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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
Daymark Wealth Partners, LLC––––Not filed
Brighton Jones LLC––––Not filed
Marble Wealth, LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
Aaron Wealth Advisors––––Not filed
Hoge Financial Services, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
LRI Investments, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Equitable Trust Co––––Not filed
Gateway Investment Advisers LLC––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
NVWM, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Strategic Blueprint, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Neville Rodie & Shaw Inc––––Not filed
Birmingham Capital Management Co Inc––––Not filed
Valeo Financial Advisors, LLC––––Not filed
BankChampaign, National Association––––Not filed
Stableford Capital II LLC––––Not filed
Wallace Hart LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Stewardship Concepts Financial Services LLC––––Not filed
Montag A & Associates Inc––––Not filed
Flputnam Investment Management Co––––Not filed
Hamrick Investment Counsel, llc––––Not filed
AlphaCentric Advisors LLC––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Argent Advisors, Inc.––––Not filed
Commerzbank Aktiengesellschaft––––Not filed
Cascade Financial Partners, LLC––––Not filed
Oxford Financial Group Ltd––––Not filed
Verus Capital Partners, LLC––––Not filed
Stiles Financial Services Inc––––Not filed
Covestor Ltd––––Not filed
Hilltop Holdings Inc.––––Not filed
Frec Markets, Inc.––––Not filed
TigerOak Management, L.L.C.––––Not filed
Pine Haven Investment Counsel, Inc––––Not filed
TCW Group Inc––––Not filed
MTM Investment Management, LLC––––Not filed
Annex Advisory Services, LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
LMR Partners LLP––––Not filed
Argonautica Private Wealth Management, Inc––––Not filed
Advisory Solutions Group, LLC––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
Brown Financial Advisors––––Not filed
Regions Financial Corp––––Not filed
Global Assets Advisory, LLC––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Eagle Wealth Strategies LLC––––Not filed
Grimes & Company, Inc.––––Not filed
Parallel Advisors, LLC––––Not filed
Claro Advisors LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Mediolanum International Funds Ltd––––Not filed
Davis Investment Partners, LLC––––Not filed
Chatham Capital Group, Inc.––––Not filed
Strategies Wealth Advisors, LLC––––Not filed
BigSur Wealth Management LLC––––Not filed
Watershed Private Wealth LLC––––Not filed
Frazier Financial Advisors, LLC––––Not filed
Uniting Wealth Partners, LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Marble Harbor Investment Counsel, LLC––––Not filed
Taylor Financial Group, Inc.––––Not filed
Ellenbecker Investment Group––––Not filed
Globeflex Capital L P––––Not filed
HFM Investment Advisors, LLC––––Not filed
GLOBALT Investments LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
Fiduciary Alliance LLC––––Not filed
O'Keefe Stevens Advisory, Inc.––––Not filed
Catalyst Funds Management Pty Ltd––––Not filed
McMillan Office, Inc.––––Not filed
Belpointe Asset Management LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Cornerstone Wealth Group, LLC––––Not filed
Capital Financial Group Inc––––Not filed
Evercore Wealth Management, LLC––––Not filed
Prairie Wealth Advisors, Inc.––––Not filed
Sovran Advisors, LLC––––Not filed
Chesapeake Capital Corp––––Not filed
Inscription Capital, LLC––––Not filed
Asset Advisory Group, Inc.––––Not filed
Gsa Capital Partners LLP––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Drucker Wealth 3.0, LLC––––Not filed
Empirical Asset Management, LLC––––Not filed
Empower Advisory Group, LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Anb Bank––––Not filed
1st Source Bank––––Not filed