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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 4,218 | $2.09M | 0.96% | +188+4.7% | Added |
| HB Wealth Management, LLC | 4,222 | $2.09M | 0.01% | +450+11.9% | Added |
| Koshinski Asset Management, Inc. | 4,247 | $2.10M | 0.11% | +42+1.0% | Added |
| Pure Financial Advisors, Inc. | 4,294 | $2.13M | 0.03% | +2,385+124.9% | Added |
| Equitable Holdings, Inc. | 4,302 | $2.13M | 0.01% | −808−15.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,314 | $2.14M | 0.07% | +119+2.8% | Added |
| MUFG Securities EMEA plc | 4,355 | $2.16M | 0.02% | −248−5.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,358 | $2.16M | 0.15% | 00.0% | Unchanged |
| Courier Capital LLC | 4,422 | $2.19M | 0.11% | +4+0.1% | Added |
| Northstar Advisory Group, LLC | 4,428 | $2.19M | 0.68% | +4,428 | New |
| Axxcess Wealth Management, LLC | 4,452 | $2.20M | 0.04% | +4,452 | New |
| Graham Capital Management, L.P. | 4,515 | $2.24M | 0.06% | +3,730+475.2% | Added |
| RSM US Wealth Management LLC | 4,522 | $2.24M | 0.02% | +427+10.4% | Added |
| Elmwood Wealth Management, Inc. | 4,548 | $2.25M | 0.56% | −5−0.1% | Reduced |
| SilverOak Wealth Management LLC | 4,640 | $2.30M | 0.30% | −1,750−27.4% | Reduced |
| Greenwood Capital Associates LLC | 4,640 | $2.30M | 0.23% | +4,640 | New |
| J. Safra Sarasin Holding AG | 5,711 | $2.30M | 0.03% | −2,723−32.3% | Reduced |
| Triangle Securities Wealth Management | 4,652 | $2.30M | 0.46% | −69−1.5% | Reduced |
| Concurrent Investment Advisors, LLC | 4,682 | $2.32M | 0.02% | +122+2.7% | Added |
| IPG Investment Advisors LLC | 4,750 | $2.35M | 0.34% | +4,750 | New |
| Summit Trail Advisors, LLC | 4,778 | $2.37M | 0.03% | −2,709−36.2% | Reduced |
| MCF Advisors LLC | 4,784 | $2.37M | 0.08% | +40+0.8% | Added |
| Tempus Wealth Planning, LLC | 4,862 | $2.41M | 0.47% | +4+0.1% | Added |
| WESPAC Advisors SoCal, LLC | 4,868 | $2.41M | 0.43% | +602+14.1% | Added |
| Cookson Peirce & Co Inc | 4,874 | $2.41M | 0.08% | +595+13.9% | Added |
| Bessemer Group Inc | 4,882 | $2.42M | 0.00% | +396+8.8% | Added |
| Kestra Private Wealth Services, LLC | 4,912 | $2.43M | 0.03% | −1,122−18.6% | Reduced |
| Banque Transatlantique SA | 5,217 | $2.44M | 0.05% | −1,056−16.8% | Reduced |
| Vise Technologies, Inc. | 4,940 | $2.45M | 0.03% | +1,813+58.0% | Added |
| Alps Advisors Inc | 4,952 | $2.45M | 0.01% | +1,199+31.9% | Added |
| Allianz SE | 4,962 | $2.46M | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,023 | $2.49M | 0.05% | −970−16.2% | Reduced |
| Warren Averett Asset Management, LLC | 5,076 | $2.51M | 0.01% | −201−3.8% | Reduced |
| First Commonwealth Financial Corp | 5,144 | $2.55M | 0.36% | +1,680+48.5% | Added |
| United Capital Financial Advisers, LLC | 5,155 | $2.55M | 0.01% | +519+11.2% | Added |
| Allworth Financial LP | 5,199 | $2.57M | 0.01% | +194+3.9% | Added |
| Twin Tree Management, LP | 5,205 | $2.58M | 0.40% | +3,036+140.0% | Added |
| Savant Capital, LLC | 5,824 | $2.58M | 0.01% | +3,407+141.0% | Added |
| Cullen/Frost Bankers, Inc. | 5,301 | $2.62M | 0.03% | −35−0.7% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $2.65M | 0.27% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,359 | $2.65M | 0.03% | +2,317+76.2% | Added |
| Kornitzer Capital Management Inc | 5,367 | $2.66M | 0.06% | −37−0.7% | Reduced |
| Banque Cantonale Vaudoise | 5,374 | $2.66M | 0.10% | −863−13.8% | Reduced |
| Ossiam | 5,503 | $2.72M | 0.04% | +5,503 | New |
| IHT Wealth Management, LLC | 5,504 | $2.73M | 0.06% | +170+3.2% | Added |
| Wesbanco Bank Inc | 5,573 | $2.76M | 0.07% | −224−3.9% | Reduced |
| New Mexico Educational Retirement Board | 5,576 | $2.76M | 0.07% | +400+7.7% | Added |
| Davis-Rea Ltd. | 5,604 | $2.77M | 0.79% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,633 | $2.79M | 0.03% | −51−0.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 5,638 | $2.79M | 0.10% | +400+7.6% | Added |
