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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 609 | $218.6K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 545 | $218.3K | 0.04% | −66−10.8% | Reduced |
| KCM Investment Advisors LLC | 608 | $218.1K | 0.01% | +91+17.6% | Added |
| Pring Turner Capital Group Inc | 560 | $217.9K | 0.13% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 607 | $217.8K | 0.03% | +68+12.6% | Added |
| L2 Asset Management, LLC | 607 | $217.8K | 0.02% | +41+7.2% | Added |
| Accel Wealth Management | 605 | $217.2K | 0.06% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 605 | $217.1K | 0.05% | +5+0.8% | Added |
| Fiduciary Wealth Partners, LLC | 600 | $215.3K | 0.14% | −70−10.4% | Reduced |
| Greenwood Gearhart Inc | 600 | $215.3K | 0.01% | 00.0% | Unchanged |
| South Street Advisors LLC | 600 | $215.3K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 300 | $215.3K | 0.05% | −300−50.0% | Reduced |
| Burling Wealth Partners, LLC | 600 | $215.3K | 0.03% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 598 | $214.6K | 0.12% | +543+987.3% | Added |
| Bridgewater Advisors Inc. | 471 | $214.3K | 0.01% | +471 | New |
| Retirement Investment Advisors, Inc. | 548 | $213.2K | 0.02% | 00.0% | Unchanged |
| Falcon Wealth Planning | 594 | $213.0K | 0.01% | +3+0.5% | Added |
| PVG Asset Management Corp | 458 | $212.3K | 0.13% | +458 | New |
| Purewater Capital LLC | 591 | $212.1K | 0.20% | +591 | New |
| Hanson & Doremus Investment Management | 590 | $212.0K | 0.02% | −12−2.0% | Reduced |
| Avanza Fonder AB | 590 | $211.7K | 0.01% | +427+262.0% | Added |
| Simmons Bank | 588 | $211.0K | 0.01% | −20−3.3% | Reduced |
| Gryphon Financial Partners LLC | 585 | $209.9K | 0.02% | +585 | New |
| Ticino Wealth | 574 | $209.5K | 0.07% | −81−12.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 583 | $209.2K | 0.03% | −149−20.4% | Reduced |
| Cornerstone Wealth Management, LLC | 583 | $209.1K | 0.01% | +16+2.8% | Added |
| Fidelis Capital Partners, LLC | 582 | $208.9K | 0.01% | +10+1.7% | Added |
| United Asset Strategies, Inc. | 580 | $208.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 579 | $207.8K | 0.05% | +15+2.7% | Added |
| Larson Financial Group LLC | 577 | $207.1K | 0.01% | −9−1.5% | Reduced |
| LS Investment Advisors, LLC | 575 | $206.4K | 0.03% | −50−8.0% | Reduced |
| Cidel Asset Management Inc | 574 | $206.0K | 0.01% | +25+4.6% | Added |
| Octavia Wealth Advisors, LLC | 574 | $206.0K | 0.02% | +1+0.2% | Added |
| Northwest Bancshares, Inc. | 573 | $205.6K | 0.04% | 00.0% | Unchanged |
| RB Capital Management, LLC | 571 | $204.9K | 0.04% | +2+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 556 | $204.2K | 0.00% | +10+1.8% | Added |
| Simplify Asset Management Inc. | 568 | $203.8K | 0.00% | −20−3.4% | Reduced |
| Crescent Grove Advisors, LLC | 568 | $203.8K | 0.02% | −642−53.1% | Reduced |
| Alpha Zero LLC | 567 | $203.5K | 0.10% | +567 | New |
| Merrion Investment Management Co, LLC | 566 | $203.1K | 0.11% | 00.0% | Unchanged |
| New Republic Capital, LLC | 566 | $202.9K | 0.07% | +566 | New |
| Accurate Wealth Management, LLC | 512 | $202.8K | 0.02% | −7−1.3% | Reduced |
| Parkside Financial Bank & Trust | 565 | $202.8K | 0.02% | +6+1.1% | Added |
| Brown Miller Wealth Management, LLC | 565 | $202.8K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 564 | $202.4K | 0.04% | +357+172.5% | Added |
| First Command Advisory Services, Inc. | 562 | $201.7K | 0.00% | +6+1.1% | Added |
| CWA Asset Management Group, LLC | 561 | $201.3K | 0.01% | −6,798−92.4% | Reduced |
