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 |
|---|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 746 | $267.8K | 0.02% | +187+33.5% | Added |
| Tobam | 749 | $269.0K | 0.07% | +749 | New |
| Accredited Investors Inc. | 750 | $269.2K | 0.01% | +3+0.4% | Added |
| Maple Capital Management, Inc. | 753 | $270.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 756 | $271.3K | 0.02% | +19+2.6% | Added |
| Mather Group, LLC. | 757 | $271.7K | 0.00% | +90+13.5% | Added |
| ClearAlpha Technologies LP | 757 | $271.7K | 0.56% | +757 | New |
| NBC Securities, Inc. | 758 | $272.0K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 760 | $272.7K | 0.08% | −1,940−71.9% | Reduced |
| Tradition Wealth Management, LLC | 769 | $275.8K | 0.02% | +4+0.5% | Added |
| M. Kulyk & Associates, LLC | 770 | $276.3K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 785 | $281.7K | 0.01% | −6,400−89.1% | Reduced |
| Frec Markets, Inc. | 786 | $282.1K | 0.05% | −135−14.7% | Reduced |
| Hills Bank & Trust Co | 787 | $282.4K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 788 | $282.8K | 0.19% | +260+49.2% | Added |
| Howe & Rusling Inc | 788 | $282.8K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 789 | $283.2K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 796 | $285.6K | 0.07% | +3+0.4% | Added |
| Peregrine Asset Advisers, Inc. | 796 | $285.7K | 0.08% | +200+33.6% | Added |
| Magnetar Financial LLC | 820 | $285.8K | 0.00% | −67−7.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 798 | $286.4K | 0.01% | −663−45.4% | Reduced |
| Gladstone Institutional Advisory LLC | 798 | $286.6K | 0.01% | −50−5.9% | Reduced |
| Oasis Advisors, LLC | 800 | $287.1K | 0.06% | +800 | New |
| Montecito Bank & Trust | 802 | $287.8K | 0.05% | +139+21.0% | Added |
| Trademark Financial Management, LLC | 803 | $288.2K | 0.14% | −278−25.7% | Reduced |
| Advance Capital Management, Inc. | 803 | $288.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 805 | $288.9K | 0.21% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 805 | $288.9K | 0.10% | +805 | New |
| Pensionmark Financial Group, LLC | 813 | $291.8K | 0.00% | −268−24.8% | Reduced |
| Regatta Capital Group, LLC | 814 | $292.1K | 0.04% | +814 | New |
| Affinity Investment Advisors, LLC | 817 | $293.2K | 0.18% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 818 | $293.6K | 0.06% | −159−16.3% | Reduced |
| Basepoint Wealth LLC | 820 | $294.2K | 0.17% | +102+14.2% | Added |
| SevenBridge Financial Group, LLC | 725 | $295.1K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 827 | $296.7K | 0.02% | +154+22.9% | Added |
| Plancorp, LLC | 751 | $297.5K | 0.01% | +3+0.4% | Added |
| Commerzbank Aktiengesellschaft | 831 | $298.0K | 0.01% | −7,000−89.4% | Reduced |
| CX Institutional | 835 | $300.0K | 0.01% | +5+0.6% | Added |
| Camden Capital, LLC | 847 | $304.0K | 0.02% | +847 | New |
| Professional Advisory Services Inc | 850 | $305.0K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 853 | $306.1K | 0.02% | −874−50.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 860 | $308.6K | 0.09% | 00.0% | Unchanged |
| ERn Financial, LLC | 861 | $308.8K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 863 | $309.7K | 0.00% | −136−13.6% | Reduced |
| McAdam, LLC | 865 | $310.4K | 0.01% | +865 | New |
| Advisor OS, LLC | 866 | $310.7K | 0.02% | −34−3.8% | Reduced |
| Key Financial Inc | 866 | $310.8K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 870 | $312.2K | 0.03% | +2+0.2% | Added |
| Level Four Advisory Services, LLC | 874 | $313.7K | 0.01% | +6+0.7% | Added |
| Aquatic Capital Management LLC | 877 | $314.7K | 0.01% | −26,486−96.8% | Reduced |
