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 |
|---|---|---|---|---|---|
| Simmons Bank | 588 | $211.0K | 0.01% | −20−3.3% | Reduced |
| Avanza Fonder AB | 590 | $211.7K | 0.01% | +427+262.0% | Added |
| Hanson & Doremus Investment Management | 590 | $212.0K | 0.02% | −12−2.0% | Reduced |
| Purewater Capital LLC | 591 | $212.1K | 0.20% | +591 | New |
| PVG Asset Management Corp | 458 | $212.3K | 0.13% | +458 | New |
| Falcon Wealth Planning | 594 | $213.0K | 0.01% | +3+0.5% | Added |
| Retirement Investment Advisors, Inc. | 548 | $213.2K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 471 | $214.3K | 0.01% | +471 | New |
| Battery Global Advisors, LLC | 598 | $214.6K | 0.12% | +543+987.3% | Added |
| Fiduciary Wealth Partners, LLC | 600 | $215.3K | 0.14% | −70−10.4% | Reduced |
| Greenwood Gearhart Inc | 600 | $215.3K | 0.01% | 00.0% | Unchanged |
| South Street Advisors LLC | 600 | $215.3K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 300 | $215.3K | 0.05% | −300−50.0% | Reduced |
| Burling Wealth Partners, LLC | 600 | $215.3K | 0.03% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 605 | $217.1K | 0.05% | +5+0.8% | Added |
| Accel Wealth Management | 605 | $217.2K | 0.06% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 607 | $217.8K | 0.03% | +68+12.6% | Added |
| L2 Asset Management, LLC | 607 | $217.8K | 0.02% | +41+7.2% | Added |
| Pring Turner Capital Group Inc | 560 | $217.9K | 0.13% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 608 | $218.1K | 0.01% | +91+17.6% | Added |
| Centric Wealth Management | 545 | $218.3K | 0.04% | −66−10.8% | Reduced |
| Breakwater Capital Group | 609 | $218.6K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 610 | $218.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 610 | $218.9K | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 612 | $219.6K | 0.01% | +612 | New |
| Victory Financial Group, LLC | 614 | $220.4K | 0.03% | −29−4.5% | Reduced |
| Fairview Capital Investment Management, LLC | 614 | $220.4K | 0.01% | +41+7.2% | Added |
| Stokes Family Office, LLC | 616 | $221.1K | 0.02% | −8−1.3% | Reduced |
| Gouws Capital LLC | 619 | $222.1K | 0.12% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 621 | $222.9K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 623 | $223.7K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 623 | $223.8K | 0.09% | −10−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 625 | $224.1K | 0.01% | +625 | New |
| Global Trust Wealth Management LLC | 625 | $224.3K | 0.17% | −50−7.4% | Reduced |
| Crawford Investment Counsel Inc | 627 | $225.0K | 0.00% | −21−3.2% | Reduced |
| DGS Capital Management, LLC | 628 | $225.4K | 0.04% | +628 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 630 | $226.1K | 0.04% | +178+39.4% | Added |
| StoneX Group Inc. | 631 | $226.4K | 0.01% | +631 | New |
| NWF Advisory Services Inc. | 632 | $227.0K | 0.03% | +54+9.3% | Added |
| ARS Wealth Advisors Group, LLC | 633 | $227.2K | 0.02% | +633 | New |
| Great Waters Wealth Management | 634 | $227.5K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 635 | $227.9K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 636 | $228.0K | 0.00% | +18+2.9% | Added |
| FourThought Financial Partners, LLC | 637 | $228.6K | 0.02% | −788−55.3% | Reduced |
| Freestone Capital Holdings, LLC | 638 | $229.1K | 0.01% | +63+11.0% | Added |
| DV Trading LLC | 640 | $229.7K | 0.02% | +520+433.3% | Added |
| Stenger Family Office, LLC | 645 | $231.5K | 0.04% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 651 | $233.6K | 0.16% | +651 | New |
| Alessandra Capital Management, LLC | 651 | $233.6K | 0.20% | +651 | New |
| Beacon Investment Advisory Services, Inc. | 653 | $234.3K | 0.01% | +23+3.7% | Added |
