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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 1,978 | $709.9K | 0.05% | −8−0.4% | Reduced |
| BankChampaign, National Association | 1,979 | $710.2K | 0.70% | +25+1.3% | Added |
| Argent Advisors, Inc. | 1,982 | $711.3K | 0.19% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,985 | $712.4K | 0.22% | −92−4.4% | Reduced |
| AlphaCentric Advisors LLC | 2,000 | $717.8K | 0.72% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,006 | $719.9K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,022 | $725.7K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,024 | $726.4K | 0.36% | +2,024 | New |
| Stewardship Concepts Financial Services LLC | 2,034 | $729.9K | 0.57% | +2+0.1% | Added |
| Regions Financial Corp | 2,035 | $730.3K | 0.00% | −2,788−57.8% | Reduced |
| Signaturefd, LLC | 2,041 | $732.6K | 0.01% | +2+0.1% | Added |
| Brown Financial Advisors | 2,047 | $734.6K | 0.28% | +817+66.4% | Added |
| Oxford Financial Group Ltd | 2,067 | $741.8K | 0.04% | +2,067 | New |
| Hamrick Investment Counsel, llc | 2,069 | $742.5K | 0.41% | +82+4.1% | Added |
| IFP Advisors, Inc | 2,070 | $742.9K | 0.02% | +176+9.3% | Added |
| Stevens Capital Management LP | 2,079 | $746.0K | 0.11% | +832+66.7% | Added |
| Daymark Wealth Partners, LLC | 2,093 | $751.3K | 0.02% | +26+1.3% | Added |
| Stableford Capital II LLC | 2,094 | $751.5K | 0.28% | +2,094 | New |
| Birmingham Capital Management Co Inc | 2,100 | $754.0K | 0.32% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $754.0K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 2,115 | $759.1K | 0.04% | −81−3.7% | Reduced |
| Boothbay Fund Management, LLC | 2,116 | $759.4K | 0.02% | −15,292−87.8% | Reduced |
| DRW Securities, LLC | 2,166 | $774.9K | 0.04% | +2,166 | New |
| Equitable Trust Co | 2,162 | $775.9K | 0.04% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,163 | $776.1K | 0.15% | +8+0.4% | Added |
| North Star Investment Management Corp. | 2,169 | $778.4K | 0.05% | −239−9.9% | Reduced |
| Twin Tree Management, LP | 2,169 | $778.4K | 0.16% | +2,169 | New |
| Brighton Jones LLC | 2,195 | $787.7K | 0.02% | +2,195 | New |
| Gateway Investment Advisers LLC | 2,207 | $792.0K | 0.01% | −10,130−82.1% | Reduced |
| Hoge Financial Services, LLC | 2,212 | $793.8K | 0.42% | +10+0.5% | Added |
| Meeder Advisory Services, Inc. | 2,215 | $795.0K | 0.03% | −222−9.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,226 | $798.9K | 0.01% | +4+0.2% | Added |
| Torrey-Payne Wealth Management, LLC | 2,264 | $812.5K | 0.75% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,269 | $814.3K | 0.11% | +2+0.1% | Added |
| Marble Wealth, LLC | 2,272 | $815.4K | 0.14% | −183−7.5% | Reduced |
| Atomi Financial Group, Inc. | 2,290 | $822.0K | 0.03% | −119−4.9% | Reduced |
| Vestcor Inc | 2,290 | $822.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $829.0K | 0.34% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,311 | $829.4K | 0.08% | −102−4.2% | Reduced |
| Smartleaf Asset Management LLC | 2,410 | $840.1K | 0.03% | +146+6.4% | Added |
| SCS Capital Management LLC | 2,349 | $843.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,361 | $847.1K | 0.02% | −17−0.7% | Reduced |
| Calamos Wealth Management LLC | 2,366 | $849.1K | 0.03% | −270−10.2% | Reduced |
| Calamos Advisors LLC | 2,366 | $849.1K | 0.00% | +2,366 | New |
| Western Wealth Management, LLC | 2,373 | $851.5K | 0.03% | −118−4.7% | Reduced |
| Mystic Asset Management, Inc. | 2,373 | $851.6K | 0.20% | 00.0% | Unchanged |
| VARCOV Co. | 2,378 | $853.4K | 0.32% | +2,378 | New |
| Nia Impact Advisors, LLC | 2,390 | $857.7K | 0.38% | −5,688−70.4% | Reduced |
| Cito Capital Group, LLC | 2,400 | $861.0K | 0.26% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,400 | $861.3K | 0.01% | −1,275−34.7% | Reduced |