| Winton Group Ltd | 877 | $314.7K | 0.01% | +195+28.6% | Added |
| Rubicon Advisors, GP | 877 | $314.7K | 0.27% | −2,312−72.5% | Reduced |
| Integrated Investment Consultants, LLC | 878 | $315.1K | 0.07% | −1,182−57.4% | Reduced |
| Christine Messmer PC | 879 | $315.3K | 0.20% | +4+0.5% | Added |
| South Shore Capital Advisors | 879 | $315.5K | 0.23% | +29+3.4% | Added |
| Cary Street Partners Financial LLC | 881 | $316.2K | 0.01% | +52+6.3% | Added |
| Financial Engines Advisors L.L.C. | 883 | $316.9K | 0.00% | +17+2.0% | Added |
| Sovereign Investment Advisors, LLC | 883 | $316.9K | 0.07% | +883 | New |
| American National Bank | 888 | $318.7K | 0.03% | −14−1.6% | Reduced |
| Private Management Group Inc | 891 | $319.8K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 707 | $322.9K | 0.24% | −23−3.2% | Reduced |
| Monetary Management Group Inc | 900 | $323.0K | 0.08% | +400+80.0% | Added |
| Balboa Wealth Partners | 901 | $323.3K | 0.05% | +901 | New |
| Versant Capital Management, Inc | 906 | $325.1K | 0.03% | +409+82.3% | Added |
| Biltmore Family Office, LLC | 910 | $326.6K | 0.05% | 00.0% | Unchanged |
| Smart Money Group LLC | 916 | $328.7K | 0.10% | +3+0.3% | Added |
| Hudock, Inc. | 916 | $329.0K | 0.05% | +1+0.1% | Added |
| Caldwell Trust Co | 917 | $329.1K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 918 | $329.3K | 0.04% | +50+5.8% | Added |
| Bishop & Co Investment Management, LLC | 918 | $329.5K | 0.11% | 00.0% | Unchanged |
| Chelsea Counsel Co | 922 | $330.9K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 925 | $332.1K | 0.02% | +179+24.0% | Added |
| Ethos Financial Group, LLC | 930 | $333.8K | 0.02% | +339+57.4% | Added |
| Foster Group, Inc. | 931 | $334.1K | 0.01% | +28+3.1% | Added |
| Straight Path Wealth Management | 931 | $334.1K | 0.09% | +931 | New |
| Impact Capital Partners LLC | 934 | $335.2K | 0.10% | +11+1.2% | Added |
| PDS Planning, Inc | 937 | $336.3K | 0.02% | +61+7.0% | Added |
| Ieq Capital, LLC | 942 | $337.9K | 0.00% | −9,277−90.8% | Reduced |
| Dara Capital US, Inc. | 945 | $339.1K | 0.32% | +24+2.6% | Added |
| GTS Securities LLC | 948 | $340.2K | 0.01% | −395−29.4% | Reduced |
| KTF Investments, LLC | 950 | $340.9K | 0.06% | −50−5.0% | Reduced |
| Optimize Financial Inc | 950 | $340.9K | 0.17% | +5+0.5% | Added |
| WealthPLAN Partners, LLC | 953 | $342.0K | 0.07% | +19+2.0% | Added |
| Fragasso Group Inc. | 932 | $342.3K | 0.02% | +19+2.1% | Added |
| International Assets Investment Management, LLC | 933 | $344.2K | 0.02% | −196−17.4% | Reduced |
| FMB Wealth Management | 974 | $349.5K | 0.14% | −29−2.9% | Reduced |
| Tradewinds, LLC. | 861 | $351.0K | 0.11% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 978 | $351.1K | 0.03% | −175−15.2% | Reduced |
| Live Oak Private Wealth LLC | 981 | $352.1K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 981 | $352.2K | 0.02% | −220−18.3% | Reduced |
| ABLE Financial Group, LLC | 986 | $353.9K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 990 | $355.3K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 993 | $356.3K | 0.09% | −19−1.9% | Reduced |
| Wellington Shields & Co., LLC | 1,000 | $358.9K | 0.09% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 1,000 | $358.9K | 1.16% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,008 | $361.8K | 0.01% | −17−1.7% | Reduced |
| Certified Advisory Corp | 1,008 | $361.8K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,009 | $362.3K | 0.01% | −40−3.8% | Reduced |
| Welch & Forbes LLC | 1,016 | $364.6K | 0.00% | 00.0% | Unchanged |
| Kooman & Associates | 1,016 | $364.6K | 0.11% | 00.0% | Unchanged |