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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
Onefund, LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Cohen & Steers, Inc.––––Not filed
Decker Retirement Planning Inc.––––Not filed
Addison Advisors LLC––––Not filed
1620 Investment Advisors, Inc.––––Not filed
SBI Securities Co., Ltd.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Strategic Investment Advisors––––Not filed
Hantz Financial Services, Inc.––––Not filed
Country Trust Bank––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Wellington Shields Capital Management, LLC––––Not filed
Johnson Financial Group, Inc.––––Not filed
Bullseye Investment Management, LLC––––Not filed
Maj Invest Holding A/S––––Not filed
New England Capital Financial Advisors LLC––––Not filed
Wall Street Access Asset Management, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Independence Bank of Kentucky––––Not filed
Quent Capital, LLC––––Not filed
Asset Dedication, LLC––––Not filed
Breakwater Investment Management––––Not filed
Hoese & Co LLP––––Not filed
Spire Wealth Management––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Zions Bancorporation, National Association––––Not filed
Security National Bank of So Dak––––Not filed
Princeton Global Asset Management LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Manning & Napier Advisors LLC––––Not filed
Roble, Belko & Company, Inc––––Not filed
Asset Planning,Inc––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Tiaa Trust, National Association––––Not filed
State of Wyoming––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Old Point Trust & Financial Services N A––––Not filed
Steigerwald, Gordon & Koch Inc.––––Not filed
S&T Bank––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Bullock Wealth Management Group––––Not filed
IFG Advisory, LLC––––Not filed
Grove Bank & Trust––––Not filed
NBH Bank––––Not filed
Ameriflex Group, Inc.––––Not filed
Rogco, LP––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Sachetta, LLC––––Not filed
IMA Wealth, Inc.––––Not filed
Parvin Asset Management, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Motco––––Not filed
First United Bank Trust––––Not filed
Financial Perspectives, Inc––––Not filed
Bayban––––Not filed
Maryland Capital Advisors Inc.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Knights of Columbus Asset Advisors LLC––––Not filed
Citizens National Bank Trust Department––––Not filed
Rexford Capital Inc––––Not filed
Dynamic Wealth Strategies, LLC––––Not filed
West Branch Capital LLC––––Not filed
Community Bank, N.A.––––Not filed
ZRC Wealth Management, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Copos Capital S.a r.l.––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
USA Financial Formulas––––Not filed
Fairscale Capital, LLC––––Not filed
Pinnacle Bancorp, Inc.––––Not filed
MV Capital Management, Inc.––––Not filed
TSFG, LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
Essex Investment Management Co LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Bogart Wealth, LLC––––Not filed
Delta Asset Management LLC––––Not filed
Hallmark Capital Management Inc––––Not filed
Guardian Partners Inc.––––Not filed
Hilltop National Bank––––Not filed
Darwin Advisors, LLC––––Not filed
WealthCollab, LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Foster Dykema Cabot & Partners, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Kennebec Savings Bank––––Not filed
Millstone Evans Group, LLC––––Not filed
IAG Wealth Partners, LLC––––Not filed
Albion Financial Group––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed