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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 45,844 | $16.5M | 1.90% | −603−1.3% | Reduced |
| Oppenheimer & Co Inc | 45,152 | $16.2M | 0.20% | −6,269−12.2% | Reduced |
| Janney Montgomery Scott LLC | 44,106 | $15.8M | 0.04% | −479−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 43,867 | $15.7M | 0.04% | +5,906+15.6% | Added |
| Grandfield & Dodd, LLC | 43,686 | $15.7M | 0.89% | −1,370−3.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 43,367 | $15.6M | 0.10% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 43,050 | $15.4M | 0.06% | +2,080+5.1% | Added |
| TIAA Wealth Investment Management LLC | 42,991 | $15.4M | 0.12% | +42,991 | New |
| Keybank National Association | 42,421 | $15.2M | 0.06% | +2,070+5.1% | Added |
| Creative Planning | 42,059 | $15.1M | 0.01% | +2,951+7.5% | Added |
| LMCG Investments, LLC | 41,915 | $15.0M | 0.90% | +385+0.9% | Added |
| CIBC Bancorp USA Inc. | 41,853 | $15.0M | 0.02% | +41,853 | New |
| Core Wealth Partners LLC | 41,789 | $15.0M | 6.97% | +62+0.1% | Added |
| Natixis | 41,390 | $14.9M | 0.06% | +7,313+21.5% | Added |
| Nissay Asset Management Corp | 41,240 | $14.8M | 0.08% | −101,552−71.1% | Reduced |
| Apollon Wealth Management, LLC | 40,671 | $14.6M | 0.24% | +12,779+45.8% | Added |
| Erste Asset Management GmbH | 41,345 | $14.5M | 0.13% | +34,658+518.3% | Added |
| Cetera Investment Advisers | 40,208 | $14.4M | 0.02% | +1,882+4.9% | Added |
| Ensign Peak Advisors, Inc | 39,774 | $14.3M | 0.03% | +7,271+22.4% | Added |
| Woodline Partners LP | 39,564 | $14.2M | 0.05% | +12,532+46.4% | Added |
| Isthmus Partners, LLC | 39,300 | $14.1M | 1.48% | −1,274−3.1% | Reduced |
| Ceredex Value Advisors LLC | 39,008 | $14.0M | 0.44% | −64,229−62.2% | Reduced |
| Nomura Asset Management International Inc. | 38,949 | $14.0M | 0.02% | +879+2.3% | Added |
| State of New Jersey Common Pension Fund D | 37,993 | $13.6M | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 37,799 | $13.6M | 0.06% | +36,759+3,534.5% | Added |
| DnB Asset Management AS | 37,399 | $13.4M | 0.05% | +3,454+10.2% | Added |
| Banque Pictet & Cie SA | 37,389 | $13.4M | 0.16% | +7,640+25.7% | Added |
| Captrust Financial Advisors | 37,285 | $13.4M | 0.02% | −858−2.2% | Reduced |
| American Century Companies Inc | 37,218 | $13.4M | 0.01% | −23,565−38.8% | Reduced |
| Broderick Brian C | 36,756 | $13.2M | 2.43% | +743+2.1% | Added |
| British Columbia Investment Management Corp | 36,657 | $13.2M | 0.08% | −4,422−10.8% | Reduced |
| Oak Associates, Ltd | 36,596 | $13.1M | 0.88% | +993+2.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 36,688 | $13.0M | 0.04% | +9,387+34.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 36,211 | $13.0M | 0.71% | +12,727+54.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,195 | $13.0M | 0.07% | +11,960+49.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 35,949 | $12.9M | 0.07% | −22,664−38.7% | Reduced |
| Tredje AP-fonden | 35,665 | $12.8M | 0.07% | +35,665 | New |
| Fifth Third Bancorp | 35,154 | $12.6M | 0.02% | +30,421+642.7% | Added |
| Advisor Group Holdings, Inc. | 34,963 | $12.6M | 0.02% | −3,901−10.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 35,096 | $12.5M | 0.06% | −20−0.1% | Reduced |
| Teacher Retirement System of Texas | 34,791 | $12.5M | 0.05% | −43,330−55.5% | Reduced |
| Albar Capital Partners LLP | 34,627 | $12.4M | 2.01% | +34,627 | New |
| GWM Advisors LLC | 34,470 | $12.4M | 0.04% | +4,696+15.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 34,169 | $12.3M | 0.12% | +1,730+5.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,659 | $12.1M | 0.08% | −511−1.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,501 | $12.0M | 0.18% | 00.0% | Unchanged |
| Talbot Financial, LLC | 33,292 | $11.9M | 1.00% | +723+2.2% | Added |
| Toronto Dominion Bank | 33,083 | $11.9M | 0.02% | −4,424−11.8% | Reduced |
| Advisors Asset Management, Inc. | 32,329 | $11.6M | 0.19% | +5,461+20.3% | Added |
