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 |
|---|---|---|---|---|---|
| Strong Tower Advisory Services | 3,308 | $1.19M | 0.22% | +139+4.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,303 | $1.19M | 0.12% | −2,802−45.9% | Reduced |
| Mindset Wealth Management, LLC | 3,303 | $1.19M | 0.32% | +3,303 | New |
| Wedbush Securities Inc | 3,289 | $1.18M | 0.03% | +139+4.4% | Added |
| Convergence Investment Partners, LLC | 3,258 | $1.17M | 0.19% | −3,593−52.4% | Reduced |
| Clearstead Advisors, LLC | 3,255 | $1.17M | 0.01% | +218+7.2% | Added |
| Wedmont Private Capital | 2,981 | $1.16M | 0.04% | +9+0.3% | Added |
| Fire Capital Management LLC | 3,239 | $1.16M | 0.54% | +255+8.5% | Added |
| Pictet & Cie (Europe) SA | 3,206 | $1.15M | 0.02% | +221+7.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,179 | $1.14M | 0.02% | +144+4.7% | Added |
| Marietta Investment Partners LLC | 3,125 | $1.12M | 0.22% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,110 | $1.12M | 0.26% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,109 | $1.12M | 0.07% | +84+2.8% | Added |
| Northwest & Ethical Investments L.P. | 3,108 | $1.12M | 0.03% | −14,614−82.5% | Reduced |
| Securian Asset Management, Inc | 3,094 | $1.11M | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,002 | $1.11M | 0.01% | +135+4.7% | Added |
| Westwood Holdings Group Inc. | 3,081 | $1.11M | 0.01% | −404−11.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,072 | $1.10M | 0.18% | −1,054−25.5% | Reduced |
| Quantitative Investment Management, LLC | 3,056 | $1.10M | 0.11% | +3,056 | New |
| Illinois Municipal Retirement Fund | 3,042 | $1.09M | 0.01% | +3,042 | New |
| Coldstream Capital Management Inc | 3,035 | $1.09M | 0.01% | −946−23.8% | Reduced |
| RBF Capital, LLC | 3,000 | $1.08M | 0.05% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 3,083 | $1.07M | 0.76% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 2,988 | $1.07M | 0.07% | −52−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.07M | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,938 | $1.05M | 0.08% | +102+3.6% | Added |
| Perigon Wealth Management, LLC | 2,928 | $1.05M | 0.02% | −85−2.8% | Reduced |
| CLG LLC | 2,926 | $1.05M | 0.26% | −6−0.2% | Reduced |
| Finivi Inc. | 2,905 | $1.04M | 0.57% | +374+14.8% | Added |
| Financial Management Network Inc | 2,640 | $1.04M | 0.16% | +10.0% | Added |
| Rossmore Private Capital | 2,892 | $1.04M | 0.09% | −76−2.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,859 | $1.03M | 0.05% | +254+9.8% | Added |
| Wahed Invest LLC | 2,852 | $1.02M | 0.13% | −126−4.2% | Reduced |
| Prosperity Financial Group, Inc. | 2,840 | $1.02M | 0.38% | +2,840 | New |
| Wellington Management Group LLP | 2,839 | $1.02M | 0.00% | +1,568+123.4% | Added |
| Monetta Financial Services Inc | 2,800 | $1.00M | 0.78% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,792 | $1.00M | 0.01% | −96−3.3% | Reduced |
| First Foundation Advisors | 2,790 | $1.00M | 0.04% | −405−12.7% | Reduced |
| V-Square Quantitative Management LLC | 2,786 | $999.8K | 0.11% | +2+0.1% | Added |
| Burney Co | 2,784 | $999.1K | 0.03% | −624−18.3% | Reduced |
| Sit Investment Associates Inc | 2,780 | $998.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,768 | $993.0K | 0.44% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,766 | $992.7K | 0.02% | +5+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,754 | $988.4K | 0.04% | +2,754 | New |
| Procyon Private Wealth Partners, LLC | 2,738 | $982.6K | 0.05% | −41−1.5% | Reduced |
| Jump Financial, LLC | 2,718 | $975.4K | 0.01% | −1,304−32.4% | Reduced |
| Quantum Private Wealth, LLC | 2,690 | $965.4K | 0.30% | −83−3.0% | Reduced |
| Acropolis Investment Management, LLC | 2,681 | $962.3K | 0.04% | −77−2.8% | Reduced |
| Verition Fund Management LLC | 2,664 | $956.1K | 0.01% | −11,527−81.2% | Reduced |
