Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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

Value heldQ1 2026: $34.4B

Institutions holding ROK and their total value by quarter
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.

Institutions holding ROK in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bare Financial Services, Inc	25	$8.97K	0.00%	+4+19.0%	Added
JPL Wealth Management, LLC	25	$8.97K	0.00%	+25	New
NorthAvenue LLC	26	$9.33K	0.01%	00.0%	Unchanged
United Community Bank	27	$9.69K	0.00%	00.0%	Unchanged
Triumph Capital Management	27	$9.85K	0.00%	+10+58.8%	Added
Westfuller Advisors, LLC	28	$9.93K	0.00%	−2−6.7%	Reduced
Harvest Fund Management Co., Ltd	28	$10.0K	0.00%	00.0%	Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management	29	$10.4K	0.01%	00.0%	Unchanged
Virginia Estate & Retirement Planning Advisors Inc.	29	$10.4K	0.05%	+29	New
Gen-Wealth Partners Inc	30	$10.8K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	31	$11.1K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	34	$12.2K	0.00%	+34	New
Joseph Group Capital Management	35	$12.6K	0.00%	+5+16.7%	Added
CNB Bank	36	$12.9K	0.01%	00.0%	Unchanged
Vanguard National Trust Co	36	$12.9K	0.00%	+36	New
Paladin Advisory Group, LLC	37	$13.3K	0.01%	00.0%	Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust	39	$14.0K	0.01%	+39	New
Capital Advisors, Ltd. LLC	38	$14.0K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	40	$14.6K	0.00%	00.0%	Unchanged
Orion Capital Management LLC	41	$14.6K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	41	$14.8K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	42	$15.1K	0.01%	00.0%	Unchanged
United Financial Planning Group LLC	43	$15.4K	0.01%	+14+48.3%	Added
Millstone Evans Group, LLC	44	$15.8K	0.01%	+16+57.1%	Added
Kemnay Advisory Services Inc.	45	$16.1K	0.00%	00.0%	Unchanged
Archer Investment Corp	45	$16.3K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	46	$16.5K	0.00%	−1−2.1%	Reduced
SHP Wealth Management	46	$16.5K	0.00%	+20+76.9%	Added
SJS Investment Consulting Inc.	47	$16.9K	0.00%	+23+95.8%	Added
Arlington Trust Co LLC	48	$17.2K	0.00%	+41+585.7%	Added
Richardson Financial Services Inc.	48	$17.2K	0.01%	00.0%	Unchanged
Hillsdale Investment Management Inc.	50	$17.9K	0.00%	−2,570−98.1%	Reduced
Birchbrook, Inc.	50	$17.9K	0.01%	−30−37.5%	Reduced
Mascoma Wealth Management LLC	50	$17.9K	0.00%	00.0%	Unchanged
Morse Asset Management, Inc	50	$17.9K	0.00%	00.0%	Unchanged
Quintet Private Bank (Europe) S.A.	50	$17.9K	0.00%	+50	New
TSFG, LLC	50	$18.0K	0.00%	−50−50.0%	Reduced
GW&K Investment Management, LLC	50	$18.0K	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	51	$18.3K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	50	$18.5K	0.01%	+50	New
Indiana Trust & Investment Management CO	53	$19.0K	0.01%	00.0%	Unchanged
Copeland Capital Management, LLC	54	$19.4K	0.00%	+54	New
Albion Financial Group	57	$20.5K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	58	$21.4K	0.00%	+22+61.1%	Added
Sound Income Strategies, LLC	58	$21.4K	0.00%	+24+70.6%	Added
Bogart Wealth, LLC	61	$21.9K	0.00%	+22+56.4%	Added
