amundi | 998,374 | $358.3M | 0.10% | +118,474+13.5% | Added |
| Bank of America Corp | 1,046,789 | $375.7M | 0.03% | −181,406−14.8% | Reduced |
| UBS Asset Management Americas Inc | 1,148,663 | $412.2M | 0.09% | +66,291+6.1% | Added |
| Price T Rowe Associates Inc | 1,364,997 | $489.9M | 0.06% | −103,135−7.0% | Reduced |
| Northern Trust Corp | 1,418,943 | $509.2M | 0.07% | −2,522−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,537,690 | $553.5M | 0.08% | −923−0.1% | Reduced |
| Invesco Ltd. | 1,685,669 | $605.0M | 0.06% | +140,565+9.1% | Added |
| JPMorgan Chase & Co | 1,908,366 | $665.1M | 0.05% | +1,279,548+203.5% | Added |
| Goldman Sachs Group Inc | 1,922,479 | $689.9M | 0.09% | −188,250−8.9% | Reduced |
| UBS Group AG | 2,180,027 | $782.4M | 0.14% | +553,366+34.0% | Added |
| Morgan Stanley | 2,823,547 | $1.01B | 0.06% | −98,293−3.4% | Reduced |
| Geode Capital Management, LLC | 3,057,997 | $1.09B | 0.07% | +133,496+4.6% | Added |
| State Street Corp | 5,058,012 | $1.82B | 0.06% | +61,882+1.2% | Added |
| Vanguard Portfolio Management LLC | 5,845,734 | $2.10B | 0.11% | +5,845,734 | New |
| Vanguard Capital Management LLC | 7,301,831 | $2.62B | 0.06% | +7,301,831 | New |
| BlackRock, Inc. | 11,912,479 | $4.28B | 0.08% | +1,439,850+13.7% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −463,267−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −218,176−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −161,697−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −93,793−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −50,547−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −48,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,813−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −33,617−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −27,653−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −26,877−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −23,374−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| Intesa Sanpaolo S.p.A. | 0 | $0 | 0.00% | −16,738−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 0 | $0 | 0.00% | −3,259−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Rebalance, LLC | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Colter Lewis Investment Partners LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| A4 Wealth Advisors LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Advisortrust Partners, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Seamount Financial Group Inc | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Forefront Wealth Partners, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |