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 |
|---|---|---|---|---|---|
| KWMG, LLC | 22,017 | $7.90M | 0.66% | +398+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,184 | $7.83M | 0.02% | +11,557+33.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,781 | $7.82M | 0.15% | −4,342−16.6% | Reduced |
| Groupe la Francaise | 21,735 | $7.80M | 0.11% | +20,115+1,241.7% | Added |
| Federation des caisses Desjardins du Quebec | 21,694 | $7.79M | 0.03% | +1,498+7.4% | Added |
| L & S Advisors Inc | 21,677 | $7.78M | 0.98% | −1,950−8.3% | Reduced |
| Jones Financial Companies LLLP | 21,954 | $7.72M | 0.00% | +9,680+78.9% | Added |
| Iyo Bank, Ltd. | 21,350 | $7.66M | 2.73% | 00.0% | Unchanged |
| AIA Group Ltd | 21,229 | $7.62M | 0.11% | +931+4.6% | Added |
| Xponance, Inc. | 21,206 | $7.61M | 0.05% | +2,846+15.5% | Added |
| Amalgamated Bank | 21,007 | $7.54M | 0.06% | −389−1.8% | Reduced |
| Mercer Global Advisors Inc | 20,967 | $7.52M | 0.01% | +1,988+10.5% | Added |
| Ethic Inc. | 20,872 | $7.49M | 0.12% | +2,339+12.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,618 | $7.40M | 0.57% | −48−0.2% | Reduced |
| Tema ETFs LLC | 20,580 | $7.39M | 0.50% | −9,239−31.0% | Reduced |
| Atlantic Union Bankshares Corp | 20,579 | $7.39M | 0.14% | +6,186+43.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,562 | $7.38M | 0.35% | +730+3.7% | Added |
| ProShare Advisors LLC | 20,551 | $7.38M | 0.01% | −361−1.7% | Reduced |
| Telos Capital Management, Inc. | 20,529 | $7.37M | 0.71% | +524+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 20,331 | $7.30M | 0.00% | +2,300+12.8% | Added |
| Dorsey & Whitney Trust CO LLC | 20,286 | $7.28M | 0.40% | −4,188−17.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,918 | $7.15M | 0.08% | +428+2.2% | Added |
| Bank of Nova Scotia | 19,760 | $7.09M | 0.01% | +2,181+12.4% | Added |
| Nicholas Company, Inc. | 19,641 | $7.05M | 0.14% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 19,364 | $7.03M | 0.08% | −2,513−11.5% | Reduced |
| Pathstone Holdings, LLC | 19,161 | $6.88M | 0.03% | +45+0.2% | Added |
| Silvant Capital Management LLC | 19,014 | $6.82M | 0.24% | +700+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 18,755 | $6.73M | 0.03% | +4,340+30.1% | Added |
| Utah Retirement Systems | 18,398 | $6.60M | 0.07% | −234−1.3% | Reduced |
| Stephens Inc | 18,295 | $6.57M | 0.08% | −4,529−19.8% | Reduced |
| Public Sector Pension Investment Board | 18,115 | $6.50M | 0.02% | +3,544+24.3% | Added |
| Azimuth Capital Investment Management LLC | 18,075 | $6.49M | 0.24% | −357−1.9% | Reduced |
| M&G Plc | 18,014 | $6.47M | 0.03% | −160−0.9% | Reduced |
| MAI Capital Management | 17,954 | $6.44M | 0.04% | −1,117−5.9% | Reduced |
| ING Groep NV | 17,791 | $6.38M | 0.04% | +8,281+87.1% | Added |
| Sanctuary Advisors, LLC | 17,747 | $6.37M | 0.03% | +819+4.8% | Added |
| Hall Laurie J Trustee | 17,692 | $6.35M | 2.24% | +160+0.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,436 | $6.26M | 0.05% | +35+0.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $6.10M | 0.05% | +17,000 | New |
| Stratos Wealth Advisors, LLC | 16,789 | $6.03M | 0.37% | +944+6.0% | Added |
| First American Trust, FSB | 16,785 | $6.02M | 0.41% | −6,535−28.0% | Reduced |
| New York Life Investment Management LLC | 16,776 | $6.02M | 0.05% | +444+2.7% | Added |
| JustInvest LLC | 16,729 | $6.00M | 0.06% | −181−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,691 | $5.99M | 0.05% | +237+1.4% | Added |
| La Banque Postale Asset Management SA | 16,438 | $5.90M | 0.08% | −30,805−65.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,404 | $5.89M | 1.08% | −3,384−17.1% | Reduced |
| Squarepoint Ops LLC | 16,311 | $5.85M | 0.01% | −67,749−80.6% | Reduced |
| Rakuten Investment Management, Inc. | 16,679 | $5.81M | 0.01% | +1,902+12.9% | Added |
| Morningstar Investment Management LLC | 16,181 | $5.81M | 0.36% | +4,168+34.7% | Added |
| Robinhood Asset Management, LLC | 16,124 | $5.79M | 0.42% | +16,124 | New |
