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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 798 | $286.6K | 0.01% | −50−5.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 798 | $286.4K | 0.01% | −663−45.4% | Reduced |
| Magnetar Financial LLC | 820 | $285.8K | 0.00% | −67−7.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 796 | $285.7K | 0.08% | +200+33.6% | Added |
| Strategic Financial Concepts, LLC | 796 | $285.6K | 0.07% | +3+0.4% | Added |
| Busey Wealth Management | 789 | $283.2K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 788 | $282.8K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 788 | $282.8K | 0.19% | +260+49.2% | Added |
| Hills Bank & Trust Co | 787 | $282.4K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 786 | $282.1K | 0.05% | −135−14.7% | Reduced |
| Graham Capital Management, L.P. | 785 | $281.7K | 0.01% | −6,400−89.1% | Reduced |
| M. Kulyk & Associates, LLC | 770 | $276.3K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 769 | $275.8K | 0.02% | +4+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 760 | $272.7K | 0.08% | −1,940−71.9% | Reduced |
| NBC Securities, Inc. | 758 | $272.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 757 | $271.7K | 0.00% | +90+13.5% | Added |
| ClearAlpha Technologies LP | 757 | $271.7K | 0.56% | +757 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 756 | $271.3K | 0.02% | +19+2.6% | Added |
| Maple Capital Management, Inc. | 753 | $270.2K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 750 | $269.2K | 0.01% | +3+0.4% | Added |
| Tobam | 749 | $269.0K | 0.07% | +749 | New |
| Wellspring Financial Advisors, LLC | 746 | $267.8K | 0.02% | +187+33.5% | Added |
| Krilogy Financial LLC | 664 | $267.5K | 0.01% | +37+5.9% | Added |
| Central Trust Co | 741 | $265.9K | 0.01% | +118+18.9% | Added |
| Soltis Investment Advisors LLC | 739 | $265.2K | 0.02% | −9−1.2% | Reduced |
| Evolve Private Wealth, LLC | 738 | $264.9K | 0.01% | +738 | New |
| Leavell Investment Management, Inc. | 731 | $262.5K | 0.01% | +3+0.4% | Added |
| True North Advisors, LLC | 729 | $261.5K | 0.03% | −17−2.3% | Reduced |
| Foguth Wealth Management, LLC. | 576 | $259.8K | 0.03% | −36−5.9% | Reduced |
| PCM Encore, LLC | 723 | $259.6K | 0.05% | +43+6.3% | Added |
| Ironwood Investment Counsel, LLC | 722 | $259.3K | 0.04% | +1+0.1% | Added |
| Pallas Capital Advisors LLC | 721 | $258.9K | 0.01% | −16−2.2% | Reduced |
| Colonial Trust Co | 719 | $258.0K | 0.04% | +2+0.3% | Added |
| Smithfield Trust Co | 721 | $258.0K | 0.01% | +189+35.5% | Added |
| Capstone Investment Advisors, LLC | 718 | $257.7K | 0.00% | −804−52.8% | Reduced |
| Citizens Financial Group Inc | 717 | $257.5K | 0.00% | −289−28.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 701 | $257.4K | 0.03% | −473−40.3% | Reduced |
| 71 West Capital Partners | 713 | $255.9K | 0.01% | +85+13.5% | Added |
| Kickstand Ventures, LLC. | 712 | $255.5K | 0.05% | −140−16.4% | Reduced |
| LexAurum Advisors, LLC | 710 | $254.8K | 0.03% | +710 | New |
| Center for Financial Planning, Inc. | 707 | $253.7K | 0.03% | −60−7.8% | Reduced |
| Bradley Foster & Sargent Inc | 706 | $253.4K | 0.00% | +38+5.7% | Added |
| Engineers Gate Manager LP | 706 | $253.4K | 0.00% | +706 | New |
| Sentinus, LLC | 703 | $252.4K | 0.02% | +1+0.1% | Added |
| Cumberland Partners Ltd | 701 | $251.6K | 0.02% | −95−11.9% | Reduced |
| Professional Financial Advisors, LLC | 700 | $251.2K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 699 | $250.9K | 0.03% | +43+6.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 699 | $250.7K | 0.11% | +2+0.3% | Added |
| Welch Capital Partners LLC | 696 | $250.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 695 | $249.4K | 0.02% | −16−2.3% | Reduced |
