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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
Crawford Investment Counsel Inc––––Not filed
Stonebridge Financial Group, LLC––––Not filed
Tiemann Investment Advisors, LLC––––Not filed
VSM Wealth Advisory, LLC––––Not filed
Wilkerson Advisory Group LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
Gouws Capital LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Lynx Investment Advisory––––Not filed
Fairview Capital Investment Management, LLC––––Not filed
Copley Financial Group, Inc.––––Not filed
Greenwood Gearhart Inc––––Not filed
Strategic Financial Services, Inc,––––Not filed
American Trust––––Not filed
Breakwater Capital Group––––Not filed
Smith, Salley & Associates––––Not filed
West Family Investments, Inc.––––Not filed
Accel Wealth Management––––Not filed
Cove Private Wealth, LLC––––Not filed
S&CO Inc––––Not filed
Fiduciary Wealth Partners, LLC––––Not filed
Investment Partners, Ltd.––––Not filed
South Street Advisors LLC––––Not filed
Black Swift Group, LLC––––Not filed
Petix & Botte Co––––Not filed
Burling Wealth Partners, LLC––––Not filed
Battery Global Advisors, LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
KCM Investment Advisors LLC––––Not filed
Ticino Wealth––––Not filed
Traynor Capital Management, Inc.––––Not filed
Purewater Capital LLC––––Not filed
Concentric Capital Strategies, LP––––Not filed
Trustmark National Bank Trust Department––––Not filed
Fidelis Capital Partners, LLC––––Not filed
United Asset Strategies, Inc.––––Not filed
Paladin Wealth, LLC––––Not filed
Shelton Capital Management––––Not filed
Cidel Asset Management Inc––––Not filed
Stokes Family Office, LLC––––Not filed
RB Capital Management, LLC––––Not filed
Hanson & Doremus Investment Management––––Not filed
Summit Wealth Group LLC––––Not filed
Crescent Grove Advisors, LLC––––Not filed
Badgley Phelps Wealth Managers, LLC––––Not filed
Merrion Investment Management Co, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Stonebrook Private Inc.––––Not filed
Farmers & Merchants Trust Co of Long Beach––––Not filed
Falcon Wealth Planning––––Not filed
First Interstate Bank––––Not filed
Fagan Associates, Inc.––––Not filed
Spears Abacus Advisors LLC––––Not filed
Foguth Wealth Management, LLC.––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
Almanack Investment Partners, LLC.––––Not filed
Mission Wealth Management, LP––––Not filed
Seamount Financial Group Inc––––Not filed
Wealth Watch Advisors, INC––––Not filed
Integrated Investment Consultants, LLC––––Not filed
Signature Estate & Investment Advisors LLC––––Not filed
Conning Inc.––––Not filed
Canopy Partners, LLC––––Not filed
Nichols & Pratt Advisers LLP––––Not filed
Ingalls & Snyder LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
Boston Trust Walden Corp––––Not filed
Southern Capital Advisors, LLC––––Not filed
Summitry LLC––––Not filed
Angeles Wealth Management, LLC––––Not filed
Walker Asset Management, LLC––––Not filed
Rothschild Investment LLC––––Not filed
City State Bank––––Not filed
WealthPlan Investment Management, LLC––––Not filed
City Holding Co––––Not filed
Sapient Capital LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Beacon Financial Advisory LLC––––Not filed
Clear Creek Financial Management, LLC––––Not filed
Heritage Wealth Management, Inc.––––Not filed
Raab & Moskowitz Asset Management LLC––––Not filed
Woodmont Investment Counsel LLC––––Not filed
Simplify Asset Management Inc.––––Not filed
Crux Wealth Advisors––––Not filed
PCG Asset Management, LLC––––Not filed
Gerber Kawasaki Wealth & Investment Management––––Not filed
Accurate Wealth Management, LLC––––Not filed
McClarren Financial Advisors, Inc.––––Not filed
Reuter James Wealth Management, LLC––––Not filed
White Pine Investment CO––––Not filed
Dana Investment Advisors, Inc.––––Not filed
Strategic Financial Concepts, LLC––––Not filed
Tevis Investment Management––––Not filed
Petersen Hastings Wealth Advisors Inc.––––Not filed
BDFS Capital LLC––––Not filed
Pring Turner Capital Group Inc––––Not filed
SageView Advisory Group, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed