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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 1,475 | $529.4K | 0.01% | +236+19.0% | Added |
| Principal Securities, Inc. | 1,469 | $527.2K | 0.01% | +197+15.5% | Added |
| Atlantic Trust, LLC | 1,464 | $525.3K | 0.09% | +1+0.1% | Added |
| Bridgefront Capital, LLC | 1,459 | $523.6K | 0.13% | +1,459 | New |
| Trueblood Wealth Management, LLC | 1,456 | $522.7K | 0.20% | +1+0.1% | Added |
| Armis Advisers, LLC | 1,145 | $521.2K | 0.05% | +146+14.6% | Added |
| LMR Partners LLP | 1,450 | $520.4K | 0.00% | +1,450 | New |
| Parkwoods Wealth Partners, LLC | 1,449 | $520.1K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,447 | $519.5K | 0.03% | +1+0.1% | Added |
| Autumn Glory Partners, LLC | 1,436 | $515.4K | 0.19% | +414+40.5% | Added |
| Sowell Financial Services LLC | 1,436 | $515.3K | 0.02% | +247+20.8% | Added |
| Tower Research Capital LLC (TRC) | 1,427 | $512.1K | 0.01% | −662−31.7% | Reduced |
| Chesapeake Capital Corp | 1,426 | $511.8K | 0.37% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,407 | $504.9K | 0.03% | −5,146−78.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,404 | $503.7K | 0.06% | +5+0.4% | Added |
| Costello Asset Management, INC | 1,400 | $502.4K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,396 | $501.0K | 0.03% | +190+15.8% | Added |
| Associated Banc-Corp | 1,383 | $496.3K | 0.01% | +271+24.4% | Added |
| Old National Bancorp | 1,381 | $495.6K | 0.01% | +635+85.1% | Added |
| National Asset Management, Inc. | 1,418 | $494.2K | 0.03% | −71−4.8% | Reduced |
| Hoey Investments, Inc | 1,374 | $493.1K | 0.07% | −48−3.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,366 | $490.2K | 0.02% | +138+11.2% | Added |
| Great Valley Advisor Group, Inc. | 1,362 | $489.0K | 0.01% | +2+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 1,358 | $487.5K | 0.18% | +25+1.9% | Added |
| North Ridge Wealth Advisors, Inc. | 1,358 | $487.4K | 0.27% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,357 | $487.0K | 0.00% | −51−3.6% | Reduced |
| Hutchinson Capital Management | 1,357 | $487.0K | 0.09% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,355 | $486.2K | 0.01% | −393−22.5% | Reduced |
| Rehmann Capital Advisory Group | 1,348 | $483.8K | 0.03% | +42+3.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,347 | $483.3K | 0.31% | −15−1.1% | Reduced |
| Vicus Capital | 1,346 | $483.1K | 0.04% | +267+24.7% | Added |
| Dakota Wealth Management | 1,344 | $482.4K | 0.01% | +11+0.8% | Added |
| Frank, Rimerman Advisors LLC | 1,338 | $480.2K | 0.03% | −5−0.4% | Reduced |
| Annex Advisory Services, LLC | 1,330 | $477.4K | 0.01% | −20−1.5% | Reduced |
| We Are One Seven, LLC | 1,321 | $474.2K | 0.01% | −15−1.1% | Reduced |
| Dillon & Associates Inc | 1,315 | $472.0K | 0.06% | +128+10.8% | Added |
| Modera Wealth Management, LLC | 1,302 | $467.2K | 0.01% | −7−0.5% | Reduced |
| Valley Brook Capital Group | 1,300 | $466.5K | 0.31% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,300 | $466.5K | 0.03% | +419+47.6% | Added |
| TD Private Client Wealth LLC | 1,292 | $463.7K | 0.01% | −200−13.4% | Reduced |
| Global Trust Asset Management, LLC | 1,283 | $460.3K | 0.18% | +8+0.6% | Added |
| Waldron Private Wealth LLC | 1,278 | $458.6K | 0.02% | +93+7.8% | Added |
| Sagespring Wealth Partners, LLC | 1,272 | $456.4K | 0.01% | +23+1.8% | Added |
| Symphony Financial, Ltd. Co. | 1,298 | $455.3K | 0.06% | −306−19.1% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $455.0K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,266 | $454.0K | 0.06% | −18−1.4% | Reduced |
| West Wealth Group, LLC | 1,261 | $452.6K | 0.09% | +21+1.7% | Added |
| Premier Path Wealth Partners, LLC | 1,260 | $452.2K | 0.06% | +517+69.6% | Added |
| Centerpoint Advisors, LLC | 1,250 | $449.0K | 0.15% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,250 | $448.5K | 0.06% | +27+2.2% | Added |