| Umb Bank N A | 2,656 | $953.2K | 0.01% | −70−2.6% | Reduced |
| Mendel Money Management | 2,632 | $944.6K | 0.40% | +5+0.2% | Added |
| Siemens Fonds Invest GmbH | 2,622 | $941.0K | 0.05% | +39+1.5% | Added |
| Massmutual Trust Co FSB | 2,621 | $940.6K | 0.03% | −137−5.0% | Reduced |
| Integrated Advisors Network LLC | 2,588 | $928.8K | 0.05% | −186−6.7% | Reduced |
| PFG Investments, LLC | 2,575 | $924.2K | 0.04% | −593−18.7% | Reduced |
| Confluence Wealth Services, Inc. | 2,549 | $914.8K | 0.04% | +1,343+111.4% | Added |
| Ameritas Advisory Services, LLC | 2,549 | $914.7K | 0.04% | −10−0.4% | Reduced |
| Skopos Labs, Inc. | 2,532 | $908.5K | 0.03% | +1,083+74.7% | Added |
| Moss Adams Wealth Advisors LLC | 2,526 | $906.6K | 0.07% | −33−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,526 | $906.5K | 0.05% | +39+1.6% | Added |
| Whittier Trust Co | 2,460 | $903.3K | 0.01% | +115+4.9% | Added |
| Taproot Management LP | 2,515 | $902.6K | 0.17% | +2,515 | New |
| Sovran Advisors, LLC | 2,198 | $898.7K | 0.07% | −442−16.7% | Reduced |
| Golden State Wealth Management, LLC | 2,501 | $897.6K | 0.10% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,498 | $896.5K | 0.37% | +1,180+89.5% | Added |
| AE Wealth Management LLC | 2,492 | $894.6K | 0.00% | +389+18.5% | Added |
| Natural Investments, LLC | 2,492 | $894.0K | 0.22% | +2,492 | New |
| Stonebridge Capital Advisors LLC | 2,450 | $879.3K | 0.06% | −410−14.3% | Reduced |
| Ci Investments Inc. | 2,449 | $878.9K | 0.00% | +1,417+137.3% | Added |
| Moors & Cabot, Inc. | 2,443 | $876.7K | 0.04% | −612−20.0% | Reduced |
| Advisors Capital Management, LLC | 2,430 | $872.4K | 0.01% | +259+11.9% | Added |
| Savant Capital, LLC | 2,417 | $867.5K | 0.00% | −680−22.0% | Reduced |
| NewEdge Wealth, LLC | 2,400 | $861.3K | 0.01% | −1,275−34.7% | Reduced |
| Cito Capital Group, LLC | 2,400 | $861.0K | 0.26% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 2,390 | $857.7K | 0.38% | −5,688−70.4% | Reduced |
| VARCOV Co. | 2,378 | $853.4K | 0.32% | +2,378 | New |
| Mystic Asset Management, Inc. | 2,373 | $851.6K | 0.20% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,373 | $851.5K | 0.03% | −118−4.7% | Reduced |
| Calamos Wealth Management LLC | 2,366 | $849.1K | 0.03% | −270−10.2% | Reduced |
| Calamos Advisors LLC | 2,366 | $849.1K | 0.00% | +2,366 | New |
| Callan Family Office, LLC | 2,361 | $847.1K | 0.02% | −17−0.7% | Reduced |
| SCS Capital Management LLC | 2,349 | $843.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,410 | $840.1K | 0.03% | +146+6.4% | Added |
| Kinneret Advisory, LLC | 2,311 | $829.4K | 0.08% | −102−4.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $829.0K | 0.34% | 00.0% | Unchanged |
| Vestcor Inc | 2,290 | $822.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,290 | $822.0K | 0.03% | −119−4.9% | Reduced |
| Marble Wealth, LLC | 2,272 | $815.4K | 0.14% | −183−7.5% | Reduced |
| Qtron Investments LLC | 2,269 | $814.3K | 0.11% | +2+0.1% | Added |
| Torrey-Payne Wealth Management, LLC | 2,264 | $812.5K | 0.75% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 2,226 | $798.9K | 0.01% | +4+0.2% | Added |
| Meeder Advisory Services, Inc. | 2,215 | $795.0K | 0.03% | −222−9.1% | Reduced |
| Hoge Financial Services, LLC | 2,212 | $793.8K | 0.42% | +10+0.5% | Added |
| Gateway Investment Advisers LLC | 2,207 | $792.0K | 0.01% | −10,130−82.1% | Reduced |
| Brighton Jones LLC | 2,195 | $787.7K | 0.02% | +2,195 | New |
| North Star Investment Management Corp. | 2,169 | $778.4K | 0.05% | −239−9.9% | Reduced |
| Twin Tree Management, LP | 2,169 | $778.4K | 0.16% | +2,169 | New |
| Drake & Associates, LLC | 2,163 | $776.1K | 0.15% | +8+0.4% | Added |
| Equitable Trust Co | 2,162 | $775.9K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,166 | $774.9K | 0.04% | +2,166 | New |