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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 1,083 | $388.3K | 0.03% | −92−7.8% | Reduced |
| Founders Financial Alliance, LLC | 1,080 | $387.6K | 0.07% | +42+4.0% | Added |
| Ritholtz Wealth Management | 1,073 | $384.9K | 0.01% | +88+8.9% | Added |
| Verity Asset Management, Inc. | 1,071 | $384.4K | 0.16% | −89−7.7% | Reduced |
| Jacobi Capital Management LLC | 1,066 | $382.6K | 0.02% | +12+1.1% | Added |
| Groupama Asset Managment | 1,064 | $381.8K | 0.01% | −429−28.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $381.1K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,060 | $380.4K | 0.04% | +60+6.0% | Added |
| Union Bancaire Privee, UBP SA | 1,248 | $380.2K | 0.01% | +1,248 | New |
| Carnegie Lake Advisors LLC | 1,048 | $376.1K | 0.15% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,047 | $375.7K | 0.06% | +70+7.2% | Added |
| 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 |
| Cahill Financial Advisors Inc | 1,044 | $374.6K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,043 | $374.3K | 0.00% | +168+19.2% | Added |
| Hilltop Holdings Inc. | 1,043 | $374.3K | 0.03% | −1,112−51.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,016 | $370.9K | 0.08% | −4−0.4% | Reduced |
| MainStreet Investment Advisors LLC | 1,031 | $370.0K | 0.06% | −65−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,030 | $369.7K | 0.01% | −1,254−54.9% | Reduced |
| Parsons Capital Management Inc | 1,022 | $366.8K | 0.02% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,018 | $365.4K | 0.07% | +4+0.4% | Added |
| BKM Wealth Management, LLC | 1,018 | $365.3K | 0.13% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,016 | $364.6K | 0.00% | 00.0% | Unchanged |
| Kooman & Associates | 1,016 | $364.6K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,009 | $362.3K | 0.01% | −40−3.8% | Reduced |
| 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 |
| 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 |
| Kelly Financial Services LLC | 993 | $356.3K | 0.09% | −19−1.9% | Reduced |
| Eastern Bank | 990 | $355.3K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 986 | $353.9K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 981 | $352.2K | 0.02% | −220−18.3% | Reduced |
| Live Oak Private Wealth LLC | 981 | $352.1K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 978 | $351.1K | 0.03% | −175−15.2% | Reduced |
| Tradewinds, LLC. | 861 | $351.0K | 0.11% | 00.0% | Unchanged |
| FMB Wealth Management | 974 | $349.5K | 0.14% | −29−2.9% | Reduced |
| International Assets Investment Management, LLC | 933 | $344.2K | 0.02% | −196−17.4% | Reduced |
| Fragasso Group Inc. | 932 | $342.3K | 0.02% | +19+2.1% | Added |
| WealthPLAN Partners, LLC | 953 | $342.0K | 0.07% | +19+2.0% | Added |
| KTF Investments, LLC | 950 | $340.9K | 0.06% | −50−5.0% | Reduced |
| Optimize Financial Inc | 950 | $340.9K | 0.17% | +5+0.5% | Added |
| GTS Securities LLC | 948 | $340.2K | 0.01% | −395−29.4% | Reduced |
| Dara Capital US, Inc. | 945 | $339.1K | 0.32% | +24+2.6% | Added |
| Ieq Capital, LLC | 942 | $337.9K | 0.00% | −9,277−90.8% | Reduced |
| PDS Planning, Inc | 937 | $336.3K | 0.02% | +61+7.0% | Added |
| Impact Capital Partners LLC | 934 | $335.2K | 0.10% | +11+1.2% | Added |
| Foster Group, Inc. | 931 | $334.1K | 0.01% | +28+3.1% | Added |
| Straight Path Wealth Management | 931 | $334.1K | 0.09% | +931 | New |
| Ethos Financial Group, LLC | 930 | $333.8K | 0.02% | +339+57.4% | Added |
| Essex Financial Services, Inc. | 925 | $332.1K | 0.02% | +179+24.0% | Added |
| Chelsea Counsel Co | 922 | $330.9K | 0.15% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $329.5K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 918 | $329.3K | 0.04% | +50+5.8% | Added |
| Caldwell Trust Co | 917 | $329.1K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 916 | $329.0K | 0.05% | +1+0.1% | Added |
| Smart Money Group LLC | 916 | $328.7K | 0.10% | +3+0.3% | Added |
| Biltmore Family Office, LLC | 910 | $326.6K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 906 | $325.1K | 0.03% | +409+82.3% | Added |
| Balboa Wealth Partners | 901 | $323.3K | 0.05% | +901 | New |
| Monetary Management Group Inc | 900 | $323.0K | 0.08% | +400+80.0% | Added |
| Phillips Wealth Planners LLC | 707 | $322.9K | 0.24% | −23−3.2% | Reduced |
| Private Management Group Inc | 891 | $319.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 888 | $318.7K | 0.03% | −14−1.6% | Reduced |
| 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 |
| Cary Street Partners Financial LLC | 881 | $316.2K | 0.01% | +52+6.3% | Added |
| South Shore Capital Advisors | 879 | $315.5K | 0.23% | +29+3.4% | Added |
| Christine Messmer PC | 879 | $315.3K | 0.20% | +4+0.5% | Added |
| Integrated Investment Consultants, LLC | 878 | $315.1K | 0.07% | −1,182−57.4% | Reduced |
| Rubicon Advisors, GP | 877 | $314.7K | 0.27% | −2,312−72.5% | Reduced |
| 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 |
| Level Four Advisory Services, LLC | 874 | $313.7K | 0.01% | +6+0.7% | Added |
| Per Stirling Capital Management, LLC. | 870 | $312.2K | 0.03% | +2+0.2% | Added |
| Key Financial Inc | 866 | $310.8K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 866 | $310.7K | 0.02% | −34−3.8% | Reduced |
| McAdam, LLC | 865 | $310.4K | 0.01% | +865 | New |
| Bokf, NA | 863 | $309.7K | 0.00% | −136−13.6% | Reduced |
| ERn Financial, LLC | 861 | $308.8K | 0.06% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 860 | $308.6K | 0.09% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 853 | $306.1K | 0.02% | −874−50.6% | Reduced |
| Professional Advisory Services Inc | 850 | $305.0K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 847 | $304.0K | 0.02% | +847 | New |
| CX Institutional | 835 | $300.0K | 0.01% | +5+0.6% | Added |
| Commerzbank Aktiengesellschaft | 831 | $298.0K | 0.01% | −7,000−89.4% | Reduced |
| Plancorp, LLC | 751 | $297.5K | 0.01% | +3+0.4% | Added |
| Coastal Bridge Advisors, LLC | 827 | $296.7K | 0.02% | +154+22.9% | Added |
| SevenBridge Financial Group, LLC | 725 | $295.1K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 820 | $294.2K | 0.17% | +102+14.2% | Added |
| West Michigan Advisors, LLC | 818 | $293.6K | 0.06% | −159−16.3% | Reduced |
| Affinity Investment Advisors, LLC | 817 | $293.2K | 0.18% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 814 | $292.1K | 0.04% | +814 | New |
| Pensionmark Financial Group, LLC | 813 | $291.8K | 0.00% | −268−24.8% | Reduced |
| First Community Trust NA | 805 | $288.9K | 0.21% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 805 | $288.9K | 0.10% | +805 | New |
| 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 |
| Montecito Bank & Trust | 802 | $287.8K | 0.05% | +139+21.0% | Added |
| Oasis Advisors, LLC | 800 | $287.1K | 0.06% | +800 | New |