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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 3,000 | $1.08M | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,035 | $1.09M | 0.01% | −946−23.8% | Reduced |
| Illinois Municipal Retirement Fund | 3,042 | $1.09M | 0.01% | +3,042 | New |
| Quantitative Investment Management, LLC | 3,056 | $1.10M | 0.11% | +3,056 | New |
| Dynamic Technology Lab Private Ltd | 3,072 | $1.10M | 0.18% | −1,054−25.5% | Reduced |
| Westwood Holdings Group Inc. | 3,081 | $1.11M | 0.01% | −404−11.6% | Reduced |
| Farther Finance Advisors, LLC | 3,002 | $1.11M | 0.01% | +135+4.7% | Added |
| Securian Asset Management, Inc | 3,094 | $1.11M | 0.04% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,108 | $1.12M | 0.03% | −14,614−82.5% | Reduced |
| MUFG Securities Americas Inc. | 3,109 | $1.12M | 0.07% | +84+2.8% | Added |
| Uncommon Cents Investing LLC | 3,110 | $1.12M | 0.26% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,125 | $1.12M | 0.22% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,179 | $1.14M | 0.02% | +144+4.7% | Added |
| Pictet & Cie (Europe) SA | 3,206 | $1.15M | 0.02% | +221+7.4% | Added |
| Fire Capital Management LLC | 3,239 | $1.16M | 0.54% | +255+8.5% | Added |
| Wedmont Private Capital | 2,981 | $1.16M | 0.04% | +9+0.3% | Added |
| Clearstead Advisors, LLC | 3,255 | $1.17M | 0.01% | +218+7.2% | Added |
| Convergence Investment Partners, LLC | 3,258 | $1.17M | 0.19% | −3,593−52.4% | Reduced |
| Wedbush Securities Inc | 3,289 | $1.18M | 0.03% | +139+4.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,303 | $1.19M | 0.12% | −2,802−45.9% | Reduced |
| Mindset Wealth Management, LLC | 3,303 | $1.19M | 0.32% | +3,303 | New |
| Strong Tower Advisory Services | 3,308 | $1.19M | 0.22% | +139+4.4% | Added |
| OmniStar Financial Group, Inc. | 3,311 | $1.19M | 0.62% | +3,311 | New |
| First Citizens Bank & Trust Co | 3,315 | $1.19M | 0.03% | +307+10.2% | Added |
| Adviser Investments LLC | 3,320 | $1.19M | 0.01% | +2+0.1% | Added |
| Private Trust Co NA | 3,327 | $1.19M | 0.11% | −129−3.7% | Reduced |
| Heritage Trust Co | 3,356 | $1.20M | 0.12% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,937 | $1.21M | 0.05% | −42−1.4% | Reduced |
| CAPROCK Group, Inc. | 3,386 | $1.22M | 0.03% | −2,526−42.7% | Reduced |
| Vise Technologies, Inc. | 3,127 | $1.22M | 0.02% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,396 | $1.22M | 0.00% | +3,396 | New |
| Private Wealth Asset Management, LLC | 3,422 | $1.23M | 0.13% | −10.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,445 | $1.24M | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,446 | $1.24M | 0.03% | +103+3.1% | Added |
| Strengthening Families & Communities, LLC | 3,456 | $1.24M | 0.31% | +3,456 | New |
| Snowden Capital Advisors LLC | 3,460 | $1.24M | 0.03% | +364+11.8% | Added |
| First Commonwealth Financial Corp | 3,464 | $1.24M | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,473 | $1.25M | 0.03% | −129−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,519 | $1.26M | 0.07% | +1,807+105.5% | Added |
| E. Ohman J:or Asset Management AB | 3,553 | $1.28M | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,556 | $1.28M | 0.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,563 | $1.28M | 0.01% | +403+12.8% | Added |
| Evoke Wealth, LLC | 3,571 | $1.28M | 0.02% | −425−10.6% | Reduced |
| QRG Capital Management, Inc. | 3,592 | $1.29M | 0.01% | +90+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,595 | $1.29M | 0.02% | +9+0.3% | Added |
| Atria Investments LLC | 3,599 | $1.29M | 0.01% | +141+4.1% | Added |
| Prospera Financial Services Inc | 3,613 | $1.30M | 0.02% | −8,071−69.1% | Reduced |
| MML Investors Services, LLC | 3,718 | $1.33M | 0.00% | −6,739−64.4% | Reduced |
| Apella Capital, LLC | 3,233 | $1.34M | 0.02% | +161+5.2% | Added |
