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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 5,684 | $2.04M | 0.02% | −154−2.6% | Reduced |
| Longaeva Partners L.P. | 5,659 | $2.03M | 0.10% | +5,659 | New |
| Maryland State Retirement & Pension System | 5,644 | $2.03M | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,636 | $2.02M | 0.02% | +3,658+184.9% | Added |
| Davis-Rea Ltd. | 5,604 | $2.01M | 0.52% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,518 | $1.98M | 0.19% | +1,520+38.0% | Added |
| Ofi Invest Asset Management | 6,094 | $1.94M | 0.03% | +510+9.1% | Added |
| Kornitzer Capital Management Inc | 5,404 | $1.94M | 0.04% | −10,599−66.2% | Reduced |
| Equitable Holdings, Inc. | 5,110 | $1.93M | 0.01% | +1,743+51.8% | Added |
| Park Avenue Securities LLC | 5,378 | $1.93M | 0.02% | −84−1.5% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $1.92M | 0.22% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,336 | $1.91M | 0.02% | −18−0.3% | Reduced |
| IHT Wealth Management, LLC | 5,334 | $1.91M | 0.04% | +1,799+50.9% | Added |
| Warren Averett Asset Management, LLC | 5,277 | $1.89M | 0.01% | +260+5.2% | Added |
| Marshall Wace, LLP | 5,253 | $1.89M | 0.00% | −22,195−80.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 5,238 | $1.88M | 0.09% | +216+4.3% | Added |
| Jane Street Group, LLC | 5,236 | $1.88M | 0.00% | −20,810−79.9% | Reduced |
| New Mexico Educational Retirement Board | 5,176 | $1.86M | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 5,168 | $1.85M | 0.06% | −570−9.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,136 | $1.84M | 0.02% | −7,082−58.0% | Reduced |
| Central Pacific Bank - Trust Division | 5,065 | $1.82M | 0.23% | +535+11.8% | Added |
| Allworth Financial LP | 5,005 | $1.80M | 0.01% | +201+4.2% | Added |
| Allianz SE | 4,962 | $1.78M | 0.02% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,858 | $1.74M | 0.40% | −22−0.5% | Reduced |
| Strategic Advisors LLC | 4,973 | $1.73M | 0.29% | −29−0.6% | Reduced |
| MCF Advisors LLC | 4,744 | $1.70M | 0.07% | +1,503+46.4% | Added |
| Caxton Associates LLP | 4,738 | $1.70M | 0.04% | +4,738 | New |
| Triangle Securities Wealth Management | 4,721 | $1.69M | 0.38% | −59−1.2% | Reduced |
| Mattson Financial Services, LLC | 4,700 | $1.69M | 0.40% | +935+24.8% | Added |
| United Capital Financial Advisers, LLC | 4,636 | $1.66M | 0.01% | +456+10.9% | Added |
| MUFG Securities EMEA plc | 4,603 | $1.65M | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,586 | $1.65M | 0.34% | +4,586 | New |
| Concurrent Investment Advisors, LLC | 4,560 | $1.64M | 0.02% | +749+19.7% | Added |
| Elmwood Wealth Management, Inc. | 4,553 | $1.63M | 0.45% | −22−0.5% | Reduced |
| Virtus Investment Advisers, Inc. | 4,520 | $1.62M | 0.45% | +4,520 | New |
| Pinnacle Associates Ltd | 4,519 | $1.62M | 0.02% | −128−2.8% | Reduced |
| Bessemer Group Inc | 4,486 | $1.61M | 0.00% | −231−4.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,457 | $1.60M | 0.04% | +9+0.2% | Added |
| Courier Capital LLC | 4,418 | $1.59M | 0.09% | −8−0.2% | Reduced |
| HBK Sorce Advisory LLC | 3,486 | $1.58M | 0.03% | −233−6.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,358 | $1.56M | 0.12% | −40−0.9% | Reduced |
| VestGen Advisors, LLC | 3,406 | $1.55M | 0.04% | −1,540−31.1% | Reduced |
| Agate Pass Investment Management, LLC | 4,280 | $1.54M | 0.60% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,279 | $1.54M | 0.09% | −359−7.7% | Reduced |
| Cookson Peirce & Co Inc | 4,279 | $1.54M | 0.07% | +4,279 | New |
| WESPAC Advisors SoCal, LLC | 4,266 | $1.53M | 0.33% | +679+18.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,266 | $1.53M | 0.00% | +4,266 | New |
| Koshinski Asset Management, Inc. | 4,205 | $1.51M | 0.09% | +13+0.3% | Added |
| Metis Global Partners, LLC | 4,203 | $1.51M | 0.04% | −409−8.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,195 | $1.51M | 0.05% | +217+5.5% | Added |
