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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 147,526 | $52.9M | 0.85% | +4,511+3.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,125 | $52.4M | 0.06% | +56,500+63.0% | Added |
| Acadian Asset Management LLC | 142,498 | $51.1M | 0.07% | −72,592−33.7% | Reduced |
| Rockefeller Capital Management L.P. | 137,862 | $49.5M | 0.09% | +69,874+102.8% | Added |
| Qube Research & Technologies Ltd | 132,118 | $47.4M | 0.07% | −39,055−22.8% | Reduced |
| Russell Investments Group, Ltd. | 130,424 | $46.4M | 0.05% | +16,606+14.6% | Added |
| IMC-Chicago, LLC | 126,717 | $45.5M | 0.69% | +115,044+985.6% | Added |
| Storebrand Asset Management AS | 122,536 | $44.0M | 0.13% | +26,883+28.1% | Added |
| CI Private Wealth, LLC | 122,004 | $43.7M | 0.06% | +31,236+34.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 120,685 | $43.3M | 0.13% | +26,696+28.4% | Added |
| Diversified Management Inc | 120,021 | $43.1M | 7.39% | −571−0.5% | Reduced |
| Standard Life Aberdeen plc | 117,685 | $42.2M | 0.07% | +1,373+1.2% | Added |
| Gamco Investors, Inc. Et Al | 113,606 | $40.8M | 0.40% | −58−0.1% | Reduced |
| Raiffeisen Bank International AG | 113,789 | $39.7M | 0.57% | +95,552+523.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,790 | $39.0M | 0.07% | −1,821−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,700 | $36.1M | 0.06% | +21,475+27.1% | Added |
| Sterling Capital Management LLC | 99,869 | $35.8M | 0.68% | −32,332−24.5% | Reduced |
| State Board of Administration of Florida Retirement System | 99,274 | $35.6M | 0.07% | −1,366−1.4% | Reduced |
| Gotham Asset Management, LLC | 99,213 | $35.6M | 0.11% | −15,950−13.8% | Reduced |
| Aviva PLC | 97,649 | $35.0M | 0.06% | +2,778+2.9% | Added |
| Korea Investment CORP | 96,809 | $34.7M | 0.07% | −18,461−16.0% | Reduced |
| Danske Bank A/S | 95,380 | $34.2M | 0.08% | +18,506+24.1% | Added |
| First Trust Advisors LP | 94,612 | $34.0M | 0.02% | +12,643+15.4% | Added |
| EP Wealth Advisors, LLC | 94,525 | $33.9M | 0.17% | −1,529−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,888 | $33.0M | 0.09% | −38,771−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 91,060 | $32.7M | 0.03% | +2,022+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,026 | $32.7M | 0.07% | −5,561−5.8% | Reduced |
| SG Americas Securities, LLC | 90,399 | $32.4M | 0.04% | −1,409−1.5% | Reduced |
| Renaissance Group LLC | 90,125 | $32.3M | 1.35% | −3,064−3.3% | Reduced |
| Hemenway Trust Co LLC | 89,879 | $32.3M | 2.60% | −2,359−2.6% | Reduced |
| Trexquant Investment LP | 88,721 | $31.8M | 0.23% | +88,721 | New |
| Gabelli Funds LLC | 87,390 | $31.4M | 0.21% | +110+0.1% | Added |
| Pictet Asset Management Holding SA | 86,840 | $31.2M | 0.03% | +1,960+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 85,745 | $30.8M | 0.08% | +24,382+39.7% | Added |
| New York State Teachers Retirement System | 85,434 | $30.7M | 0.06% | −3,086−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 85,349 | $30.6M | 0.04% | −652−0.8% | Reduced |
| Davis R M Inc | 83,675 | $30.0M | 0.53% | +143+0.2% | Added |
| The PNC Financial Services Group, Inc. | 82,851 | $29.7M | 0.02% | −642−0.8% | Reduced |
| Ninety One UK Ltd | 82,437 | $29.6M | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 82,349 | $29.6M | 0.16% | +82,349 | New |
| Truist Financial Corp | 79,553 | $28.5M | 0.04% | −16,730−17.4% | Reduced |
| Kames Capital plc | 79,522 | $28.5M | 0.38% | −94,265−54.2% | Reduced |
| AQR Capital Management LLC | 80,174 | $28.5M | 0.01% | +35,048+77.7% | Added |
| Baird Financial Group, Inc. | 79,195 | $28.4M | 0.04% | +33,729+74.2% | Added |
| Bank of Montreal | 76,530 | $27.5M | 0.01% | −29,030−27.5% | Reduced |
| National Bank of Canada | 76,464 | $27.4M | 0.03% | −1,365−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 75,667 | $27.2M | 0.21% | +19,476+34.7% | Added |
| STRS Ohio | 75,507 | $27.1M | 0.11% | −40.0% | Reduced |
| Capital Fund Management S.A. | 72,997 | $26.2M | 0.23% | +26,918+58.4% | Added |
