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 |
|---|---|---|---|---|---|
| BKM Wealth Management, LLC | 1,018 | $365.3K | 0.13% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,018 | $365.4K | 0.07% | +4+0.4% | Added |
| Parsons Capital Management Inc | 1,022 | $366.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,030 | $369.7K | 0.01% | −1,254−54.9% | Reduced |
| MainStreet Investment Advisors LLC | 1,031 | $370.0K | 0.06% | −65−5.9% | Reduced |
| Castle Rock Wealth Management, LLC | 1,016 | $370.9K | 0.08% | −4−0.4% | Reduced |
| Hilltop Holdings Inc. | 1,043 | $374.3K | 0.03% | −1,112−51.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,043 | $374.3K | 0.00% | +168+19.2% | Added |
| Cahill Financial Advisors Inc | 1,044 | $374.6K | 0.04% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,047 | $375.7K | 0.23% | −15−1.4% | Reduced |
| Fort Point Capital Partners LLC | 1,047 | $375.7K | 0.05% | +107+11.4% | Added |
| Pettyjohn, Wood & White, Inc | 1,047 | $375.7K | 0.06% | +70+7.2% | Added |
| Carnegie Lake Advisors LLC | 1,048 | $376.1K | 0.15% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,248 | $380.2K | 0.01% | +1,248 | New |
| Evelyn Partners Investment Management Services Ltd | 1,060 | $380.4K | 0.04% | +60+6.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $381.1K | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,064 | $381.8K | 0.01% | −429−28.7% | Reduced |
| Jacobi Capital Management LLC | 1,066 | $382.6K | 0.02% | +12+1.1% | Added |
| Verity Asset Management, Inc. | 1,071 | $384.4K | 0.16% | −89−7.7% | Reduced |
| Ritholtz Wealth Management | 1,073 | $384.9K | 0.01% | +88+8.9% | Added |
| Founders Financial Alliance, LLC | 1,080 | $387.6K | 0.07% | +42+4.0% | Added |
| Boston Private Wealth LLC | 1,083 | $388.3K | 0.03% | −92−7.8% | Reduced |
| Ellevest, Inc. | 1,083 | $388.7K | 0.05% | +113+11.6% | Added |
| ProVise Management Group, LLC | 1,087 | $390.1K | 0.03% | −40−3.5% | Reduced |
| Profund Advisors LLC | 1,095 | $393.0K | 0.01% | +9+0.8% | Added |
| Cigna Investments Inc | 1,096 | $393.0K | 0.06% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 1,099 | $394.2K | 0.00% | +216+24.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $394.8K | 0.17% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,105 | $396.6K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,109 | $398.2K | 0.16% | −14−1.2% | Reduced |
| Fosun International Ltd | 1,110 | $398.4K | 0.10% | +1,110 | New |
| Guggenheim Capital LLC | 1,113 | $399.4K | 0.00% | −312−21.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,126 | $403.7K | 0.01% | +177+18.7% | Added |
| Maridea Wealth Management LLC | 1,134 | $407.0K | 0.06% | −4,388−79.5% | Reduced |
| Cedar Point Capital Partners, LLC | 1,134 | $407.0K | 0.26% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,032 | $407.5K | 0.02% | −7−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,147 | $411.5K | 0.19% | −60−5.0% | Reduced |
| Pacifica Partners Inc. | 1,149 | $412.4K | 0.14% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,150 | $412.7K | 0.19% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,151 | $413.1K | 0.12% | +525+83.9% | Added |
| Madden Securities Corp | 1,155 | $414.5K | 0.12% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,156 | $414.8K | 0.05% | +15+1.3% | Added |
| SmartHarvest Portfolios, LLC | 1,156 | $414.9K | 0.17% | −92−7.4% | Reduced |
| Sapient Capital LLC | 1,157 | $415.2K | 0.01% | +402+53.2% | Added |
| Foundations Investment Advisors, LLC | 1,159 | $415.8K | 0.01% | −8−0.7% | Reduced |
| Patron Partners Advisors, LLC | 1,170 | $419.9K | 0.19% | −147−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,174 | $421.3K | 0.00% | +35+3.1% | Added |
| Simplicity Wealth,LLC | 1,179 | $423.1K | 0.02% | +54+4.8% | Added |
| Meridian Wealth Management, LLC | 1,181 | $423.9K | 0.02% | −300−20.3% | Reduced |
