Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Rockwell Automation, Inc as of Jun 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

Institutional holders
1,545
+136 vs. Q1 2026
Shares held
99.1M
+3.30M (+3.4%) vs. Q1 2026
Total value
$48.8B
+$14.5B (+42.2%) vs. Q1 2026
New holders
228
577 more added
Sold out
92
442 more reduced

13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,545 institutions
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 heldQ2 2026: $48.8B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.

Institutions holding ROK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Raleigh Capital Management Inc.0$330.00%0Unchanged
E Fund Management (Hong Kong) Co., Ltd.1$4950.00%00.0%Unchanged
Benson Wealth Management INC1$4950.00%00.0%Unchanged
Stone House Investment Management, LLC1$4950.00%+1New
Compass Financial Management LLC1$4950.00%+1New
Financial Consulate, Inc1$4960.00%00.0%Unchanged
Quaker Wealth Management, LLC1$4960.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC1$4960.00%00.0%Unchanged
3 Factor Indexing, LLC1$4960.00%00.0%Unchanged
Cedar Mountain Advisors, LLC1$5110.00%00.0%Unchanged
Trust Co2$9900.00%00.0%Unchanged
Geneos Wealth Management Inc.2$9900.00%00.0%Unchanged
Hickory Point Bank & Trust2$9900.00%00.0%Unchanged
Davis Capital Management2$9900.00%+1+100.0%Added
Operose Advisors LLC2$9900.00%+2New
Buck Wealth Strategies, LLC2$9900.00%+2New
Cherry Tree Wealth Management, LLC2$9910.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$9910.00%00.0%Unchanged
Trifecta Capital Advisors, LLC2$9910.00%+2New
Torren Management, LLC2$1.02K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.49K0.00%00.0%Unchanged
Hara Capital LLC3$1.49K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.49K0.00%+1+50.0%Added
Marshall Investment Management, LLC3$1.49K0.00%+3New
Tower Trust & Investment Co3$1.49K0.00%+3New
Nvest Wealth Strategies, Inc.3$1.49K0.00%00.0%Unchanged
Advocate Investing Services LLC4$1.98K0.00%00.0%Unchanged
1015 Capital Partners, LLC4$1.98K0.00%00.0%Unchanged
Chesapeake Asset Management LLC4$1.98K0.00%+4New
American Capital Advisory, LLC4$1.98K0.00%+1+33.3%Added
Coston, McIsaac & Partners6$2.00K0.00%00.0%Unchanged
Financial Life Planners4$2.01K0.00%00.0%Unchanged
Caitlin John, LLC4$2.12K0.00%00.0%Unchanged
Insight Financial Services5$2.48K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.48K0.00%00.0%Unchanged
Park Place Capital Corp5$2.48K0.00%00.0%Unchanged
Fairway Wealth LLC5$2.48K0.00%00.0%Unchanged
WPG Advisers, LLC5$2.48K0.00%+1+25.0%Added
MB, Levis & Associates, LLC5$2.48K0.00%+5New
Planning Strategies Inc.5$2.48K0.00%+5New
Atlantic Edge Private Wealth Management, LLC5$2.48K0.00%00.0%Unchanged
Abound Wealth Management5$2.48K0.00%−10−66.7%Reduced
CBIZ Investment Advisory Services, LLC7$2.51K0.00%00.0%Unchanged
DecisionPoint Financial, LLC6$2.90K0.00%+2+50.0%Added
Heritage Wealth Advisors6$2.97K0.00%00.0%Unchanged
Fairman Group, LLC6$2.97K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.6$2.97K0.00%00.0%Unchanged
Wolff Wiese Magana LLC6$2.97K0.00%00.0%Unchanged
Entrust Financial LLC7$3.47K0.00%00.0%Unchanged
Hollencrest Capital Management7$3.47K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$3.47K0.00%00.0%Unchanged
Corsicana & Co.7$3.47K0.00%00.0%Unchanged
Activest Wealth Management7$3.47K0.00%+4+133.3%Added
Aspect Partners, LLC8$3.96K0.00%−5−38.5%Reduced
Moisand Fitzgerald Tamayo, LLC8$3.96K0.00%00.0%Unchanged
PFS Partners, LLC8$3.96K0.00%00.0%Unchanged
Imprint Wealth LLC8$3.96K0.02%00.0%Unchanged
Evolution Wealth Management Inc.8$3.96K0.00%+8New
Harborfront Financial Group LLC8$4.16K0.02%+8New
Kilter Group LLC9$4.46K0.00%−1−10.0%Reduced
Caldwell Sutter Capital, Inc.9$4.46K0.00%00.0%Unchanged
Burk Holdings LLC9$4.46K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.9$4.46K0.00%+9New
Creative Capital Management Investments LLC9$4.46K0.00%+9New
Sawyer & Company, Inc10$4.95K0.00%00.0%Unchanged
Webster Bank, N. A.10$4.95K0.00%+10New
Capital Analysts, LLC10$5.00K0.00%−3−23.1%Reduced
Medallion Wealth Advisors, LLC11$5.20K0.00%+1+10.0%Added
Investors Research Corp11$5.45K0.00%00.0%Unchanged
High Note Wealth, LLC11$5.45K0.00%+6+120.0%Added
Creative Financial Designs Inc11$5.46K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$5.94K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC17$6.00K0.01%00.0%Unchanged
Ares Financial Consulting, LLC13$6.44K0.00%00.0%Unchanged
Essential Partners LLC13$6.44K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$6.44K0.00%+4+44.4%Added
Sittner & Nelson, LLC13$6.44K0.00%00.0%Unchanged
Synergy Investment Management, LLC15$6.89K0.00%+6+66.7%Added
McDonald Partners LLC14$6.93K0.00%−9,986−99.9%Reduced
Dunhill Financial, LLC14$7.31K0.00%00.0%Unchanged
United Financial Planning Group LLC15$7.43K0.00%−28−65.1%Reduced
Hughes Financial Services, LLC15$7.43K0.00%+7+87.5%Added
Gleason Group, Inc.15$7.43K0.00%+15New
Financial Network Wealth Advisors LLC15$7.43K0.01%+15New
JNBA Financial Advisors15$7.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$7.43K0.00%+9+150.0%Added
Solstein Capital, LLC16$7.92K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC16$7.92K0.01%00.0%Unchanged
Cornerstone Planning Group LLC18$8.26K0.00%+6+50.0%Added
TD Capital Management LLC17$8.45K0.00%−4−19.0%Reduced
Axiom Investment Management LLC18$8.91K0.01%00.0%Unchanged
Alpine Bank Wealth Management19$9.41K0.00%+19New
Chilton Capital Management LLC20$9.90K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$9.90K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$9.90K0.00%00.0%Unchanged
Rialto Wealth Management, LLC20$9.90K0.00%+10+100.0%Added
McGuire Capital Advisors Inc20$9.90K0.01%+18+900.0%Added
Harbor Investment Advisory, LLC20$9.90K0.00%+20New
Ogorek Anthony Joseph22$10.0K0.00%00.0%Unchanged