| McGuire Investment Group, LLC | 15,796 | $5.67M | 0.64% | −72−0.5% | Reduced |
| NEOS Investment Management LLC | 15,306 | $5.49M | 0.03% | −27,975−64.6% | Reduced |
| Notis-McConarty Edward | 15,300 | $5.49M | 2.73% | −190−1.2% | Reduced |
| Elo Mutual Pension Insurance Co | 15,066 | $5.41M | 0.09% | +15,066 | New |
| S-Bank Fund Management Ltd | 14,956 | $5.37M | 0.80% | +3,000+25.1% | Added |
| Elefante Mark B | 14,670 | $5.26M | 2.90% | +1,950+15.3% | Added |
| Ascent Wealth Partners, LLC | 14,626 | $5.25M | 0.61% | +763+5.5% | Added |
| Silvercrest Asset Management Group LLC | 14,595 | $5.24M | 0.04% | +12,464+584.9% | Added |
| Bill Few Associates, Inc. | 14,363 | $5.15M | 1.24% | +174+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,357 | $5.15M | 0.01% | +9,919+223.5% | Added |
| Pinnacle Financial Partners, Inc. | 14,319 | $5.14M | 0.04% | −285−2.0% | Reduced |
| Whitener Capital Management, Inc. | 14,308 | $5.13M | 1.17% | −562−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 14,246 | $5.11M | 0.14% | −743−5.0% | Reduced |
| Lansdowne Partners (UK) LLP | 14,057 | $5.04M | 0.27% | −17,020−54.8% | Reduced |
| Crossmark Global Holdings, Inc. | 13,978 | $5.02M | 0.07% | +73+0.5% | Added |
| Sequoia Financial Advisors, LLC | 13,939 | $5.00M | 0.03% | −70−0.5% | Reduced |
| Aventail Capital Group, LP | 13,899 | $4.99M | 0.24% | +13,899 | New |
| Trillium Asset Management, LLC | 13,782 | $4.87M | 0.16% | +11,161+425.8% | Added |
| Roberts Wealth Advisors, LLC | 13,537 | $4.86M | 1.23% | +587+4.5% | Added |
| Janus Henderson Group PLC | 13,509 | $4.85M | 0.00% | −22,302−62.3% | Reduced |
| Virtu Financial LLC | 13,422 | $4.82M | 0.20% | +2,276+20.4% | Added |
| Mackenzie Financial Corp | 13,305 | $4.77M | 0.01% | −136,593−91.1% | Reduced |
| Glenmede Trust Co NA | 13,302 | $4.77M | 0.02% | −170−1.3% | Reduced |
| Davy Global Fund Management Ltd | 13,300 | $4.77M | 0.36% | −1,700−11.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,265 | $4.76M | 0.31% | +75+0.6% | Added |
| Oddo BHF Asset Management SAS | 13,114 | $4.71M | 0.19% | +13,114 | New |
| Brevan Howard Capital Management LP | 13,049 | $4.68M | 0.05% | −339−2.5% | Reduced |
| CIBC World Markets Inc. | 12,978 | $4.66M | 0.01% | +354+2.8% | Added |
| Oregon Public Employees Retirement Fund | 12,866 | $4.62M | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,657 | $4.54M | 0.02% | +2,879+29.4% | Added |
| Virginia Retirement Systems Et Al | 12,360 | $4.44M | 0.03% | +12,360 | New |
| Kampmann Melissa S. | 12,314 | $4.42M | 3.55% | −54−0.4% | Reduced |
| Searle & Co. | 12,293 | $4.41M | 1.11% | 00.0% | Unchanged |
| M&T Bank Corp | 12,261 | $4.40M | 0.01% | −595−4.6% | Reduced |
| Fiduciary Trust Co | 12,044 | $4.32M | 0.05% | −23−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,987 | $4.30M | 0.01% | −1,519−11.2% | Reduced |
| Yousif Capital Management, LLC | 11,957 | $4.29M | 0.05% | −365−3.0% | Reduced |
| Mutual of America Capital Management LLC | 11,954 | $4.29M | 0.05% | −106−0.9% | Reduced |
| Everence Capital Management Inc | 11,678 | $4.19M | 0.26% | 00.0% | Unchanged |
| Omers Administration Corp | 11,674 | $4.19M | 0.03% | +2,504+27.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,621 | $4.17M | 0.84% | −19−0.2% | Reduced |
| Weatherly Asset Management L. P. | 11,570 | $4.15M | 0.34% | +10.0% | Added |
| Smithbridge Asset Management Inc | 11,523 | $4.14M | 0.61% | −11,635−50.2% | Reduced |
| Madison Asset Management, LLC | 11,499 | $4.13M | 0.05% | −9,978−46.5% | Reduced |
| Dempze Nancy E | 11,317 | $4.06M | 2.23% | −118−1.0% | Reduced |
| OP Asset Management Ltd | 11,298 | $4.05M | 0.04% | −1,112−9.0% | Reduced |
| State of Alaska, Department of Revenue | 11,190 | $4.01M | 0.04% | 00.0% | Unchanged |
| Rokos Capital Management LLP | 10,970 | $3.94M | 0.07% | +10,970 | New |
| KBC Group NV | 10,900 | $3.91M | 0.01% | +144+1.3% | Added |
| Allstate Corp | 10,725 | $3.85M | 0.04% | +2,436+29.4% | Added |