| First Business Financial Services, Inc. | 655 | $235.1K | 0.02% | +7+1.1% | Added |
| Independent Advisor Alliance | 655 | $235.1K | 0.00% | −2−0.3% | Reduced |
| Johnson Investment Counsel Inc | 659 | $236.6K | 0.00% | −753−53.3% | Reduced |
| Aries Wealth Management | 660 | $236.9K | 0.05% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 661 | $237.2K | 0.01% | −72−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 663 | $237.9K | 0.02% | +4+0.6% | Added |
| Vantage Point Financial LLC | 663 | $238.0K | 0.08% | −11−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $238.1K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 665 | $238.6K | 0.06% | +1+0.2% | Added |
| Citizens & Northern Corp | 666 | $239.0K | 0.06% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 667 | $239.5K | 0.00% | +4+0.6% | Added |
| HighPoint Advisor Group LLC | 678 | $243.5K | 0.01% | −3,432−83.5% | Reduced |
| Carr Financial Group Corp | 679 | $243.8K | 0.06% | +1+0.1% | Added |
| Milestone Asset Management, LLC | 679 | $243.8K | 0.04% | +3+0.4% | Added |
| Values First Advisors, Inc. | 680 | $243.9K | 0.13% | +4+0.6% | Added |
| Flagstone Financial Management | 681 | $244.4K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 684 | $245.3K | 0.02% | +1+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 688 | $246.9K | 0.02% | −5−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 690 | $247.6K | 0.01% | +2+0.3% | Added |
| Ruggaard & Associates LLC | 693 | $248.7K | 0.10% | +2+0.3% | Added |
| Wilkerson Advisory Group LLC | 694 | $249.1K | 0.09% | −1,162−62.6% | Reduced |
| Great Diamond Partners, LLC | 694 | $249.1K | 0.05% | +142+25.7% | Added |
| Washington Trust Bank | 695 | $249.4K | 0.02% | −16−2.3% | Reduced |
| Welch Capital Partners LLC | 696 | $250.0K | 0.06% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 699 | $250.7K | 0.11% | +2+0.3% | Added |
| Catalyst Financial Partners LLC | 699 | $250.9K | 0.03% | +43+6.6% | Added |
| Professional Financial Advisors, LLC | 700 | $251.2K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 701 | $251.6K | 0.02% | −95−11.9% | Reduced |
| Sentinus, LLC | 703 | $252.4K | 0.02% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 706 | $253.4K | 0.00% | +38+5.7% | Added |
| Engineers Gate Manager LP | 706 | $253.4K | 0.00% | +706 | New |
| Center for Financial Planning, Inc. | 707 | $253.7K | 0.03% | −60−7.8% | Reduced |
| LexAurum Advisors, LLC | 710 | $254.8K | 0.03% | +710 | New |
| Kickstand Ventures, LLC. | 712 | $255.5K | 0.05% | −140−16.4% | Reduced |
| 71 West Capital Partners | 713 | $255.9K | 0.01% | +85+13.5% | Added |
| AssuredPartners Investment Advisors, LLC | 701 | $257.4K | 0.03% | −473−40.3% | Reduced |
| Citizens Financial Group Inc | 717 | $257.5K | 0.00% | −289−28.7% | Reduced |
| Capstone Investment Advisors, LLC | 718 | $257.7K | 0.00% | −804−52.8% | Reduced |
| Smithfield Trust Co | 721 | $258.0K | 0.01% | +189+35.5% | Added |
| Colonial Trust Co | 719 | $258.0K | 0.04% | +2+0.3% | Added |
| Pallas Capital Advisors LLC | 721 | $258.9K | 0.01% | −16−2.2% | Reduced |
| Ironwood Investment Counsel, LLC | 722 | $259.3K | 0.04% | +1+0.1% | Added |
| PCM Encore, LLC | 723 | $259.6K | 0.05% | +43+6.3% | Added |
| Foguth Wealth Management, LLC. | 576 | $259.8K | 0.03% | −36−5.9% | Reduced |
| True North Advisors, LLC | 729 | $261.5K | 0.03% | −17−2.3% | Reduced |
| Leavell Investment Management, Inc. | 731 | $262.5K | 0.01% | +3+0.4% | Added |
| Evolve Private Wealth, LLC | 738 | $264.9K | 0.01% | +738 | New |
| Soltis Investment Advisors LLC | 739 | $265.2K | 0.02% | −9−1.2% | Reduced |
| Central Trust Co | 741 | $265.9K | 0.01% | +118+18.9% | Added |
| Krilogy Financial LLC | 664 | $267.5K | 0.01% | +37+5.9% | Added |