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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
14
+2 vs. Q2 2026
Shares held
28.1K
−1.22K (−4.2%) vs. Q2 2026
Total value
$12.2M
−$2.28M (−15.7%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
3 more reduced

1,533 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
AdvisorNet Financial, Inc––––Not filed
Sanibel Captiva Trust Company, Inc.––––Not filed
True North Advisors, LLC––––Not filed
Wynn Capital, LLC––––Not filed
Aspetuck Financial Management LLC––––Not filed
Lotus Asset Management LLC––––Not filed
SFMG, LLC––––Not filed
Goldenstone Wealth Management LLC––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
Rathbone Brothers plc––––Not filed
JM2 Capital Inc.––––Not filed
Kathmere Capital Management, LLC––––Not filed
First Horizon Corp––––Not filed
Legacy Financial Group, Inc.––––Not filed
LS Investment Advisors, LLC––––Not filed
Smith Chas P & Associates Pa Cpas––––Not filed
Ocean Capital Management, LLC––––Not filed
Sicart Associates LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
May Hill Capital, LLC––––Not filed
Graticule Asia Macro Advisors LLC––––Not filed
Cox Capital Mgt LLC––––Not filed
Sepio Capital, LP––––Not filed
STG Securities, LLC––––Not filed
Advisortrust Partners, LLC––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Sigma Investment Counselors Inc––––Not filed
Fi3 FINANCIAL ADVISORS, LLC––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
TFC Financial Management––––Not filed
Jupiter Asset Management Ltd––––Not filed
Howard Bailey Securities, LLC––––Not filed
Edge Wealth Management LLC––––Not filed
Chung Wu Investment Group, LLC––––Not filed
Chase Investment Counsel Corp––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
KRS Capital Management, LLC––––Not filed
Excelsior Advisor Network LLC––––Not filed
Centric Wealth Management––––Not filed
Westhampton Capital, LLC––––Not filed
Blue Chip Partners, Inc.––––Not filed
Balboa Wealth Partners––––Not filed
NBT Bank N A––––Not filed
Walser Wealth Management Company, A Ltd Liability Co––––Not filed
Wellspring Financial Advisors, LLC––––Not filed
Romano Brothers and Company––––Not filed
Bell Bank––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Quantum Financial Advisors, LLC––––Not filed
Norden Group LLC––––Not filed
Dutch Asset Corp––––Not filed
Sax Wealth Advisors, LLC––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Independent Financial Group, LLC––––Not filed
Argos Wealth Advisors, LLC––––Not filed
Biondo Investment Advisors, LLC––––Not filed
Bouchey Financial Group Ltd––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Mraz, Amerine & Associates, Inc.––––Not filed
Nicolet Bankshares Inc––––Not filed
Evergreen Capital Management LLC––––Not filed
Outlook Wealth Advisors, LLC––––Not filed
Headinvest, LLC––––Not filed
Wealth Alliance Advisory Group, LLC––––Not filed
Defiance ETFs, LLC––––Not filed
Alta Advisers Ltd––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Alliance Wealth Management Group––––Not filed
Towercrest Capital Management––––Not filed
Platform Technology Partners––––Not filed
Ring Mountain Capital, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
RWM Asset Management, LLC––––Not filed
Paragon Capital Management Ltd––––Not filed
Bridgewealth Advisory Group, LLC––––Not filed
Swiss Re Ltd––––Not filed
Leading Edge Financial Planning LLC––––Not filed
Intrua Financial, LLC––––Not filed
PFG Advisors––––Not filed
Everpar Advisors LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
Estabrook Capital Management––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Valley National Advisers Inc––––Not filed
Innovative Asset Advisors Group, LLC––––Not filed
Trust Co of Toledo NA––––Not filed
Crews Bank & Trust––––Not filed
Navigoe, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Cromwell Holdings LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
SHP Wealth Management––––Not filed
St Germain D J Co Inc––––Not filed
Tobam––––Not filed
Murphy & Mullick Capital Management Corp––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Morse Asset Management, Inc––––Not filed
Continuum Advisory, LLC––––Not filed
Nemes Rush Group LLC––––Not filed