| Kovack Advisors, Inc. | 1,230 | $441.8K | 0.02% | 00.0% | Unchanged |
| Navalign, LLC | 1,229 | $441.2K | 0.11% | +4+0.3% | Added |
| Change Path, LLC | 1,228 | $440.7K | 0.01% | +45+3.8% | Added |
| OpenArc Corporate Advisory, LLC | 1,227 | $440.3K | 0.01% | −83−6.3% | Reduced |
| Marathon Strategic Advisors, LLC | 1,225 | $439.6K | 0.32% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,224 | $439.3K | 0.01% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,223 | $438.9K | 0.28% | 00.0% | Unchanged |
| Corient IA LLC | 1,220 | $437.8K | 0.41% | −280−18.7% | Reduced |
| Monticello Wealth Management, LLC | 1,219 | $437.5K | 0.03% | −248−16.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,217 | $436.8K | 0.03% | −7−0.6% | Reduced |
| Dark Forest Capital Management LP | 1,211 | $434.6K | 0.04% | −7,190−85.6% | Reduced |
| B&L Asset Management LLC | 1,209 | $433.9K | 0.19% | +545+82.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,199 | $430.7K | 0.12% | +1+0.1% | Added |
| Cullinan Associates Inc | 1,200 | $430.7K | 0.03% | −100−7.7% | Reduced |
| Tyche Wealth Partners LLC | 1,200 | $430.7K | 0.07% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,199 | $430.3K | 0.01% | −3−0.2% | Reduced |
| Employees Retirement System of Texas | 1,197 | $430.0K | 0.00% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 1,197 | $429.6K | 0.12% | +347+40.8% | Added |
| Portfolio Design Labs, LLC | 1,197 | $429.6K | 0.08% | +617+106.4% | Added |
| Stanley-Laman Group, Ltd. | 1,195 | $428.9K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,192 | $427.7K | 0.00% | +43+3.7% | Added |
| Inscription Capital, LLC | 1,188 | $426.2K | 0.04% | +465+64.3% | Added |
| NorthRock Partners, LLC | 1,184 | $424.9K | 0.01% | +129+12.2% | Added |
| Meridian Wealth Management, LLC | 1,181 | $423.9K | 0.02% | −300−20.3% | Reduced |
| Simplicity Wealth,LLC | 1,179 | $423.1K | 0.02% | +54+4.8% | Added |
| Ronald Blue Trust, Inc. | 1,174 | $421.3K | 0.00% | +35+3.1% | Added |
| Patron Partners Advisors, LLC | 1,170 | $419.9K | 0.19% | −147−11.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,159 | $415.8K | 0.01% | −8−0.7% | Reduced |
| Sapient Capital LLC | 1,157 | $415.2K | 0.01% | +402+53.2% | Added |
| SmartHarvest Portfolios, LLC | 1,156 | $414.9K | 0.17% | −92−7.4% | Reduced |
| Impact Partnership Wealth, LLC | 1,156 | $414.8K | 0.05% | +15+1.3% | Added |
| Madden Securities Corp | 1,155 | $414.5K | 0.12% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,151 | $413.1K | 0.12% | +525+83.9% | Added |
| Hardin Capital Partners, LLC | 1,150 | $412.7K | 0.19% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $412.4K | 0.14% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,147 | $411.5K | 0.19% | −60−5.0% | Reduced |
| Founders Financial Securities LLC | 1,032 | $407.5K | 0.02% | −7−0.7% | Reduced |
| Maridea Wealth Management LLC | 1,134 | $407.0K | 0.06% | −4,388−79.5% | Reduced |
| Cedar Point Capital Partners, LLC | 1,134 | $407.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,126 | $403.7K | 0.01% | +177+18.7% | Added |
| Guggenheim Capital LLC | 1,113 | $399.4K | 0.00% | −312−21.9% | Reduced |
| Fosun International Ltd | 1,110 | $398.4K | 0.10% | +1,110 | New |
| Garner Asset Management Corp | 1,109 | $398.2K | 0.16% | −14−1.2% | Reduced |
| Capital Investment Counsel, Inc | 1,105 | $396.6K | 0.05% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $394.8K | 0.17% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 1,099 | $394.2K | 0.00% | +216+24.5% | Added |
| Cigna Investments Inc | 1,096 | $393.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,095 | $393.0K | 0.01% | +9+0.8% | Added |
| ProVise Management Group, LLC | 1,087 | $390.1K | 0.03% | −40−3.5% | Reduced |
| Ellevest, Inc. | 1,083 | $388.7K | 0.05% | +113+11.6% | Added |