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 |
|---|---|---|---|---|---|
| S&T Bank | 150 | $53.8K | 0.02% | −300−66.7% | Reduced |
| Old Point Trust & Financial Services N A | 154 | $55.3K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 151 | $55.8K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 178 | $59.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 168 | $60.5K | 0.00% | −11,157−98.5% | Reduced |
| Oslo Pensjonsforsikring AS | 169 | $60.6K | 0.01% | +169 | New |
| Wall Street Financial Group, Inc. | 169 | $60.7K | 0.04% | +169 | New |
| Asset Planning,Inc | 173 | $62.1K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 175 | $63.0K | 0.01% | −48−21.5% | Reduced |
| Deseret Mutual Benefit Administrators | 184 | $66.0K | 0.02% | +82+80.4% | Added |
| Manning & Napier Advisors LLC | 185 | $66.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 190 | $68.2K | 0.02% | +4+2.2% | Added |
| Contravisory Investment Management, Inc. | 192 | $68.9K | 0.01% | −15−7.2% | Reduced |
| Root Financial Partners, LLC | 199 | $71.4K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 200 | $71.8K | 0.03% | +17+9.3% | Added |
| Princeton Global Asset Management LLC | 206 | $73.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 213 | $76.5K | 0.01% | −5−2.3% | Reduced |
| Hantz Financial Services, Inc. | 218 | $78.0K | 0.00% | +79+56.8% | Added |
| Hoese & Co LLP | 225 | $80.7K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 226 | $81.1K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 236 | $84.7K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 240 | $86.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 241 | $86.5K | 0.02% | +41+20.5% | Added |
| Zions Bancorporation, National Association | 242 | $86.8K | 0.01% | −242−50.0% | Reduced |
| Bullseye Investment Management, LLC | 242 | $86.8K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $89.7K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $89.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $90.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 254 | $91.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 255 | $91.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 262 | $94.0K | 0.02% | +10+4.0% | Added |
| Bayforest Capital Ltd | 274 | $98.3K | 0.11% | −470−63.2% | Reduced |
| Bell Investment Advisors, Inc | 279 | $100.1K | 0.02% | −17−5.7% | Reduced |
| Asset Dedication, LLC | 286 | $102.6K | 0.01% | +1+0.4% | Added |
| 1620 Investment Advisors, Inc. | 287 | $103.0K | 0.07% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 297 | $106.6K | 0.02% | +9+3.1% | Added |
| Addison Advisors LLC | 299 | $107.3K | 0.02% | +276+1,200.0% | Added |
| Fideuram Asset Management (Ireland) dac | 262 | $107.6K | 0.01% | −1,465−84.8% | Reduced |
| Cohen & Steers, Inc. | 300 | $108.0K | 0.00% | +300 | New |
| Oakworth Capital, Inc. | 304 | $109.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 307 | $110.2K | 0.03% | +111+56.6% | Added |
| Nemes Rush Group LLC | 311 | $111.5K | 0.01% | −9−2.8% | Reduced |
| Onefund, LLC | 309 | $113.9K | 0.07% | −22−6.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 326 | $117.0K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 331 | $118.8K | 0.07% | +3+0.9% | Added |
| HHM Wealth Advisors, LLC | 340 | $122.0K | 0.01% | +340 | New |
| St Germain D J Co Inc | 341 | $122.4K | 0.00% | +79+30.2% | Added |
| CVA Family Office, LLC | 346 | $124.2K | 0.01% | +86+33.1% | Added |
| Navigoe, LLC | 353 | $126.0K | 0.07% | 00.0% | Unchanged |
| Crews Bank & Trust | 374 | $134.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 374 | $134.3K | 0.01% | +2+0.5% | Added |
| Trust Co of Toledo NA | 380 | $136.4K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 392 | $140.7K | 0.08% | +392 | New |
| Valley National Advisers Inc | 399 | $143.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $143.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $143.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 402 | $144.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 406 | $145.7K | 0.06% | −24−5.6% | Reduced |
| Coastline Trust Co | 414 | $148.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 423 | $151.8K | 0.00% | +18+4.4% | Added |
| NBT Bank N A | 442 | $158.6K | 0.01% | −88−16.6% | Reduced |
| TFC Financial Management | 459 | $164.7K | 0.02% | −40−8.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 462 | $165.8K | 0.02% | +462 | New |
| DiNuzzo Private Wealth, Inc. | 474 | $170.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 481 | $172.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 509 | $182.7K | 0.01% | −4−0.8% | Reduced |
| City Holding Co | 520 | $186.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 523 | $187.7K | 0.01% | −30−5.4% | Reduced |
| Chung Wu Investment Group, LLC | 530 | $190.2K | 0.16% | −1,185−69.1% | Reduced |
| City State Bank | 530 | $190.2K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 556 | $199.5K | 0.00% | +194+53.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 559 | $200.7K | 0.01% | +1+0.2% | Added |
| Traynor Capital Management, Inc. | 577 | $200.9K | 0.01% | +577 | New |
| Spears Abacus Advisors LLC | 560 | $201.0K | 0.00% | +560 | New |
| CWA Asset Management Group, LLC | 561 | $201.3K | 0.01% | −6,798−92.4% | Reduced |
| Fagan Associates, Inc. | 561 | $201.3K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 562 | $201.7K | 0.00% | +6+1.1% | Added |
| Quarry LP | 564 | $202.4K | 0.04% | +357+172.5% | Added |
| Brown Miller Wealth Management, LLC | 565 | $202.8K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 565 | $202.8K | 0.02% | +6+1.1% | Added |
| Accurate Wealth Management, LLC | 512 | $202.8K | 0.02% | −7−1.3% | Reduced |
| New Republic Capital, LLC | 566 | $202.9K | 0.07% | +566 | New |
| Merrion Investment Management Co, LLC | 566 | $203.1K | 0.11% | 00.0% | Unchanged |
| Alpha Zero LLC | 567 | $203.5K | 0.10% | +567 | New |
| Crescent Grove Advisors, LLC | 568 | $203.8K | 0.02% | −642−53.1% | Reduced |
| Simplify Asset Management Inc. | 568 | $203.8K | 0.00% | −20−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 556 | $204.2K | 0.00% | +10+1.8% | Added |
| RB Capital Management, LLC | 571 | $204.9K | 0.04% | +2+0.4% | Added |
| Northwest Bancshares, Inc. | 573 | $205.6K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 574 | $206.0K | 0.02% | +1+0.2% | Added |
| Cidel Asset Management Inc | 574 | $206.0K | 0.01% | +25+4.6% | Added |
| LS Investment Advisors, LLC | 575 | $206.4K | 0.03% | −50−8.0% | Reduced |
| Larson Financial Group LLC | 577 | $207.1K | 0.01% | −9−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 579 | $207.8K | 0.05% | +15+2.7% | Added |
| United Asset Strategies, Inc. | 580 | $208.2K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 582 | $208.9K | 0.01% | +10+1.7% | Added |
| Cornerstone Wealth Management, LLC | 583 | $209.1K | 0.01% | +16+2.8% | Added |
| Quadrant Private Wealth Management, LLC | 583 | $209.2K | 0.03% | −149−20.4% | Reduced |
| Ticino Wealth | 574 | $209.5K | 0.07% | −81−12.4% | Reduced |
| Gryphon Financial Partners LLC | 585 | $209.9K | 0.02% | +585 | New |