| Fagan Associates, Inc. | 561 | $201.3K | 0.03% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 560 | $201.0K | 0.00% | +560 | New |
| Traynor Capital Management, Inc. | 577 | $200.9K | 0.01% | +577 | New |
| Gerber Kawasaki Wealth & Investment Management | 559 | $200.7K | 0.01% | +1+0.2% | Added |
| Bryn Mawr Trust Co | 556 | $199.5K | 0.00% | +194+53.6% | Added |
| Chung Wu Investment Group, LLC | 530 | $190.2K | 0.16% | −1,185−69.1% | Reduced |
| City State Bank | 530 | $190.2K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 523 | $187.7K | 0.01% | −30−5.4% | Reduced |
| City Holding Co | 520 | $186.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 509 | $182.7K | 0.01% | −4−0.8% | Reduced |
| Tompkins Financial Corp | 481 | $172.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 474 | $170.1K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 462 | $165.8K | 0.02% | +462 | New |
| TFC Financial Management | 459 | $164.7K | 0.02% | −40−8.0% | Reduced |
| NBT Bank N A | 442 | $158.6K | 0.01% | −88−16.6% | Reduced |
| SBI Securities Co., Ltd. | 423 | $151.8K | 0.00% | +18+4.4% | Added |
| Coastline Trust Co | 414 | $148.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 406 | $145.7K | 0.06% | −24−5.6% | Reduced |
| Rothschild Investment LLC | 402 | $144.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $143.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $143.6K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 399 | $143.0K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 392 | $140.7K | 0.08% | +392 | New |
| Trust Co of Toledo NA | 380 | $136.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 374 | $134.3K | 0.01% | +2+0.5% | Added |
| Crews Bank & Trust | 374 | $134.2K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 353 | $126.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 346 | $124.2K | 0.01% | +86+33.1% | Added |
| St Germain D J Co Inc | 341 | $122.4K | 0.00% | +79+30.2% | Added |
| HHM Wealth Advisors, LLC | 340 | $122.0K | 0.01% | +340 | New |
| Cromwell Holdings LLC | 331 | $118.8K | 0.07% | +3+0.9% | Added |
| Murphy & Mullick Capital Management Corp | 326 | $117.0K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 309 | $113.9K | 0.07% | −22−6.6% | Reduced |
| Nemes Rush Group LLC | 311 | $111.5K | 0.01% | −9−2.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 307 | $110.2K | 0.03% | +111+56.6% | Added |
| Oakworth Capital, Inc. | 304 | $109.1K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $108.0K | 0.00% | +300 | New |
| Fideuram Asset Management (Ireland) dac | 262 | $107.6K | 0.01% | −1,465−84.8% | Reduced |
| Addison Advisors LLC | 299 | $107.3K | 0.02% | +276+1,200.0% | Added |
| Keating Financial Advisory Services, Inc. | 297 | $106.6K | 0.02% | +9+3.1% | Added |
| 1620 Investment Advisors, Inc. | 287 | $103.0K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 286 | $102.6K | 0.01% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 279 | $100.1K | 0.02% | −17−5.7% | Reduced |
| Bayforest Capital Ltd | 274 | $98.3K | 0.11% | −470−63.2% | Reduced |
| Basecamp Wealth Advisors LLC | 262 | $94.0K | 0.02% | +10+4.0% | Added |
| Johnson Financial Group, Inc. | 255 | $91.5K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 254 | $91.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $90.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $89.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $89.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 242 | $86.8K | 0.01% | −242−50.0% | Reduced |
| Bullseye Investment Management, LLC | 242 | $86.8K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 241 | $86.5K | 0.02% | +41+20.5% | Added |