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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
Joseph Group Capital Management––––Not filed
West Paces Advisors Inc.––––Not filed
Copeland Capital Management, LLC––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Pittenger & Anderson Inc––––Not filed
Toews Corp––––Not filed
Virtus ETF Advisers LLC––––Not filed
Mascoma Wealth Management LLC––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed
Birchbrook, Inc.––––Not filed
Orion Capital Management LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Arlington Trust Co LLC––––Not filed
Richardson Financial Services Inc.––––Not filed
Holos Integrated Wealth LLC––––Not filed
True Wealth Design, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Seneschal Advisors, LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Salem Investment Counselors Inc––––Not filed
Paladin Advisory Group, LLC––––Not filed
CNB Bank––––Not filed
Vanguard National Trust Co––––Not filed
Rossby Financial, LCC––––Not filed
Raffa Wealth Management, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Action Point Financial Planning, LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Westfuller Advisors, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Gen-Wealth Partners Inc––––Not filed
Triumph Capital Management––––Not filed
Gunpowder Capital Management, LLC dba Oliver Wealth Management––––Not filed
Virginia Estate & Retirement Planning Advisors Inc.––––Not filed
Harvest Fund Management Co., Ltd––––Not filed
Avion Wealth––––Not filed
Marquette Asset Management, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Colonial Trust Advisors––––Not filed
United Community Bank––––Not filed
Dogwood Wealth Management LLC––––Not filed
NorthAvenue LLC––––Not filed
Clear Street Markets LLC––––Not filed
LifeSteps Financial, Inc.––––Not filed
Downshift Financial, LLC––––Not filed
Ogorek Anthony Joseph––––Not filed
Chilton Capital Management LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
Rialto Wealth Management, LLC––––Not filed
McGuire Capital Advisors Inc––––Not filed
Alpine Bank Wealth Management––––Not filed
Axiom Investment Management LLC––––Not filed
TD Capital Management LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Mowery & Schoenfeld Wealth Management, LLC––––Not filed
Solstein Capital, LLC––––Not filed
JNBA Financial Advisors––––Not filed
Private Wealth Management Group, LLC––––Not filed
Gleason Group, Inc.––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
United Financial Planning Group LLC––––Not filed
Dunhill Financial, LLC––––Not filed
McDonald Partners LLC––––Not filed
Synergy Investment Management, LLC––––Not filed
Sittner & Nelson, LLC––––Not filed
Highline Wealth Partners LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
Essential Partners LLC––––Not filed
Strategic Wealth Advisors LLC––––Not filed
Jackson, Grant Investment Advisers, Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
Investors Research Corp––––Not filed
High Note Wealth, LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Capital Analysts, LLC––––Not filed
Webster Bank, N. A.––––Not filed
Sawyer & Company, Inc––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Creative Capital Management Investments LLC––––Not filed
Kilter Group LLC––––Not filed
Burk Holdings LLC––––Not filed
Harborfront Financial Group LLC––––Not filed
Moisand Fitzgerald Tamayo, LLC––––Not filed
Imprint Wealth LLC––––Not filed
Aspect Partners, LLC––––Not filed
PFS Partners, LLC––––Not filed
Evolution Wealth Management Inc.––––Not filed
Hollencrest Capital Management––––Not filed
Anchor Investment Management, LLC––––Not filed
Corsicana & Co.––––Not filed
Activest Wealth Management––––Not filed
Entrust Financial LLC––––Not filed