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 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 10,600 | $3.80M | 0.22% | +10,600 | New |
| Alerus Financial NA | 10,597 | $3.80M | 0.19% | −4,131−28.0% | Reduced |
| First Pacific Financial | 10,560 | $3.79M | 0.49% | −215−2.0% | Reduced |
| Vontobel Holding Ltd. | 10,489 | $3.76M | 0.01% | −62−0.6% | Reduced |
| Patton Fund Management, Inc. | 10,476 | $3.76M | 0.64% | +9,910+1,750.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,444 | $3.75M | 0.01% | −382−3.5% | Reduced |
| Baldwin Investment Management, LLC | 10,377 | $3.72M | 0.44% | −50.0% | Reduced |
| Charter Trust Co | 10,284 | $3.69M | 0.22% | +99+1.0% | Added |
| Integrated Wealth Concepts LLC | 10,182 | $3.65M | 0.03% | +3,470+51.7% | Added |
| Group One Trading, L.P. | 10,104 | $3.63M | 0.12% | +5,416+115.5% | Added |
| McDonald Partners LLC | 10,000 | $3.59M | 0.85% | +10,000 | New |
| Empowered Funds, LLC | 9,984 | $3.58M | 0.02% | +9,984 | New |
| Macquarie Group Ltd | 9,819 | $3.52M | 0.02% | −1,382−12.3% | Reduced |
| LGT Fund Management Co Ltd. | 9,720 | $3.49M | 0.15% | +9,720 | New |
| Brinker Capital Investments, LLC | 9,545 | $3.43M | 0.03% | −4,223−30.7% | Reduced |
| Wealthfront Advisers LLC | 9,339 | $3.35M | 0.01% | +54+0.6% | Added |
| Jain Global LLC | 9,320 | $3.34M | 0.04% | +8,499+1,035.2% | Added |
| Private Advisor Group, LLC | 9,188 | $3.30M | 0.02% | −642−6.5% | Reduced |
| Westport Asset Management Inc | 9,000 | $3.23M | 1.43% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,897 | $3.19M | 0.05% | +8,897 | New |
| Front Row Advisors LLC | 8,871 | $3.18M | 1.08% | +111+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.17M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,832 | $3.17M | 0.04% | +319+3.7% | Added |
| Intech Investment Management LLC | 8,811 | $3.16M | 0.03% | +3,413+63.2% | Added |
| Gulf International Bank (UK) Ltd | 8,661 | $3.11M | 0.07% | +3,115+56.2% | Added |
| Guyasuta Investment Advisors Inc | 8,623 | $3.09M | 0.18% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 8,533 | $3.06M | 1.15% | −557−6.1% | Reduced |
| Greenleaf Trust | 8,530 | $3.06M | 0.03% | −216−2.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,452 | $3.03M | 0.12% | +3,409+67.6% | Added |
| J. Safra Sarasin Holding AG | 8,434 | $3.02M | 0.05% | +5,144+156.4% | Added |
| TD Waterhouse Canada Inc. | 8,165 | $3.02M | 0.01% | −146−1.8% | Reduced |
| Fayez Sarofim & Co | 8,338 | $2.99M | 0.01% | −60−0.7% | Reduced |
| Simplex Trading, LLC | 8,320 | $2.99M | 0.09% | +174+2.1% | Added |
| Eukles Asset Management | 8,279 | $2.97M | 1.32% | −1,317−13.7% | Reduced |
| Farringdon Capital, Ltd. | 8,237 | $2.96M | 0.65% | +4,125+100.3% | Added |
| VCI Wealth Management LLC | 8,150 | $2.92M | 0.81% | −314−3.7% | Reduced |
| Cresset Asset Management, LLC | 8,092 | $2.90M | 0.01% | −1,626−16.7% | Reduced |
| Investment Management Corp of Ontario | 8,050 | $2.89M | 0.04% | −264−3.2% | Reduced |
| Polymer Capital Management (US) LLC | 8,000 | $2.87M | 0.43% | +713+9.8% | Added |
| Lido Advisors, LLC | 7,992 | $2.87M | 0.01% | −1,185−12.9% | Reduced |
| SIH Partners, LLLP | 7,889 | $2.83M | 0.09% | +7,889 | New |
| Zacks Investment Management | 7,876 | $2.83M | 0.02% | +2,248+39.9% | Added |
| Venture Visionary Partners LLC | 7,795 | $2.80M | 0.09% | +133+1.7% | Added |
| Vident Advisory, LLC | 7,750 | $2.78M | 0.02% | +1,347+21.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 7,684 | $2.76M | 1.52% | +483+6.7% | Added |
| Smith Group Asset Management, LLC | 7,644 | $2.74M | 0.14% | −134−1.7% | Reduced |
| Pacer Advisors, Inc. | 7,492 | $2.69M | 0.01% | −3,200−29.9% | Reduced |
| Summit Trail Advisors, LLC | 7,487 | $2.69M | 0.04% | +3,284+78.1% | Added |
| Slow Capital, Inc. | 7,388 | $2.65M | 0.34% | +2,416+48.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 7,320 | $2.63M | 0.05% | +640+9.6% | Added |