| DJE Kapital AG | 73,091 | $26.1M | 0.58% | +73,091 | New |
| Philadelphia Trust Co | 72,496 | $26.0M | 1.84% | −448−0.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 71,891 | $25.8M | 0.26% | +1,585+2.3% | Added |
| US Bancorp | 71,817 | $25.8M | 0.03% | −832−1.1% | Reduced |
| Granite Investment Partners, LLC | 67,451 | $24.2M | 1.49% | +2,014+3.1% | Added |
| New York State Common Retirement Fund | 67,368 | $24.2M | 0.03% | −400−0.6% | Reduced |
| Howard Capital Management Group, LLC | 65,905 | $23.7M | 1.57% | +65,905 | New |
| Boston Family Office LLC | 64,894 | $23.3M | 1.55% | −7,090−9.8% | Reduced |
| State of Wisconsin Investment Board | 63,709 | $22.9M | 0.05% | +2,144+3.5% | Added |
| Parnassus Investments | 63,002 | $22.6M | 0.07% | −1,813−2.8% | Reduced |
| State of Tennessee, Treasury Department | 61,728 | $22.2M | 0.07% | +9,999+19.3% | Added |
| SEI Investments Co | 61,447 | $22.1M | 0.02% | −35,007−36.3% | Reduced |
| Royal London Asset Management Ltd | 59,182 | $21.2M | 0.04% | +7,673+14.9% | Added |
| Covea Finance | 58,609 | $21.0M | 0.74% | −3,100−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 58,025 | $20.8M | 0.86% | +1,431+2.5% | Added |
| Zurich Insurance Group Ltd | 57,920 | $20.8M | 0.16% | −52,490−47.5% | Reduced |
| Pinebridge Investments LLC | 57,910 | $20.8M | 0.18% | −14,278−19.8% | Reduced |
| Asset Management One Co.,Ltd. | 57,781 | $20.7M | 0.06% | −234−0.4% | Reduced |
| Andra AP-fonden | 56,723 | $20.4M | 0.25% | +6,863+13.8% | Added |
| Eventide Asset Management, LLC | 56,012 | $20.1M | 0.33% | +3,821+7.3% | Added |
| Osmosis Investment Management UK Ltd | 55,879 | $20.1M | 0.54% | −16,263−22.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 55,813 | $20.0M | 0.06% | −1,717−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 54,918 | $19.7M | 0.06% | +5,585+11.3% | Added |
| Jag Capital Management, LLC | 54,596 | $19.6M | 2.21% | +19,118+53.9% | Added |
| South State Corp. | 54,402 | $19.5M | 0.91% | +587+1.1% | Added |
| Heron Bay Capital Management | 54,172 | $19.4M | 1.79% | +17,603+48.1% | Added |
| Public Employees Retirement Association of Colorado | 53,371 | $19.2M | 0.08% | +42,500+390.9% | Added |
| Nomura Holdings Inc | 53,032 | $19.0M | 0.16% | +51,295+2,953.1% | Added |
| Mariner, LLC | 52,930 | $19.0M | 0.02% | −9,826−15.7% | Reduced |
| Swiss Life Asset Management Ltd | 52,735 | $18.9M | 0.09% | +13,270+33.6% | Added |
| Vanguard Investments Australia, Ltd. | 52,562 | $18.9M | 0.05% | +52,562 | New |
| Carnegie Capital Asset Management, LLC | 52,539 | $18.9M | 0.37% | −3,002−5.4% | Reduced |
| TD Asset Management Inc | 52,506 | $18.8M | 0.02% | +2,414+4.8% | Added |
| Baker Chad R | 52,010 | $18.7M | 3.52% | −200.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,976 | $18.7M | 0.23% | +7,013+15.6% | Added |
| Natixis Advisors, L.P. | 51,380 | $18.4M | 0.03% | −2,232−4.2% | Reduced |
| Panagora Asset Management Inc | 51,237 | $18.4M | 0.07% | −752−1.4% | Reduced |
| Arbejdsmarkedets Tillaegspension | 50,802 | $18.2M | 0.45% | +50,802 | New |
| Swedbank AB | 50,070 | $18.0M | 0.02% | −1,665−3.2% | Reduced |
| APG Asset Management N.V. | 57,460 | $17.9M | 0.06% | −80−0.1% | Reduced |
| Susquehanna International Group, LLP | 49,732 | $17.8M | 0.02% | +3,940+8.6% | Added |
| Tocqueville Asset Management L.P. | 49,279 | $17.7M | 0.26% | +1,345+2.8% | Added |
| North Star Asset Management Inc | 48,510 | $17.4M | 0.76% | −1,397−2.8% | Reduced |
| Treasurer of the State of North Carolina | 48,445 | $17.4M | 0.05% | +1,036+2.2% | Added |
| Peapack Gladstone Financial Corp | 48,258 | $17.3M | 0.22% | −117−0.2% | Reduced |
| Toroso Investments, LLC | 47,834 | $17.1M | 0.05% | +19,767+70.4% | Added |
| Commerce Bank | 47,503 | $17.0M | 0.08% | −216−0.5% | Reduced |
| Gradient Investments LLC | 47,192 | $16.9M | 0.26% | +9,099+23.9% | Added |
| Cabot Wealth Management Inc | 46,807 | $16.8M | 1.93% | −668−1.4% | Reduced |
| Colony Group, LLC | 46,060 | $16.6M | 0.02% | +10,611+29.9% | Added |
| Daiwa Securities Group Inc. | 46,198 | $16.6M | 0.05% | −409−0.9% | Reduced |