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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
Wolff Wiese Magana LLC––––Not filed
Heritage Wealth Advisors––––Not filed
Fairman Group, LLC––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
DecisionPoint Financial, LLC––––Not filed
CBIZ Investment Advisory Services, LLC––––Not filed
Abound Wealth Management––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Insight Financial Services––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Park Place Capital Corp––––Not filed
Fairway Wealth LLC––––Not filed
MB, Levis & Associates, LLC––––Not filed
WPG Advisers, LLC––––Not filed
Caitlin John, LLC––––Not filed
Financial Life Planners––––Not filed
Coston, McIsaac & Partners––––Not filed
American Capital Advisory, LLC––––Not filed
Chesapeake Asset Management LLC––––Not filed
Advocate Investing Services LLC––––Not filed
1015 Capital Partners, LLC––––Not filed
Nvest Wealth Strategies, Inc.––––Not filed
Signature Resources Capital Management, LLC––––Not filed
Hara Capital LLC––––Not filed
Marshall Investment Management, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Tower Trust & Investment Co––––Not filed
Torren Management, LLC––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Cherry Tree Wealth Management, LLC––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Trust Co––––Not filed
Geneos Wealth Management Inc.––––Not filed
Davis Capital Management––––Not filed
Operose Advisors LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
Financial Consulate, Inc––––Not filed
Quaker Wealth Management, LLC––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed
3 Factor Indexing, LLC––––Not filed
Stone House Investment Management, LLC––––Not filed
E Fund Management (Hong Kong) Co., Ltd.––––Not filed
Benson Wealth Management INC––––Not filed
Compass Financial Management LLC––––Not filed
Raleigh Capital Management Inc.––––Not filed
Evolution Advisers, Inc.––––Not filed