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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
Private Wealth Asset Management, LLC––––Not filed
Heritage Trust Co––––Not filed
MUFG Securities Americas Inc.––––Not filed
Natural Investments, LLC––––Not filed
VestGen Advisors, LLC––––Not filed
Private Trust Co NA––––Not filed
Trust Co of Vermont––––Not filed
Pictet & Cie (Europe) SA––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Mutual Advisors, LLC––––Not filed
Adviser Investments LLC––––Not filed
Brevan Howard Capital Management LP––––Not filed
Avanza Fonder AB––––Not filed
CORDA Investment Management, LLC.––––Not filed
Perigon Wealth Management, LLC––––Not filed
Convergence Investment Partners, LLC––––Not filed
Agf Management Ltd––––Not filed
Lombard Odier Asset Management (Switzerland) SA––––Not filed
Alpha Wealth Funds, LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Uncommon Cents Investing LLC––––Not filed
Fire Capital Management LLC––––Not filed
Apella Capital, LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
Alpine Woods Capital Investors, LLC––––Not filed
Wellington Management Group LLP––––Not filed
Carmel Capital Partners, LLC––––Not filed
RBF Capital, LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Westwood Holdings Group Inc.––––Not filed
Wedmont Private Capital––––Not filed
MONECO Advisors, LLC––––Not filed
Capital Asset Advisory Services LLC––––Not filed
Finivi Inc.––––Not filed
CLG LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
denkapparat Operations GmbH––––Not filed
Burney Co––––Not filed
First Foundation Advisors––––Not filed
Assetmark, Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Prosperity Financial Group, Inc.––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Snowden Capital Advisors LLC––––Not filed
Capital Investment Advisors, LLC––––Not filed
Monetta Financial Services Inc––––Not filed
Securian Asset Management, Inc––––Not filed
Dark Forest Capital Management LP––––Not filed
Sit Investment Associates Inc––––Not filed
Rossmore Private Capital––––Not filed
Beaton Management Co. Inc.––––Not filed
Choate Investment Advisors––––Not filed
Metis Global Partners, LLC––––Not filed
Wahed Invest LLC––––Not filed
Circle Wealth Management, LLC––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Acropolis Investment Management, LLC––––Not filed
Evermay Wealth Management LLC––––Not filed
Umb Bank N A––––Not filed
Generali Asset Management SPA SGR––––Not filed
WBI Investments––––Not filed
Quantum Private Wealth, LLC––––Not filed
Interchange Capital Partners, LLC––––Not filed
Integrated Advisors Network LLC––––Not filed
Decatur Capital Management, Inc.––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Bourgeon Capital Management LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
Caption Management, LLC––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
Syon Capital LLC––––Not filed
Financial Management Network Inc––––Not filed
Stonebridge Capital Advisors LLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Whittier Trust Co––––Not filed
Cito Capital Group, LLC––––Not filed
Associated Banc-Corp––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Western Wealth Management, LLC––––Not filed
Callan Family Office, LLC––––Not filed
Mystic Asset Management, Inc.––––Not filed
SCS Capital Management LLC––––Not filed
Signaturefd, LLC––––Not filed
Professional Advisory Services Inc––––Not filed
Smartleaf Asset Management LLC––––Not filed
PFG Investments, LLC––––Not filed
Drake & Associates, LLC––––Not filed
Mendel Money Management––––Not filed
Atomi Financial Group, Inc.––––Not filed
Massmutual Trust Co FSB––––Not filed
Kinneret Advisory, LLC––––Not filed
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna––––Not filed
Vestcor Inc––––Not filed
Qtron Investments LLC––––Not filed
Torrey-Payne Wealth Management, LLC––––Not filed