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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 2,116 | $759.4K | 0.02% | −15,292−87.8% | Reduced |
| Syon Capital LLC | 2,115 | $759.1K | 0.04% | −81−3.7% | Reduced |
| Birmingham Capital Management Co Inc | 2,100 | $754.0K | 0.32% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $754.0K | 0.05% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,094 | $751.5K | 0.28% | +2,094 | New |
| Daymark Wealth Partners, LLC | 2,093 | $751.3K | 0.02% | +26+1.3% | Added |
| Stevens Capital Management LP | 2,079 | $746.0K | 0.11% | +832+66.7% | Added |
| IFP Advisors, Inc | 2,070 | $742.9K | 0.02% | +176+9.3% | Added |
| Hamrick Investment Counsel, llc | 2,069 | $742.5K | 0.41% | +82+4.1% | Added |
| Oxford Financial Group Ltd | 2,067 | $741.8K | 0.04% | +2,067 | New |
| Brown Financial Advisors | 2,047 | $734.6K | 0.28% | +817+66.4% | Added |
| Signaturefd, LLC | 2,041 | $732.6K | 0.01% | +2+0.1% | Added |
| Regions Financial Corp | 2,035 | $730.3K | 0.00% | −2,788−57.8% | Reduced |
| Stewardship Concepts Financial Services LLC | 2,034 | $729.9K | 0.57% | +2+0.1% | Added |
| ISAM Funds (UK) Ltd | 2,024 | $726.4K | 0.36% | +2,024 | New |
| Flputnam Investment Management Co | 2,022 | $725.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,006 | $719.9K | 0.06% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,000 | $717.8K | 0.72% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,985 | $712.4K | 0.22% | −92−4.4% | Reduced |
| Argent Advisors, Inc. | 1,982 | $711.3K | 0.19% | 00.0% | Unchanged |
| BankChampaign, National Association | 1,979 | $710.2K | 0.70% | +25+1.3% | Added |
| Verus Capital Partners, LLC | 1,978 | $709.9K | 0.05% | −8−0.4% | Reduced |
| Sandler Capital Management | 1,973 | $708.1K | 0.48% | −2,047−50.9% | Reduced |
| Cascade Financial Partners, LLC | 1,965 | $705.2K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,949 | $699.6K | 0.01% | −88−4.3% | Reduced |
| Ballentine Partners, LLC | 1,947 | $698.7K | 0.01% | +33+1.7% | Added |
| Strategic Blueprint, LLC | 1,937 | $695.2K | 0.04% | +290+17.6% | Added |
| Quadrant Capital Group LLC | 1,915 | $687.3K | 0.02% | −9−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 1,909 | $685.2K | 0.01% | +18+1.0% | Added |
| Sumitomo Life Insurance Co | 1,901 | $682.2K | 0.02% | +50+2.7% | Added |
| Wallace Hart LLC | 1,898 | $681.2K | 0.94% | +1,173+161.8% | Added |
| Cypress Advisory Group LLC | 1,891 | $678.6K | 0.52% | −3,263−63.3% | Reduced |
| TigerOak Management, L.L.C. | 1,886 | $676.8K | 0.21% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $675.8K | 0.50% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,879 | $674.2K | 0.03% | +300+19.0% | Added |
| Grimes & Company, Inc. | 1,874 | $672.6K | 0.02% | −11−0.6% | Reduced |
| TCW Group Inc | 1,870 | $671.1K | 0.01% | +91+5.1% | Added |
| MTM Investment Management, LLC | 1,858 | $666.8K | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,845 | $662.2K | 0.01% | −414−18.3% | Reduced |
| Walleye Trading LLC | 1,834 | $658.2K | 0.01% | −8,516−82.3% | Reduced |
| Aprio Wealth Management, LLC | 1,801 | $646.5K | 0.04% | +1,195+197.2% | Added |
| Wolverine Asset Management LLC | 1,800 | $646.0K | 0.01% | +600+50.0% | Added |
| Valeo Financial Advisors, LLC | 1,787 | $641.3K | 0.02% | −882−33.0% | Reduced |
| Davis Investment Partners, LLC | 1,785 | $640.6K | 0.23% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,779 | $638.4K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,775 | $637.0K | 0.01% | +172+10.7% | Added |
| Focus Financial Network, Inc. | 1,774 | $636.7K | 0.02% | −16−0.9% | Reduced |
| Bourgeon Capital Management LLC | 1,752 | $628.8K | 0.11% | +1,752 | New |
| Chicago Partners Investment Group LLC | 1,545 | $628.6K | 0.01% | +136+9.7% | Added |