| M. Kraus & Co | 31,595 | $11.3M | 3.31% | −557−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 30,917 | $11.1M | 0.04% | −246−0.8% | Reduced |
| Vinva Investment Management Ltd | 31,529 | $11.0M | 0.14% | −18,064−36.4% | Reduced |
| Czech National Bank | 30,600 | $11.0M | 0.07% | +995+3.4% | Added |
| Arizona State Retirement System | 30,556 | $11.0M | 0.06% | −323−1.0% | Reduced |
| Van Eck Associates Corp | 30,515 | $11.0M | 0.01% | +3,012+11.0% | Added |
| Cerity Partners LLC | 30,439 | $10.9M | 0.02% | −2,728−8.2% | Reduced |
| Foresight Group Ltd Liability Partnership | 30,373 | $10.9M | 1.93% | −2,456−7.5% | Reduced |
| J. Goldman & Co LP | 30,192 | $10.8M | 0.50% | +30,192 | New |
| Brown Advisory Inc | 29,877 | $10.7M | 0.02% | +125+0.4% | Added |
| State of Michigan Retirement System | 29,313 | $10.5M | 0.06% | −100−0.3% | Reduced |
| Abn Amro Investment Solutions | 29,181 | $10.5M | 0.14% | −4,098−12.3% | Reduced |
| D.A. Davidson & Co. | 29,054 | $10.4M | 0.06% | −1,355−4.5% | Reduced |
| Portland Global Advisors LLC | 28,523 | $10.2M | 1.09% | −88−0.3% | Reduced |
| Kestra Advisory Services, LLC | 28,153 | $10.1M | 0.04% | +869+3.2% | Added |
| Capitolis Liquid Global Markets LLC | 27,981 | $10.0M | 0.06% | +27,981 | New |
| Somerville Kurt F | 27,613 | $9.91M | 2.61% | −16,488−37.4% | Reduced |
| FIL Ltd | 27,373 | $9.82M | 0.01% | −55,347−66.9% | Reduced |
| Horizon Investments, LLC | 27,242 | $9.78M | 0.11% | +8,645+46.5% | Added |
| Scopus Asset Management, L.P. | 27,233 | $9.77M | 0.31% | −17,349−38.9% | Reduced |
| Jacobs & Co | 27,217 | $9.77M | 0.96% | −457−1.7% | Reduced |
| CIBC Asset Management Inc | 27,121 | $9.73M | 0.02% | −101−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,117 | $9.73M | 0.09% | −5,403−16.6% | Reduced |
| Two Sigma Investments, LP | 26,987 | $9.69M | 0.01% | +12,707+89.0% | Added |
| Westend Capital Management, LLC | 26,921 | $9.66M | 2.90% | +673+2.6% | Added |
| MetLife Investment Management | 26,678 | $9.57M | 0.05% | −691−2.5% | Reduced |
| Lighthouse Investment Partners, LLC | 26,323 | $9.45M | 0.35% | +12,780+94.4% | Added |
| Bartlett & Co. Wealth Management LLC | 23,573 | $9.44M | 0.12% | −4,547−16.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,173 | $9.39M | 0.05% | +57+0.2% | Added |
| Puzo Michael J | 26,085 | $9.36M | 2.73% | −782−2.9% | Reduced |
| Credit Agricole S A | 25,985 | $9.33M | 0.03% | −15,152−36.8% | Reduced |
| IFM Investors Pty Ltd | 25,981 | $9.32M | 0.08% | +1,045+4.2% | Added |
| Delaney Dennis R | 25,858 | $9.28M | 3.29% | +7,645+42.0% | Added |
| F/M Investments LLC | 25,821 | $9.27M | 0.62% | +25,821 | New |
| Prudential PLC | 25,633 | $9.20M | 0.07% | −10,557−29.2% | Reduced |
| Meeder Asset Management Inc | 25,620 | $9.19M | 0.53% | +24,330+1,886.0% | Added |
| NorthCrest Asset Manangement, LLC | 24,722 | $9.02M | 0.28% | −7,946−24.3% | Reduced |
| ASR Vermogensbeheer N.V. | 24,935 | $8.95M | 0.11% | +476+1.9% | Added |
| 1832 Asset Management L.P. | 24,465 | $8.78M | 0.01% | +24,465 | New |
| Drystone LLC | 24,459 | $8.78M | 7.91% | −37−0.2% | Reduced |
| Retirement Systems of Alabama | 23,859 | $8.56M | 0.03% | −24−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,410 | $8.48M | 0.08% | −667−3.0% | Reduced |
| Kidder Stephen W | 23,481 | $8.43M | 2.48% | −155−0.7% | Reduced |
| EFG International AG | 23,215 | $8.33M | 0.18% | −4,747−17.0% | Reduced |
| USS Investment Management Ltd | 22,812 | $8.18M | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 22,595 | $8.11M | 0.20% | +19,934+749.1% | Added |
| Assenagon Asset Management S.A. | 22,448 | $8.06M | 0.01% | −344,515−93.9% | Reduced |
| Papp L Roy & Associates | 22,376 | $8.03M | 0.93% | −92−0.4% | Reduced |
| Rockland Trust Co | 22,268 | $7.99M | 0.32% | −548−2.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 22,200 | $7.97M | 1.79% | +4,700+26.9% | Added |
| LGT Group Foundation | 22,171 | $7.96M | 0.10% | +1,017+4.8% | Added |