Rosenberg Matthew Hamilton	62	$22.3K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	62	$22.5K	0.00%	+7+12.7%	Added
Bruce G. Allen Investments, LLC	63	$22.6K	0.01%	00.0%	Unchanged
Darwin Advisors, LLC	63	$22.9K	0.01%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	64	$23.0K	0.01%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	64	$23.0K	0.00%	00.0%	Unchanged
WealthCollab, LLC	64	$23.0K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	65	$23.3K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	65	$23.3K	0.00%	+2+3.2%	Added
Hilltop National Bank	65	$23.3K	0.01%	+65	New
Essex Investment Management Co LLC	70	$25.1K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	71	$25.5K	0.01%	−17−19.3%	Reduced
MV Capital Management, Inc.	72	$25.8K	0.00%	−1−1.4%	Reduced
Pinnacle Bancorp, Inc.	74	$26.6K	0.01%	00.0%	Unchanged
West Branch Capital LLC	75	$26.9K	0.01%	00.0%	Unchanged
Signature Equity Partners, LLC	76	$27.4K	0.01%	−30−28.3%	Reduced
Fairscale Capital, LLC	79	$28.4K	0.02%	00.0%	Unchanged
Glen Eagle Advisors, LLC	81	$29.2K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	82	$29.4K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	84	$30.1K	0.01%	00.0%	Unchanged
First Horizon Corp	85	$30.5K	0.00%	+3+3.7%	Added
Cassaday & Co Wealth Management LLC	86	$30.8K	0.00%	+86	New
Community Bank, N.A.	90	$32.3K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	92	$33.0K	0.00%	+13+16.5%	Added
Twin Peaks Wealth Advisors, LLC	92	$33.0K	0.01%	+92	New
Grove Bank & Trust	94	$33.7K	0.00%	00.0%	Unchanged
First United Bank Trust	96	$34.5K	0.01%	00.0%	Unchanged
Knights of Columbus Asset Advisors LLC	100	$35.9K	0.00%	00.0%	Unchanged
Citizens National Bank Trust Department	100	$35.9K	0.01%	00.0%	Unchanged
Rexford Capital Inc	100	$35.9K	0.03%	00.0%	Unchanged
Dynamic Wealth Strategies, LLC	102	$36.6K	0.02%	−1−1.0%	Reduced
Motco	112	$40.2K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	112	$40.2K	0.01%	00.0%	Unchanged
Sachetta, LLC	113	$40.7K	0.02%	00.0%	Unchanged
Owl Creek Wealth Partners LLC	114	$40.9K	0.01%	+114	New
Covestor Ltd	114	$41.0K	0.03%	−1,468−92.8%	Reduced
Golden State Equity Partners	120	$43.1K	0.00%	+120	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	120	$43.1K	0.01%	−45−27.3%	Reduced
Bayban	120	$43.1K	0.04%	00.0%	Unchanged
Sofos Investments, Inc.	120	$43.1K	0.01%	+120	New
Team Financial Group, LLC	123	$44.0K	0.02%	+1+0.8%	Added
Flagship Wealth Advisors, LLC	133	$44.2K	0.02%	00.0%	Unchanged
IAG Wealth Partners, LLC	124	$44.5K	0.00%	00.0%	Unchanged
Parvin Asset Management, LLC	125	$44.9K	0.03%	00.0%	Unchanged
IMA Wealth, Inc.	125	$44.9K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	129	$46.3K	0.01%	00.0%	Unchanged
Capula Management Ltd	130	$46.7K	0.00%	+130	New
Ameriflex Group, Inc.	130	$46.7K	0.02%	00.0%	Unchanged
Strategic Wealth Partners, Ltd.	134	$48.1K	0.00%	00.0%	Unchanged
Steigerwald, Gordon & Koch Inc.	135	$48.4K	0.00%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	138	$49.5K	0.00%	00.0%	Unchanged
Rogco, LP	139	$49.9K	0.02%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	146	$52.6K	0.01%	+134+1,116.7%	Added
Rakuten Securities, Inc.	149	$53.5K	0.02%	+104+231.1%	Added