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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
Coastal Bridge Advisors, LLC––––Not filed
Archer Investment Corp––––Not filed
Insigneo Advisory Services, LLC––––Not filed
Advisor OS, LLC––––Not filed
Basepoint Wealth LLC––––Not filed
Frisch Financial Group, Inc.––––Not filed
Hills Bank & Trust Co––––Not filed
Affinity Investment Advisors, LLC––––Not filed
West Michigan Advisors, LLC––––Not filed
Howe & Rusling Inc––––Not filed
First Community Trust NA––––Not filed
Independent Advisor Alliance––––Not filed
Advance Capital Management, Inc.––––Not filed
Peregrine Asset Advisers, Inc.––––Not filed
Busey Wealth Management––––Not filed
Fulton Bank, N.A.––––Not filed
Venturi Wealth Management, LLC––––Not filed
Tradition Wealth Management, LLC––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
Alpha Zero LLC––––Not filed
Trademark Financial Management, LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
M. Kulyk & Associates, LLC––––Not filed
Accredited Investors Inc.––––Not filed
Maple Capital Management, Inc.––––Not filed
Pavion Blue Capital, LLC––––Not filed
Gladstone Institutional Advisory LLC––––Not filed
NBC Securities, Inc.––––Not filed
Smithfield Trust Co––––Not filed
Clear Street Group Inc.––––Not filed
Catalyst Financial Partners LLC––––Not filed
LexAurum Advisors, LLC––––Not filed
Essex Financial Services, Inc.––––Not filed
GTS Securities LLC––––Not filed
FSM Wealth Advisors, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Ironwood Investment Counsel, LLC––––Not filed
Pallas Capital Advisors LLC––––Not filed
Cumberland Partners Ltd––––Not filed
Colonial Trust Co––––Not filed
Avidian Wealth Solutions, LLC––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
First Business Financial Services, Inc.––––Not filed
Kickstand Ventures, LLC.––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
Bradley Foster & Sargent Inc––––Not filed
Cherry Creek Investment Advisors, Inc.––––Not filed
Sentinus, LLC––––Not filed
Welch Capital Partners LLC––––Not filed
PCM Encore, LLC––––Not filed
Washington Trust Bank––––Not filed
LeClair Wealth Partners LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Ruggaard & Associates LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Plancorp, LLC––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Milestone Asset Management, LLC––––Not filed
Flagstone Financial Management––––Not filed
Vantage Point Financial LLC––––Not filed
Bishop & Co Investment Management, LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
55 North Private Wealth, LLC––––Not filed
Baron Wealth Management LLC––––Not filed
Johnson Investment Counsel Inc––––Not filed
Phillips Wealth Planners LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Citizens & Northern Corp––––Not filed
Diligent Investors, LLC––––Not filed
Krilogy Financial LLC––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Values First Advisors, Inc.––––Not filed
Aries Wealth Management––––Not filed
Penserra Capital Management LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Alessandra Capital Management, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
B&L Asset Management LLC––––Not filed
Howard Capital Management Inc.––––Not filed
NWF Advisory Services Inc.––––Not filed
Financial Management Professionals, Inc.––––Not filed
SevenBridge Financial Group, LLC––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
First Command Advisory Services, Inc.––––Not filed
Northwest Bancshares, Inc.––––Not filed
L2 Asset Management, LLC––––Not filed
Stenger Family Office, LLC––––Not filed
ARS Wealth Advisors Group, LLC––––Not filed
FourThought Financial Partners, LLC––––Not filed
Freestone Capital Holdings, LLC––––Not filed
Burke & Herbert Bank & Trust Co––––Not filed
CWA Asset Management Group, LLC––––Not filed
Americana Partners, LLC––––Not filed
Great Waters Wealth Management––––Not filed
Malaga Cove Capital, LLC––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed
Palisade Capital Management LLC––––Not filed
Schnieders Capital Management, LLC.––––Not filed