| NorthRock Partners, LLC | 1,184 | $424.9K | 0.01% | +129+12.2% | Added |
| Inscription Capital, LLC | 1,188 | $426.2K | 0.04% | +465+64.3% | Added |
| Brookstone Capital Management | 1,192 | $427.7K | 0.00% | +43+3.7% | Added |
| Stanley-Laman Group, Ltd. | 1,195 | $428.9K | 0.05% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,197 | $429.6K | 0.08% | +617+106.4% | Added |
| S.E.E.D. Planning Group LLC | 1,197 | $429.6K | 0.12% | +347+40.8% | Added |
| Employees Retirement System of Texas | 1,197 | $430.0K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,199 | $430.3K | 0.01% | −3−0.2% | Reduced |
| Cullinan Associates Inc | 1,200 | $430.7K | 0.03% | −100−7.7% | Reduced |
| Tyche Wealth Partners LLC | 1,200 | $430.7K | 0.07% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,199 | $430.7K | 0.12% | +1+0.1% | Added |
| B&L Asset Management LLC | 1,209 | $433.9K | 0.19% | +545+82.1% | Added |
| Dark Forest Capital Management LP | 1,211 | $434.6K | 0.04% | −7,190−85.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,217 | $436.8K | 0.03% | −7−0.6% | Reduced |
| Monticello Wealth Management, LLC | 1,219 | $437.5K | 0.03% | −248−16.9% | Reduced |
| Corient IA LLC | 1,220 | $437.8K | 0.41% | −280−18.7% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $438.9K | 0.28% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,224 | $439.3K | 0.01% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,225 | $439.6K | 0.32% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,227 | $440.3K | 0.01% | −83−6.3% | Reduced |
| Change Path, LLC | 1,228 | $440.7K | 0.01% | +45+3.8% | Added |
| Navalign, LLC | 1,229 | $441.2K | 0.11% | +4+0.3% | Added |
| Kovack Advisors, Inc. | 1,230 | $441.8K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,250 | $448.5K | 0.06% | +27+2.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $449.0K | 0.15% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,260 | $452.2K | 0.06% | +517+69.6% | Added |
| West Wealth Group, LLC | 1,261 | $452.6K | 0.09% | +21+1.7% | Added |
| Resources Management Corp | 1,266 | $454.0K | 0.06% | −18−1.4% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $455.0K | 0.06% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,298 | $455.3K | 0.06% | −306−19.1% | Reduced |
| Sagespring Wealth Partners, LLC | 1,272 | $456.4K | 0.01% | +23+1.8% | Added |
| Waldron Private Wealth LLC | 1,278 | $458.6K | 0.02% | +93+7.8% | Added |
| Global Trust Asset Management, LLC | 1,283 | $460.3K | 0.18% | +8+0.6% | Added |
| TD Private Client Wealth LLC | 1,292 | $463.7K | 0.01% | −200−13.4% | Reduced |
| Valley Brook Capital Group | 1,300 | $466.5K | 0.31% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,300 | $466.5K | 0.03% | +419+47.6% | Added |
| Modera Wealth Management, LLC | 1,302 | $467.2K | 0.01% | −7−0.5% | Reduced |
| Dillon & Associates Inc | 1,315 | $472.0K | 0.06% | +128+10.8% | Added |
| We Are One Seven, LLC | 1,321 | $474.2K | 0.01% | −15−1.1% | Reduced |
| Annex Advisory Services, LLC | 1,330 | $477.4K | 0.01% | −20−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,338 | $480.2K | 0.03% | −5−0.4% | Reduced |
| Dakota Wealth Management | 1,344 | $482.4K | 0.01% | +11+0.8% | Added |
| Vicus Capital | 1,346 | $483.1K | 0.04% | +267+24.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,347 | $483.3K | 0.31% | −15−1.1% | Reduced |
| Rehmann Capital Advisory Group | 1,348 | $483.8K | 0.03% | +42+3.2% | Added |
| AlphaCore Capital LLC | 1,355 | $486.2K | 0.01% | −393−22.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,357 | $487.0K | 0.00% | −51−3.6% | Reduced |
| Hutchinson Capital Management | 1,357 | $487.0K | 0.09% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,358 | $487.4K | 0.27% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,358 | $487.5K | 0.18% | +25+1.9% | Added |
| Great Valley Advisor Group, Inc. | 1,362 | $489.0K | 0.01% | +2+0.1% | Added |