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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 1,366 | $490.2K | 0.02% | +138+11.2% | Added |
| Hoey Investments, Inc | 1,374 | $493.1K | 0.07% | −48−3.4% | Reduced |
| National Asset Management, Inc. | 1,418 | $494.2K | 0.03% | −71−4.8% | Reduced |
| Old National Bancorp | 1,381 | $495.6K | 0.01% | +635+85.1% | Added |
| Associated Banc-Corp | 1,383 | $496.3K | 0.01% | +271+24.4% | Added |
| Checchi Capital Advisers, LLC | 1,396 | $501.0K | 0.03% | +190+15.8% | Added |
| Costello Asset Management, INC | 1,400 | $502.4K | 0.17% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,404 | $503.7K | 0.06% | +5+0.4% | Added |
| Tiaa Trust, National Association | 1,407 | $504.9K | 0.03% | −5,146−78.5% | Reduced |
| Chesapeake Capital Corp | 1,426 | $511.8K | 0.37% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,427 | $512.1K | 0.01% | −662−31.7% | Reduced |
| Sowell Financial Services LLC | 1,436 | $515.3K | 0.02% | +247+20.8% | Added |
| Autumn Glory Partners, LLC | 1,436 | $515.4K | 0.19% | +414+40.5% | Added |
| Nations Financial Group Inc, | 1,447 | $519.5K | 0.03% | +1+0.1% | Added |
| Parkwoods Wealth Partners, LLC | 1,449 | $520.1K | 0.13% | 00.0% | Unchanged |
| LMR Partners LLP | 1,450 | $520.4K | 0.00% | +1,450 | New |
| Armis Advisers, LLC | 1,145 | $521.2K | 0.05% | +146+14.6% | Added |
| Trueblood Wealth Management, LLC | 1,456 | $522.7K | 0.20% | +1+0.1% | Added |
| Bridgefront Capital, LLC | 1,459 | $523.6K | 0.13% | +1,459 | New |
| Atlantic Trust, LLC | 1,464 | $525.3K | 0.09% | +1+0.1% | Added |
| Principal Securities, Inc. | 1,469 | $527.2K | 0.01% | +197+15.5% | Added |
| Savvy Advisors, Inc. | 1,475 | $529.4K | 0.01% | +236+19.0% | Added |
| Z3 Capital Partners, LLC | 1,479 | $530.8K | 0.13% | −100−6.3% | Reduced |
| DMG Group, LLC | 1,481 | $531.5K | 0.36% | +135+10.0% | Added |
| Drucker Wealth 3.0, LLC | 1,487 | $533.5K | 0.09% | −110−6.9% | Reduced |
| Circle Wealth Management, LLC | 1,493 | $535.8K | 0.01% | +1,493 | New |
| Hunter Associates Investment Management LLC | 1,491 | $536.0K | 0.07% | −59−3.8% | Reduced |
| Community Financial Services Group, LLC | 1,458 | $537.9K | 0.09% | +1,458 | New |
| 1st Source Bank | 1,500 | $538.3K | 0.03% | −75−4.8% | Reduced |
| Bramshill Investments, LLC | 1,500 | $538.3K | 0.05% | +1,500 | New |
| Capital Financial Group Inc | 1,500 | $538.4K | 0.30% | 00.0% | Unchanged |
| Chatterton & Associates Inc. | 1,377 | $543.8K | 0.38% | +750+119.6% | Added |
| Transcend Wealth Collective, LLC | 1,516 | $543.9K | 0.04% | −20−1.3% | Reduced |
| Asset Advisory Group, Inc. | 1,523 | $546.6K | 0.27% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,524 | $546.9K | 0.00% | −636−29.4% | Reduced |
| Parallel Advisors, LLC | 1,529 | $548.9K | 0.01% | −128−7.7% | Reduced |
| Cottage Street Advisors LLC | 1,542 | $553.4K | 0.24% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,363 | $554.6K | 0.12% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,546 | $555.0K | 0.03% | −35−2.2% | Reduced |
| Belpointe Asset Management LLC | 1,547 | $555.4K | 0.02% | −7−0.5% | Reduced |
| Anb Bank | 1,554 | $557.7K | 0.23% | −99−6.0% | Reduced |
| Evercore Wealth Management, LLC | 1,563 | $560.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,386 | $568.2K | 0.04% | +51+3.8% | Added |
| XML Financial, LLC | 1,588 | $569.9K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,593 | $572.0K | 0.03% | −797−33.3% | Reduced |
| Evermay Wealth Management LLC | 1,597 | $573.1K | 0.06% | −69−4.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $574.2K | 0.14% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $574.2K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,605 | $576.6K | 0.09% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,611 | $578.2K | 0.22% | −1−0.1% | Reduced |