| Rafferty Asset Management, LLC | 7,317 | $2.63M | 0.01% | −2,684−26.8% | Reduced |
| Regents Gate Capital LLP | 7,314 | $2.62M | 0.56% | +7,314 | New |
| Norinchukin Bank, The | 7,301 | $2.62M | 0.03% | +27+0.4% | Added |
| Edgestream Partners, L.P. | 7,246 | $2.60M | 0.09% | +5,897+437.1% | Added |
| Main Management ETF Advisors, LLC | 7,127 | $2.56M | 0.10% | +7,127 | New |
| Ascent Group, LLC | 7,100 | $2.55M | 0.09% | +802+12.7% | Added |
| Sciencast Management LP | 7,086 | $2.54M | 0.32% | +7,086 | New |
| BNP Paribas | 7,452 | $2.52M | 0.08% | −688−8.5% | Reduced |
| Neo Ivy Capital Management | 6,984 | $2.51M | 0.66% | +6,984 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,968 | $2.50M | 0.01% | +1,002+16.8% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $2.49M | 0.25% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,951 | $2.49M | 0.18% | +6,951 | New |
| Stratos Wealth Partners, LTD. | 6,921 | $2.48M | 0.03% | −542−7.3% | Reduced |
| Benedict Financial Advisors Inc | 6,873 | $2.47M | 0.51% | −56−0.8% | Reduced |
| Northcape Wealth Management, LLC | 6,831 | $2.45M | 0.67% | −832−10.9% | Reduced |
| Mizuho Securities USA LLC | 6,793 | $2.44M | 0.06% | −1,382−16.9% | Reduced |
| Riverbridge Partners LLC | 6,785 | $2.44M | 0.06% | +16+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 6,783 | $2.43M | 0.32% | −1,195−15.0% | Reduced |
| Moneta Group Investment Advisors LLC | 6,707 | $2.41M | 0.02% | +184+2.8% | Added |
| Jefferies Financial Group Inc. | 6,574 | $2.36M | 0.03% | +1,673+34.1% | Added |
| WoodTrust Financial Corp | 6,535 | $2.35M | 0.30% | +360+5.8% | Added |
| Laird Norton Trust Company, LLC | 6,422 | $2.30M | 0.05% | −81−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,422 | $2.30M | 0.02% | −417−6.1% | Reduced |
| Hartford Investment Management Co | 6,405 | $2.30M | 0.07% | −76−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,402 | $2.30M | 0.07% | +250+4.1% | Added |
| Impax Asset Management Group plc | 6,399 | $2.30M | 0.02% | −88−1.4% | Reduced |
| SilverOak Wealth Management LLC | 6,390 | $2.29M | 0.36% | −1,000−13.5% | Reduced |
| Banque Transatlantique SA | 6,273 | $2.26M | 0.05% | −5,605−47.2% | Reduced |
| Summit Financial, LLC | 6,284 | $2.26M | 0.03% | −151−2.3% | Reduced |
| Carmel Capital Partners, LLC | 6,276 | $2.25M | 0.81% | −51−0.8% | Reduced |
| Banque Cantonale Vaudoise | 6,237 | $2.24M | 0.08% | −773−11.0% | Reduced |
| Nwam LLC | 6,154 | $2.21M | 0.13% | +5,331+647.8% | Added |
| Wealthspire Advisors, LLC | 6,137 | $2.20M | 0.02% | +2,376+63.2% | Added |
| Richard C. Young & CO., LTD. | 6,122 | $2.20M | 0.18% | −35−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,034 | $2.17M | 0.03% | −491−7.5% | Reduced |
| Boston Common Asset Management, LLC | 6,021 | $2.16M | 0.14% | −3,126−34.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,843 | $2.16M | 0.00% | −165−2.7% | Reduced |
| Ancora Advisors, LLC | 5,993 | $2.15M | 0.05% | −554−8.5% | Reduced |
| Addison Capital Co | 5,916 | $2.12M | 0.38% | +261+4.6% | Added |
| Mount Yale Investment Advisors, LLC | 5,909 | $2.12M | 0.05% | +3,222+119.9% | Added |
| Financial Advisory Service, Inc. | 5,898 | $2.12M | 0.13% | +5,898 | New |
| Vectors Research Management, LLC | 5,894 | $2.12M | 0.62% | +4+0.1% | Added |
| Wesbanco Bank Inc | 5,797 | $2.08M | 0.06% | −160−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,770 | $2.07M | 0.02% | −951−14.1% | Reduced |
| Evelyn Partners Investment Management LLP | 5,771 | $2.07M | 0.06% | +3,418+145.3% | Added |
| Summit Asset Management, LLC | 5,744 | $2.06M | 0.29% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 5,735 | $2.06M | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,705 | $2.05M | 0.59% | +17+0.3% | Added |
| Louisiana State Employees Retirement System | 5,700 | $2.05M | 0.04% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 5,687 | $2.04M | 0.04% | −648−10.2% | Reduced |