| GAMMA Investing LLC | 3,747 | $1.34M | 0.06% | +3+0.1% | Added |
| Alps Advisors Inc | 3,753 | $1.35M | 0.01% | +986+35.6% | Added |
| HM Payson & Co | 3,758 | $1.35M | 0.02% | +2,000+113.8% | Added |
| Kentucky Retirement Systems | 11,449 | $1.35M | 0.10% | +4,345+61.2% | Added |
| HB Wealth Management, LLC | 3,772 | $1.35M | 0.01% | +230+6.5% | Added |
| North Dakota State Investment Board | 3,844 | $1.38M | 0.06% | −632−14.1% | Reduced |
| Y.D. More Investments Ltd | 3,877 | $1.39M | 0.05% | −49−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,895 | $1.40M | 0.02% | −320−7.6% | Reduced |
| Empirical Finance, LLC | 3,923 | $1.41M | 0.07% | −10−0.3% | Reduced |
| Spirepoint Private Client, LLC | 3,940 | $1.41M | 0.13% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,953 | $1.42M | 0.01% | −65−1.6% | Reduced |
| Connable Office Inc | 3,980 | $1.43M | 0.14% | +3+0.1% | Added |
| CWM, LLC | 4,005 | $1.44M | 0.00% | −171−4.1% | Reduced |
| Hager Investment Management Services, LLC | 4,030 | $1.45M | 0.79% | +475+13.4% | Added |
| Resources Investment Advisors, LLC. | 4,040 | $1.45M | 0.01% | −528−11.6% | Reduced |
| Centaurus Financial, Inc. | 4,041 | $1.45M | 0.07% | −45−1.1% | Reduced |
| RSM US Wealth Management LLC | 4,095 | $1.47M | 0.02% | −702−14.6% | Reduced |
| Wealthcare Advisory Partners LLC | 4,097 | $1.47M | 0.03% | +1,223+42.6% | Added |
| Journey Advisory Group, LLC | 4,105 | $1.47M | 0.13% | −1,350−24.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,107 | $1.47M | 0.66% | −14−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 4,118 | $1.48M | 0.04% | 00.0% | Unchanged |
| Saudi Central Bank | 4,150 | $1.49M | 0.03% | +4,150 | New |
| RMB Capital Management, LLC | 4,177 | $1.50M | 0.03% | +450+12.1% | Added |
| Tokio Marine Asset Management Co Ltd | 4,195 | $1.51M | 0.05% | +217+5.5% | Added |
| Metis Global Partners, LLC | 4,203 | $1.51M | 0.04% | −409−8.9% | Reduced |
| Koshinski Asset Management, Inc. | 4,205 | $1.51M | 0.09% | +13+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,266 | $1.53M | 0.00% | +4,266 | New |
| WESPAC Advisors SoCal, LLC | 4,266 | $1.53M | 0.33% | +679+18.9% | Added |
| Ostrum Asset Management | 4,279 | $1.54M | 0.09% | −359−7.7% | Reduced |
| Cookson Peirce & Co Inc | 4,279 | $1.54M | 0.07% | +4,279 | New |
| Agate Pass Investment Management, LLC | 4,280 | $1.54M | 0.60% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,406 | $1.55M | 0.04% | −1,540−31.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,358 | $1.56M | 0.12% | −40−0.9% | Reduced |
| HBK Sorce Advisory LLC | 3,486 | $1.58M | 0.03% | −233−6.3% | Reduced |
| Courier Capital LLC | 4,418 | $1.59M | 0.09% | −8−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,457 | $1.60M | 0.04% | +9+0.2% | Added |
| Bessemer Group Inc | 4,486 | $1.61M | 0.00% | −231−4.9% | Reduced |
| Pinnacle Associates Ltd | 4,519 | $1.62M | 0.02% | −128−2.8% | Reduced |
| Virtus Investment Advisers, Inc. | 4,520 | $1.62M | 0.45% | +4,520 | New |
| Elmwood Wealth Management, Inc. | 4,553 | $1.63M | 0.45% | −22−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 4,560 | $1.64M | 0.02% | +749+19.7% | Added |
| Clare Market Investments LLC | 4,586 | $1.65M | 0.34% | +4,586 | New |
| MUFG Securities EMEA plc | 4,603 | $1.65M | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,636 | $1.66M | 0.01% | +456+10.9% | Added |
| Mattson Financial Services, LLC | 4,700 | $1.69M | 0.40% | +935+24.8% | Added |
| Triangle Securities Wealth Management | 4,721 | $1.69M | 0.38% | −59−1.2% | Reduced |
| Caxton Associates LLP | 4,738 | $1.70M | 0.04% | +4,738 | New |
| MCF Advisors LLC | 4,744 | $1.70M | 0.07% | +1,503+46.4% | Added |
| Strategic Advisors LLC | 4,973 | $1.73M | 0.29% | −29−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 4,858 | $1.74M | 0.40% | −22−0.5% | Reduced |
| Allianz SE | 4,962 | $1.78M | 0.02% | 00.0% | Unchanged |