| WBI Investments | 1,625 | $583.1K | 0.16% | −995−38.0% | Reduced |
| Millington Securities, LLC | 1,625 | $583.1K | 0.16% | +1,625 | New |
| Aigen Investment Management, LP | 1,627 | $583.9K | 0.15% | +1,627 | New |
| Interchange Capital Partners, LLC | 2,208 | $584.4K | 0.19% | −178−7.5% | Reduced |
| Globeflex Capital L P | 1,635 | $586.8K | 0.09% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,636 | $587.1K | 0.08% | +1+0.1% | Added |
| Taylor Financial Group, Inc. | 1,648 | $591.4K | 0.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,652 | $592.9K | 0.00% | −185−10.1% | Reduced |
| Uniting Wealth Partners, LLC | 1,658 | $595.0K | 0.13% | −14−0.8% | Reduced |
| Assetmark, Inc | 1,660 | $595.8K | 0.00% | −139−7.7% | Reduced |
| Watershed Private Wealth LLC | 1,662 | $596.5K | 0.19% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,662 | $596.5K | 0.02% | +50+3.1% | Added |
| BigSur Wealth Management LLC | 1,664 | $597.2K | 0.17% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,667 | $598.2K | 0.06% | +4+0.2% | Added |
| Fiduciary Alliance LLC | 1,509 | $599.7K | 0.04% | +177+13.3% | Added |
| Chatham Capital Group, Inc. | 1,684 | $604.4K | 0.09% | −50−2.9% | Reduced |
| Claro Advisors LLC | 1,691 | $607.0K | 0.07% | +13+0.8% | Added |
| Global Assets Advisory, LLC | 1,694 | $607.9K | 0.19% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,707 | $612.6K | 0.27% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,715 | $615.5K | 0.34% | +22+1.3% | Added |
| One Capital Management, LLC | 1,731 | $621.4K | 0.02% | +11+0.6% | Added |
| Harbour Investments, Inc. | 1,734 | $622.5K | 0.01% | +450+35.0% | Added |
| Marble Harbor Investment Counsel, LLC | 1,750 | $628.0K | 0.07% | −50−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,545 | $628.6K | 0.01% | +136+9.7% | Added |
| Bourgeon Capital Management LLC | 1,752 | $628.8K | 0.11% | +1,752 | New |
| Focus Financial Network, Inc. | 1,774 | $636.7K | 0.02% | −16−0.9% | Reduced |
| Crestwood Advisors Group LLC | 1,775 | $637.0K | 0.01% | +172+10.7% | Added |
| Argonautica Private Wealth Management, Inc | 1,779 | $638.4K | 0.19% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,785 | $640.6K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,787 | $641.3K | 0.02% | −882−33.0% | Reduced |
| Wolverine Asset Management LLC | 1,800 | $646.0K | 0.01% | +600+50.0% | Added |
| Aprio Wealth Management, LLC | 1,801 | $646.5K | 0.04% | +1,195+197.2% | Added |
| Walleye Trading LLC | 1,834 | $658.2K | 0.01% | −8,516−82.3% | Reduced |
| Mutual Advisors, LLC | 1,845 | $662.2K | 0.01% | −414−18.3% | Reduced |
| MTM Investment Management, LLC | 1,858 | $666.8K | 0.21% | 00.0% | Unchanged |
| TCW Group Inc | 1,870 | $671.1K | 0.01% | +91+5.1% | Added |
| Grimes & Company, Inc. | 1,874 | $672.6K | 0.02% | −11−0.6% | Reduced |
| Montag A & Associates Inc | 1,879 | $674.2K | 0.03% | +300+19.0% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $675.8K | 0.50% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,886 | $676.8K | 0.21% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 1,891 | $678.6K | 0.52% | −3,263−63.3% | Reduced |
| Wallace Hart LLC | 1,898 | $681.2K | 0.94% | +1,173+161.8% | Added |
| Sumitomo Life Insurance Co | 1,901 | $682.2K | 0.02% | +50+2.7% | Added |
| Pure Financial Advisors, Inc. | 1,909 | $685.2K | 0.01% | +18+1.0% | Added |
| Quadrant Capital Group LLC | 1,915 | $687.3K | 0.02% | −9−0.5% | Reduced |
| Strategic Blueprint, LLC | 1,937 | $695.2K | 0.04% | +290+17.6% | Added |
| Ballentine Partners, LLC | 1,947 | $698.7K | 0.01% | +33+1.7% | Added |
| Kingsview Wealth Management, LLC | 1,949 | $699.6K | 0.01% | −88−4.3% | Reduced |
| Cascade Financial Partners, LLC | 1,965 | $705.2K | 0.07% | 00.0% | Unchanged |
| Sandler Capital Management | 1,973 | $708.1K | 0.48% | −2,047−50.9% | Reduced |