| RMB Capital Management, LLC | 4,177 | $1.50M | 0.03% | +450+12.1% | Added |
| Saudi Central Bank | 4,150 | $1.49M | 0.03% | +4,150 | New |
| Avantax Planning Partners, Inc. | 4,118 | $1.48M | 0.04% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,107 | $1.47M | 0.66% | −14−0.3% | Reduced |
| Journey Advisory Group, LLC | 4,105 | $1.47M | 0.13% | −1,350−24.7% | Reduced |
| Wealthcare Advisory Partners LLC | 4,097 | $1.47M | 0.03% | +1,223+42.6% | Added |
| RSM US Wealth Management LLC | 4,095 | $1.47M | 0.02% | −702−14.6% | Reduced |
| Centaurus Financial, Inc. | 4,041 | $1.45M | 0.07% | −45−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,040 | $1.45M | 0.01% | −528−11.6% | Reduced |
| Hager Investment Management Services, LLC | 4,030 | $1.45M | 0.79% | +475+13.4% | Added |
| CWM, LLC | 4,005 | $1.44M | 0.00% | −171−4.1% | Reduced |
| Connable Office Inc | 3,980 | $1.43M | 0.14% | +3+0.1% | Added |
| Merit Financial Group, LLC | 3,953 | $1.42M | 0.01% | −65−1.6% | Reduced |
| Spirepoint Private Client, LLC | 3,940 | $1.41M | 0.13% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,923 | $1.41M | 0.07% | −10−0.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,895 | $1.40M | 0.02% | −320−7.6% | Reduced |
| Y.D. More Investments Ltd | 3,877 | $1.39M | 0.05% | −49−1.2% | Reduced |
| North Dakota State Investment Board | 3,844 | $1.38M | 0.06% | −632−14.1% | Reduced |
| HB Wealth Management, LLC | 3,772 | $1.35M | 0.01% | +230+6.5% | Added |
| Kentucky Retirement Systems | 11,449 | $1.35M | 0.10% | +4,345+61.2% | Added |
| HM Payson & Co | 3,758 | $1.35M | 0.02% | +2,000+113.8% | Added |
| Alps Advisors Inc | 3,753 | $1.35M | 0.01% | +986+35.6% | Added |
| GAMMA Investing LLC | 3,747 | $1.34M | 0.06% | +3+0.1% | Added |
| Apella Capital, LLC | 3,233 | $1.34M | 0.02% | +161+5.2% | Added |
| MML Investors Services, LLC | 3,718 | $1.33M | 0.00% | −6,739−64.4% | Reduced |
| Prospera Financial Services Inc | 3,613 | $1.30M | 0.02% | −8,071−69.1% | Reduced |
| Atria Investments LLC | 3,599 | $1.29M | 0.01% | +141+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,595 | $1.29M | 0.02% | +9+0.3% | Added |
| QRG Capital Management, Inc. | 3,592 | $1.29M | 0.01% | +90+2.6% | Added |
| Evoke Wealth, LLC | 3,571 | $1.28M | 0.02% | −425−10.6% | Reduced |
| Beacon Pointe Advisors, LLC | 3,563 | $1.28M | 0.01% | +403+12.8% | Added |
| Plato Investment Management Ltd | 3,556 | $1.28M | 0.09% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,553 | $1.28M | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,519 | $1.26M | 0.07% | +1,807+105.5% | Added |
| Sigma Planning Corp | 3,473 | $1.25M | 0.03% | −129−3.6% | Reduced |
| First Commonwealth Financial Corp | 3,464 | $1.24M | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,460 | $1.24M | 0.03% | +364+11.8% | Added |
| Strengthening Families & Communities, LLC | 3,456 | $1.24M | 0.31% | +3,456 | New |
| TCG Advisory Services, LLC | 3,446 | $1.24M | 0.03% | +103+3.1% | Added |
| Connecticut Wealth Management, LLC | 3,445 | $1.24M | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,422 | $1.23M | 0.13% | −10.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,396 | $1.22M | 0.00% | +3,396 | New |
| Vise Technologies, Inc. | 3,127 | $1.22M | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,386 | $1.22M | 0.03% | −2,526−42.7% | Reduced |
| Capital Asset Advisory Services LLC | 2,937 | $1.21M | 0.05% | −42−1.4% | Reduced |
| Heritage Trust Co | 3,356 | $1.20M | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 3,327 | $1.19M | 0.11% | −129−3.7% | Reduced |
| Adviser Investments LLC | 3,320 | $1.19M | 0.01% | +2+0.1% | Added |
| First Citizens Bank & Trust Co | 3,315 | $1.19M | 0.03% | +307+10.2% | Added |
| OmniStar Financial Group, Inc. | 3,311 | $1.19M | 0.62% | +3,311 | New |