| Wilkerson Advisory Group LLC | 694 | $249.1K | 0.09% | −1,162−62.6% | Reduced |
| Great Diamond Partners, LLC | 694 | $249.1K | 0.05% | +142+25.7% | Added |
| Ruggaard & Associates LLC | 693 | $248.7K | 0.10% | +2+0.3% | Added |
| JFS Wealth Advisors, LLC | 690 | $247.6K | 0.01% | +2+0.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 688 | $246.9K | 0.02% | −5−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 684 | $245.3K | 0.02% | +1+0.1% | Added |
| Flagstone Financial Management | 681 | $244.4K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 680 | $243.9K | 0.13% | +4+0.6% | Added |
| Milestone Asset Management, LLC | 679 | $243.8K | 0.04% | +3+0.4% | Added |
| Carr Financial Group Corp | 679 | $243.8K | 0.06% | +1+0.1% | Added |
| HighPoint Advisor Group LLC | 678 | $243.5K | 0.01% | −3,432−83.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 667 | $239.5K | 0.00% | +4+0.6% | Added |
| Citizens & Northern Corp | 666 | $239.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 665 | $238.6K | 0.06% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $238.1K | 0.01% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 663 | $238.0K | 0.08% | −11−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 663 | $237.9K | 0.02% | +4+0.6% | Added |
| Journey Strategic Wealth LLC | 661 | $237.2K | 0.01% | −72−9.8% | Reduced |
| Aries Wealth Management | 660 | $236.9K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 659 | $236.6K | 0.00% | −753−53.3% | Reduced |
| Independent Advisor Alliance | 655 | $235.1K | 0.00% | −2−0.3% | Reduced |
| First Business Financial Services, Inc. | 655 | $235.1K | 0.02% | +7+1.1% | Added |
| Beacon Investment Advisory Services, Inc. | 653 | $234.3K | 0.01% | +23+3.7% | Added |
| Paladin Wealth, LLC | 651 | $233.6K | 0.16% | +651 | New |
| Alessandra Capital Management, LLC | 651 | $233.6K | 0.20% | +651 | New |
| Stenger Family Office, LLC | 645 | $231.5K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 640 | $229.7K | 0.02% | +520+433.3% | Added |
| Freestone Capital Holdings, LLC | 638 | $229.1K | 0.01% | +63+11.0% | Added |
| FourThought Financial Partners, LLC | 637 | $228.6K | 0.02% | −788−55.3% | Reduced |
| Penserra Capital Management LLC | 636 | $228.0K | 0.00% | +18+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 635 | $227.9K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 634 | $227.5K | 0.02% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 633 | $227.2K | 0.02% | +633 | New |
| NWF Advisory Services Inc. | 632 | $227.0K | 0.03% | +54+9.3% | Added |
| StoneX Group Inc. | 631 | $226.4K | 0.01% | +631 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 630 | $226.1K | 0.04% | +178+39.4% | Added |
| DGS Capital Management, LLC | 628 | $225.4K | 0.04% | +628 | New |
| Crawford Investment Counsel Inc | 627 | $225.0K | 0.00% | −21−3.2% | Reduced |
| Global Trust Wealth Management LLC | 625 | $224.3K | 0.17% | −50−7.4% | Reduced |
| Avidian Wealth Solutions, LLC | 625 | $224.1K | 0.01% | +625 | New |
| Tiemann Investment Advisors, LLC | 623 | $223.8K | 0.09% | −10−1.6% | Reduced |
| VSM Wealth Advisory, LLC | 623 | $223.7K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 621 | $222.9K | 0.01% | 00.0% | Unchanged |
| Gouws Capital LLC | 619 | $222.1K | 0.12% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 616 | $221.1K | 0.02% | −8−1.3% | Reduced |
| Victory Financial Group, LLC | 614 | $220.4K | 0.03% | −29−4.5% | Reduced |
| Fairview Capital Investment Management, LLC | 614 | $220.4K | 0.01% | +41+7.2% | Added |
| Palisade Capital Management LLC | 612 | $219.6K | 0.01% | +612 | New |
| Strategic Financial Services, Inc, | 610 | $218.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 610 | $218.9K | 0.00% | 00.0% | Unchanged |