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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, Q3 2026

Institutional positions in Rockwell Automation, Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
8
+2 vs. Q2 2026
Shares held
4.07K
+379 (+10.3%) vs. Q2 2026
Total value
$1.77M
−$55.5K (−3.0%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
0 more reduced

1,539 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value held
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2026.

Institutions holding ROK in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Fortitude Advisory Group L.L.C.––––Not filed
Capital Investment Counsel, Inc––––Not filed
Citizens Financial Group Inc––––Not filed
Barnes Pettey Financial Advisors, LLC––––Not filed
Pacifica Partners Inc.––––Not filed
Boothbay Fund Management, LLC––––Not filed
Vicus Capital––––Not filed
Founders Financial Alliance, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Cigna Investments Inc––––Not filed
Verity Asset Management, Inc.––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
New Hampshire Trust––––Not filed
Chatterton & Associates Inc.––––Not filed
Baltimore-Washington Financial Advisors, Inc.––––Not filed
Jacobi Capital Management LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Buckingham Strategic Partners––––Not filed
Carnegie Lake Advisors LLC––––Not filed
Pettyjohn, Wood & White, Inc––––Not filed
ProVise Management Group, LLC––––Not filed
Cahill Financial Advisors Inc––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Founders Financial Securities LLC––––Not filed
Boston Private Wealth LLC––––Not filed
Carr Financial Group Corp––––Not filed
Parsons Capital Management Inc––––Not filed
Kooman & Associates––––Not filed
BKM Wealth Management, LLC––––Not filed
Welch & Forbes LLC––––Not filed
Castle Rock Wealth Management, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
Certified Advisory Corp––––Not filed
Keel Point, LLC––––Not filed
Wellington Shields & Co., LLC––––Not filed
Kelly Financial Services LLC––––Not filed
Fort Point Capital Partners LLC––––Not filed
Hengehold Capital Management LLC––––Not filed
Eastern Bank––––Not filed
Groupama Asset Managment––––Not filed
Foster Group, Inc.––––Not filed
ABLE Financial Group, LLC––––Not filed
Live Oak Private Wealth LLC––––Not filed
Impact Capital Partners LLC––––Not filed
Clark Capital Management Group, Inc.––––Not filed
Cary Street Partners Financial LLC––––Not filed
Bright Financial Advisors, Inc.––––Not filed
FMB Wealth Management––––Not filed
Capstone Investment Advisors, LLC––––Not filed
XTX Topco Ltd––––Not filed
Fonville Wealth Management LLC––––Not filed
WealthPLAN Partners, LLC––––Not filed
KTF Investments, LLC––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
PDS Planning, Inc––––Not filed
Diversified Trust Co––––Not filed
McAdam, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Fragasso Group Inc.––––Not filed
Ellevest, Inc.––––Not filed
Chelsea Counsel Co––––Not filed
Camden Capital, LLC––––Not filed
Smart Money Group LLC––––Not filed
Hudock, Inc.––––Not filed
Caldwell Trust Co––––Not filed
International Assets Investment Management, LLC––––Not filed
Ieq Capital, LLC––––Not filed
Biltmore Family Office, LLC––––Not filed
Elyxium Wealth, LLC––––Not filed
71 West Capital Partners––––Not filed
Great Diamond Partners, LLC––––Not filed
Proficio Capital Partners LLC––––Not filed
Monetary Management Group Inc––––Not filed
MainStreet Investment Advisors LLC––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Private Management Group Inc––––Not filed
Bannerstone Capital Management, LLC––––Not filed
Sovereign Investment Advisors, LLC––––Not filed
Simmons Bank––––Not filed
Level Four Advisory Services, LLC––––Not filed
South Shore Capital Advisors––––Not filed
Worth Financial Advisory Group, LLC––––Not filed
Rubicon Advisors, GP––––Not filed
Kera Capital Partners, Inc.––––Not filed
Leonteq Securities AG––––Not filed
Per Stirling Capital Management, LLC.––––Not filed
American National Bank––––Not filed
Second Line Capital, LLC––––Not filed
Bokf, NA––––Not filed
Key Financial Inc––––Not filed
London & Capital Asset Management Ltd––––Not filed
Ethos Financial Group, LLC––––Not filed
ERn Financial, LLC––––Not filed
Mather Group, LLC.––––Not filed
Pine Harbor Wealth Management, LLC––––Not filed
Christine Messmer PC––––Not filed
Valmark Advisers, Inc.––––Not filed
Forefront Wealth Partners, LLC––––Not filed
New Republic Capital, LLC––––Not filed