| Marble Harbor Investment Counsel, LLC | 1,750 | $628.0K | 0.07% | −50−2.8% | Reduced |
| Harbour Investments, Inc. | 1,734 | $622.5K | 0.01% | +450+35.0% | Added |
| One Capital Management, LLC | 1,731 | $621.4K | 0.02% | +11+0.6% | Added |
| Frazier Financial Advisors, LLC | 1,715 | $615.5K | 0.34% | +22+1.3% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $612.6K | 0.27% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,694 | $607.9K | 0.19% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,691 | $607.0K | 0.07% | +13+0.8% | Added |
| Chatham Capital Group, Inc. | 1,684 | $604.4K | 0.09% | −50−2.9% | Reduced |
| Fiduciary Alliance LLC | 1,509 | $599.7K | 0.04% | +177+13.3% | Added |
| Strategies Wealth Advisors, LLC | 1,667 | $598.2K | 0.06% | +4+0.2% | Added |
| BigSur Wealth Management LLC | 1,664 | $597.2K | 0.17% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,662 | $596.5K | 0.19% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,662 | $596.5K | 0.02% | +50+3.1% | Added |
| Assetmark, Inc | 1,660 | $595.8K | 0.00% | −139−7.7% | Reduced |
| Uniting Wealth Partners, LLC | 1,658 | $595.0K | 0.13% | −14−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,652 | $592.9K | 0.00% | −185−10.1% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $591.4K | 0.36% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,636 | $587.1K | 0.08% | +1+0.1% | Added |
| Globeflex Capital L P | 1,635 | $586.8K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,208 | $584.4K | 0.19% | −178−7.5% | Reduced |
| Aigen Investment Management, LP | 1,627 | $583.9K | 0.15% | +1,627 | New |
| WBI Investments | 1,625 | $583.1K | 0.16% | −995−38.0% | Reduced |
| Millington Securities, LLC | 1,625 | $583.1K | 0.16% | +1,625 | New |
| HFM Investment Advisors, LLC | 1,611 | $578.2K | 0.22% | −1−0.1% | Reduced |
| Westside Investment Management, Inc. | 1,605 | $576.6K | 0.09% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $574.2K | 0.14% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $574.2K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,597 | $573.1K | 0.06% | −69−4.1% | Reduced |
| Aaron Wealth Advisors | 1,593 | $572.0K | 0.03% | −797−33.3% | Reduced |
| XML Financial, LLC | 1,588 | $569.9K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,386 | $568.2K | 0.04% | +51+3.8% | Added |
| Evercore Wealth Management, LLC | 1,563 | $560.9K | 0.01% | 00.0% | Unchanged |
| Anb Bank | 1,554 | $557.7K | 0.23% | −99−6.0% | Reduced |
| Belpointe Asset Management LLC | 1,547 | $555.4K | 0.02% | −7−0.5% | Reduced |
| Verdence Capital Advisors LLC | 1,546 | $555.0K | 0.03% | −35−2.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,363 | $554.6K | 0.12% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,542 | $553.4K | 0.24% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,529 | $548.9K | 0.01% | −128−7.7% | Reduced |
| Empower Advisory Group, LLC | 1,524 | $546.9K | 0.00% | −636−29.4% | Reduced |
| Asset Advisory Group, Inc. | 1,523 | $546.6K | 0.27% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,516 | $543.9K | 0.04% | −20−1.3% | Reduced |
| Chatterton & Associates Inc. | 1,377 | $543.8K | 0.38% | +750+119.6% | Added |
| Capital Financial Group Inc | 1,500 | $538.4K | 0.30% | 00.0% | Unchanged |
| 1st Source Bank | 1,500 | $538.3K | 0.03% | −75−4.8% | Reduced |
| Bramshill Investments, LLC | 1,500 | $538.3K | 0.05% | +1,500 | New |
| Community Financial Services Group, LLC | 1,458 | $537.9K | 0.09% | +1,458 | New |
| Hunter Associates Investment Management LLC | 1,491 | $536.0K | 0.07% | −59−3.8% | Reduced |
| Circle Wealth Management, LLC | 1,493 | $535.8K | 0.01% | +1,493 | New |
| Drucker Wealth 3.0, LLC | 1,487 | $533.5K | 0.09% | −110−6.9% | Reduced |
| DMG Group, LLC | 1,481 | $531.5K | 0.36% | +135+10.0% | Added |
| Z3 Capital Partners, LLC | 1,479 | $530.8K | 0.13% | −100−6.3% | Reduced |