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 |
|---|---|---|---|---|---|
| Maj Invest Holding A/S | 240 | $86.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 236 | $84.7K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 226 | $81.1K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 225 | $80.7K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 218 | $78.0K | 0.00% | +79+56.8% | Added |
| Quent Capital, LLC | 213 | $76.5K | 0.01% | −5−2.3% | Reduced |
| Princeton Global Asset Management LLC | 206 | $73.9K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 200 | $71.8K | 0.03% | +17+9.3% | Added |
| Root Financial Partners, LLC | 199 | $71.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 192 | $68.9K | 0.01% | −15−7.2% | Reduced |
| Aventura Private Wealth, LLC | 190 | $68.2K | 0.02% | +4+2.2% | Added |
| Manning & Napier Advisors LLC | 185 | $66.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 184 | $66.0K | 0.02% | +82+80.4% | Added |
| Roble, Belko & Company, Inc | 175 | $63.0K | 0.01% | −48−21.5% | Reduced |
| Asset Planning,Inc | 173 | $62.1K | 0.04% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 169 | $60.7K | 0.04% | +169 | New |
| Oslo Pensjonsforsikring AS | 169 | $60.6K | 0.01% | +169 | New |
| Spire Wealth Management | 168 | $60.5K | 0.00% | −11,157−98.5% | Reduced |
| Wall Street Access Asset Management, LLC | 178 | $59.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 151 | $55.8K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 154 | $55.3K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 150 | $53.8K | 0.02% | −300−66.7% | Reduced |
| Rakuten Securities, Inc. | 149 | $53.5K | 0.02% | +104+231.1% | Added |
| Bay Harbor Wealth Management, LLC | 146 | $52.6K | 0.01% | +134+1,116.7% | Added |
| Rogco, LP | 139 | $49.9K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 138 | $49.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 135 | $48.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 134 | $48.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 130 | $46.7K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 130 | $46.7K | 0.00% | +130 | New |
| Strategic Investment Solutions, Inc. | 129 | $46.3K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $44.9K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $44.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 124 | $44.5K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 133 | $44.2K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 123 | $44.0K | 0.02% | +1+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $43.1K | 0.01% | −45−27.3% | Reduced |
| Bayban | 120 | $43.1K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 120 | $43.1K | 0.01% | +120 | New |
| Golden State Equity Partners | 120 | $43.1K | 0.00% | +120 | New |
| Covestor Ltd | 114 | $41.0K | 0.03% | −1,468−92.8% | Reduced |
| Owl Creek Wealth Partners LLC | 114 | $40.9K | 0.01% | +114 | New |
| Sachetta, LLC | 113 | $40.7K | 0.02% | 00.0% | Unchanged |
| Motco | 112 | $40.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $40.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 102 | $36.6K | 0.02% | −1−1.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $35.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $35.9K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $35.9K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $34.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $33.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 92 | $33.0K | 0.00% | +13+16.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 92 | $33.0K | 0.01% | +92 | New |
| Community Bank, N.A. | 90 | $32.3K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 86 | $30.8K | 0.00% | +86 | New |
| First Horizon Corp | 85 | $30.5K | 0.00% | +3+3.7% | Added |
| Prestige Wealth Management Group LLC | 84 | $30.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $29.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $29.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $28.4K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 76 | $27.4K | 0.01% | −30−28.3% | Reduced |
| West Branch Capital LLC | 75 | $26.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $26.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $25.8K | 0.00% | −1−1.4% | Reduced |
| Fortitude Family Office, LLC | 71 | $25.5K | 0.01% | −17−19.3% | Reduced |
| Essex Investment Management Co LLC | 70 | $25.1K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $23.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $23.3K | 0.00% | +2+3.2% | Added |
| Hilltop National Bank | 65 | $23.3K | 0.01% | +65 | New |
| WealthCollab, LLC | 64 | $23.0K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $23.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $23.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $22.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $22.5K | 0.00% | +7+12.7% | Added |
| Rosenberg Matthew Hamilton | 62 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $21.9K | 0.00% | +22+56.4% | Added |
| Sound Income Strategies, LLC | 58 | $21.4K | 0.00% | +24+70.6% | Added |
| Rossby Financial, LCC | 58 | $21.4K | 0.00% | +22+61.1% | Added |
| Albion Financial Group | 57 | $20.5K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 54 | $19.4K | 0.00% | +54 | New |
| Indiana Trust & Investment Management CO | 53 | $19.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $18.5K | 0.01% | +50 | New |
| Pittenger & Anderson Inc | 51 | $18.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $18.0K | 0.00% | −50−50.0% | Reduced |
| GW&K Investment Management, LLC | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $17.9K | 0.00% | −2,570−98.1% | Reduced |
| Birchbrook, Inc. | 50 | $17.9K | 0.01% | −30−37.5% | Reduced |
| Mascoma Wealth Management LLC | 50 | $17.9K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $17.9K | 0.00% | +50 | New |
| Arlington Trust Co LLC | 48 | $17.2K | 0.00% | +41+585.7% | Added |
| Richardson Financial Services Inc. | 48 | $17.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $16.9K | 0.00% | +23+95.8% | Added |
| SHP Wealth Management | 46 | $16.5K | 0.00% | +20+76.9% | Added |
| Financial Management Professionals, Inc. | 46 | $16.5K | 0.00% | −1−2.1% | Reduced |
| Archer Investment Corp | 45 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 45 | $16.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $15.8K | 0.01% | +16+57.1% | Added |
| United Financial Planning Group LLC | 43 | $15.4K | 0.01% | +14+48.3% | Added |