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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.

Institutional holdersQ1 2026: 1,422 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2026: $34.4B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2025.

Institutions holding ROK in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Banque de Luxembourg S.A.0$00.00%−547−100.0%Sold out
Argos Wealth Advisors, LLC0$00.00%−545−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−541−100.0%Sold out
Abel Hall, LLC0$00.00%−540−100.0%Sold out
Fukoku Mutual Life Insurance Co0$00.00%−539−100.0%Sold out
PCG Asset Management, LLC0$00.00%−537−100.0%Sold out
Boston Trust Walden Corp0$00.00%−538−100.0%Sold out
Southern Capital Advisors, LLC0$00.00%−537−100.0%Sold out
Goldenstone Wealth Management LLC0$00.00%−537−100.0%Sold out
Northstar Advisory Group, LLC0$00.00%−536−100.0%Sold out
Canopy Partners, LLC0$00.00%−535−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−534−100.0%Sold out
Frisch Financial Group, Inc.0$00.00%−529−100.0%Sold out
Walker Asset Management, LLC0$00.00%−529−100.0%Sold out
Raab & Moskowitz Asset Management LLC0$00.00%−528−100.0%Sold out
American Trust0$00.00%−528−100.0%Sold out
Howard Bailey Securities, LLC0$00.00%−528−100.0%Sold out
Heritage Wealth Management, Inc.0$00.00%−526−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−520−100.0%Sold out
South Dakota Investment Council0$00.00%−500−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−440−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−393−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−372−100.0%Sold out
Modus Advisors, LLC0$00.00%−332−100.0%Sold out
Barnes Dennig Private Wealth Management LLC0$00.00%−326−100.0%Sold out
Sentry Investment Management LLC0$00.00%−274−100.0%Sold out
eCIO, Inc.0$00.00%−223−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−219−100.0%Sold out
Reflection Asset Management0$00.00%−213−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−181−100.0%Sold out
State of Wyoming0$00.00%−174−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−141−100.0%Sold out
CFG Wealth Management Services, Inc.0$00.00%−133−100.0%Sold out
Godsey & Gibb Associates0$00.00%−125−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−85−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−60−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−51−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−37−100.0%Sold out
Compass Financial Services Inc0$00.00%−30−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−24−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−22−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−20−100.0%Sold out
MidFirst Bank0$00.00%−8−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−7−100.0%Sold out
Tucker Asset Management LLC0$00.00%−6−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−6−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−5−100.0%Sold out
Winnow Wealth LLC0$00.00%−4−100.0%Sold out
Optima Capital LLC0$00.00%−4−100.0%Sold out
Key Capital Management, INC0$00.00%−3−100.0%Sold out
Investors Portfolio Services LLC0$00.00%−2−100.0%Sold out
Luken Investment Analytics, LLC0$00.00%−1−100.0%Sold out
Quattro Advisors LLC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Comerica Bank––––Not filed
Forsta Ap-Fonden––––Not filed
CIBC World Markets Corp––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Terra Alpha Investments LLC––––Not filed
Transatlantique Private Wealth LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Trust Co of Vermont––––Not filed
Janney Capital Management LLC––––Not filed
FineMark National Bank & Trust––––Not filed
DV Equities, LLC––––Not filed
ORG Partners LLC––––Not filed
Maryland Capital Advisors Inc.––––Not filed
Copos Capital S.a r.l.––––Not filed
New Millennium Group LLC––––Not filed