Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,422 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ1 2026: $34.4B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q4 2025.

Institutions holding ROK in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Seneschal Advisors, LLC42$15.1K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC41$14.8K0.00%00.0%Unchanged
Orion Capital Management LLC41$14.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC40$14.6K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC38$14.0K0.00%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust39$14.0K0.01%+39New
Paladin Advisory Group, LLC37$13.3K0.01%00.0%Unchanged
CNB Bank36$12.9K0.01%00.0%Unchanged
Vanguard National Trust Co36$12.9K0.00%+36New
Joseph Group Capital Management35$12.6K0.00%+5+16.7%Added
Salem Investment Counselors Inc34$12.2K0.00%+34New
Raffa Wealth Management, LLC31$11.1K0.00%00.0%Unchanged
Gen-Wealth Partners Inc30$10.8K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.29$10.4K0.05%+29New
Gunpowder Capital Management, LLC dba Oliver Wealth Management29$10.4K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd28$10.0K0.00%00.0%Unchanged
Westfuller Advisors, LLC28$9.93K0.00%−2−6.7%Reduced
Triumph Capital Management27$9.85K0.00%+10+58.8%Added
United Community Bank27$9.69K0.00%00.0%Unchanged
NorthAvenue LLC26$9.33K0.01%00.0%Unchanged
JPL Wealth Management, LLC25$8.97K0.00%+25New
Marquette Asset Management, LLC25$8.97K0.00%−13−34.2%Reduced
Bare Financial Services, Inc25$8.97K0.00%+4+19.0%Added
Dogwood Wealth Management LLC22$7.89K0.00%+5+29.4%Added
TD Capital Management LLC21$7.56K0.00%−65−75.6%Reduced
Chilton Capital Management LLC20$7.18K0.00%−2−9.1%Reduced
Boyd Watterson Asset Management LLC20$7.18K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$7.18K0.00%00.0%Unchanged
True Wealth Design, LLC20$7.18K0.00%+7+53.8%Added
YANKCOM Partnership20$7.18K0.00%+20New
Ogorek Anthony Joseph22$7.00K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd27$6.98K0.00%−618−95.8%Reduced
UMA Financial Services, Inc.19$6.82K0.00%−29−60.4%Reduced
Clear Street Markets LLC18$6.46K0.00%−147−89.1%Reduced
Axiom Investment Management LLC18$6.46K0.00%+18New
Whipplewood Advisors, LLC18$6.46K0.00%+18New
Ravenstone Capital Management Inc.18$6.46K0.00%+18New
Avion Wealth19$6.00K0.00%−1−5.0%Reduced
Strategic Wealth Advisors LLC17$6.00K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC16$5.74K0.01%−4−20.0%Reduced
Solstein Capital, LLC16$5.74K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.16$5.74K0.00%+16New
Abound Wealth Management15$5.39K0.00%00.0%Unchanged
JNBA Financial Advisors15$5.38K0.00%+15New
Dunhill Financial, LLC14$5.13K0.00%+3+27.3%Added
Cornerstone Financial Management LLC14$5.02K0.00%+2+16.7%Added
Capital Analysts, LLC13$5.00K0.00%−9−40.9%Reduced
Cornerstone Planning Group LLC12$4.80K0.00%−10−45.5%Reduced
Ares Financial Consulting, LLC13$4.80K0.00%00.0%Unchanged
Sittner & Nelson, LLC13$4.67K0.00%00.0%Unchanged
Essential Partners LLC13$4.67K0.00%−23−63.9%Reduced
Aspect Partners, LLC13$4.67K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$4.31K0.00%00.0%Unchanged
Creative Financial Designs Inc11$3.96K0.00%−10−47.6%Reduced
ZRC Wealth Management, LLC11$3.95K0.00%−9−45.0%Reduced
Altshuler Shaham Ltd11$3.95K0.00%+11New
Investors Research Corp11$3.95K0.00%+11New
Medallion Wealth Advisors, LLC10$3.76K0.00%00.0%Unchanged
Sawyer & Company, Inc10$3.59K0.00%00.0%Unchanged
Rialto Wealth Management, LLC10$3.59K0.00%+2+25.0%Added
Kilter Group LLC10$3.59K0.00%+2+25.0%Added
Caldwell Sutter Capital, Inc.9$3.23K0.00%00.0%Unchanged
Highline Wealth Partners LLC9$3.23K0.00%+3+50.0%Added
Synergy Investment Management, LLC9$3.23K0.00%+9New
Burk Holdings LLC9$3.23K0.00%+9New
Moisand Fitzgerald Tamayo, LLC8$2.87K0.00%00.0%Unchanged
PFS Partners, LLC8$2.87K0.00%00.0%Unchanged
Imprint Wealth LLC8$2.87K0.01%00.0%Unchanged
Hughes Financial Services, LLC8$2.87K0.00%+4+100.0%Added
Entrust Financial LLC7$2.51K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC7$2.51K0.00%−7−50.0%Reduced
Hollencrest Capital Management7$2.51K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.51K0.00%00.0%Unchanged
Bravera Wealth7$2.51K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.7$2.51K0.00%+7New
Wolff Wiese Magana LLC6$2.15K0.00%00.0%Unchanged
Private Wealth Management Group, LLC6$2.15K0.00%00.0%Unchanged
Fairman Group, LLC6$2.15K0.00%00.0%Unchanged
Heritage Wealth Advisors6$2.15K0.00%+6New
Greykasell Wealth Strategies, Inc.6$2.15K0.00%+6New
Coston, McIsaac & Partners6$2.00K0.00%00.0%Unchanged
Corsicana & Co.7$1.81K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC5$1.79K0.00%+5New
High Note Wealth, LLC5$1.79K0.00%00.0%Unchanged
Park Place Capital Corp5$1.79K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.79K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$1.79K0.00%+1+25.0%Added
Insight Financial Services5$1.79K0.00%+5New
TopTier Wealth Management, LLC5$1.79K0.00%+5New
Caitlin John, LLC4$1.53K0.00%00.0%Unchanged
Financial Life Planners4$1.45K0.00%+4New
WPG Advisers, LLC4$1.44K0.00%−2−33.3%Reduced
DecisionPoint Financial, LLC4$1.44K0.00%00.0%Unchanged
Advocate Investing Services LLC4$1.44K0.00%00.0%Unchanged
1015 Capital Partners, LLC4$1.44K0.00%00.0%Unchanged
Activest Wealth Management3$1.08K0.00%−8−72.7%Reduced
American Capital Advisory, LLC3$1.08K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.08K0.00%00.0%Unchanged
Hara Capital LLC3$1.08K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC3$1.08K0.00%+3New