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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rossmore Private Capital | 2,778 | $1.38M | 0.11% | −114−3.9% | Reduced |
| Sit Investment Associates Inc | 2,780 | $1.38M | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,788 | $1.38M | 0.09% | +1,577+130.2% | Added |
| Securian Asset Management, Inc | 2,993 | $1.38M | 0.05% | −101−3.3% | Reduced |
| Monetta Financial Services Inc | 2,800 | $1.39M | 0.93% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,814 | $1.39M | 0.02% | +22+0.8% | Added |
| Snowden Capital Advisors LLC | 2,828 | $1.40M | 0.03% | −632−18.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,836 | $1.40M | 0.07% | −23−0.8% | Reduced |
| Prosperity Financial Group, Inc. | 2,846 | $1.41M | 0.44% | +6+0.2% | Added |
| Global Retirement Partners, LLC | 2,850 | $1.41M | 0.02% | +2,850 | New |
| Assetmark, Inc | 2,855 | $1.41M | 0.00% | +1,195+72.0% | Added |
| First Foundation Advisors | 2,861 | $1.42M | 0.05% | +71+2.5% | Added |
| Burney Co | 2,875 | $1.42M | 0.04% | +91+3.3% | Added |
| denkapparat Operations GmbH | 2,876 | $1.42M | 0.47% | +378+15.1% | Added |
| Coldstream Capital Management Inc | 2,895 | $1.43M | 0.02% | −140−4.6% | Reduced |
| Farther Finance Advisors, LLC | 2,917 | $1.44M | 0.01% | −85−2.8% | Reduced |
| CLG LLC | 2,917 | $1.44M | 0.32% | −9−0.3% | Reduced |
| Finivi Inc. | 2,935 | $1.45M | 0.75% | +30+1.0% | Added |
| Capital Asset Advisory Services LLC | 2,937 | $1.45M | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,949 | $1.46M | 0.09% | +11+0.4% | Added |
| Wedmont Private Capital | 3,101 | $1.46M | 0.04% | +120+4.0% | Added |
| Westwood Holdings Group Inc. | 2,964 | $1.47M | 0.01% | −117−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,964 | $1.47M | 0.09% | −14−0.5% | Reduced |
| Sumitomo Life Insurance Co | 2,983 | $1.48M | 0.02% | +1,082+56.9% | Added |
| RBF Capital, LLC | 3,000 | $1.49M | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,013 | $1.49M | 0.49% | −3,263−52.0% | Reduced |
| Wellington Management Group LLP | 3,020 | $1.50M | 0.00% | +181+6.4% | Added |
| Alpine Woods Capital Investors, LLC | 3,021 | $1.50M | 0.34% | +3,021 | New |
| V-Square Quantitative Management LLC | 3,032 | $1.50M | 0.14% | +246+8.8% | Added |
| Apella Capital, LLC | 3,261 | $1.53M | 0.02% | +28+0.9% | Added |
| Fire Capital Management LLC | 3,092 | $1.53M | 0.62% | −147−4.5% | Reduced |
| Uncommon Cents Investing LLC | 3,100 | $1.53M | 0.33% | −10−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,102 | $1.54M | 0.07% | +364+13.3% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.54M | 0.95% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,143 | $1.56M | 0.05% | +389+14.1% | Added |
| Agf Management Ltd | 3,150 | $1.56M | 0.01% | −226,769−98.6% | Reduced |
| Convergence Investment Partners, LLC | 3,174 | $1.57M | 0.15% | −84−2.6% | Reduced |
| Perigon Wealth Management, LLC | 3,180 | $1.57M | 0.02% | +252+8.6% | Added |
| CORDA Investment Management, LLC. | 3,216 | $1.59M | 0.10% | +228+7.6% | Added |
| Avanza Fonder AB | 3,231 | $1.60M | 0.03% | +2,641+447.6% | Added |
| Brevan Howard Capital Management LP | 3,260 | $1.61M | 0.02% | −9,789−75.0% | Reduced |
| Adviser Investments LLC | 3,276 | $1.62M | 0.02% | −44−1.3% | Reduced |
| Mutual Advisors, LLC | 3,296 | $1.63M | 0.03% | +1,451+78.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,303 | $1.64M | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,309 | $1.64M | 0.01% | −254−7.1% | Reduced |
| Pictet & Cie (Europe) SA | 3,314 | $1.64M | 0.03% | +108+3.4% | Added |
| Trust Co of Vermont | 3,318 | $1.64M | 0.06% | +3,318 | New |
| Private Trust Co NA | 3,323 | $1.65M | 0.13% | −4−0.1% | Reduced |
| VestGen Advisors, LLC | 3,326 | $1.65M | 0.05% | −80−2.3% | Reduced |
| Natural Investments, LLC | 3,336 | $1.65M | 0.36% | +844+33.9% | Added |