| Savant Capital, LLC | 2,417 | $867.5K | 0.00% | −680−22.0% | Reduced |
| Advisors Capital Management, LLC | 2,430 | $872.4K | 0.01% | +259+11.9% | Added |
| Moors & Cabot, Inc. | 2,443 | $876.7K | 0.04% | −612−20.0% | Reduced |
| Ci Investments Inc. | 2,449 | $878.9K | 0.00% | +1,417+137.3% | Added |
| Stonebridge Capital Advisors LLC | 2,450 | $879.3K | 0.06% | −410−14.3% | Reduced |
| Natural Investments, LLC | 2,492 | $894.0K | 0.22% | +2,492 | New |
| AE Wealth Management LLC | 2,492 | $894.6K | 0.00% | +389+18.5% | Added |
| denkapparat Operations GmbH | 2,498 | $896.5K | 0.37% | +1,180+89.5% | Added |
| Golden State Wealth Management, LLC | 2,501 | $897.6K | 0.10% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,198 | $898.7K | 0.07% | −442−16.7% | Reduced |
| Taproot Management LP | 2,515 | $902.6K | 0.17% | +2,515 | New |
| Whittier Trust Co | 2,460 | $903.3K | 0.01% | +115+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,526 | $906.5K | 0.05% | +39+1.6% | Added |
| Moss Adams Wealth Advisors LLC | 2,526 | $906.6K | 0.07% | −33−1.3% | Reduced |
| Skopos Labs, Inc. | 2,532 | $908.5K | 0.03% | +1,083+74.7% | Added |
| Ameritas Advisory Services, LLC | 2,549 | $914.7K | 0.04% | −10−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,549 | $914.8K | 0.04% | +1,343+111.4% | Added |
| PFG Investments, LLC | 2,575 | $924.2K | 0.04% | −593−18.7% | Reduced |
| Integrated Advisors Network LLC | 2,588 | $928.8K | 0.05% | −186−6.7% | Reduced |
| Massmutual Trust Co FSB | 2,621 | $940.6K | 0.03% | −137−5.0% | Reduced |
| Siemens Fonds Invest GmbH | 2,622 | $941.0K | 0.05% | +39+1.5% | Added |
| Mendel Money Management | 2,632 | $944.6K | 0.40% | +5+0.2% | Added |
| Umb Bank N A | 2,656 | $953.2K | 0.01% | −70−2.6% | Reduced |
| Verition Fund Management LLC | 2,664 | $956.1K | 0.01% | −11,527−81.2% | Reduced |
| Acropolis Investment Management, LLC | 2,681 | $962.3K | 0.04% | −77−2.8% | Reduced |
| Quantum Private Wealth, LLC | 2,690 | $965.4K | 0.30% | −83−3.0% | Reduced |
| Jump Financial, LLC | 2,718 | $975.4K | 0.01% | −1,304−32.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,738 | $982.6K | 0.05% | −41−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,754 | $988.4K | 0.04% | +2,754 | New |
| Choate Investment Advisors | 2,766 | $992.7K | 0.02% | +5+0.2% | Added |
| Beaton Management Co. Inc. | 2,768 | $993.0K | 0.44% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,780 | $998.0K | 0.02% | 00.0% | Unchanged |
| Burney Co | 2,784 | $999.1K | 0.03% | −624−18.3% | Reduced |
| V-Square Quantitative Management LLC | 2,786 | $999.8K | 0.11% | +2+0.1% | Added |
| First Foundation Advisors | 2,790 | $1.00M | 0.04% | −405−12.7% | Reduced |
| Capital Investment Advisors, LLC | 2,792 | $1.00M | 0.01% | −96−3.3% | Reduced |
| Monetta Financial Services Inc | 2,800 | $1.00M | 0.78% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,839 | $1.02M | 0.00% | +1,568+123.4% | Added |
| Prosperity Financial Group, Inc. | 2,840 | $1.02M | 0.38% | +2,840 | New |
| Wahed Invest LLC | 2,852 | $1.02M | 0.13% | −126−4.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,859 | $1.03M | 0.05% | +254+9.8% | Added |
| Rossmore Private Capital | 2,892 | $1.04M | 0.09% | −76−2.6% | Reduced |
| Financial Management Network Inc | 2,640 | $1.04M | 0.16% | +10.0% | Added |
| Finivi Inc. | 2,905 | $1.04M | 0.57% | +374+14.8% | Added |
| CLG LLC | 2,926 | $1.05M | 0.26% | −6−0.2% | Reduced |
| Perigon Wealth Management, LLC | 2,928 | $1.05M | 0.02% | −85−2.8% | Reduced |
| MONECO Advisors, LLC | 2,938 | $1.05M | 0.08% | +102+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.07M | 0.07% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 2,988 | $1.07M | 0.07% | −52−1.7% | Reduced |
| Alpha Wealth Funds, LLC | 3,083 | $1.07M | 0.76% | 00.0% | Unchanged |