| Park Avenue Securities LLC | 5,640 | $2.79M | 0.02% | +262+4.9% | Added |
| Main Management ETF Advisors, LLC | 5,679 | $2.81M | 0.09% | −1,448−20.3% | Reduced |
| Alaethes Wealth LLC | 5,697 | $2.82M | 0.82% | −8−0.1% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $2.82M | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,746 | $2.84M | 0.02% | +110+2.0% | Added |
| Ameritas Advisory Services, LLC | 5,746 | $2.84M | 0.06% | +3,197+125.4% | Added |
| Summit Asset Management, LLC | 5,767 | $2.86M | 0.37% | +23+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 5,777 | $2.86M | 0.05% | −132−2.2% | Reduced |
| CAPROCK Group, Inc. | 5,825 | $2.88M | 0.06% | +2,439+72.0% | Added |
| Ofi Invest Asset Management | 6,522 | $2.89M | 0.03% | +428+7.0% | Added |
| Hudson Valley Investment Advisors Inc | 5,870 | $2.91M | 0.35% | −913−13.5% | Reduced |
| Moneta Group Investment Advisors LLC | 5,910 | $2.93M | 0.02% | −797−11.9% | Reduced |
| Pinnacle Associates Ltd | 5,930 | $2.94M | 0.03% | +1,411+31.2% | Added |
| Vectors Research Management, LLC | 5,935 | $2.94M | 0.77% | +41+0.7% | Added |
| AE Wealth Management LLC | 5,947 | $2.94M | 0.01% | +3,455+138.6% | Added |
| MML Investors Services, LLC | 5,982 | $2.96M | 0.01% | +2,264+60.9% | Added |
| Summit Financial, LLC | 6,000 | $2.97M | 0.03% | −284−4.5% | Reduced |
| Richard C. Young & CO., LTD. | 6,034 | $2.99M | 0.22% | −88−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,066 | $3.00M | 0.03% | +296+5.1% | Added |
| Maryland State Retirement & Pension System | 6,090 | $3.02M | 0.05% | +446+7.9% | Added |
| Hartford Investment Management Co | 6,140 | $3.04M | 0.09% | −265−4.1% | Reduced |
| Wealthspire Advisors, LLC | 6,154 | $3.05M | 0.02% | +17+0.3% | Added |
| Smith Group Asset Management, LLC | 6,171 | $3.06M | 0.12% | −1,473−19.3% | Reduced |
| Addison Capital Co | 6,185 | $3.06M | 0.50% | +269+4.5% | Added |
| Woodline Partners LP | 6,398 | $3.17M | 0.01% | −33,166−83.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,441 | $3.19M | 0.02% | +19+0.3% | Added |
| Financial Advisory Service, Inc. | 6,483 | $3.21M | 0.17% | +585+9.9% | Added |
| Allstate Corp | 6,531 | $3.23M | 0.03% | −4,194−39.1% | Reduced |
| WoodTrust Financial Corp | 6,537 | $3.24M | 0.38% | +20.0% | Added |
| Laird Norton Trust Company, LLC | 6,543 | $3.24M | 0.06% | +121+1.9% | Added |
| Vident Advisory, LLC | 6,582 | $3.26M | 0.02% | −1,168−15.1% | Reduced |
| iA Global Asset Management Inc. | 6,635 | $3.29M | 0.04% | −2,262−25.4% | Reduced |
| Ci Investments Inc. | 6,640 | $3.29M | 0.01% | +4,191+171.1% | Added |
| BOCHK Asset Management Ltd | 6,650 | $3.29M | 0.52% | +6,650 | New |
| Riverbridge Partners LLC | 6,689 | $3.31M | 0.09% | −96−1.4% | Reduced |
| Impax Asset Management Group plc | 6,690 | $3.31M | 0.02% | +291+4.5% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,800 | $3.37M | 0.06% | −520−7.1% | Reduced |
| Northcape Wealth Management, LLC | 6,835 | $3.38M | 0.89% | +4+0.1% | Added |
| Benedict Financial Advisors Inc | 6,867 | $3.40M | 0.66% | −6−0.1% | Reduced |
| Norinchukin Bank, The | 6,871 | $3.40M | 0.03% | −430−5.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,891 | $3.41M | 0.08% | +489+7.6% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $3.44M | 0.31% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 6,971 | $3.45M | 0.20% | +950+15.8% | Added |
| Venture Visionary Partners LLC | 6,986 | $3.46M | 0.10% | −809−10.4% | Reduced |
| Argent Trust Co | 6,994 | $3.46M | 0.10% | +1,826+35.3% | Added |
| Patton Fund Management, Inc. | 7,089 | $3.51M | 0.76% | −3,387−32.3% | Reduced |
| Kentucky Retirement Systems | 7,144 | $3.54M | 0.09% | −4,305−37.6% | Reduced |
| Investment Management Corp of Ontario | 7,170 | $3.55M | 0.04% | −880−10.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,240 | $3.58M | 0.03% | +2,104+41.0% | Added |
| Ascent Group, LLC | 7,354 | $3.64M | 0.11% | +254+3.6% | Added |