| MUFG Securities Americas Inc. | 3,352 | $1.66M | 0.09% | +243+7.8% | Added |
| Heritage Trust Co | 3,356 | $1.66M | 0.14% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,422 | $1.69M | 0.16% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,425 | $1.70M | 0.01% | +29+0.9% | Added |
| North Dakota State Investment Board | 3,446 | $1.71M | 0.07% | −398−10.4% | Reduced |
| Marietta Investment Partners LLC | 3,467 | $1.72M | 0.30% | +342+10.9% | Added |
| Strong Tower Advisory Services | 3,470 | $1.72M | 0.31% | +162+4.9% | Added |
| Sigma Planning Corp | 3,494 | $1.73M | 0.04% | +21+0.6% | Added |
| Ostrum Asset Management | 3,495 | $1.73M | 0.08% | −784−18.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,516 | $1.74M | 0.06% | +71+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,522 | $1.74M | 0.08% | +996+39.4% | Added |
| Plato Investment Management Ltd | 3,556 | $1.75M | 0.10% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,554 | $1.76M | 0.81% | +243+7.3% | Added |
| Parallax Volatility Advisers, L.P. | 3,560 | $1.76M | 0.07% | +3,560 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,568 | $1.77M | 0.02% | −27−0.8% | Reduced |
| Prospera Financial Services Inc | 3,585 | $1.78M | 0.03% | −28−0.8% | Reduced |
| HBK Sorce Advisory LLC | 3,965 | $1.78M | 0.03% | +479+13.7% | Added |
| Agate Pass Investment Management, LLC | 3,630 | $1.80M | 0.66% | −650−15.2% | Reduced |
| Strengthening Families & Communities, LLC | 3,650 | $1.81M | 0.40% | +194+5.6% | Added |
| Wedbush Securities Inc | 3,685 | $1.82M | 0.05% | +396+12.0% | Added |
| Atria Investments LLC | 3,694 | $1.83M | 0.02% | +95+2.6% | Added |
| Mindset Wealth Management, LLC | 3,707 | $1.84M | 0.35% | +404+12.2% | Added |
| RMB Capital Management, LLC | 3,715 | $1.84M | 0.03% | −462−11.1% | Reduced |
| HM Payson & Co | 3,758 | $1.86M | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,821 | $1.89M | 0.05% | +1,272+49.9% | Added |
| Blue Jean Financial LLC | 3,859 | $1.91M | 1.33% | +3,859 | New |
| Foundations Investment Advisors, LLC | 3,884 | $1.92M | 0.02% | +2,725+235.1% | Added |
| Horizon Kinetics Asset Management LLC | 3,895 | $1.93M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,913 | $1.94M | 0.04% | −184−4.5% | Reduced |
| Sandler Capital Management | 3,914 | $1.94M | 1.14% | +1,941+98.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,926 | $1.94M | 0.03% | +747+23.5% | Added |
| Clearstead Advisors, LLC | 3,938 | $1.95M | 0.02% | +683+21.0% | Added |
| Spirepoint Private Client, LLC | 3,940 | $1.95M | 0.16% | 00.0% | Unchanged |
| Trium Capital LLP | 3,966 | $1.96M | 1.24% | +3,966 | New |
| QRG Capital Management, Inc. | 3,968 | $1.96M | 0.02% | +376+10.5% | Added |
| Horizon Investments, LLC | 3,971 | $1.97M | 0.02% | −23,271−85.4% | Reduced |
| Centaurus Financial, Inc. | 3,996 | $1.98M | 0.08% | −45−1.1% | Reduced |
| GAMMA Investing LLC | 4,006 | $1.98M | 0.07% | +259+6.9% | Added |
| TCG Advisory Services, LLC | 4,036 | $2.00M | 0.04% | +590+17.1% | Added |
| Avantax Planning Partners, Inc. | 4,043 | $2.00M | 0.05% | −75−1.8% | Reduced |
| Empirical Finance, LLC | 4,054 | $2.01M | 0.08% | +131+3.3% | Added |
| Y.D. More Investments Ltd | 4,055 | $2.01M | 0.06% | +178+4.6% | Added |
| Merit Financial Group, LLC | 4,061 | $2.01M | 0.01% | +108+2.7% | Added |
| J.W. Cole Advisors, Inc. | 4,072 | $2.02M | 0.03% | +4,072 | New |
| Beaumont Asset Management, L.L.C. | 4,092 | $2.03M | 0.79% | −15−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 4,103 | $2.03M | 0.05% | +550+15.5% | Added |
| Journey Advisory Group, LLC | 4,105 | $2.03M | 0.16% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 4,365 | $2.05M | 0.43% | −335−7.1% | Reduced |
| Bowen Hanes & Co Inc | 5,735 | $2.06M | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,189 | $2.07M | 0.02% | +149+3.7% | Added |