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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
Hunter Associates Investment Management LLC––––Not filed
Cottage Street Advisors LLC––––Not filed
XML Financial, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Nations Financial Group Inc,––––Not filed
Atlantic Trust, LLC––––Not filed
Trueblood Wealth Management, LLC––––Not filed
Parkwoods Wealth Partners, LLC––––Not filed
We Are One Seven, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Autumn Glory Partners, LLC––––Not filed
Community Financial Services Group, LLC––––Not filed
Odyssean, LLC––––Not filed
Old National Bancorp––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Impact Partnership Wealth, LLC––––Not filed
Costello Asset Management, INC––––Not filed
Retirement Planning Group––––Not filed
Premier Path Wealth Partners, LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Sowell Financial Services LLC––––Not filed
Leavell Investment Management, Inc.––––Not filed
Richards, Merrill & Peterson, Inc.––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Astoria Portfolio Advisors LLC.––––Not filed
National Asset Management, Inc.––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Hoey Investments, Inc––––Not filed
Dillon & Associates Inc––––Not filed
Simplicity Wealth,LLC––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
Rehmann Capital Advisory Group––––Not filed
Hutchinson Capital Management––––Not filed
Capstone Capital Management Ltd––––Not filed
Armis Advisers, LLC––––Not filed
Unique Wealth Strategies, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Revolve Wealth Partners, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Modera Wealth Management, LLC––––Not filed
DMG Group, LLC––––Not filed
Valley Brook Capital Group––––Not filed
Global Trust Asset Management, LLC––––Not filed
High Net Worth Advisory Group LLC––––Not filed
Waldron Private Wealth LLC––––Not filed
Guggenheim Capital LLC––––Not filed
Cannon Financial Strategists, Inc.––––Not filed
West Wealth Group, LLC––––Not filed
Brookstone Capital Management––––Not filed
Resources Management Corp––––Not filed
One Capital Management, LLC––––Not filed
Change Path, LLC––––Not filed
Centerpoint Advisors, LLC––––Not filed
Bramshill Investments, LLC––––Not filed
Dara Capital US, Inc.––––Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors––––Not filed
Navalign, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Principal Securities, Inc.––––Not filed
NorthRock Partners, LLC––––Not filed
Legal Advantage Investments, Inc.––––Not filed
Marathon Strategic Advisors, LLC––––Not filed
SmartHarvest Portfolios, LLC––––Not filed
Steinberg Asset Management LLC––––Not filed
Corient IA LLC––––Not filed
Z3 Capital Partners, LLC––––Not filed
Ninety One SA (PTY) Ltd––––Not filed
Maridea Wealth Management LLC––––Not filed
Walleye Capital LLC––––Not filed
Stanley-Laman Group, Ltd.––––Not filed
Safeguard Investment Advisory Group, LLC––––Not filed
Cullinan Associates Inc––––Not filed
Tyche Wealth Partners LLC––––Not filed
Clifford Swan Investment Counsel LLC––––Not filed
Employees Retirement System of Texas––––Not filed
Portfolio Design Labs, LLC––––Not filed
Monticello Wealth Management, LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Meridian Wealth Management, LLC––––Not filed
Madden Securities Corp––––Not filed
Hardin Capital Partners, LLC––––Not filed
Occidental Asset Management, LLC––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
DV Trading LLC––––Not filed
Cedar Point Capital Partners, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Legacy Capital Group California, Inc.––––Not filed
Patron Partners Advisors, LLC––––Not filed
Robertson Stephens Wealth Management, LLC––––Not filed
Central Trust Co––––Not filed
Profund Advisors LLC––––Not filed
S.E.E.D. Planning Group LLC––––Not filed
Regatta Capital Group, LLC––––Not filed
Garner Asset Management Corp––––Not filed
Fosun International Ltd––––Not filed